HomeMy WebLinkAbout09-08-08--~ REV-1500 15056041147
EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue county code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN
PO 60X.280601 21 0 8 0 0$ 0 0
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
07092008 07181917
Decedent's last Name Suffix Decedent's First Name MI
KING ELIZABETH F
(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
FELL IN APPROPRIATE OVALS BELOW
® 1. Original Return ^ 2. Supplemental Return [) 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future interest Compromise ^ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
® g Decedent Died Testate ^ ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death 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:
ame Daytime Telephone Number
RON TURO 7172459688
Firm Name (tf Applicable)
TURO LAW OFFICES.
First line of address
28 S. PITT ST.
Second line of address
City or Post Office
CARLISLE
State ZIP Code
PA 17013
REGISTER OF WILLS USE ONLY
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Correspondent's a-mail address:
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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
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William J. King
S
19th Street. Camu-Hill. PA 17011
28 S. Pitt St., Carlisle, PA 17013
Ron Turo
J /i
Side 1
15056041147 15056041147
REV-1500 EX
15056042148
oeceaenYs Name: Ki N G ~ ELIZABETH F
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) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7.
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8.
9. Funeral Expenses 8 Administrative Costs (Schedule H} ......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11.
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ................................................. 13.
14. Net Vatue Subject to Taz (Line 12 minus Line 13) ................................................ . 14.
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 .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 8, 5 8 9. 0 7 16.
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-
20. FILL tN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
16,479.83
16,479.83
6,449.96
1,440.80
7,890.76
8,589.07
8,589.07
386.51
386.51
Side 2
15056042148 15056042148
REV-1500 EX Page 3 File Number 21 - 08 - 00800
Decedent's Complete Address:
King, Elizabeth F
STREETADDRESS
381 North 19th Street
_ _ _ ..
__ -_ -- -
STATE -- - j ZIP
Camp Hill I pA I
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InteresUPenalty if applicable
p. Interest
E. Penalty
Total Credits (A + B + C)
Total InteresUPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A, Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1) 386.51
(2) 19.33
(3) 0.00
(4)
(5) 367.18
(5A)
(56> 3 6 7.18
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 :.................................................................................. ~ _x
b. retain the right to designate who shall use the property transferred or its income :.................................... !,~_ fix',
c. retain a reversionary interest; or .................................................................................................................. ~_ [X j
d. receive the promise for life of either payments, benefits or care? .............................................................. ~ j j x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .....................................................................................................:................. I~ ~ x ~
_--
3. Did decedent own an "in trust fora or payable upon death bank account or security at his or her death?......... ~I x !,
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... I j I xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 exempt 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)]. A
sibling is defined under Section 9102, as an.individual who has at least one parent in common with the decedent, whether by blood or adoption.
19.33
SCHEDULE E
!, CASH, BANK DEPOSITS, ~ MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN i
RESIDENT DECEDENT ~
ESTATE OF King, Elizabeth F
- LE NUMBER -__-- -- _-
21 - 08 - 00800
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Diocese of Harrisburg -Savings Acct.., JTen w! William J. King - 50°/D Interest 14,061.20
2 Sovereign Bank Checking Acct. No. 1051069564 Jt w/William J. King - 50% Int. 2,418.63
-- - - -- -
TOTAL (Also enter on Line 5, Recapitulation) 16,479.83
it SCIfDULE H
COMMONWEALTH OF PENNSYLVANIA r~~
INHERITANCE TAX RETURN ~~,~~ ~~
RESIDENT DECEDENT ~
ESTATE OF King, Elizabeth F
Debts of decedent must be reported on Schedule I.
ITEM - -
NUMBER FUNERAL EXPENSES: DESCRIPTION
A. 1Neill Funeral Home, Inc.
B. I ADMINISTRATIVE COSTS:
1. ! Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Turo Law Offices
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
500.00
Street Address
' City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 141.00
Cumberland Law Journal 75.00
166.60
5. Accountants Fees
6. Tax Return PreparePs Fees '
7. Other Administrative Costs
1 Custom Graphic Technologies, Inc. -Cards & Envelopes 684.99
TOTAL (Also enter on line 9, Recapitulation) 6,449.96
LAST WII.L
OF
II,IZABETH F. I~TG
I, ELIZABETH F. KING of 381 North 19th Street, Borough of Camp Hill, Cumberland
County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by
me.
ITEM 1: I devise and bequeath all of my estate of every nature and wheresoever situate,
together with insurance thereon, to my husband, WILLIAM E. KING, providing he shall survive
me by thirty (30) days.
ITF1bI 2: Should my husband, WILLIAM E. KING, predecease me or die on or before the
thirtieth (30th) day following my death, I devise and bequeath all of my estate of every nature and
wheresoever situate, together with insurance thereon, to my son, REVEREND WILLIAM J. KING,
providing he is living on the thirty-first (31st) day following my death.
