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HomeMy WebLinkAbout12-30-0925058051058 REV-~ 300 ~ (~) ,~ ~, PA D~pa~wd d Rerslws ~aeoe~N` 1NI1~1'TANCE TAX RETURN ~ txd. wr ~ I~br FIsnl~bu~PiliTt~OlM RESIDENT DECEDENT ~ ~ 09 (Q~~ ~ OECBDEMT l1MAOIiIIAiION YELOW SootM ~b Nuei6er oaf or Dss~h oar of BNh 201-1$-5839 ~ 02/15/2008 06H811824 '+ Lit NsMns Sulflc Deoedsntti FNst Name MI Swarlx Ms. Alice M (~ APPS) Bniir ~ ti1b~YOn iUiloar . 9poues S Last Nerve Suttia Spouse's Flat Name MI Spoua's Social Sagely Number THIS RETURN MUST BE FlLED NI DUPLICATE WITH THE REGISTER OF WILLS Flu w ~ROno<u->r~ ow-ts scow t~ 1. OdOYMI Raern O 2 8upplarnanla A/sh~m O 3. RMIIlah10e/ Raihall(dMe or OeaU~ prier to 12-1 ~-lY2) •--, t. Limed Eagle O 4L Fulurr' kliNea Oonprondee (sMds or O 5. Federal EaW Tex Ralum Raquksd daelb allsr 12-1-82] T 8. Deaaderd Died TMINe O T. DeeadarR Alsirdairlad s Lidnp Tort 0 8. Total Number of Sere Deposit Boone (Aiiah Copy d wit) (A~ Capy of Tom) ~.:., 0 0. Litlpation Prooseds Recelwd O is Spoual Powry Qedlt (dste ar death C.: 1 i. ElecMon to tax undr Sea 9113(N between 12,91~ii end ~a-95) (Atoech ecn. O) col~sPOlw~i~r -TIN >fEECCTION MUiT eE ooNI~Ll1e~. ALL coRlleeroleeRCe AND CoI1H0®NTIAL TAX INFCRIY-TIOIt allotR.~ ~ ~NIECriD T0: ~ Deylkue TNeplwne Number dames F. Logue, Esp. ~717~ s52ao2a ti'm Name (H/ipplicabk) Rt36tsTER of ti1MLl.t USE owLY Senn Law Firm ~ ._. Flret l4ie or addrsei r j :`7 ` ~ 103 East Market stneet , ~ n r =7=~f 8ecatd ins d addRra `? r.~ C8y or Pod OR~ca Stet 21P Code .._ . _ . _. oi-TE FLED ~--~ L ~ YoAc PA 17401 ~ ~i. CorteeponderM'e email address: Jlogue~bennlawlkm.com lladar omMes d peduy, i dedoe art I irve aasadnd thts warm, exams aeeeialrnyM~ aahsdulss and srttsnrrde, and to or bast d my tmoeledOe end belieL R Y air, aaneel and aowpra DadrMon d papawr serer frn er pwoasl npgeueetlre 4 band an a1 Ydoeardora d wI~ preprar has ant'! lmowl~dpe. 81QN/}TyRE 01= t~R80N iiEBPONeIBLE PQR FILING RETURN 1S Cedar Rd., Mechpr>icepurg, PA 1755 SIGaiIITtiRE CFt TNAN REr-RESENTATNE ~-- ~ %~ 0 9 E. Market St., ork, PA 17401 use nee aaarNw< t~oaai iDNLr 81ds 1 1505605.1058 15056051058 c~ t"Y O {- l_. :; } ' ~ tea. _,_ ;``- ~~ t,~ C"> `~a REV 1500 EX lenPs Name: Alice RECAPITULATION 15056052059 M Swartz 1. Real estate (Schedule A) ............................................. E.....'-- __ _. L ' 0.00 ~ s_...e ~_._~_.,_.~,__e_...__..~ ~... ~__.___._._____~__... 2. Stocks and Bonds (Schedule B) ....................................... 2. 0.00 ': 3. Closet' Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. '~, 0.00 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 7,200.30 6. Jointy Owned Property (Schedule F) tJ Separate Billing Requested ....... 6. ~ 741.42 7. Inter-Vhms Transfers 8 Miscellaneous Non-Probate Property {--------_~__.___.____. _ ._._____.___.~ ___.___.; 0 00 (Schedule G) O Separate Billing Requested........ 7. . A_ Total Gross Assets (total Lines 1-71 .................................... 8. ( 7,941.72 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilitles, & Liens (Schedule I) ................ 10. 11. Total Deductions {total Lines 9 A 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. 4,536.38 0.00 4,536.38 ': Decedent's Social Security Number 201-16-5939 3,405.34 0.00 :' 14. Net Value Subject to Taz (Line 12 minus Line 13) ........................ 14. I 3,405.34 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 °°°m°°°°"~"°""""~ °'~..___._,_..,__._..._._.,,_ _.._.__ __ . at lineal rate X .0 45 3,405.34 16 ; 17. Amount of Line 14 taxable ~~ `~~~~F~~~~___._~_ __....__. _ ._~ ;..tltl-~....~.. -...~.,.. at sibling rate X .12 17. ~~----- ~~ ~ 18. Amount of Line 14 taxable i at collateral rate X .15 18. c 19. TAX DUE ........:................................................19. 