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Home My WebLink About03-03-09~ REV-1500 1505607120 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO 60X.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 - RESIDENT DECEDENT 2 1 0 8 0 p~ 4 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 07092008 09111923 Decedent's Last Name Suffix Decedent's First Name MI ZENDT SR. PAUL G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Suffix Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) 0 ® g Decedent Died Testate ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ~ 9. 4itigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ^ 11. Election to tax under Sec. 9113(A) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CRAIG A. DIEHL, ESQ UIRE, CPA 7177637613 Firm Name (If Applicable) LAW OFFICES OF CRAIG A. DIEHL First line of address 3464 TRINDLE ROAD Second line of address City or Post Office CAMP HILL State ZIP Code PA 17011 REGISTEI~F WILLS UNLY .O ~ ~~n ~ ~:3 r- ~m t , ~u5~ w _ . C~7 c~ ~, ~. ~~ , C7 ~ ~t ~ ~~ - t'O ILED ~..i J t ,'~ ;l Correspondent'se-mail address: Cdlehl pCCadlehllaW.COm 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. S ATURE OF SON RESPO IBLE FOR FILI ETU y~ D E ~,r,~ ~ ~ ,~ /,'~ j f ~; Paul G. Zendt, Jr. r7`J ~ Q ADDRESS {/ ~ ~ ~' 200 Gwen Drive, York, PA 17404 _. __ ___ SIGNATURE OF PREPARER THER THAN PRESENTATIVE DA E ~~~~r"~, ~~~~ j Craig A. Diehl, Esquire, CPA ~~~ ~~ ADDRESS () + 3464 Trindle Road, Camp Hill, PA 17011 Side 1 1505607120 1505607120 J 1505607220 REV-1500 EX Decedent's Social Security Number oe~eaer,c~SName: ZENDT, PAUL G SR. 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 & Notes Receivable (Schedule D) ........................................................ .. 4. 3,227.99 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. .. 5. 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. 3,227.99 5,680.67 9. Funeral Expenses & Administrative Costs (Schedule H) ................................ ......... 9. 2,188.55 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ....................... ......... 10. 11. Total Deductions (total Lines 9 & 10) ............................................................ .......... 11. 7,869.22 12• Net Value of Estate (Line 8 minus Line 11) ................................................... .......... 12. -4,641.23 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................................ ......... 13. -4,641.23 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 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at, lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ............................................................................................................. ........ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 1505607220 Side 2 1505607220 0.00 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 08 - 00140 DECEDENT'S NAME Zendt, Paul G Sr. STREET ADDRESS 11 November Drive CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + g + C) (2) 0.00 3. InteresUPenalty if applicable - -- - p. Interest E. Penalty 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. (4) Check box on Page 2 Line 20 to request arefund - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.0 0 A, Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5g) 0 . ~ 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 .................................................................................................................. ^ ^x~l 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 "in trust 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 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 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)]. 