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HomeMy WebLinkAbout03-22-11 (2)' 1505610140 REV-'I 500 EX (01-10) OFFICIAL USE ONLY _ PA Department of Revenue --- Bureau of Individual Taxes County Code Year 1=ile Number Po Box 2$osol INHERITANCE TAX RETURN ~ t~~~ ~ ~~ Harrisburg, PA 17128-0601 RESIDENT' DECEDENT ° ~ ~{ ___ -~~ -~ ~ d~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 8 0 0 1 3 1 0 6 ], 2 2 9 2 0 1 0 1 2 c? 0 1 9 1 7 Decedent's Last Name Suffix Decedent's First Name MI P R I C E V I O I_ A ~h (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Nil Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WI1'Fi THE REGISTER GF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~` 3. Remainder Return (date of death prior to 12-13-8?) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return RequirE:d death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ® 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax.~nder Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. q} , GC)RRE$PUNUEN 1 - 11115 StG I TUN MUII tSt GUMYLtI tU. HLL 4UKKtJrvlYUCIV~..C Hnu wwr~ur_w ~ NHL IHn IIYfVR1YU111V1Y Jf7VtJLU DC VIRLV 1 CV ~ v. Name Daytime Telephone Number R O G E R E] I R W I N 7 ], 7 2 4 `~ 2 3 5 5 REGISTER OF WILL;i U.SE C)NLY I First fine of address ; 6 D W E S 'T P O (~ F R E T S T R E E T 1 Second fine of address City or Post Office State ZIP Code ' DATE FILrD C A R L ]: S L. E P A 1 7 0 1 =~ 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 k.noavlESdge 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 am~r knowledge. SI~NI~`11~E~Jr}1QF PERSSON RESPO~I/S;IBLE Fk7ffls ING RETURN 1 {~ATyF , 'yI~( ~ j ~./ ~' ~ / ir(. ' f~ ~ ''~ ~~/~ ~, ~ C ,/'reef ~~, CCC C. L, .~.~~~ ADDRESS 113 FORGE ROAD ~l BOILING SP~;INGS _PA 17007 SIGNATURE PREPARER OTHER THAN j;tEPRESENTATIVE -~~TI= ~~... L , ~~ . ~ ~ "~ '~L~ z ~,r .,~ .t ~._ t~ ADDRESS 6D WEST POM.~RET STREET __ CARLISLE PA 1,'~GIy3 PLEASE USE ORIGINAL FORM ONLY Side 1 15D56.],a14D 150561,01,40 ;~~ a~ J 1,50561,0240 REV-1500 EX Decedent's Social Security Number Decedent's Name: VIOLA M• -PRICE ].~ 8 0 Q 1,~ 3 1, D 6 RECAPITULATION 1. Real Estate (Schedule A) ........ ............................ 1 • 2. Stocks and Bond; (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. ~~ 0 ~~ 6. Jointl Owned Pro ert Schedule F y p y ( ) ^ Separate Billing Requested .... 6. ~ 2 l~ ~ ~~ . 3 ~~ 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. Is r? ~ ~ 5 . 3 ~' 9 Funeral Expenses and Administrative Costs (Schedule H) .......... .... 9. 2 .~ `~ .~ . 8 1, '10. Debts of Decedent Mortgage liabilities, and Liens (Schedule f) .... .... 10. -~ ~{ ~ :~ • 0 0 'I 1 Total Deductions `total Lines 9 and 10) .................... ..... 11. ~ 6 4 4 . 8 1, 12. Net Value of Estate (Line 8 minus Line 11) .................. 12. 8 ~ `j 0 . 5 1, 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. 8 ~r `~ 0 . 5 1, TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Ser, 9116 (a)(1.2) X .0 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 8 7 9 0. 5 I, 16. 1 i. Amount of Line 14 taxable at sibling rate X 12 0 0 0 17. 18. Amount of Line 14 taxable at collaterah rate :K 15 0 . 0 0 ~ g. 19. TAX DUE ......... ... ........................ .. .... . , 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 0 ., 0 D :1 `~ 5 . 5 7 0. 0 0 0. 0 0 J 9 5. 