20. FILL IN 7HE OVAL {F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT _ _. 153.24 153.24 _ _ Q 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: FII 09 DECEDENTS NAME DECEDENTS SOCIAL SECURrrY NUMBER Alice M Swartz 201-16-5939 STREET ADDRESS The Church of God Home 801 N. Hanover St. CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 153.24 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 7.49 C. Discount Total Credits (A + g + C) (2) 7.49 3. InteresUPenalty if applicable 0.86 D. Interest E. Penalty Total InteresUPenalty (D + E } (3) 0.86 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Une 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) 146.61 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 146.61 Make Check Payable to: REGISTER OF WILLS, AGENT w I ~~ -.. 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 incorne of the property transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 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 "in trust 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 benefiaary designation? .............................................................. ^ ^K .......................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . r. ._ 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 (O) percent p2 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 benefiaary. 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 ~ (7571 SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8i MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF r~~c nvmocn Alice M. Swartz 21-09-0628 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Scbedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~~ clothing $1 .00 2. ~ Cremation Reserve Account 3. ~ Account with The Church of God Home $1,395.00 $5,804.30 TOTAL (Also enter on line 5, Recapitulation) I s ~ , 2 0 0. 3 0 (If more space is needed, insert additional sheets of the same size) aEVaw9oc.l~-sn SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alice M. Swartz 21-09-0628 ff an asset was made joint within one year of the decadenYs date of death, it must be reported on Schedu~ G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Kathleen M. McKenney 13 Cedar Rd., Mechanicsburg, PA 17055 daughter B. C. JOINTLY-0WNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or simNar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET 96 OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 8/07 Sovereign Bank Checking Acct. ~ $1,482.84 .5 $741.42 1681793822 TOTAL. (Also. enter on line 6, Recapitulation) I : 7 41.4 2 (If more space is needed, insert additional sheets of the same size) REV-ts11 Ex+(12-99) SCNEpuLE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Se INHERITANCE TAX RETURN ADMINISTRATIVE CASTS RE5IDENT DECEDENT ESTATE OF FlLE NUMBER Alice M. Swartz 21-09-0628 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ ~ Open Grave 575.00 2. Hospitality Expense 200.00 3. Cremation Resenre Atxount 1,395.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Severity Number(suEIN Number of Personal Representative(s) _ Street Address City '. Slate Zfp Years) Commission Paid: 2. Attorney Fees 1,913.36 3. Family Exemptieon: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City State Zip Relationship of CHaimant to Decedent 4. Probate Fees 148.00 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Advertising Fees ~ 305.02 TOTAL (Also enter on line 9, Recapitulation) I $ 4,536.38 (N more space is needed, insert additional sheets of the same size) REV-1513 EX+ (11-D8) Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE RFNFFit'IARIES ESTATE Of FILE NUMBER 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 