Loading...
HomeMy WebLinkAbout12-14-10 (2)1505610101 Q~~~• ~~0 EX(oi-io) OFPICIALtiBE NL PA Department of Revenue P~ County Code Y r File Number Bureau of Individual Taxes ~"`~pM~` Po Box 2f3o6o1 INHERITANCE TAX RETURN Harrisburg, PA 17t2t?-o6oi RESIDENT .DECEDENT ~1 i;ZQ '. ©° s Z $~ - _ T ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death MMDDYYYY Date of Birth hNdDDYYYY'I 407-G4-9617 03/27/2010 11 /21 /1924 ~I Decedent's Last Name Sufllx Decedent's First Nama I, Mf Barton Lela T (M Appiicahle) Enter Surviving Spouse`s Mfomtation Below Spouse's Last Name SufFix Spouse's First Name ' MI Spouse's Soaal Security Number THIS RETtlRH MUST BE FILED t>v DUPLICATE THE REGISTER OF WILLS FILL IN APPROPRIATE OPALS BELOW ' m 1.Original Return O 2. Supplemental Return O 3. Remaind F~etum (date of death prior to 1 -1 ) I O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Tax Relum Required death after 12-12-f32) (~ t3. Decederrt flied Testate O 7. Deoedant Mairtteined a Living Trust 4 8. Total t~eri of Safe Deposit Boxes lees..`. r of Wily leHar!h f:nnv of Tn~9t1 O 9. L'digation Proceeds Received O 10. Spousal Poverty Credit (date of d~th O 11. Election between 12-31-91 arxt 1-1-95) {Attach under Sec. 9113(A) ) CORt1E~01~OFJlT - TINS lIECTION MUST BE COMPLETED. ALL CtblRESPOtIDENCE AND CONPIDENTULL TAX INFORMATION 8E DIRECTED TO: Name Daytime Tale rte~ Number Ruth B. Collins (717) 243-7 m ~,. w REf318 U8E ~^ First line of address .C' 207 S. Orange Street . Second line of address = ~ -- _ ..., ~7 Ril.. n~ Cnc! I'Nn..n _ .~'fafo.. 71P CnAa A FILED ~~ Carlisle PA 17013-3588 Correspondsrtt's eanail addr+ees: rutti.collin mt~ar mail.com under psndtles of perplry,l sedan ~ t have examined this rotlm, indudlnp aocornparryUg schedules and statemelds, end fo the rfiy 1maeAedge and Cleffef, it >s true, and complab. Dedaratlon ~ propels` other than the pslsonal rspreaerNaWe is based on aN Infonnatlon of vvtYch has any krawledge. D 207 S. Orange Street, Cafiisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE I DATE ADDRESS i `LEASE UsE ORDINAL FORM ONLY i Side 1 L 150561D101 15D56101C~1 J (, ' 150561D1D5 REV 1500 EX Decedent`s) SoFial Security Number Ueoeaenfs Name: Barton, Lela T. :407-64-6 17 RECAPrruuTloN 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation. Partnership orSole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Misoeianeous Personal Properly (Schedule E)....... 5. 25,456.25 8. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 53,557.53 T. Inter-Yvos Transfers & Misceganeous Non-Probate Property R t d Rili O S t 7 ' 28 235 26 ........ ng eques e epara e . (schedule G) . . , 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 107,248.04 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 13,725.68 10. Deists of Decedent, Mortgage Liabilities, and liens (Schedule I) .............. 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 13,725.68 12. Net Valw of Estate (Line 8 minus Line 11) .............................. 12. 93,523.36 13. Charitable and GovemmeMal Bequests/5ec 9113 Trusts for which _ _ _ an election to tax has not been made (Schedule J) ................ . ....... 13. 14. Net Valor Sablaet to Tax (Line 12 minus Line 13) ................... . .... 