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HomeMy WebLinkAbout09-22-111505610143 REV-1500 ~``°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Individual Taxes ~^"Tr"Ear~~~ Po Box.2sosol INHERITANCE TAX RETURN 21 11 0732 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 159 24 9310 06 26 2011 11 27 1916 Decedent's Last Name Suffix Decedent's First Name MI ANDERSON VANCE O (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL tN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return 4. Limited Estate n 4a. Future Interest Compromise ra~~e ..r ae~~ti tee. ,o ,o am 8 Decedent Died Testate ~ ~ Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit (date of death between 12-31-J1 and T-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required MI 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JOEL O SECHRIST ESQ 717 938 3396 First line of address 568 OLD YORK ROAD Second line of address City or Post Office ETTERS State ZIP Code PA 17319 Correspondent's a-mail address: S@ChrlStlaWl~grT1a11.COm REGISTER OF;iNI~S USE OfV~LY rl.-Ln ~~ ~ ~ ~= r rj ~~ f° -. ~_\ l _.. _ J.:r f _ , DAT LED °. e.' ~z~ ;_3 '~. `l '`, i....- T) C7 -r-r 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, corcect and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATU OF PERSON R SPONSIB OR FILI RETURN DATE ~_ Dean R Anderson 9 ZO ~ ~ ADDRESS 2570 Stillmeadow Lane. York. PA 1740 SIGN OF PRE R O ER THAN REPRESENT DATE _ Joel O. Sechrist Esq. 2 o L AD 5 Old York Road, Etters, PA Side 1 1505610143 1505610143 J PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF 1 21 11-07 26ER I Anderson, Vance O 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 #2 t\_)i~Qi ~ _ ~~~ Name Address1 Address2 City, State, Zip Date 900 Schoolhouse Lane Lewisberry, PA 17339 o- -ao t ~ 1505610243 REV-1500 EX oe~~ae^rSNeme: Anderson, Vance O Decedent's Social Security Number 159 24 9310 RECAPITULATION 1. Real Estate (Schedule A) ..................................................................................... .. 1. 2. Stocks and Bonds (Schedule B) .......................................................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)....... .. 3. 4. Mortgages i;< Notes Receivable (Schedule D) ...................................................... .. 4. 9 , 03 9. 0 0 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............. .. 5. 160 , 98 9.2 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers & Miscellaneous inn; Probate Property (Schedule G) U Separate Billing Requested........... . 7. 306 , 820.64 8. Total Gross Assets (total Lines 1-7) ................................................................... .. 8. 4 7 6 , 8 4 8.93 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .. 9. 11 , 635.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 9 , 42 9. 3 4 11. Total Deductions (total Lines 9 & 10) ................................................................. .. 11. 21 , 0 64.34 12. Net Value of Estate (Line 8 minus Line 11) ........................................................ .. 12, 455 , 7 84.5 9 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, 4 55 , 7 8 4 . 5 9 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 455 784 .59 ~ 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 20,510.31 0.00 0.00 20,510.31 Side 2 1505610243 1505610243 ,~ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0732 DECEDENT'S NAME Anderson, Vance O STREET ADDRESS Messiah Village CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 1,025.52 (1) Total Credits (A + B) (2) 20,510.31 1,025.52 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund (3) (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 19,484.79 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^ x 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^x ^ 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 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 January 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 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 12 percent [72 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. Rev-1507 FJC+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES 8~ NOTES RECEIVABLE ESTATE OF FILE NUMBER Anderson, Vance O 21-11-0732 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ~Ir more space Is neetletl, atltlitional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98) Rev-1508 EX+ (g_98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anderson, Vance O 21-11-0732 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. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Anderson, Vance O 21-11-0732 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH ~ OF DECD'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND INTEREST (IF APPLICABLE) THE DATE OF TRANSFER. ATTACK A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET VALUE 1 Edward Jones account -Divided equally among 256,708.35 256,708.35 Decedent's sons: David R. Anderson, Dean R. Anderson, Dennis R. Anderson and Doyle R. Anderson 2 Everence financial annuity - DivFded~among 50.112.29 50,112.29 Decedent's sons: 40% to Dennis R. Anderson, 40% to Dean R. Anderson, 10% to David R. Anderson and 10% to Doyle R. Anderson TOTAL (Also enter on Line 7, Recapitulation) I 306,820.64 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc; Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+t10-oe- SCHEDULE H COMINONEEWRREAgqLTCC~~{{EOFgqP~~ENEENggUUYLVANIA FUNERAL EXPENSES ~ RESIDENTDECEDENTR" ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Anderson, Vance O 21-11-0732 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: Beaver-Urich Funeral Home B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s) Commission Daid 2. Attorney's Fees Joel O. Sechrist Esq. 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 8,380.50 2,625.00 629.50 TOTAL (Also enter on line 9, Recapitulation) I 11,635.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Anderson, Vance O 21-11-0732 ITEM NUMBER DESCRIPTION AMOUNT Probate Fees 1 Carlisle Sentinel legal ads 200.00 2 Cumberland Law Journal legal ads 75.00 3 Register of Wills additional probate fee 125.00 4 Register of Wills File inheritance tax return 15.00 5 Register of Wills file Releases 20.00 6 Register of Wills probate fee 194.50 H-B4 629.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-7512 EX+(12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMON WEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Anderson, Vance O 21-11-0732 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-1513 EX+ (t t-08) R~ LN~E q~ ENT SCHEDULE J COMM~HRESIDAENT DECEDEN~R~VANIA BENEFICIARIES ESTATE OF FILE NUMBER Anaerson, vance ~ 21-11-0 732 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I ' TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 David R Anderson Son one quarter of 522 Ellencroft Drive estate Lewisberry, PA 17339 Dean R Anderson Son one quarter of 2570 Stillmeadow Lane estate York, PA 17404 Dennis R Anderson Son one quarter of 132 Westbury Place estate Columbia, SC 29212 Doyle R Anderson Son one quarter of 900 Schoolhouse Lane estate Lewisberry, PA 17339 Total Enter dollar amounts for distributions shown above on lines 1 5 throu h 18 on Rev 150 0 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ?,~1.4? T~TILL 1!~!? i'SS? OF VANCE O. ANDERSON I, VANCE O. ANDERSON, of Fairview Township, York County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all wills by me heretofore made. FIRST: I order and direct that all of my just debts and funeral expenses be paid by my hereinafter named Co-Executors as soon after my death as may be found convenient. ---__ - - SECOND: All the rest, residue and remainder `-of - my -bstate~;- "-- - real, personal and mixed, of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death I give, devise and bequeath as follows: A. Twenty-Five (25~) percent to my son, DEAN R. ANDERSON, or if he fails to survive me, to his issue per stirpes; B. Twenty-Five (25$) percent to my son, DENNIS R. ANDERSON, or if he fails to survive me, to his issue per stirpes; C. Twenty-Five (25$) percent to my son, DAVID R. ANDERSON, or if he fails to survive me, to his issue per stirpes; D. Twenty-Five (25$) percent to my son, DOYLE R. ANDERSON, or if he_fails to surYve_me,_ to his issue per stirpes; and THIRD: I hereby nominate, constitute and appoint my said son, DEAN R. ANDERSON, and my son, DOYLE R. ANDERSON, as Co-Executors of this, my Last Will and Testament, and I do direct that no bond shall be required of such Executors hereunder. My said Executors shall have full power at their discretion to do any and all things necessary for the complete administration of my estate, including the power to sell at public or private sale and without order of Court, any real or personal property belonging to my estate, and to compound, compromise or otherwise to settle or adjust any and all claims, charges, debts and demands, whatsoever, against or in favor of my estate, as fully as I could do if living. IN WITNESS WHEREOF, I have hereunto set my hand a/nd seal to this my Last Will and Testament, this ~~-day of ~Pce~.bt~, 1995. (J~J9,L _ ~ o~ ,e_ .,-~~, ( SEAL ) Vance O. Anderson Signed, sealed, published and declared by the above named Testator as and for his Last Will and Testament, in the presence of us, who at his request and in his presence and in the presence of each other have hereunto subscribed our names as witnesses. ~>~ Sepbernber ~, 2011 Joel t} Sechrist Esq. 568 Old York Rd Ettexs, l'A 17319 RE: VaDCe €l And SSN: 159-24-9310 I)OI): D6-2Ei-2011 Dear Mr. Sechrist: I~ .