The URL can be used to link to this page

Home My WebLink About09-23-11 (3) ,~,;i~~;;~; 1505610105 REV-1500 EX (oz-ii)(FI) ~ PA Department of Revenue Bureau of Individ ~ pennsytvania °`° ual Taxes PO BOX 280601 Harrisbur PA i "" "' OFFICIAL USE ONLY ~ ° INHERITANCE T County Code Ye ~ , iz8-o6oi ENTER DECEDENT INFORMATION BELOW Social Securit N ar RETURN File Number RESIDENT DECEDENT ;~- ~ y umber 206-14-8946 Dat ~ ~ '~~~~ e of Death MMDDYYYY Date of Birth 0$/27/2010 MMDDYYYY Decedent's Last N ame 12/10/1922 FRANKLIN Suffix Decedent's First Na (If Applicable )Enter Surviving Spouse's Infor Spouse's Last Nam me ALAN MI mation Bel e ow D FRANKLIN suffix spouse's First N Spouse's Social Security Number ame KATHERINE MI FILL A THIS RETURN MUST BE FILED IN DUPLICAT IN AppROpRIATE OVALS BELOW ~ E WITH THE REGISTER OF WIL 1. Original Return LS O 2. Supplemental Return O 4. Limited Estate O 3. Remainder Return (Date of Death O 4a. Future Interest Compromise Prior to 12.13.82) ~ 6. Decedent Died Testate death after 12-12-82) (date of O 5. F (Attach Copy of will) O 7, Decedent Maintained a Livin ederal Estate Tax Return Required O 9. Litigation Proceeds Received (Attach Copy of Trust.) g Trust __ 8. Total Number of Safe Deposit Boxes O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113 CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIA Name (Attach Schedule p) (A) Ta for P L TAX INFORMATION SHOULD BE DIRECTED T0: Y Andrews, Esq Daytime Telephone Number (717) 243-0},2j3 First Line of Address 78 W Pomfret St Second Line of Address City or Post Office Carlisle State ZIP Cade PA 17013 -- r~ : ~.- 'x~ ER p ~ ILLS USE OMLY - -'? ~F~ ' ~- C ~ _ -~ r,-, _. ,, ..I; r .,) ~~ -,i_ _.' .i .. _ ._} DATE FILED i Y~ Correspondent's a-mail address: t andrews a.net Under penalties of perjury, I declare that I have examined this return, includin it is true, correct and complete. Declaration of preparer other than the SIGNATURE F PERSON RESPONSIB 9 accompanying schedules and statements, and to the best of m s personal representative is based on all information of which preparer hao ,.... ~._ •: j FOR FILING RETURN y knowledge and belief, 1505610105 L 1505610105 Slde 1 ...J REV-1500 EX (FI) 150561D205 Decedent's Name: Decedent's Social Security Number RECAPITULATION 206-14-8946 1 Real Estate (Schedule A)........... . ...... .... ... 1. 2. Stocks and Bonds (Schedule B .00 .... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4,268.70 . , 3. 4. Mortgages and Notes Receivable (Schedule D) .. , • .... 0.00 ................. 5. Cash, Bank Deposits and Miscellaneous Personal Pro ert 4 P S 0.00 y ( chedule E)„ .. 5 6. Jointly Owned Property (Schedule F o 0.00 7. Inter-Vivos Transfers & Miscellaneous No lrt9 Requested ..... . (Schedule G) 6. n-probate Pro 'l p e O Separate Billing Re u 1,858.13 q ested........ 7. 8. Total Gross Assets (total Lines 1 throu h 7 9 ) ......... 6,649.65 ....... .. 8. 9. Funeral Expenses and Administrative Costs (Schedule H) 2,776.48 9 10. Debts of Decedent, Mortgage Liabilities and Liens (Sched l 4,200.50 u e I).... , 11. Total Deductions (total Lines 9 and 10).... 10 0.00 ..................... 11. 12. Net Value of Estate (Line 8 minus Line 11) 4,200.50 .. ..... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been mad 8,575 98 e (Schedule J) ...... . .......... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13 ) 0.00 TAX CALCULATION - " ~ ~ ~ " " ~ ~ ~ 14. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 ta 8,575.98 xable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 16. Amount of Line 14 taxable 8575.98 15 . at lineal rate X .0 0.00 17. Amount of Line 14 taxable 16 . at sibling rate X .12 18. Amount of Line 14 taxable 17 . at collateral rate X .15 8. 19. TAX DUE...., ................. ........... 1 s. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O L 1505610205 Side 2 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: DECFnFAirc ninr..r Alan D. Franklin STREETADDRESS 85 Plum Tree Circle ciTV Newville Tax Payments and Credits: 1~ Tax Due (Page 2, Line 19) 2• Credits/Payments A. Prior Payments ___ B. Discount ------ 3. Interest 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Flie Number STATE PA ziP 17241 (1) 0.00 Total Credits (q + g) (2) (3) (4) 0.00 0.00 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" 1. Did decedent make a transfer and: IN THE APPROPRIATE BLOCKS a. retain the use or income of the property transferred ................................... . b. retain the right to designate who shall use the property transferred or its income .... Yes No c. retain a reversionary interest ..... ..... d. receive the promise for life of either payments, benefits or care? ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer ro ert within ona ^ .................................................. without receiving adequate consideration? ............................ p. p y - Year of death ........................................... 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death?... 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ^ ^ contains a beneficia desi nation? ..,.,.,.... .................... . ................ IF THE ANSWER TO ANY OF THE ABOVE QUES .... ~ ^ TIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF T For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the ne HE RETURN. 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 t value of transfers to or for the use of the surviving spouse [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax filing a tax return are still applicable even if the surviving spouse is the only beneficislue of transfers to or for the use of the surviving spouse is 0 percent and the statutory requirements for disclosure of assets and For dates of death on or after July 1, 2000: ary' • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or oun adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal ben y ger at death to or for the use of a natural parent, an • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin s is 12 under Section 9102, as an individual who has at least one parent in common eficiaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)j. with the decedent, whether by bloodd os adopt ona)(1.3)]. A sibling is defined, SCHEDULE B STOCKS AND BONDS ESTATE OF ALAN D FRANKLIN FILE NUMBER X4,268.70 SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER ALAN D FRANKLIN if an asset was made joint within one year of the decedent's death, it must be reported on Schedule G Surviving Joint Tenant (s): ~ ~ ~ I ~-1059 NAME ADDRESS RELATIONSHIP TO A DECEDENT Katherine A Franklin 85 Plum Tree Circle, Newville, PA 17241 B Wife C Jointly-owned property; ITEM NUMBER LETTER FOR DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF TOTAL VALUE OF DECD'S % INT. JOINT TENANT JOINT INSTITUTION AND BANK ACCOUNT NUMBER OR DOLLAR VALUE OF DECEDENT'S ASSET SIMILAR IDENTIFYING NUMBER. ATTACH DEED INTEREST FOR JOINTLY-HELD REAL ESTATE I A pre 2008 ACNB Bank, Newville $707.58 50% 2 A $353.79 pre 2008 ACNB Bank, Newville $3,008.67 50% $1,504.34 (also on line 6, Reca~ n~ 1,858.13 SCHEDULE G TRANSFERS ESTATE OF FILE NUMBER ALAN D FRANKLIN 21-10-1059 ITEM This schedule to be completed and filed if the answer of the question on the reverse of the cover is yes DESCRIPTION OF PROPERTY MCLUDE THE NAME OF THE TRANSFEREE THE TOTAL VALUE DECD.% Excwsrorv . TAXABLE . IR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL NUMBER EsTArE OF ASSET [NT (if applicable) VALUE 1 TIAA CREF Retirement Acct $6 649 65 100 0% POD to Katherine A. Franklin , . . $6,649.65 Decedent's widow (also on line 7, Recapitulation) $6,649.65 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF ALAN D FRANKLIN Debts of decedent must be reported on Schedule 1. iTTw FILE NUMBER 21-10-1059 L"'1 DESCRIPTION NUMBER /~~ Funeral Expenses: 1 2 B• Administrative Costs: 1 Personal Representive Commissions Name of Personal Representative(s) Social Security Number of Personal Representative: Street Address: City: State: Zip: Year(s) commissions paid: 2 Attorney fees to Andrews & Johnson 3 Family Exemption Claimant Katherine A Franklin Street: 85 Plum Tree Circle City: Newville State & Zip PA 17241 Relationship of Claimant to Decedent: 4 Probate Fees to Register of Wills 5 Accountant Fees 6 Tax Return Preparer's Fees 7 8 9 10 11 12 13 l4 15 16 17 18 l9 TOTAL (also on line 9, Recapitulation) AMOUNT $500.00 $3,600.00 $100.50 a4,~uu.~u SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ALAN D FRANKLIN ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER I TAXABLE DISTRIBUTIONS linclude outright spousal distributions. and transfers under Sec 91 I I Katherine A. Franklin 85 Plum Tree Circle, Newville, PA ] 7241 2 3 4 21-10-1059 RELATIONSHIP AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Wife entire estate II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Charitable and Governmental Bequests: AL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line l3, Recapitulation) $0