The URL can be used to link to this page

Home My WebLink About06-29-10- _ r --,..~.,~ . __.. 1505610101 J REV-1500 ~ (os-io) OFFICIAL USE ONLY PA Department of Revenue Bureau of IndividuatTaxes Pennsylvania Canty Code Year Fle Number . nwrt~Enra M~~ ~ J INHERITANCE TAX RETURN ( ~ ~ (' ~ p g?j Po Box z8o5o1 , [ ., RESIDENT DECEDENT HaMstw PA i i28-a6oi ENTER DECEDENT INFORMATION BELOW Date of Death MMDDYYYY Date of Birth MMDDYYYY Social Security Number 135-10-5850 12/25/2009 04/22/1915 _ .. _ _ Suffix _ Decedent's First Name MI Decedent's Last Name E Wilmer Ackerman (H Applicable) Enter Surviving Spouse's Information Below MI Spouse's First Name ffi S Spouse's last Name x u Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ' REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 3. Remainder Retum (date of death O ~ 1. Original Retum O 2. Supplemental Return prior to 12-13-82) O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required O 4. Limited Estate death after 12-12-82) g. Decedent Died Testate Q)D O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposft Boxes (Attach Copy of Wdl) (Attach Copy of Trust) O; nd~r Sec. 9113(A) o death O 11. (Aeon t O 10 ~ t O 9. Litigation Proceeds Received ~ ~ 95~ • ~ en12-3 91 and 1 1 ECTED TO: RMATl~1 N O ALL CORRESPONDENCE AND CONFIDENTIAL TAX I TED L Nu ~ ~~ D ey h . COtOtE8PONDENT - THIS SECTION MUST BE COMPLE Name _ _ ___ ra ~ (717) 243-74~ ° -x^~ John C. Oszustowicz _ _ C~;_ `~ ~- 7 __ REGISTER USE fTf n Y ~ _; r `~ C~~ ~ m N r-i } ~'~ , ~ C!3 ~ ~ C ~'' ' First line of address - 104 S Hanover St. 3' te-.. ... T P t . t ~ Second line of address ~ ~ ~.~ f ~ ~a _ _ ' DATE fl p '~' City or Post Office _ _ _ _ _State ZIP Code _ __ Carlisle PA 17013 correspondent': e.rnau acWrss: iohnoCB~carlislepalaw com and to the best of m)r knowledge and belief, and atatements l h d Under of perjury, I declare that 1 have , es u e load this return, including accompanying sc is based on all infomfation of whk;h preparer 1 as any knowledge. tiv t and ~, e a than the personal represen D TE 1 E OF PERSON RES SI F FI G RETURN 71 _ Farnham Rd., Memphis, NY 13112 SI R OTHER THAN REPRESENTATIVE DATE 1 S Hanover St., Carlisle, PA 17013 PLEA8E U8E ORIGINAL FORM ONLY Side 1 L 1505610101 150561010] J .1505610105 REV 1500 EX Decedent's Social Security Number 135-10-5850 RECAPITULATION 1. Real Estate (Schedule A) ............................................. L 2 4,254.18 2. Stocks and Bonds (Schedule B) ....................................... . _ _ _ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 10,100.14 6. Joirrtly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 39,474.21 7. Inter-Yrvos Transfers 8 Miscellaneous Non-Probate Properly O Separate BAling Requested........ 7. (Schedule G) _ ___ 8. ............. Total (cross Assets (total Lines 1 through 7) ............... . s. 53,828.53'.. 9. ............. Funeral Expenses and Administrative Costs (Schedule H) ...... y. _ _ 14,173.36 _ _ _ 10. Dabts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 7,295.43 11. Total Deductions (total Lines 9 and 10) ................................. 11. 21,468.79 12. ........................ Nst Value of Estate (Line 8 minus Line 11) ...... 12. 32,359.74 13. Charitable and Governmental BequestslSec 9113 Trusts for which 13 an election to tax has not toeen made (Schedule J) ........................ . 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 32,358.74 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATE8 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 15. _. 16. Amount of Line 14 taxable 32 359.74 1,456.19 16 , at lineal rate X .0 . 17. Amount of Line 14 taxable 17. ' at sibling rate X .12 __ . 18. Amount of Line 14 taxable 1 S. at collateral rate X .15 1,456.18 19. TAX DUE .................................................... .....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 1505610105 1505610105 ,J REV-1500 EX Page 3 Decede~rt's Complete Address: W Emerson Ackerman 770 S Hanover St cmr Carlisle Tax Paymerrts and Credits: 1. Tax Due (Page 2, Une 19) 2. CreditslPaymeMs A. Prior Payments - B. Discount 1,700.00 89.47 3. Interest 4. If Line 2 is greater M oval on Page 2, Line 20 to roquest a refundthe OVERPAYMENT. 5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. File Number sTATEPA (1) Total Credits (A + B) (2) (3) (4) (5) I_-ziP17013 - - - 1,456.19 1,789.47 333.28 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 transfemed :.......................................................................................... ..........................:............. ^ Vansfen~ed or its income; t h ' .... y e proper ht to designate who shall use t b. retain the ~ . ............. ^ ^ . c. retain a reversionary interest; or ........................................................................................................... benefits or care? ...................................................................... ^ ments r a ith f lif f X , p y e e e o or d. receive the promise 2. ff death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ^ x without receiving adequate consideration? .............................................................................................................. 