HomeMy WebLinkAbout04-11-111,50567,0143
OFFICIAL USE ONLY
REV-1500 ~x'°''~° ~ _ _ __
PA Department of Revenue Pennsylvania co~nrv cece ~~ =~" ~~
Bureau of !ndi~idual Taxes °E'nRrME"'°`aE~`"~`
Po Box ~aohot INHERITANCE TAX RETURN 21 1 0 11. ~ 8
Harrisburg PA 17128-0601 RESIDENT DECEDENT __ ___
ENl"ER DECEDENT INFORMATION BELOW
So~~al : ea.~~t: Number Date of Death Date of Birth
1.7C 22 1729 10 28 2010 06 28 1926
De~,ede,Cs east Name Suffix Decedents First Name ~°ti
K~,~~R EDITH M
(If Appf cable) Enter Surviving Spouse's Information Below
Suff x Spouse's First Name f.11
Spouse s Las'. Name
Spo~sr s Sccia'~ Security N~rrber THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL Ih APPROPRIATE OVALS BELOW
2 Su lemental Returr 3 Rcman-',- ,~irn ate ~;` ~+eat~~
x ,~ d ,a. Returr- PP p , a',
~r t~ '
F.;tce I^ie es~ Compro ~ se 5. Fede~a -~ ate Tax Retu r. R a . '-:,~,:
Lr~ ;~=d Es[ate 4a
fda~e o` death aaer ~? ~ 2-721
t O ~ rs~a'r T Decedert Ma ua~neCa ~u~gTr st ~ 8 Total N ;r -~f S tr, De~o~ Fj~~"-`
X , ',Attach Ccp, ~( Trus;
.,t w-u, P~~ aeds Rece~~~ed t~ Su ~,=a+P~ n~Gredt!d3tFCrdeam t c ~ , unoar Sec 91'~~
b t+~een t~ 3 ,t and ~ t 95~~ ~At<<~ . ~ o , r~,
C )RR!:SPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORM.'~TION SHOULD HE DIRECTED TO:
Name Daytime Telel hone Number
I20l3ERT R KREITZ ESQUIRE 610 37:_' 5588
REGISTER JF WiLLS USE ONLY I
!;!
I
F rst I ne of address ~)~~ ~~ 1.hR l~l
P t~ BOX 902 ~ ~~ I, ~ I
~~
Second line of address ,I,~ ~, ,, ~ 1'. -
DATE FILED ___'
City cr Post Office State ZIP Code i
RE.~DING PA 196030902
Correspondent's e-mail address: -__- - -
- .~:~s o,` penury. I d_c;are that I have examined this return, including accompanying schedules and statements and t~ ' es ~f r ,~ .tcwl~a~~ ~ .~
"~rc ct ar.d complete Deslara3Uon of preparer other than the personal representative is based cn all informat~cr ` ti'i~~r_- ar=~" as true _ ~-_ _-
Vii? ._?SU"+*~FSt' v;F.LE *OR rILING REl URN I ~ r
r< „ Jane R. Schmeck _ __ __________
5 Maple Avenue, Carlisle PA 17013 -- ---- --------- -
_ ' ~Rf - H2E-r Arb-R U~~ ~-~{ 'F':+N RFPRFSEN iA7 NE -
- ~_-. ~~-- Robert R. Kreitz, Esquire t, ~ ~ ;~
P CBox 902, Reading, PA 19603-0902 _._ .--_ _______-_____--
Side 1
7,50561,01,4 1,5056: 01,4 ,~
15056],0243
REV-150C EX Deceden''s S~ ca~~ Sec.:nt~~~ N•~.mLe~
170 2.~ 1729
.-~~ - ~~~~ N~~n= Kummerer, Edith M.
REC APITLLATION
-, -state iSched ale ?.j _ ...... __........ _ ......._.... 1.
'~ St ~rs and Bonds ,Sc~~-~edule B)_..... _....-...-.. ._.__... 2.
3 C! ~~~ ly Held Corpcrat.on. Partnership or Sole-Proprietorship (Schedule C)_....... 3.
...................
