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Home My WebLink About09-17-09 (2)1505607121 REV-1500 EX (D6-os, PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po sox 280601 INHERITANCE TAX RETURN 2 1 0 9 7 3 5 Hanisburg, PA 17128.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 5 6 0 4 D 9 7 6 6 0 5 0 9 2 0 0 9 1 1 2 1 1 9 1 0 Decedent's Last Name Suffix Decedent's First Name MI R e d d i n R u b y M (If Applicable) Enter Surviving Spouse's Intormatlon 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 FlLED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Retum ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Retum Required death after 12-12-82) ^ 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date 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 S a m u e l E T e e t e r 7 1 7 3 3 4 2 1 9 5 Firm Name (if Applicable) _ --_-. ---___-, ~ REGISTER OF WILLS USE ONLY r~ T E E T E R T E E T E R 8 T E E T E R ~? First line of address T,`~ ~ - 1 0 8 W e s t M i d d l e Second line of address City or Post Office G e t t y s b u r g S t r e e t State ZIP Code P A 1 7 3 2 ~) V3, c7 ~! ~ _.,~ ~ ~ .; , ~. DATE FiL16R, ..-- - , ~ ~~ 1~ -'' na 5 r~ Correspondent's a-mail address:Sam@teeterlaw.net Under penalties of perjury, I dedare that I have examined this return, induding accompanying sdredules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedaration of preparer other than the personal representative is based on aN information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ,,~, 062/ Feathe,Fl Drive GNF~UR OF PREPA R OTH~-THAN REPRESENTATIVE Middl 1505607121 PLEASE USE ltona DATE . -/_ Gettysburg_ PA 17325 FORM ONLY Side 1 1505607121 J _ ~'' ~` ~`~ r _. ,, _;~ _rJ[ r; ~ :~.1 i-t ,~~ .--~ -:,-, ~~~v ~ , 1505607221 REV-1500 EX Decedent's Social Security Number ....Decedent's Name: R u b v M. R e d d i~' ,. 5 6. 0 4 0 9 7 6 6 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 8 Notes Receivable (Schedule D) ..................... ... 4. 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) .... ... 5. 3 0 0 4 • 0 0 6. Jointly Owned Property (Schedule ~ ~ Separ~te`~illin~ Requested .... ... 6. 4 2 2 9 • 5 5 sGransfers & Miscellaneous Nan-Pro pate Propert9 7 I ' q u e Sched ( ) X Se arate Billin Re nested .... ... 7. 2 5 8 2. 7 `~ . ;0 0 8. Total Gross Assets (total Lines 1-7) ........................ ... 8. 2 6 5 5 1 2. 5 5 9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9. 2 8 8 3 . ^ 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......... .. 10. 6 6 • 9 0 1 L Total Deductions. (total Lines 9 &~10) :........ .. 11. 2 9 4 9. 9 0 12. Net Value of Estate (Line 8 minus Line 11) ....................... .. 12. 2 6 2 5 6 2 , 6 5 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 6 2 5 6 2 . 6 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate X . _ 16. 0 . 0 0 17. Amount of Line 14 taxable at sibling rate x .1 z 8 1 7 6 7. 3 5 17. 9 8 1 2. `0 8 18. Amount of Line 14 taxable at collateral rate x .15 1 8 0 7 9 5. 3 0 ~ 8. 2 7 1 1. 9. 3 0 19. Tax Due .........................~............... - ..... .. 19. X 6 9 3 1. 3 8 , 20. FILL IN THE bVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,~ . 1505607221 Side 2 1505607221 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 735 DECEDENT'S NAME Ruby M. Reddin STREET ADDRESS 6 Robin Court __ CITY STATE i ZIP Mechanicsburg PA 17055 Tax Payments and Credits: ~ Tax Due (Page 2 Line 19) (1) 36,931.38 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 34,612.01 C. Discount 1,821.63 Total Credits (A + B + C) (2) 36 433 64 3. Interest/Penalty if applicable , . D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0 00 4. If 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 497.74 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) 497.74 Make Check Payable fo: REGISTER OF WILLS, AGENT 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; ......................... ...... ...... ^ X^ c. retain a reversionary interest; or .................................................................................... ^ ...... d. receive the promise for life of either payments, benefits or care? ................................................. ...... ...... ^ 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................. ...... ^ ^X 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ... ...... ^ X^ 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) (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)]. 