The URL can be used to link to this page

Home My WebLink About03-26-09:n c m ~) ^' ,.- Y ~~ W ?C3~ aCaa- i g 1 `~' kk" dT ~~'~ Q '} O'3 ~. y' 'S+ `. 3 ~ ~, i. 6 - r„ .u ~~, ~ _..; ~~IPNCI ~ .. ,~., •'f ~~ ~ . r .4 . _i ' .~ ~t cn O ~ N O ~ U ttS r~ ~ ~ m ~, tS' o ~ ~~~ ~ ~ ~ •~ ~ ~ O u1 U ~ FC ~ oa o ~ .~ ~~ ~a ~ ~ ai ~ r~ ~ ~ +~ ~+ o m U] N U •.-I • r-I ,.C~ r--I b~ ~ N !~-i N ~ ~ rd a; U O U O H !H W o 0 G~ a ~ ~JC HW'~ ~ ~, ;. ~~ V N `_ -L~`~ ~ ~ ~ 'i it J~ W M y~ f~ I L/ ' ~ .-- ~` ~ H ~ ~ Q~ :Z s~~~D 9z ~f ~'~~~ tDDZ -~ C7 C/1 m Nz~~.~ , Hpgs~, ~ -,i _ ~ar~~~ _ ~~a=E ~' ,~ •~-: s"F ~;~t _; ~> ~.~ t~l ~'; ~.y l'~ .~ ~"'~ €,~ .,.a ~Na+v~ LAW OFFICES OF ZULLINGER -DAVIS PROFESSIONAL CORPORATION JOEL R. ZULLINGER 14 North Main Street Suite 200 Chambersburg, PA 17201 717-264-6029 Fax:717-264-1884 JoelZullin er zullingerlaw.com Dale F. Shughart, Jr. of counsel March 19, 2009 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Register: RE: Estate of C. Goodhart File No. 21-08-0685 Enclosed for the above estate are the following: HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 717-532-5713 Fax:717-530-5222 hamiltondavislaw~n,comcast.net 1. Original and one copy of a Supplemental PA Inheritance Tax Retum; 2. Check in the amount of $63.74 for inheritance tax due; 3. ~h~:,'.: ;i'2 tl'ie aa"llouiit of $i,~l.vv .tv~ r~Sllni~ .°.. If you have any questions, please contact me. Thank you. Encls. ~,G _ ~,-;~lJ ~ 1 ;' ~i""Ic!~l~ 1~~, :) „~3 i:~ 0~1 ~~1 ~ 9Z ~~`~L~! ~~'G" ,~~1' ~Y Yours, '1 G~ \~ullin er J, ~ .. ,,i _ ~'"~ 1505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280801 INHERITANCE TAX RETURN 2 1 0 8 0 6 8 5 Hamsburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0 1 1 8 9 2 6 7 0 6 0 4 2 0 0 8 0 7 2 7 1 9 2 4 Decedent's Last Name Suffix Decedent's First Name MI G O O D H A R T G E O R G E C (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 1. Original Return ^X 2. Supplemental Return u 3. Remainder Return (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 8. 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 CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number J O E L R Z U L L I N G E R 7 1 7 2 6 4 6 0 2 9 h? Firm Name (If Applicable) ~ ~:=; REGISTL~@t`)NILLS U9@=ONLY -- ; ~ ~ ~ Z U L L I N G E R D A V I S P C ~ ~~' T " : '! -' _ -- ' /~ ~ ~ ~ i First line of address , n r..~ ;, , 1 4 N O R T H M A I N S T R E E T --:~ Second line of address _ '' ~ . :~ City or Post Office State ZIP Code ~ -DATE FILED ~ , C H A M B E R S B U R G P A 1 7 2 0 1 - ~,: Correspondent's a-mail address: 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 prepan;r other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUREiOF, RN ADDRESS U 1 / / 7813 MCCLAYS MILL ROAD NEWBURG PA 17240 SIGyAjJ,1RE O~ PR~~R ~yFIER Tj-I/~! REPRESENTATIVE ,DATE NORTH MAIIN'STREET, SUITE 200 CHAMBERSBURG PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 PA 17201 1505607121 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: GEORGE C• GOODHART 2 0 1 1 8 9 2 6 7 RECAPITULATION 1. Real estate (Schedule A) ...................................... .. 1 2 1 4 3 1 • 3 7 2. ................................ Stocks and Bonds (Schedule B) , .. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. • 4. Mortgages & Notes Receivable (Schedule D) ...................... .. 4. 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. 1 4 3 1 . 3 7 9. Funeral Expenses & Administrative Costs (Schedule H) ........... ..... 9• 1 5 • D D 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ....... ..... 10. • 11. Total Deductions (total Lines 9 & 10) ..................... ..... 11. 1 5 • ~ D 12. Net Value of Estate (Line 8 minus Line 11) .................... ..... 12• 1 4 1 6 . 3 7 13. Charitable 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. 1 4 1 6 . 3 7 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.0 _ D D D 15. 16. Amount of Line 14 taxable 1 4 1 6 3 7 at lineal rate X .045 . 16. 17. Amount of Line 14 taxable D D D at sibling rate X .12 17. 18. Amount of Line 14 taxable D D D at collateral rate X .15 18. 19. Tax Due ............... ........................ .. ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 1505607221 Side 2 1505607221 0. D D 6 3. 7 4 0. D 0 O.o 0 6 3. 7 4 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 08 0685 DECEDENTS NAME GEORGE C. GOODHART STREET ADDRESS 401 Walnut Bottom Road CITY Shippensburg STATE PA ZIP 17257 Tax Payments and Credits: ~ • Tax Due (Page 2 Line 19) (1) 63.74 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fi!! 'sn ova! on Page 2, L !ne 24 !o rrogusst s 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 0.00 (3) 0.00 (4) 0.00 (5) 63.74 (5A) (5B) 63.74 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 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 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 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)]. 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-1503' EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER GEORGE C. GOODHART 21 08 0685 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 37.169 shares common stock, Hershey Co. 1,431.37 @38.51 _ TOTAL (Also enter on line 2, Recapitulation) I $ 1 431 37 (If more space is needed, insert additional sheets of the same size) REV-`1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE C. GOODHART 21 08 0685 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 2. 3. 4. 5. 6. 7 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State _ Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Zip Probate Fees filing supplemental return Accountants Fees Tax Return Preparer's Fees Zip 15.00 TOTAL (Also enter on line 9, Recapitulation) 13 (If more space is needed, insert additional sheets of the same size) REV-1 S13 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE C. GOODHART 21 08 (]FifiS RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Carla M. Miller Lineal 708.19 7813 McClays Mill Road Newburg, PA 17240 2, Carol A. Walk Lineal 708.18 298 High Mountain Road Shippensburg, PA 17257 Collateral ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (lt more space is needed, insert additional sheets of the same size)