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Home My WebLink About10-03-0815056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX.280601 2 1 0 8 0 8 4 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 05 09 2008 07 25 1912 Decedent's Last Name Suffix Decedent's First Name MI SADLER BALDWIN HELEN ~I (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 ~X ;I 1. Original Return ~ 1 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) I 4. Limited Estate L~ 4a. Future Interest Compromise I 5. Federal Estate Tax Return Required (date of death after 12-12-82) -- X- g Decedent Died Testate -1 ~ Decedent Maintained a Living Trust 1 8. Total Number of Safe De osi (Attach Copy of Will) I --~ ~ (Attach Copy of Trust) p t BOXES 9. Litigation Proceeds Received ~1 ~ p. spousal Poverty Credit (date of death ~ ~. 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 MARCI S. MILLER 717 540 4332 Firm Name (If Applicable) H A Z E N E L ]7 E R LAW REGISTE4~OF WILLS t ONLY -- C1 c: a First line of address ' ~ c 2 0 0 0 L IN(~LESTOWN RGAD ~~~-; I - ~ Second line of address ~ - .. ~ ..; ~~ SUITE 202 -- City or Post Office State ZIP Code Nancy S. Baldwin HARRISBURG PA 17110 crl Correspondent's a-mail address: 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 information of which preparer has any knowledge. ,gtGNAZURE OF PERSON RESPONSIBLE FOR FILING RETURN ...rte ADDRESS 10 Mitchell PJa~e, Apt. 3F, New York, NY 10017 1GN,$,~~1RE OF PRE yd¢ OTHER THAN REPRESENTATIVE ~~0~ Marti S. Miller ~~1 2000 Linglestown Rd., Harrisburg, PA 17110 Side 1 15056041147 15056041147 J 15056042148 REV-1500 EX Decedent's Name: Helen Virginia Sadler Baldwin _-- -- 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 & PJotes Receivable (Schedule D) ............................................. ............. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... ............ 5. 6. Jointly Owned Property (Schedule F) ~ _J Separate Billing Requested . ............ 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probale Property (Schedule G) ~ Separate Billing Requested . ............ 7. 8. Total Gross Assets (total Lines 1-7) .......................................................... ............. 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ............................ ............. 9. 10. Debts of Decedent, Mortgage Liabilities, & 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 Value Subject to Tax (Line 12 minus Line 13) .................................... ............ . 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 0 0 0 15. 16. Amount of Line 14 taxable 8 6 6 6 9 5 16. at lines! rate X .045 17. Amount of Line 14 taxable 0 ' 0 0 17. ..12 at sibling rate X 18. Amount of Line 14 taxable 0 0 0 18. at collateral rate X .15 19. .................................................................... Tax Due ................................... ............. 19. . 20. FILL IN THE OWAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 11,954.88 1,469.14 7,515.98 20, 940. 00 8, 019. 54 4, 253, 51 12, 273. 05 8, 666. 95 8.666.95 0.00 390.01 0.00 0.00 390.01 Side 2 150.56042148 15056042148 REV-1500 EX Page 3 File Number 21-08-0848 Decedent's Complete Address: Helen Virginia Sadler Baldwin -_ __ STREET ADDRESS 39 Parker Street CITY Carlisle STATE- ZIP PA ' 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 390.01._ 2. CreditslPayments A. Spousal Poverty Credit g. Prior Payments C. Discount 0.00 -- ---- Total Credits (A + B + C) (2) 3. InterestlPenalty if applicable - - - p. Interest E. Penalty ____ Total Interest/Penalty (D + E) (3) q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) 39 0 01 A. Enter the interest on the tax due. (5A) g. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5g) 3 9 O.O Make Check Payable to: REGISTER OF WILLS, AGENT 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? ....................................................................................................................... I - [X_~' 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.,....... _'~, ~ x I 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which _ contains a beneficiary designation? ...................................................................................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS lS YES, YOU MU5T COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1954 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 exemat 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. §<.t116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the riet 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. Rev-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF (FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 53 shares of AT~T, Inc. -stock 24.81 1,314.93 Accrued dividend on Item 1 through date of death 2.40 2 36 shares of Comcast -stock 21.81 785.16 Accrued dividend on Item 2 through date of death 10.31 3 4 shares of Fairpoint Communications, Inc. -stock 9 36.00 4 256 shares of Verizon -stock 37.875 9,696.00 Accrued dividend on Item 4 through date of death 110.08 TOTAL (Also enter on Line 2, Recapitulation) 11,954.88 (Ii more space Is needed, atltlltional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6.98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX F2ETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form softuvare only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6.98) SCHEDULE F COMMONWEALTH OF PE:NNSVLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Nancy S. Baldwin 10 Mitchell Place, #3F Daughter New York, NY 10017 B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 1/29/1999 1998 Volkswagon Jetta -per Kelly Blue 4,030.00 50.000% 2,015.00 Book value 2 A 6/14/1999 227 shares of Alcatel-Lucent -stock 1,589.00 50.000% 794.50 3 A 6/24/1999 266 shares of AT&T, Inc. -stock 6,599.46 50.000% 3,299.73 4 A 6/24/1999 129 shares of Comcast -stock 2,813.49 50.000% 1,406.75 TOTAL (Also enter on Line 6, Recapitulation) I 7,515.98 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-1151 EX+ (12.