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 E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Zendt, Paul G Sr. 21 - 08 - 00140 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 2000 Chevrolet Malibu - 97,000 Miles (see attached appraisal) 1,430.00 2 Commerce Bank -Savings Account No. 0616105517 528.81 3 Commerce Bank -Checking Account No. 512080136 839.18 4 Household Furnishings (see attached appraisal) 430.00 TOTAL (Also enter on Line 5, Recapitulation) ~ 3,227.99 k value -Official Kelley Blue Book Site A U T O M O T I V E www.AppleAutomotive.com ~AL LEHIGH ales Representative ~: 717.849.6510 >: clehigh@appleoutol.com PPLE CHEVROLET/CADILLAC 1200 LOUCKS RD., YORK, PA 17404 717.848.1300 800.233.9425 f: 717.845.9660 JI advertisement 2000 Chevrolet Malibu LS Sedan 4D Condition Value Excellent $2,230 Gooc9 $1,930 Fair $1,430 (Selected) "'~~ ~ ~ ~ Price New Cars Local Listings: ~, View Chevrolet Malibu Search all Classifieds in 17404 Search Used Cars Vehicle Highlights Mileage: 103,103 Engine: V6 3.1 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Standard Air Conditioning Power Steering Power Windows Power Ooor Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Single Compact Disc Dual Front Air Bags ABS (4-Wheel) Power Seat Alloy Wheels Page 1 of 2 Send to Printer advertisement I®~~0~x. car~ax.cam ~~~ ~t ~ u~' ~ Used far 1''ithout ~. b .O Close Window Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for atrade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings htf„•//www khh cnm/KRR/i TsedCars/Pricin~Renort.asnx?Yearld=2000&Milea~e=103103&VehicleClass= 10/17/2008 APPRAISAL J-~ -r .~ ff w e ; ~ ~: d Personal Pro ert of ~~ P Y ~ i f ,'~) ~ l"~,~ ~' L li" + -~ C' eve' < , dd a;' ~'1~ ,~ 9, e `Ir ~ ~' _ r st%" ,~,. Appraised by Chuck E. Bricker AU094-L Date ~~ ° ' ITEM VALUE ITEM VALUE --, _ J , l ` ~ r ~ ~ L ~t, L` ;~_ .,, ~ C; ~ v t-/v~ /l: Gti. - ~ ~.~ T i ~~tt~5 Pc ~-~~ _. ~> ~ ~~ ~~-T~ ~: G ~~ ~' L ct ~--~ - ~- CHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA ~A T Tn~ INHERITANCE TAX RETURN ADIYIIN~ I RA l 1YG rnCTC RESIDENT DECEDENT vw ~ ~ FILE NUMBER ESTATE OF Zendt, Paul G Sr. 21 - 08 - 00140 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION ! AMOUNT FUNERAL EXPENSES: A. 1 Richardson Funeral Home, Inc. -Funeral Expenses 4,515.35 B. ;ADMINISTRATIVE COSTS: 1. ' Personal Representative's Commissions Paul G. Zendt, Jr. Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 200 Gwen Drive 2 3 City York State PA Zip 17404 Year(s) Commission paid 2009 Attorney's Fees Law Offices of Craig A. Diehl, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees I 7. l Other Administrative Costs 1 Cumberland Law Journal -Estate Advertisement 161.40 550.00 87.00 100.00 TOTAL (Also enter on line 9, Recapitulation) 5,680.67 Schedule H Funeral E~enses & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Adminisb-ative Costs continued RESIDENT DECEDENT FILE NUMBER ESTATE OF Zendt, Paul G Sr. 21 - 08 - 00140 2 ', The Sentinel -Estate Advertisement ~I 166.60 3 ', Law Offices of Craig A. Diehl -Reimbursement of certified mail costs for DPW letter I, 5.32 4 5 Chuck Bricker, Auctioneer -Appraisal fee for household furnishings Register of Wills -Filing fee for Pennsylvania Inheritance Tax Return 80.00 15.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES & LIENS INHERITANCE TAX RETURN f RESIDENT DECEDENT FILE NUMBER ESTATE OF Zendt, Paul G Sr. 21 - 08 - 00140 Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 West Shore Emergency Medical Services -Ambulance Bill 808.45 2 NWP Services Corporation -Water, Sewer, Gas Bill 147.74 3 Comcast -Final Cable Bill 15.47 4 East Pennsboro Ambulance Service, Inc. -Wheelchair Transport 250.00 5 East Pennsboro Ambulance Service, Inc. -Wheelchair Transport 200.00 6 Rexam, Inc. -Medical Bill 90.00 7 Janet L. Miller, Tax Collector -Personal Tax 14.70 8 P~&L -Electric Bill 46.64 9 AT&T -Final Telephone Bill 11.40 10 Pinnacle Health Hospitals -Medical Bill 36.89 11 ~ Camp Hill Plaza Apartments -Rent ~ 567.26 TOTAL (Also enter on Line 10, Recapitulation) ~ 2,188.55 REV-1513 EX+ (9-00) _ ~, SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Zendt, Paul G Sr. FILE NUMBER 21 - 08 - 00140 RELATIONSHIP TO SHARE OF ESTATE ~ AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I, ; TAXABLE DISTRIBUTIONS[include outright spousal I distributions, and transfers ' i under Sec. 9116 (a) (1.2)] 1 Paul Zendt, Jr. Son Fifty Percent 0.00 2 I I i Pattie Ann Smith Daughter Fifty Percent I I 0.00 , ,III I Enter dollar amounts for distributions shown above on lines 1 through 18, as appropriate, on III ~I 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 I ~ i TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 0.00