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Home My WebLink About07-22-091505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number Po Box 2aosol 2 1 0 9 0 1 1 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 6 0 1 6 5 5 7 5 1 1 1 6 2 0 0 8 0 6 2 8 1 9 1 3 Decedent's Last Name Suffix Decedent's First Name MI H a r e I d a E {If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Return 4. Limited Estate OX 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 TO: Name Daytime Telephone Number W a y n e F S h a d e E s q u i r e 7 1 7 2 4~ 0 2 2 0 Firm Name (If Applicable) ~__,`~ c REGISTER OF-WfL~ USE ONLW -_r„, ~ First line of address r-- _ _ ~ , 5 3 W e s t P o m f r e t S t r e e t ; Second line of address ;~. ~~ ~; ~ ~.~ _~ ~ City or Post Office State ZIP Code fi... ' DATE FILED ~ C a r l i s l e ~ P A 170 1 3 Correspondent's a-mail address: waynefshade(c~comcast.net 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 preparer other than the personal representative is based on all information of which preparer has any knowledge. ai H i urct yr rtrc~UN KtSF'UNSIBLE FOR FILING RETURN DATE DDRESS 387, Shady Lane Carlisle PA 17015 SIG~URE OF PRE ~R-6~HE//R~THAN REPRESENTATIVE DATE ADDRESS >_~~r/••_t.K~+ ~_2 2 ~U q 53 West Pomfret Street Carlisle PA 17013/ PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505607121 1505607121 J 1505607221 REV-1500 EX Decedent's Social Security Number 1 6 0 1 6 5 5 7 5 Decedent's Name: Ida E• H a r e 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 & Notes Receivable (Schedule D) ~ ~ ~ ~ ~ 4. • 2 8 6 3. 7 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 Q ~ Q Q (Schedule G) ^ Separate Billing Requested ....... 7. $ 2 8 6 3. 7 4 8. Total Gross Assets (total Lines 1-7) 9 8 3 3. 0 6 9. Funeral Expenses & Administrative Costs (Schedule H) ..... ........ . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . ........ . 10. 11 8 3 3. 0 6 11. Total Deductions (total Lines 9 & 10) ~ • ~ ~ ~ . 12 2 0 3 0. 6 8 .............. 12. Net Value of Estate (Line 8 minus Line 11) ....... . .. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 . an election to tax has not been made (Schedule J) ......... ....... .. 13. 2 0 3 0. 6 8 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 Q Q Q 15. Q• Q Q (a)(1.2) X.0 _ 16. Amount of Line 14 taxable 2 0 3 0 6 8 1s 9 1. 3 8 at lineal rate X .045 . 17. Amount of Line 14 taxable Q 0 0 17. Q • Q Q at sibling rate X .12 18. Amount of Line 14 taxable 0 0 0 18 Q • Q Q at collateral rate X .15 9 1 . 3 8 19. Tax Due .................................... ....... 19 ... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ ~> ~5., c ~ t~ s `f`. ~, 1505607221 Side 2 1505607221 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 0118 DECEDENT'S NAME Ida E. Hare STREET ADDRESS 1000 West South Street CITY Carlisle STATE ZIP PA ' 17013 Tax Payments and Credits: ~ Tax Due (Page 2 Line 19) 2. Credits/Payments (1) A. Spousal Poverty Credit B. Prior Payments 0.00 C. Discount 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Total Interest/Penalty (D + E) (3) 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) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLnrK~ 1. Did decedent make a transfer and: Yes No a, retain the use or income of the ro ert transferred; P P Y ................................................................ ...... ^ a 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? .... ..... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................. ..... ^ 0 91.38 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. 91.38 0.00 0.00 0.00 91.38 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF lda E. Hare ITEM NUMBER 2. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 09 0118 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. DESCRIPTION VALUE AT DATE iec tng account 6100735699 OF DEATH ~~, .,. AARP, reimbursement of health insurance premium I 232.00 TOTAL (Also enter on line 5 Recapitulation) I $ 2 863 74 (If more space is needed, insert additional sheets of the same size) ~ ~~~ ~~ :: Account Number 6100 Account Title IDA E Date Opened 4/27 Account Tye Che Principal Balance as of DOD $26 Interest from Last Postin to DOD $ Account Balance as of DOD $26: YTD Interest to DOD $ 135699 ;HARE / 1992 31.74 .00 31.74 00 REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF Ida E. Hare SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY FILE NUMBER 21 09 0118 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE rHE NAME of THE rRaNSFEREE, rHEiR