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Home My WebLink About07-21-111505611180 ---~ REV-1500 ~ ~~-~~~ IF'} OFFIcuL t,sE ONLY PA ~.~} ~ Revenue Pennsylvania Courrt Code Year File Number ~M- ""'~"' DEPARTMENT OF REVENUE Y Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Hartisburp, PA 17128-0601 RESIDENT DECEDENT 2111-0354 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 194-26-6945 01042011 01042011 Decedent's last Name Suffix Decedent's First Name MI FICKES MARGUERITE A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1.Original Retum 0 2. Supplements8 Retum (_] 3. Remainder Return (Date of Death Prior to 12-13-82) [~ 4. limited Estate ~] 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) ® 6.Oerxdent Died Testate [„~ 7. Deoedsnt Mairrtair~ed a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) [~ 9. litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Q 11. Election to Tax urxier Sec. 9113(A) BelvMeen 12-31-91 and 1-1-95) (Attach Schedule O) CCMRRESPOI~ENT -THIS SECTION MUST f3E CO~I.ETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION SNOULD BE DIRECTED T0: Name Daytime Telephone Number CHARLES G. CHELEDEN, ESQ. 215-230-4300 First Line of Address 21 A EAST ASHLAND ST. Second Line of Address City or Post Office State ZIP Code DOYLESTOWN PA 18901 _ ~----, REGISTER OF , ~ SE ONLY ~ ~ ~r ~ I..._._ ~C17~ ~~ ~C~~~n ~` ~J _-i w..~ DA ED CorrespondenCa a-malt addnass: C G T R U S T a A 0 L. C 0 M r~i~~~i w~~wr~~i~~.rrr~~i i i i i~ Under penalties of perjury. I declare that I have examined this rdum, including accompanying achadules and statemerrts, and to the best of my knowledge and belief, it i~true~~cor~ t and complete. Declaration of preparor other than the per~nal~~ rrtative is based on aN infom~ation dwt~ich~e~arer~~~ kn~owled~ge. SIGNATURE OE PERSON RESPfJNSl81,f~ FOR FILING RETURN DATE ADDRESS '" 801 GREAT OAK LANE, KENNETT SQUARE, PA 19348 SiGNAT/I,~JRE~ ~O~F PREPA~~E%~ ER THAN REPRESENTATIVE D TE ClAl ~C 7 r3 r~ ADDRESS 21 A EAST ASHLAND ST., DOYLESTOWN., PA 18901 PLEASE USE OR1~3tNAL FORM ONLY Side 1 150561118U 1505611180 :~ T-1 ~e~i "~ > ~ ~~ ~_ C .... 1I f.. - ;~-± ...~. ,_. =-= ~ -,= w- ~.n ~ _.i,.~ J J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number DecedenrsName: ("IARGUERITE A FICKES 194-26-6945 RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1. N 0 N E 2. Stocks and Bonds (Schedule B) .................................... 2. 316 7 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ........................ 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. NON E 6. Jointly Owned Property (Schedule F) [Separate Billing Requested ....... 6. 117 9 7.0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ....... 7. 8 7 5 0 0 0 0 8. Total Gross Assets (total Lines 1 through 7) . 8. 10 2 4 6 4 .0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ................ 9. 2 51, 8 8.0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ 10. 1,15.0 0 11. Total Deductions (total Lines 9 and 10) ............................. 11. 2 5 3 0 3 . D 0 12. Net Value of Estate (Line 8 minus Line 11) ........................... 12. 7 7161.0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) . 14 7 71, 61.0 0 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 15. 0.0 0 16. Amount of Line 14 taxable at linealratex.o 45 771,61.00 16. 3472.25 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X . 15 18. 0 . 0 0 19. TAX DUE ....................................................... 19. 3472.25 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 L 1505611280 1~i05611280 REV-1500 EX (FI) Page 3 Decedent's Complete Address: 2111-0354 File Number 194-26-6945 DECEDENT'S NAME MARGUERITE A FICKES STREET ADDRESS 820 HUMMEL AVENUE CITY LEMOYNE STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 173.76 3. Interest (1) 3472.25 Total Credits (A + B) (2) 3873.76 (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 401.51 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 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 ....................................................................................... Q ^ b. retain the right to designate who shall use the property transferred or its income .......................................... Q ^ c. retain a reversionary interest .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ................................................................... ~ Q 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................................................................................................... ^ 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? ............ [~ 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................................... ^ 0 IF THE ANSWER TQ 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 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 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 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 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(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 X72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 3700.00 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Marguerite A Fickes 2111-0354 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 69 shares Met Life @ 45.905 3,167 TOTAL (Also enter on line ~, Recapitulation),~$ 3,167 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) pennsylvania . SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ""^'~ "' ' FILE NUMBER: Marguerite A Fickes 2111-0354 If an asset became 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 RELATIONSHIP TO DECEDENT A. Tracy Daly 801 Great Oak Lane, Kennett Square, PA 19348 ghter Granddau B. Marlene Shillenn 1801 Great Oak Lane, Kennett Square, PA 19348 (Daughter C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE 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 INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ING Orange Savings Account 1. A. t 1/13/08 10,304.00 ° 50.00 /0 5,152.00 PNC Checking Acct. # 5140020065 2. B 1/1/78 5,951.00 50.00% 2,975.50 PNC Savings Acct. # 5130074756 3. B 2/1 /79 7,339.00 50.00% 3,669.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on Line 6, Recapitulation) I $ 11,797.00 If more space is needed, use additional sheets of paper of the same size. REV-1510 Ex+ (08-09) SCHEDULE G pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS & R SEDENTDECEDENErrURN MISC. NON-PROBATE PROPERTY ESTATE OF FILE DUMBER Marguerite A Fickes 2111-0354 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is ves. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET °~ 'OF DECD'S INTEREST EXCLUSION pFaPrucasLEl TAXABLE VALUE 1. Property held in Marguerite Fickes Deed Trust 0 820 Hummel Ave., Lemoyne, PA 87,500 100.00% 87,500 0 See attached HUD-1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7, Recapitulation) $I 87,500 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESEDENT DECEDENTrURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Marguerite A Fickes 2111-0354 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Parthemore Funeral Home 10,065 2. Olde Towne Florist -funeral flowers 265 3. Funeral Luncheon 326 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. 3 4. 5. 6. 7. Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Cumberland County Recorder of Deeds 8. PP & L -electricity expenses 9. Penn American Water 10. Borough of Lemoyne -sewer expense 11. Shari Stevens -reimbursement for oil payment Total from Addendum ZIP 500 59 66 127 223 41 105 13,411 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 25,188 If more space is needed, use additional sheets of paper of the same size. Estate of Marguerite A. Fickes Schedule H (Continuation) Administration Expenses 12 Water Heater replacement 13 Water Heater parts 14 Greer Chimney 15 Ambler Electric 16 Shari Stevens -reimburse for electric parts 17 Settlement charges for sale of real estate 18 Seller Assist for sale of real estate 19 Transfer Tax for sale of real estate See Attached HUD-1 for #14 ,15, 16 428 43 885 171 42 8,342 2,625 R7S File No. 2111-0354 Tota I 13,411 REV-1512 EX+ (12-OS) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Marguerite A Fickes 2111-0354 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. it more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Mar uerit e A Fickes 2111-0354 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 ~ M l S ar ene hillenn, 801 Great Oak Lane, Kennett Square, PA 19348 Daughter Residuary 2~ Tracy Daly, 801 Great Oak Lane, Kennett Square, PA 19348 Granddaughter Sch. F, Item 1 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1:500 COVER SH EET, AS APPROPRIATE. II 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. $ 0.00 If more space is needed, use additional sheets of paper of the same size. Charles G. Cheleden Attorney and Counselor-at-Law Doylestown • Montgomeryville Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Marguerite A. Fickes File No. 2111-0354 July 13, 2011 Dear Register: Enclosed please find the following paperwork for filing: x n ._,. -~_ ~-, r ~ C..., r " t ~ =_ ~ ( ~ ~ f """ .. ~ . } C _ .. , -n~~: ~~ ~ ~~ ~ ~~ , c~ p , ~ ~, .~-- • Copy of first page of the REV-1500 -please time stamp and return in the envelope provided; • Original REV-1500 PA Inheritance Tax Return for the Register of Wills; • Original Rev-1500 PA Inheritance Tax ReturYi for the Department of Revenue: • Three (3) original Inventories. Thank you. CGC:jsl Enclosures Sincerely, CG CheCeden Charles G. Chelede:n 21 A East Ashland Streets Doylestown, PA 18901-4618 Phone: 215-230-4300 • Fax: 215-230-4301 • Email: cgtrust@,aol. com