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Home My WebLink About10-18-10I o ^^i I ^^ J REV-1500 Exj°'-'°' ' Pennsylvania OFFICIAL USE ONLY PA Department of Revenue °L"OB`M1 O'""`""` County Code Year File Num ber Bureau of Individual Taxes INHERITANCE TAX RETURN PoBOxzaoe°~ 21 09 00718 Harrisburg, PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 160 07 3013 07 24 2009 09 30 1912 Decedent's Last Name Suffix Decedent's Rrst Name MI Weiss Josephine M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Frst Name MI spouse's social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) ~ B. Decedertt Died Testaze C~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) p 9. Litigazion Proceeds Received O 10. Spousal Poverty Credit (date of death p 11. Dection to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - Thls section must be completed. All Correspondence and Confldential Tax Informaflon Should be Directed to: Nark Daytime Telephone Number Stephanie Kleinfelter, Esq. 717 901 7786 Fret line of address 635 N. 12th Street, Suite 400 Second line of address City or Post Office State ZIP Code Lemoyne PA 17043 REGISTER OF WILLS US~QJJ LY n ~ ay ~ _ c.1 !"T7 ~7 C7 ; FTI -~.~ C"7 L.-- .~. <1, T cx~ _; , c~L 77 ~ -_ ~ -~A7E FILED "'- ' "- ~•7 ~~ Correspondent's a-mail address: skleinfelter@keeferwood.com Under penalties of perjury, I tleclara that I have examined this return, including accompanying schadulea and statements, and to the bast of my knowledge and belief, It is true, correct and complete. Declaration of the preparar other than personal representative is based on all information of whit h prsparer has any knowledge. Side 1 L t o^^i I ^^ t o^^i i ^^ J PLEASE USE ORIGINAL FORM ONLY Rev-1 soo lx Decedern's Social Security Number 160 07 3013 Decedern's Name: Josephine M. Weiss RECAPITULATION 153,161.64 1. Real estate (Schedule A) .......... • .............................. 1. 2. Stocks andBonds(ScheduleB) ..............•••••••••••••••••••••• 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • • • • • • 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) . • • . • • • • • • • • • • • • • • • • • • • • • 4. 0'00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 1,125.00 8. Jointly Owned Property (Schedule F) O Separate Billing Requested • ~ • • • • 8. O.OO 7. Inter-Vlvos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested .... • • 7. 3 879.93 8. Total Gross Assets (total Lines 1 through 7) ............................ 8. 158,166.57 9. Funeral Expenses and Administrative Costs (Schedule H) • . • • • • • • • • • • • • • • • • 9. 21, 996.10 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ • 10. 785.19 11. Total Deductions (total Lines 9 and 10) • ............................. 11. 22,781.29 12. 13. 1 a, Net Value of Estate(LineBminusLinell).•••.••••••••••••••••• Charitable and Govemmernal eequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) • • • • • • • • • • • • • • • • Net Value Subject to Tax (Line 12 minus Line 13) ................ ••••••• • • • • • • • ....... . 13. 14. 0.00 135,385.28 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 0 00 00 0 (a)(1.2) X .00 . 1 s, . 18. Amount of Line 1a taxable 135 385.28 16 092.34 6 , at lineal rate X .045 . , 17. Amount of Line 1a taxable 00 0 0'00 at sibling rate x .12 ' 17• 18. Amourn of Line 1a taxable 0 00 0'00 at collateral rate x .1s . 1e 6,092.34 19. TAX DUE ............................................. ....... 19. 135,385.28 12 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ti Side 2 I D ^^i ^^^ I D ^^i ^^^ Rev-1500 EX Page 3 Fle Number 21 09 00718 D CEDE N E Jose hine M. Weiss STREET ADDRESS 14 Ardmore Circle CITY STATE 21P New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credlts/Paymerns A. Prior Payments 7,572.07 B. Discount 0.00 Total Credits (A + B) 3. Irnerest 4. If Line 2 is greater than Line 1 + Line 3, ender the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Une 20 to request a refund. 