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Home My WebLink About06-22-09 (3)J I o 06 al I oa REV-1500 Ex (oa-GS> OFFICIAL USE ONLY PA Department at Revenue County Code Year Flle Number Bureau al Individual Taaea INHERITANCE TAX RETURN PO BO% 280801 Harrisburg, PA 1]128-0801 RESIDENT DECEDENT 21 08 1259 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 131 01 8957 11 06 2008 04 14 1920 Decederrt's Last Name Suffix Decedent's Frst Name Bradbury Nina (If Applicable) Enter SurvlWng Spouse's Informadon Below MI T Spouse's Last Name Suffix Spouse's Frst 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 Retum O 2. Supplemernal Retum O 3. Remainder Retum (date of death prior to l2-13-82) O 4. Umked Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after T2-12-82) ~ 6. Decedent Died Testate O 7. Decedem Malrnalned a Living Trust e. Total Number of Safe Deposit Boxes (Attach Copy of Wilp (Attach Copy of Trust) D 9. Litigation Proceeds Received O 10. Spousal Poverty Credk (date of death D 11. lection to tax under Sec. 8113(A) between 12-31-91 and 1-1-g5) (Attach Sch. O) CORRESPONDENT -This stxtlon must be completed. All Correspondence and Confidential Tax Informatlon Should be Directed to: Name Daytime Telephone Number Stephanie Kleinfelter, Esq. 717 901 X86 a R m Nam (If A licabl ) ~'^ ..o `' r e pp e Keefer Wood Allen & Rahal LLP REGIS WILLSU ONLY 5'~Y" ;.i~ ~ x '- , r~(T N r~ i First line of address U ~~ N _tl ` ~" 635 N. 12th Street Suite 400 a~° ~ ,f , Second line of address ~ ~ -- F'-' ~ N ~~~~ 01 or Post Office qt State ZIP Code GATE FILEG y Lemoyne PA 17043 Correspondent's a-mail address: skleinfelter~keeferwood.com Untler penalties of perjury, l declare that I have ezaminsd this return, inelutling accompanying ec hadules and etatamsnb, and tp the best of my knowledge and belief, it is true, correct antl complete, Geclaration pf the prsparsr other than personal representative is basetl on all intarmatlon of which praparer has env knawletlga. ~~ 635 N. NY PA 17043 PLEASE USE ORIGINAL FORM ONLY Sitle 1 ~~ L t o 00 0l l oo t o 00 0l l oo J J ) 0 00 0~l OD Rev-1500 EX Decedent's Social Security Number Decedent's Name: Nina T. Bradbury 131 01 8957 RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 0.00 2. Stocks and Bonds (Schedule B) .................................... 2. 71,320.55 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... .. 3. 0.00 4. gag ( ) ......................... Mon es & Notes Receivable Schedule D .. 4. 0.00 5. Cash, Bank Deposhs & Miscellaneous Personal Property (Schedule E) ....... .. 5. 23,759.45 6. Jointly Owned Property (Schedule ~ O Separate Billing Requested .... .. 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 0 00 (Schedule G) O Separate Billing Requested .... .. 7. . 8. Total Gross Assets (total Lines 1-7) .............................. .. 8. 95,080.00 e. ~P ( ) ........... Funeral enses & Administrative Costs Schedule H ......... e. ""'-"'• ' 1,914.20 10. Debts of Decederx, Mortgage Liabilities, & liens (Schedule p ...... ......... t0. 11. Total Deduetlons (total Lines 9 & 10) ....................... ......... 11. 8,260.34 86,819.66 12. Net Value of Estate (Line 8 minus Line 11) .................... ......... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 0 00 an election to tax has not been made (Schedule J) ~ ............. ......... 13. . 86,819.66 14. Net Value Sub)eet to Tax (Line 12 minus Line 13) .............. ......... 14, TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Anwum of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 00 0 00 (a)(1.2) X .00 . 15. ~ 18. Amoum of Line 14 tazable 86 819 66 3 906 88 , at lineal rate X .045 . 16. , . 17. ArrwuM of Line 14 taxable 0 0~ Q ~~ at sibling rate X.12 . 17 • 19. Amount of Line 14 taxable ~ ~~ ~ ~0 at collateral rate X .15 • 18 • 3 906.88 19. TAX DUE ........................................... ......... 19. , 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L I a o0 0~ ao I o 00 00l oo Rev-1500 EX Page 3 Decedent's Complete Address: Rle Number 21 08 1259 DECEDENTS NAME Nina T. Bradbu DECEDENTS SOCIAL SECURITY NUMBER 131-01-8957 STREET ADDRESS 770 S. Hanover Street CITY - Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) 2. Credlts/Paymems A Spousal Poverty Credit O.OO B, Prior Paymems 0.00 C. Discount 0.00 Total Credas (A + B + C) 3. Interest/Penalty ii applicable D. merest 0.00 E. Penalty O.OO Total Interest/Penalty (D + E) 4. Ii Llne 2 is greater than Line 1 + Line 3, emer the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Une 1 + Line 3 Is greater than Line 2, enter the difference. This Is the TAX DUE. A. Emer the inerest on the tax due. 8. Eller the total of Une 5 + SA. TNs is the BALANCE DUE. (1) 3,906.88 (2) (3) (4) (s) 3,906.88 (sA) 0.00 (sB) 3,906.88 Make Check Payable to: REGISTER OF WILLS, AGENT z ,.~ n i. ~.. Y .'M1.,? L PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedem make a transfer and: Ves No a. retain the use or income of the property transferred;,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,, ^ h. 