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HomeMy WebLinkAbout04-01-09 (2)1505607120 REV-1500 ~( (06-05) OFFICIAL USE ONLY PA Department of Revenue oun a ear ~ e um r Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.28oso1 RESIDENT DECEDENT 2 1 0 8 0 10 3 3 Harrisburg, PA 1712&0601 Social Security Number Date of Death Date of Birth 09202008 06021940 Decedents Last Name Suffix Decedent's First Name MI RITLA73P JIINE B (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 p 2. Supplemental Retum ~ 3. Remainder Return (date of death prior to 12-13-82) ~ 4. Limited Estate ~ qa. Future Interest Compromise ~ 5. Federal Estate Tax Retum Required (date of death after 12-12.82) O g, Decedent Died Testate ~ ~ Decedent Maintained a Living Trust ~ 8, Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received ~ 10. spousal Poverty Credit (date of deatn 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) ~ (Attach Sch. O) ame Daytime Telephone Number DALH F SH•IIGHART, JR. ESQIIIRE 7172414311 tv c~ Firm Name (If Applicable) n ~ - . ~ ~^~ REGISTER ~ LS USE~ILY g '_.': to C7 ~ ~ ,, First Ilne of address ~ m 1 ~' ~ '::~ _'~ ~~ -, 10 BEST HIGH STREET ©~~L-~ C? art -o ~_, ~ `~' ~ ;-- ; Second line of address O ~ N _ ~- ; "i w = C , DATE FILED ~" City or Post Office State ZIP Code CARLISLE PA 17013 Correspondents a-mail address: Under penalties of per)ury, I declare that 1 have examined this return, includin~ accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedaretlon of preparer other than the persona representative is based on all infomtatkul of which preparer has any krwlnAedge. x ~ R n B. Ritlaw-Hartman t ~~ ~ /~ y" 12408 Lima Drive, Silver Springs, MD 20904 Dale F Shughart, Jr. Esquire ?~ ~~~ 10 West High L 1505607120 e, PA 17013 Side 1 1505607120 1505607220 REV-1500 EX Decedent's Social Security Number oecada~t•5 Name: R I T L A W, J U N E B RE CAPITULATION 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. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 2 6 , 9 7 9 . 6 7 6. Jointly Owned Properly (Schedule F) p 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) ....................................................................... g, 2 6, 9 7 9. 6 7 9. Funeral Expenses ~ Administrative Costs (Schedule H) ......................................... 9. 4 , 7 4 6 . 7 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 8 1 0 . 8 2 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 5 , 5 5 7 . 5 6 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 2 1 , 4 2 2 . 1 1 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. 2 1 , 4 2 2 1 1 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 21 , 4 2 2.11 16. 9 6 3. 9 9 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxa e at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 19. 9 6 3. 9 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505607220 1505607220 REV-1500 EX Page 3 File Number 21 - 08 - 01033 Decedent's Complete Address: Ritlaw, June B R 200 Greenview Drive Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a 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. Make Check Payable to: REGISTER OF W/LLS, AGENT (1) 963.99 (2) 0.00 (3) 0.00 (4) (5) 963.99 (5A) (56> 9 6 3.9 9 _ , ~~ 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 :..........................:......... L_J c. retain a reversionary interest; or ............................................................................................ ~ x ...................... 