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Home My WebLink About04-12-11 (2).,.~ 1505610105 REV-1500 EX (oz-u)(FI) 1~: PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ~ INHERITANC TAX RETURN County Code Year File Number PO BOX 28o6ot l Harrisbur , PA i 1.28-0601. RESIDENT DECEDENT ,~ ~ ~~.. ~ C !~~r' , ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 191-46-1033 08/09/2010 12/10/1968 Decedent's Last Name Suffix Decedent's First Name MI REEDER KAREN L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouses Social Security Number FILL IN APPROPRIATE OVALS BELOW O 1. Original Return O 2. Supplemental Return O 4. Limited Estate O 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received rUftKESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE A Name JANETLESHER First Line of Address 130 IMPERIAL COURT Second Line of Address City or Post Office CARLISLE Correspondent's a-mail address: viwc~ yenames or perjury, I declare that I have examined this return, including accomps rt is true, correct and complete. Declaration of preparer other than the personal represe oivrvHi ur<c yr rtht5UN RESPONSIBLE FOR FILING RETURN ADDRESS .~ivi~r~i ~~ Vr 99 CAMPGROUND State PA 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 Schedule O) CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number (717) 245-9768 REGISTERIIF WILLS USE:C3i0LY C ~~ Q - .: _I.~ ~T .~} :~ ~ ;.~; .~ ,__ .. ZIP Code DA ILED ^•,~ 17013 ~. X17 ~'~ ,-r ~n ~ --~i ;HAN REPRESENTATIVE CARLISLE PA 17 5 15D5610105 O 4a. Future Interest Compro ise (date of death after 12-12-82) O 7. Decedent Maintained a iving Trust (Attach Copy of Trust.) O 10. Spousal Poverty Credit ( ate of Death Between 12-31-91 and -1-95) THIS RETURN UST BE FILED IN DUPLICATE WITH THE R GISTER OF WILLS Side 1 schedules and statements, and to the best of my knowledge and belief. is based on all information of which preparer has any knowledge. DATE ONL' 1505610105 J '~\. J REV-1500 EX (FI} oecedenfs Name: KAREN L REEDER KEGAPiTULATION 1 Real Estate (Schedule A) .................................. ........ .. 1. 2. Stocks and Bonds (Schedule B) ............................ 2. 3 Closely Held Corporation, Partnership or Sole-Proprietorship (Sched ule C) ... .. 3. 4 Mortgages and Notes Receivable (Schedule D) .. .. ... ..... 4. 5 Cash, Bank Deposits and Miscellaneous Personal Property (Schedu e E)..... .. 5. 6 Jointly Owned Property (Schedule F) O Separate Billing Reque ted ..... . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Reque ted...... .. 7. 8 Total Gross Assets (total Lines 1 through 7) ................... ........ .. g 9. Funeral Expenses and Administrative Costs (Schedule H) ........ . 10 Debts of Decedent, Mortgage Liabilities and Liens (Schedule I).... . 11 Total Deductions (total Lines 9 and 10).......... . 12. Net Value of Estate (Line 8 minus Line 11) ................... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .. ....... .. . 14. Net Value Subject to Tax (Line 12 minus Line 13) ............. . 9. 10. 11. 12. 13. 14. Decedent's Social Security Number 191-46-1033 4,294.62 4,294.62 5,203.03 5,203.03 -908.41 -908.41 15. Amount of Line 14 taxable .vw~~ ~~~ ~V at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X .0 _ 17. Amount of Line 14 taxable at sibling rate X .12 18- Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE .............................................. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN I Side 2 1505610205 7,5056CL0205 15. 16. 17. 18. 