-1 P.4e ?caces & Notes Recewable (Schedule D)....... - 4.
~ Case Eank Deposits 3 Miscellaneous Personal Property (Schedule E)._._......_. 5.
% Jo~ty~ Owned Pro~ery iSchedule F) _~ Separate Billing Requested..-._.._ 6.
_ Inter-Vivos Transfers 3 Miscellaneous Nan-Probate Property
Sc ~:~d ale G; Separate Billing Requested............ 7.
Tota Gross Assets total Lines 1-7).... - - - 8.
;-era Expenses } ~.cministrative Costs (Schedule H)__......__.__......._...._ ...
g "r 9.
.
~.~~ Dens of Decedent. Mortgage Liabilities, & Liens (Schedule I)...-_- ._ _ ._.__...... 10.
', - Total Deductions (total Lines 9 & 10)..._...._........._..._ ............._ .......__........ 11.
12 Net. `/alue of Estate Line 8 minus Line 11) .................__.....__........ ........_... 12.
I Ch.a~itable and Goaernmental Bequests/Sec 9113 Trusts for which
ar : ection to tax nas not been made (Schedule J) _... _ ___.._._ __..-- .. 13.
1 - Ne*. /alue Subject to Tax (Line 12 minus Line 13)....._ ........_._....._ ................ 14.
T< X COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
G F,nr;ant of Line 14 taxable
at ~fe spousal tax rate or
tra~:>fers un~erSec. °''E 15-
ra,~ ~2j X .00
tF A~r:~unt of Line 14 taxable 14 6
2 98.67 16.
,
a'. i:~eal rate X 04`>
1 Ia"i ;u~t of Line 1 ~ taxable 0 . 0 Q 17.
a: s of ng rate X i
A~~~~unt of Line 14 taxable Q . O Q 18.
a' c~liateral gate X ' S
19.
Tax Due ._ ___ _........- _......___ ______ ........_. ..
FILL '.N THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
155,18F.62
155,185. 62
8,64U. E;8
246. 27
8,88E~. 95
3.46,298. 67
146,298. E:~7
() . 0 C
6,583.49
t~ . 0 C~
t~~ . 0 CI
6,5~3.4~_
Side 2
1505610243 1,5056 0245
~Z;:J_.5'C C t Pace 3
Decedent s Complete Address:
eCECi=iV? S NAf/IE
Kurnmerer, Edith M.
~;~RE_ETA~DRE~S
21C Big Spring Road
r'
Ne°~vville
Tax Payn ents and Credits;
Ta> D~< tPace 2- Line 19)
Pa~:~rerts
File Number 21-10-1148
_ - - _ - STATE
PA
5,985.00
315.00
Total Credits ,A + B ~-
~_~ r~s:
i
I
I';=
i
-- 17241---------~
6.583.44
+x,300.00
I? L na ~ s g~eater than Line 1 Line 3. enter the difference. This is the OVERPAYMENT. u
Check box on Page 2 Line 20 to request a refund
i ~ , , ^ + L r~ 3 is greater than Line 2, enter the difference. This is the TAX DUE. `- ~~~.~~
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPF OPRIATE BLOCKS
Did decedent make a transfer and: ""'" ""
a retair t'~e nse or income of the property transferred;...... ..._ ................. .....__. __ __ _ _ x
b retair r'~e right to designate who shall use the property transferred or its income;...... _ x
..............................
c retair.. ;: reversionary interest'. or.._...... __..._............_..........._ _..__ _ x
d. receive tha promise for life of either payments.. benefits or care?....._......_ ........ ...__.__ x
If death occ~~rred after December 12, 1982, did decedent transfer property within one year of de<~tr ^nth~eut
receiving adegt,ate consideration? __._ ...._._.. ..._..........._........_.........__. _ x
~~ Cid deceder~ osvrr an "in trust for" or payable upon death bank account or security at his or her dead x
Cid decedent owr an Individual Retirement Account.. annuity.. or other non-probate property whirr
............................................................ .
contains a beneficiary designation? ..........................._._.. _. '
1F THi. A~ SWEN TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE: iT AS PART OF THE REl-URN.
