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Home My WebLink About08-12-11J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box zsosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 10 1250 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 160-16-9551 11 /23/2010 09/02/ 1920 Decedent's Last Name Suffix Decedent's First Name MI Herr Mary E (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 OVALS BELOW i ' 1. Original Return ,,", 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 1 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 under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) ~vrcrtt~rvNDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number David A. Baric, Esquire (717) 249-6873 Firm Name (If Applicable) Baric Scherer LLC REGISTER OF WILLS USE ONLI= - , ~ First line of address _T.., A-, -- __ _ 19 West South Street ~ , _ ., , ?- <? r ; - Second line of address -~-t __~ . ,., , ~ f. ; _~~-} -,_ City or Post Office DATE FICEEb _ , ; _: , State ZIP Code , , _ . _ ; _ Z, ... Carlisle PA 17013 `~ ` ' ~' -- , c Correspondent's a-mail address: dbafiC@barlCSCherer.COm Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge 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 any knowledge. SIGNATURE OF P(~}/~p~/S~ON RESPO/N/~eyJIBLE F FILING R,E~T}U~RN DATE y/_l~/1011 1 _. ~ i ~ ~ ~ - O / / ~1 ADDRESS n / ~ ~~ 916 Wes>< ther Street,_Carlisle, Per}~ylvania 17013 SIGNATURE REF2 OTHERfrHa-tft7FpRt~cF6riTelriv~ ------- ADDRESS -- -- _ 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY 1 505605 1 058 Side 1 I- 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: Mary E Herr .160-16-9551 RECAPITULATION........ _.. 1 . Real estate (Schedule A) . ......................................... ... 1. 177,998.00 2. Stocks and Bonds (Schedule B) .................................... ... 2. I 8,500.00 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. 122,428.07 6. Jointly Owned Property (Schedule F) > Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 15,322.00 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 324,248.07 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 51,693.29 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 11. Total Deductions (total Lines 9 ~ 10) ................................ ... 11. 51,693.29 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 272,554.78 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. 272,554.78 __ . TAX COMPUTATION -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_ 0.00 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 0.00 1 g 17. Amount of Line 14 taxable at sibling rate X .12 45,434.90 17 5,452.18 18. Amount of Line 14 taxable at collateral rate x .15 227,119.88 1 e. 34,067.98 19. TAX DUE ....................................................... ..19. 39,520.16 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT .., 15056052059 Side 2 150560520:59 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 10 1250 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Mary E Herr 160-16-9551 STREET ADDRESS -_- 300 Avon Drive CITY Carlisle STATE T PA i ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments 39,520.18 A. Spousal Poverty Credit e. Prior Payments 42,839.19 C. Discount 2,141.95 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable 44, 981.14 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 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. (4) 5,460.96 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE . (56) 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: a. retain the use or income of the property transferred :.......................................................................................... Yes No ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ 0 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? .............. ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................................................................._._ _ ^ I-xl 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 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)]. 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)]. 