19. RPAYMENT 0.00 0.00 0.00 0.00 0.00 O 15056],0205 J REV-1500 EX (FII Page 3 Decedent's Complete Address: DECEDENT'S NAME KAREN L REEDER STREET ADDRESS 130 IMPERIAL COURT CirY CARLISLE 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 OVE 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. Make check payable to: REGISI~ER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY P CING 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 transferre or its income ........................................... ^ c. retain a reversionary interest ............................................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? . ^ .........y ............................................ . 2. If death occurred after Dec. 12, 1982, did decedent transfer property ithin one ear of death without receiving adequate consideration? .................................................................................................. ... ... ^ 3. Did decedent own an "in trust for" or payable-upon-death bank accou t or security at his or her death?............ ^ 4. Did decedent own an individual retirement account, annuity or other on-probate property, which contains a beneficiary designation? ......................................................................... ^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST C MPLETE 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 impo 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 val [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spo filing a tax return are still applicable even if the surviving spouse is the only beneficia~ 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 ye adoptive parent or a stepparent of the child is 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 • The tax rate imposed on the net value of transfers to or for the use of the deced under Section 9102, as an individual who has at least one parent in common with on the net value of transfers to or for the use of the surviving spouse of transfers to or for the use of the surviving spouse is 0 percent from tax, and the statutory requirements for disclosure of assets and of age or younger at death to or for the use of a natural parent, an I beneficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)). siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, decedent, whether by blood or adoption. File Number STATE PA ZtP _ 17013 (1) Total Credits (A + B) (2) (3) (4) (5) REV-111 Ex+ (10-09j Pennsylvania SCHEDU E H DEPARTMENT °E REVSNUE FUNERAL EXPE SES AND INHERITANCE TAX RETURN ADMINISTRATI E COSTS RESIDENT DECEDENT ESTATE Of KAREN L REEDER FILE NUMBER 2010-00863 Decedent's debts must be rep rted on Schedule I. ITEM NUMBER DESCRIPTION ~ A• FUNERAL EXPENSES: TRADITIONAL FUNERAL SERVICE 2 12 CERTIFIED DEATH CERTIFICATES AT $6.00 EACH 3. NEWSPAPER NOTICE -SENTINEL a CLERGY 5. FLOWERS 3. ADMINISTRATIVE COSTS: .. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 2 Attorney Fees: 3 Family Exemption: (If decedent's address is not the same as claimant's, Claimant Street Address City Relationship of Claimant to Decedent a Probate Fees: S Accountant Fees: 6. Tax Return Preparer Fees: ~ REGISTER OF WILLS explanation.) State ZIP OUNT 4,550.00 72.00 89.53 100.00 159.00 155.00 77.50 TO L (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional shee of paper of the same size. State ZIP 5,203.03 REV-~5o8 EX. (iI-io) Pennsylvania SCHEDU E E °EPAATME"T °r aE~E"~E CASH, BANK DEPO ITS & MISC. INHERITANCE TAX RETURN PERSONAL PR PERTY RESIDENT DECEDENT ESTATE OF: KAREN L REEDER FILE NUMBER: 2010-00863 Include the proceeds of litigation and the date th proceeds were received by the estate. All property jointly owned with right of survivor hip must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. MEMBERS 1ST FCU -CHECKING ACCT #171535 2, MEMBERS 1ST FCU -SAVINGS ACCT 3. INTERNAL REVENUE SERVICE REFUND i 4. PA DEPARTMENT OF REVENUE REFUND 5. 