5 ? L 15D5610240 150561024 REV-1500 E=X~ Page 3 Oecedent's Complete Address: t=ile Number 0 0 I DECEDENT'S NAME ~iVIOLA M. PRISE i STREET ADDRESS 'i 11.3 FORGE ROA[3 CITY (BOILING SPRINGS STATE ,ZIP PA ~ 1 T007 Tax Payments and Credits: I Tax Due (Page 2, ! ine 19 2 CreditslPayments A. Prior Payments ~. Discount 13.18 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. If Line 1 + Line 3 is greater thar Line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) (2 (3) (~) (5) Make check payable to: REGISTER GF U1IILLS, AGENT ~____~ 395.57 19.78 0.00 ___~ 375.79 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 : ...................................................................... ^ ~X 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 cocurr~~d after December 12 1982, did decedent transfer property within pane wear ~~~ deat~~~ without receiving adequate consideration? ...................................................................................... ~. 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her death? ........, ^ ^X 4. Did decedent own an individual retirement account, 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, 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 3 percent [72 P.S. X9116 (a) (1.1 ~~ ~)]. For dates of death on or after Jan, i , 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)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for clisclosure 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(x)(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, exc;ei~t as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(x)(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(x)(1,3)]. 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. RFV-15(.19 E.r+ f01-17' pertnsylvania DEPARjI,AE~NT OF 1~EVFNUE INHERIT A.NCE TAX RET'~.1RN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTI~' ESTATE OF: FILE NUMBER: VIOLA M. PR{CE 0 0 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT'S) NAME(S) ADDRESS RELA'TIONSHIP'r0 DECEDENT A. PATRICIA A. GOTTSNALL 113 FORGE ROAD DAUGHTER BOILING SPRINGS, PA 17007 s c JOINTLY-OWNED PROPERTY' ITEM NUMBER LETTER FUR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY IN~LUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SiMiLAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET ~% OF DECEDENT'S INTEEREST DATE OF DEATH 'JALUE OF DECEDENT'S INTEREST 1. A. 03/1998 ORRSTOWN BANK 6,741.49 50. 3,370.75 CERTIFICATE OF DEPOSIT #5060060419 ~?. A. 05!1999 ORRSTOWN BANK 17,317.40 50. 8,658.70 CERTIFICATE OF DEPOSIT #5060062946 ,~. A. 0511999 ORRSTOWN BANK 811.74 50. 405.87 CERTIFICATE OF DEPOSIT #5060062947 I TOTAL (A{so enter on Line 6, Recapitulation) ~ $ ___~ 1 _,435.32 If more space is needed, use additional sheets of paper of the same size. RF_V-1511 Ex-~ f 1 tJ-09; ' ~ pennsylvania DEPAR.l CJtENT OF REVENUE INHERiT?~NCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER VIOLA M. PRICE: 0 0 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. CARLISLE MEMORIAL SERVICE, INC. -INSCRIPTION 185.00 2. BOILING SPRINGS TAVERN -FUNERAL LUNCHEON 411.81 B ADMINISTRAT'VE COSTS: 1. Personal Representative Commissions: Name{s) of Personal Representative(s) Street Address City _ State _ ZIP Year{:;}Commission Paid: 2 Attorney Fees IRWIN & MCKNIGHT, P.C. 1,200.00 3, Family Exempti~m: (If decedents address is not the same as claimant's, attach explanation.) Claim~~nt Street Address City ~ State _ 7_IP Relationship of Claimant to Decedent 4. Probate Fees, 5 Accountant Fees 6. Tax Return Prep~jrer Fees: PATRICIA