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Home My WebLink About12-06-10 County Code Year File Number ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 201-03-1163 12/04/2009 12/28/1919 Decedent's Last Name Suffix Decedent's First Name MI LAIRD ' 'WALTER A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI LAIRD EVA M __ _ _; __ Spouse's Social Security Number - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ _ _ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 4. Limited Estate O 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received O 2. Supplemental Retum O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name __ Daytime Telephone Number _ RONALD M LAIRD EX ' (717) 480-7545,. o ', . .,, _ ~ REGISTER O USE O ~~ '~~ 1.71 n ~ ~;-. %v~ First line of address _ _ _ __ _ _ _ ~ C!3 ~ ?~ Q1 ~ r. . =' ; :~ 7815 CARLISLE ROAD ~0 C _ ___ _ ~ ~ ~ ~ Second line of address ~ __.. .~:. - ~ ~ ~ y0 St t ZIP C d DATE FILED , ~ - ` City or Post Office a e o e WELLSVILLE ' PA 17365 Correspondent's a-mail address: 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 a te. Ded ation of preparer of than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE O .~E N RE FO F f3ETURyf DATC7 7815 CARLISLE ROAD WELLSVILLE PA 17365 OF 1)~6 S BALTIMORE STREET DILLSBURG PA 17019 ~-/ Y ~ PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J REV-1500 ex `°s_1°' ~ PA Department of Revenue Pennsylvania 1505610101 Bureau of Individual Taxes Po BOxz8o6o1 INHERITANCE TAX RETURN Harrisburg, PA 1.7128-o6oi RESIDENT DECEDENT REV-1500 EX Decedent's Name: WALTER A LAIRD Decedent's Social Security Number 201-03-1163 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 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. 10,808.32 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 15,591.17 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Propeity (Schedule G) O Separate Billing Requested........ 7. ( g ) ............................. 8. Total Gross Assets total Lines 1 throw h 7 8. ; 26,399.49 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 695.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. ', 695.00 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 25,704.49 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. J ( ) ........................ 14. Net Value Sub'ect to Tax Line 12 minus Line 13 14. 25,704.49 TAX CALCULATION -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 .0 0 15,591.17 ' 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 10,113.32 ' 1g. 17. Amount of Line 14 taxable °- at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ....................................................... ..19.. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610105 0.00 ......455.10 455.10 O Side 2 1505610105 1505610105 REV-1500 EX Page 3 rlararlpnt'c C:mm~lete Address: File Number DECEDENT'S NAME WALTER A LAIRD STREET ADDRESS C/O RONALD M LAIRD EX 7815 CARLISLE ROAD cIWELLSVILLE STATEPA ZIP17365 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. 455.10 455.10 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 properly transferred or its income : ...................................... ...... ^ ^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ ^ ^ ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death 2 . 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? ....... ....... ^ ^ Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . 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, 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)j. 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 imposed on the net 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) [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 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. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER WALTER A LAIRD 21-100885 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) - REV-iSog EX+ (oi-io) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: WALTER A LAIRD 21-100885 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR ]DINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTTRJTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET °k OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST i. A. PNC CERTIFICATE OF DEPOSIT #31800261298 10,281.01 50 5,140.51 2 A PNC CERTIFICATE OF DEPOSIT #31600321810 10,450.65 50 5,225.33 3 A PNC CERTIFICATE OF DEPOSIT #31500321880 10,450.65 50 5,225.33 TOTAL (Also enter on Line 6, Recapitulation) I $ 15,591.17 If more space is needed, use additional sheets of paper of the same size. If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. REV-1511 EX+ (10-Q9) Vii;, pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: ESTATE OF FILE NUMBER WALTER A LAIRD 21-100885 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' SENTINEL 145.00 2 CUMBERLAND COUNTY LAW JOURNAL 75.00 3 HOLLINGER FUNERAL HOME 400.00 B. 1. 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS State ZIP Street Address 4. 5. 6. 7. Ciry State _ Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: ZIP 75.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 695.00 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (O1-10) Pennsylvania SCHEDULE ] DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WALTER A LAIRD 21-100885 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 (Include outright spousal distributions and transfers under Sec, 9116 (a) (1.2).] 1. RONALD M LAIRD 7815 CARLISLE ROAD WELLSVILLE PA 17365 SON 5056.66 2 I CYNTHIA SMALLEN 210 VALLEY LANE HUMMELSTOWN PA I DAUGHTER ENTER 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 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. 5056.66 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. 4 O f7 O V O W o~ rn~~ Nw ~,...,