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HomeMy WebLinkAbout08-27-09 15056051058 REV-1500 t=X (06-05) PA Depertrrent of Revenue OFFICIAL USE ONLY Bureau d IndiWdual Taxes Coumy Code Year Rle Number INHERITANCE TAX RETURN PO BOX 280601 Harrsbvg, Pa tTi2e-0fi0t RESIDENT DECEDENT 21 09 00474 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 206-10-8164 05/16/2009 10/06/1914 Decedent's Last Name Suffix Decedent's First Name MI RAEUCHLE RANDAL R (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 •JG 1. Original Retum 2. Supplemental Retum ..... 3. Remaintler Return (date of death prior to 12-13-82) _,. 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required tleath after 12-12-82) ... ~: 8. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of wll) (Attach Copy of Trust) C._) 9. Litigatlon Proceeds Received 10. Spousal Poverty Credit (tlate of death ._:. 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number THOMAS BENTZ (717) 575-5730 Frn Name (If Applicable) N - -... °o ~ REGISTER BLS USE OIIQY -r', -~ r-tl~ C C .i ;....~ First line of address ~~.r~ ~ m N ~ ~ ' ` L 3216 N SCENIC ROAD _V v~~ ?? - Second line of address -`n0 -o ~, -; p -rT S } r ~ ~~ ~ ; ~ --I N ~ ' City or Post Office State ZIP Code DA~E FILED ~ HARRISBURG PA 17109 Correspondent's a-mail address: Under penalties of perjury, I detlare Nat I have examined this relum, inducting aaompanying schedules and atatertroots, and to the best of my krgvAedge aM belief, % is We, coned antl wmplete. Dadaretbn of arer other than the personal representative is based on ell information of which preperer has any knowledge. SIGNATUIJ~~F PERSON RESP~ISIBLE O ~FlL1N,~&TURN DATE ~6 x Sc~ ~i2,~?/S__v~~ ~ 7~a S SIG R FPREPARE O EPRESENTATIVE DAT ~'• _ S ~talo9 - ADDRESS r 32 ~ U•tn;a,'1 ST• ~(1+11e7s'bu~ A . - - 1'1ote9 ----- - Side 1 L 15056051058 15056051058 REV-1500 EX Decedents Social Security Number Decedents Name: RANDAL R RAEUCHLE 206-10-8164 RECAPITULATION ___..__...... ......___ _.___._...__._..___.. 1. Real estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schetlule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Propretorship (Schedule C) .. ... 3. 4. Mortgages & Nates Receivable (Schedule D) .......................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 6. Jointly Owned Property (Schedule F) r_"_i Separate Billing Requested .... ... 6. 7. Inter•Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~'=..t Separate Billing Requested..... ... 7. 6. Total Gross Assets (total Lines 1-7) ................................. ... 8. 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................... .. 9. 10. Debts of Decedent, Mortgage Liebili8es, & Liens (Schetlule I) .............. .. 10. 11. Total Deduetlone (total Lines 9 8 10) ................................. .. 11. 12. Net Value of Estate (Line 6 minus Line 11) ............................ .. 12. 13. Chartable 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 45 588,641.77 15, 16. Amount of Line 14 taxable at lineal rate X .0 _ 1 g. 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ......................................................... 19. 15056052059 418,540.00 238,635.23 657,175.23 38,042.43 30,491.03 68,533.46 588,641.77 588,641.77 26,488.87 26,488.87 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EJC Page 3 Flle Numhar Decedent's Complete Atltlress: ~~ ~~~~~ DECE ENTS NAME DECEDENTS SOCIAL SECURITY NUMBER RANDAL R RAEUCHLE 206-10-8164 ---------------------- ----------- STREETADDRESS CRy -- -~~---- - i STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Povedy Credo 8. Pdor Payments C. Discount InteresUPenahy if appficeble D. Interest E. Penalty 1,324.44 (1) 26,488.87 Total Credits (A+ B + C) (2) 1,324.44 - - Total InleresUPenalty (D + E) (3) 4. !f 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) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA This is fhe BALANCE DUE. (58) 25,184.43 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a bansfer and: Yes No a. retain the use or income of the property trans(erred :................................................................................... ....... ^ b. retain the dght to designate who shall use the property transferred or its income :..................................... ....... ^ c. retain a reversionary interest or ................................................................................................................... ....... ^ d. receive the promise for life at either payments, benefits or care? ............................................................... ....... ^ 2. If death occurred after December 12,1962, did decedent transfer property within one year of death without receiving adequate censiderefwn? ....................................................................................................... ....... ^ 3. Did decedent own an firs Wst for or payable upon death bank account or security at his or her death? ....... ....... ^ 0 4. Did decedent own an Individual RetirementACCOUnt, annuity, or ofhernon-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 R AS PART OF THE RETl1RN. For dates of death an 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 dales 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 (O) percent (72 P.S. §9116 (a) (1.1) (ii)). The statute does not exempt a Vansfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even'rfthe 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 [he 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) [l2 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}]. A sibling's defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (11-0a) B pennsylvama SCHEDULE A INHERRANCE TAx RETURN REAL ESTATE 0.ESIDENT DECEDENT ESTATE OF FILE NUMBER RANDAL R RAEUCHLE 2009-00474 uI rca property ownee sorry or as a anon[ m common must De reportee a[ rair mancet vame. FaN market value is tleMetl as the pdre at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy ar zNl, both having reasonable knowledge of the relevant facts. Real property that is fointlywwned with right of survivorship must be dfulosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DWELLING 1050 N MOUNTAIN ROAD HARRISBURG PA 17112 74,000.00 300 HILLSIDE DRIVE NEW CUMBERLAND PA 17070 344,540.00 TOTAL (Also enter on Une 1, Recapitulation.) I $ 418,540.00 If more space is needed, insert additional sheets of the same size. REK750e EX+ (8-a8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER RANDAL R RAEUCHLE 2009-00474 Indude the proceeds of litigation and the dale the proceeds were received by the estate. All proparry )olntlyowned with right of aurvivonhlp must be disclosed on Schedule F. 1 FULTON BANK ACCT# 3622-18879 2 ING DIRECT CD #58130832 3 ING DIRECT SAVINGS ACCT# 58064290 4 FOLIO FN RA ACCT# 5 FOLIO FN IRA ACCT# TOTAL (Also enter on line 5, Recapitula8on) S (II mare space is needed, insert addibanal aheets of the same size) 14, 901.61 55,046.99 7,449.63 160,088.00 1,149.00 238,635.23 EV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL EXPENSES 8 ADMINISTRATNE COSTS ca1R1c ~r FILE NUMBER RANDAL R RAEUCHLE 2009-00474 Debts of decedent must be roported on 6chedule I. A. I FUNERAL EXPENSES: t' HETRICK FUNERAL HOME B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of PersonalRepresentative(s) THOMASBENTZ Sodal Secudty Number(s)IEIN Number of Personal Representative(s) Street Address 3216 N SCENIC ROAD City HARRISBURG .state PA Zip 17109 Year(s) Commission Paid: 2009 2. Atiomey Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zp Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Feas 7. TOTAL (Also enter on line 9, Recapitulation) I S (If more space is needed, insed additional sheets of the same size) 5,711.22 31,020.61 200.60 360.00 375.00 375.00 38,042.43 REV-1511 E%+ (12-08) ~ pennsyCvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITNiCE TA%RENRN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER RANDAL R RAEUCHLE 2009-00474 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, Including unrcimbursed medical ezpenaes, nz~ 1• MICHAEL A BRESKI (M 8 CUSTOM HOMES(TO FILL IN POOL 9,500.00 2 MICHAEL A BRESKI REPAIR NAIL HOMES & PAINT 8,900.00 3 MICHAEL A BRESKI (CLEAN OUT HOUSE AND DISPOSE OF CONTENTS 7,500.00 4 CARD MEMBER SERVICE (CREDIT CARD) ACCT Y 4266513034505761 342.09 5 PA WATER CO ACCT # 2406241394 82 Og 6 KEYSTONE PODIATRIC ACCT # 316989 22 00 7 COMCAST CABLE ACCT # 09547-17805701 200.60 8 VERIZON (TELEPHONE) ACCT # 7177741212 64.10 9 U G I 138.73 10 P P L 55.88 11 FINEST FLOORING (SUPPLIES FO RHOME REPAIR 1,200.00 12 ABBY CARPET 301.00 13 FINEST FLOORING 1,600.00 14 MICHAEL JONES LANDSCAPER 584.55 TOTAL (Also enter on Line 10, Recapitulation) I ~ 30,491.03 If more space is needed, insert additional sheets of the same size.