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HomeMy WebLinkAbout03-19-10 (3)~--~ v ~'~ J ~ 15056051058 i~EV-1500 Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number 8uresu of Individual Taxes INHERITANCE TAX RETURN "" PO Box ztiosol 21 10 0065 Harrisburg, PA 171213-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death 192-14-6334 12/29/2009 Detxident's Last Name Suffix Gilbert Date of Birth 09/02/1923 ..,_ _._ _ Decedent's First Name __ _ _ Mae MI D (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name SufNx Spouse's First Name MI _.. Spouse's Social Security Number __.. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW l~a 1. Original Retum t~3 S 2. Supplemental Retum C~ 3. Remainder Retum (date of death . prior to 12-13-82) ~ 4. Limited Estate t~ 4a. Future Interest Compromise (date of C 5. Federel Estate Tax Retum Required death after 12-12-82) t~3 6. Decedent Died Testate r 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 C. 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 John M. Eakin (717) 766-3172 Finn Name (If Applicable) __ _ __ REGISTER OF tNILLS USE ONLY First line of address ', Market Square Building Second line of address City or Post Office Mechanicsburg State ZIP Code PA 17055 C7 +u ~ ~ "`~ ~7 _ ° 3C "'S" ,~~; ..-_ V3 ~ lD .:`i.:. C:7 n~~~ ~ ~ILED ~,,, aC `, ~ r- ". t_. ~. to ,.,~ ~~ rn Corespondent's e-mail address: Under penalties of perjury, I dedere that I have examined this return, inGuding accompanying schedules end statements, and to the heat of my knowledge and belief, it is true, correct and complete. DeGaretion of preperer other than the personal representative is based on all information of which preparer has any knowledge. SI E OF PERSON R~~SIBL OR FILING RETURN ~~T~ 11 505 Hogestown Road, Mechanicsburg, PA 17050 SIGNATURE OF P PA TF1ER THAN REPRESENTATIVE DAT ADDRESS ' ' Market Square Building, Mechanicsburg, PA 17055 Side 1 15056051058 15056051058 V~~ ~' REV-1500 EX Decedent's Name: Mae RECAPITULATION ~.___. ___. 15056052059 D Gilbert Decedent's Social Security Number !192-14-6334 1. Real estate (Schedule A) ............................................. 1. ', 2. Stocks and Bonds (Schedule B) ....................................... 2. ', 3. Closely Held Corporetion, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. ', 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... .... 5. I 187,021.34 6. Jointly Owned Property (Schedule F) C Separate Billing Requested ... .... 6. ', ~~ ~ . ~ ~ ~ ~~ W ~ _ ~ ~ M 7. Inter-Vvos Transfers & Miscellaneous Non-Probate Property ~~~~ ~ ~~ (Schedule G) v' Separate Billing Requested.... .... 7. ', 8. Total Grose Assets (total Lines 1-7) ................................ .... 8. ', 187,021.34 9. Funeral Expenses & Administrative Costs (Schedule H). ~ .............. .... 9. ~', 5,443.83 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ .... 10. ', 961.85 11. Total Deductions (total Lines 9 & 10) ............................... .... 11. ' 6,405.68 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 ....w.._.. ... --_-.......~ . at lineal rate x .0 45 180,615.66 ' 16. 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 OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 180,615.66 180,615.88 8,127.70 8,127.70 ', _ ..._ ___ `~ 15056052059 REV-1500 EX Page 3 r1e~r_r~rlQnt'c Cemelete Address: R ~ _ Flit Nu~psr 21 ; 10 ;';0065 { . _._ __~___._ ~ .~ _._ W ~ ~ w __... _.___ DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Mae D Gilbert 192-14334 STREET ADDRESS 505 Hogestown Road CITY Mechanicsburg STATE PA ZIP 17050 Tax Payments and Credits: 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property Uansferred :............................................................................. ............. ^ 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 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. w x 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 far 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 disdosure 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)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries 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)j. 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-1507 EX+ (8-98) scN~rou~ v COMMONWEALTH OF PENNSYLVANIA MORTGAGES 8c NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Mae D. Gilbert 21-10-0065 All propsAY jointyrowned with right of suMvaship must bs dhiclossd on Sehsduls F. (If more space is needed, insert addidanel sheets of the same sae) .