A. ROSENDALE, CPA 350.00 7. REG1STEk OF WILLS -FILING FEE 15.00 TOTAL (Also enter on Line 9, Recapitulation)) 9-__ 2,161. $1 If more space is needed, use additional sheets of paper of the same size. ___._ REV-1 `.i1' EX+ {12-08} Pennsylvania DEPARTMENT OF R.EVE=NUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER VIOLA M. PRICE 0 0 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimburse~d medical expenses. ITEM VALUE AT DATE NUMBER DESCR{PTION OF DEATH 1. CUMBERLAND GOODWILL FIRE RESCUE EMS -AMBULANCE 1,483.00 TOTAL (Also enter on Line 10, Recapitulation) $ 1f more space is needed, insert additional sheets of the same size. 1.483.00 pennsylvania ~ SCHEDULE J P7EPf~RTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ylnl A M PRICE n n NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) _ AMOUNT OR SNARE OF ESTATE I TAXABLE DISTR,IBlJTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) 1. PATRICIA GOTTSHALL Lineal 8,790.51 113 FORGE ROAD REMAINDER BOILING SPRINGS PA 17007 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 I THROUG!-I 18 OF REV-1500 COVER S . HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: ~i 1. B. CHARITABLE AND ~ OVERNMENTAL 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. .r r. uu ~ r uu~ ~.J.t(1~>~ 1-V W ~1 BANt~ A Tradition of F.xcellc~ Roger B. Irwin, Esq. Irwin & McKnight PC 60 West Pomfret Street West Fomfr. et Professional Building Carlisle, PA 17013 Fax 249-6354 January 13, X111 Re: Estate of Viola M. Price Social Security Number 180-01-3106 Date of Death December 29, 2010 IT IS .F~.ERE.RBY CERTIFIED THAT THE ABOVE NA~ME.D DECEDENT HAI) ~t'HE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: CERT'1FICATES OF DEPOSIT Account No. - Account ape -- Date Opened Joint Account (name/ date) -- Balance - Acerued Interest - 5060060419 6-11 Month Growth 3/24/98 Patricia A. Gottshall 3 / 24 / 98 $6,741.49 $.69 Account 1Vo. -- Account 1~rpe -- Da~e Opened -- Date Closed - Joint Account (name/date) - Balance at' Redemption -- 5060062946 6-11 Month Growth. 5/11/99 9/14/10 Patricia A. Gottshall 5 / 11 / 99 $17,317.40 77 Easy King Street P.(7. Box 250 Shippensburg, PA 17257 ~.888.ORRSTOWN sary~,i~~,r ia~-ir~i~sslaeeera e+evinn r, uu~! uu~ Account No. - Aecount Type Date Opened - Datc Closed - Joint: Account (name/ date) -- Balance a.t Redemption -- 56006294? 6-11 Month Growth 5/11/99 9/14/l~ Patricia A. Gott~Shall 5/ 11/99 X811.74 Be t Regards, ~~~ Vicki L. Gullixon Customer Service Specialist 2. (:~Hf:Cf; ~~ 'I ~~'I i~i:~ DATE 1 J04i 11 "'~~aF.I~E: ~l~ -:~ TIME ~:o~'PNI ~~~r.~~~:t<~:.~~,K~,: I:~l.il~~l_ :i:',sa~l'E i~HECK *~~**~~*~~~ ~; ..._ l:)', rt 1 tt~a I~~ n ~ ~r~t , .A. NI~R EA _ _ ]:1" {: ~'1~3 UI•'tU E: R.:I:1 AM(7U hIT ~ ~, Ei i,~ak:,~~~r Ud/':l~~trr:r 211,00 i,~~~LJf.~~ LIB-E:I~ 1 ~' .,.~0 ~ I . ~,IE:A_ F~ ~~~Ni)~:)IJl:II.E 2'I ,CEO ~{ i,~til~Zl3 ~~/i:H a:~liE:~ 5~ ,CEO ~3 i ~~~AI3C,~l~E:S 72 , C~0 ~r11~~~~1 B ~ ' ;3 ~~'+~iaFf E:T1' Y 111, C~0 ~ ' I~Z 1~I:3 Efa~t 1, i'S ~c;c:{c:~c:~c~;:~c:~k~~~~k~#~Ic;~c~,~~~k c:~;;k~c#~::~:~;k;k;k;k;kak;k;k;k;(c;k;k;{~~~k;k ~'' ...T. ~~9~I4LY~..: 15i . ~3~5 .1.. ~i...f.. ~,,~ L. II:~ ~ _- ~E:: 41 1 . i:3 't _ /r~ ~(~~ ~~ ~~ F ~aUESTS 13 11••1~4P~If( 1'i:1U F )f; ~1-:IhIING 1S AT 1'HE E3i~]:1.,IPvG ~;31~EZINi~.S T ~°~tf~N ! .~, i? 'i. ~.. ~~~ CARLISLE MEMORIAL SERVICE, INC. 41 SOUTH BEDFORD ST CARLISLE, PA 17013 TRT~ 7!1 T!