14. ' 88,$23.36 TAX CALCULATION-SEE INt3TRUCTItN18 Ft~t APPLICA9LE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 16. Amount of Line 14 taxable _ ' at lineal rate x .0 4 Z 93,523.36 1s, ; 4,208.55 ' 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. 4,208.65; 20. FILL IN THE OVAL. IF YOU ARE REQUEBTiNG A REFUND OF AN OVERPAYMENT Side 2 150561D1D5 150561 O ~~ J ' REV 1500 Ex Page 3 Decedent's ComWete Address: FNs NumWr DECED TS NAME Lela T. Barton STREETADDRESS % Ruth B. Collins 207 S. Orange Street sTArE Z~ Carlisle PA 17013-3588 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. l:reditslPayments A. Prior Payments B. Discount 3. Interest 3,857.05 203.00 4. N Line 2 is greater than line 1 + Line 3, enter the ditferenos. This is the OVERPAYMENT. FiN M oval on Pty 2, llne ZO to request a relurrd. 5. If tine 1 + Line 3 is greater ttran Line 2, enter the di6er~ce. This is the TAX DUE. Total Credits (A+ B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. ~ PLEASE ANSWER T'F~ fOLLOYVING QUESTIONS BY PLACING AN "X" IN TWE APPR 1. Did decedent make a transfer and: a. retain tare use or irwome of the property transferred :.......................................................................................... b. retain the right to designate who shall use the property transferred or its income : ............................................ c. retain a naversionary interest; or .......................................................................................................................... d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. tf death ooouned after Dec. 12, 1982, did decedent transfer property within one year of death wiltrout receiving adequate consideration? .............................................................................................................. 3. Did decedent own an "in trust for' orpayable-upon-death bank mount or security at his or her d~th? .............. 4. Did decadent own an individual retirement account, annuity or other non-probate properly, which contains a benefiaary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FIL' For dates of death on or after July 1,1994, and before Jan. 1, 1995, ifre tax rate imposed on the net value of transfers to or 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 o [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse fr~n tax, and the statutory requ filing a tax velum are stilt applicable even if the sunmring spouse is the only benefidary. For dates of death on or after Julyi, 2000: • The. tax rate imposed on the net value of transfers fran a deceased child 21 years of age or younger at death to c 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 benefidaries i 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value ~ transfers to or for the use ~ the decedent's siblings is 12 percent [72 P:S. §91 Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. DRRIATE BLOCKS 4,208.55 4,060.05 148.50 Y No D 0 ^ a 0 ^ m AS PART OF THE RETURN. tie use of the surviving spouse is the surviving spouse is 0 percent Nrlants for disdosure of assets and for! the use of a natural parent, an percent, except as noted in .3}]. A sibling is defined, under ntv-i sues t~+ to-yts) ~~~V~~ COMMONWEALTH OF PENNSYLVANIA ~~~ ~~ ~~.