HomeMy WebLinkAbout03-12-101505607121
'-' REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 $'9"
Harrisbu PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW Q O c~- ~j~
Social Security Number Date of Death Date of Birth
1 8 0 2 6 6 0 2 7 1 2 1 7 2 0 0 9 0 8 2 5 1 9 3 7
Decedent's Last Name Suffix Decedent's First Name MI
H A R D E R E R N E S T L
(If 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
0 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 COMPLETED. ALL GORRESPONDENGE AND GONhIUtN I IAL I Ax INFUKMA I It1N SFiVULU lit UIKtV 1 tU I V:
Name Daytime Telephone Number
R O G E R B I R W I N E S Q U I R E 7 1 7 2 4 9 2 3 5 3
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
I R W I N & M- c K N I G H T P C•
First line of address
6 0 W E S T P O M F R E T S T R E E T
Second line of address
City or Post Office State ZIP Code
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Correspondent's e-mail address: ~ '
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Underpenalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledg d belief, '
it is true, correct and complete. Declaration of preparer other than the personal representative is based on alt information of which preparer has any knowledge.
SIGNATURFi~ ~ E~~ ESPON~BLE F~ ~ETUF~s ~ /ATE, ~
51 L~dST 'S~O~UTH STREET CARLISLE PA 17013
SIGNATURE OFD ~'(/ARER OTHEF3,THAN RE ESENTATIVE AT
~~~o~~~
60 WEST PQMF~ET STREET
CARLISLE
PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
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REV-150U EX Page 3 File Number
`Decedent's Comalete Address: 21 09 0
DECEDENT'S NAME
ERNEST L. HARDER
STREET ADDRESS
51 EAST SOUTH STREET
CITY
CARLISLE STATE
PA ZIP
17013
Tax Payments and Credits:
~ • Tax Due (Page 2 Line 19) (1) 647.28
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount 32.36
Total Credits (A + B + C) (2) 32.36
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) 614.92
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 614.92
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 : .............................................................. ........ ^
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 property 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? . ........ ^ 0
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 p2 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 isdefined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-150a EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ERNEST L. HARDER 21 09 0
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property iointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. SOVEREIGN BANK -CLUB ACCOUNT #2894304357 20.00
TOTAL (Also enter on line 5, Recapitulation) ~ $ 20
(If more space is needed, insert additional sheath of the same size)
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
ERNEST L. HARDER 21 09 0
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
A. JULIA HARDER
ADDRESS
51 EAST SOUTH STREET
CARLISLE, PA 17013
RELATIONSHIP TO DECEDENT
e
c
JOINTLY-OWNED PROPERTY:
SISTER
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 % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1. A. SOVEREIGN BANK -CHECKING #2891028295 828.38 50. 414.19
2. A. SOVEREIGN BANK -SAVINGS #2894023650 2,640.49 50. 1,320.25
3. A. SOVEREIGN BANK -CERTIFICATE OF DEPOSIT 39,087.81 50. 19,543.91
#2895540454
TOTAL (Also enter on line 6, Recapitulation) I $
21,278.35
(If more space is needed, insert additional sheets of the same size)
REV-151.1 EX + (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
ERNEST L. HARDER 21 09 0
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME, INC. 5,831.83
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees IRWIN & MCKNIGHT, P.C.
3, Family Exemption: (If decedents address is not the same as claimant's, attach explanation)
Claimant JULIA A. HARDER
Street Address 51 EAST SOUTH STREET
City CARLISLE State PA zip 17013
Relationship of Claimant to Decedent SISTER
4. Probate Fees
5 Accountants Fees
6. Tax Return Preparer's Fees PATRICIA A. ROSENDALE, CPA
7. I REGISTER OF WILLS -FILING FEE
8. SOVEREIGN BANK -DATE OF DEATH VALUATION
750.00
3,500.00
350.00
30.00
20.00
TOTAL (Also enter on line 9, Recapitulation) I $ 10,481.83
(If more space is needed, insert additional sheets of the same size)
.REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RCCIf1FAIT r1F(`Fr~FNT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF riot numrscrc
ERNEST L. HARDER 21 09 0
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 DESCRIPTI01~ OF DEATH
1. SOVEREIGN BANK -LINE OF CREDIT 5,336.87
2. (SOVEREIGN BANK -PAYMENT DELINQUENCY
TOTAL (Also enter on line 10, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
85.68
5.422.55
REV-1513 BC + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
ERNEST L. HARDER ~~ vy u
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. JULIA A. HARDER Sibling 5,393.97
51 EAST SOUTH STREET JOINT ACCOUNTS
CARLISLE, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
jI, NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Sovereign Bank
ESTATE OF Ernest Harder
SOCIAL SECURITY #: 180-26-6027
DATE OF DEATH: December 17, 2009
Account #: 2891028295 Type: Checking Open date: 7/20/1984
In the name of: Julia Harder or Ernest Harder
Date of Death Balance: $828.38
Int.(YTD) from 1/1/2009 to 10/21/2009 $0.20
Accrued interest to date of death: $0.01
Other Info:
Accoun~r #: 289402365E Type: Savings Open date: 8/25/2003
In the name of: Julia Harder or Ernest Harder
Date of Death Balance: $2,640.49
Int.(YTD) from 1 /1 /2009 to 9/21 /2009 $5.57
Accrued interest to date of death: $1.01
Other Info:
Account #: 2895540454 Type: CD Open date: 8/3/2006
In the name of: Ernest Harder or Julia Harder
Date of Death Balance: $39,087.81
Int.(YTD) from 1/1/2009 to 12/3/2009 $1,232.85
Accrued interest to date of death: $50.63
Other Info:
Account #: 2894304357 Type: Club Open date: 3/26/2009
In the name of: Ernest Harder
Date of Death Balance: $20.00
Int.(YTD) from 1/1/2009 to 11/13/2009 $0.08
Accr'.iea intea e3~ t0 date cf death: $0.00
Other Info:
Account #: 6819065981 Type: Line of Credit Open date: 3/28/2003
In the name of: Ernest Harder
Bal. as of death: $5,336.87
Other Info:
Page '1 of '1
a ~' ~~~'~_ Soverei n
g
January 27, 2010
MA1 MB3 02-10
Court Ordered Processing/Decedent
P.O. Box 841005
Boston, MA 02284
Attn: Roger B. Irwin
Irwin & McKnight, P.C.
