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HomeMy WebLinkAbout10-13-10COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DRAGAS ANNETTE A 3047 RITNER HIGHWAY APT 2 CARLISLE, PA 17015 fold ESTATE INFORMATION: SSN: 163-30-6611 FILE NUMBER: 2110-0652 DECEDENT NAME: AUSTIN ALICE MELVINA DATE OF PAYMENT: 10/ 13/2010 POSTMARK DATE: 10/ 13/2010 COUNTY: CUMBERLAND DATE OF DEATH: 06/21 /2010 REMARKS: SEAL CHECK# 0823 __r_ REV-1162 EXI11-96) NO ~D 013490 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 184.71 ~''' TOTAL AMOUNT PAID: INITIALS: SAP RECEIVED BY: REGISTER OF WILLS S 184.71 GLENDA EARNER SI~RASBAUGH REGISTER OF WIL~SI 1505610140 ~tEV-1500 ~` ~°'-'°' OFFICIAL ~ ~.Y PA Department of Revenue Bureau of Individual Taxes County Code', Year FIb Number Po aox 28t~6o1 INHERITANCE TAX RETURN 2 1 1 0 0 6 5 2 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Nti1ADDYYYY Date of Birth MMDDYYYIY 1 63 30 661 1 0621 201 0 0429 1 9 2~~6. Decedent's Last Name Suffix Decedent's First Name MI A U S T I N A L I C E M (N AppNcabis) Enbr 8urvivlnp Spoup's IMormation Below Spouse's Last Name Suffix Spouse's First Name ' MI N / A Spouse's Social Security Number i FILL IN APPROPRIATE OVALS BELOW © 1. Original Return 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MU8T 8E FILED IN DUPLI~1Ti~ WITH THE RfGiSTER OF WILLS 2. Supplemental Return ~ 3. Rema n Return (date of death prior t 1-13-82) 4a. Future Interest Compromise (date of ~ 5. Fede I E~tBte Tax Return Required death after 12-12-82) 7. Decedent Maintained a Living Trust 0 8. Total N~umlber of Safe Deposit Boxes (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~ 11 between 12-31-91 and 1-1-95) CORRESPONDENT - Ttlls SECTION MUfi' ~ COMPLETED. ALL CORREaPONDENCE AND CONFIDENTIAL TAX NFa Name Daytime Te R I CHARD E. THRASHER ESQ 7 1 7 tax under Sec. 9113(A) ~. O) lr rpn arrvu~o we Da~creD Tv: hone Number 3' 3 4 ,,~ 1 5 9 RE tI11q.L~E O NLI( ,- :._ ~• . ~' ~., ~ z First line of address , ~ -• ~'I~ _ { 2 2 0 B A L T I MORE STREET ~~ - . c ~;~ ~~ ~ c Second line of address ,~,_. - ' a~ w ~< Cit P o t Off ~~ F y r os ice State ZIP Code ~ ~ G E T T Y S B U R G P A 1 7 3 2 5 ConsspondsnCs s-msp adtdnss: r thrashe comcast.net Under penalties of perjury. I deda-e that 1 have examined this return, irxiudirp aCCOmpanyinp a~dules and statemerMs, and to the of and belie) it is true. cortect and campbte. Declaration of preparer other than the personal representative is based on an IMormation of which tia any k Vi SIG TURE OF PERSON NSIBLE FOR FILING RETURN DATE a ADDRESS 3047 R ER HIG CARL{SLE 17015 SIG P~ REPRESENTATIVE ! I DATE .~~ AD E 220 BALTIMORE STREET GETTYSBURG P 17325 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 ~50'S61(~140 li J~ J 1505610240 REV-1500 EX Deaeder~CsName: ALICE M. AUSTIN Decedent'I~ Social Security 1 6 3 3 0 6 Number 6 1 1 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2. 3. Crosey 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. '1 ' 4 0 6 0 • 1 5 6. Jointy Owned Property (Schedule F) ^ Separate BiNing Requested ....... 5. 1 4 1 5 , 1 3 7. Inter-Vivos Transfers $ Miscellaneous N -Probate Property (Schedule G) ~ S Billi t R epara e ng equested ....... 7. , • 8. ToW Gross Asssb (total Lines 1 through 7) 8. '1 5 4 7 5. 2 8 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 870.66 11. Totd Dsductlons (total Lines 9 and 10) ....................... ........ 11. ~ 0 8 7 0 . 6 6 12. Net Vatw o[ Esfab (Line 8 minus Line 11) .................... ........ 12. ~ 6 O 4. 6 2 13. Charitable and GovemmeMal BequestslSeC 9113 Trusts for which an election to tax has not been made (Schedule J) .............. ........ 13. 5 0 0 • 0 0 14. Nst Valw SubJed to Tao[ (Line 12 minus Line 13) .............. ........ 14. ~ 1 0 4. 6 2 TAX CALCULATION - 8EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a>(1.2> x.o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X •045 4 1 0 4, 6 2 1s. 1 8 4. 7 1 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0• Q 0 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 0. 0 0 19. TAX Dt1E ............................................... ....... 19. 1 8 4. 7 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 1505610~4~ J REi/-1500 EX Page 3 Decedents Completie Addlress: DECEDENTS NAME ALICE M. AUSTIN STREET ADDRESS 1000 CLAREMONT ROAD CITY CARLISLE STATE PA ZIP 17013 Tax Paymeni~s and Clrodits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 4. ff Une 2 is greater than Line 1 + Line 3, enter the differeenoe. This is the 01f ERPAYMENT. FM N oval an Pace 2, L.Nis 20 tyo nqueet a Hyland. 5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. FlN NumbK 21 10 0652 (1) ' 184.71 Total Credits (A + B) (2) 0.00 (3~ (4) 0.00 (5)~ 184.71 Make check payable to: REGISTER OF WILLS, AGENT PLEA8E AMSYYER THE FOLLOWING 4~JE8TIONS BY PLACING AN "X" IN THE APP~R~PRIATE BLOCK8 1. Did decedent make a transfer and: ' ~'es 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; .............................