HomeMy WebLinkAbout01-13-0915056U41U46
REV-1500 EX (05-04) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Dept. 280861 INHERITANCE TAX RETURN
Hamsburg, PA 17128-0601 RESIDENT DECEDENT '•2 ~1 '. 0 8 0 ~ 0 7 6„$ ,.
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1.8 2 1r6 •6'6~5~6` ~0 4 1 1 2 Or0'.8. 0.7 1 •3 z1 .'9 r1 ~2~,
n.
Decedents Last Name Suffix Decedents First Name MI
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3'. an v:as4 e # ',C a t•hte;r i:n e Et
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(If Applicable) Enter Surviving Spouse's Information Below
Spouse s Last Name Suffix Spouse's First Name MI
•
Spouse's Social Security Number -'
' ~ "~ ~ '' , v,4 °k= "`t THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
~~~°~°* ~~~ s=N x~• __ ~,•1 ~_~ REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Reurn O 2. Supplemental Return
O 3. Remainder Return (date of death
O 4. Limited Estate
~ 6. Decedent Died Testate
(Attach Copy of Will)
O 9. Litigation Proceeds Received
O 4a. Future Interest Compromise (date of
death after 12-12-82)
O 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
O 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
prior to 12-13-82)
O 5. Federal Estate Tax Return Required
~ 8. Total Number of Sate Deposit Boxes
O 11. Election to [ax under Sec. 9113(A)
(Attach Sch. O)
wranwrvrvu~rv r - Ines 5tc IION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
G a r y R o t h s c h i l d 7 1 7 5 4 0 3 5 1 0
Firm Name (If Applicable)
L a w O f f i c e s o f G R o t h s c h
First line of address
2 2 1 5' F o' r: e s t! H° i 1 1 s D r: .
Second line of address
S~ u'"u i t e`, ` 3 5~
Cdy or Post Once ~ • State ZIP Code
H a` r r i> s b u~r~g P)A 1~~7~1
Correspondent's a-mail address: glrOthldF
Under penalties of perjury, I declare that I have examined this return, in
it is true, correct and complete. Declaration of preparer other than the
Nl~TURF~ OF PERSON RESpBNSIBLE FOR FILING RFTi ieu
Suite 35
REGISTER OF WILLS USE ONLV
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DATE FILED f.- . , '-~~
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:companying schetlules and statements, and to the best of my knowledge and belief,
representative is based on all information of which preparer has any knowledge.
Side 1
15056041046
15056041046
' ~~1
2215 Forest Hills Drive _ Harrisburg PA 17112
15056042047
REV-1500 EX
Catherine E. Savage
Decedent's Social Security Number
1 8 ';2 : 1 6 ,, 6. 6 S 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 8 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.
6. Total Gross Assets (total Lines 1-7) .................................... S.
is
~ %r .
1 =1
9. Funeral Expenses & Administrative Costs (Schedule H). _ ....... ..... .... 9 ~ ~' ~~
~
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... ... ..... 10 1 2 1 2
1
~
'
,~
(> ~
11. Total Deductions (total Lines 9 & 10) ... ......................... ..... 11 1 2 1 2. 1 ,. 6 ~~
12. Net Value of Estate (Line 8 minus Line 11) ................. .. ..... 12. 1 n S O 1 V e ~ n t
13. Charitable and Governmental BequestslSec 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, or
transfers under Sec. 9116
i6.
Amount of Line 14 taxable ~ v
. -
at lineal rate X .0 _ ~~ 16 '
17. Amoun[ of Line 14 taxable
at sibling rate X .12 •~ 77
18.
Amount of Line 14 taxable f
-
at collateral rate X 15 ~' 18
r !
19. TAX DUE ............... ......... ... .... 19
Na®iN;E
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
L,~, 15056042047 15056042047
REV-1500 EX F9ge 3
Decedent's Complete Address:
File Number 21_08-007()$
Catherine E. Savage
STREETADDRESS -_- --
_ 7020 Linglestown Road
CITY - -----
Harrisburg
I STATE - - - _ - - - --
ZIP
PA 17112
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
_-
rior Payments
--- - - - -----
. Discount - -~ --- _-
3. Interest/Penalty if applicable
D. Interest
E. Penalty __..-------------
TotalCredits(A+B+C) (2)
_ _-- Total Interest/Penalty (D + E )
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.
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.
R. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3)
(4)
(5) NONE
(SA)
(5B)
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 properly transferred;.. ......... ^ 0
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, benefts or care? ..................... .
