The URL can be used to link to this page

Home My WebLink About06-24-08 (2)15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number _. _. . Bureau of Individual Taxes INHERITANCE TAX RETURN Q ~""" " "" PO BOX 260601 ~' O 0 D~I n Harrisburg, PA 17128-0601 RESIDENT DECEDENT 0 b ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth ! ~ 02/22/2008 03/01/1930 Decedent's Last Name Suffix Decedent's First Name MI Garrick i l Frances C _._ _ _ _ ~ E __ _ _. _ _.; (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Mf E Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRU',TE OVALS BELOW Cam? 1. Original Retum C~ 4, Limited Estate ~`3 t~ 6. Decedent Died Testate ~ (Attach Copy of Will) r: 9. Litigation Proceeds Received s 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) C~~ 3. Remainder Return (date of death prior to 12-13-82) r--~ 5. Federal Estate Tax Retum Required _, ,_ 8. Total Number of Safe Deposit Boxes ~7 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number i !James M. Bach, Esquire j (717) 737-20.~p `~ '~ Firm Name (IfApphcable) ~ ~ ~"_. ~ ___._ ___ .., _ ..._ _ . ___ ___..___ ._ ____ _----- -~ ._ _ _ . _ _---. ^_ _ ~ REGISTER l~~HII~J USE~.Y I , Attorney At Law 1 ~~ rv --- - -. _ - First line of address `- ~~ ~ - 352 S. Sporting Hill Rd. j c~~ ~ -- - _:: Second Ime of address ~ --! ~ ' Ri N _.__.._._._____._~_..__._______-____~_. _._~____._____~--._. __. ___ .._._.__._ DATE FILED City or Post Office State ZIP Code --------- Mechanicsburg IPA ~ 17050 E_ ~ - .____ ._,_. _ __. _ ___~ Correspondent's a-mail address: ,1MB@JameSMBach.COm Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, ct and complete. Declaration o reparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA RE F PERSpN RE NSI OR FILING RETURN ~ DATA _/ -.sue -~ P.C(,/BOX 565 Boiling Springs, PA 17007 '. _3.52 S~~porting Hill Rd. Mec~ianicsburg, PA 17050 PLEASE USE 15056051058 Side 1 15056051058 ~5 J 15056052059 REV-1500 EX Decedent's Social Security Number _.__ oeceaent's Name: Frances C Garrick _____._. _ _ _ _.~._..~_.._. ~_.....~. _.... .~_..._._... ~ .._w_ __~__. .~~._____~ ._._ __.___ ________ _~.. RECAPITULATION _ _ .. _. _ ___ . --i 1. Real estate (Schedule A). 1. r ', _ _ ..~._ -~_ _.~,~_ ~. __,._.~...-__.._E 2. Stocks and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. j _~._..~__a.-m_..~....,,.-_ .._.._....._....,.....a i 4. Mortgages 8 Notes Receivable (Schedule D) .......................... ... 4. i 5. Cash, Bank De osits & Miscellaneous Personal Pro a Schedule E P P rtY ( } ...... 5. . . ' 83,139.56 ~. ~... ~ M ._ __. ~ a~..~... . -_,~_ ~ -__... w.~_.~~~; 6. Jointly Owned Property (Schedule F) C7 Separate Billing Requested ..... .. 6. j 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property _.. _~~_~a_. ._~.M~„~ .a~._.,_ _,_a______ j (Schedule G) ~ Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. ~.. 83,139.56 ~._ .._.~._.._.~____..,_..en.._~,,..~.~-._._,a.. e.-._~. 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. ' 12,063.75 t 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. ', 12,063.75 ~' _ _.~....__. ~. ~~..._-..W_,_._.e...___ ~. _.~.~.~ 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ', 71,075.81 j 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which -'M-_.....__~..~...._.,__.,_-_-6- ~_-._.~._,.__--_-~ an election to tax has not been made (Schedule J) ...................... .. 13. ', ._.._......~.....,-._ ._._..~_._- _..._. ~. _ _ _._......v.., ~..~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. ', 71,075.81 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X .0 _ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. I. 17. 18. 19. TAX DUE .........................................................19.' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 10,661.37 10,661.37 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: >.. ..d... flee Num4e-. ,. _a_ .....,._ ,. i r _.. DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Frances C Garrick STREET ADDRESS 49 Honeysuckle Drive CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + g + C) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0.00 77LL , 1 Make Check Payable to: REGISTER. OF WILLS, AGENT .~^'''~^ ~~SM~yK~ .+y~~ r ~ ! x'3.1; F~~~ ._ Y ~~ 5~ ~SeCS..,,~ a.N~c' 'A~4. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income : ..................................... ....... ^ c. retain a reversionary interest; or ................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................... ....... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................. ................................................................................ ^ ...... IF THE ANSW~E~,R~eg,T~O, ANY OF THE Ag}BOVtEQ7Uyr~E~gS~cgTIONS IS YES, YOU MggUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETU+gR~N. <'`. ~.~rk~NeS~~'&' ~'} 1 .. - ~"7D°a',~r,.~.rr%3kL~?i~m i;~!? ~ " .~,r;'.~ t~-~n't~r .. , ti~ _'~Y '~~~. .~~~ .r~~w~r,` ~L s ,~.,5~t ~~, .. ~, k~4'S.. "~?r~.. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a} {1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6-98) ~, SCHEDULE Ep COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS Bc MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances C. Garrick Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 PNC Stock - 396 Shares @ $62.97 per share 24,936.12 2' Penn Trust ofAmerica - 177 Shares @ $5.73 per share 1,014.21 3 Commerce Bank -Checking Account, No. 51.2042748 29,689.23 4 Commerce Bank-Savings Account 1,500.00 5 Wachovia - C.D. 20,000.00 6' !2001 Buick Zachabre - 31,000 miles 6,000.00 TOTAL (Also enter on line 5, Recapitulation) 3 83,139.56 (If mare space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Frances C. Garrick Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Neil Funeral Home 398.41 2. Catering . 200.00 3. Head Stone _ 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 4,156.97 , Name of Personal Representative(s) JOSeph C. C81r0 Social Security Number(s)IEIN Number of Personal Representative(s) Street Address P•O. BOX 565 city Boiling Springs state Pa :zip '17007 Year(s) Commission Paid: 2009 2. Attorney Fees 4,988.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant' Street Address City !State .Zip Relationship of Claimant to Decedent 4. Probate Fees 180.00 ' 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Patriot News -Legal Advertisement 134.31 8. Cumberland County Law Journal -Legal Advertisement 75.00 s. United Water 17.78 ~o. Ameria Source 275.00 11. PBGC 42.18 12- Warner Garage (car repair) 276.31 TOTAL (Also enter on line 9, Recapitulation) I $ 10,943.96 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT -___ ESTATE OF FILE NUMBER Frances C. Garrick -Continuance of Schedule H Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City State',' Zip Year(s) Commission Paid:' 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City' 'State _Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees C~~ Nationwide Insurance 46.58 1a. PPL Electric 153.84 15. AARP Health Care 17.50 1s. Penn Dot.. 58.58 17- Wachovia Bank 491.70 18. Left Over Bills _ 351.59 TOTAL (Also enter on line 9, Recapitulation) $ 1,119.79 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (g-00) '. ti COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Frances C. Garrick RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 ~ Joseph C. Cairo - P.O. Box 565 Boiling Springs, Pa 17007 Nephew 100 2.' ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)