5. It Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 6.092.34 (2) 7,572.07 (3) 0.00 (a) 1,479.73 (5) Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedern make a transfer and: Yes No a retain the use or income of the propertytranslemed;••••••••••••••••••••••••••••••••~•••• ^ b. retain the right to designate who shall use the property transferred or its income; . • • . • . • • • . • • • .. • ^ c. retain a reversionary interest; or ................................................... ^ d. receive the promise for life of either payments, benefits or care? ........................... ^ 2. If death occurred after December 12, 1982, did decedern transfer property within one year of death without receivingadaquffieconsiderffiion? •.••••••••••••••••••••••••••••••••••••• ® ^ 3. Did decedern own an '1n trust for" orpayable-upon-death bank account or security ffi his or her death? • • ^ a. Did decedent own an individual retirement accourn, annuity, or other non-probate property, which contains a beneficiary designation? ............................................. ^ 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, 189a 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. Sect. 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. Sect. 9116(a)(1.1)(ii)]. The statue 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 beneffelary. For dates of death on or after July 1, 2000: • The tax rffie Imposed on the net value of transfers from a deceased child 21 years of age or younger ffi 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. Sect. 9116(a)(1.2)]. • The tax rffie imposed on the net value of transfers to or for the use of the decedent's lineal beneflciades is 4.5 percent, except as noted in 72 P.S. Sect. 9116(1.2) [72 P.S. Sect. 9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedern's siblings is 12 peroern [72 P.S. Sect. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has ffi least one parent in common with the decedent, whether by blood or adoption. REV -1502 EXt (01-10J ~ Pennsylvania SCHEDULE A OEV~PTMENi OF REVENVE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Josephine M. Weiss 21 09 00718 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is tlefinad as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to huy orsell, both having reasonable knowledge of the relevant facts. Real property that is 'ointly-owned with ri htof survivorship must be dicclosed on Schedule F, Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedern's interest if owned as tenarn in common. VALUE AT DATE ,.,~ ia.cco nFRt^.RIPTInN OF D64TH 1 Residential Real Property Commonly Known As 153,161.64 14 Ardmore Circle, New Cumberland, Cumberland County, Pennsylvania Deed Book 617 Page 512 Net Sale Value TOTAL (Also erner on Une 1, Recapitulation.) ~ 153,161.64 If more space is needed, insert additional sheets of the same size. REV-1508 EX+(e-88) COMMONWEALTH OP PENNSYLVANIA INHERITANCE TAX RETURN RESID ENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Josephine M. Weiss 21 09 00718 Include the proceeds of litigation and the date the proceeds wen; received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insen additional sheets of the same size) REV-1610 EX+(OB-09) ~ Pennsylvania pEPARTMENT OF REVENUE INH ERITANCE TAX RETURN RESID ENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Josephine M. Weiss 21 09 00718 This schedule must he completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDENAMEOFTRANSFEREE,RELATIONBHIPTODECEDENT6 DATEOFTRANSFER.ATTACHCOPVOFDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET %OFOECD'S INTEREST IXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Members 1st Federal Credit Union 691.75 100 691.75 Member Account No. 335551 Checking Account 2 Members 1st Federal Credit