HomeMy WebLinkAbout09-29-08,- 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
Po Box 2aosol 21 08 0140
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
209-20-1257 - 02/01/2008 10/26/1919
_. _ _ _
Decedent's Last Name Suffix Decedent's First Name MI
GETZ _ VERA A
(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
r.'r; 1. Original Retum 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-82)
~,,_ 4. limited Estate w= 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required
death after 12-12-82)
6. Decedent Died Testate 7. Decedent Maintained a Living Trust __ ,._._ 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
_~._> 9. Litigation Proceeds Received ~'A 10. Spousal Poverty Credit (date of death "":3 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
TERRIE LYNN SCHOONOVER (570) 928-8926
_. 3--~.
Firm Name (If Applicable) _ _ _ _ - >~ ~ ...._.... :~ ,
...........REGISTER (~F~LS USE ONLY i ;
_. r~ _
SCHOONOVER ACCOUNTING ~`~ _ ~~ '
[ '_. F ~ N
First line of address r '
.._ ~,
P. O. BOX 457 "- ~ --
_ _y
Second line of address ` ~ ~ ~ -~. '
_ _ ~ -'
248 S. GERMAN STREET ~ '
' _ . _ _ .. _ DATE FILED ~
City or Post Office State ZIP Code -----. -•----~-----... ~.___.. _~_ ....~ '
_. _
DUSHORE PA ' 18614
Correspondent's a-mail address: SCHOONOVER@EPIX.NET
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 tr e, correct and compVete. DeG lion o reparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG ATURE qq~~ PERSON RE NSIBL FOg.~ILING RETUg~ ~ DATE
_ _ if/, . _ _ . // _ .. U 0. 09/18/08
SANDRA G. FILIP'PELLI
SIGN TURE OF PR RER OTHER AN EPRESENTATIVE DATE
09/18/08
ADDRESS
P. O. BOX 457, ~ 8 S. GERMAN ST., DUSHORE, PA 18614
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056051058 15056051058
+ ~
15056052059
REV-1!i00 EX Decedent's Social Security Number
__
VERA A GETZ 209-20-1257
Decedent's Name:
RECAPITULATION
1.
Real estate (Schedule A) ............................................ __
. 1.
0.00
2. Stocks and Bonds (Schedule B) 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3. ' 0.00
4.
9 9 ( ) ............................
Mort a es & Nortes Receivable Schedule D 4.
. 0.00
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 5. 33,690.81
6. Jointly Owned Property (Schedule F) _.'~i Separate Billing Requested ...... . 6. ', 0.00
_-
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
0
00
(Schedule G) _-=.~ Separate Billing Requested....... . 7. .
8. Total Gross Assets (total Lines 1-7) ................................... . 8. ' 33,690.81
9. Funeral Expenses & Administrative Costs (Schedule H) .................... . 9. ' 3,567.45
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... . 10. ' 1,879.53
11. Total Deductions (total Lines 9 & 10) .................................. . 11. i, 5,446.98
12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. ' 28,243.83
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ....................... . 13. 0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... . 14. 28,243.83
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 .o_- 0.00 ' 15. '; 0.00
16. ~.. _ .. ._
Amount of Line 14 taxable
at lineal rate x .0 45 28,243.83: 1 g, 1,270.97
17. Amount of Line 14 taxable
0
00 '
0
00
.
at sibling rate X .12
. r. ~. _. ........_~ .~ ..
. ~
.. .. .....
_ 17 .
_ ,. . ,-__. ._ w__.~....
18. _
~, .
.. .
.
Amount of Line 14 taxable
0
00 '
0
00 '
.
at collateral rate X .15 18 .
