HomeMy WebLinkAbout08-31-0915056051058
REV-1500 ~ (D6.D6, OFFICIAL tME tNILY
FADeprerera.d Retaars carry Code roar Fr NUMB
BlxalydheWllel Tams INHERITANCE TAX RETURN
PO BOX 2808111 nn
Ilsrkbaq rA nl2emol RESIDENT DECE!DENT O~ I O I a~
I?FRER DECEDENT BMrOWII-T10N BELOW
SodW 3ecudly Number Dale d DeeUt Dab d Belh
203-1x9734 12ro212008 11/18H918
Deoederd'a Last Hartle SuRbr Decaderrys Fast Name MI
p~tey Elizabeth J
(If ~OPde-~) ~ ~~rq SpoupY Infarraatlon BNow
Spouse's lasl Name SuMbc Spahe'e First Name MI
3pxre's 3oda18earNy Number
THIS RETURN MUST BE FLED W DIIPI.ICIIIE WRN THE
REGISTER OF WILLS
RLL IN APPROPIBATE OVALS BELOW
~- 1. Odyklal Reem _ 2. SupplansrrW Rehm :: 3. RemseWer Reern (der ddeam
pion b 12-1382)
4. Limped F~rEe 4a. Fuexe erleraet Compemiw (dale a 6. Federal Eshb Tax Raexrr Raqulretl
deem agar l2-1&82)
:. 8. Dsadwlt Dhd TiWr .... 7. Dsoedxa Meinteerd a IMnq Tnwt 8. Tort Number d Seta Daplsa Boxes
(Athol Copy d Wiq) (Alcor Capy dTnht)
9. LMlylatlon Procaeda ReaNed 10. Spared Pa`ierh lledlt (oar d deem 11. t7aelbn b tax order Sea 9113(A)
between 12$1~e1 and 1-1.9~ (Altedr $ch. O)
(BPOIBIEIR - 7Mq tiEC710118U0f BE . ALL COMEtP01gBN:E AIq 001e10BOgILTAx NOIrA710N Ng11tD fE ONIECTB) T6.
Name Daygma Terplrar Nurtmar
L. Rex siddey (717) 234-0577
Fem Nance (NAppgeabb) r~rr~y
REGISTER OF WILLS USE t:S
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Hertisburg PA 17101 ~ ''-t
CareeporrderrYs snra4 address: daPPINUn~801.C0111
uaax v-.woes vsrAsr. I asd.. mar I rw.arnanea err r.era. radnq smono.Mro.drowaro.rraw~r, sad eo ar essramy rowrrgssm tx+ga.
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SxiNATURE OF PER~l1 RE8EON81Bl.E FGR FY.aE RETURN DATE
9,.145 6~n~ VI-_ F,1- uln.le,1 FL 33St3
DATE
gMiABE qae ogtlopaAL roar oaar
Side 1
15056051058 15058051058
15056052059
REV-1500 EX
Oxadenfs Name: Elizabeth J Dfaeter
nECArrrLannon
1. Real estab (Schedule A) ............................................. 1.
2. Sbdu aM Bonds (SCiedule B) ..................................... .. 2.
3. Cbaely Held Corpora8on, PdC or Sab-Pmpdebahip (Sdbdib C) ... .. 3.
4. a Nobs Receivable (Sdx~dae D) ........................... .. 4.
5. Cash. Bartlr Deposes a AWaelenaprs ParaOrral P/opMy (SdieMAe ~ ...... .. 5.
8. JoYrBy Owned Properh (Sdredrae F) :.:.:.::. Seprab BMYq Regrrasb0 ..... .. 8.
7. Inter-lflws Trensb~a a F~Yeneas Na~P~abate P~oDarty
(Sderhle G) ::: -, Separate BMIn9 Requested...... .. 7.
8. ToW (Aoas Asasb (bbl Lbes 7-7) ..................................
__.__ .. 8.
9. Furxiral t:xperrres a Admkxshaave Cash (Schedule H) ................... .. 9.
10. Debts d DeeederR nlorpege Liabil0es, a Llans (Schedule t) .............. .. 10.
11. Total Osdrretlorh (tohl Lines 9 a 10) ................................. .. 11.
12. Nst Vahr of Esbas (Line 8 Mnua Line 71) ............................ .. 12.
13. Chadbble and Govemmerad BeglrmblSec 9tt3 Tnrsh for wlich
an ebc8m b fax has not been made (Sdcedlle J) ...................... .. 73.
14. Nat 1Adrrs Brrblaot to Tax (floe 12 rtirxh Lino 13) ...................... .. 14.
TAX COMPCfTATtON - EEE IUSTRIlC710N8 FOR APPI..tCABLE RATES
15. Amarnt d LMe 14 taxable
at dra apoueal fee rate. or
trarhfers order Sec. 9116
(ax12) X .0_ 15.
