The URL can be used to link to this page

Home My WebLink About05-13-10 (2)REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 15056041158 OFFICIAL USE ONLY County Cade Year File Number IN RES DENTEDECEDENTRN ~ I ~ ~~ `.~ n ~ ~J ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 023-09-4394 12222009 09041917 Decedent's Last Name Suffix Decedent's First Name RICH RICHARD (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ^X 1. Original Return ^ 4 Li i d E t . m te sta e ^ 6. Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (date of ^ 7. death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) ^ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) MI MI ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 5 1= d l E t T R t R i . e era sta ax urn red e e equ ~ 8. "total Number of Safe Deposit Boxes ^ 1 1. Election to tax under Sec. 9113(A) I:Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CRAIG A• HATCH, ESQUIRE 717-?31-9600 Firm Nama (If Annlirahlal First line of address GATES, HALBRUNER, HATCH 8 GUISE, P•C• Second line of address ],013 MUMMA ROAD, SUITE 100 City or Post Office State ZIP Code LEMOYNE PA 17043 REGISTER OF WILLS USE t~Y (~ Cam, _-.f . L.~ ~ ~ t .. ' ~-~ -~.. w .. :; fc r_~<:) ~ - ~.r -ri DATE FiLgD W ~ '~ Correspondent'se-mail address: C • HATCHa~GATESLAWFIRM • COM 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 anv knowledge. 416 ESHELMAN STREET NATLIb2~OF PREP-AR~R EyfHE.R'~"1k7J REPRESENTATIVE PLEASE USE Side 1 15056041158 6M4647 3.000 PA 17034 l ~" ~~ t~ DATE 15056041158 Estate of RICHARD RICH Executors (Page 1) Name SUSAN M. HOWELL Address 916 Eshelman Street 023-09-4394 Highspire, PA 17034- Tax ID 190-44-6884 15056042159 REV-1500 EX Decedent's Social Security Number 023-09-4394 Decedents Name:R I C H R I C H A R D RECAPITULATION 1. Real estate (Schedule A) 1. 0 • 0 0 2. Stocks and Bonds (Schedule B) . 2. 0 • 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. 0 . 0 0 4. Mortgages 8 Notes Receivable (Schedule D). 4. 0 • 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 0 • 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 • 0 0 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 43202.00 8. Total Gross Assets (total Lines 1-7). 8. 4 3 2 0 2. 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) . 9. 9 ], 4 ~ . 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. 40.00 11. Total Deductions (total Lines 9 & 10) . 1 1. 9 ], 8 7 • 0 0 12. Net Value of Estate (Line 8 minus Line 11) 12. 3 4 015 • 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. 0 • 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 3 4 015 • 0 0 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.oD_ 0.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate x .oli5 3 4 015.0 0 16. 15 31.0 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. 15 31 • 0 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 sMasaaz.ooo 15056042159 REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME RICH RICHARD STREET ADDRESS UMB BLAND CITY CAMP HILL STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit ~ • Q B. Prior Payments ~ . ~ Q C. Discount ~ • ~ ~ 3. InterestlPenalty if applicable D. Interest ~ . ~ ~ E. Penalty ~ • ~ ~ (1) 1531.00 Total Credits (A + B + C) (2) Q ~ 0 Total Interest/Penalty (D + E) (3) Q . Q Q 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box 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. A. Enter the interest on the tax due. (5> 1531.00 (5A) o•ao B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 15 31.0 0 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; X c. retain a reversionary interest; or ^ X^ d. receive the promise for life of either payments, benefits or care? ^ 0 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 "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? ., ^ ^X 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 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. X9116(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. 