~'G' r i BILL TO: ROGER IRWIN, ATTORNEY 60 W. POMFRET ST CARLISLF_, PA 17013 DATE INVOICE _2/25!11 31-020 ~ TERMS _ TELEPHONE NET 15 DAYS 717.243.5480 ITEM DESCRIPTION ~^ AMOUNT LETTERING FOR VIOLA PRICE. SUPPLY THE YEAR 2011,. 185.00 MONUMENT LOCATED IN MT ZION CEMETERY. LETTERING WILL BE COMPLETED IN THE SPRING SEASON ~ 185.00 TOTAL BALANCE DUE THANK YOLJ FOR ALLOWING US TO SERVE YOU. I' i 1 1 J i i i ~o ~rn ~~ ~D tl ~_ I .Z 0 ~,~ ;m rC ,~ ~Z ~ Q7 ~O i ~ i ~ ~3 v .p ~~ i ~ ~O 'z ~~ ~_ ,~ ,o .c ~~ -~ +D ~~ '3 'rn ',z --i ...~ ..1 ~ ~ O O O O o ~, ~ cu ~ ~ m ~ m -, N w N N O ~o O ~ O C ~ ~ ~l C U1 < O O 0 0 O O 0 O O O j ~ ~ co • c~ o ti: .~. ,... ~ c~ ~• d wq Q" ~_ Q a t'~ S' ~~ ~~., n ~O , ~'' A ....: ~, ~L o ~; mss. ro, c~ ; O. ~, A ~. ~..,: ~~ ~` ~, n cp .... L~ ~ ~ a ~_ ~ Zro 0 -~ 3 ~' 0 3 cn ~? nn~~ r ~ ~ W m rn m o Z ~. ~C "'~ ~ Y ~ ~ ~ i?o a ~ ~. m ~? D m OJ 7 C ~_ -„ (D O ~ v d < a. N rt, r-r ~ O a a ~ ~ ~. 3 ~ ~' ~~ ~ `~ o = o ~. a o A ~, ~ ~ rn a ~~ ~, ~, c 3 ~ a (~ -fl ~ ~ ~ n ,,,,h ro cD ~- o n ~ c~ ~, ~ A ~ ~ ® cn m .fl ~ c ~ co ~ rt ~ O ~ ~ -`_' ~ ~ a. A m a a n c -~ M w N r J ' 0 ~' N 1 ~ ~A ~~ ~~ m `n sv ~, I ;J 0 :. CA tT rn J i .Ia f+ f+ i~ n~ ~x ~ ~~ r~ ~ ~1 n.~ .j c~ ; N+ ~ I I °' ~~ rn ~ :3 3 D rp7 ,~~ cis a n ro Q a` w C r~ ~" '~ L~~_ ~ C, ~ ~ ~~ ro n ~~ ~ ~ ~ x ~ N 3 -~ r ~ m ~~ ~ ~ ~- m a ~ ~. D O .3. f~ r. O ,_ , O "n -~ N rn F' r_~e`~S'e ~'+'.tl"1~~7pc~}IITi817~ ''~C . r' ~~+r ~.~•s„ n ,a;+~ r r '~~ ~ • • ~ ~ ~ Cul~nberfal~~ ~oC~IC~,.,, If Fire Rescue GEMS Billing CIf1`iC;k~ 10-162698 12/14/2010 $1,392.50 ~.Q E;ox 7L%Fa 1Vev~~ ~.u~+berl~~,.,~ ~, ~;-~;~ QUESTIONS AEl;OUI" TNI:hF I3~ L~? Phone: 877-214-6018 Espanol: 866-724-4114 Fax: 717_214-6020 Email: infoC~amFrulaneebillingoffice.com Date of Sewice: '11'26/:Zt. ~ ::~ )6:36 Patient Name: PRICE::, \~`.)iA M. F=rom: CLAREIVI'I;:~~IT NSG & REHAB-CLIMB CTY To: Carlisle R~+~ional Medical Center Please visit our welbsite to provide insurance or make payment, and for additional payment options and frequently asked questions: www,.ambulancebillingoffice.com .~ . _. q _... . _ . . _ __ _ _ ..~. _ .- _ * * * Second Re uest * * * bra order to bill ll~edicare, we need the back of this invoice completed & signed and returned to our office within 10 days. Yor,~ v1i,!1 be responsible for the full balance if you fail to respond. Thank you. `2 T~ 4 " .p. B- e o ° o •e a~• ® ° • ~- a 'o ~Inc•e ~ ~, r ~-rRf i`~'u- 1._ 11/26/10 ALS Ernergenc4~ transport-Lei A0427 1 1,335.00 1,335.00 11126110 Mileage A0425 5 11.50 57.50 - Total ~ - ~ 1, 392.50 O.OC~ 0.00 DETACH AND RETURN BOTTOM PORTION WITH YOUR PAYMENT. ~ >n(e,~G`~p>: rSi~~fXl~nt irt`'['1=11Y p~/htCF~G1Cr:' CfeE~t[ C7Ffl of e~ec:TroF~tc. r{cusrr rraR~.urfc~sr~ raya,.,~c,., ~ - claeck ifi~dactlnn Plea~~ indi=cate your payment choice .below ~; '~ ~_ ~' : ' ~ ~ ~ ~ ~ ~ s and hlt~ in required information If other at'raligem~nts are Cumberland- Goodwill Fire necessary, please ail us at 877=214-6018. r~8SCU8 -EMS 10-162698 '~` $ 1,392.50 V~ DISCOVER' - _-..._ __1----- - •~ '~ Credit Card: D h1ASTERCARD ^ VISA ^ AMERICAN EXPRESS ^ DISCOVER Amount Paid: Card Number Please make any corre~aiorns to address below. Name on Card Expiration Electronic Check Deduction P/ease send a voided check OR provide information below: VIOL/~ M. P R I C E CLAREMONT NSG & REH,~~Ei-C:UMB CTY __ _____ 1000 CLAREMONT RD Bank Routing Number Checking Account Number CARLISLE, PA 17015 Signature *Returned checks -You will be responsible for all incurred bank fees permissible under state law.