~ ~ yu~a ~ for Date of l~akh {DOD) balanc for the +customer noted above, our records shQV~ the follov;~ing: Checking A.coaunt A.ccotttxt # S004b18193 Established: 0?-01-2005 V.ANCE O ,ANI?ERSC}~T DOD balance: $ 7,29Ei.$8 + 0.33 accrued interest Interest mid 0l -0I -2011 thru 06-26-20I 1 $ O.ZO Y'I'D Please note that this office p~vides date of death balances fcxr depC+sit ~ (IRAs, CDs, Checking and Savings). We da Bat prn any fisaae~rl ~ or p artatt~me~. 1f yuu any of these items, please calf 1-888 PNC-BAND (1-888-762 2265} ar strap by Ytiur local PNC Bank branch affce. sincerely, National Fi~ncial Spices Cdr PNC Bank, N.A. Member FD1C 7~ris mRessage is ir~terd ft~r thre srse of the irrdrviat~ad txr entity to which it is addressed and mrry contain infarnurtion that is privileged cQr~desitial and exer,~pt from disclo~,sra~e under a~alicable law, If the reader of this message is not the i~eruled recipient or the emplo}+ee or agent responsible for delivering this message to the intended recipient you are hereby ~t fixed t3r~rt any disseminatiar~ distribution ar copying of this canfmunicatians is strictly prohibited If you have received Etas commtoricatipn in error, please notify me immediately by reply or by telephone at SDO-762-1 T75 and immediately destroy this faxed da~currtent_ Exhibit to Schedule E Page 1 of 1 "t"L' BICF Brethren in Christ FOUNDATION POST OFFICE BOX 290 431 GRANTHAM ROAD GRANTHAM, PA 17027 Joel O. Sechrist, Esquire 568 Old York Road Etters, PA 17319 H~i«ri~cirzl Sc~rvir~cs /i~r Hrur1~/ul Shst~ai•~c August 30, 2011 Dear Mr. Sechrist: Bel^~=~ -- ~ find the information that you requested for the investments that Vance O. Anderson h.ad with the Brethren in Christ Foundation as of the date of his death, June 26, 201 1. All of these investi~-ients were solely in Mr. Anderson's name. Investment Date-of--Death Balance Accrued Interest Total Date-of- Death Value Interest Y-T-D at Death Special TAP #3618 73,500.00 75.21 73,575.21 578.95 Certificate #13696 25,000.00 33.90 25,033.90 238.67 Certificate #13706 30,000.00 40.68 30,040.68 286.42 Certificate #13792 25,000.00 42.29 25,042.29 252.10 Totals 153,500.00 192.08 153,692.08 1,356.14 If I can be of further assistance, please do not hesitate to contact me at 717-796-4788, x 5420, or at klel~man!c~.bicfoundation. or<~. Sincerely, K~ ~ _ Kimberly J. Le an Account Officer KJL/kj 1 Exhibit to Schedule E Phone: (717) 796-4788 Fax: (717) 697-7714 E-mail: info@bicfoundation.org ®v~ Everence August 4, 2011 Dean Anderson 2570 STILLMEADOW LN YORK PA 17404-1235 Everence Financial 1110 North Main Street Post Office Box 483 Goshen, IN 46527 vrww.everence.com Toll-free: (800) 348-7468 T: (574) 533-9511 Dear Dean: As requested, I have listed below the information related to your father, Vance O Anderson's Everence (formerly MMA) annuity. Agreement Number 5440666 Type of Annuity Non-Qualified Annuity Annuitant/Owner Vance O Anderson Date of Death Value (06/26/11) $50,112.29 Cost Basis $50,000:00 Taxable Amount $ 112.29 I hope this information has been helpful, if you have questions or need further assistance please contact our office at (800) 348-7468 or (574) 533-9511 extension 3233. Sincerely, Gloria Yoder Client Services Representative - Everence Association Inc., a fraternal benefit society Exhibit to Schedule G ' .~ D O O a A~ ~ ~ 1 1 O c0 OD p ~I ~ CJ~ ~P p GJ N -+ p O -+ ` ~ (D fD ~~ m ~ MM W n ~ ~ ` ~ o ~ m ~ ~ W ~ ~ ~ ~ (~ 1M ~ ~ w ~ m o 0 ~ ~ ,~ ~ y (A C CD ~ Q. ~ ~ O O. ~ C ~ ~ 3 fA p a n N W ~ m ~ ~ n ~' a ~ c C7 ~. ao ~ ~ " ?~ ~ o ~ C O = ~ O. Q: .~+ Q 3 ~ ~ 7 7~ Q ~ .~ ~ ~ ~, C N cn ~D N y O C ~ ~ ~« ~ cOn Q ~ ~ ~ ~ 2 ~ ~ m ~ ~ m ~ ~ ~ r. = '~ o Q Q, ^ o~~ y ~ om ~ w ..« ~ n d4 fH b9 fi9 69 fig ffl ffl b9 fl9 fA {~ ~, m N ~ ~ ,_« ~ ~ O pp ~ N ~ ~ n n ~ ~ ~ O y O O• A N ~ ~ ~_ CD f D ~ _ ~ O .-. (p m ~ a ~ ~ o ~ ~, ~ ~' ~ ~ o " ~ ~ N ~ i pp • .,. ~ Q ~ ~u ~ V j 1 V ~ O cD N ~ W ` G = . X Cn Q. W N .NP O t~ O pp ~i 7~ ~ ^ c~i, °~ . v a rn ° w O ° n o ~ , n c o o ~ ~~ ° ~ ~ m a w ~c a~~ c~a ~ ~~ Q. ~ a m ' ~ ~ ~ m n ~ m 3a Q m o ~ O ~: - ~ ~ °~ m ~. ~' m N $ ~' ~ Q ~w o' ~'~ - f11 O n O~ _ Q. N ~ y.. (7 ~ . O. n (D _ . C ~ ~ < ~ ~ `~fD ma . C ~ O . (}~ - O ~~ (D ~' ~~ (n ~ Q ~ Q ~ . Q ~t _ - ~ ~ n Exhibit to S chedule G ~ a ~' n ~ '< a m ~ ~. <_ Q ~ ~ ~ a ~ rn m ~Z ~° 00 a ~o 0 T~ /\ D 0 .~ N 0 ~_ f" r m D r Z ^D ^~ \/ C m 5 O " a Z co v~ ~ ~ z D 0 C Z c a~ m w w 0 D a~ m L C N O 1 m . y ~~ y I ~ N O ~• ~~ ~_ C 7 O -t N S ~D O 3 A N