The URL can be used to link to this page

Home My WebLink About01-23-0915056041158 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po sox zaosol INHERITANCE TAX RETURN 21 08 0650 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 578-22-0661 D4282008 03101924 Decedent's Last Name ARNDT Suffix Decedent's First Name BARBARA (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Return ^ 4 . Limited Estate 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 2. Supplemental Return ^ 4a. ^ 7. ^ 10. Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) MI C MI ^ 3. Remainder Return (date of death ^ 5. prior to 12-13-82) Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHO~ BE DIRECTEt Name Daytime Telephone NumbeT~j `L' C..... JENNIFER DENCHAK WETZEL, ESQUIRE 717-232-50QD_-y;? :a Firm Name (If Applicable) :_~ ['rt fV c _,i`7 METTE, EVANS & WOODSIDE REGISTER OF~I1tE1~ ,~ ONLY First line of address -~ =--I hl 3401 NORTH FRONT STREET ~ co Second line of address PO BOX 5950 City or Post Office State ZIP Code DATE FILED HARRISBURG PA 17110-0950 Correspondent's a-mail address: L J K N O D E a1 M E T T E• C O (7 :.~ _~ r. , , ~ ::~ r ~-, .` rti _.~ ; 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 all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ZOE ANN BOUCHELLE ~~~ ~~}~~ ~c~1~ ~~~ DATE ~~~~~~ nnnpGee .._ it 12135 FALLS ROAD COCKEYSVILLE, MD 2103D SIGNATURE OF PREPARER OTHER THAN REPRESENTAT~IVE,//\-'~ DATE JENNIFER DENCHAK WETZEL ~( L~•,rr,rl/,t `rv ~~~?~ ; iS~a ADDRESS L ~~ 15056D41158 PLEASE USE ORIGINAL FORM ONL' Side 1 6M4647 3.000 15056041158 J 15056042159 REV-1500 EX Decedent's Social Security Number 578-22-0661 Decedent's Name:A R N D T B A R B A R A RECAPITULATION 1. Real estate (Schedule A) 1. 0.00 2. Stocks and Bonds (Schedule B) . 2. 0 • 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. 0 , 0 0 4. Mortgages & Notes Receivable (Schedule D). 4. 0 • 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 4 4 4 6 • 6 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 2 9 • 19 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 20131 • 96 8. Total Gross Assets (total Lines 1-7). 8. 4 6 0 7 7 5 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 11917 • 18 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (schedule I). 10. 13 5 71 • 0 2 11. Total Deductions (total Lines 9 & 10) . 11. 2 5 4 8 8 • 2 0 12. Net Value of Estate (Line 8 minus Line 11) 12. - 8 8 0 • 4 5 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. 0 • 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 8 8 0 4 5 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.z) x .OIL 0 , 00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X .015 2 9.19 16. 1.31 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17• 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18• 0. 0 0 19. TAX DUE 19. 1 • 31 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15 0 5 6 0 4 215 9 sMasae z.ooo 15056042159 REV-1500 EX Page 3 Decedent's CAmnlPtp Arfri~acc• File Number ~ , ., ~ y u u U O J u DECEDENTS NAME R T AR ARA C STREET ADDRESS M AN CITY STATE ZIP M CHA C BURG Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit ~ . ~ 0 B. Prior Payments ~ , ~ ~ C. Discount 0 , ~ 0 (1) 1.31 3. Interest/Penalty if applicable D. Interest ~ , ~Q E. Penalty ~ , ~ ~ Total Credits (A + g + C) (2) 0 , Q Q Total InterestlPenatty (D + E) (3) Q - 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) O - O 0 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1 • 31 A. Enter the interest on the tax due. (5A) 0 - ~ ~ B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1 - 31 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? . 3 Did decedent own "i t f " X . an n rust or 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? ~ a 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 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. F9116(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. 6M4671 1.000 REV-1508 EX+ (698) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Sr MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Barbara C. Arndt 21 08 0650 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 NUMBER DESCRIPTION OF DEATH 1 X1997 Buick LeSabre Sale proceeds 2 Coventry Health Care - refund, unearned prescription drug insurance premium 3 Central Reserve Life Insurance - refund, unearned health insurance premium 4 Comcast - refund, cable services 5 Commerce Bank Savings Account #626112478 See attached correspondence. 