~5~ & ~+~• INHERITANCE TAX RETURN ~R~~L ~O ', RESIDENT DECEDENT ESTATE OF FILE NU~ER Lela T. Barton ~ i 2110-0528 t Include the proceeds of litigation and the date the proceeds wero roceived by the estate. ~ ProP~Y Id~Y~b rrirh riOht ~ wrvlvorship mmat be dlaebwd ai tiohMuN F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Reftlrtdable entrants fee from Chapel Pointe, Car~sle, PA 23, 750.00 2 Refund on regular Fleaph Center acxotrnt, Chapel Poirtte, Car~sle, PA 1,206.25 3 Pennsylvania 2009 Rertt Rebate due I 'i I i I i ~~ i I it i i , 500.00 TOTAL (Also enter on line 5, Recapitulation) S' 25,456.25 p~ nw~e spa~z is neeaea, insert aaamone~ sneers or me same size) REV-i$09 EX+ (pi-io) pennsytvania SCM~d1~LE F DEPARTMENT OF REVENUE ]OINTLY-OWNED PROPERTY INHERITANCE TAX RETURN I RESIDENT DECEDENT ESTATE OF: NUMBER: Le{a T. Barton 21'10-0528 If an asset became ioingy owned within one Year of tfie decedent's date of death, k must be ion SchedWa 6. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Ruth B. Collins 207 S. Orange Street Da~u®hter Carlisle, PA 17013-3588 B. C. ~oiNnv owNEa PROPERnr: ITEM NUMBER LETIEII FDR ]OWT TENANT DATE MADE ]OUYT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCULL INSflMION AND BANK ACCOUNT NUMBER OR SAi1LAR IDENTIFYING NUMBER. ATTACH DEED FOR ~OWTLY HELD REAL ESTATE. DATE OF DEATH VALUE ASSET % ~ D~CEDEPTT$ NTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 10/15!02 Members 1st Federal Credit Union, 223251-000, Savings 100,05i.i3 50 50,025.57 2. A. 01h9/06 Members 1st Federal Credit Union, 223251-0011, Checking 863.59 50 431.80 3. A. t0i15102 Members 1st Federal Credit Union, 223251-0000, Savings 25.00 50 12.50 4. A. 10/15/D2 Sovereign Bank, 1671002242, Checking 6,175.31 50 3,087.66 TOTAL (Also enter on Une 5, Recapitulation) I $ I~ 53,557.53 If more space is needed, use additional sheets of }raper of the same size. REV-1510 EX+ (OS-09) - Pennsylvania SCHEDULE G DEPYtRTAtENT DF REVENUE ~N~'R-y~vps TRANSFERS A1~l~D 1NMERITANCE TAx RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE tJMr~R Lela T. Barton ' 2110-0528 This schedule must be completed and filed i(the answer to any of questlons 1 tfirough 4 on page three of the E V•~500 is yes. ITEM DESCRIPTION OF PROPERTY INCLUDE THE NAME flF THE TRAMSFEREf, TFIEIR RflATIgiSHID TD DECEDEM AND DATE OF DEATH % OF DEC 5 'EXCLUSION TAXABLE NUMBER THE DAZE aF TRANSFER. ATTACH A COPY OF THE GEED FOR REAL ESTATE. VALUE OF ASSET INTE APRl VALUE 1. Members 1st Federal Credit Union, Axl 223251-0015 28,235,26 10 28,235.26 IRA - CD Certificate, Names 4 children as equal benefiaaries TOTAL {Also enter on line 7, Recapitulatlon~ ; ~ 28,235.26 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE U,dER Lela T. Barton 211 X528 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Funeral Home, C~sle, PA ~ 4,831.00 2. Funeral Home, Berea, KY ~ 3,982.00 3. Cemetery Monument, Berea, KY ~ 3,170.00 a. Flowers ', 471.70 5. Transportatlon of Casket tD KY 377.32 s. Ministers 200.00 7. Funeral Refreshments 390.00 B. ADMINISTRATIVE COSTS: I, 1. i Personal Representative Commissions: Name(s) of Personal Representative(s) Sleet Address City State ZIP _ year(s) Commission Paid: ~ 2. Attorney Fees: 3. Family Exemption: (IF decedent's address is not tt-e same as claimant's, attach explanation) III Claimant Street Address City State ZIP ____ ~. I Relationship of Claimant to Decedent a. Probate fees: ~~ 198.50 5. Accountant fees: 6. Tax Return