2. If death occurred offer December 12, 1982, did decedent transfer properly 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? .................................................................................................................. ...... ^
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 exemo(a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
fling 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 (O) percent [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or far 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.
SCHEDULE F
lEALTH OF PENNSYLVANIA
tITANCE TA%RETURN JOINTLY-OWNED PROPERTY
ESTATE OF
Savage, Catherine E.
FILE NUMBER
21 - 08 - 0076R
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
A Dorothy A. Radle
JOINTLY OWNED PROPERTY:
ADDRESS
7020 Linglestown Road
Harrisburg, PA 17112
RELATIONSHIP TO DECEDENT
Sister
LETTER
ITEM FOR JOINT
NUMBER TENANT
__ DATE
MADE
JOINT DESCRIPTION OF PROPERTY
Include name of financial institution and bank account numbe
or similar identifying number. Attach deed forjoindy-held real
estate. - -
r DATE OF DEATH °~^ OF DATE OF DEATH
VALUE OF ASSET DECD'S VALUE OF
INTERES DECEDENT'S INTERE5
A
I
i
i 07/01/2006 M T Bank Account
Select Account # 802009 4,222.85 50% 2,111.43
i
i
i
'I
TOTAL (Also enter on line 6, Recapitulation) ~ 2 111.43
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
COM NHER~TNNDE TN%RETURN ANIA LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF
Savage, Catherine E.
FILE NUMBER
21 - OR - 0f17(.R
Include unreimbursed medical expenses.
ITEM
NUMBER
Golden Living Center-Camp Hill, PA
Claim by medical and nursing serices
DESCRIPTION
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
12,121.60
12,121.60
LA S7"WILL Arty T1=;S'IAMENT
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-CA'I'IHERINL E. SAVAGE ; icy ~="
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I, CATHERINE E. SAVAGE, of R. I7. 3, box 745 Harri
- _~.._....., ___. - ~urf,T,
dauphin County, Pennsylvania, ileing of sound mind, memory and under-
standing, cio tx~a.tie„ ~:ul>li.._h a.nd declare this as and for my LAST WILL,
~";,da~ "I-ES3'ANIF~`NT. in the rn&na~~~~ ~nci fcn•rr; i'ollowing, hereby revoking
an~3 ~Tlaicing vaid a13 farrrrr ~ i~a ill.:, .+;- w :?-itin~s in the nature ther_eot' by
A;~F~ ix~retoforr--. sklade
ITEN~ I_~ E diz~~ ct ri1s; rt•~l~;iLF-g;~> or 1~h:ecutvr, iacreinafte;r
-a'T7%d, t0 pay alf a 11 ii;S% ft-~1i ~'4 !I iJ3Rt: :I. C. ti: tk'nSC?F a6 ~OQ1'! l:fftEr niy
decease as is pz~ac.ticavie,
ITEivI I I - Ali thc: rest, residue and remainder of my estate,
whether real, personal or mixed, of whatever nature and description,
and wheresoever the same ma.y be situate at the time of my death, I
give, devise s.nd bequeath unto IX?RpT1~Y._ ATRADLE and LESTER Zx~
RADLE, her husband, of tZ_ (?. 3, Bax 745, f-Iarrisburg, Fennsyivania,
if living at my death, ar tr3 thc. survivo'c thereof.
I'f l~M I I I- I^ the event neit.hez~ I_;+pI;pTHY A, RAI~LE nor
Lh:~ i Elt W. RADLB I~~er ,iusbanc, are living at my death, then I give,
devise and bequeath alt the. rest, residue and remainder of my estate
unto Cheir ehree children, KENNETH 1~', 1:ADLE, of 266 Louther
Street, Lei7Payne, i'tannsylvania, DAVID N, RADLE, 5641 Lancaster
Street, Harrisburg, Pennsylvania, anti 6'D~1jA RD lvt. RADLE, of R. D.
3, 13ox 745, Harrisburg, Pennsylvania, share and share alike, if living
at my deatia-
1'TEB~1 I V - In t)ie event zany of said children predecease me,
llhl:.n thf'_ al3arE'. :ald ac:ce ~, sld C. Pk l1 r1',`~1ti it Ei'Ve taken if ltYing, Sl.ail ."al:
u t:i tZ-Iu1YLCit c'q Ualty ~3G tV!': 4,.ii 'i?r? a .; iUJi".' ?~7"-Ri itVtaj..
