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HomeMy WebLinkAbout10-02-0915056D41169 ~ l _ n /` b RE Y -1500 EX (06-05) OFFICIIAL USE 0~~~ V y PA Department of Revenue County Code Year File Number BureauotlndividualTaxes INHERITANCE TAX RETURN PO Box 280601 Harrisburg, PA17128-060": RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 325-07-8231 01052009 07221916 Decedent's Last Name DANECKE Suffix Decedent's First Name EMILIE MI M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Narne Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE BOXES BELOW 1. Original Relurn 4. Limited Estate 6 Decedent Died Testate (Attach Copy of Will) C 9. Litigation Proceeds Received MI 3, Remainder Return (date of death prior to 12.13-82) 5. Federal Estate Tax Return Required 0 8 Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) 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) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number BARBARA LIS (717) 761-0787 Firm Name (If Applicable) First line of address 3818 HEARTHSTONE ROAD REGISTER OF WILLS USE ONLY w n ~ {..._ Second line of address ~ =O ~~ ~ Q ^~ ` " i?~ ~ t~7 21f!kT~'FILEDN 1 City or Post Office State ZIP Code ~>; CAMP HILL PA 17011 `'~c". ~ ~.... 3 ~~ ~ r ~~ ~ ~ ,i -~ ---I .. Correspondent's a-mail address: ~ ~ ~~ GJ'i Under penalties of perjury, I declare that 1 have examinetl 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. SIGN URE OF PERSON S 'O~jISLE FOR FILING RETURN DATE ADDRESS / 38"7 HEARTHSTONE ROAD NAy1JRE OF PREPARER OTHER THgA~RE DATE ~ c! CAMP HILL, PA 17011 210 GRANDVIEW AVEN[JE, CAMP HILL, PA 17011 PLEASE USE ORIGINAL FORM ONLY 1,5D56D41169 15D56D41169 C Side 1 J REV-1500 EX Decedent's Name: EMILIE I~! DANECKE RECAPITULATION 15056042160 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 & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1 - 7) ................................... 8. Decedent's Social Security Number 325-07-8231 79,107.89 108,554.61 187,662.50 9 Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10 Debts of Decedent, Mortgage Liabilities, i~ Liens (Schedule I) ............. .. 10. 11 Total Deductions (total Lines 9 & 10) ................................ .. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 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. 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 15. 16. Amount of Line 14 taxable 17 6 4 5 7 5 3 . at lineal rate x .04 5 ~ i6. 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. 20 FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 11,204.97 11,204.97 176,457.53 176,457.53 7,940.59 7, 940.59 Side 2 1,517560427,6® 15560427,62 REV-t 500 EX Page 3 Decedent's Complete Address: File Number 2 0 0 9- 0 0 0 3 0 DECEDENT'S NAME Emilie M Danecke STREETADDRESS 3818 Hearthstone Road CITY Camp Hi11 STATE PA ZIA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C Discount 3. InterestiPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) Total Interest/Penalty (D + E} (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box 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. (5B) 7, 940.59 0.00 o.oc 7, 940.59 7, 940.59 Make Check Payable to: 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 ifs income : . . ................ .. c. retain a reversionary interest; or ....................................................... .. ~ x~ d. receive the promise for life of either payments, benefits or care? ........... . . ................. .. ~ x^ 2. If death occurred after December 12,1982, did decedent transfer properly 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? . , . .. 4. Did decedent own an Individual Retirement Account, annuity, or other non-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 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(x)(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(x)(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(x)(1.3)]. A sibling 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-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT - .. ESTATE OF Emilie M. Danecke SCHEDULE B STOCKS & BONDS ~~ ~ _~ _ -.: - _-- FILE NiJMBER 2009-00030 TOTAL (Also enter on line 2, Recapitulation) '' $ 7 9 , 10 7 . 8 9 (If more space is needed, insert additional sheets of the same size) All property jointly-owned with right of survivorship must be disclosed on Schedule F. REV-1508 EX+ (6-98) /~A~+ SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT 1_- ~.-___ ~ .. __ ____... ESTATE OF FILE NUMBER Emilie M. Danecke 2009-00030 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. (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ' RESIDENT DECEDENT ---- ESTATE OF Erc.~'1~ M. Canecke SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS _.__~ FILE NUMBER 2009-00030 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A ,' FUNERAL EXPENSES: 1. ~ Malpezzi Funeral Home, 8 Market Plaza Way, Mechanicsburg, PA, 17055 Professional services 9, 275. G0 2 Malpezzi Funeral Home, 8 Market Plaza Way, Mechanicsburg, PA, 17055 merchandise 4,E95.00 3 Malpezzi Funeral Home, 8 Market Plaza way, Mechanicsburg, PA, 17055 opening grave, cerfified death certificates, newspaper notices, clergY~ organist, flowers 1,989.9% B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid. 2. 3. Attorney Fees Family Exemption' (It decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4 5. 6. r'. City State ZIP Relationship of Claimant to Decedent Probate Fees Accountants Fees Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 750.00 11,204.9? REV-1513 EX+ (i1-08) ji1 Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE 1NHER[1ANCE TAX RETURN ''~, BENEFICIARIES RESIDENT DECEDENT ESTATE OF F',milie M- Danecke FILE NUMBER 2009-00030 - -- - 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 spousai distributions and transfers under Sec. 911b (a) (1.2).~ 1. Barbara J. Lis daughter 50.Go 3818 Hearthstone Road Camp Hill, PA 17011 2 Linda S. Quadagno daughter 50.0° 105 N. 38th Street Harrisburg, PA 17109 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN i. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If mare space is needed, insert additional sheets of the same size. LF23;-04 R23~-04 LAST Vt'~LL ANA 1'E'STAMENT SE IT KNOWN that I, ~' ~'7 r ~ / ~ f~7. -/ ~ ?V E= ~ ~ ~ ~= , a resident of ('/// /'\~ / 1}~ L 1)r~ /ljC ~;,{{~.~~~ ~ ~~/~ C~ ,County of ~' ~,~ ,~~ ~3 ~ n_ L~ N ~ , in the State of %~ L 1Y N S •~ L. v ~ ly 1 /I t l~ ~ ~ ~ being of sound mind, do make and declare this to be my Last Will and Testament expressly revoking all my prior Wills and Codicils at any time made. PERSONAL REPRESENTATIVE: I appoint ~r3 ~~ ri=g P !~ ~ . ~.. ,~ 5 of-.~ ~ i ~' Ir~l; A(~ T it 5 rV it Iir~, ~~,a iy, ~, ~ f ~' L(. ~ /~ , / 7 D // , as Persona] Representative of this my Last Will and Tesui~ncnt and provide that if this Personal Representative is unable or unwilling to serve then I appointM L i ~N f3/~ S CZ ~ n b ~'~ U hl v of ! U °~` /~l • ,3 ~ = S T~' ~~ ~~ j~ !t ~ ft 1 5 B is I~ G J~/~• ~~ / ~` ~j' as alternate Personal Representative. My Personal Representative shal(be authorized to carry ou[ all provisions of this Will and pay my just debts, obligations and funeral expenses. I further provide my Personal Representative shall no[ be required to post surety bond in this or any other jurisdiction, and direct that no expert appraisal be made of my estate unless required by law. II. GUARDIAN: In the event I shall die as the sole parent of minor children, then I appoint as Guardian of said minor children. If this named Guardian is unable or unwilling to serve, then 1 appoint as alternate Guardian. c.~ ~ ,.~ ~~ III. BEQUESTS: ' ;° ? ~.~ -' C7 ~-- -` I direct that after payment of all my just debts, my property be bequeathed in the manner f~~{~r~yving~ , ~~.~1 C %/ fir;.,.. ~'~~~r--Z--e•~-~J c Lvl. GL ~~'~-~°-.:r+-~-~.-~1-~"/"-" c'i.. ~ . r~ ~=:7 ` ]`~~'n` _ _ _I. ~-' -y-- } J /~ ~_ j, {_- C i•-L.t..~ :.~ ;~~ ..~c-bd.'s,-~C : '~.~.J -~-~.c' c~~L..1._,~ i. ti<-..,r' ~ (~C%-32.x',4.: '-L~-c:~ ~ 'j _~ ,J t\ ~ ..~~.'~C.-._-,_- ~ C.{~ ''.fit'^~,t..itt-t~--~~.i 1,. _._.C:.,, cC-...c~.~ Ll~t~`-Z~ .^~--'F (.--t1,J~-~~ t:iL~~.=~'~/' ~2,.,~C1~:~ ~~.__t ~-+~C C~~-• ~:-~l.rf ~~L,~.t.C~,'~.f~~i.~ r ~ Page ___ of pages ,l/t'/ / . 7 L`fifi %~ ~..~/~ ~ , Testator's Initials Execute and attest before a notary. Caution: Louisiana residents should consult an attorney before pre?wring a will. 1992-2001 Made E-Z Products, Inc. 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Neither Yahoo! nor any of independent providers Is liable for any informational errors, incompleteness, o~ tleiays, or for any actions taken in rella nce on Information contained herein. By accessing the Yahoo! site, you agree not to redistribute the information found tnerein. http://f nance.yahoo.com/q/hp?s=ACEIX&a=00&b=5&c=2009&d=00&e=~&f=?009Rg=d 9/]8/2009 ' ~ Circle Gold ~~~~~~ Account Statement 1-800-773-7373 © oP 3 Call Citizens' PnoneBank anytime for account information, current rates and answer to your questions. Beginning December 04, 2008 through January 06, 2009 U5002 BR291 EMILIE M DANECKE '~ Contents 3818 HEARTHSTONE RD Summary Page 1 CAMP HILL P A 1 7 0 1 1 Checking Page 2 Circle Gold Summary Account Account Number DEPOSIT BALANCE Checking Circle Gold Checking w/Interest 622291-853-4 Circle Gold Money Market 622291-854-2 Select Mon ey Market 622292-862-3 Savings Circle Gold Savings 6253-943635 Monthly combined balance to waive monthly fee is Your monthly combined balance this statement period is Balance Balance EMILIE M DANECKE Last Statement This Statement BARBARA J LIS Circle Gold Checking w/Interest 622291-853-4 50.11 50.14 .00 111,660.38 106,941.4% .00 .00 Total Deposit Balance 106,991.61 20,000.00 n Total Relationship Balance 107,739.90 106,991.61 ~.~ 1