,
19. TAX DUE ....................................................... ..19.', 1,270.97
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 Side 2
}^'~''
15056052059
REV-1500 £X
Decedent's Complete address:
VERA A C~ETZ
STREET ADDRESS
1117 NOVEMBER DRIVE:
File Number „ _
___ 21._._ -_08 0140
DECEDENT'S SOCIAL SECURITY NUMBER
209-20-1257
CITY !STATE ZIP
CAMP HILL PA ~ 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 1,270.97
2 CreditslPayments 0.00
A. Spousal Poverty Credit _. _
B. Prior Payments 0.00
C. Dismount 0.00
- - - Total Credits (A + B + C) (2) 0.00
3. InteresUPenalty if applicable
D. Interest 0.00
E. Penalty 0.00
-- Total InteresUPenalty { D + E) (3) 0.00
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) 0.00
5. If Line 1 + Line 3 is greater than (Line 2, enter the difference. This is the TAX DUE. (5) 1,270.97
A. Enter the interest on the tax due. (5A) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 1,270.97
Make Check Payable fo: 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 :.......................................................................................... ^ Q
b. retain the rigiht to designate who shall use the properly 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
3. Did decedent o+nrn an "in trust for" or payable upon death bank account or security at his or her death? .............. ^
4. Did decedent o+~vn an Individual Retirement Account, annuity, or other non-probate property which
contains a beneeficiary designation? ................................................................. ..................... ^ 0
..................................
IF THE ANSWER TO ANY OF 1'HE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF f HE RETURN.' - -
.~ ,
a _ -
a@1 _ d ~ .
For dates of death on or after July 11, 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 11, 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+ (6-98j
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECE_DEN7
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE Nt1MBER
VERA A GETZ 27-Q8-014Q
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ail property jointly-owned with right of survivorship must be disclosed on Schedule F.
~~~ ~~~~~= w=~~ ~~ nccucu, user[ aaa~nonai sneers or the same size)
REV-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
VERA A. GETZ 21-08-0140
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
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFDRREALESTATE. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
1. Beverly G. Kann, gift to daughter in August, 2007 3000.00 100% 3000.00 0
2. Sandra G. Filippelli, gift to daughter in August, 2007 3000.00 100% 3000.00 0
3. Sharon Getz, gift to daughter-in-law in August, 2007 3000.00 100% 3000.00 0
4. Steven D. Getz, gift to son in August, 2007 3000.00 100% 3000.00 0
TOTAL (Also enter on line 7 Recapitulation) $
{If more space is needed, insert additional sheets of the same size)
0.00
EV:-1511 EX+r;12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDI~LE N
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
VERA A GETZ 21-08-0140
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXIPENSES:
1.
REFRESHMENTS
PASTOR FEE
ORGANIST
NEIL FUNERAL HOME
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s) SANDRA G. FiLiPPELLI
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 2911 BEVERLY ROAD
City DAMP HILL -State PA Zip 17011
Year(s) Commission Paid: 2008
2_ Attorney Fees
3. Family Exernption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Streed Address
City State -Zip
Relal:ionship of Claimant to Decedent
4. Probate Felss
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same site)
302.78
300.00
75.00
1,162.67
1, 250.00
125.00
0.00
102.00
0.00
250.00
3, 567.45
REV X1572 EX+ (12; 03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX 12ETURN
RESIDENT DECEDENT
SCHEDULE f
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
VERA A GETZ 21-08-0140
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
tir more space is neeoed, insert additional sheets of the same size)
REV-`i 513 EX+ 19-`~0,
~ ,
- SCHEDULE J
COMMONWEALTH OF PENIVSYLVAN~A BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
VERA A GETZ 21-08-0140
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME ,AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
~ TAXABLE DISTRIE3UTfONS jinclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1 ~ BEVERLY KANN, P. 0. BOX 75, LAPORTE, PA 18626 CHILD 25%
2 SANDRA FILIPPELLI, 2911 BEVERLY RD, CAMP HILL, PA 17011 CHILD 25%
3. SHARUN GETZ, 12178 CEDAR TRACE DR,. JACKSONVILLE, FL 32246 CHILD 25%
4. STEVEN GETZ, 414 JOYCE ST., ARLINGTON, TX 76010 CHILD 25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
tt 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 DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $
(If more space is needed, insert additional sheets of the same size)
.-~
LAST WILL A~iD TESTAIVIE'~1T ~~_' ._~ ~_'
OF VERA A. GETZ -- = ~/
__
I, VER.A A. GETZ, of l l 7 November Drive, Apartment 1, Camp Hill, Cumberland-Cou~Ty. ,
Pennsylvania, being of sound mind, memory and understanding, do make and publish_ this my Last
Wil] and Testament, hereby revoking and making void all former Wills by me at anytime made,
FIRS"I_: I direct that all my just debts and funeral expenses be paid by my Executrix
hereinafter named as soon after my death as maybe convenient.