18. Arrglxa d LNie 14 taxable
et Nneal retie X .0 _ 16.
17. Artqurd d Line 14 fixable
at slbNn9 race x .12 3,462.03 17.
18. Arraixx d Llne 14 taxable
16.694.97
et coreteral rab X .15
18.
19. TAX DUE ......................................................... 19.
20. FlLL IN THE OVAL IF YOU ARE REpJESTtliO A t1EF{B!D OF AN OVEtiPAVMENT
OeoedeM's Social 3ewrily Number
2o3-1a973a
81,017.19
81,017.19
11,837.81
14,559.27
26.398.86
34,620.31
12,483.31
22,167.00
415.44
2,804.24
3,219.88
15056052059 Side2
15056052059
REV-7$OOIX Paa93
Decedent's Complete Address:
FM NunbN
IX:CEDBIi'S SOGAL 9EClIRtrY NtAeER
Elaabeth J Deafer 203-10-9734
SrRFEfA00RESS
314 Messiah Circle
GTY
Mechanicsburg STATE
PA ZP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) 3,219.88
2. CrsdhlPsyrrrarb
A Spousal Pasty Credit
B. PrIOr Peynerds
C. Diecaxlt
TdelCredib(A+B+C) (2) 0.00
3. IMerectlParxiLy if applicable
D. Irrtaest
E. PAY
Total InbresllParetiy (D + E) (3)
4. 8 Line 2 is greeter barn Line t + Line 3, enbr the d'iferarce. Tfae ie the OVE9PAYIBIy.
FiN b oql en Paps; Line 20 b ntaaat a rsfard. (4)
5. d Lbe 1 +Lare 3 is greebr eren Line; enter the dXraerrce. TMs b the TAX DIIE (5)
A Freer the hbrest an the tax due. (5A)
B. ErMer the btd of Line 5 + 50. TMe k the BALANCE DIIE. (SB) 3,279.88
Make Check Payable to: REGISTER OF NRLLS, AGENT
PLEASE ANSWER THE FOLLOIMNG QUEST10N8 BY PLACING AN "X" IN THE APPROPRWTE BLOCKS
1. Did decederd matte a earwkr and: Yes No
a. retain the use a irximnre of the PrePenY trenefened :.................................................................................... ...... ^
b. rebb the dgld b designab who alati use the prapedy sarnbrred a 8c irmrrre :...................................... ...... ^
c main a levasiorrary hteresC a ................................................,.................................................................. ...... ^
d. receive the proniae for tib d eaha paynrerrb, beneflls a rare7 ................................................................ ...... ^
2. r deem ocarred stmt Deoemba 1;198; d'd dea.tlam bansbr pmpedy whin one year of dea8r
vd8rad receiving adequab ooraideretionT ........................................................................................................ ...... ^
3. Did deoadeM own an err bat kx" a peyabb upon dealt bait axxasd a aecurtiy at h'a a Iran deabl ........ ...... ^
4. Did deoedart awn an hdlvidral RetiranentAxamL emully, a oba rnar•prabab prapeny rdich
carbire a babActierY desigrratiorr7 .................................................................................................................. ...... ^
p THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COA~LETE SCHEDULE G AND FiE R AS PART OF THE RETURN.
For sales of deem on a albr July 1,1994 and before January 1,1995, the tax tale imposed on the net value G barefas b «br 8re use ~ the scavivirrg spouse
is tlsee (3) peroeM [/2 P.S. §9118 (a) (1.1) ()].
F« dabs of dsetll on a afbr January 1, 1995, 8re tart tab inpoeed on 8re net value of berates b a far the use of the surviving spouse is zero (0) patent
[/2 P.S. §9118 (a) (1.1) (i)]. The sbbb a bartsbr b a aurvivirrg s{rouse from lac, and the stablory raluuirarrents for disdoaae of asseb and
IBng a fax reban ae stiN appticebb even'd the surviving spouse is the aiy berle8ciary.
Fa dabs of deM-r on «aRa Juy 1, 2000:
The fax tab imposed an the net value d transfere from a deoeaeed Gild 1w«dy-0rre yeas d age a younger at desM b «for the use of a nebral parent, an
adoptive parent, a a ebpparerd of the dik is zero (0) pentad [72 P.S. §9116(aK12)].
Tta bx tab imposed m the net vabe of fransbrs b a br the use G the decedatfs tines berre6deries 'a ftra and orte~half (4.5) penreM, emept as mbd b
72 P.S. §9116(1.2) [/2 P.S. $9116(aK1)].
The tax tab imposed on 8re net value of tranebrs b a br the use of the decedarPs sbtirps b twelve (12) peroeM ]72 P.S. §9116(aK1.3)]. Aaibting is defaced, carder
Section 9102. as an individual who has at best ate peradm cortsrron w6h the deaMeM, wfre8rer by bbod a adoption.
