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HomeMy WebLinkAbout07-16-101505610101 RfV-1500 °` t°'-'°' PA Department of Revenue P~r~Ylvania OFFICIAL U8E ONLY ixnu,unn w nrvew C°wnly CiOde Year Flle Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX z8otiol Harrisburg, PA i~iz8-otioi RESIDENT DECEDf4NT ~ 1 ~ 66 ~ 2"0 L ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY . ' 171-30-6970 11/08/2009 03/15/1938 Decedent's Last Name Suffix Decedent's First Name ~ _ MI KRUGER. MARLENE E {If Applicable) Enter Surviving Spouse's Irtforrnation Below j Spouse's last Name Suffix,. Spouse's First Name ~' i MI ,KRUGER CHARLES ', H Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH TH~ REGISTER OF WILLS FILL IN APPROPRWTE OVALS BELOW t~ 1. Original Return O 2. Supplemental Return O 3. Remainder Retw (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Ta Rejum Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of fe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax un er Sec. 9113(A) between 12-31-91 and 1-1-95) {Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONflDENTU1l TAX INFORMATION SHOULD BE DIRECTED T0: Name _ _ _ _ _ _ Daytime Telephone Nu bar .__. . THOMAS E. FLOWER (717) 243-5513 - _ ._ __ RE(41STER OF Yh ~L I f USE ONLY First line of address ~ ' ~ _ _ _ __ _ _ _ _ FLOWER LAW, LLC C ~ o t„. _ _ _ _ Second line of address ~ f-` . 10 W. HIGH ST ~~ on City or Post Office State ZIP Code ~ CARLISLE „ PA 17013 ,_ itv Correspondent's e-mail address: thomaseflower~gmaiLCOm tD Under penaiUes Of perjury, l declare that I have examkrod this return, including accompanying schedules and statements, and to the t»st of my ge and bel~f it ~ true, compMfte• Dsda of rer other than the personal representative is based on all irrfomiatbn of whk:h preperer h , a knowledge. SIG PER RES OR FILING RETURN DA ES CHARLES H. KRUGER, 2 E IELD DR., CARLISLE, PA 17015 SI OF PREP R THAN REPRESENTATIVE DA A /A/Vl. 7 / ~ / ~ lb S FLOWER LAW, LLC, 10 W. HIGH ST., CARLISLE, PA 17013 PLEASE U8E ORIGINAL FORM ONLY L 1505610101 Side 1 15D5610101i J ~, ,`' (.~.. J 1505610105 REV 1500 EX Decedent's Soaal Slecurity Number D~cedern•$Neme: MARLENE E. KRUGER ' 171-30-6970 RECAPfI'ULATION 1. Real Estate (Schedule A) ............................................. L i _ .. _. 2. Stocks and Bonds (Schedule B) ....................................... 2. i _. _.. _ _ i 3. Closely Hekl 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. ' 'I 6. Jointly Owned Property (schedule F) O Separate Billing Requested ..... , . 6. ... __ l _,. .._...., .. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property "`" (Schedule G) O Separate Billing Requested........ 7. 161,364.00 '. 8. Total (cross Assets (total Lines 1 through 7} ............................. 8. ' 161,364.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. ', 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. 11. ToMI Deductions (total Lines 9 and 10) ............................... .. 11. 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 Sut-ject to Tax (Line 12 minus Line 13) ...................... .. 14. . ', 161,364.00 TAX CALCULATION - 8EE INSTRUCTIONS FOR APPLICABLE RATE8 15. Amourrt of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _ _ ._ __ (axt.2) x .oQ 161,364.00 15. 0.00 t6. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of line 14 taxable _ __ _ i at collateral rate X .15 ' _ _ _. 18. ~ 19. TAX DUE ....................................................... .. 19. 0.00',,. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT aide 2 L 1505610105 1505610105 I, I'~ i i O REV-1500 EX Page 3 File Numger Decedent's Complete Address: MARLENE E. KRUGER STREETADDRESS 21 GREENFIELD DR Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. creditsmaymer-ts A Pray Payments _ B. Discount 3. Interest (1) 0.00 Total Credits (A + B) (2) (3} 4. ff line 2 is grea~r than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Une 20 to request a rofund. (4) 5. If Line 1 + lane 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) I 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRII~ITE BLOCKS 1. Did decedent make a transfer and: Yes i 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. r~etn a reversionary interest; or .......................................................................................................................... ^ ~ ^ d. receive. the promise for life of either Payments, benefits or care? ...................................................................... ^ ^ 2. If death occrrred after Dec. 