The URL can be used to link to this page

Home My WebLink About12-21-09 15056051058 REV-15 ~ 0 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Coun Code Year File Number Bun~au of Individual Taxes INHERITANCE TAX RETURN ~ Po sox 28oso1 Harrisburg, PA 17128-0601 09 00648 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death Date of Birth 181-18-8768 06/03/2009 07/06/1919 Decedent's Last Name Suffix Decedent's First Name MI GRIMM MRS FAYE W (H 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 °:~ > 1. Original Return 4. Limited Estate ! 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 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 COMPLETEfl. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number THOMAS A. GRIMM (717) 241-2637 Firm Name (If Applicable) REGISTE~F WILLS US~NLY 0 W I ._..) ... First line of address ~- ~ .C,~ :.~~ 20 RIDGE DRIVE ~ ~~- i-ri n~ -- ~ ~ _ _ . ., ~ y r ,, Second line of address !~":~ ~ ~ - i ._ . ~ ~ .., ., I City or Post Office I V State ZIP Code ;,~~,p70-TP FILED .. ~ _: ;--r-; ~ ~ ~' CARLISLE .C-. PA 17015-9721 w ; a ~: ~ ~`~ Correspondent's a-mail address: tgrimm@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, complete. Dedara ' reparer other than the personal representative is based on all information of which preparer has any knowledge. RE OF PERSON RE N LE' OR FILINEs,RETURN D TE q ~~-~c ~" v?d ~ L 20 Ridge Drive, Carlisle, PA 17015-9721 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 REV 1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS --- TATS OF FAME W. GRIMM FILE NUMBER 2009-00648 All property iointly-owned with right of survivnrchin m..~ ~ a:__~~._~ __ ~_~_,__._ .. ,.....- - .,r,•••.. ~.. ~~...,..uu, mavn auunivual 5-IC6[S W Ifl@ SBRI@ SIZ@~ REV 1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDI~ILE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER FAYE W. GRIMM 2009-00648 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship muc4 !,o rli~ntneed ,... e..ti...~..~_ ~......,... ••r,,•••• ~~ ~ ~~`vw, ...x. ~ au~~uw jai sn~s or IIle same size) EV 1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Faye W. Grimm 2009-00648 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' FELLER MEMORIAL FUNERAL HOME, Tyrone, PA 16686 6,360.00 2 MAYES MEMORIALS, INC, Lemont, PA 16851 2,100.00 3 BULL PEN RESTRUANT, Tyrone, PA -Meals & Refreshments 470.12 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) ThOmaS R. Grimm 7,000.00 city Carlisle .state PA zip 17015 Year(s) Commission Paid: 2009 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 335.00 5. Accountant's Fees 3,600.00 6. Tax Return Preparer's Fees 3,450.00 ~. TOTAL (Also enter on line 9, Recapitulation) I ~ 23,315.12 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8c LIENS ESTATE OF FILE NUMBER FAYE W. GRIMM __ 2p09-00648 Report debts incurred by the decedent prior to death that remained unpaid at the date of death. including unreimbursed medical eYnnneaa it more space is neeaed, insert additional sheets of the same size. REV-1513 EX+ (11-08) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF FILE NUMBER Faye W. Grimm 2009-o0~4A RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 911fi (a) (1.2).] 1. JAMES P. GRIMM SON 39350.41 2 THOMAS A. GRIMM SON 39330.41 3 HELEN M. GRIMM DAUGHTER 39330.41 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. 5POUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 1t more space is needed, insert additional sheets of the same size. REV 1500 EX Plage 3 ^ IA AA~ANT~~ f~...,~..~lniFe A~lrlrocc• File Number 09 00648 -~------•-- - -----r---- - --- - - - - DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER FAYE W GRIMM 181-18-8768 STREET ADDRESS 16 FOXANNA DRIVE CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 5,312.30 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (b + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. F111 in oaal 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) 5,312.30 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 5,312.30 Make Check Payable ~o: 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 transierrec} :....................................................................................... i .. ^ ncome : .......................................... b. retain the right to designate who shall use the property transferred or its .. c. retain a reversionary interest; or ........................................................................................................................ .. ^ ^ d. receive the promise for life of either payments, benefits or care? .................................................................... .. If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ............................................................................................................ " .. ^ ^ or payable upon death bank account or security at his or her death? ............ 3. Did decedent own an "in trust for .. 4. Did decedent own an Individual RetirementAcoount, 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(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.