6M4671 1.000 REV-1502 EX+ (11-OB) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER RICHARD RICH All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant fads. Real property that is jointlyowned wkh right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE swasss 2.00o If more space is needed, insert additional sheets of the same size. REV-15o3 EX + (6-g8) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER RICHARD RICH All property jointly-owned with right of survivorship must be disclosed on Schedule F. 3wasss i o00 (If more space is needed, insert additional sheets of the same size) REV-1507 EX+ (6-g8) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHPEERS DENT DECEDENTRN RECEIVABLE ESTATE OF FILE NUMBER RICHARD RICH All property jointly-owned with right of survivorship must be disclosed on Schedule F. 3wa6AC i.ooo (If more space is needed, insert additional sheets of same size) REV-1508 EX+ (8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8a M~SCi. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER RICHARD RICH Include the proceeds of litigation and the date the proceeds were received by the estate. 3 W46AD 1.000 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (g.g8) COMMONWEALTH OF PENNSYLVANIA INHERffANCETAX RETURN RESIDENT DC~EDENf ESTATE OF FILE NUMBER RICHARD RICH If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVNINGJOINT'TENANT(S) NAME JOINTLY-0WNED PROPERTY: ITS NUMBff2 LETTER FOR JOIN TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIALINSTITUTIONAND6ANKA000UNT 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 DECEDENTS INTEREST None SCHEDULEF JOINTLY-OWNED PROPERTY RELATIONSHIP TO DECEDENT TOTAL (Also enter on line 6 R ranirl.I ion) ~ ~ (H more space is needed, insert additional sheets of the same size) 3W46AE 1.000 REV-1510 EX+ {6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY RICHARD This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBS DESCRIPTION OF PROPERTY INCLLOETIfN4MEOFT}ETRANSFEREETHEIRRELATIONSHIPTODECEDEMAPA Ti-EDnTEOFTRwsreRATTACHACOavoFrHEDEEDFORREALESrnrE DATE OF DEATH VALUE OF ASSET %OFDECD~S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE ~ Metro Bank Checking Account #53752139 (Transferred into joint name with Susan M. Howell on 7/20/2009) 46,202 100.0000 3,000 43,202 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 REV-1511 Ex+(10.06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER RICHARD RICH Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Parthemore Funeral Home 6 Cremation Services Inc. 8,147 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: State Zip 2. Attorney Fees 1 , 000 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. 5. 6. 7. City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees None TOTAL (Also enter on line 9, Recapitulation) $ ~wasac i o00 (If more space is needed, insert additional sheets of the same size) 9,147 REV-1512 EX + (12-OB) Pennsylvania SCHEDULE I DEPARTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER RICHARD RICH Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ewasAH z ooo If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-OS) pennsylvania SCHEDULE J DEPARTMEMOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER RICHARD RICH 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 [inGude outright spousal distributions, and transfers under Sec. 2116 (a) (1.2).] 1. Susan M. Howell 416 Eshelman Street Highspire, PA 17034 0$ of Residue: 34,015 Daughter 34 015 EMER 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 2113 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. $ 0 swami z o0o If more space is needed, insert additional sheets of the same size. Account Activity Page 1 of 3 Account Activity 50 PLUS CHECKING More pending transactions now available online. Click here for Account Name 50 PLUS details. CHECKING (*1239) Account Number 537521239 Interest Rate 0.15 YTD Interest $5.56 Current Balance $36,925.21 ^.e•ailable Balance $36,925.21 Account: Type: From: To: 50 PLUS CHECKING *1239 - ALL -- - 12/21/2009 ~ ~1 22/2010 ~3 Display r--- ------- -----~------ - -__ ---._---- ------ - -- Check Date Type Number Description 1/14/2010 Credit INTEREST PAYMENT 1/4/2010 Debit 576 CHECKS ` ~ rr~.