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Home My WebLink About01-27-11 (3)1,505610140 REV-1500 ~` `°'~'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year Fife Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 0 1 0 0 1 0 1 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 2 2 0 0 8 5 8 0 9 3 0 2 0 1 0 0 3 2 6 1 9 2 3 Decedent's Last Name Suffix Decedent's First Name MI B A I R A N N E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Ml 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 ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~] 4a. Future Interest Compromise {date of [~ 5. Federal Estate Tax Return Required death after 12-12-82) 0 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O} CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND coNFIDEN i tAL r Ax INrvFtnnA I Ivn snuut_u tct urrct~ i to ~ u: Name Daytime Telephone Number C H A R L E S E P E T R I E 7 1 7 5 6 1 1 9 3 9 ~ _ _ "~_ _ __ -s~ REGISTEILLS USE tyNLY -~r^ ;rte t.~ t ~ .'t. ~`~ ~' _ ' --' .~:._ First line of address ' ::~ i-n ~°~~ ~`~ ~ --_9 3 5 2 8 B R f S B A N S T R E E T ~ ~~ Second line of address _-._, ~°' '~ "T`i .~ _ , City or Post Office State ZIP Code __ BATE FILED H A R R I S B U R G P A 1 7 1 1 1 Correspondent's a-mail address: PetrieLaw OL.com 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 and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILit~G RETURN DATE 1/14/2011 AD ESS 602 EAST BROA WAY BEL AIR MD 21014 SIGNAT RE PREP ER OTH NAN REPRESENTATIVE DATE ~~.,~~ 1/14/2011 ADDRESS 3528 BRISBAN STREET HARRISBURG PA 17111 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1,5056],0140 J 15D561024D REV-1500 EX Decedent`s Social Security Number Decedent's Name: ANN E. BAI R 2 0 2 2 0 0 8 5 8 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. • 2 3 2 6 0 $ 1 2 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. • 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested .... ... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 2 3 2 6 0 8 . 1 2 9. Funeral Expenses and Administrative Costs (Schedule H) ............... ... 9. 3 1 6 5 . 7 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .......... ... 10. 1 6 8 . 4 6 11. Total Deductions (total Lines 9 and 10} ............................ ... 11. 3 3 3 4 1 6 12. Net Value of Estate (Line 8 minus Line 11) ........................ .... 12• 2 2 9 2 7 3 . 9 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. .... 13. • 14. Net Value Subject to Tax (Line 12 minus Line 13} .................. .... 14. 2 2 9 2 7 3 . 9 6 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 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 2 2 9 2 7 3. 9 6 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 1 g. 19. TAX DUE .................. ............................. ..... ..19- 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 1 0 3 1 7. 3 3 0. 0 0 0. 0 0 1 0 3 1 7. 3 3 Side 2 ],505610240 ],505610240 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 20 10 01010 DECEDENTS NAME ANN E. BAIR STREET ADDRESS 5225 WILSON LANE, STE 330 CITY MECHANICSBURG STATE ZIP PA 17055 Tax Payments and Credits: ~• Tax Due (Page 2, tine 19) (1) 10,317.33 2. CreditslPayments A. Prior Payments B. Discount Total Credits (A + B) (2) 0.00 3. Interest (3) 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. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 10, 317.33 Make check payable to: REGISTER OF WILLS, AGENT 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 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 decedent transfer property within one year of death without receiving adequate consideration? .................................................................................. ..... ^ 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her death? ... ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................. ..... ^ 0 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 #or the use of the surviving spouse 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 j72 P.S. §9116 (a) (1.1) (ii)). 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 an 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)J. Asibling is defined, undE 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} SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ANN E. BAIR 20 10 01010 Indude 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MEMBERS FIRST FEDERAL CREDIT UNION SHARES 99,228.12 2. ~ BETHANY VILLAGE REFUND ~ 133,380.00 TOTAL (Also enter on line 5, Recapitalation)' S 232,608.12 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-08} pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OE FILE NUMBER ANN E. BAIR _ _20 10 01010 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. FUNERAL HOME 187.16 2. CEMETERY 1,495.00 3. MEAL AFTER FUNERAL 360.04 B. 2. 