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Home My WebLink About09-25-08 (3)15056041169 REV-'I 500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue BureauoilndividualTaxes County Code Year File Number PO Box 280601 INHERITANCE TAX RETURN ~~ i ~ ~ Harrisburg,PA17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 452-21-0494 09232007 06211957 Decedent's Last Name WRIGHT Suffix Decedents First Name KAREN MI R (lf Applicable) Enter Surviving Spouse's Information Below 5pouse's Last Name Suffx Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI FILL INAPPROPRIATE BOXES BELOW ® 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12.13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a living Trust 0 6. 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 CORRESPONDENCEAND CONFDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0; Name Daytime Telephone Number KEVIN M. SCOTT, ESQ. ra 717.257.71 t'~ Firm Name (tfApplicable) SAUL EWTNG LLP First line of address 2 NORTH SECOND STREET, 7TH FLOOR Second line of address City or Post Office HARRISBURG -:_C~ ,~ " :7 J - r., -~ Gii - ~ ~ ~:~> --i .. '' N DATE FILED C.J REGISTER OF Wltitj5 USE ON~Y1 State ZIP Code PA 17101 Correspondent's a-mail address: KSCOTT~SAUL . COM Under penalties of perjury, I declare that I have examined this return, including accompanylnQ 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. ~~. 22 NORTH PATTERSON PARK AVENUE, BALTIMORE, MD 21231 tL/ v Y, SAUL EWING LLP, 2 NORTH 5ECOND STREET, 7TH FLOOR, HARRISBURG, PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 15D56041169 15056041169 15056D42160 REV-1500 IX Decedent's Social Security Number Decedent's Name: KAREN R WRIGHT _ 4 5 2 - 21- 0 4 94 RECAPITULATION 1. Real estate (Schedule A) ............................ . ................ 1. 2. Stocks and Bonds (Schedule B) ....................................... . 2. 3. Closely Held Corporation, Partnership or Sofe-Proprietorship (Schedule C) .... . 3. 4. Mortgages & Notes Receivable (Schedule D) .............. . ............. . 4. 5. Cash, Bank Deposits $ Miscellaneous Personal Property (Schedule E} ....... . 5. 5 7 , 4 2 8.91 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. 5 7 , 4 2 8.91 9. Funeral Expenses & Administrative Costs (Schedule H) .................. . . . 9. 6 , 24 7.66 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............... 10. 11. Total Deductions (total Lines 9 & 10) .................................. 11. 6 , 2 4 7 . 6 6 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 51, 181.2 5 13. Charttable 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. 51, 181.2 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0. 0 0 15 0. 0 0 (a)(1.2) x .o_ . 16. Amount of Line 14 taxable at lineal rate x .04 5 51, 181.2 5 16. 2 , 3 03.16 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate x .12 . 17 . 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate x .15 . 18 . 19. TAX DUE ........................................................ 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 2,303.16 Side 2 15D5604216D 15056042160 REV-1600 EX Page 3 Decedent's Complete Address: Frle Number 21- 0 7 - 010 2 9 DECEDENT'S NAME KAREN RUTH WRIGHT STREETADDRESS 814 YVERDON ROAD CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1} 2 , 3 03.16 2. CreditslPayments A. Spousal Poverty Credit 0 B. Prior Payments 0 C. Discount 0 Total Credits (A + 6 + C) (2) 0 . 0 0 3. InteresUPenalty if applicable D. Interest 10 0 . 0 0 E. Penalty Total InteresUPenalty (D + E) (3) 10 0 . 0 0 4. Ii Line 2 is greater than Ltne 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than L'me 2, enterihe difference. This is the TAX DUE. (5) 2 , 4 0 3.16 A. Enter the Interest on the tax due, (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 2 , 4 0 3.16 Make Check Payable to: REGISTER OF WILLS, AG ENT 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 "intrust 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? ........................ . . . . . .... . .....................:.. ^ tF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS 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 benefciary. 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)J. 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)J. Asibling is defined, under Section 9102, as an individual wha has at least one parent in common with the decedent, whether by blood or adoption. / REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER KAREN RUTH WRIGHT 21-07-01029 Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointy-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert addfional sheets of the same size) REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER KAREN RUTH WRIGHT 21-07-01029 Debts of decedent must be reported on Schedule t. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ HOWELL FUNERAL HOME 1,545.00 6. 1 2. 3. 4 5 6 7. 8. 9. 10. 11. 12. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: Attorney Fees 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees SENTINEL - ADVERTISE GRANT OF LETTERS CUMBERLAND LAW JOURNAL - ADVERTISE GRANT OF LETTERS SAUL EWING - COPIES, MILEAGE, POSTAGE DISH NETWORK - FINAL BILL CHRIS WRIGHT - REIMBURSEMENT FOR AIRPLANE TICKET CHRIS WRIGHT - REIMBURSEMENT FOR WAYNE MEMORIAL HOSPITAL BILL 2,000.00 170.00 142.66 75.00 50.00 65.00 600.00 1,600.00 TOTAL (Also enter on line 9, Recapitulation) b 6 , 2 4 7 . 6 6 State ZIP (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER KAREN RUTH WRIGHT L1-V/-V1UL7 RELATIONSHIPTODECEDENT AMOUNT OR SHARE NUMBER NAMEANDADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)J CHRISTOPHER LEE WRIGHT SON 100°s 22 NORTH PATTERSON PARK AVENUE BALTIMORE, MD 21231 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWNABOVE ON LINES 15 THROUGH 1 8, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR ViMICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLEANDGOVERNMENTALDISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 5 (If more space is needed, insert additional sheets of the same size) BankofAmerica~~ Southern California Legal Order Processing Request For Information #25405, CA9-705-05-21 P.O. Box 3609 Los Angeles, CA 90051 This Information is CONFIDENTIAL and furnished as a matter of business courtesy. No responsibility is assumed by this bank or its officers. Saul Ewing at Law 2 North Second Street, 7th Floor Harrisburg, PA 17101-1619 01 /08/08 Per your request, the following is information on the account(s) maintained for Estate of Michael L. Wright and Karen R. Wright. ACCiEt .... . ,ACCOUNT TYPE ACCOUNT # ~[~T~Rt/ST ~ , B#kLAfi[CE::.::: . 1. Business Checking 2. Checking 3. Checking 4. Savings 5. IRA 0060 7810 0601 0026 6623 4744 0057 4093 7056 0026 6741 0053 800 000 0067 6345 n/a n/a $15.43 $0.00 $1.82 $6,466.68 $6,400.82 $56,626.40 $137.08 $1,421.28 The date of death balances as of 09/23/2007 and accrued interest are indicated above. Accrued interest is not included into the balance. Account #1 is held as Lone Star Enterprises (Michael L. Wright). Account #2 is held Christopher L. Wright or Oscar O. Wright and Michael Wright. Accounts #3 and #4 are held as jointly by Karen Wright and Michael L. Wright. Account #5 is held individually by Michael L. Wright. Our records show there is credit card (4888-6032-1923366) on file, for information please call 1-800-732-9194, they should be able to assist you. Please note that Bank of America has implemented a $20.00 processing fee for each request received to provide balance information on accounts held in the name of our customer as of the date of death. Please provide us with the appropriate payment at your earliest convenience. Sine, ~~ Sarkis Melkonyan Officers; Lead Operations Representative (213)240-3457 Reference Number: L1203-613 Please send proper documentation with each request. Requests without such documents risk being returned unprocessed. os-i~-~as6g 7_zooo