__
~cr dt tts `deaC~~ on or after Juiy ' 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers - r ~ Tc~~ tb~e use ~ tl~~ s~~.,~~.inc
_~_.~~~ a pa~cFnt [72 P-S. §`;113 i;a) (1.1) (i)].
r cr d~~tcs ~f Beat- on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of ; s~:'v.~r,n , ~pct~s ~~ ,
2 P S ~' 11 ~ a ~ i L 11 (iii]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutor; ~ ~~iren,eots for ~ ~ ,s_,r- _f
o~~t rc P,li ~ :: tax ret:rn are s*. II applicable even if the surviving spouse is the only beneficiary.
nor n~,t~3s ~f dea'~ un or after Jaly ? 2000.
. Tna ta> rate ~~;7posed on the net value of transfers from a deceased child 21 years of age or younger at death t,> >" ;r'he ae of a i ~tu~al ; ~ ~~ ~it an
ad~(:rt~~ parent. or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)].
. Th.e tai rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 pe ~cr ~~' exoept as ncte_1 ~~
72 P S X91 ~ 6 12) [72 P S 89116 (a) (1 )]_
. Theta; rate unposed on tna net value of transfers to or for the use of the decedent's siblings is 12 percent [r2 P ~ ~i11 E a~ ~j] E~
;~hli~~g s defined under Section 9102, as an individual who has at least one parent in common with the decedent r~ ., Ler ee blood r :~,et:;r:r
K~. X508 E{-!538)
41~
~~~
~~.~.~.
_: r > , ..
_,. ~~~ _~_~~1"
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE C F
IncluCe ; e proceed f aat c c i',e car oe p<oceeas were 'Fi+ed oy e es~a:-
411 property jointly-owned with the right of survivorship must be disclosed on schedule F.
---i-
DESCRIPTION
"~ JMB =~~
1 ~ AF&L Insurance Company -Long-term care nursing home insurance
2 ' Unite Here Retirement -Pension for October dated 11-1-2010
3 Cadaret Grant Account #N3C-104105 Money Market Fund
I
4 ~ Fleetwood Bank Checking Account #52027
I
5 Fleewood Bank Checking Account #52027 -Accrued interest to date of death
6 I Fleetwood Bank Savings Account #9096554
7 '' Fleetwood Bank Savings Account #9096554 -Accrued interest to date of death
8 AF!_ Insurance Company -Refund on cancelled long term care policy
g Hichrnark Blue Shield -Refund on cancelled health insurance
iC Presbyterian Homes -Refund of overpayment
~~-+LL%E ~ [''f~'..
Gf [i e--
3.d20 00
'62.63
~1 ~9,56C.22
8.531 .42
C.86
2,101 45
C~~.3l
1a<. ~o
10,.29
.10'.43
i
-..
TOTAL (Also enter on Line 5, Recapitulat~o ~; 155.185.6'Z
i I( more space is nee-ded. addit!onal napes of tn2 sar~.e s~:~a)
,p;-,:;r r ~ *orm software ~n'.9 The LacknerGroup. nr r~~"~~ ~ A-1500 ~ -~~-~' ~ F= < ~ _
Kummerer. Edith M.
FILE N~JMBER
21 -1 G-1148
REV-1151 ~X,+~ 0.06
.~
-, ,~.
F ~EN~~sY ,~~,
Nr ~ IPn RET'_R~
f~i-D'r. '.,EDEN
ESTATE O*
Kummerer, Edith M.
- hL Ll
_ N U x/13'= E_ ~I.
A '! FUNERAL EXPENSES:
Debts of decedent must be reported on Schedule I.