T.i F~IVi ~,~ '" t U'U i7i=l`C i7y c,<~yr11a;?Ct?, C:inStitUte aCld S3 t7pC21nt
:.`~lF jSf/i _i5 ~". 1:\E~I~~ ~. __ i~t )j C~; $i.,~ !-? Lei;" [: ~7E': .'',X8('.UtI'iX Of t. a`lIS`, (ny
i.,~a~,"~' 'd+'1L1. AI^Jl~ 7 >:i'1t5~~ ~'P~"[
,~l cJ,~? ;A1i.j fiiiC SPIT tnllZ.t~TS k3L'{;E::;,~',a ry
for the complete administrF~tion of r.;y estate, providin5 sine is living
at *ny loath, I kurthe.r. dire:.~t that niy sa%d irxer_utz~ix shall. serve with-
oizt band.
ITE~ti1 V i - Should the said DOROTHY A. RADLE fail to
qualify as such by reason of death, disability,orunwillingness to serve,
then I do hereby nominate, constitute. and appoint LESTER W. I2ADLE,
aforesaid, to be the IsxecutoP- of this, my LAST t4`'ILL AND TF_STAMENT,
and [direct that he shall serve without bond.
WI1't -yl;,SS;
`.
''~ !._ = -- C'ATiIERiNE E, SAVALaE _(SEALj
~ ~.~.: ~, r , - ~- •-^, ?' . c ATI~F_ RINE E. SAVA(:,E.
ITEM V I I - I direct z7ay Executrix, or Executor, to retain
BLMf R E, DARTER ~~SQUIRE of I-Iarrisburg, Pennsylvania, as
the attorney for tl~e administration of my estate,
IN ~~:'I'i'NF'SS'~~';-JiiRLGT~, I have hereunto set
any hand and seal to this, my I,AS~1• IL.,i-, AND TESTA~~/IEN'.C, this
'_' _
--~i_._.~ day of C3ctoix~x, ~~,, [~. I~7r.~_
_ ~'~`sT;?'r_:t~ii+ll SAVAGE; ~SLAi,I
'.~'I't{E^~:ti^;E r'. Ss'eiiAGl~: ^~
v;IrNF,T~, SI ,1i.t=ii?, `t't?I3UISIl~:t .ANC) f,IECLARi~D ley the above-
raan~t~d Testatrix, C~1^,T1Ji:ftiNl~: F:_~3A4~Af~F, a,^ and for hex LAS`i
u'IL.L ANI~ T.ESTAMEN'I_, in our' presence, and in the presence of each
othet•, we, believing her to be of sound and disposing mind, memory
anci understanding, have, at tier reRuest, hereunto subscribed our names
as witnesses thereto, in the presence of each other and of the Testatrix;
~"" .G
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~ ~ ~~i_s-~, ~e ~ `• , residing at r : ~ ~~
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:.fx.,,; , ~ <<.-~;_. E_a_ xesiding at _ `4~ /
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THE LAW OFFICES OF GARY L. ROTHSCHILD
2215 Forest Hills Drive Suite 35 Northwood Office Center IIarrisburg, PA 17112
Telephone (717) 540-3510 Facsimilie (717) 540-3512 I mail: glrothlaw@corncast.net
January 12, 2009
Ms. Glenda F. Strausbaug, Register of Wills
REGISTER OF WILLS' OFFICE ,~
Cumberland County Courthouse n~~o -!, '-'
1 Courthouse Square ~ ~, c_..
Carlisle, PA 17013 ~,z~ ~ ~r+,~`~,
~, W "
Re: Estate of Catherine E. Savaee, Deceased, No. 21-08-00768. ~" "~ v -'
-.:.iii ~ i'ri
....
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Dear Ms. Strausbaug, a ~ -
y ~
Enclosed please find an original and two copies of the Inventory and Inheritance Tax
Return (REV-1500) for the above-referenced estate. Please accept the original and one copy for
filing with your office and return the extra copies to me in the enclosed, self-addressed, postage
prepaid envelope. Please time-stamp all documents prior to processing them.
Also enclosed is a check in the amount of $ 15.00, payable to the Register of Wills, for
the required filing fee. No Inheritance Tax is due as the estate is insolvent. Please include a
receipt for this payment.
If you have any questions regarding this letter or the enclosed please contact me. Thank
you for your attention to this matter.
Very trul yours, la
Gary L. Rothschild, Esquire
Enclosures
cc: Ms. Dorothy A. Radle (w/enclosures)
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