Preparer Fees: ~. Medical expenses paid alter date of death 105.18 .TOTAL (Also enter on Une 9, Recapitula ti n) ~~ , ~ 13,725.6' IF more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE rNHERTrANCE TAI( RETURN BENEFICIARIES REStoENT ofcEOENr ESTATE OF: Lela T. Barton RELATIONSHIP TO DECEDE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not LI>A Tnptea(s) I TAXABLE DISTRIBUTIONS [Include outright spousal distrlbutlons and transfers under Sec. 9116 (a) (1.2).] i. Sean E. Collins, 207 S. Orange St, Carbsle, PA 17013 Grandson 2. Ann Bar6orr Frank~n, 240 Parker St, Car~ksle, PA 17013 Daughter 3. Ruth Barton Collpns, 207 S. Orange St, Carlisle, PA 17013 Daughter' 4. Karen M. Barton, 3712 Hacker Ct, Apt 4, Lexir>gton, KY 40517 Daughter I ~~ i 5. Mark T. Barton, 35 Michael St, Scott Depot, VV1/ 25560 Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE515 THROUGH 18 OF REV-1500 COVER SHEET ASAPPROPR FILE NUMBER: 2110-0528 AMOUNT OR SHARE OF ESTATE it NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SKEET. $10,000 25% 25°r6 25°~ 25% If mare space is needed, use additional sheets of paper of the same size. COMMONWEALTH Of PENNSYLVANIA DEPARTMENT Of REVENUE BUREAU OF INOIVIDUAI TAXES DEPT. 280801 HARRISBURG, PA 17128-0801 RECEIVED FROM: COLLINS RUTH B 207 S. ORANGE STREET CARLISLE, PA 17013 +~ PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 407-64-ss~~ FILE NUMBER: 2110-0528 DECEDENT NAME: BARYON LELA T DATE OF PAYMENT: 06j 24/ 2010 POSTMARK DATE: 06/24/2010 COUNTY: CUMBERLAND DATE OF DEATH: 03/27/2010 REMARKS: SEAL CHECK# 551 TOTAL AMOUNT I INITIALS: DM RECEIVED BY: TAXPAYER REV-1162 EX~11-961 NO. ACN 4SSESSMENT CONTROL NUMBER 'CD 012973 AMOUNT 101 ~ 51, 700.00 'AID: GLENDA EARNER 51,700.00 T ASBAUGH REGISTER OF WIL S ~I COMMONWEAITM OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1~128A601 RECEIVED FROM: COLLINS RUTH B 207 S. ORANGE STREET CARLISLE, PA 17013 ,~ PENNSYLVAN{A INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 407-649617 FILE NUMBER: 2110-0528 DECEDENT NAME: BARYON LELA T DATE OF PAYMENT: 06 j 24/ 2010 POSTMARK DATE: 06/24/2010 COUNTY: CUMBERLAND DATE OF DEATH: 03/ 27 j 2010 REMARKS: SEAL CHECK# 550 TOTAL AMOUNT I INITIALS: DM RECEIVED BY: TAXPAYER REV-1162 EX111-961 NOj. ACN ASSESSMENT CONTROL NUMBER CD 012972 .AMOUNT 10120398 ~ 52,138.59 'AID: GLENDA EARNER 52,138.59 TIRASBAUGH REGISTER OF WIL L .COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 1 7 1 28-0801 RECEIVED FROM: COLLINS RUTH B 207 S. ORANGE STREET CARLISLE, PA 17013 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: SSN: 407-64-9617 FILE NUMBER: 2110-0528 DECEDENT NAME: BARYON LELA T DATE OF PAYMENT: 06/ 24/ 2010 POSTMARK DATE: 06/24/2010 COUNTY: CUMBERLAND DATE OF DEATH: 03/ 27/ 2010 TOTAL AMOUNT REMARKS: CHECK# 549 INITIALS: DM SEAL RECEIVED BY: TAXPAYER REV-1162 EXI11-96) NOI. CD 012971 ACN ~-SSESSMENT CONTROL NUMBER AMOUNT 10120397 ~ S 18.46 SAID: GLENDA EARNER $18.46 1rRASBAUGH REGISTER OF WiL S''. WILL Of LELA T. BARYON I, Lela T. Barton, Cumberland County, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and C©dicils. 1. I direct that all my' just debts, funeral expense , gravemarker and administrative expenses sh II',be paid from my residuary estate as soon as practica la after my death. 2. 