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. REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Ruby M. Reddin 21 09 735 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. US Department of Treasury; 2008 federal income tax refund 1,225.00 2. IElmcroft of Dillsburg; nursing home refund I 1,779.00 TOTAL (Also enter on line 5, Recapitulation) I $ 3 004 00 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ruby M. Reddin 21 09 735 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT a. Eugene R. Clapsaddle 13 C JOINTLY-OWNED PROPERTY: 1062 Feather Drive Deltona, FL 32725 Brother ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET o~ OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 10/28/02 Adams County National Bank Checking Account 8,459.10 50. 4,229.55 No. 2058065 TOTAL (Also enter on line 6, Recapitulation) I $ 4 229 55 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY FILE NUMBER Ruby M. Reddin 21 09 735 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. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE,ThIEIRRELATIDNSHIPTODECEDENTAND THE DATE OF TRANSFER.ATTACHACOPYOFTHEDEEDFDRREALESTATE DATE OF DEATH VALUE OF ASSET %OFDECD~S INTEREST EXCLUSION (IF gpPLICABLE) TAXABLE VALUE 1. Fidelity Investments Brokerage Account No. X62-26954 258,279.00 258,279.00 providing for "TOD" transfers therefrom to decedent's: brother, Eugene R. Clapsaddle (30%); sister-in-law, Sarah F. Clapsaddle (30%); niece, Maureen Cleveland (10%); niece, E. Delores Bateman (10%); niece, Linda Brown (10%) and niece; Sue Pitzer (10%), including accrued dividends and interest of $685.23, per attached valuation TOTAL (Also enter on line 7 Recapitulation) I $ 258 279 00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & IN RES DENTEDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Ruby M. Reddin 21 09 735 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Monahan Funeral Home; funeral bill 150.00 B. 1 2. 3. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip _ Year(s) Commission Paid: Attorney Fees Teeter, Teeter & Teeter Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4 5. 6. 7 Street Address City State Zip _ Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Cumberland County Register of Wills; filing fee for inheritance tax return 2,718.00 15.00 TOTAL (Also enter on line 9, Recapitulation) I $ 2 883 00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER Ruby M. Reddin 21 09 735 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Verizon; final telephone bill 13.13 2. (Alert Pharmacy; final prescription bill ~ 53.77 TOTAL (Also enter on line 10, Recapitulation) I $ 66 90 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g_00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rub M. Reddin 21 09 735 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Eugene R. Clapsaddle Sibling 81,767.35 1062 Feather Drive Deltona, FL 32725 2. Sarah F. Clapsaddle Collateral 77,483.70 1062 Feather Drive Deltona, FL 32725 3. Maureen Cleveland Collateral 25,827.90 130 Hickory Stick Court Debary, FL 32713 4. Delores E. Bateman Collateral 25,827.90 1667 Sterling Silver Drive Deltona, FL 32725 5. Linda Brown Collateral 25,827.90 205 Forrest Knoll Ct. Weaverville, NC 28787 6. Sue Pitzer Collateral 25,827.90 8 Blue Gill Trail Fairfield, PA 17320 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (u nwie space is neeaea, Insert aoanlonal sheets of the same size) ~~~~/I,S COL;~~IY NATIONAL BANK July 1 ~, 2009 Teeter Teeter & Teeter Attn: Samuel E Teeter 108 W Middle St Gettysburg PA 17325 RE: Estate of Ruby Clapsaddle Reddin i7ear Nlr. Teeter: The following information is being provided as per your request Acct. Type Account No. Account Accrued Ownership Principal on Interest to D.O.D. D.O.D. Super NOW 2058065 $8,458.96 $0.14 Jt w/ Eugene Account Clapsaddle C~~G°~~T Date Opened 10/28/02 Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5122. Sincerely, .; ,. ~ ~ 'r Barbara JWarner - Adams County N ti al Bank Deposit Services epresentative