REU,TioNSHiP To DECEDENr AND DATE OF DEATH % OF DECD'S EXCLUSION NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST pFAPPUCaeEEI 1 .Tenor er Ke Pr . _ _ TAXABLE VALUE TOTAL (Also enter on line 7 Recapitulation) I $ 0 00 !If mnra snara is naarlarl insert ariridinnal shoats of tha same seal REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ida E. Hare SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS FILE NUMBER 21 09 0118 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: ~. Giant Food Stores, funeral food AMOUNT 360.00 B, ADMINISTRATIVE COSTS: 7 • Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Wayne F. Shade, Esquire 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 250.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4 Probate Fees Cumberland County Re ister of Will g s 58.0() 5 Accountant's Fees 6. Tax Return Preparers Fees ~. The Sentinel advertise issuance of Letter T t 8• , s es amentary Register of Wills, filing inheritance tax return 145.06 9. Citizens Bank, fees for paper statements 15.00 5.00 TOTAL (Also enter on line 9, Recapitulation) I $ 833 06 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES wihi~vr Ida E. Hare 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. Vernon W. Hare 2. 3. 4. 5. lI. 1 218-A North Willow Street Carlisle, PA 17013 Sharon L. Pino 1230 Two Oaks Boulevard Merritt Island, FL 32952 Bernous L. Keller 381 Shady Lane Carlisle, PA 17015 Phoebe L. Brightbill 660 Mountain Road Millerstown, PA 17062 Michelle L. Hurton 639 Pimlico Drive Seymour, TN 37865 FILE NUMBER 21 09 0118 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal Lineal Lineal AMOUNT OR SHARE OF ESTATE 1,015.34 253.83 253.84 253.83 253.84 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 tl -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (It more space is needed, insert additional sheets of the same size) 1 OF IDA E. HARE ~ ~ ar I, IDA E. HARE, of Gettyburg, Adams County, Pennsylvania, having and possessing a sound and disposing mind, memory and understanding, do hereby make, declare and publish this as and for my last Will and Testament, hereby revolving and making void all former Wills and writings in the nature thereof by me at any time heretofore made. FIRST: I order and direct all my just debts and funeral expenses, together with all death taxes, State and Federal, shall be paid from my residuary estate, as soon as practicable after my decease, as a part of the expense of the administration of my said estate. SECOND: All the rest, residue and remainder of my estate, whether real, personal or mixed, of whatsoever kind and wheresoever situate, I give, devise and bequeath as follows: a. Fifty (50~) percent of my net estate to my son and daughter-in-law, Vernon W. Hare and Phoebe M. Hare. In the event that both my son and my daughter-in-law, Vernon W. Hare and Phoebe M. Hare, have predeceased me, then and in that event, I direct that their share revert over to those persons named as listed in subparagraph (b) of this provision, in equal shares. b. Fifty (50%) percent of my net estate to be divided equally among Sharon L. Pino, Bernous L. Keller, Phoebe L. Morrow, and Michelle .L. Hare. THIRD: I nominate, constitute and appoint Vernon W. Hare and Bernous L. Keller, as Co-Executors of this my Last Will and Witness: f ~ ~~~ v(,(^'q, ~F '; ~.-- (SEAL) ID E. ARE Testament; and I direct that they shall not have to file bond in order to qualify as Co-Executors of this my said estate, IN WITNESS WHEREOF, I Ida. E:. Hare, the testatrix, have to this my last Will and Testament, subscribed my name and affixed my seal this day of 1990. This Will being written upon two typewritten sheets of paper and attached under one cover, the preceding of which page is identified by my signature. ;;~ ~ ~~. r.: & , r -~' ~, ~_-~..,~ { .~ i /, ~ ( SEAL ) c_, ~ ~_. IDA E' HARE Signed, sealed, published and declared by the above named Ida E.. Hare, the testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. Witness Witness dress Address COMMONWEALTH OF PENNSYLVANIA: :SS: COUNTY OF ADAMS We, Ida E. Hare, and the testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses in the presence and hearing of the testatrix, signed the Will as witness and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. r / ~(,' "',L:,~~ ~_.. ~~~ ~ `~. ~=- ( SEAL ) IDA E. HARE Witness tness Subscribed, sworn to and acknowledged before me by Ida EL. Hare, the testatrix, and subscribed and sworn to before me by this and witnesses, `' day of 1990. Notary Public