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HomeMy WebLinkAbout09-26-11 J 15D561D105 REV-i~ao ~~~-u>~~ t']FFICIAL USE Qlit'`Y PA Department of Revenue P~nsYt~a County Code Year F_ fle Nunber Bureau of Individual Taxes '~"~~M'~ ---- --- --- Po BOX z8ot3or INHERITANCE TAX RETURN ;- Harrisbu PA s u8-o6oi RESIDENT DECEDENT ~ ~ 1~~ !,~~ `~ i ©lt?~ ENTER DECEDENT NiFORtYU-TiON BELOW Social Security Number Date of Death MA~DYYYY 179-12-4533 ' ~ 06/07/2011 Deosdent's Lass Name Suffix Liddick (If Appiicaible) Etter Surviving spouse's Information Below Date_af Birth MMDDYYW 04/18/1918 __._ Decedent's First Name~~~ Mf Anna '~ E 5pouse's Last Name Suffix Spouse's Fist Name Ill 'wa Spouse's Sochi Security Number _ __ THIS RETURN MUST BE FILED IN DUPLICATE YVRH THE : REGISTER OF WILLS Fft.L Ni APPROPRIATE OVALS BELOW t!D 1. Original Return O 2. Supp{ementeE Return O 3. Remainder Return (Date of Death Prior to 12-13-82) t= 4. Limited Estate O 4a. Fuhrre Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) Q 8. Decedent Died Testate O 7- Decedent tlAafntelned a Living Trued _, 8. Total Number of Safe Deposit Boxes (Attach Copy of III) (Attach Copy of Trust.} O 9. Lifigatbn Proceeds Received O 10. Spousal Poverty Credrt (Date of Death a 71. Elerdion to Tax under Sec. 9113(A) Between 12-31-41 and 1-1.95) (Attach Schedule O) CORRE SPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRL.SPDNDENCE AND CONFIDtJf17A1 TAX t1fFORUATIDN SHDULD BE DIRECTED Tit: Name - Daytime Telephone Number r._._ _. _ ________---- -- _ -;Bruce D. Foreman ~ 1 ~ 717 236-9391 First Line of Address :112 Market Street Second Line of Address s Sixth Floor City or Post Office State ZIP Code Harrisburg PA ' 17101 REGISTER OF iMH.LS USE ONLY :'-7 Q _ ~. __ 7 , , ~ T C7 --j -> r-- -.,. r~-r r~..; ~` 1 _) - DAT~~iEt3ti''' ` . ---1 ;' ~_..°--.___~_._.__~ a ., Correspondents s~nrail address: bnJGe~fFClaW.net Under penal9ea of perjury, I delete that t trove examined this return, kre4rd4rg aecrorrpJaeryirsg schedules and arts, and to ttn: best of my fcrwwledge arxt belief, R is true, mmect and complete- Declaration of preparer other than the persrxeel represeMattve Is based on ali information of wMch prepenx has any IaiaaMedge. SIGNAT~ OE, PERSq ~L.E F~~iI.I(JG N r DATE . _......,_ ~ /Z ~ L.~'{l~'I/~Z=lt.:° i~l~u? ~1r ~Ly~-(.~J I C3 r2-C3(1t- L~.%t Z ? ~ O' `T ,~ SIGNATURE OF PREPARER OTHER THAN REPRESENT DATE ADL7RESS Pi.EASE USL" ORIGINAL FORM ONtY Side 1 1505610105 1505610105 J ~~ -- • - ,-r-; ~•~ ~~~ 1505610205 REV-1500 EX (Fl) Decederd's Social Security Number ..---_._ __.._.,,._..._.._._.._..____._ T _--..._..--. .. -, 179-12-4533 E t>'S w,me: Anna E: Liddick RECAPITULATIOti 1. Real Estate (Sc;hedule A) ....................... . .................... . 2. Stocks and Bonds (Schedule B) ..........................-............ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C} .... . 4. Mortgages and Notes Receivable {Schedule D) ................ . ... . ..... . 1. [ 74,804.95 3. 'r 4. 5. Cash, Bank Deposits and MisceAaneous Personal Property (Schedule E}....... 5. ; 141,21695 ; 6. Jointly Ovmed Properly (Schedule F) O Separate Billing Requested ....... B. '; 4,030.88 ' 7. inter-Vkos Transfers & Miscellaneous Non-Probate Property (Schedule c} O Separate Billing Requested....... . 7. 8. Total Gross Assets {total Lines 1 through 7? ............................. 