t2nsfers under Sec. 9116 (a} (1.2}.J 1. Kathleen M. McKenney Daughter 5 0 $ o f re s i dine 13 Cedar Rd., Mechanicsburg, PA 17055 2. Mark A.Tums,Sr. Son 50$ of residue 2839 William Penn Highway, Mifflintown, PA 17059 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON TAXABLE DISTRIBUTIONS: A. SPOUSAL 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. I$ If more space is needed, insert additional sheets of the same size. WILL OF ALICE M. SWARTZ LAV1 OFFICES OF i'TEPHEN J. HOGG 40t E. LOUTHER STREET CARLISLE, PA 17013 I, ALICE M. SWARTZ, of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior wills and codicils. 1. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate.' ~ 3. I direct that my entire estate be distr,'ibuted as follows: ~ A. I direct that the my estate of whatever nature and wherever situate be divided equally between my daughter, Kathleen M. McKenney, and my son, Mark A. Turns. B. Should .either Kathleen M. McKenney or Mark A. Turns predecease me, I direct that that deceased child's share shall lapse and my entire estate go to my surviving child. 4. I appoint Kathleen M. McKenney as Executrix of this._my_.last Will. If she should predecease me or-o~ease to act in such capacity, I name Mark A. Turns to so serve. 5. The Executrix of this Wi11 shall have the power to distribute my estate in kind or in cash, or partly in either. 6. I direct that no Executrix acting under this mill shall be required to enter bond in any jurisdiction. LN W~TNESS WHER~OF, I have hereunto set my hand this !, ~~ day of ~ .~~7.~ 1992 .. ~' /~ ,~~~u,2i ~~, ALICE M. SWAR7['Z ,~~~ ~~~ -- The .p~ec~dihc~ instriunent cczx~isting of this. ~xid-..o~~ other page was an the day and date hereof signed, published and declared by AL2~E M. SWARTZ, as and far her ~.ast will in the presence of us, wha at her, request, in her presence and in the presence of each other h~.ve. subscribed our names as witnesses hereto. r. ~• . ~.'~{- ' ... .. ,. : ~ .. . , '.:5+.11 :y.^' :.a .S . yaw o~5ces o~ ~xEty J. Ott 401 E. LUUYM~R S`I~E~'t Cl-RUSLB. pA i 7013 ACKNOWI~DGI~2J~ • 'Y' ~ J ..~.. ~. ~ ~ °I ~,uw oFs OF Sr~.p~v,r. HU+Gfi 401 F. LOt17'HER STREET CARL!$LE, PA t 7pt 3 Camynanwealth a~' Penny~vania County of Cumberland ss Y, ..ALICE M. SWAR~Z, the testatrix, wh©se ..riat~te ,is signed. to the attached or foregoing inatx~u'-pent, having been drily qualified according to law, dv hereby acl~owledge that I signed a~td executed the instz'umerit as my last Willi that I signed it willingly a-x~d as my free and voluntary act for the purposes therein expressed. Commr~nwealth of Penns~+lvania ALICE M. SWA'Et~'Z ' ~C .~'• affixzaed and acknowled d before me by •~ the testatr~.x, 'this ,~iay of ., • • ~ f ,. ., ; . • • .... .. s~ ar Pub.1 jA ey ... :•, . ~'....: 3warn to or ALICF~ M. i~WARTZ, • ' • . , 1992 . ... .. .. county off' Cumberland 53 . 'We,~Ri/~C1/c' ~ ..~.~f~v'.1.!C-'end .S'7o~ e~ L ~~r.~S.~ • the witnease~s whose names are signed t the 'atte,~zhed or r ~are+~cit~+g instrument, being .duly qualified according to law, d`o depose and sa,y that we were preBent and saw the testatrix sign and execute the instrument as hex last Wills tha'~ the testatrix sic}ned wiii~.ng'1y and executed it as her free and voluntary a,~st for the purposes therein expressed; that ~ each subscsr~.bing witness ire the •'h~' ra •"~ng ~"'~`"'-"-~ 'and .sight..,o~ .th.e testatrix signed the mill ae., .a w,itnes.s:;.., _...~::,,~,;. a17d that , to the best of our knawls8ge the testatrix wa,s a~ that time'18 ur more years of age, of sound mind and, • tinder rio oansstraint or undue influence. . •~_ ' 'Sworn to or af~irmed and s atribed to before me by w~.tnese~es, this ,' 1 ~ day of '~l tY~~ __ 1992. ~`~ • `~ • ~ ~ .. , Nb a lia t ~ ..~