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Home My WebLink About05-11-11. COPY 1 505605 1 058 ~/ " I ~ O O EX (06-05) OFFICIAL USE ONLY PA Oepartmenl of Revenue 21 de Year File Number ounty o Bureau oflndjvidualTaxes INHERITANCE TAX RETURN -` PO BOX 280601 11 0 2 2 4 Harrisburg, PAtT128.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Oeath •, ,Dale of Btrth - -• 186-28-7010 ;2/14/2011 19/6/1935 . __.__.-.. _. --- . ._ _.,__- L . . __......., _..,... Decedent's First Name MI Fred A Spouse's First Name MI ~_._ _.__ I Spouse s aociai oecunry ~~~~~~~~~ -- --- ~ --'-~-_I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __.___._ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Original Relum Q ~ t 2. Supplemental Return O 3. Remainder Return (dale of death . prior to 12-13-82) Limited Eslale C_:.r - 4 4a. Future Interest Compromise (date of ~ 5. Federal Estate lax Return Required . '"" ~ death after 12.12.82) ~ ~ 6. Decedent Died Teslale Q ... 8. Total Number of Sale Deposit Boxes 7. Decedent Maintained a Living Trust - (Attach Copy of Will) (Attach Copy of Trust) Litigation Proceeds Received Cr.~ ~ ~ 9 10. Spousal Poverty Credit (date of death Q 11. Election to tax under Sec. 9tt3(A) . , . • 'between 12.31.91 and 1.1.95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION 5Fi0UL[) tit Dirac t to i v: Name Daytime Telephone Number 717 448 1204 Edgar R. Luhn III, Esq I -._ _.._._.... ._ . .. _-• --- ....,... _.....__._I I REGISTER OF.~N~L~S USE ON"t'f ~ a1 Firm Name (If Applicable) I ~. -- - Law Office of Edgar. R Luhn., III j i ' ',-~ l _ ._ r-_ Flrsl hre of address _-.. ... __ _ ..- -- . __-_....., _. ; ~ __. 480 Doubling Gap Rd. ~'' .-. Second line ofaddress - I ~- J ~ ~ - ._-- _-• -- -.,~__._ - DArFE FILED r ~ G - Slate ZIP Code - --~-- ----- -" Gity or Post Oflice -~ - --- I ~- _ ._. _._.~.._.,..~A._...w.-__-. Newville ~.-~-.I', PA.-....~ L_...17241 i Correspondent's e-mail address: edluhnC~a01 . COICIr Under penalties of perjury, I declare that I have examined this re(urn, including accompanying schedules and statements, and to the best of my knowleoge and behel, ~i s we, correct and complete. Declaral' f preparer other than the personal representative is based on all inlormalion of which preparer has any knowledge. SIGNATURE ERSON E PO E FO G F~ETURN DATE h _ i i ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ""' _.__J 15056052059 REV•1500 EX Decedent's Social Security Number 186-28-7010 Decedent's Name: RECAPITULATION _~..__._.,___._.._..__......_..__..___.._...._...._ ........... ...._....... i. Real estate (Schedule A). •...•....•.•.•.•.. •••••;••••••••••••••'•"• _.~.__ 2. Stocks and Bonds (Schedule B) , . • . , . • ......... • ... • ... • ... • ....... 2' I ..~.~,____._____~_.___ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. - 4. Mortgages & Notes Receivable (Schedule D) .... • ... • . • • • • • • • • • • • • • • • • • • • 4• 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .. • • , ... 5. 47 r 315 • 00 -. 6. Jointly Owned Property (Schedule F) Ca Separate Billing Requested . • . , ... 6. _.__~ 7 Inter-Vivos Transfers 8 Miscellaneous Non•Probate Property (Schedule G) Q Separate Billing Requested........ 7.. _ 8. Total GrossAssets(lolalLlnesl-7)..........•••••••••~•••••••••••••••• 8. 226x315_00 ~_,~~ 9. Funeral Expenses 8 Administrative Costs (Schedule H)......... • ...... • • • • •. 9. 27 r 2 27 00 • 1,090.00 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) ............ • . • • 10• ____-~__~ 11. Total Deductions (total Lines 9 ~ 10) ..............:....... • ............ 11. 2'8 r 317.00 __-_.•,_~__ 12. Net Value of Estate (Line 8 minus Line 11) • • • • • • • • • • • • • 12• 1 97 r 998 • 00 I' 13. Charitable and Governmental BequestslSec 9113 Trusts for.which 13 an election to lax has not been made (Schedule J) ....:.... • • . •.• 14. Net Value SubJect to Tax (L(ne 12 minus Line 13) ... • ....... • • • • • • • • • • • • • 14. ~ 197 r 998 • 00 TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal lax rate, or ------~~"----'" transfers under Sec. 9116 15 16. Amount of Line 14 taxable 16 $ r 91,0,. QO at lineal rate X .0 ~ --~ 17. Amdunt of Llne 14 taxable 17 al'sibling rate X •12 - ---'~"~~~" 18. Amount of Line 14 taxable 18 al collateral rate X .15 ~'" ...... • 19. 8 r 910: ' 0 0 __._._---~ 19. TAX DUE ...............•...............• ....... ..•....•. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV•1500 EX Page 3 Decedent's Complete Address: NAME Fred A. Zeigler STREET ADDRESS 493 Doubling Gap Rd. ciTV Newvi lle Tax Payments and Credits: Tax Due (Page 2 Line 19) CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (t) 8, 910.00 445.00 ~ TotalCredits(A+B+C) (2) 445.00 3. InteresUPenalty if appl'~cable D. Interest E. Penalty Total InteresUPenalty (D + E ) 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 Ihari Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. • 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 trans(erred :..............:..............................................................:............ ^ 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 "in trust 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? """""""""""""""""' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS•YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURNY'% For dates of death on~or~after July 1, 1994 and before January 1, 1995, the tax rate,imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1,1) (i)J. For dates of death on or after January 1; 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (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 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 twenty-one 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 zero. (0) percent [72 P.S. §9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (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 twelve (12) percent [72 P.S. §9116(a)(1.3)J. Asibling is defined, under Section 9102, as an individual who has at least one parent in common w'th the decedent, whether by blood or adoption. 21_~ 1 11 1 ~__ 0 2-2.4- i ' DE 1D8EN6TS~O8CIA~ ~ i ROITY NUMBER STATE PA ziP 1 ~ 24.1 (3) (4) (5) .8,465.00 (5A) (5B) 8 , 465 .00 REV-1.502 EX+ (11.08) ~ Pennsylvania DEPARTMENT OF REVENUE WHERTTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBEK ESTATE of 21 11 0224 Fred A. Zeigler All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that Is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. OF DEATH NUMBER DESCRIPTION 1• 493 Doubling Gap Rd., Newville, PA 17241 179 000.00 contract sales ,price settlement sheet attached Selling costs listed on Schedule H TOTAL (Also enter on Line 1, Recapitulation.) I$ 179, 000.00 If more space is needed, insert additional sheets of the same size. REV-ISOB EX • (t~971 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF Fred A. Zeigler SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY . FILE NUMBER 21 11 0224 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. -- VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER t. Close out checking account #0134384 Adams County National Bank Deposit to Estate checking account #2454513 17,248.00 (see attached) 2, Interest on CD Thrivent Financial for Lutherans 11,412.00 (see deposit 04-19) 3, Proceeds from Public Sale 4,715.00 gary Mentzer Auction House, Newville, PA 4, Automobile - Hyundai Tuscon SUV 2009 Fair Blue Book value 14,000.00 To Stephen A. Zeigler, Co-Executor TOTAL (Also enter on line 5, Recapitulation) S 4 7 , 315.0 0 (If more space is needed, insert additional sheets of the same size) REV•1511 EX+ (12-99) t ~. ~ ~, SCHEDULE H FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Fred A. Zeigler ITEM IUMBEF A. 1 FILE NUMBER 21 11 0224 Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT FUENgERAL EXPENSES: 15gBigFSpring Avee, Newville, PA (see attached) B. z. 3. 4. 5. 6. ~. 8. ADMINISTRATIVE COSTS: Personal Representative's Commissions riOrie Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representatlve(s1 Street Address City State Zlp Year(s) Commission Paid: Attorney Fees ggd ar R . ~,uhn I I I 48~ Doubling dap Rd., Newville, PA 17241 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Accountant's Fees ' Tax Return Preparer's Fees - Selling costs for real estate as shown on settlement sheet Advertisement, legal, Cumberland Law Review, Valley Times-Star and Carlisle Sentinel 4,747.00 6,000.00 359.00 15,706.00 415.00 TOTAL (Also enter on line 9, Recapitulation) I S 2 7 ,. 2 27.._0 0 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03j COMMONWEALTH OF PENNSYLVANIA WHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fred A. Zeigler SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 11 0224 .- .._ ~__.~ ...~,_~ ._m.,sa ,,,,sld ~a et the date of death, including unreimbursed medical expenses. ~n morn syeco w „~~~~~ . .................._.._. _..---- - REV•1513 EX+ (9-00) Y SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE of 21 11 0 2 2 4 Fred A. Zeigler RELATIONSHIP TO DECEDENT ARE AMO 3 ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) TATE OF E NUMBER NAME AND jusal distributions, and transfers under s~ TAXABLE DISTRIBUTIONS (I ) ( 1 a ' ) I (x 9116 Se Michael R. Zeigler Carlisle, PA 17015 son one-third 4 Oakwood Place, Stephen A. Zeigler 458 9hippensburq Rd,. ~ son one-third Newville, PA 17241 Ann Z. Brown 15 Rosewood Dr., Westbrook, ME daughter one-third 04092 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV•1500 COVER SHEET it NONTAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (!f more space is needed, insert additbnal sheets of the same size)