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Home My WebLink About04-06-09 (2)15056051058 REV-1500 E>< cD6-D5, PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Hanisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW OFFICIAL USE ONLY County Code Year File Number a>' a8 iaa Social Security Number Date of Death Date of Birth _ . ~~ 12/06/2008 ~~ ~ 01/05/1927 ~~_ Decedent's Last Name _ Suffix Decedent's First Name Grubb ~ ~ ~ Val Jean _ _ _~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number ______~ FILL IN APPROPRIATE OVALS BELOW OQ 1. Original Retum O 4. Limited Estate O 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received MI ~E_~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Retum 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) O 3. Remainder Retum (date of death prior to 12-13-82) O 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Scrh,~0) ~ CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA Name Daytime Tele Attorney James M. Bach Firm Name (If Applicable) (V„~,,,~. Mechanicsburg PA ~ ~ 17050 __ __ _ _.. d ~ ~.__-____ Corespondent's a-mail address BE USE ONLY 3 I'V .~" rt; T ~~ n -s r_x , _ f~3 (---~-~t ;r `^~ 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, co complete. of preparer oth than the personal representative is based on all information of which preparer has any knowledge. SIGNATU F PE GIN RESP LE FILI TURN DATE S/"3-~ e, R SS 142 Hill Lane Mechanicsburg, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADD ~ ~-~O~ 35 .Sporting Hill Rd. Mechanicsburg, PA 17050 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~, 15056052059 REV-1500 EX RECAPITULATION 1. Real estate (Schedule A) ........................................... .. L '' ~ ~_ 0.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. ! 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. ' 0.00 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. ' 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. '' 70,766.85 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 ~ 7 Inter-~v T f & Mi " °° " '"""""-°°""`°°""°`° . os rans ers scellaneous Non-Probate Property " °-®°----°--~°----~°-°---~-°-+ (Schedule G) O Separate Billing Requested...... .. 7. I 0.00 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. ; 70,766.85 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 16,494.00 10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) ........... ..... 10. 11. Total Deductions (total Lines 9 & 10) .............................. ..... 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................... ..... 12. 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. 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_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 , o 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN 54,272.85 54,272.85 2,442.00 2,442.00 Q 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: 1 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Val Jean E Grubb STREET ADDRESS t_oyalton of Creekview 1100 Crandon Way CITY STATE ZIP Mechanicsburg, PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2,442.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,442.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,442.00 Make Check Payable fo: 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 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)j. 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~I508 ER ~ (1.97) SCHEDULE E COMMONWEALTH of PENNSYLVANIA GASH, BANK DEPOSITS, & MISC. (N RESIDENT C ENT RN PERSONAL PROPERTY ESTATE OF FILE NUMBER Val Jean E, (~ubb 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 pESCRIPTION OF DEATH $1,785 22 ~' M&T Bank Classic Checking Accotmt #8287 2. ~ M&T Bank Totally Free Checking Account # 3169 3. ~ M&T Bank Market Advantage Account # 1912 $692-75 $68,298-88 TOTAL (Also enter online 5, Recapitulation) I $70,776 85 (lf more space is needed, insert additional sheets of Ue same size) ~ M&T Banlc 5528 Carlisle Pike, Mechanicsburg, PA 17050 717 766 0507 Fax 717 766 1793 January 7,2009 Dianne M Beecher 142 Hill Lane Mechanicsburg, Pa 17050 Dear Dianne, In reference to your request for information on Val Jean E Grubb we show the following accounts with our bank. M and T Classic checking with interest account #8287 Date opened 10/28/1972 / Balance on date of death $1785.20 Accrued interest to date of death ,02 Total $1785.22 -----s_ M and T Totally Free checking account #3169 Date opened 1/28/1987 / Balance on date of death $692.75 Accrued interest to date of death .00 Total $69_ 2.75„ M and T Market Advantage account #1912 Date opened 7/30/2007 3 ,/Balance on date of death $68277.46 Accrued interest to date of death 21.42 Total $68298.88 ___---- If you need any additional information please let me know. Thank you. Yours, ~l(~~,~c~'~J Margie H Fealtman Personal Banker Hampden Branch • COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & fNHERITANCE 7AX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Val Jean E. Ghlbb FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: ' 1. Sul 1 i van's Funeral ' olrte $8,463 00 Enola, PA B• ADMINISTRATIVE COSTS: t • Personal Representative's Commissions Name of Personal Representative(s) Dianne M. Beecher Social Security Number(s)/EIN Number of Personal Representative(s) 182-38-9118 street Address 142 fii 11 Lane city Mechanicsburg - state PA zip 17050 Year(s) Commission Paid: 209 2• Anorney t=ees Attorney James M. Bach 352 S. Sporting Hill Rd- Mechanicsburg, PA 17050 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City ~ Stale Zip Relationship of Claimant to Decedent 4• Probate Fees f~gister of wills 5• Accountant's Fees 6• Tax Return Preparer's Fees z. Ctmberland Law Journal 8• The Patriot News $3,358.00 $4,246,00 $204.00 $75.00 $148.17 TOTAL (Alsoenteron line 9, Recapitulation} $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Val Jean E. Grubb FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not LislTrustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1• Dianne M. Beecher Dat.lg]Tter 50% 142 hill Lane Mechanicsburg, PA-17050 2. Robert C. Grubb 10 Terrace Avenue Stevens, PA 17578 Son 50~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, 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 OFREV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) -~.~~ ~~ '~ JAMES M. BACH Attorney At Law 352 S. Sporting Hill Rd., Mechanicsburg, PA 17050, Tel: (717) 737-2033 April 3, 2009 Register of Wills 1 Courthouse Square Room 102 Carlisle, PA 17013 Re: Estate of Val Jean E. Grubb Dear Register of Wills, Enclosed herewith please find an original and one copy of a Pennsylvania Inheritance Tag Return, together with a check in the amount of ] for the taxes. v 77T/r I also enclose a $15.00 check payable to the Register of Wills for the filing fee. Kindly process this in your normal fashion and return to me an official receipt regarding payment. Respectfully, ~l J es M. Bach torney at Law _N ~a ,'"~'1 j C.^... 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