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 x 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? ............................................................................. ^ 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) (1)]. 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 fivelve (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 RERIRN RESIDENT DECEDENT FILE NUMBER ESTATE OF Ritlaw, June B 21 - 08 - 01033 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 2004 Sunline Camper T2363 (including contents), value based on actual sale price 6,000.00 2 12007 Ford Explorer Sport, value based upon actual sale price 3 Members 1st #11 checking, account #300862 principal 4,703.97 accrued interest .97 4 ~ Members 1st #00 savings, account #300862 5 Members 1st 05 Money Market Account #300862 principal 2,513.83 accrued interest 2.36 6 ~ Final Federal UFCW Pension Fund retirement check 7 I State Farm Insurance Company, payment for collision damage 11,000.00 4, 704.94 7.24 2,516.19 I 716.00 2,035.30 TOTAL (Also enter on Line 5, Recapitulation) ~- 26,979.67 SCkIEDUI.E H COMMONWEALTH OF PENNSYLVANIA /~~~~~~~~~-~p/~~n~/~/~y~~~+ INHERRANCE TAX RETURN r9J~r111\h71IW 11YC W~71 ~7 RESIDENT DECEDENT wv ~ v ESTATE OF Ritlaw, June B FILE NUMBER 21 - 08 - 01033 Debts of decedent must be reported on Schedule 1. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A• 1 Myers Funeral Home, cremation 1,637.00 2 Robin Ritlaw-Hartman, family get together 319.11 3 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Dale F. Shughart, Jr., fee 1,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills (paid $80 owe $30) 110.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7, Other Administrative Costs 1 Register of Wills, filing Bond 15.00 TOTAL (Also enter on line 9, Recapitulation) 4,746.74 Sdied~lie H Fuieral E~er~ses & COMMONWEALTH OF PENNSYLVANIA ~ N INHERITANCE TAX RETURN 1 WYCIIVC~` RESIDENT DECEDENT ESTATE OF Ritlaw, June B FILE I 21 -08-01033 2 Register of Wills, Short Certificates 28.00 3 HDH Group, surety bond 250.00 4 Cumberland Law Journal, advertise Letters 75.00 5 The Sentinel, advertise Letters 150.64 6 Register of Wills, photocopies Z.00 7 Register of Wills, filing Inheritance Tax Return and Inventory 30.00 8 PostMaster, certified mail 6.00 9 Frederick Glass Shop, replace glass in camper 31.80 10 WalMart, replace mattress in camper 50.00 11 Maryland Department Motor Vehicle, replace lost vehicle title, plus title fee expense 100.00 12 Robin Kitlaw-Hartman, reimburse out of pocket expenses for mileage, long distance 442.19 telephone calls, postage, etc. 13 Reserve for final Account. I 500.00 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES & LIENS INHERRANCE TAX RETURN 7 RESIDENT DECEDENT FILE NUMBER ESTATE OF Ritlaw, June B 21 - 08 - 01033 Include unreimbursed medical expenses. ITEM - NUMBER DESCRIPTION AMOUNT 1 Debits clearing after death: 810.82 7/24/08 Capital Blue Cross, premium 142.84 10/15/08 PPL, electric 19.38 10/16/08 M&% Bank, auto loan payment 565.24 Visa, credit card payment 83.36 TOTAL (Also enter on Line 10, Recapitulation) ~ 810.82 REV•15~13 EX+ (8-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ritlaw, June B NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Keith A. Ritlaw 428 West South Street Frederick, MD 21701 FILE NUMBER 21 - 08 - 01033 ELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$) Do Not List Trustee(s) son ~ one-half 2 Robin B. Ritlaw-Hartman daugher one-half 12408 Lima Drive Silver Spring, MD 20904 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet ~~ 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 SHEET 0.00 St MEMBERS 1St PEDERAL CREDIT UNION Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membarsist.org Main Swkchboard: (717) 897-1161 or (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TDD: (717) 897-5312 or (800) 283-2328 ext. 5312 TeleBranch: (717) 795-8049 or (800) 237-7288 JUNE B RITLAW 21 SUS4UEHNNA AVE #307 ENOLA PA 17025 Statement of Accounts 1 Aug 25, 2008 thru Sep 24, 2008 Account Number: 300862 Account Balances at a Glance: Checking: 4,5&1.13 Savings: 7.24 Certificates: o . 