3. 4. 5 6 7. City State ZIP ADMINISTRATIVE COSTS: Personal Representative Commissions: name(s) of Personal Representative(s) Street Address Year(s) Commission Paid: Atxorsey Fees: C~iARLES E. PETRIE Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Rehsm Prepaser Fees: ZIP 750.00 373.50 TOTAL (Also enter on Line 9, Recapitulation) l ~ 3,165.70 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE( DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS -- ESTATE Of FILE NUMBER ANN E. BAIR 20 10 01010 Report debts incuned by the decedent prior to death that remained unpaid at the date of death, including unreimbun3ed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. BETHANY VILLAGE 1.94 2. (CONTINUING CARE PHARMACY I 166.52 TOTAL (Also enter on Line 10, Recapitulation) I ~ 168.46 If mare space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFiCiARtES ESTATE OF: FILE NUMBER: ANN E. BAIR 20 10 01010 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 pndude ouuttnngght spousal distributions and transfers under Sec. 91't6 (a) (1.2j.) 1. SHELDON BAIR Lineal 229,273.96 620 EAST BROADWAY BEL AIR, MD 21014 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. ~j, 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 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I S If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT I, ANN E. BAIR, of 302 Fishburn Street, Harrisburg, County of Dauphin, Pennsylvania, do hereby make, publish, and declare this to be my LAST WILL AND TESTAMENT, revoking any and all prior wills and codicils, in manner following, that is to say, FIRST, that I direct that my Personal Representative shall pay all of my just debts and funeral expenses as soon as this shall be practicable. SECOND, that I give, devise, and bequeath all of my property, real, personal, and mixed, to my husband, LOWELL S. BAIR. THIRD, that if my husband has predeceased me, or has failed to survive me for a period of at least ninety (90) days, or if our deaths should occur in such a manner that it cannot be determined which of us has predeceased. the other, then I give, devise, and bequeath all of my property, real, personal, and mixed, to my son, SHELDON E. BAIR. FOURTH, that if my son has predeceased me or has failed to survive me '~J for a period of at least ninety (90) days, then I give, devise and bec~z~th alhf __ ii '- ~ ; -:L C7 c~ my property, real, personal and mixed to be divided as follows: ~-~ '"> ~ r~ ~' - - - ..c~ ~ -1 C7l _ a. I give, devise, and bequeath one-half (1 / 2) of my n~~.`; ~~ x~ . -- `~ ~~ distributable estate to my husband's daughter, TAMARA BAIR. z. --~ ~ ~ - ~ , b. I give, devise, and bequeath the remaining one-half (1 / 2) of my net distributable estate to be divided equally between my grandson, ZACHARY BAIR, and my granddaughter, MORGAN BAIR. FIFTH, that I hereby appoint my husband, LOWELL S. BAIR, as the Executor of my Estate. If he is unable or unwilling to perform in this capacity, then I appoint my son, SHELDON E. BAIR, as the Executor of my estate. If my son is unable or unwilling to perform in this capacity, then I appoint TAMARA BAIR as the Executrix. I direct that my Personal Representative shall not be required to post bond in this or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 27~' day of August, 2003. ANN E. BAIR ~. ~~ WI ESS WITNESS ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN I, ANN E. BAIR, testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by ANN E. BAIR, the testatrix, this 27~ day of August, 2003. C~.,~ ~ ,~~~~ ANN E. ;BAIR l ~~ ;- ',hI+~TARY BLIC ,. .. _ .. Notarial Seal Ping BOro pates Public MY Commission Expires Jan. 27, 5 Member, Pennsylvania Assoaation of Notaries AFFIDAVIT WE, CHARLES E. PETRIE and LOWELL S. BAIR, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testatrix sign and execute the instrument as her Last Will and Testament; that ANN E. BAIR signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by CHARLES E. PETRIE and LOWELL S. BAIR, witnesses, this 27~ day of August, 2003. r, i '~ ~ / i i ~~ IT ESS ~~~'~~.~ WITNESS ,~ . , ,t ~,k~TOTAR UBLIC Notarial Seal Paxtsng eoro Daupf~ Put~tic My C~a~nmis~or- Expires Jan. 27~ Member, Pennsylvania Association of Notaries