Union 3,183.18 100 3,183.18 Member Account No. 335551 Money Management Account 3 Members 1st Federal Credit Union 5.00 100 5.00 Member Account No. 5751 Savings Account TOTAL (Also erner on Line 7, Recapitulation) I 3,879.93 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-OB) pennsytvania OF.PAR7RENT OE NEVENVE INHERITANCE TAX RETURN RE6ID ENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Josephine M. Weiss 21 09 00718 DecedenYS debts must ba reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Dodge City USA -Funeral Reception 613.24 2 Auer Cremation Servcies Of Pennsylvania, Inc. -Funeral Services Not Covered By Prepayment B. ADMINISTRATIVE COSTS: ~. Personal Representative Commissions: Name(s) of Personal Represernative(sQeborah J. Krick Street Address 1209 East Powderhorn Road Qty Mechancisburg State PA Z;p 17050 Year(s) Commission Paid: 2010 2. ~ Attorney Fees 242.77 7,300.00 4,250.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address Gty State Zip Relationship of Claimant to Decedent 4. Probate Fees: 260.00 5. Accountant Fees: 6. Tax Return Preparer Fees: See schedule attached 9,330.09 TOTAL (Also enter on Line 9, Recapitulation) 21,996.10 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: Josephine M. Weiss 21 09 00718 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 New Cumberland Borough 445.68 - Sewer and Trash Trash -July, August, September 2009 $42.60 Trash - Ocotober, November December 2009 $42.60 Trash -January, February, March 2010 - $42.60 Trash -April, May, June 2010 - $40.53 Sewer -July, August, September 2009 - $58.95 Sewer -October, November, December 2009 - $58.95 Sewer- January, February, March 2010 - $61.90 Sewer -April, May, June 2010 $58.95 Trash -July, August, September 2010 $38.60 8 PP&L -Electric Service To Residence 811.29 09/19/09 $135.30 10/22/09 $104.37 11 /20/09 $ 83.19 12/20/09 $ 54.81 01/21/10 $ 35.37 02/22/10 $ 30.46 03/27/10 $ 30.73 04/20/10 $ 20.63 05/13/10 $ 22.60 06/27/10 $ 26.27 07/26/10 $ 82.66 08/21/10 $ 67.88 09/10/10 $ 65.19 10/13/10 $ 51.83 9 Pennsylvania American Water 296.01 - Water Service To Residence 09/19/09 $ 30.86 10/22/09 $ 18.75 11/14/09 $ 18.93 12/19/09 $ 18.26 01/21/10 $ 18.50 02/22/10 $ 18.56 03/18/10 $ 18.56 04/20/10 $ 19.35 05/13/10 $ 18.61 06/09/10 $ 19.41 07/20/10 $ 24.98 08/21/10 $ 25.88 09/10/10 $ 25.88 10/13/10 $ 19.48 TOTAL. (Carry forward to main schedule) ...... 1,552.98 Page 3 Estate of: Josephine M. Weiss 21 09 00718 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 10 Nancy Mc Collum 485.00 - Lawn Maintenance (i.e., weeding, trimming and pruning) 11 Doug Krick 285.00 Snow Removal 12/19/09 $ 30.00 02/04/10 $ 30.00 02/07/10 $ 75.00 02/10/10 $ 75.00 02/11/10 $ 75.00 12 Target 67.25 Cleaning Supplies 08/12/09 $ 52.45 08/21 /08 $ 14.80 13 Ace Hardware 120.28 - Lawn Maintenance Supplies 14 Mark McCauslin 1,310.00 HMT Lawn Care -Mowing August 2009 $168.00 -September 2009 $168.00 -Ocotber 2009 $218.00 -November 2009 $ 84.00 March 31 & April 20 10 $210.00 May 2010 $168.00 June 2010 $210.00 July 2010 $ 84.00 15 Lowe's -Lawn Maintenance 10.58 16 Lowe's 237.27 - Painting and Painting Supplies 08/03/09 $ 125.81 08/04/09 $ 58.20 08/05/09 $ 48.72 08/22/09 $ 4.54 17 Walmart 53.23 - Painting Supplies 18 Joe KnoW'$ Handyman Services 550.00 TOTAL. (Garry forward to main schedule) ...... 