HomeMy WebLinkAbout04-06-09 1505607121
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REV-1500 EX
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Bureau of Individual Taxes County Code Year File Number
PoBOx28o601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601
RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 6 2 2 6 5 5 4 0 1 2 0 6 2 0 0 7 0 8 3 0 1 9 3 1
Decedent's Last Name Suffix Decedent's First Name MI
G R I F F I E RUSS ELL K
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Narr~e MI
GRI FFI E BARBARA A
Spouse's Social Security Number
1 8 5 2 8 1 5 0 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
1. Original Return
4. Limited Estate
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
3. Remainder Return (date of death
prior to 12-13=82)
5. 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 SHOULD BE DIRECTED T0:
Name
Daytime Telephone Number
HAROLD A. EASTMAN, JR. 717 334 2159
Firm Name (If Applicable)
PUHL EASTMAN & THRASHER
First line of address
220 BALTI MORE STREET
Second line of address
City or Post Office
G E T T Y S B U R G
State ZIP Code
REGISTER OF WILLS U9fyDNLY
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(.l1~ ~ T1 3°~
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E FILED Q
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PA 17325
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Correspondents e-mail address: HAROLD.EASTMAN(a~COMCAST.NET
Under penakies of perjury, I dedare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Dedaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON R SP NSIBLE F FILING RETURN
~Q I~1,t,~,s~,. ai o_ D y/3/ 9
ADDRESS
Barbara A. Griffie, 581 Oxford Road Gardners PA 17324
SIG AT O R A R THE THAN REPRESENTATIVE DA
y~/~ 9
Harold A. Eastman, Jr., 220 Baltimore Street Gettysburg PA 17325
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505607121 1505607121 J
1505607221
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: RUSSELL K. GRIFFIE 1 6 2 2 6 5 5 4 0
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. 5 7 $ 0 • 7 3
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 $ 0 . 7 3
9. Funeral Expenses & Administrative Costs (Schedule H) ......... ..... .. 9• 1 0 0 9 8 • 0 0
10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ..... ..... .. 10.
11. Total Deductions (total Lines 9 & 10) .................... ..... .. 11. 1 0 0 9 $ . 0 0
12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. - 4 3 1 7 , 2 7
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. - 4 3 1 7 • 2 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.o _ - 4 3 1 7. 2 7 15. O. 0 0
16. Amount of Line 14 taxable
0. 0
0
at lineal rate X
0
0
0
0
_
. 16 •
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
1 g
0.
0
0
19. Tax Due ................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505607221 1'05607221
0. 0 0
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 09 0001
DECEDENTS NAME
RUSSELL K. GRIFFIE
STREET ADDRESS
581 OXFORD ROAD
CITY ~ STATE ZIP
GARDNERS ~ PA 17324
Tax Payments and Credits:
~ • Tax Due (Page 2 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.00
3. InteresUPenalty if applicable
D. 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.
Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00
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 : ...................................................................... ^ X^
b. retain the right to designate who shall use the property transferred or its income; ...............
................
X^
c. retain a reversionary interest; or ................................................................................................ ^ X^
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .....................................................
.................................. ^ Q
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ^ Q
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .................................................................................................. ^ 0
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 childtwenty-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-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
RUSSELL K. GRIFFIE 0 0
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Prudential mutual fund account #3800243934, valued at $5,780.73 5,780.73
TOTAL (Also enter on line 5, Recapitulation)
(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
RUSSELL K. GRIFFIE 21 09 0001
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Dugan Funeral Home 9,750.00
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City
Year(s) Commission Paid:
State Zip
2. Attorney Fees Puhl, Eastman 8~ Thrasher
3. Family 6cemption: (If decedent's address is not the same as Gaimant's, attach explanation)
Claimant
4.
5.
6.
7
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Register of Wills-probate and short certificates
Accountants Fees
Tax Return Preparers Fees
Register of Wills-filing fees
Zip
250.00
68.00
30.00
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
RUSSELL K. GRIFFIE 21 09 0001
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTfONS [include outright spousal distributions, and Vansfers under
Sec. 9116 (a} (1.2)]
1. Barbara A. Griffie Spousal
581 Oxford Road 0
Gardners, PA 17324
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(IT more space Is needed, insert atlditional sheets of the same size)
Page 1 of 4
rudential Your Representative
PRUCO SECURITIES LLC
GERALD W PLUMLEY LUTCF
(717) 975-8150
00058044
RUSSELL K GRIFFIE
581 OXFORD RD
GARDNERS PA 17324
Your SSN/Tin~: ON FILE
Your Account
3800243934 Non-Retirement
Mutual Fund Statement -January 1, 2007 to December 31, 2007
4th Qtr Year-to-Date Investment Allocation
Oct 01, 2007 to Dec 31, 2007 Jan 01, 2007 to Dec 31, 2007
Opening Balance $5,795.93
Additions $0.00
subtractions $0.00
Investment Results -$15.20
Closing Balance $5,780.73
Dividends $56.59
Capital Gains $8.29
Personal performance* +0.72
$5,915.81
$0.00
$0.00
-$135.08
$5,780.73
$231.15
$13.67
+1.66 °!°
Tax Exempt
100%
" Ca~ulated using adollar-weighted rate of return method for the period(s) listed. Reautts are based on your specific activity and may not refled overall fund performance.
Standardized fund perfornance is available by speaking with your financial professional or by visiting www.prudential.com. Nde: There are other personal performance formulas
that may yield differentfigurea, and past performance is not indicative of future results.
Reminder: Qur mailing aldresses<ylrl;re changed thisytaar.
See he back .of .your, statemenf #or additional Befalls.
A1sta;.read the enclosed newsletter for information on 'the
tax forms you may receive to Eetp. prepare you for tax:'
time:
While we., make. every attempt., to' ensure that your ':
statemen# to aacur~i@, errors may . inadvertent{y occur ';
Please retrlevlf your statement: thriroughfy and 1:onfacf us if
you .find arty lnformation;you' belleve,to be lnac~urate fif ,:
we do-riot hear frotrtybu iii 30 days, We Wt,li"assume that at
'information is correct,;. ,