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q. FUNERAL EXPENSES: See continuation schedule(s) attached ~ 4,333.54 B. 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 Hazen Elder Law 3. Family Exernption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 315.00 3,000.00 4. Probate Fees 106.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 265.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,019.54 Copyright (c) 2002 form softuvare only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+(6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1602 EX+ (6-98) COMMONWEALTH OF PEIVNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-67 (Rev. 6-98) Rev-1612 EX+IB-98) COMMONWEALTH OF PEIVNSVLVANIA INHERITANCE TAX RIETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF (FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 Include unreimbursed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) SCHEDULE J COMMO ER TANCEOTEAX RE URNANIA BENEFICIARIES RESIDENT DE=CEDENT ESTATE OF FILE NUMBER Sadler Baldwin, Helen Virginia 21-08-0848 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustee s (Words) ($$$) I- TAXABLE DISTRIBUTIONS [include.outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Nancy S. Baldwin Daughter entire estate 10 Mitchell Place #3F New York, NY 10017 Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropr iate, on Rev 1500 cove r 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 II -ENTER TOTAL NON-TAXABLE DISTKIBU I IUNS VEV uivt ~s ur i<tv--EODU uwtK antr I I v.v~ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Kelley Blue Book -Private Party Pricing Report -Volkswagen, Jetta -Official Kelley Blu... Page 1 of 2 Wiley Blue hook THE TRUSTED RESUURCE ......,. ~,,.,....~mY~.c•s advertisement ` Condition Value ~- nr uuu[ ~ ;~ ~ " ~--~ Excellent $4,985 4 Good $4,550 r+~ Fair $4,030 (Selected) Vehicle Highlights .Mileage: 75,112 Engine: 4-Cyl. 2.0 Liter Transmission: Automatic Drivetrain: FWD Selected Equi E~ment Standard Air Conditioning Power Door Locks AM/FM Stereo Power Steering Tilt Wheel Dual Front Air Bags Blue Book Pirivate Party Value Private Party Valcie is what a buyer can expect to pay when buying a used car from a private party. They Private Party Value assumes the vehicle is sold "AS Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be' used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Excellent $4,985 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any painC or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. less than 5% of all used vehicles fall into this category. Goad .... $4,550 CIOSe Window Send to Printer http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=1998&Mileage=75112&... 9/16/2008 1998 Volkswagen Jetta GL Sedan 4D B111E 80Qk'' PI~rYAfE ~AR'F`1' VALE advertisement _._ ____. RX r"" , -~ + ~ 4 ~,,,,~' Your Lexus dei3ler. .Pursuing Per fPrlxon. Kelley Blue Book -Private Party Pricing Report -Volkswagen, Jetta -Official Kelley Blu... Page 2 of 2 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most eonsumFer owned vehicles fall into this category. +~ Fair (Selected) r-<<~ $4,030 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires imay need to be replaced. • There may be some repairable rust damage. Poor ry~p • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 9/'16/2008 http://www.kbb.cc-m/KBB/LJsedCarslPricingReport.aspx?Yearld=1998&Mileage=75112&... 9/16/2008 ~~ ~~ x ~ ,~, 7 ~ ~T d ~ ~~ ~ ~~ ~ ~ .~ ~ z ~' ~ ~ ~ ~~ v ~ '~ ~ ~ m ~ N °_ o "1~ d w w ~ ,~+ r-~ LAST WILL AND TESTAMENT OF HELEN VIRGINIA SADLER BALDWIN I, Helen Virginia Sadler Baldwin, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts and funeral expenses, together with the expenses of the administration of my estate, including any state, federal or other deatth taxes payable because of my death, shall be paid from my residu<~ry estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate unto my daughter, Nancy Sadler Baldwin, absolutely. ITEM III: I appoint Nancy Sadler Baldwin, Executrix of this my Last Will and Testament. ITEM IV: I direct that my personal representative shall not be requirE~d to give bond for the faithful performance of her duties in any jurisdiction. IN WETNESS WHEREOF, I have hereunto set my hand and seal, this ~/~~ _ day of April, 1999. i / ~ r '- 2i ~//~~-,Jvn/1~ ,. ~ ~_~.~--~i~y~ii --~ [SEAL ] Helen Virginia Sadler Baldwin The preceding instrument, consisting of one (1) typewritten page, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Helen Virginia Sadler Baldwin, 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. ~ ~~~ r---., COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, :Helen Virginia Sadler Baldwin, Dale F. Shughart, Jr., and Nancy Sadler Baldwin, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as hers last Will and that she had signed willingly, and that she executed :it as her free and voluntary act for the purposes therein e:Kpressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that ito the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ' I ,, ~~/, Testatri~q ~~~ Wit ss ~2~~ ~~~~~ J~ Witness Subscribed, sworn to and acknowledged before me by Helen Virginia Sadler Baldwin, Testatrix, and subscribed and sworn to before me by Dale F. Shughart, Jr., and Nancy Sadler Baldwin, witnesses, this ~ day of April, 1999. O~ ~~"-"~~ Notary P is MdTA1MAt.iEI1L ~ oon~, Norwy PuBUc Sono of c~nua~, p~rp~ counm ~~ s ocroeEA,~ goat