~I . c. retain a reversionary interest; or ~ .............................................................................................. d. receive tl~e promise for life of either payments, benefits or care? ..................................................... i. 2. ff death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................. ..r 3. Did decedent own an 'in trust for" orpayable-upon-death bask account or security at his or her death? ........ 4. Did decedent own an individual retirement account, annuity orothernon-probate property, which contains a ben~aary designation? ................................................................................................:,. d ~ THE ANSWER TO ANY OF THE ABOVE QUEST10N8 IS YES, YOU MU8T COMPLETE 8CHEDULE G AND FILE R A8 PART OF THE RETURN. For dates of death on or after Juty 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to ~~ flor 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 fw the use of the surn~n~ spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)J. The status does not exempt a transfer to a surviving spouse from tax, and the statutory req irednents for disdosure of assets and filing a tax return are still applicable even if the surviving spouse is fhe only benefiaary. 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)J. • The tax rate imposed on the net value of transfers to or for the use of the decedents lineal benefiaaries is 4.5 percent, lex~ept as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. • The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent [72 P.S. §91~~16~a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in cemmon with the decedent, whether by blood or adoption. 'REV-1506 EX + (6.88) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, B MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FN.E ALICE M AUSTIN 21 10 ~~ Include fhe of NUyation and the date the were received by the estate. AM wNh d nwst M disclosed on t3d-~b F. ITEM VALUE AT DATE NUMBER DESCRIPTION ' OF DEATH 1. Refund from Claremont Nursing & Rehab Center -refund ' 1,385.67 2. RCVS Caremark -refund 3. I Monumental Life -refund 4. Peters Funeral Home -pre-paid account 5. ~ United Telephone -refund ` 7.38 112.01 12,536.37 18.72 TGTAL (Also enter on line 5, Reclatimn)' s (If more space is needed, insert additional sheets of the same s(ze) i __ REV--1509 EX+ (Ot-10) pennsylvanis DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FEE ALICE M AUSTIN 21 10 065,2 M sn amt wa Wade jointly owned wNhln one year of the deadenCs date o(daih, [t aN~st be repor~ed on Sdadule G. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS ' RELATIONSHIP TO DECEDENT A. Annette A. Dragas 3047 Rimer Highway, Carlisle, PA 17015 daughter B. Donald A. Austin, Jr. C. JOINTLY-OINI~D PROPERTY: 32 H Street, Carlisle, PA 17013 ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE .JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FlNANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEA VALUE OF A 5c OF DECEDENTS INTEREST DATE DF DEATH VALUE OF DECEDENTS INTEREST 1. A &B 2006 PNC Bank -checking AN 51-1163-4164 4,28r~.27~ i 33. 1,415.13 TOTAL (Also enter on Line 6, H mae space is needed, uae add~ior-~ sheets of paper of the same size. ~, s ~RE~/-1511 EX+(10.09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE CATS ESTATE OF IsN.E ~MB~R ALICE M AUSTIN 21 10 0'1352 DapdanCs debts must bs nporbd on t3ttraduN L ', ITEM NUMBER DESCRIPTION ' AMOUNT A. FUNERAL EXPENSES: ', 1. Peters Funeral Home 10,074.16 2. L8~D Catering -funeral meal '~•~ B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representatlve(s) Street Address Cry State ZIP '}"""'- Year(s) Commission Paid: y, Attomer Fees: Puhl, Eastman & Thrasher 3, Famiy Exemption: (-f decederrt's address is not the same as daimar>rs, attach explanatlon.) Claimant j Street Address ~ City State ZIP Relationship of Claimant to Decedent ~ 4. Protrate Fees: 5. AcoouMant Fees: 6. Tax Retum Preparer Fees: 7. Register of Wills -filing fee for Inheritance Tax Retum 300.00 81.50 15.00 TOTAL (Also enter on Line 9, RecapituNation) I s H more space is needed, use addkional sheets of paper of the same size. i:EV-~s~s ex+~o~-~o> Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ei irG u e~ rcTiw 71 lA NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECE NT Do Not Lbt T ~ AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include ou~gM distributions and transfers under c 91 f6 (1 S 2) . . e (a .] 