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Home My WebLink About04-14-1015056071120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 _, Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 0 602 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 168 72 6926 06 06 2009 Decedent's Last Name TRUMP (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number Date of Birth 04 12 1990 Sufhx Decedent's First Name MI EMILY K Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) g Decedent Died Testate ~ ~ Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113 A between 12-3191 and T-1-95) (Attach Sch. O) ( ~ CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDWARD P. SEEBER 717 533 3280 Firm Name (If Applicable) JAMES, SMITH, DIETTERICK & First line of address SUITE C-400, 555 GETTYSBURG PIKE Second line of address City or Post Office MECHANICSBURG Correspondent's a-mail address: epS((~JSaC.COn1 State ZIP Code PA 17055 REGISTER OF WILLS USE ONLY Q d .•~ ' ~~~ ~ ~i ' 1 '~. f""- t ` ° -~ ~,~ .~' ~ DA'1~,E f~ ~ - --I ~ ` ~'~::: ~-~ ~ ""~ "~} ',:';r' ~:.`a t": _t rTt1 ~..., ~~ ~- Under penalties of rjury, I declare that I have examine ~ re rn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct a te. Declaration er tha the personal representative Is based on all information of which preparer has any knowledge. SIGNATU R N RESPON O FILING RETURN t;.~`""' DA E Thomas E. Trum ADDRE S 1780 S uth Meadow Drive Mechanicsbur PA 17055 SIGNATU OF EPAR ER THAN REPRESENTATIVE DATE Edward P. Seeber 3 ~ ~ ~ ~ `Suite C-400, 555 Gettysburg Pike, Mechanicsburg, PA 17055 Side 1 15056071120 15056071120 PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Trump, Emily Kathryn 21-09-0602 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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. t ~---- •• Signature #2 Name Address1 Address2 City, State, Zip Date Catherine D. Trum 1780 South Meadow Drive Mechanicsburg, PA 17055 U J 15056072120 REV-1500 EX Decedent's Social Security Number Decedent's Name: Emily Kathryn Trump 168 72 692 6 RECAPITULATION 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 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 4 7 5 , 0 0 0 . 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers 8~ Miscellaneous Ian-Probate Property (Schedule G) u Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 4 7 5, 0 0 0. 0 0 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 5$ , 552.48 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 4 , 7 5 6.51 11. Total Deductions (total Lines 9 8 10) ................................................................... 11. 6 0, 3 0 8. 9 9 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 414 , 691 . O1 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. 414 , 691. Ol 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 .00 41.4 , 6 91.01 1 s. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0, 0 0 16. 0, 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17' 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18' 0. 0 0 19. Tax Due .................................................................................................................. 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ L Side 2 15056U72120 15U56072120 J REV-1500 EX Page 3 , Decedent's Complete Address: Fiie Number 21-09-0602 DECEDENT'S NAME Emily Kathryn Trump STREET ADDRESS 1780 South Meadow Drive CITY Mechanicsbur STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty 0.00 Total Credits (A + B + C) (1) 0.00 (2) 0.00 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line' 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 0.00 (5A) (56) 0.00 Make Check Pa able 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 :..........:....................... ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^ receiving adequate consideration? ..........................................:......................................................................... x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ Rsv-1608 EX+ (8-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERS NAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Trump, Emily Kathryn ~ Include 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 dlsolosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Settlement proceeds received on 3/22/10 -third party liability claim approved per 25.000.00 Order dated February 22, 2010 docketed to Court of Common Pleas, Cumberland County No. 10-1220 Civil Term - 50% of proceeds allocated to survival action 2 Settlement proceeds received on 3/22/10 -underinsured motorist claim approved per Order dated February 22, 2010 docketed to Court of Common Pleas, Cumberland County No. 10-1220 Civil Term - 50% of proceeds allocated to survival action FILE NUMBER 21-09-0602 450.000.00 TOTAL (Also enter on Line 5. Recapitulation) I 475.000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1161 EX+ 110-06) COMMNHEgTANCE~ AX RET~IRLN ANIA RESIDENT DECEDEN I SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Trum ,Emil Kath n 21-09-0602 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(sl Commission oaid 2. I Attorney's Fees 3. I Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Ziq Relationship of Claimant to Decedent 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7,589.48 463.00 7. Other Administrative Costs 47,500.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 55,552.48 Copyright (c) 2009 form software only The Lackner Group, Inc. -Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Trump, Emily Kathryn 21-09-0602 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exoe 1 Malpezzi Funeral Home -funeral services 7.589.48 H-A 7.589.48 2 Schmidt Kramer -civil litigation attorney fees attributed to survival action of third 2.500.00 party liability claim 3 Schmidt Kramer -civil litigation attorney fees attributed to survival action of 45.000.00 underinsured motorist claim H-B7 47.500.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rsv-1612 EX+(12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Trum ,Emil Kath n 21-09-0602 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, Including unrsimburssd medical expenses. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) (If more space is needed, additional pages of the same size) SCHEDULE J COMMNHEWRITANCEOTAXERETURNANIA RESIDENT DECEDENT BENEFICIARIES ESTATE OF FILE NUMBER Trum ,Emil Kath n 21-09-0602 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Catherine D. Trump Mother 207,345.50 1780 South Meadow Drive Mechanicsburg, PA 17055 2 Thomas E. Trump Father 207,345.51 1780 South Meadow Drive Mechanicsburg, PA 17055 Total 414,691.01 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 15 00 cover sheet as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ~c~i~~~~ v, O n ~ ~ ~ ~--3or~ ~~~r~ ~~ ~~ r~ ~~ bd ~~ ~ y~ ~ o x y~~~r ~O ~~ ~~ ~~~ r~ ~~ ~x~~~ -.ti~~0 ~~~ ~C~Jn~ o~Or~ W ~ ~ V1 n ~ x C!~ Cr1 ~ :~- _._ ,~ :~ .,~~ ~ ~ , --,. rn -- ~--, ; ~-,-, ~-.._ -~ .~" . a . _j i -'...,, 1. ~ ~, , ,. r`, m ~ N _ .:~ ,. . ~'~ C ~ N ~ ,~ + ~z~ ~, ~ ~~ .~'. ., ., ~-~ F-I,A,SL.E:Ft • (_) ~i a. -~. C; o iA ~ _: ~. G .~ _~, -~ +:,J W _~ -. Ch Cft