II PO Box 3129, Gerrrsaux~, PA 17325 ~ aeoNe 717.334.3161 ~ To~L Faee 888.334.2262 ~ www.acnb.com ~~~- ~~r i rr v ~ s r~ rv a' ~~~ May 30, 2009 Samuel E Teeter C/O Law Office Teeter Teeter & Teeter 108 West Middle St Gettysburg, PA 17325-2108 Dear Samuel E Teeter: C~Oo pal We are responding to your request for information regarding Ruby Reddin's Fidelity accounts. Account Number: X62-269654 Registration: Ruby Reddin -Individual TOD Value on 05/09/2009: See attached valuation report P92083 Account number Y97-969605 registered astion: Ruby Reddin -Individual had a $0.05 residual balance. All information in the enclosed valuation report(s) is based on assets in the above-listed Fidelity account(s) as of the date indicated on the report(s). Valuation information for these accounts is provided through Evaluation Services Inc., a third party valuation service provider. Fidelity does not warranty the accuracy of this information for any particular purpose. In addition, Fidelity does not provide legal or tax advice. Consult with an attorney or tax professional regarding any specific legal or tax situation. We hope this information is helpful. For questions concerning account holdings or instructions on how to transfer the ownex•ship of the accounts, please call our Inheritor Services Group at 800-544-0003 between 8:00 A.M. and 6:30 P.M. Eastern time Monday through Friday or visit our website at www.fidelity.com. Sincerely, Fidelity Investments Our File: W026972-27MAY09 c~roke*age Servres proe~ded by Fidelity Brokerage Services LlC Member NYSE; SIPC Cealinq, custndy; and setllerneri services by National Financial Services lLC Memuer NYSE, SIC P.O. Box 770001. 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TEETER 717-334-2195 SAMI;EL E. TEETER FAX ______ September 16, 2009 717-334-2913 E-M~A[L MATTHEW E. TEETER Sam@teete~ aw.net Glenda Farner Strasbaugh, Register of Wills and Clerk of Orphans Court CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Room 102 n ~~ „'~ Carlisle, PA 17013 ~ ~ ~ cn ~ r __ =~' c-~ ~- =t ~ -v r ~ , File No. 6050 ~_ r-- ~ ~ - .:~ '~~ ~ _:' Re: Ruby Redding Transfer Inheritance Tax .~,~ -~; `=~-~<_-;~~ -t, `-= ~~ `~ :~%-, ~ _ Dear Ms. Strasbaugh: --~ ~ , , - ~ :~ , N _'~ OD I enclose the following: • Two counterparts of the PA Inheritance Tax Return (Form 1500) for filing. • Check in the amount of $497.74 in payment of the balance of inheritance tax due. • Check in the amount of $15.00 for the filing fee. • Self-addressed, return envelope for you to return the Official receipt and money receipt. Very truly yours, R, 1 E. Teeter ER & TEETER I / SET/ljt encls. as stated cc: Eugene R. Clapsaddle ~_ 7~ y r C/~ F--I r 0 ~' ~ ~ u ~ o ~' ~ ° ~* ~N ~ ~ ~' ~ 8 ~ o ~ ~~ ~nn W ~ ~ 8n~ ~ X O ~ ~ Ul fi' ~ ~ f-h ~ y y c O ~~ .~' ~ " r z m ~ ~ z ~y a ~ °v l~J _~ `v m ~ n _z m D ~ ~ ~ v m y N i Nyy ~ lJ N ,~,,.. ~ 0 ~~ N p; ~r r ~~ ~~ ~~ << ~~ 1505607221 REV-1500 EX Decedent's Social Security Number 5 6 0 4 0 9 7 6 6 Decedent's Name R u b y M• Redd 1 tl 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. ' 3 0 0 4. 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6• 4 2 2 9. 5 5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 2 5 8 2 7 9 0 0 (Schedule G) ^X Separate Billing Requested ..... .. 7. . 8 2 6 5 5 1 2. 5 5 8. Total Gross Assets (total Lines 1-7) ....... .. . 9 2 8 8 3 , 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) . 6 6 ' 9 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .......... .. 10. 11. Total Deductions (total Lines 9 & 10) ......................... .. 11. 2 9 4 9 , 9 0 12. Net Value of Estate (Line 8 minus Line 11) ....................... .. 12. 2 6 2 5 6 2 , 6 5 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ .. 13. ' 2 6 2 5 6 2 6 5 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 0 0 0 15 0. 0 0 . (a)(1.2)x.o _ . 16. Amount of Line 14 taxable 0 0 0 at lineal rate X • 16. . 17. Amount of Line 14 taxable 8 1 7 6 7 3 5 17 9 8 1 2. 0 8 at sibling rate X .12 . 18. Amount of Line 14 taxable 1 8 0 7 9 5 3 0 2 7 1 1 9. 3 0 at collateral rate X .15 18. 3 6 9 3 1. 3 8 19. Tax Due ........... ................................... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ ti~ ~, ~` ~~ \\`. 1505607221 Side 2 1505607221 J