1 direct that all inheritance, estate, transfer, su cession and death taxes of any kind whatsoever whic rmay be payable by reason of my death shall be paid ut,of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. 1 leave $10,000.00 dollars to Sean E. B. I leave everything else to be divided eq ally between my children, Ann Barton Frank in Ruth Barton Collins, Karen M. Barton and Ma k T. Barton. C. Should Ruth Barton Collins predecease ~ her share shall go to Sean B. Collins. Shouf dither Ann Barton Franklin, Karen M. Barton, o fvnark T. Barton predecease me their share shah I pse and go to the survivors. 4. I appoint Ruth Barton Collins as Executrix of thi my last Will. If Ruth Barton Collins should predecease ~ or cease to act in such capacity, I appoint Ann Ba ors Franklin as my alternate. 5. The Executrix of this Will shall have the power t~ distribute my estate in kind or in cash, or partly i dither. lAW OFFICES OF ~ -- _~~ - ~PHEN J. NOGG , - ,~_ I i ~ . ~ , . 5. HANOVER STREET SUITE 101 :ARLISLE, PA 11013 6. I direct that no Executrix acting and r this Will shall be required to enter bond in any jurisdi~tic~n. IN WITNESS E F, I have hereunto set my end this ~'rday of ti , 2003. 1 I '~ 1 r ~ Lela T. Barton "-Ir I ~~ ~i ~~ I I ~, I ~~ I '~ ~~ I i i i LAW OFFICES OF I rEP~v J. xoc,G ~ 9 S. HANOVER STREET I SUITE 101 ~ CARLISLE, PA 17013 I it The preceding instrument consisting of this and tw other pages was on the day and date hereof signed, published and de bred by Lela T. Barton, as and for her last Will in the presence of s„ who at her request, in her presence and in the presence of each threr have subscribed our names as witnesses hereto. J ~ C ,_ WI NESS r( ~ WITNESS U1W OFFICES OF EPHEN J. HO(~G S. HANOVER STREET SUITE 101 ~ARIISLE, PA t 7013 ACKNOWLEDGMENT State of Pennsylvania County of Cumberland ss I, Lela T. Barton, the testatrix, whose name is signe to the attached or foregoing instrument, having been duly qualifi d'~according to law, do hereby acknowledge that I signed and executed tf~e instrument as my last Will; that !signed it willingly and as y!free and voluntary act for the purposes therein expressed. .. r' _ '' - jr. Lela T. Barton LAW OFFICES Of PHEP+t J. HOGG MANOVER STREET suiT~ 107 .RUBLE, PA 17013 Ba Sworn to or affirm ~d ack ,~1ay of re me Lela T. .2003. paru~ ~ /~ s~N J. Hoop. HoT~n- vuauc ~. ~ 4AplISLE 8080. CIAI C0. PA aw co~sstoN exams ss~ ~, 2006 tarn Public/ State of Pennsylvania County of Cumberland AFFIDAVIT ss We ~ • '~ nd ~ ISa, . ~, 1~~Y ' ~ witnesses whose names are sig d to the attached or forego instrument, being duly qualified according to law, do depose that we were present and saw the testatrix sign and execute instrument as her last Will; that the testatrix signed willingly executed it as her free and voluntary act for the purposes thl expressed; that each subscribing witness in the hearing and the testatrix signed the Will as a witness; and that to the bes knowledge the testatrix was at that time 18 or more years of sound mind and under no constraint -undue infl ence. orn to or affir d a ,subscribed to before me by this ~ Tday of r -- , 2003. / ~~~ Notary Public/Att e aorAa~ spa. 3tF.PH~N J. }7(X313, ~Ol'AAY f~UBUC CA:.L'sLE 90RC. CUMBERL.s1N7) CO., PA 4iY CC73;+A7?SSbpT7 cX?'ftE$ SE.aT~.A#73.:7~i a, 4C0!{ i ,, 'the rir9g arhd say tttie ~n~! ~r~in si~ht of 0 our ~ge, of tmesses,