SECOND: I give and devise all of my tangible personal property unto my daughters,
BEVERLY G. KANTi and SANDRA G. FILIPPELLI, or the survivor, to be distributed among my
family members at their sole and absolute discretion.
THIRD: I then. give, devise and bequeath all the rest, residue and remainder of m~= estate;
be it real, personal or mixed, in equal shares, share and share alike, as follows:
A. One share unto my daughter, BEVERLY G. KANN,
B. One share unto my daughter, SANDRA G. FILIPPELLI,
C. One share unto my daughter-in-law, SHARON GETZ, and
D. One share unto my son, STEVEN D. GETZ.
In the event. thhat any of my ]ierein named beneficiaries fails to survive me, then that person's sha~~e
shall pass to their issue per stirpes.
FOU]ZTH: I nominate, constitute and appoint my daughters, BEVERLY' G. K..ANN and
SANDRA G. FILIPPELLI, or the survivor, to be the Co-Executors of this, my Fast ~'iil <~n:i
Testament, without bond.
In wii:ness whereof, I, VERA A. G~TZ, the Testatrix above named, have hereunto subscribed
my name and affixed my seal, the ~"~- day of I~iay, in the year of our Lord two thousand seven
---
(2007)-
. ;_,.
Vera A. Getz i~
Signed, sealed, published and declared by the above named Testatrix, VERA A. GETZ, as
and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our name
at her request as witnesses thereto in the presence of the said Testatrix and `of each other.
L/ lr~
• REGISTER OF iNILLS
CUMBERLAND COUNTY
PENNSYLVANIA
No . 2008- 00740
Estate Of : VERA A GETZ
CERTIFICATE OF
GRANT OF LETTERS
PA No. 27- 08- 0740
(First, Middle, Last)
Late Of : CAMP H/LL BOROUGH
CUMBERLAND COUNTY
Deceased
Social Security No: 209-20-7257
WHEREAS, on the 8th day of February 2008 an instrument dated
May 22nd 2007 was admitted to probate as the last will of
VERA A GETZ
/First, Middle, Lasr/
late of CAMP HILL BOROUGH, CUMBERLAND County,
who died on the 1st day of February 2008 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi I I s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that. I have this day granted Letters TESTAMENTARY to:
SANDRA G~ FlLIPPELLI and BEVERL Y G KANN
who have duly qualified as EXEGUTOR(R/X)
and have agz-eed to administer the estate according to Iaw, all of which
fully appeaz-s of record in my office at CUMBERLAND COUNTY COURT HDUSE,
CARLISLE, PEN,NSYL VANIA.
IN TEST1."MONY WHEREOF, I have hereunto set my hand and affzxed the seal
of my offi cep on the 8th day of February 2008.
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LASTI
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C{~zens Bank
i-sss••gso-4iaa
Catt Citizens PhoneBank anytime Eor account information,
current rates and answers to your questions.
- US259 SR758
VERA A GETZ
117 NOVEMBER DR
CAMP HILL PA 17011
12 1
Checking Account
Statement
Q OF 4
Begilming January 10, 2008
throuyi February 08, 2008
Checking
sulrr+aRv
Balance Calculation
Previous Balance 1,006.38
Checks 485.41 -
Withdrawals 240,89 -
Oeposits & Additions 1,993.36 +
Current Balance 2,273.44 =
Rewards Point Summary as of 01/31/08:
Earned: 0 Points Expiring 02/29/08
_ Redeemed: 0 Points Expiring 03j31/O8
Expired: 0 Points Expiring 04/30/08
Available: 0 Renewal Month: March
Visit the Rewards online redemption site at:
citizensbank.comjrewards or call 1-888-777-3946 to redeem points.