2002 CHEVY MALIBU TOTAL (AI o enter on Line 5, Recapitulation) $ If more space is needed, use additional shee s of paper of the same size. VALUE AT DATE OF DEATH 340.96 751.66 732.00 70.00 2,400.00 4,294.62 .._ ,. `~ __, ,,~; , ;' ~'° ~' ~ iti fir'" ~ ~ i=l_1N[=R~L_ HOM 5z GREMATURY, INC Janet Lesher 130 Imperial Ct Carlisle, PA 17013 219 North Nanover Street Carlisle, Pennsylvania 17013 71 7.243.451 1 toll free 1.866.451.451 1 fax 717.243.3723 www.hoftmar~cm.ccx, ; info:4hoffmarroth.ccxn September 14, 2010 Statement of Funeral Expenses for: Karen Lynn Reed r Date of Death: August 9, 2010 Accoun# Id : 16010-184 PACKAGE: Traditional Funeral Service TRADITIONAL FUNERAL SERVICE PACKAGE $ 4,550.00 Sub Total: $ 4,550.00 TOTAL FUNERAL HOME CHARGES: $ 4,550.00 CASH ADVANCES: 12 Certified Death Certificates at $ 6.00 each $ 72.00 Newspaper Notice -Sentinel $ 89.53 Clergy $ 100.00 Flowers $ 159.00 Sub Total: $ 420.53 Payments Made: Janet Lesher Check Janet Lesher Check Total Funeral. Expense: $ 4,970.53 Total Payments Made: $ 4,970.53 Aug 13, 2010 500.00 Sep 14, 2010 4,470.53 Balance: S 0.00 ------------------------------------------------ Please return this portion with your Remittance. $ Amount Enclosed Karen Lynn Reeder Service ID#: 16010-184 SERVING OUR COMMUNITY SINCE ~ 9Q7 RECEIPT FOR GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse S uare Carlisle, PA 1713 REEDER KAREN Estate File No.: 2010- 00863 Paid By Remarks: JANET M LESHER HMW - - ----------------- Receipt Dish Fee/Tax Description Payment Amount PETITION LTRS TEST 30.00 WILL 15.00 SHORT CERTIFICATE 4.00 JCS FEE 23.50 AUTOMATION FEE 5.00 Cash --------- ------- 77.50 Total Received......... 77.50 ?AYMENT Receipt Date: 3/15/2011 Receipt Time: 12:54:57 Receipt No.: 1064795 ~ibution ----- Payee Name CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D CUMBERLAND COUNTY GENERAL FUN St MEMBERS 1St FEDERAL CREDIT UNION Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.members 1 st.org Main Switchboard: (717) 697-1161 or (800) 283-; EZ Call: (717) 697-4372 or (800) 283 TDD: (717) 697-5312 or (800) 283-2328 ext. ; TeleBranch: (717) 795-6049 or (800) 237-: KAREN L REEDER 130 IMPERIAL COURT CARLISLE PA 17013-8114 Your aggregate balance as of ~ An aggregate balance of $2,500 wilt place you in the Silo Statement of Accounts 1 Jul 25, 2010 thru Aug 24, 2010 z Account Number: 171535 2 Balances at a Glance: Checking: 340 . ss Savings: 751.66 Certificates: o . 00 Loans: o.oo Money Management: o . 00 Swipe 5 YTD Reward: 0.55 Page: 1 of 2 gust 1st is $506.07. nd having 3 products ~r MLR level. Buying or building a home? Attend one of our{ FREE seminarsf See the enclosed insert for more d ails. CHECKING ACCOUNTS 0011 -C HECKING Date Jul 25 Transaction Description Balance Forward Additions Subtractions Balance Jul 27 Withdrawal ACH Highmark 359.49 TYPE: CPA EFT ID: 6250558173 CO: Highmark 179. 10- 180.39 Jul 28 INQ MEMBERS 1ST FCU 1711 SPRING RD CARL SLE PA Jul 31 Jul 31 Deposit by Check Deposit Swipe 5 Rebate 38.97 219.36 Aug 03 Deposit ACH SOC SEC 0.05 1 211 00 219.41 ID: 3031036030 CO: SOC SEC , . 1,430.41 Aug 03 Withdrawal Transfer To Share 0000 1 211 00- 219 41 Aug 03 Deposit at ATM Transfer #008412 , . 500 00 . From Share 0000 MEMBERS 1ST FCU 1711 SPRI G RD CARLI . SLE PA 719.41 Aug 03 Deposit at ATM Transfer #008424 200 00 From Share 0000 MEMBERS 1ST FCU 1711 SPRI G RD CARLI . SLE PA 919.41 Aug 05 INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Aug 06 INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Aug 07 Withdrawal Debit Card CHECK CARD TRANSACTION DATE - 08!06/2010 193. 