8- 220,052.78 9. Funeral Expenses and Administrative Costs (Schedule H} ................. .. 9. ! 11,317.94 10. Debts of Dec~dern, Mortgage L'iabtities and Liens {Schedule I] ............. .. 10. 29,437.fi9 11. Totef Dedutdiorrs (total tines 9 and 14) .. . . . . .......:....... . ... . . .... .. 1 t. ,s_...r..._._ 40,755.63 ~.._~m , 12. Net Value of Estate {Line 8 minus Line 11) ............................ .. 12. ' 179,297.15. ~ 13. Charitable and Govemmyntel ByquestsfSec 9113 Tnists for which ___ __.,...,-~~.,.....r,_~~ ~ ' an eiec#ion to tax has not been made (Schedule J} ...................... .. 13.• ` 14. Net Value Subject to Tau (Line 12 minus Line 13) ........................ 14. ~ 179,297.15 TAX CALCULA'T'ION -SEE INSTRUCTIONS FOR APPLICABLE RATES 1~. Amount of Line 14 taxably at the spousal tax rate, or .. __~. -..__- _ . . _ _ _.... __. _._ _..... -._.._.. ___.... _.___ ...._ _ - _ transfers under Sec. 9118 __.._._,.._...__..._._ --.-.- -- _ , ~ 16. Amount of Line 14 taxable "°" ..-.._r.:~,y.,..-~__ 15 ~ 297 179 ~ -__._---.-. ' ._-._ ..., ......,,,,.z~....__~..__._.._ 8 068 37 . , at lineal rate x .0 45 1s. , . ,.. _ .m... i7. Amount of tirre 14 taxable , , ~> _. at sibping rate X .12 ~w._.:.....,..,.,.._.,_._,__ r _ i 17. ......_._ ... .. _ ____~._ 18. Amount of Line 14 taxable + ' at collateral rate X .15 y. _... . 18. , 19. TAX DUE ............................................... ........ ..19.. 8,0$8.37 20. FILL IN THE OVAL IF YOU ARE RE~UESTlNG A REFUND OF AN OVERPAYINENT O Side 2 15fl5610205 15[75610205 J REV--~ 500 IX (FI) Psge 3 Deceden#'s Comple#e Addrass: File Number DEC S NAME Anna E. Liddick STREET ADDRESS - 319 Fotarth Street, Box 161 ~Jy - STATE ZIP Summerdale PA 17093 Tax Paymen#s and Credits: 1. Tax Due {Page 2, Line 19) 2. CreditslPayments (1) A. Prior Payments _ B. Discount 3. Interest Total CradRs (A + B) (2) (3) 4. If Lme 2 is greater than Line 1 + Line 3, enter the differ>xlce. This is the OVERPAYMENT. Fiq in oval on Page 2, Line 20 to request a refund. l4) 5. If Line 1 + Line 3 is greater than Line 2, ember the drtference. Thy is the TAX DUE. (5) Make check payable to: REGISTER OF WELLS, AGENT. ~~- PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN TtIE APR~ROPRIATE BL©CKS 1. Did decedent make a transfer arid: Yes No a. retain the use or inoorne of the property transferred .......................................................................................... ^ b. retain the right to designate who shall use the property transfamed a its incorrle ._ ......................................... ^ c. retain a reversionary inbelest .........................:.......................................................:............................................ ^ d. receive the promise for ICfe of either payrner@s, benefits orcare? ..........................................:................-...---.... ^ 2. tf death occurred after Dec. 12, 1982, did decedent transfer property within one year of death witllout receiving adequate oonsideration? ..... ......................................................................................................... ^ ~- 3. Did decedent own an "tn trust for" or payable~upon-death bank acxount or security at his or her death? .............. ^ ~- 4. Did decedent own an irxfividuai retirement account, annuity or other non-probate properly, which oxitains a beneficia-y designation? ........................................................................................................................ ^ ~ . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST GO)WPLETE SCHEDULE 6 AND FlLE R AS PART OF THE RETURN. For dates of death on a 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 (T2 P.S. §9116 (a) (1.1) (i)]. For gybes of death on or after Jan. 1, 1995, tJ'~ Fax rate imposed on the net value of transfers th a for the use of the surviving spouse is 0 peroerit [72 P.S. §9116 (a} (1.1) (ii)]. The statute does not exempt a transfer fp a surviving spouse from tax, and the statubor)+ requiremerds for disclosure of assets and fding a terx relum are stgl appNcat>fe even if the surviving spouse is the only ber~Ciary. 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 a younger at de~)i to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [/2 P.S. §9116(a)(1.2}]. The fax rate rrnposed on the net value of transfers th or for the use of the deoedenYs iir>aal benefadaries is 4.5 percent, except as Hated in 172 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers th or for the use of the decedent's sit~lgs is 12 perc~t (72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least ate parent in common with the decedent, whether by bbod or.adoption. REY-iSt32 EX+ (11-OS) F. pennsyEvania SCf~EDULE A ~~ DEPARTMEN70F REVENUE INNERlI'ANCE Tax RETURN REAL ESTATE RESIOEIJT DECENT E~A~ aF FILE NUMBER Anna E. L.iddick 21-11-0605 Ail real property awned solely or as a terraat in common nwst ba r at (ak market due. Falr market vahre is defined as the prl~ at which property would be exchanged between a willing buyer and a willing seller, neither berr~g compelled to buy or sell, both having reasonable lawwledge of the relevant fads. Real property that is joi~ly-ormed with right of survivorship must be disdosad on Schenk F. Attach a wpy of tfie.settlement sheet if tfie property has been sold. ITEM Indude a copy of the deed showing decedem's interest if owned as tenant in common, VALUE AT DATE NUMBER ~ ~ DEATH DESCRIPTION 1• Net proceeds of sale of 319 Fourth Street, Summerdale, PA 17093 2. Down payment on sale of 319 Fourth Street, Summerdale, PA 17093 3. Refund of final water bill e~cxow 73,722.27 1,000.00 82.68 TOTAL (Also enter on Line 1, Recapitulation.) ~; 74,804.95 ' If more space is needed, insert add'Riarwl sheets of the same size. REV-150$ IX+ (is-so) t r . pennsylvania SNfED~i~ E " oEVaRTMENr OF REVENUE `,A,.7i7~ BANK iDEPOSITS 8t NISC. INHE%UTRIKETAXRETIIRN PERSONAL PROPERTY RE4DENT DECADENT --- - -. Esra,E oF: FrLE rtut~B~R: Anna E. Liddick 21-11-0605 Include the proceeds of litigation and the date the proceeds were received by the estate. /lil property joMdy owned with night of survivorship moat be disclosed on Sdredute F. 1. Prudential Insurance Payal~"to Estate 2. Asset's of Anna E. Liddick Revocable Trust 3, Sale of 2005 Honda Automobile 4. Highmark Insurance Refund 5. PA loitery Refund 6, ~Verizon Refund 7. State Farm Insurance Refund g, Direct N Refund g, AAA Refund 10. Fahnestodc Auction Proceeds 11. PA American Water -Interest Payment 12. Direct N Refund 3,656.18 123,003.13 11,500.00 150.44 500.Q0 29.01 149.66 48.32 18.75 2,131.Q0 2.48 27.98 TOTAL (Also enter on Lme 5, Recap~vlation) ; I 141,216.95 -- If more space is needed, use additional sheets of paper of the same