3,118.61 Page 4 Estate of: Josephine M. Weiss 21 09 00718 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 19 The Home Depot 353.46 20 Thomas J. Viani 350.00 - Painting Residence 21 Lori Johnston -Cleaning Services 600.00 September, November, January $510.00 June 15, 2010 $30 August 12, 2010 $60 22 Doug Krick -Carpet Removal $300.00 715.00 Mowing July, August, and September $175.00 Trimming, weekding, eding beds, and mulching $240.00 23 Sadler Oil Company 793.64 - Fuel Oil Residence 12/30/09 $260.94 02/11/10 $261.72 03/28/10 $270.98 24 The New C.W. Fritz Company 490.16 - HVAC Repairs 25 J. B. Reynolds Tile and Remodeling 475.00 26 The Cincinnati Insurance Companies - Hoemowners Policy 538.00 27 Cumberland County Register Of Wills 72.00 Miscellaneous Fees: Will $15.00 Automation Fee $ 5.00 JCP Fee $10.00 Short Certificates $12.00 PA Inheritance Tax Return $15.00 Inventory $15.00 28 Cumberland Law Journal -Legal Advertisement 75.00 29 The Sentinel -Legal Advertisement 166.30 30 Keefer Wood Allen & Rahal, LLP 29.94 Miscellaneous Disbursements Postage $14.62 Copies $ 7.32 TOTAL. (Carry forward to main schedule) ...... 4,658.50 Page 5 Estate of: Josephine M. Weiss 21 09 00718 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 30 Short Certificates $8.00 TOTAL. (Carry forward to main schedule) ...... 0.00 REV-1612 EX~(12-De) ~ pennsylvania DF.PAPTMFNT OE REVENUE INHERITANCE TAX RETURN RESIDENTDECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Josephine M. Weiss 21 09 00718 Report debts Incurred by decedent pNor to death that remained unpaid at the date of d~th, Including unrelmburoed medlcai expenses. ITC~A VALUE AT DATE 1 New Cumberland Borough 58.98 - Sewer 2 ~ PPB~L -Electric Service To Residence ~ 110.24 3 Pennsylvania American Water I 18.04 - Water Service To Residence 4 I Mark McCauslin 210.00 HMT Lawn Care 5 Griswald Special Care -Medical Expense 149.50 6 Verizon -Telephone Service To Residence 34.73 7 ~ Comcast -Cable Installation ~ 27.70 8 ~ Keefer Wood Allen & Rahal, LLP -Legal Services ~ 176.00 TOTAL (Also enter on lane f 0, Recapitulation) I 785.19 If more space is needed, insert additional sheets of the same size. -+ REV-1613 EX+101-70) i pennsylvania SCHEDULE J OEV~RTMENT OF gEVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: I~~oF,l,lnp nn waicc 21 09 00718 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY Do Not List Trus s OF ESTATE z TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2).] Deborah J. Krick Daughter 95,933.fi7 1209 East Powderhorn Road Mechanicsburg, PA 17050 Robert J. Weiss Son 39,451.61 64291 East Cannon Shadow Lane Tucson, AZ ENTER DOLLAR AMOUNTS FOR DI6TRIBUTIONS SHOWN ABOVE ON LIN E51b THROUG H 780E REV-1600 COVER SH EET, AS APPROPRIATE. ii NON-TAXABLE DISTRIBUTIONS: 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. If more space Is needed, use additional sheets of paper of the same size. J ~~ ~ ~ o0 5 ~ ~ `c~ N ao 0 N .- LL ~ O O r • • ~a S ~~ ~o ~~ ~a ~n _ ~ °~ ~~ z~ cM0 .~ ~~ ~, ~3 w~ d '~ m ~ ~~ m ~~ 0 H 0 ~a ~, N v~~ ~m ~~~ U ~o '~ ° ~ ~'" ~ o .~ .a U ~ UOU ROBERT L. WELDON EUGENE E. PEPINSKY, JR. JOHN M. ENDS ~ GARY E. FRENCH BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L. 6ROSE R. SCOTT SHEARER ELYSE E. ROOERS CRAIG A. LONOYEAR JOHN A. FEICHTEL STEPHANIE KLEINFELTER DONALD M. LEWIS ~ TODD F. TRUNTZ LAUREN S. WELDON Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of J Dear Glenda: October 15, 2010 M. Weiss, Deceased I have enclosed for filing two (2) original Pennsylvania Inheritance Tax Returns and an Inventory. I have also enclosed a $30 check in payment of your filing fees. Please date stamp and return the enclosed signed copies of the Inheritance Tax Return and Inventory for my records. Thank you in advance for your assistance in this matter. Very truly yours, KEEPER WOOD ALLEN &RAHAL, LLP By. ~'L 0 I Stephanie Kle>.nfelter SK/waw Enclosures cc: Deborah J. Krick, Executrix (w/o enclosures) -a q ~ ~~ c~ ° cy ~:,, ~-, ' , ~ r- Z,p~ ~ n ,~: ~ s ~-> --- ,~ U G~ ~.~ rs . . KEEPER WOOD ALLEN & RAHA{L, LLP ATTORNEYS AT LAW ESTABLISHED IN 1876 635 NORTH 12TM STREET, SUITE 400 LEMOYNE, PA 17043 PHONE 717-612-5800 FAX 717-612-5805 EIN NO. 23.0716135 www.kesferwood.com OF COUNSEL: N. DAVID RAHAL SAMUEL C. HARRY CHARLES W. RUBENDALL II HARRISBURG OFFICE: 210 WALNUT STREET HARRISBURG, PA 17101 PHONE 717-255-8000 (717> sol-77ss Fax: (717) 612-5805 E-mail: BkleinfelterCa3keeferwood.com