~ i ~~ Citizens Bank 1-800-773-7373 Call Citizens' special, dedicated hold Customer service line any time for account information, Current rates, and answers [o your questions. Account Statement © or 4 Beginning December 18, 2009 through January 21, 2010 Checking SUMMARY NIAEDGILBERT Circle Gold Chedtirtg w/Interest Balattce Calculation Balance 610070-077-1 Previous Balance 88, 565.51 Average Daily Balance 86,175.69 Checks 465.00.- Interest Withdrawals 89,411.51 - Deposits & Additions 1, 311.00 + Current Interest Rate .05% Interest Paid 00 + Annual Percentage Yield Earned . OOX 00 , Number of Days Interest Earned 35 Current Balance • Interest Earned • ~ Interest Paid this Year . 00 Previous 9alarw:e i RANSACTION DETAILS 86,565.51 ChedcS • fiere is a break in check sequexe Cheek# Annrnt Date Cheek# Amont Date 680 265.00 12/18 682* 200.00 01/12 ^ Total Cheeks 465.00 _ Withdrawals Other Withdrawals pate - Amon[ Daxription SSA 01/12 1,311.00 R~ 12 290 / 9 01/21 68,100.51 Closing Withdrawal 01/21 20,000.00 Withdrawal ^ iota) Withdrawals as,a11.51 Deposits & Additions Date Amount Deaeription 12/31 1, 311.00 US Treasury 303 Soc Sec 123109 n rural Mpoats a Add'niarn 1,311.00 n Current9alenee .00 Daily Balance Date Balance Data ealanee Data Balarwe 12/18 88,300.51 01/12 88,100.51 01/21 .00 12/31 89,611.51 ~ „^`u >i. ~ tai ~H~us g:arntr -~~ Citizens Bank 1-500-773-7373 Call Citizens' specie), dedicated Gold Customer service line any time for account information, current rates, end answers to your queuiore. Account Statement ® OF 4 Beginning December 18, 2009 through January 21, 2010 Savings SUMMARY Balance Calwlation Ba/arNx Previous Balance 91,733.86 Average Daily Balance 91,738.44 Withdrawals 91,741.65 - IMe-est Deposits & Additions .00 + Interest Paid 7,79 + CunentlnterestRate .00% Current Balance , 00 = Annual Percentage Yield Eamed . 10X Num6erafDayslnterestEamed 34 Interest Earned 8.55 Interest Paid this Year . 00 i RANSACTION DETRILS Withdrawals Other Withdrawals Date Amount Description 01/21 91,741.65 Withdrawal Interest Data Amount Dasalption 12/31 7.79 Interest Daily Balance Data Balance Date Balarax Date 12/31 91,741.65 01/21 .00 ~ NEWS FROM CITIZENS --We are making an improvement to your account statement. Beginning in January, if you have paid Overdraft/gnsufficient Available Funds Fees, your statement will include a table that shows the total amount of these fees, net of any rebates, that you have paid both for the statement period and for the calendar year to date. This table will then continue to appear on future statements for the remainder of the calendar year. If you have not incurred these fees during the calendar year, the table will not appear. --A message for all Citizens Bank MasterCard Debit Card customers, you should have received your new Visa Debit Card which replaced your MasterCard Debit Card. If you have not received your new Visa Debit Card, please call us at 1-888-850-4070. To activate your new Visa Debit Card cal I 1-800-527-1800.Or simply use your card at any ATM or merchant and make aPIN-based purchase. IMPORTANT: Your card number anl7ezpiration date have changed. If you use your current debit card for recurring payrllents, we' I I make every reasonable effort to ensure your payments are not impacted. To enwre there is no interruption in service, we recommend that you contact your bil lers to update your information. --Introducing the Big Savings Sale. See al I of the savings offers waiting for you at citizensbank.com/bigoffers. But hurry, these offers won't last long! --Looking for high yields and easy access to your cash savings? Look no further) Citizens Bank offers savings and money market accounts with great rates and the peace of mind of FDIC insurance. Whether you are just starting out or looking to preserve your liquid cash deposits, we have an account to suit your needs. We also have new products that reward you for saving for college or a new home! For more information, to open an account, or add to your existing balance, visit your local branch today or cal I 1-800-773-7373. Member FDIC. See a banker for FDIC coverage amounts and transaction limitations. Ba1MlE! MAE D GILBERT $tatement $BVIrlgS 6140-289467 Previous Balance 91,733.86 ^ Total Witlldrswals 91,741.65 iohllnterest Paid 7.79 n Arrant Bs4rrs .00 4?.