size. . REV-i5D9 Ex+ (oi-io) r'_l_. ~._~ penns~Lvania DEPARTMENT DF REVENUE INHERITANCE TAX RETURN RESIDENT DEI~EfR SCNEpVLE F JOINTLY-0WNED PROPERTY ESTATE OF: FILE NUMBER: Anna E. Lidd)ck 21-11-0605 if an ae~et became,~ointlp owned within one year of the decedent's dabs of death, it must be n:porbed on Schedule G. SURV[V)NG JOINT TENANT{S} NAME(5} ADDRESS RELATIONSHIP TO DECEDENT ~ Charles E. Liddidc, Jr. 4236 Lakeview Parkway Locust Grove, VA 22508 Son B. C. JOLLY OWNED Tif: ITEPS NUMBBi LETTER tVR TENA}tr DATE MADE 70IIPr DESCRIPTION OF PROPBm INUlAE MANE OF PWAfN7AL ULSTInlr10N AND BANK AICflOUNr NUMBER OR StnTHAR iDETRIFYING NUMBER. ATTAdi {TEED FDR X)INTIX F~L REAL ESTATE. D~'E Of DEATH VAUIE OF ASSET ~ of OlNT'S INTHlLST DATE OF HEATH 1lAL1JE DF DRIDENtS DITEREST 1. A AlneriChaiceF.C.U. ~: 2,360.28 50 1,180.14 2. A. fst National Bank of Malysvitle 5,701.48 50 2,850.74 n TOTAL (Also enter on line 6, Recap~ulation) I; 4,030.88 If more space is needed, use additions sheets of paper of the same size. ~v-isil ex+ (ia-o9) Pennsylvania DEPARTMENT Of REVENUE F7 DEPARTMENT Of REVENUE INHERrrANCE TAI( RETURN REStDExr DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE CASTS ESTATE OF -FILE NUMBER Anna E. Liddick 21-11-0605 Oeoedert's debts must be reported ~ Scirednle I. A. FUNERAL EXP1rIVSES; 1. 2. Gravestone - Engr,Bving to Frank Snyder & Son Monuments e. AOMINIS'TRATIYE COSTS: 1. Personal Reprnsentatlve Commissirxls: Names} of Personal Representative{s) Street Address ~Y State ZIP Years} Commission Paid: 2. Attorney Fees: 3- Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant Street Address ~' State ZIP Relationship of Claimant to Decedent 4. Probate Fees: S. Acwuntant Fees: 6• lax R~tum Preparer Fees: ~. Palri~-News (Advertising Costs) a- Cumbetiand Law Journal (AdverBsulg Costs TOTAL (Also enter on Line 9, Recapitulatton) I # If mare space is needed, use additanaf sheets of paper of the same size. AMOUNT 8,700.00 215.00 2,000.00 128.50 204.44 75.00 11,317.94 REV-1512 EXt {22-t18} E Pennsylvania DEPARTMENT OF REVENUE IIYHERILAMCE TAX RETURk RESIDENT DKEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILIRES ~ L3ENS ESTATE QF FILE. NUMBER Anna E. Liddick 21-11-0605 Repeat debts incurred ~r the aeoeAent prior to death that remaN~ed unpaid at the data of death, intgeding 1>wr+~ld Raedicai axpeasea. ITEM VALUE AT DATE t~IMBER DESt7tIFTION OF DEATH 1• Chester Yeager (Grass Mowing) 120A0 2. ~ Internists of Central PA (Medical Bill) ~ 14.64 3. Direc# TV (Satellite TV BSI) 76.30 4. ' PP&L (Electric Sill) 43.20 5. PAWC 19.$1 6. Sadler Oil {Hea6n9 Oil 200.00 7. Verizan (Telephone BiA) 52.91 8. ~ SUMC {Funer~ Luncheon} 100.00 9. PPB~L (Electric BAl) 51.24 11. AA American Water (Water Bin) 29.fi5 12. 'Sadler Oil (Heating Oil 1$0.76 13. Chester Yeager {Grass Hawing) 120.00 14. XFR Fee 15.00 15. ~ Leilaini HcNally {Anna E. Liddidc's Bequest) 5,000.00 16. .Tracy lJ {Anna E. Liddidc's Bequest} 5,000.00 17. ~ Scott L+dctdt {Anna E. Liddc;k's Bequest) 5,000.00 i8. 