6 Household goods and furnishings and miscellaneous items of personal property 7 Patriot News - refund of newspaper subscription TOTAL (Also enter on line 5 Recapitulation) $ 3wa8no i.ooo (If more space is needed, insert additional sheets of the same size) 1,900.00 48.00 239.36 4.29 720.71 1,500.00 34.24 4,446.60 REV-1509 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESDENT DECEDENT SCHEDULEF JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Barbara C. Arndt 21 08 0650 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURV N WG JOINT TENANT(S) NAME A Mier-Thomas, Maya JOINTLY-0WNED PROPERTY: REM NUM3ER LerreR FOR JOIN TENANT DATE MgDE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER ORSIMON7LY--HELD REALESTAREATTACHDEEDFOR DATE OF DEATH VALUE OF ASSET °h OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDBJT'ST1T132EST 1 A 5/1/1992 50 Par U.S. Savings Bond #L480986750, Series EE, $50 face amount, issued 5/1992; owned jointly with granddaughter, Maya Mier-Thomas 25.00 50.0000 12.50 Interest accrued to 4/28/2008 33.38 50.0000 16.69 TOTAL (Also enter on line 6. Recapitulation) ~ 29 • 19 (If more space is needed, insert add'Rional sheets of the same size) RELATIONSHIP TO DECEDENT Granddaughter 3W48AE 1.000 REV-1510 EX+ (8.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY Arndt 21 08 0650 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 NUMBS DESCRIPTION OF PROPERTY INCU,OE7HEWIMEOFTFfTRANSFEREE,7HEIRREL4710NSHIPTODECEDENTAND THE DATE OFTRARSFER ATTACHACOPV OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE ~• Commerce Bank Checking Account #032002271, owned by the Arndt Family Living Trust 2,787.47 100.0000 0.00 2,787.47 See attached correspondence. 2 86 Shares Host Hotels & Resorts, Inc. - 86 shares common stock Held in Arndt Family Trust CUSIP: HST 1,487.37 100.0000 0.00 1,487.37 3 PNC Financial Services Group - reissued check for sale of 149.571544 shares of stock sold on 05/13/2005 Held in Arndt Family Trust 8,002.03 100.0000 0.00 8,002.03 4 Sovereign Bank Checking Account #2471707076, owned by the Arndt Family Living Trust 409.58 100.0000 0.00 409.58 See attached correspondence. 5 141 Shares Starwood Hotel & Resorts Worldwide, Inc. - 141 shares common stock Held in Arndt Family Trust CUSIP: HOT 7,445.51 100.0000 0.00 7,445.51 TOTAL (Also enter on line 7, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) 3W48AF 1.000 REV-1G11 EX+(16.06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Barbara C. Arndt 21 08 0650 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Myers Funeral Home 6,537.90 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address 2. 3. City State Zip _ Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. 5. 6. 7. C~~' State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees EXPENSES LISTED ON SCHEDULE H IN EXCESS OF THE PROBATE ESTATE HAVE BEEN PAID BY THE ARNDT FAMILY TRUST Total from continuation schedules . 2,000.00 145.00 705.45 2,528.83 TOTAL (Also enter on line 9 Recapitulation) ~ $ 11 , 917 18 7W46AG 1.000 (If more space is needed, insert additional sheets of the same size) Estate of: Barbara C. Arndt Schedule H Part 7 (Page 2) 1 Erie Insurance Homeowner's insurance (premiums paid $324 less refund of $91) 2 Erie Insurance Car insurance (premiums paid $105 less refund of $98) 3 Jacqueline C. Mier Clean out residence 4 Jean Mier-Bolinger Clean out residence 5 PA Department of Transportation 1997 Buick registration 6 Penn Waste Trash removal at residence 7 Postage Expenses 8 PPL Electric Electric at residence 9 Shannon Spotts Lawn care at residence 10 Silver Spring Township Sewer at residence 11 United Water Water at residence 12 Verizon Telephone and Internet 13 Zoe Ann Bouchelle Reimbursement for expenses to administer estate and clean out residence, including travel, telephone, postage Total (Carry forward to main schedule) 21 08 0650 233.00 7.00 250.00 250.00 36.00 88.70 6.07 388.37 100.00 171.40 118.87 379.42 500.00 2,528.83 REV-1512 EX + (12,03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INH R E & LIENS RN MORTGAGE LIABILITIES R E , SIDENTDECEDENT ESTATE OF FILE NUMBER Rarhar~ C Arndt 21 08 0650 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH DEBTS LISTED ON SCHEDULE I IN EXCESS OF THE PROBATE ESTATE HAVE BEEN PAID BY THE ARNDT FAMILY TRUST 1~ Bank of America Credit Card #5329-0633-6980-2294 17.21 2 Crumay Parnes Medical bill 135.00 3 Cumberland County Office of Aging March and April 30.82 4 PPL Electric Automatic debit for electric bill 68.40 5 Silver Spring Township Sewer at residence 85.70 6 Tax Collector, Silver Spring Township 2008 Personal Tax 10.00 7 T-Mobile Cellular telephone 36.06 8 United Water Automatic debit for water bill 13.92 9 Verizon Telephone and Internet 93.60 10 U.S. Treasury Balance unpaid personal income taxes 13,080.31 TOTAL (Also enter on line 10, Recapitulation) $ ~ 13 , 57 3W46AH 2.000 (If more space is needed, insert additional sheets of the same size) 1 REV-1513 EX+(g-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rarhara r nrnrlt G1 V O VODV RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS 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)] 1 Maya Mier-Thomas 50 Par U. S. Savings Bond #L480986750, Series EE, $50 face amount, issued 5/1992; owned jointly with granddaughter, Maya Mier-Thomas Inventory Value: 12.50 Accrued: 16.69 Granddaughter 29.19 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N REV-1500 COVER 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 DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE T $ 0.00 ~..YOni .-- ----- -~___ ._ ............. ~~~.,..~. ~.....~.~.,~~a~ onccw Vi u~c samc site/