REV-t508IXt (698)
COMMONVYEALTH OF PENNSYLVANIA ~p/ ~~aac~~~K,~V-~G~rv`~'p•~/ryRy~•~••
INHERITANCE TAX RETURN ra:a[JVIVIL PRKER„
RESIDENT DECEDENT
Elizabeth J. Deeter
Mduda tlb pm~aeda of fYpetlm and me dela the procsedr Mare reahad M ar eNals.
Aa pmpaKy joeWyawrrd vrMlr Ask o/aurrNaWpaMSt be dYel9eed do tielredlae F.
1 Cumberland County Veterans
2 Tenart Lowrance Refund
3. Bek;o Checking Amount
4. Car Sale
5. Perm Treaty, LTC Premium RakaM
6 IRS Refund
7 PNC Cheddng Amount
8. Symetra lax SheHar Annuity
9. kAeasiatl Vilage, Sale of Oakwood ApabneM
(M more apace N
TOTAL (Abo erlmr on Nne 5, RxapihAedon) :
Ylaert eddltlorrl eneeh of the same ehe)
38.00
1,718.18
2,000.00
176.80
1,354.03
32.00
28,291.93
27,308.25
61,017.19
., _-m:-
Date Time Travel Other Expense Purpose
12/2/08 6 25 Travel to Messiah Village (MV) to clean out room
12/3/08 10 37 Travel to Messiah Village (MV) to clean out room, meet H
12/4/08 8 25 Travel to Messiah Village (MV) to clean out room, sorting
12/5/08 2 Sorting, filing
12/6/08 6 Sorting, filing
12/8/08 1 25 $6.00 Meet w/attorney 8c visit MV to turn in keys ($6.00 parkin
12/9/08 1 Sorting, filing, T/Cs
12/10/08 6 Sorting, filing, TCs
12/11/08 4 44 Register will (~ Cumberland Co. Courthouse, open estate
12/12/08 6 T/Cs,letter
12/15/08 8 30 T/Cs, MV, PNC, Anne's Offce, BELCO, PSECU
12/16/08 5 T/Cs, paperwork
12/17/08 4 8 T/Cs, paperwork, PSECU, Cemetery Assn. Office
12/18/08 3 T/Cs, paperwork
12/19/08 4 4 T/Cs, paperwork, AAA Office for Notary, Post Office
12/22/08 5 25 T/Cs, paperwork, MV to pick up package
12/23/08 3 Paperwork
12/24/08 2 Paperwork
1/2/09 1 E-Mails
1/4/09 2 Forms
1/6/09 2 Pay bills, T/C w/Rex
1/9/09 2 Paperwork
1/12/09 2 T/Cs, paperwork
1/15/09 1 Paperwork
1/16/09 2 Paperwork, T/C
1/20/09 0.5 Review of status of claims
1/21/09 1.5 T/C, pay bills
1/22/09 1.5 Apply for EIN
1/23/09 1 Setup Excel for Executor Expenses
1/25/09 0.5 Cell Phone Bill & HO Ins. refund
1/26/09 1 5 Deposit HO Ins. Refund check - T/C to Verizon
1/31/2009 0.5 Work on credit card bill
2/1/2009 0.5 6 Work on credit card bill & deposit refund check from Pen
2/3/2009 1 T/C QLT re:phone lease refund - flling/documentation up,
2/12/2009 0.5 Bills
2/13/2009 1 Bills, T/C
2/14/2009 1 6 Bills, deposit rebate check
2/17/2009 0.5 e-mails/bill
2/18/2009 1 emails, TJC
2/19/2009 1 T/C, letter to BELCO
2/23/2009 1 T/C to Symetra, paperwork
2/24/2009 1 T/C to Symetra, paperwork
2/25/2009 1 T/C to Symetre, paperwork
3/15/2009 2 T/C AMEX -update paperwork
3/16/2009 1 Pay bill, open mail, T/C to Capital One
r ~,,,..~.,~.=;_.. _
3/17/2009 2 $1.68 Submit LTC claim, postage .