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Ernest Harder
Date of Death: December 17, 2009
Dear Roger B. Irwin:
IVE ~~,_.
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BRWIN & McKNiGN~
1,AW OEFIC~~ , .
Per your request, enclosed please find account information as of the date of death for the
above-named decedent. For your information, accrued interest in not included in the date
of death balance.
Please feel free to contact me if I can be of any further assistance.
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Very ruly yours,
N col o`b ----
COP Specialist III
Decedent Department
(617) 533-1364
Ewing .Brothers l+'uneral Home, lnc.
630 South Hanover Street
Carlisle, PA 17013-
(717)243-2421
December 22, 2009
Julia A. Harder
51 East South Street
Carlisle, PA 17013
The Funeral Service for Ernest L. Harder
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAILING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Services of Funeral Director/Staff , $1840.00
Embalming, $875.00
Dressing, Casketing, Cosmo, $290.00
2. FACILITIES AND SERVICES
Viewing (Visitation/Wake) , $495.00
Funeral Ceremony, $495.00
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home, $275.00
Hearse (Casket Coach) $250.00
Lead car/Clergy $125.00
Service Vehicle for DC retrieval/Filing $125.00
FUNERAL HOME SERVICE CHARGES - $4770.00
SELECTED MERCHANDISE:
20G Morton Midnight Blue NG, $1025.00
Acknowledgement cards , $ 10.00
Register Book(s) , . $40.00
Memorial folders , $75.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THAT YOU HAVE SELECTED $5920.00
Cash Advances
Clergy/Mass Offering, $85.00
Certified Copies of the Death Certificate , $60.00
Flowers . $132.50
The Sentinel with Photo , $134.33
TOTAL CASH ADVANCES AND SPECIAL CHARGES . $411.83
Total
Total Cost , $6331.83 ~ j ~Z/~ ~~~
~-- StJO- ,G c~
=~overei~%
MA1 VlB3 02-10
Court Ordered Processing
P.O. Box 841005
Boston, MA U22Ka
Jr.~uucuy 12, 2010
Atm: Roger R. Irwin
Law Oi~tres
I~~riu 8~ McKnight, P.C.
West Pomfret Professional Suildins
60 W eat Poni~fret Street
Carlisle, PA 17013-3222
VIA, k'ALS~Lk: 717-249-b354
Re: Estate of Ernest I•Iarder
Date of DcatG.: Dc~:~~uUc~ 17, 2009
Dear Rogue ri. Irwin:
We hove received your request for daft: of d~Lh bt~laacc on tltc i~ccount5 of the about ntuncd
dcccdcnt. la order to complctc your rcqucst, we nccd additional i~tfo~'~t~atio~~.'Thc iwfuiiuatiVU is
rccluirexl in order w comply with recent changES in privacy laws regazding bank accounts, This
will encore that acrnunr. inf~rmarinn i~ rrnvictPCi nnlytn those anthori~PCi to recPivP.
Ple<~ee emend the doccunentation clucked off below to my attention at dte address listed above.
B $20.OO DaL.c UCDCitl1L Bcllitll~C FCG ~IilyaLlC Lu: SUVCrCIg[I Aarlk ~CI7'CL;LIVC f1~1~09)
~ Death Certificate (a copy is sut~icient for inFnrmatinn only)
,~ Shori C:erti5catelStirro~te l''erti5cate (Appvtnttnent of h~tectrtor) or authorization t'rom the
~ next of kin.
•~ x Authorization from joint holder--Julia Ilardcr and authorir~tion from the next oI'kin on the
~ individual a~:cvunts tv iclca5c iul'u~uiatiuii.
Other.
~~ lt• you would like to liquiclatc ~e accounts, please return certified copies of the Death Certiticate
~• and Cextiftcate of Appointment and u nowaized letter of inatruetion from Lhc; executor.
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~ COP SpecialiEt III
Dcccdcnt Dcpartmcnt
PJlonc (G17) 533-13G4
Fax (617) X33-1931
Sovereign
February 5, 2010
Ernest Harder
51 E South St.
Carlisle PA 17013-3427
Dear Ernest Harder:
RE: Account Number ending in: 5981
On February 5, 2010, Sovereign Bank exercised its right to offset and transferred $85.68 from your
CHECKING account #XXXXXX8295 to your loan XXXXXX5981 to cure a payment delinquency.
If you have any questions regarding this transaction, please call 1-800-207-8767, Monday to Thursday, 8
AM to 8 PM, Friday, 8 AM to 5 PM, or Saturday, 8 AM to 12 PM.
Sincerely,
Consumer Collections
P.O. Box 16255
Reading, PA 19612
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Member FD1C. Sovereign Bank and its logo are registered trademarks of Sovereign Bank or its affiliates or subsidiaries in the United States and other countries
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