DESCRIPTION
See continuation schedule(s) attached
B.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ADMINISTRATIVE COSTS:
'arsonal Rep~ese~itative's Commissions
Name of Personal Representative(s)
~,reet Aderess
~tv
Year(sl Commission paid
~t*,ornev~s Fees Roland StOCk, LLC 7,iOC.00
Farnily Exemption: (If decedents address Is not the same as claimants, attach explanation)
Claimant ---
Street Address
' Ci,y State Zio _
Relations i~o eF C~aimant to Decedent __
I 'rebate gees
FILE PJI. MBER
21-101148
~a Pvr 0 U l`J _
E:78 38
12~~.50
c~ountanfs gees
I
"ax Return Preparer's Fees
84'1.80
_ ~tnerAdministrativeCosts
See continuation schedule(s) attached
i
- - _----
TOTAL (Also enter on line 9, Recapitulation) 8,640.68
Cep,~i~h~ ci 1~~9 form soft~Nare only The Lackner Group, Inc. For~~~ f~A-1500 Sci,edi:ie H ~ . ~.-.
State Zio
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF (FILE NJMBER
Kummerer, Edith M. 21-1G-1148 _______
i"E~~ ar~~ ~ „rd
~UvtE3EF. DESCRIPTION __
Funeral Expenses
1 Mae A. Stump Funeral Home -Funeral services `80.00
2 Wegman's Restuarant -Funeral luncheon 98.38
H-A 678.38
Other Administrative Costs
AF&L Insurance Company -Auto debit on Fleetwood checking account 11-4-2010 ' 21.78
a Cumberland County Bar Association -Publish estate notices 7.00
Register of Wills -Additional fee for Letters 265.00
6 Reserve for additional expenses of administration `50..00
The Sentinel -Publish estate notices 23C.02
H-B7 34° .80
Ccp ~~h' c) ?~2 form software oniy The Lackner Group, Inc. Fc~~,• PA-1500 Sena ~ H !- -~_
Rr+-? 512 F X ~ i 1 ?-rJ8)
~~
,~~~
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE CAF
Kammerer. Edith M.
~Lrq
1
2
FILE NUMBER
21-1 G-1148
F'~:port debts uicurred by the decedent prior to death tliat remained unpaid at the date of death, indudng unrelnbursed rm ~ cr ca~.ci~sas.
- w'r;LUE-'. ~-?r;' .
DESCRIPTION O t r.~~,
Millennium Pharmacy Service -Prescription drugs ! g~ ~~
Mil~ennium Pharracy Service -Prescription drugs ~ 55.96
TOTAL (Also enter on Line 10, Recapitulate >n) ' 446.7
- ~~ ~~ ~ ~~ If mer:~ space is ec=led. additronal ray`es of the same size)
;p;, ~ ~-;nn s~ftw,are ; =~'~,y 1 he Lackner Group. Inc ~ ~ FA-1500 ~ ., ~_ I :~..
R=v-Isis Ez. ti-osa y~
'P.4.1 `. NEALTH OF PENNS'~C/ANIA
L. ~21TANCETFJ( F2~TURP+
-SiDENi DECEGFNT
SCHEDULE J
BENEFICIARIES
ESTATE OF I FILE NUMBER
____ Kummerer, Edith M. 21 -1 .)-1148
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF E`_>l,
NUV18E=2 PERSON(Si RECEIVING PROPERTY DECEDENT jWords
Do Not List Trustees __
TAX-ABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec- 9116(a)(1.2)
Jane R. Schmeck Daughter Entire residue
5 Maple Avenue pursuant to
Carlisle, PA 17013 Paragraph TH
of Will
Total
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet. a< a ro
NON-TAXABLE DISTRIBUTIONS.
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOr TAKEN
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Hate.
--
t7TA1 (~F PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVE : SH
~o.~. ~,t _, ~'~1'^ form software <n!y T he Lackner Group. Inc Fcrr F4-1500 Scned/~e J R~,,, ~-8'
~_J ^_,
_,l __
_-
LAST WILL AND TESTAMENT OF
- - -~,
EDITH M. KUMMERER _~ ~ ~--
I, EDITIi ~~~~1. KUMMERER, a resident of the Borough of Flcet~~.~o~~~i, f3erks Co~an~~,
C~~n~monwealth of Pennsylvania, being of sound and disposing mind, memory are i un~~rstandi-~«. ~jo
hereby make, publish and declare this to be my Last ~~ill and Testament, hereb~~~ r ~~~~~kin~ an}~ ~u:d .all
~~~-ills and Codicils by me at any time heretofore made.