-~'. 1/4/2010 Debit WEB FR DDA TO DDA 000513184317 TFR VISA RUTTER'S FARM ST 1/4/2010 Debit RF#030128 12/30 083221 NEW CUMBERLAN,PA 1/4/2010 Credit DFAS-CLEVELAND RET NET RICH RICHARD POS COSTCO GAS #0327 12/31/2009 Debit RF#06061712/31 163700 HARRISBURG,PA 12/31/2009 Credit US TREASURY 303 SOC SEC RICHARD RICH 12/31/2009 Credit US TREASURY 220 VA BENEFIT RICHARD RICH VISA BIGANDTALLMART P 12/30/2009 Debit RF#058650 12/12 031104 215- 8377943,PA Acct Amaunt Balance Inquiry $5.56 $36,925.21 C~~~] ($8,002.38) $36,919.65 C ($6,800.00) $44,922.03 CD ($50.00) $51,722.03 (>_=J $2,045.00 $51,772.03 D ($32.00) $49,727.03 r;~1 $1,210.00 $49,759.03 C $2,801.80 $48,549.03 ~=_7 ($159.00) $45,747.23 https://online.mymetrobank.com/html/Accounts/Activity.aspx?i= ~ 1 /22/2010 Account Activity 12/29/2009 Debit 12/29/2009 Credit 12/28/2009 Debit 12/28/2009 Debit 12/24/2009 Debit 12/23/2009 Debit 12/22/2009 Debit 12/22/2009 Debit 12/22/2009 Debit 12/22/2009 Debit 12/21/2009 Debit 12/21/2009 Debit 12/21/2009 Debit ~, 12/21/2009 Debit 12/21/2009 Debit POS TURKEY HILL MINI RF# 155730 12/29 120742 HIGHSPIRE,PA VISA U-HAUL-MECHANICS RF#057739 12/26 025145 MECHANICSBURG,PA POS U-HAUL MECHANIC RF#705780 12/26 072916 MECHANICSBURG,PA POS WEIS MARKETS #12 RF#086167 12/26 095200 CAMP HILL,PA VISA RUTTER'S FARM ST RF#034054 12/22 115211 CARLISLE,PA POS KOHL'S #0359 512 RF# 310633 12/23 173704 HARRISBURG,PA VISA VINNYS RESTAURAN RF#040420 12/19 173740 CARLISLE, PA VISA VERIZON*RECURRIN RF#009569 12/21 152719 800- 483-3000,PA VISA VINNYS RESTAURAN RF# 040410 12/ 19 154637 CARLISLE,PA VISA ESI*MAIL PHARMAC RF#048375 12/21 140351 866- DODTMOP,AZ VISA SHEETZ 00 RF#075759 12/20 065844 CARLISLE,PA POS RUTTER'S FARM ST RF#064010 12/19 153800 CARLISLE,PA POS WAL-MART #1591 RF# 155181 12/19 121700 HARRISBURG,PA VISA HOSS'S STEAK & S RF#000082 12/18 055628 CARLISLE,PA VISA SHEETZ 00 RF#034249 12/18 172717 CARLISLE,PA Page 2 of 3 ($38.50) $45,906.23 ~%7 $7.37 $45,944.73 ID ($75.00) $45,937.36 C_~ ($21.35) $46,012.36 ~~< ($50.00) $46,033.71 ($117.99) $46,083.71 >r':~') ($3.54) $46,201.70 L:: ($39.68) $46,205.24 C~~!1 ($12.07} $46,244.92 ($3.00) $46,256.99 ($1.`i.00) $46,259.99 Cs:J ($2:1.00) $46,274.99 ($4.54) $46,295.99 CD ($3'5.76) $46,300.53 ($3~g.00) $46,336.29 f :~°7 hops://online.mymetrobank.com/html/Accounts/Activity.aspx?i=3 rR 1 /22/2010 Y ~ ~ _ t; ~, r r ~~. °°_~ __ ; r .t.,__.,,,.c_.. ~-~._...._... Mrs. Susan M. Howell 416 Eshelman Sheet Highspire, PA ] 7034 12~24/2UU9 I ;Ii_' k ~ri~l~~~: In~~°f ~J,~~, r'ninin'il~nirl t'-~~•. iii?ii !-. ,__. ~ iill~+rr' \h' I';n;h~~nuu,~ I~~~tuul~!~ For the Service of Richard Rich We sincerely appreciate the confidence you have placed in us ar~d wial continue to assist you in every way we can. Please feel free to contact us if you have a„y questions in regard to this statement. The following is an itemized statement of the. services, facilities, automotive equipment and merchandise that you selected when making the funeral arrangements. Terms Due Date Account # Net 30 1/23/2010 2009099.4 SERVICES & MERCHANDISE Description Traditional Funeral Service Followed by Cremation On Freedom's Wings Stationery Set 1',osemont Cremation Casket White Marbleite Urn Total Services and Merch~~disc Amount 5,750.00 165.00 1,1 19.00 203.00 7,237.00 f'ry'-i'~lr~.~rl + n~~r~iiti,ilnr : 'l~r i'r~~i~_~~;sinn,_il h~it'iul„~'~;:Iri,~~. UCfi)-1 `-~~~l~ll,~ ~~ ~i [_. -,~__ ~= ~~~. ;~- ~,; 235. ] 2 60.00 150.00 100.00 75.00 15.00 200.00 50.00 25.00 910.12 Total ---' --____ $8,147.12 Payments/Credits ~;Q QQ-1 Balance due ~g,147.12 j ~ ~_ - --- ~,~- r, ~ e `~_ ) ,. C t ~ ~ _ ,,..~ CASI1 ADVANCE ITEMS Death Notice, Harrisburg Patriot 10 Certified Copies of Death Certificate Clergy Honor~lrium Organist Honorarium Soloist Honorarium Altar Servers Flowers, (2) Matching Fireside Baskets Honor Guard Dauphin County Coroner Fee, Cremation Authorizaliun Total Cash Advances ~ L_ ~ ~ i_~ r\ \ ,~l_~ ~ ~~~ _ , ~ ~ ~. ,--