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)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98) ~ SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary E. Herr 21-10-1250 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 reasonahle knnwiPrha ~s rho .oio„~„r f~,.t~ i~~ ~~~~~~ ~Na~o ~~ neeueu, mserc aaaioonal sheets of the same size) REV-1503 EX+ (6-98) SCI~IEDIJLE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT tJlAlt Uh Mary E. Herr All property jointly-owned with right of survlvnrehln miser tie a,«~~~_a __ ~_~_~..~_ FILE NUMBER 21-10-1250 ~- ~~-•- °r-~~ •~ ~~~~~~~, ~~~~~~, c~u,u~,iai sneers or me same s¢e) REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA p //~~ CASH, BANK DEPOSITS, $c M'S~r. I NHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Mary E. Herr FILE NUMBER 21-10-1250 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with i ht f r g o survivorship must be disclosed on Schedule F ITEM . NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. M & T Bank checking account Acct. # 42491592 , 21,983.24 2. M & T Bank savings account, Acct. # 15004205405225 28,788.05 3. auction proceeds, sale of personalty 3,207.00 4. Transamerica annuity 25,186.59 5. sales of personalty 5,480.15 6. M & T Bank, certificates of deposit 31,200.95 7. Chapel Pointe refund 561.99 8. dining room furniture 540.00 9. Sentinel refund 31.54 10. Comcast refund 3.86 11. silver dollar sale 479.00 12. Bankers Life refund 350.69 13. Capital Blue Cross refund 224.27 14, car sale 3,200.00 15. jewelry sale 800.00 16. Home Instead refund 390.74 TOTAL (Also enter on line 5 Recapitulation) $ 122,428.07 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY -----~ ..._ .... ............~~~ ~~~~~~~ ~~ ~~~r same s¢e~ ESTATE OF FILE NUMBER Mary E. Herr 21-10-1250 This schedule must be completed and filed if the answer t~ a~„ ~+~~~o~r,.,.,~ , ,ti....,..~.. __ .~_ _____- . , ... __. REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary E. Herr ITEM NUMBER A. FUNERAL EXPENSES: 1. SCNEDIJLE M FUNERAL EXPENSES & ADMINISTRATNE COSTS FILE NUMBER 21-10-1250 Debts of decedent must be reported on Schedule I. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) James C. Eurich, II 14,225.00 Social Security Number(s)/EIN Number of Personal Representative(s) ~~~ ~ '" ~yG' street address 916 West Louther Street city Carlisle state PA Zip 17013 Year(s) Commission Paid: 2011 2. Attorney Fees 14,225.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant None Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 360.00 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. S & R Roofing 7,865.00 B,. PPL 1, 320.35 9• L & M Heating 7,221.00 10 Rynard's Lawn Service 369.94 ~ ~ D. McLaughlin Painting 3, 890.00 ..,.~~~..,.,«~..SEE ATTACHED..*..,,...*,.*..,,..*..,*...*. TOTAL (Also enter on line 9, Recapitulation) I $ •`~ 1 , 6 3 3 ~ 2 9 (If more space is needed, insert additional sheets of the same size) Estate of Mary E. Herr File No. 21-10-1250 Schedule H Continued 12. Let's Move It $135.00 13. Cumberland Law Journal (legal advertising) $ 75.00 14. The Sentinel (legal advertising) $166.00 15. Beidel Mulch $135.00 16. Kevin Wickard auctioneer $794.25 17. Chem Dry $212.00 18. D.J. Gries -floors $350.00 19. D.J. Gries -trash removal $150.00 20. Cloward Building Concepts $200.00 REV-1513 EX+ (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary E. Herr SCHEDULE J BENEFICIARIES FILE NUMBER 21-10-1250 NUMBER NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE () Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 • George Myers brother 1 / 6 18 Strawberry Court Carlisle, PA 17013 2• James C. Eurich, II nephew 1/ 12 916 West Lowther Street Carlisle, PA 17013 3. Karen Robitalle niece 1 / 12 127 East Cumberland Drive Enola, PA 17025 ************SEE ATTACHED**'********•**•*** ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE 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 I $ 0.00 (If more space is needed, insert additional sheets of the same size) SCHEDULE J BENEFICIARIES (Cont.) Name and Address of Person Receiving Property Relationship Deborah Baldwin Niece 18 Ray's Drive Newville, PA 17025 Paul Herr 6 Ladnor Lane Carlisle, PA 17015 Ronald Herr 120 Mill St. Mt. Holly Springs, Pa 17065 Pauline Alspaugh 1000 W. South St., Rm. 59 Carlisle, PA 17013 Darlene Herr 17350 Old Turnpike Road Millmont, PA 17845 Kirby Herr 194 York Road Carlisle, PA 17013 Rodney Herr 26 Maple Ave. Walnut Bottom, PA 17266 Judith Dress 126 Lancaster Blvd. Mechanicsburg, PA 17055 Amount/Share 1; 6 Brother-in-law 1 i 12 Brother-in-law 1 / 12 Sister-in-law 1/1.2 Sister-in-law 1/12 Nephew Nephew Niece 1 /24 1 /24 1/12