00 Loans: o.oo Money Management: 2,513.s3 Page: 1 of 2 Your current Member Loyalty Rewards level is Silver. Your aggregate balance as of September 1st is $7,771.83. An aggregate balance of $15,000 and having 3 products will move you to the Gold level. Access over 25,000 surcharge-free ATMs in the United States. See the enclosed Insert for more details. CHECKING ACCOUNTS 11 -CHECKING Date, Transaction Description Additions Subtractions Balance3- Aug 25 Ba/ance.Forward 4,565.313 Aug 29 Check 000127 Tracer 0001042384 410: 00- 4,155.38 A'ug31 Deposit Dividend 0.250% 0.:95' 4,156.33 . Annual Percentage veld Earned 0. 250% from 08//01/2008 through 08/31/2008 Based on Average Da1lyBalance of 4, 453.56 Sep 02 Deposit Transfer From Share 00 149.21 4,305.54 Sep 02 Deposit Transfer From Share 00 716.00 5,021.54 Sep 05 Check 000128 Tracer 0001056448 43.95- 4,877.59 Sep D9 Check 000129 Tracer 0001058090 9.88- 4,967.'71 Sep 10 Deposit Transfer From Share 00 ! 53.1.:00 5,498'.71 Sep 1l) Withdrawal ACH CREDIT CRD PMT 777.07- 4,721_.89 TYPE: CR CD PMT ID: 1465106539 CO: CREDIT CRD PMT .. Sep 12 Withdrawal ACH PPL EU 17.72- 4,703':97 TYPE: ELEC SVC ID: 1230959590 C0: PPL EU Sep 22 Withdrawal ACH CAPITALBLUECROSS ~ ' 142.84 4,561.13 TYPE: INS. PREM. ID: 1230455154 CO: CAPITALBLUECROSS' Sep 24 Ending Balance 4 561.13 GHECK'SUMMARY Check # Amount Date :Check # Amount Date 000127 410.00 Aug 29 000129 9.88 Sep 09 000128 43.95 Sep 05 3 Checks Cleared for 463. 83 SAVINGS ACCOUNTS 00 - REGULAR' SAVINGS Date Transaction Descriatiorr Additions Subtractions Balance. s-ug zs ttarance Forward - 7.24 Sep 02 DepositACH FELRA PENSION FU 149.21 156.45 TYPE: PENSION!'- CK ID 1526x28473 CO: FELRA PENSION FU - - - Continued on following page - - - st 1~1. Mp.Mg~gS„ 1• Send Inquires to: Main SwltchboaM: (717) 697-1161 or (800) 283-2328 5000 Louise DrNe ~ Call: (717) 697-4372 ar (800) 283-4372 Po sox ao Too: Aug 25, 2008 thru Sep 24, 2008 Mechanicsburg, PA 17055 (717) 697-5312 or (800) 283-2328 ext. 5312 Account Number: 300862 www.memberslstorg TeleBranch: (717) 795049 or (800) 237-7288 page: 2 of 2 Date Transaction Description Additions Subtractions Balance Sep 02 Withdrawal Transfer To Share 11 149.21- 7.24 Sep 02 Deposit ACH CIVIL SERV 716.00 723.24 ID: 3121736156 CO: CIVIL SERV Sep 02 Withdrawal Transfer To Share 11 716.00- 7.24 Sep 10 Deposit ACH SOC SEC 531.00 .538.24 ID: 3031036030 CO: SOC SEC Sep 10 Withdrawal Transfer To Share 11 531.00- 24 Sep 24 Ending Balance 7 . 4 05 - MONEY MANAGEMENT __ __ Date Transaction Description Additions Subtractions Balance Aug 25 Balance Forward 2,511,40 Aug 31 Deposit Dividend Tiered Rate 2.43 2,513.83 Annual Percentage veld Earned 1. 150% from 08/01/2008 through 08/31/2008 Sep 24 Ending Balance 2,513.83 YTD SUMMARIES ~---.~, TOTAL DIVIDENDS PAID OOREGULAR SAVINGS 0.00 05 MONEY MANAGE=MENT 42.46' 11 CHECKING 7.53 Total Year To Date Dividends'Paid _ 49. 99 NOTE: Total includes closed shares Don't forget about our new Member Loyalty Rewards Program. The more roducts ou hav with us the more ben fit u'll i p e , y e s yo . rece ve. Ask an associate for details or visit our website at www.members1st.arg for details.