ITEM 3: Should my husband, WILLIAM E. KING, and my son, REVEREND WILLIAM
J. KING, predecease me or die on or before the thirty-first (31st) day following my death, I direct
that the following distributions be made of my Estate:
A. I bequeath the sum of Two Thousand Dollars ($2,000.00) to ROSEMARY NEUER
of 97 White Rock Terrace, Courtdale, Pennsylvania 18704;
B. I bequeath the sum of One Thousand Dollars ($1,000.00) to NANCY MURPHY of
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Apartment 114, 61 East Northampton, Wilkes-Barre, Pennsylvania 18701;
C. I bequeath the sum of One Thousand Dollars ($1,000.00) to WILDA KRAMER of
373 North 19th Street, Camp Hill, Pennsylvania 17011;
D. I bequeath the sum of One Thousand Dollazs ($1,000.00) to KERVIN KRAMER
of 373 North 19th Street, Camp Hill, Pennsylvania 17011;
E. I bequeath the sum of Five Hundred Dollazs ($500.00) to Sacred Heart Seminary,
Hales Corners, Wisconsin for the repose of soul of myself, my husband, WILLIAM E. KING, and
my son, REVEREND WILLIAM J. KING. I further direct that the number of Masses for such
intentions will be determined by the customary offering at the date the bequest is received by the
Sacred Heart Seminary.
F. I bequeath the lazge oil painting of the Late William J. Butler, M.D. to Charles
Lam,
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Edwards of 57 East Vaughn Street, Kingston, Luzerne County, Pennsylvania;
G. I direct that as soon as practicable after my death, the residual of my estate be sold
public auction and I devise and bequeath the residue of my estate, of every nature and
soever situate, together with insurance thereon, to MARJORIE GILOOLY of Apartment 404,
St. Clair, Toledo, Ohio; and BUTLER H. GREGORY of West Pike Bay, Loop Road, Cass
Minnesota, share and share alike, or to their issue, per stirpes.
ITEM 4: I direct that my body be buried in St. Mary's Cemetery, Wilkes-Barre,
vania, next to my mother, Elizabeth Butler Gregory.
1TF.NI 5: In the event any of my vital organs may be of assistance in maintaining or saving
life of another human being, I authorize my Executor or my next of kin to make such organs
ilable to any hospital or medical center for the purpose noted in this Item. However, my vital
ar-s and body shall not be available for studies in the promotion of scientific medicine or
research.
ITEIVI 6: I direct that all taxes that may be assessed in consequence of my death, of
whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my Estate.
.ITEM 7: I direct that my funeral expenses and expenses of my last illness be paid as soon
as practical after my decease.
ITII~I 8: I appoint my husband, WILLIAM E. KING, Executor of this my Last Will.
Should my husband, WILLIAM E. KING, fail to qualify or cease to act as Executor, I appoint my
son, REVEREND WILLIAM J. KING, Executor of this my Last Will. Should my husband,
WILLIAM E. KING and my son, REVEREND WILLIAM J. KING, fail to qualify or cease to act as
Executor, I appoint CAROL L. HOUGHTON of the City of Hamsburg, Dauphin County,
Pennsylvania, Executrix of this my Last Will.
PrEM 9: I direct that my personal representative or their successors shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
IT WITNESS WHEREOF, I hereunto set my hand the ~ day of .~ ,
1996.
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ELIZi4~ETH F. KING `='~'/ -~
The preceding instrument, consisting of this and one (1) other typewritten page, identified
by the signature of the Testatrix, ELIZABETH F. KING, was on the day and date thereof signed,
published and declared by ELIZABETH F. KING, the Testatrix therein named, as and for her Last
Will, in the presence of us, who, at her request, in her presence, and in the presence of each other
have subscribed our names as witnesses hereto.
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COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
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We, ELIZABETH F. KING, Ply ru ~' (.~z/64 r and
~`r ~.,-- ~ `'~ ~ ; ~-~ the Testatnx and the witnesses respectively, whose names are
f~ instrument bein first dul sworn do hereb declare to the
signe to the attached or o g g g y y
undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly, and that she executed it as her free and voluntary act for the purpose
therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix,
signed the Will as witness and that to the best of his or her knowledge, the Testatrix was at the time
eighteen (18) years of age or older, of sound mind and~o constraint or undue influence.
SUBSCRIBED and sworn to and acknowledged before me, G~! ~G~r(J J, C~. U /~~,
by ELIZABETH F. KIN ,the Testatrix, and subscribed and sworn~ct-oJJ before me by
Et- /': ~- ~~l ~- and Cl~ ~ ~, ~ ~ sue' ~-1~° , ~ ~~~ -~ ~~~''
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witnesses, this ~~ day of ~~C ~ ~., , 1996.
~Z~~ ~ . SEAL
Notary .Public
NOTARIaI. SERI.
EiLEEN B. COYNE NOTARY PUBLtC
HAMPDEN TWP. CUM$ERLAND CO.
MY COMMISSION EXPiRKg JUNE 2& f99~S