3. Did decedent oNm an "intrust 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 ^ a contains a benefxtiary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT ASI PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 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 0 percent (72 P.S. §9116(a)(1.2)]. • The tax rate i ed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in 72 P.S. §9116(12 P.S. g9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)). Asibling is defined, under Section 9102, as an md'nridual who has at feast one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (8-98) scN~ou~E s COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF W Emerson Ackerman _ ... .. -` ----.,.._~~.:_ ~...~ La Alawlne~el nn SChad01B F. FILE NUMBER 2010-00082 __ (If tYlOr@ SpBCB IS 1188080. lnserl auum~mm auvma v....v a..........~..~ REV-1508 EX+ (6-96) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scNSOU~ E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY F ILE NUMBER ESTATE OF 2010-00062 W Emerson Ackerman Include the proceeds of litigation end the date the proceeds were received by the estate. wned with right of survivorship must be disclosed on Schedule F. f tl n y.o All property jo VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 Unclaimed Propety from the state of New Jersey 1,444.96 2 Refund from Chapel Pointe for overpayment 5,270.00 3 Fkxida Hills Memorial Gardens cemetery plot 550.00 4 Crest Haven, NJ Memorial Park cemetery plot 800.00 5 Refund from Blue Cross Health Insurance 537.36 6 Christian 8~ Missionary Alliance pension 897'82 7 Refund from Hoffman Roth Funeral Home for veterans benefit 100.00 8 Misc. Personal Property 500.00 TOTAL (Also enter on line 5, Recapitulation) i (K more space is needed, insert additional sheets of the same size) 10,100.14 -L __ REV-i5og EX+ (oi-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RES1DENi DECEDENT scN~ou~E ~ JOINTLY-OWNED PROPERTY FILE NUMBER: ESTATE OF: 2010-00082 W Emerson Adcemran Nan aunt beanie jdMly owned wRhU one year of tfie decedent's date of deattT, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT SURVMNG JOINT TENANT(S) NAME(S) 17 Appaloosa Way, Carlisle, PA 17015 Daughter A• Elizabeth A Conrad B. C. 70INTL Y OWNE D PROPERT Y: a. of DATE OF DEATH ITEM F LETTER OR ]O[IIT DATE MADE DESCRIPTION OF PROPERTY INCLUDE Np(~F1~7NG NU~t~ER ~ATTACN DEED OR ]oINTLY HaEILD REAL ESTATE SIMILAR VALUE OFDASSET INTE VALUE OF DECEDENT"5 INTEREST NUMBER TENANT ]oMf 1. A• 12112/07 Americhoice FCU Savings Account #33492-0001 21,359.51 5I0 10,679.76 2 A 12112107 Americhoice FCU Checking Acct #33492-0016 44,981.20 50 22,490.60 3 A 12!12107 AnTerichoice FCU Certificate of Deposit #33492-0061 6,208.43 50 3,104.22 4 A 12112!07 Americtloice FCU Certificate of Deposit #33492-0063 6,399.27 50 3,199.63 TOTAL (Also enter on Line 6, Recapitulation) I ~ If more space is needed, use additional sheets of paper of the same size. 39,474.21 _ _ _ _ __ _ - - REV-IS]] EX+ (]0-D9) '` pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBE R ESTATE OF 2010-0008 2 rson W E Ackerman me Decedent's debts must be roported on Schedule I. NUMBER DESCRIPTION AMOUNT A. FUN~RAI. EXPENSES: 9,920.17 I. Hoffman Roth Funeral Home 159.00 2 George's Fbwers 17.49 s .Servants Heart 50.00 a Helen Young 100.00 s Terry Smith 100.00 s Fred Yearsky g. ADMINISTRATIVE COSTS: I, Personal Representative Commissions: Name(s) of Personal Representative(s) ------- --- - StreetAddress -- -------- -----------_-..--- State --- -_ ZIP - -- -- --- Year(s) Commission Paid: -_ _- ----------- -- 3,450.00 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant ----------- ------------- ------ ---- - - Street Address _--_--_-- - --_----- __ _ _ -_____ --__ _ City ------ - _ State -- -ZIP - -- - - Relationship of Claimant to Decedent __-_-_-__-------------- 188.50 4. Probate Fees: 5. Acrnuntant Fees: 6. Tax Return Preparer Fees: ~• .Cumberland County Law Joumai -Legal Advertising 75.00 113.20 a The Sentinel -Legal Advertising TOTAL (Also enter on Line 9, Recapitulation) '$ 14,173.36 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE iNHERTfANCE TAX RETURN _~~.nevr nF~F~FNT ESTATE OF ~~~ ~..,e.~,., arkerman SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS u mere apo~o .~ ~~~~~•~, ~~.__. FILE NUMBER 2010-00082 - - -. ._._ _..__.~ :_..~..an.~ ~~~relmhuned medical expenses.