FIKS"I :I direct that the expenses of my last illness and funeral be paid gut of nzy estate <<~
or>;~ as may be con~'enient after my death.
S}~:CO~~D: I direct my Executrix or Executor to pay, out of the re~i~ue of m~ estate gill
inheritance and estate taxes and any other go~~erllmental charges, taxes or lien imposed up~~r. m~~~
estate or upon the proceeds of insurance or inter vivos gifts, or jointly held pr>perty, or up~~n ?_he
i< serest of anh ~~f the legatees, devisees, or beneficiaries herein by any prese~;i ~r future lay-~~ .. f :he
L'i~ited States or of any state relating to the transmission of my property by decent or deg ~ e. end
t",i~ all such char~~es, taxes and liens be treated as expenses and costs of adnli~ i~terin~~ Im ~~~t~a~.
THIRD. I give, devise and bequeath all the rest, residue and real ~indcr of m~~ ~~~t~ae
real, personal and mixed, ofwhatever nature and ~~heresoever situate at the tip-., nl~r:~~~ c. _:cc. i~,~.° ling
rr;~, daughter. 1.y~E R SCIIMECK.
I~O[ ~R~l~f I: Should my daughter, JA'\~E R. SCHMECK, predecca-~~ n~~, then an~a <<~ ti~a',.
c'. ~~nt 1 <~i~,~e. d ~~ise and bequeath all the rest, residue and remainder ofmv ~~s~a ~. teal, t~~~r;o~lal _3n~i
nixe~I, of whatever nature and wheresoever situate at the time of my decease, rlto two (?) ,~~ua'.
'~ar,~ s, as follows:
A. I give, devise and bequeath one (I) share thereof unto my ~Tran~i~_3a i,~htcr_ AN(~I=.L_'1
~~I. tit_'I-IMLCK, car her issue, per stirpes.
B. f ~~ive. devise and bequeath one (I) share thereof unto my gran~_son. ~T~:~~ -~`~ ~'--
~;C~ (~~Ti ~"I~:, or his issue, per stapes.
FIFTH : I hereby nominate, constitute and appoint my daughter, J:-~`~ F R. SCH~~~Et='I;,
xee:rtrix of this Irlti' Last Will and Testament. In the event my daughter, JAN ~ IZ. SCH~IE~;~E~.
~rc~c~ceases me or for any reason whatsoever fails to qualify as Executrix, ~_>r having qua.iTiec_.
~ho~_i!d fail to complete the administration and settlemenC of my estate, then a~ d in such ev::nt I
~IOrrimate, constitute and appoint my grandchildren, ANGELA M. SCH~VIEC'h and STEM }~:~~ ~.
~Cf lviECK, or file Survivor of them. Executors oI~ this, my bast Will and Testa ~~3cnt.
Si~:TI i I direct that my Executrix or Executor of this, my Last u~ 11 and Z~estar,~ent,
sh<~l not h~e required to give any bond, and that if, notwithstanding this dies lion, ally ho~u~ ;s
r~c;u red by an~.~ laic, statute or rule of Court, no surety be required thereon.
Iii Lail"I ~F'C~ WI~I-~~_~~~F I have }~er~'~lnt'~ cr~t n~~' hand aI1~~ Seal. fQ t},;c ii~v 1_ ~~i 'vt '~ __'~.;_
I~~~,t~~-~ert. ?hi; `< ~ -~_L__-- day of _ . ~.t-- .2007.
s-~b~ --
~- -
• ~ _ - (~F~ ~\( i
~_-
I:dith M. Kammerer
Signed, sealed, published and declared by the above-named T~~~~rri~, EDLTH ~1
~,L: ~"~ ~'IEKt:~R, as and for her Last Will and Testament, in the presence of us, ~~'~~~ ~t her reque>~. 'r
,,er u;esence, and in the presence of each other, have hereunto subscribed our ~,mes as ~~~~tnesse
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