~~:ett PO~C ~ t:`v,~i Nvuz~^g ib....; ~~ Citizens Bank 1-800-773-7373 Call Citizens' special, dedirete0 Gold Customer service line any time for account information, current rates, and aruwerstoyourquestiorn. U5059 BR292 3 1 MAE D GILBERT 505 HOGESTOWN RD MECHANICSBURG PA 17050-2611 Circle Gold Account Statement O or 4 Beginning December 18, 2009 through January 21, 2010 Contents Summary Page 1 Checking Page 2 Savings Page 3 Circle Gold Summary Auant AaantNumhar Balanm Balarw MAEDGILBERT Last Statement 1his5tatsment CirtleGddCheekingw/Interest DEPOSIT BALANCE 61007D-077-1 Checking Circle Gold Checking w/Interest 610070-077-1 88, 565.51 .00 Savings Statement Savings 6140-289467 91,733.86 .00 CDs 6 month CD 6140-884020 5, 363.18 5, 369.72 -' • total Deposit 8alaree 5,369.72 Monthly combined balance to waive monthly fee is 20,000.00 ^ tool Wlatiarship Balarw Your monthly combined balance this statement period is 165, 812.30 5.369.72 T ;f,-sy-;;r ;:C', c. 1~ raual!M.,m~rg :cm.,.. REV-1511 EX+ (10-09) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Mae D. Gilbert 21-10-0065 Decedent's debts moat be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Malpezzi Funeral Home 225.17 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address _ City -------------------- State Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~• The Sentinel, estate notice a. The Cumberland Law Journal, estate notice 9. Citizens Bank -Service charge ZIP TOTAL (Also enter on Line 9, Recapitulation) ( ~ If more space is needed, use additional sheets of paper of the same size. 4,600.00 315.50 198.16 75.00 30.00 5,443.83 REV-1512 EX+ (12-OS) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8t LIENS ESTATE OF FILE NUMBER Mae D. Gilbert 21-10-0065 Report debts incurred by the decedent prior to death that romained unpaid at the date of death, including unroimbuned medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-08) ~ pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mae D. G ilbert ~I-1V'V°°° 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 []nclude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Robert Shatter 505 Hogestown Road, Mechanicsburg, PA 17050 Son entire estate 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 1. 8. 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. LAST t~TILL ATTD TEST~T~~TdT OF _'~A~, D. CTILBL'Fi.T I, I~IAE D. GILBERT, of th.e Borough oi' Mechanicsburg, County of Cumberland and State of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last tidi11 and Testament. ~ direct the payment of all my 3ust debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my son, ROBOT W. SI'AFIi'ER, absolutely and unconditionally. ~,,.---a...r,,,- .~ ~,. ..;: ROBERT W. SHAFFER, Executor of this my Last Will and Testament and direct that he be excused from posting bond or other security for the f aithful performance of his duties. ITd t~TTdESS t~~Fi3ERE0F, I have hereunto set my hand and seal this /`G .day of December, A. D., 1992. /~ ~ ~) ' ( SEAL ) ~L.i.F.y..--a.- ~ ~ X..Y. ew~ _.._~ T~iae D. Gilbert -1~ i Signed, sealed, published and declared.'.:~y the above named, I•i9E D. GILBERT, as and for her Zast ?~l'i11 and T.estar~le.nt, in the presence of us, who have subscribed our x~ar.~es hereto as witnesses, at the request of said testatrix,, in 'ner !?resence and in the presence of each other. ..2.. ,. ~ s ~. ~F: `"~ r ~ . ~ ~M 3 l .. , ~ ~. ~. ..5 COUN'1tY OF"` CUMBERLAND _ ) F~SAE D. GILBERT ,the testat rix I, whose Hams ualifieddaccordingttoclaw,odofherebynacknowledgetthatVing been duly q Last Will and Testament; signed and executed the instrument as my free and volun- that I signed it willingly; and that I signed it as my tasy act and deed, for the purposes therein contained. Sworn and affirmed to and acknowledged before me by. P'ZAE D. GILBERT the testatr3.r this ~_ day of ecem er A. D. , 1992• ___ _...~ . ._. } _` ~1'_ \ • ~ Nb~AF?!AL SEAL ~~A~11. Yf~ COMMONWEALTH OF PENNSYLVANIA ) SS, {~4eclran~c>e,.r~ C . o, ('li;hberland Cc ~ qty s Nly Cc + rt~~.;s;c ~ E xpire~ Nov. 6, 19`i:'> COUNTY OF CUMBERLAND We, the under$igg'ned, J'• ROBERT STAUFFER -and RUTH ANN FULWIDER , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we"were pr8aent,asigna8ndhexe- testat rix , MA.E D. GILBERT cute the instrument as her Last W111~and Testament; that the rnAE D. GILBERT" executed it as esid testatr.~.' _~ act for the purposes therein expressed; /her free and volunt~r.y signed that each of us, in the hearing and sight of shy„=es~^t~l~ se the ~. _m.-_ of sound mind, Sworn and subscribaa tofbefore me this 1992 December "~ a. ___--- IVOT~I~IAi SEAL ~) ~hanir,Sbui ~ ~v"U ~' ~'rf ~8i1G ~ S