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 ehher paymems, benefits or care? ..................... ... ^ 2. If death occurred after December 12, 1962, did decedent transfer property within one year of death without receiving adequate consideration? ................................. ... ^ 3, Did decedem own an °in trust for' or payable upon death hank eccoum or secudty at his or her death? ^ 4. Did decedem own an Individual Retirement Account, annuity, or other non-probate property which comains a beneficiary designation? ~ ...................................... ... ^ IF THE ANSWER TO ANV 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) peroem [~2 P.S. sect. 911 s(a)(1.1)(i)]. For dazes of death on or after January 1, 1995, the taz rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (O) peroent I72 P.S. Sect. 9116(ax1.1 )(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requiremems 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 twerny-one years of age or younger et death to or for the use of a natural parem, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. Sect. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedem's lineal beneficiaries is tour and one-half (4.5) peroern, except as noted in 72 P.S. Sect. 9118(1.2) [72 P.S. Sect. 8116(a)(1)J. The tax rate imposed on the net value of transfers to or for the use of the decedem's sl6lings is twelve (t2) peroern [72 P.S. Sect. 8116(ax1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parern in common with the decedem, whether by blood or adoption. REV-16°3 EX~l6-Bel SCHEDULE B COMMON WEALTH OF PENNSYLVANIA STOCKS & BONDS INH ERITANCE TAX RETURN RESIDENT DECEO ENT ESTATE OF FILE NUMBER Nina T. Bradbury 21 08 1259 All property lolntly-owned with rlpht of survlvorhalp must be tllselosed on Schedule F. 1 $70,000 Santa Barbara County California Rev B/E OID@98.6332 Rate 4.5%; Matures 02/01/10 Callable 12/28/08 @101 Held in UBS Financial Services, Inc. Account No. SO 0549979 Accured Interest TOTAL (Also emer on line 2, Recapltulatlon) 70,296.80 1,023.75 71, 320.55 (If nwre space Is needed, insert additional sheets o} the same size) REV-1608 EX+Ia-Ba) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TA%RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Nina T. Bradbury 21 08 1259 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly )olntly-owned with rlpht of survivorship must foe tllsclosed on Schetluel F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Bank of America 20,691.50 Chekcing Account No. 08059-00796 Principal Balance $21,859.86 Less: Reversal of Deposit From Aerojet Re Overpayment Ot Pension Benefit ($ 1.168.36) Date of Death Value Of Account $20,691.50 2 Cash Held In 2,354.95 UBS Financial Services, Inc. Account No. SO 0549979 U.S. Treasury -Refund Of Overpayment Of Individual Income Tax For Year 713.00 2008 TOTAL (Also amer on line s, Recapkulation) ~ 23,759.45 (It more space is needed, insert addhlonel sheets of the same size) REV-1611 E%hlto-OB) COMMONWEALTH OF PENNSYLVANIA INHE RITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Nina T. Bradbury 21 08 1259 Debts o} tlecadent must be reported on Schedule I. A. FUNERAL EXPENSES: 1 Ewing Brothers Funeral Home, Inc. B. ADMINISTRATIVE COSTS: ~. Personal Represernative's Commissions Name of Personal Representative(s) Street Address Gty State _ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family E~mption: (If decedern's address is not the same as claimant's, attach explanation) Gaimarn Street Address 4. 5. 6. City State _ Zip Relationship of gaimarn to Decedern Probate Fees Accournant's Fees Tax Return Preparers Fees See schedule attached 2, 321.61 3,500.00 210.00 314.53 TOTAL (Also enter on line 9, Recapitulation) I 6,346.14 (If rrwre space is needed, insen addkional sheets of the same size) Page 2 Estate of: Nina T. Bradbury 21 08 1259 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 Register of Wilis 87.00 Will $15.00 Short Certificates $12.00 JCP Fee $10.00 Automation Fee $ 5.00 Codicil $15.00 Inventory $15.00 PA Inheritance Tax Return Filing Fee $15.D0 8 The Sentinel -Legal Advertisement 134.68 9 Cumberland Law Journal -Legal Advertisement 75.00 10 Bank of America -Service Charges 17.85 TOTAL. (Carry forward to main schedule) ...... 314.53 REV -1512 E%• (12-07) COMMON WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID ENT OECED ENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER REV-1610 E%+(8-001 SCHEDULE J COMMONW EALTH OF PENNSYLVANIA BENEFICIARIES INH ERITANCE TAX RETURN RESIOENTOECEDENT ESTATE OF FILE NUMBER Nina T. Bradbury 21 OS 1259 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMaE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not List Tru s OF ESTATE x TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 8118(a)(1.2)] Darcy E. Bradbury Daughter 21,704.91 1 Irving Place, Apt. #G9E New York, NY 10003 Kendra Nina Spurgeon Daughter 21,704.91 1776 Rockledge Drive Carlisle, PA 17015 Elisabeth Bradbury Mowat Daughter 21,704.92 3244 Birnamwood Road Raleigh, NC Judith Anne Hodge Daughter 21,704.92 10525 E. Daines Drive TEmple City , CA ENTER DOLLAR AMOUNTS FOfl OISTRIB UTION66HOWN ABOVE ON LINES 16 TH ROUG H 18, AS APPROPRIATE,ON REV-1600 COVER SH EET xx NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SEC. 8113 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 (If more space is needed, insert additional sheets of the same slza)