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Home My WebLink About09-02-08 (3)15056041046 REV- ^ 5OO EX (05-04) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Dept. 280601 ~ I ~ ~ ~ ~ 88 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 07092007 ob2819.26 Decedent's Last Name Suffix Decedent's First Name MI Ii E: Il: AA A. N M S F A Y E ~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ChrL.st an C b~uge 1 7'17 73? 525 Firm Name (If Applicable) La. w. O~~L.ae s First line of address 5~0 2 iVi ~r ket Second line of address City or Post Office L ~ rm o y ne o f C Huge 1 S t r e e t State ZIP Code F WILLS US<~P1LY REGISTEf ~ ~ - :; ~ , , , I'r1 , , ' to -v ~: : _ m cn I IN __ ;:. . i . ' J Y E FILED ~ i `% F A 1 7 0 4 3 L~~ _~ _z .:~ s ''~ C.:~ r rrt° ~ <,") ._~: Y Correspondent's a-mail address: c~hu~el~a01. COm Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG TURE O~,PERSON RESPp SI t,~ FOR FILING RETURN DATE f~ia2l ~ Drn rv,~ //~/ ~UiiM~. nary Anne Wi 11 isms S~ -a2 `l ~ C~~ 83EY6 Beaver COUrt Chestertown MD ?1.6.29 SIGN/ATU//RRE OF yPREPARER O/T~HER T A REPR ENTATIVE ~'1 /1 7~' /DATE t/iww/.A~. i.~ / i ~/lAA Vhrl.st ~. ~+n V• 11u~e~ ]j /.~ v A 5A2S Market S rest, Lemoyne, PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041046 15056041046 J l~ J REV-1500 EX 15056042047 Decedent's Social Security Number Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 1.110 2 3.67 45760.27 71674.2 g 2 2 8 4 5 8.2 3 7699.47 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 7 6 9 9 . 4 7 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 2 2 0 7 5 $ . 7 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. ~ 2 0 ? 5 8 .? 6~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers und~rrSec. 9116 2 2' 0 7' 5 8 7 6 ' . (a)(1.2)X.0 15. • 16. Amount of Line 14 taxable ~ at lineal rate X .0 ~ 2: 2 0 ? 5 8. 7 6 16. 9 9 3 4.1 4 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. • 19. TAX DUE ...................................................._.. ..19. 9 9 3 4. 1 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O ~~~ ~~ Side 2 15056042047 15056042047 J REV-1502 EX+ (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF gaye Hi. HeY'II18'~Cl. FILE NUMBER 2I-Q?-~~g All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) C =}-~~ SCHEDULE E ~, ~.~;. COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. wHERiTANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECF..DENT ESTATE OF Herman FILE NUMBER Faye B. ,,~ _ ~,,, Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Personal Property 4:380.15 -Consignor Statements Attached 2.. M & T Bank Money Market 36,118.b4 3. 2000 Dodge Neon 3,940.00 4. 2:007 income tax refund 7OQ-.00 5. tax incentive cheek 300.00. 6. insurance refund 321..48 TOTAL (Also enter on line 5, Recapitulation) $ 4i5:, 760.'.27 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNED~ILE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBE DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIDNSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY CF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~~ AlG Annuity $50 ,067.81. 100 3000.0 47,06'7 - valuation3 letter attached 2`. New York Life Anr~uity (58 072? 172) , 598.7 100 9, 59ir - valuation:. letter attached 3. New-York Life Annuity (58 072 182) 5,007.7 1006 15,OOi - valuation letter attached TOTAL (Also enter on line 7 Recapitulation) 5 I71 ~ 674-. 29 . 81i .7~ .76 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) r °~ ~ ~; SCHEDULE N ~~ COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ~~ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: - ~~'•=~'~ '- ~'-~-;,` ;.` '~-t~,~-~'~ r,, ~ ,. 1. ~-r ~ r,, r, ~,- '> 7' ~. ~ 3 - , , I n ~''~ .._ c _ Ji t _ ~ B. I ADMINISTRATIVE COSTS: 150Qi.00 1. Personal Representative's Commissions Name of Personal Representative(s) ffic~y' ~lYle Wllllam`3 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address $ 30.6- $EBc~Ter Court city Chestertown State MD zip ~16:~ Year(s) Commission Paid` 20.08 z. Attorney Fees Law Offiiees of Christian: ~. Hugel 200.00 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 Cumberland County Registrar of VYi11s 330.00 5. Accountant's Fees 6. ~ Tax Return Preparer's Fees ~. Executer' s i~ond 1.425.00 iri. ~-atrio~t i~e`r~rs advertisiti; 266 . ~ ~i ~. ~;lunb4rl~-,n~? i:;o-;~_t;; La``~l~ Jottrn~.l ~,.~vt~:rt;i_:=> ~:r.~ ?5.0~:? 1 ~~. L, ', ~':,`i ~ ":C~.v~' ,~ y?:C'~>~isc,l/~yl~~:'.tl`~1.. .`4" ~_?~ e ~~1 ~F?Y'~ r1i~i1 `;;li"r l1CiT1%~ :,-~x~T J~~.~.1ti r U -~ 4 ]4. AT&~ 3g.38 1~5. Comcast 49.60 TOTAL (Also enter on line 9, Recapitulation) $ 769«4? (If more space is needed, insert additional sheets of the same size) REV-151a EX+ (9-00) SCI~IEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FAYE B. HERMAN 23,ib7=0688. RELATIONSHIP TO GECEDENT 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~ Mary Anne tis•'illiams daughter ~0;' of re.~idue 806 Beaver Court Chestertotivn, ~1D 21620 2 Janet Price P~~usarra Daughhter 5.0;'~ of re;;iciu-: 10423 Trail Ridge Gourt ~Iousto-r~, Tai 21620 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) ~~iu~.t~a-2 ~ ~{u9E~ Attorney at Law 502 Market Street Lemoyne, PA 17043 September 2, 2008 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Faye B. Herman, Deceased N0: 21-07-0688 Dear Register of Wills: ra C 1 ~~ ~ m ~ f N a'i , ~ . "y r •. - i am '~ ~ ° ) ~ 3 ; - , t ~o ~ r ~- ,,- ~ p :,- 0 Enclosed is an Inventory for filing in the above captioned matter. Please time stamp the copy of the Inventory and return the copy to me for my records. Also enclosed for filing are an original and one copy of Rev- 1500, PA Department of Revenue, Inheritance Tax Return, Resident Decedent. Attached to the Tax Return is a check in the amount of Ten Thousand, Two Hundred and Eight Dollars and Eighty Cents ($10,208.80) made out to Register of Wills of Cumberland County wYiich represents the tax and interest due in this matter. Please time stamp and return the enclosed extra copy of the return. Thank you for your time in these matters. If you have any questions, please contact me at your convenience. Sincerely yours C Christian C. Huge Phone (717) 737-5255 Fax (717) 737-6171 HAND DELIVERED Enclosures cc: Mary Anne Williams (w/o enc.)