'Lisa Bitting {Anna E. Liddidc's Bequest} 5,000.00 19. Ken Bitting (Anna E. Liddidt's Bequest) S,000AO 20. Debbie Lupold, Treasurer (Tax B~~ 10.00 21. Debby Lupold, Treas~x (Tax Bbl} 341.63 22. Dtrect TV (SateNite TV) 76.30 23. Charles Liddidt (Administrative Costs) 1,012.30 24. Verizon (Telephone Bill} 5329 25. PPBL (Electric Bill) ~ 53.11 25. Direct TV {Satellite TV} 27.9$ TOTAL {Also enter on Line 10, Recapitulation) $ 27,59$•12 [f more space is needed, insert addRional sheets of the same size. REwisiz ex+ {i2-os~ r pennsyEvania SCHEDULE I ' DEFARTPoENT Of REVENUE DEBTS OF DECEDENT, mHeuTANC~ TAX RETURN MORTGAGE LIABILITIES & LIENS RFSIDENr DECEDENT ESTATE OF FILE NUMBER Anna E Liddiclc 21-11-0605 Report debts marred by the decedent prior to death that eemained unpaM at the date of death, inducting uareimbursed mefical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 26. P~lAmerican Water {Water) 31.29 27. East Pennstwro Township (Trash Collection) 128.70 28. Chester Yeager (Grass Mowing) 280.00 29. PP&L (Electric Bill) ~ 38.10 30. ~ Fahnesiodc Auction Services (Auction} 489.00 31. Lynn L,iddidc (fling Appraisal) 50.00 32. PA American Water (Water BR) ?9.86 33. Sarn Marlin (Auction Trash Removal) 100.00 34. Trips to Pennsyhrania (Ckr~irrg on the House) 358.63 35. PP&L (Elec6ic Bdi7 57.20 36. Cocolamous Creek Disposal Service (Durrtpster -Auction) Y 286.79 TOTAL (Also enter on Line iD, Recapilarlat'ton) ; 1,1339.57 If mare space is needed, insert add'ttional sheets of the same size. ItEV1T37a Ex + {eme) REVERSE ~ =`~ Pennsylvania DEPARTMENT DF REVEPIlJE INIf6iiTANCE TAX RETURN SCI~IEDULE J BENE~iC#AR#ES ESTATE OF tat nuenocrc Anna E. Liddick 21-11-0605 When flat rate method is elected, list the beneficiaries of the Pennsylvania properly. When proportionate method is elected, tlst all beneficiaries. ' ITEM TIMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY _ _ I. TAXABLE DISTRIBUTIONS (ndude outright spousal Qiahibutions and transfers under Sec. 2118 4ag1z-} 1. Charles E. Liddick, Jr., 4236 Lakeview Parkway, Locust Grove VA 22508' 2. Peggy Bitting, 3194th St., Box 151, Summerdale, PA 17093 3. James Liddick, 5173 Nicole Road, Kernersville, NC 27284 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Mot LMt ThsiM(s) OF ESTATE Son Daughter ; Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTK)rIS SHOVYN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIDE OF REV 1737 COVER SHEET, AS APPROPRIATE. II. t~N-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBilnONS UNDER SECTION 3113 FOR WHICH AN ELECT70N TO 17-X LS NOT BEING MADE 1 B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS 1. ~o~ru of tPwer a (Enter total non-taxable dtstelbutions cxr Line 13 of REV 1737 cover sheet.) 50.00 (If more space is needed, use additional sheets of paper of the same size) REMAN & ARACIOLO,PC ATTORNEYS AT LAW August 31, 2011 112 Market Street, 6'~' Floor Veterans Building Harrisburg, PA 17101 (717) 236-9391-Telephone (717) 236-6602 -Facsimile www.TheHarrisburgLawyers. tom Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Anna E. Liddick No. 2011-00605 To the Register of Wills: Please find enclosed an original Inheritance Tax Return along with two (2) copies of the same. Please file and timestamp these documents and return the copies to our office in the enclosed self addressed stamped envelope. Also enclosed is a check in the amount of $8,068.37 which is the tax due. If you have any questions or concerns, please do not hesitate to contact our office at the telephone number captioned above. Sincerely, ,,~ ~ /' j`~1~, ~ ~~~l~r~ Jennifer Wright, Legal Secretary to Foreman &Caraciolo, P.C. Enclosu~~es Bruce D. Foreman, Esquire Joseph D. Caraciolo, Esquire brute@FFClaw.net joseph@FFClaw.net