0
0
0
VERA A GER
Green Checking
621376-554-2
Previous Balance
TRANSACTION DETAILS 1,006.38
Checks- There is a break in check sequence
Check # Amount Date Check # Amount Date
1067 53,31 01/23 to76 1n3.31 ntt1F
1068 100.00 01%29 1079` 12.72 02J06
1072* 41.00 fll/15 1080 26.69 01/28
1013 6.67 01/15 1081 43.84 01/23
1074 24.00 02/01 1082 15.04 01/24
1075 34.50 01/16 1083 24.35 01/29
Total Checks
4$5.41
Vithdrawals
they Withdrawals
de Amount Description
'.J10 60.81 Retail Services2 theckpaymt 080110 1066
j25 44.07 Verizon Arc Check Pymt 080124 1077
j08 135.95 United ~4merican Ins. Prem 080248 57459298810208
Total withdrawals
240.89
posits & Additions
e Amount Descriptian
'18 391.68
41 1,210.00 Pma Ins Grp Achppayment 080118 208105872000004
US Treasury 303 5oc Sec 024108
01 391.68 Pma Ins Grp Achpayment 080201 208105872000000
fiber FDIC Q Equal Housing lender
ESTATE OF VERA GETZ
SMITH BARNEY ACCOUNT 32,856.42
MINUS 12/25/07 CK (75.00)
MINUS 01/30/08 CK (2,500.00)
BALANCE AS OF DOD 30,281.42 30,281.42
INTEREST INCOME 602.46 0
VERIZON REFUND 12.47 1
COMCAST REFUND 2.87 1
RENTERS INSURANCE REFUND 32.00 1
UNITED HEALTH INS REFUND 162.77 2
TRANSFER FROM CI<NG 1,085.88 0
TRANSFER FROM CKNG 1,210.00 0
MEDICARE DIABETIC SUP REFUND 59.10 2
UNITED AMER DIABETIC SUP REFUND 14.78 2
IRS STIMULUS CHECK 300.00 0
PA RENT REBATE 500.00 0
3,982.33
EXPENSES:
PPL 25.80 1
CABLE 6.55 1
PHONE 51.62 1
RENT 849.38 1
BOSCOV'S 12.71 0
DOCTORS 57.33 2
REGISTAR OF WILLS 102.00 3
FUNERAL EXPENSES 302.78 4
PMA INSURANCE 83.92 2
PASTOR COVER 300.00 4
ROBINETTE BUTTS-ORGANIST 75.00 4
TRINITY-GIFT 1,000.00 0
HOSPICE-GIFT 500.00 0
CHRIS GETZ-GIFT GRANDSON 200.00 0
NEIL FUNERAL HOAAE 1,162.67 4
TAMARA DORTCH-GIFT GRANDSON 300.00 0
HOLY SPIRIT-MED E.XP 870.40 2
NEUROLOGY CENTER-MED EXP 20.34 2
HOLY SPIRIT-GIFT 500.00 0
STEVE GETX-GIFT 100.00 0
JANETH MILLER-TAJCES 4.90 1
INTERNIST-MED EXP 57.33 2
STEVE GETZ-SONS; GIFTS 500.00 0
STEVE GETZ-SONS GIFTS 500.00 0
(7,582.73)
CALCULATED 26,681.02
PER ENDING STATEMENT 08/31/08 26,666.82
IMMATERIAL VARIANCE 14.20
1=UTILITIES, RENT AND INSURANCF_ FOR APARTMENT NET OF REFUNDS
890.91
2=MEDICAL EXPENSES 8 INSURANCE NET OF REFUNDS
988.62
3=PROBATE FEES
102.00
4=FUNERAL EXPENSES
1,840.45
ESTATE OF VERA GETZ
CITIZENS CHECKING ACCT 2/08/08 2,273.44
UNITED AMERICAN INS PREM 2/08/0 135.95 2
BALANCE AS OF' DOD 2/01/08 2,409.39
ALL OTHER CHECKS WERE WRITTEN PRIOR
TO DEATH
BALANCE PER 02/11/08 STMNT 2,295.88
TRANSFER TO SMITH BARNEY (1,210.00)
TRANSFER TO SMITH BARNEY (1,085.88)
ENDING BALANCE -
BALANCE PER 02/11/08 STMNT 2,295.88
CITIZENS CHECKING ACCT 2/08/08 (2,273.44)
HOLD ON ACCT 22.44
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