3/20/2009 1 2008 Income Taxes
3/22/2009 2 2008 Income Taxes
3/23/2009 1 6 Deposit Symetra check ~ PSECU - T/C to Penn Treaty
3/24/2009 2 2008 Income Taxes
3/25/2009 4 10 $1.00 Meet w/Rex, shredding, 2008 Income Taxes
4/13/2009 2 12 Close PNC checking acct, sell jewelry, deposit coins
4/19/2009 1 6 Deposit PNC check and Keystone Insurance check
5/2/2009 1 5 Follow-up w/Penn Treaty, talk to Rex, deposit checks
5/5/2009 1 T/Cs -Penn Treaty & Dr. Long
5/19/2009 1 T/Cs -Penn Treaty & Dr. Long
6/12/2009 2 T/Cs -Penn Treaty & Star Med + paperwork
6/19/2009 1 T/Cs -Penn Treaty & Star Med
6/25/2009 1 T/Cs -Penn Treaty & Star Med
6/30/2009 1 T/C -Penn Treaty + letter
7/10/2009 0.5 T/C -Penn treaty
7/28/2009 2 T/C (numerous) to PT
8/3/2009 1 Letter to Rex
8/12/2009 1 T/C to Rex & PT
SUB TOTAL 142.5 279 $8.68
RATE $35.29 $0.495
TOTAL $5,028.83 $138.11 $8.68
GRAND TOTAL $5,175.61
EV-i5fl IX+(12-88)
scM~ouu M
coatawNweAUN of PENNSYLVANIA FUNERAL EXPENSES 8
INNERRANCE TAX REn1RN ADNIINISIRATIVE COSTS
RE8IDENT bECEbENT
PSIATE OF Fl!E NUMBER
Elizabeth J. Deeter
DaEb drNoadarN nxW a raisrlatl on titl»tluN L
A. FUNERAL EXPENSES:
1' Crernation Sodety 110.00
2 hbrwrarilam Minister 150.00
3 Honorarium Uganist 150.00
a. Florist 109.08
5. Cemettxy 460.00
e. Memorial 271.00
a. ADMINISTRATNE COSTS:
1. Personal RepraceMetlve's Camrnksions 5,175.61
Name d Personal Repsendetlve(s) Edmund Crawford
Street Address 9299 Breno Drive
CKy Fort Myers smre FL aP 33913
Year(s) Commission Pell:
2. AtlomeyFees 3,500.00
3. Famsy ExempBOn: (H decedent's address fa not ttie aatne as deYneM's, attach er~lenetlon)
CW
t
men
SseedAddresa
GrY Stale ,Zb
Reletiarehip of Gegnerlt to Decedent
a. Probate Fees 205.00
S. AaauMad's Fees
8. Tax Realm Preperer's Fees
T• Legal ~ 265.73
a Obituary, Patriot Navas 888.77
e. Smart Movers 545.00
io PSECU Est Acca1M 6.00
tt Postage 1.42
TOTAL (Also order on line 9, Recapihtlatlon) S 11,837.61
(G mdre lyaoe k needed, Irlsxl addidond sheets ar the soma ehe)
REV-1512 EX+ (12-08)
Pennsylvania
DEP~RTNENT OF REVENUE
INNERTfpNCE TW(RETIRN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
Elizabeth J. Deafer
Rwa<aeu xlaxne w e.. a.~.arK pier ro ee.el twe nwn.Nse uNn.w K tM an a aa.tl` uwwww unnNrouT..a m.ac.i..nau...
REV4513 EXi (ll-08)
a ~IIT~VaI'i18
OEPI,pTMENr OF REVENUE
meauTAraf TAx RETURN
Resme`r nea~ne+r
ElizaGeth J. Deafer
SCHEDULE J
BENEFICIARIES
FILE
RELATiONSNIP lO DECC-0Bil' AMOUNT OR SHARE
NUMB61 NAME AND ADDRESS OF PERSON(S) REC;:MNG PROPERTY De Nat Nat TnMr(a) ~ FSTAIE
I TAXABLE Ot5TRIBUTIWIS [[ndude outrght spousal dsM6+rtlona and traL~fers under
Sec 9116 (a) (1.2).]
1. Edmund M. Dee6er, Jr. BIDBrer 10%
2 ABNNt 8. Crawford tl Nephew 9%
3 Edmund D.Crawfad Nephew 9%
4. Edmund M. Deter, fll Nephew 9°~
5 f°hNip E. Deafer Nephew 9%
6 Mme D. GaBahx Niece 9°k
7 Lea Dymski Niece 9%
ENTER t>Ol1AR AM1111NiS FOR DISTR[~ITIONS SFRSNW ABOVE ON LiN6151}II~IX,T I 18 OF RLM•150D CY)VER SHEET, A S APPROPItiATE
II NON-7AXABLE DISTRI817RON5:
A. SPOUSAL DISTRIIXRIONS UNDER SECTION 9113 FOR WHICH MI HECTION TO TAX 15 NOT TA1031
1.
B. f31ARIfABIE MID GOV9mMENTAL DISTRIBUTIONS
1. line Street preebyheden Church 11 %
2 Perslyslvania Floapital 9$
3 Messiah Vipape 8%
4. Univeraty d Permsylvanie 8%
TOTAL OF PART D - ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ; 12,463.31
If more span is needed, Inert additlaml sheets of the same s¢e.