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 w her death? .............. ^ ~I ^ 4. Did decedent own an individual retirement account, annuity or other iron-probate property, which contains a beneficiary designation? ........................................................................................................................ 0 ^ IF THE AtlSWER TO ANY OF ~ II THE=ASE N~IESTNNS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS ~AKT 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 t~se of the surviving spouse is 3 percent 172 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 sul w s [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~fer 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 theluse of a natural parent, an adoptive gent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)J. • The tax rate i on the not value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2 p2 P.S. §9116(aj(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)(11.3)]. 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. REV-1510 EX+ (08-09) pennsytvarria DEPARTMENT OP REVENUE INHERCTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE of ~~~ puN~~ MARLENE E. KRUGER This schedule must be completed and filed if the answer to any of questions i through 4 on page three of the REV-1500 ~ yes. ITEM DESCRIPTION OF PROPERTY wD.wEn+EwvEOFn~ETRA,maRaaAnoRSNroroDECEOa~r,un DATE OF DEATH 46 OFDECD'S EX LUSIDN TAXABLE NUMBER THE WTF OF TAANSR3t. ATTAOI A OOPr OP THE DES R7R R4AL ESTATE VALUE OF ASSET INTEREST IF VALUE I• IRA, DWS TRUST COMPANY, CUSTODIAN, DESIGNATED BENEFICIARY 16136400 ', 100 161,364.00 CHARLES H. KRUGER, HUSBAND TOTAL (Also enter on line 7, Recapitulation} ~ 161,364.00 If more space is needed, use additional sheets of paper of the same size. ' REV-1513 EX+ (O1-10) Pennsylvania DEPARTMENT OF REVENUE nYHERIfANCE TAX RETURN RESIDENT OECEDeNT SCHEDULE BENEFICIARIES ESTATE OF: _ -- - F WUNBER: MARLENE E. KRUGER RELATIONSHIP TO DECEDENT A NT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENING PROPERTY Do Not LhX Tru~bes(a) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).J i 1• '.CHARLES H. KRUGER, 21 GREENFIELD DR., CARLISLE, PA 17015 HUSBAND ', 100 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REY-1500 COVER SHEET, AS A TE. II NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: ', L 'i i I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I~ I! If more space is needed, use additional sheets of paper of the same Sze. _ __ _ _ - T~ ~~ ; ~ i~ '~~ A~`~~V n~~ Monday, December 7, 2009 Address: 21 GREENFIELD DR CARLISLE PA 17015-7611 Totals as of: 12/04/2009 Account ~ Fur>~ t PrfGs $1N Code ~tvwt~t Description Ragiatratbn S#~alras ass of Vatcre Sablotsl: f'ta4,3t1~.76 246604 302 DWS INVESTMENTS DWS TRUST COMPANY 2,070.2130 8.42 $17 431.19 DWS BALANCED FUND-C CUST , 12~04U2009 R E ~ T R V OLL ER fJ MARL~+{E E KRUGER 246604 18 DWS INVESTMENTS DWS TRUST COMPANY 3,926.3650 1 ~' 8.82 $34,630.54 DWS STRATEGIC CUST 2/1009 GOVERNMENT SECURITIES FCaR TfiEzIRA FUND-A ~ E RUDER 246604 318 DWS INVESTMENTS DWS TRUST COMPANY 8,082.0860 ~ 8.84 $71,445.64 DWS STRATEGIC CUST 12,~ V`2009 GOVERNMENT SECURITIES FOR THE lRA ~ FUND-C ROLLC95/6~ 4~F MARLED E t4RLJGER 246604 310 DWS INVESTMENTS DWS TRUST COMPANY 8,158.7050 4.64 $37,856.39 DWS STRATEGIC INCOME CUST 12,~04~'2009 FUND-C ~(~' }~ ROLLC}VEtt 43F MARLENE E Ki2Uf3ER __ Try • ~#~#. __ _. NOTE: Real estate investment trust REIT and direct artici ation r ram DPP apccount values die la ~d ire those provided by the issuer of the securities. Contact the Issuer for further information and a descri tion of valuation. p y l Information contained herein is based on sources and data believed reliable, but is not guaranteed by us, nd is not to be construed as an offer or a solicitation of an offer to buy or sell securities mentioned herein. This is for info atilon purposes only and is not intended to satisfy any compliance or regulatory conditions set forth by any governing body of th securities industry. The user is responsible for verifying the accuracy of the data received. These reports are not to be used e a substitute for any reports distributed by your mutual fund or variable insurance companies nor any monthly or annual statem nts by the broker dealer that maintains custody of your account. Copyright ©2009 DST Systems, Inc. All Rights Reserved. Covered by US Patent No. 7,275,046