1. Annette A. Dragas -3047 Ritner Highway, Carlisle, PA 17015 Lineal 1,368.20 2. Donald A. Austin, Jr. - 32 H Street, Carlisle, PA 17013 Lineal 1,368.21 3. Anthony C. Austin -16 Reservoir Road, Gardners, PA 17324 Lineal 1,368.21 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 C V S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: '~ ' A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: ' 1. Hospice of Adams County -1075 Old Harrisburg Road, Gettysburg, PA 17325 500,00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET!, I = if more space is needed, use additlonaa sheets of paper of the same size. LAST WII.L AND TESTAMENT OFALICE M AUSTIN I, Alice M. Austin, of Bendetsville, Adams County, Pennsylvania, do make and publish this my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. FIRST: I direct that my Executor hereinafter named first pay out of my general estate all of my just and legally collectible debts, funeral expenses, expenses of administration of my `'. estate, and all state and federal transfer inheritance taxes, estates taxes and any and all other ~' death taxes becoming due with respect to any and all property required to be included in my gross estate for tax purposes, regardless of whether such property passes by the terms of this Will; and the transfer of all such property shall be free and clear of such taxes. This provision shall apply only to transfers I have made of my own property. SECOND: I give and bequeath all of my pictures to my daughter, Annette A. Bream, to '< be kept or distributed in accordance with my wishes. THIRD: I give and bequeath the sum of Five Hundred (5500.00) to the Hospice ~ f ''! Program of Adams County, Lutheran Home Care Services, 1075 Old Harrisburg Road, Gettysburg, PA 17325. FOURTH: I give, devise and bequeath all of the rest, residue and remainder of my ~' estate as follows: A. One-Third (1 /3) thereof to my daughter, Annette A. Bream. B. One-Third (1/3) thereof to my son, Anthony Charles Austin. C. One-Third (1/3) thereof to my son, Donald Stephen Austin, Jr. FIFTH: I nominate, constitute and appoint my daughter, Annette A. Bream, as Executor of this my Last Will and Testament and I expressly direct that she not be required to give bond. In the event my daughter, Annette A. Bream, does not survive me or in the event she fails to Page 1 of Will dated y ~ - Clr,L , 2004. .~~~~ , . ~~,~~ r~.,~L` .... _ ... _._ _ ~I qualify as Executor within thirty (30) days aRer my death, I nominate, constitute and ~` appoint my son, Anthony Charles Austin, as Executor of this my Last Will and Testament and I direct that he not be required to give bond. In the event my son, Anthony Charles Austin, does '` not survive me or in the event he fails to qualify as Executor within forty-five (45~ays after my death, I then nominate, constitute and appoint my son, Donald Stephen Austin, Jr., as Executor of this my Last Will and Testament and I direct that he not be required to give bond. I authorize ~,` my Executor to sell any and all of my real and personal property at public or private sale and to make, execute and deliver unto the purchaser or purchasers thereof good and sufficient deeds, bills of sale and assurances of title therefor. IN WITNESS WHEREOF, I, Alice M. Austin, the Testatrix, have to this my Last Will and Testament, set my hand and seal this u day of ~ ,Two Thousand and Four (2004). •., G.7~~ ~ ~"~i/.~` f~ SAL) Alice M. Austin Signed, sealed, published and '' declared by the Testatrix, Alice M. Austin, as and for her Last Will and Testament, in the presence of us, ~! who at her request, in her presence and in the presence of each other, have hereunto subscribed our -, names as witnesses. ~~ eo.liw+u L_ . ~ ,~ , ~,.-._ ~., -_1% i (~ a '~` ~~ ~~ i~ ~I ~, r, j~ COMMONWEALTH OF PENNSYLVANIA ~ ~, 1~ SS. COUNTY OF ADAMS . l ii We, Alice M. Austin, Richard E. Thrasher and Shv~ C. Sania6•Kah ,the !j tivel whose names are si ed to the attached or foregoing i~ Testatrix and the witnesses, respec y, 8n i~ +~ instrument, being first duly sworn, do hereby declare to the undersigned authority that the '! Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, i I~''; and that she executed it as her free and voluntary act for the purposes therein expressed; and '; that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as ~~ ~;, witness and that to the best of the knowledge of each of the witnesses, the Testatrix was at that time 18 or more years of age, of sound mind and under nd constraint orundue influence. ;i t6~ _ ... .....-jl _. .::;:r1k. _. A d.43.i... e.T~~~~.._. a.,.v-:.i:kS Z'.,~~C}`'. ,~ Richard$. Thrasher ~ it 4 i Subscribed, sworn to and acknowledged before me by Alice M. Austin, the Testatrix, and subscribed and sworn to before me by Richard E. Thrasher and '; ,~,.,,,; L C~„~./, ,witnesses, this ~ day of f , 2004. ~/i.cwt~ Notary Public My Commission expires: ~tTM pp ~~SrivMpA ', LesYe R ~ ~ C~irbs, ~YRiHtc ~~~O~E~FiaeOct2q,~ !I Member, Pe,,,,,y1,,,,,la A,wdanan olNo4rlu 1 . ,