10- 726.31 08/05 00619490003RWD1 NELL'S - SPRING ROA ARLIS Aug 09 Check 001531 Tracer 0023096367 Processed Check - GEMB RSF 364.00- 362.31 TYPE: CHECKPAYMT ID: 9200509007 Aug 12 Check 001530 Tracer 0001407330 Aug 24 Ending Balance 21.35- 340.96 340.96 Courtesy Pay and NSF Fee Summary NSF Item Fees for Statement Period NSF Item Fees Year- to- Date 0.00 NSF Item Fees Last Year 0.00 Courtesy Pay Fees for Statement Period 0.00 Courtesy Pay Fees Year- to- Date 0.00 Courtesy Pay Fees Last Year 0.00 33.00 - - - Continued on fo lowing page - - - y~ ~~• EMBERS t* ~... Check # 001530 Send Inquires to: Mafn Switchboard: (717) 697-1161 or (8 5000 Louise Drive ~ Call: 717 697-4372 or 8 Po sox ao ( > ( Mechanicsbur , PA 17055 TDD: (717) 697-5312 or (800) 283-2 9 TeleBranch: (717) 795-6049 or (8 www.memberslst.org CHECK SUMMA Amount Date 21.35 Aug 12 2 Checks Cleared for 385. 35 0) 283-2328 0 2834372 ) 28 ext. 5312 0) 237-7288 Y Check # 001531 Jul 25, 2010 thru Aug 24, 2010 Account Number: 171535 Page: 2 of 2 Amount Date 364.00 Aug 09 SAVINGS ACCOUNTS 0000 - REGULAR SAVINGS Date Transaction Descri tion Additions Subtractions Balance Jul 25 Balance Forward 326.48 Jul 28 INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Jul 31 Withdrawal at ATM #007457 40.00- 286.48 MEMBERS 1ST FCU 1711 SPRING RD CARLISLE A Jul 31 Deposit Dividend 0.300% 0.18 286.66 Annual Percentage Yield Earned 0. 300% hom 07/01/2010 through 0 /31/2010 Aug 02 INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Aug 03 Deposit ACH SOC SEC 654.00 940.66 ID: 3031036030 CO: SOC SEC Aug 03 Deposit Transfer From Share 0011 1,211 .00 2,151 .66 INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Aug 03 Withdrawal at ATM #008411 500. 00- 1,651.66 MEMBERS 1ST FCU 1711 SPRING RD CARLISLE A Aug 03 Withdrawal at ATM Transfer #008412 500.00- 1,151.66 To Share 0011 MEMBERS 1ST FCU 1711 SPRING D CARLISLE PA Aug 03 Withdrawal at ATM Transfer #008424 200.00- 951.66 To Share 0011 MEMBERS 1ST FCU 1711 SPRING D CARLISLE PA Aug 05 INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Aug 06 Withdrawal at ATM #009424 200.00- 751 .66 MEMBERS 1ST FCU 1711 SPRING RD CARLISLE A INQ MEMBERS 1ST FCU 1711 SPRING RD CARLI LE PA Aug 24 Ending Balance 751.66 YTD SUMMARIES TOTAL DIVIDENDS PAID 0000 REGULAR SAVINGS 1 .45 0011 CHECKING 0.00 Total Year To Date Dividends Paid NOTE: Total includes closed shares Total Year To Date Interest Paid NOTE: Total includes closed loans Add Your Photo For Security Your personal safety and financial security are top prior increased scams and fraudulent activity throughout the encouraging members to have their photos added to tht branch offices, you may be asked by one of our Associ; member identification program will assist in our fraud d identity theft prevention program to the next level. We attempted fraudulent activities and as a result, we need immediately upon retrieving your account information. In addition to having your photo in our files, you may I identification based on the type of transaction you.are security and we appreciate your ongoing cooperation 1.45 115.20 ies at Members 1st. As a result of ntire country, we are strongly r account records. When visiting our es to allow us to take your photo. This Terrence initiatives and will take our e experiencing an increasing number of > be able to verify your identity quired to show additional forms of kingg. This is for your protection and understandina. ~~ ; ~"~