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Home My WebLink About09-15-111505610143 ~ REV-1500 Ex(°'-'°' ` OFFICIAL USE ONLY County Code Year File Number PA Department of Revenue pennsylvania Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 21 11 Harrisburg, PA 17128-0601 RESIDENT DECEDENT Social Security Number 166 09 3024 Decedent's Last Name CURRAN Date of Death 04 02 2011 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Date of Birth 03 16 1916 MI Suffix Decedent's First Name MILDRED R MI Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ^ 3, Remainder Return (date of death ® 1. Original Return ^ 2. Supplemental Return prior to 12-13-82) 4a Future Interest Compromise ^ 5. Federal Estate Tax Return Required ^ 4. Limited Estate ^ (date of death after 12-12-82) 0 ~ Decedent Maintained a Living Trust __ 8. Total Number Of Safe Deposit Boxes 6 Decedent Died Testate ^ (Attach Copy of Trust) (Attach Copy of Will) 10. Spousal Poverty Credit (date of death ^ 11.Election to tax under Sec. 9113(A) ^ 9. Litigation Proceeds Received ^ between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIADaytime Telephone NumberBE DIRECTED TO: Name 717 2 3 2 8 7 31 RICHARD E CONNELL ESQ First line of address 2303 MARKET STREET Second line of address City or Post Office CAMP HILL REGISTER CZR`jNILLS USE ONLY -~~ C-7 I i -- } ^~ C7 _ i , ::. i - __~ f-I-1 --- - --- _!~ ~.,. f ~ ~.. .., __~ - _ r_. __, .. ~ ~ L ~ ED DATFj FI '- ;~ ~ State ZIP Code ` ~ -Y' r_. pA 17011 Correspondent'se-mail address: Connell@bmC-IaW.net Under penalties of perjury, I declare that.l 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 prepare other than the personal representative Is based on all information of which preparer hDATE y knowledge. SIGNATURE OF PERSON R NSIBLE FOR I G RET N Ruth Ann Gill ~ ~ `~ j . ,~1 i ~r. ADDRESS 401 N. Walnut St., Mechanisburg, PA 17055 SIGN URE OF PREP ER OTH T N RE AT~ ,J ADDRESS 2303 Market Street, Camp Hill, PA 17011 1505610143 DATES ~~~ Richard E Connell Esq ~~ ~s=f~°„- Side 1 1505610143 ~~ 1505610243 J REV-1500 EX Decedent's Social Security Number 166 09 3024 CURRAN, MILDRED R. Decedent's Name. RECAPITULATION 1. 1. Real Estate (Schedule A) .......................................................................................... 2. ............................... 2. Stocks and Bonds (Schedule B)........... ~ ~.~ ~~-~~~ ~~~ 3. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 4. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 3, 2 3 5. 0 5 Schedule E) ................ 5. 5. Cash, Bank Deposits & Miscellaneous Personal Property ( 2 g , 4 6 5 . 2 9 Schedule F) ^ Separate Billing Requested ............. E3. 8. Jointly Owned Property 7. Inter-Vivos Transfers & Miscellaneous Non^-ps parater Bill ng Requested ............. 7. (schedule G) 31 , 7 0 0. 3 4 ................................................ 8. 4 2 g. Total Gross Assets (total Lines 1-7) ....................... - 1 5 , 9 9 9 9. g. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 2 , 5 4 5 . 1 4 10. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 1 8 ~ rJ. 4 4 5 6 ........... 11. 11. Total Deductions (total Lines 9 & 10) ................................................ 1 3 , 15 5 . 7 8 .................. 12. 12. Net Value of Estate (Line 8 minus Line 11) ................................... . 13. Charitable and Governmental BequestslSec 9113 Trusts for which 13. an election to tax has not been made (Schedule J) ....................... 1 3 , 15 5 . 7 8 .......................... 14. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... ___ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .o0 5 9 2.01 16. Amount of Line 14 taxable 13 , 15 5 7 8 16. at lineal rate X .045 17. Amount of Line 14 taxable 17. at sibling rate X 12 18. Amount of Line 14 taxable 18. at collateral rate X .15j 9 2, 0 1 19. 19. Tax Due ................................................................................................. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 File Number 21 - 11 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1) Total Credits I,A + B) (2) (3) 4. If Line 2 is greater than Lin Check box ontPage 21L ne 20 t relquest aOrefund AYMENT. (4) (5) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make Check Payable to: REGISTER OF WILLS, AGENT. 592.01 0.00 0.00 592.01 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: X 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 :...................... x 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?......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ ^ contains a beneficiary designation? ............................... .... tF 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 1 1 r afterThe statute does~not exempt a transfer to ahsurvi ng spouse from ta~, and the statut ryhequire~mentsfor disclosu ercoefnt [72 P.S. §9116 (a) ( ) (~ )] 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, wfiether by bloo~ or adoption. REV-1500 EX Page 3 Decedent's Complete Address: SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Curran, Mildred R. 21 - ~ ~ 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. ITEM DESCRIPTION NUMBER Pennsylvania State Employees Credit Union Account VALUE AT DATE OF DEATH 3,235.05 TOTAL (Also enter on Line 5, Recapitulation) I 3,235.05 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RET TRN SCHEDULEF JOINTLY-OWNED PROPERTY rt~o ____ ESTATE OF ^„~~~~ Milrirari R. FILE NUMBER 21 - 11 ear of the decedent's date of death, it must be reported on schedule G• If an asset was made joint within one y IP TO RELATIONSH DECEDENT ADDRESS SURVIVING JOINT TENANT(S) NAME Daughter 401 N. Walnut St. Ruth Ann Gill Mechanicsburg, PA 17055 A JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY DATE OF DEATH D%E ~D S DATE OF DEATH VALUE OF CEDENT'S INTEREST LETTER DATE ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach deed for jointly-held real esta e. VALUE OF ASSET INTEREST 0% DE 555.93 10 NUMBER TENANT JOINT 21,111.85 5 , 1 A 01/01/1990 Citizens Bank Statement Savings #6143783985 35,818.72 50% 17,909.36 2 A 01 /01 /1990 Citizens Bank #610399-169-6 kin h g ec Combined C I 28,465.29 TOTAL (Also enter on line 6, Recapitulation) SCF~DULE H FZJI~- pCPEWSES & COM NONERITANCE TAX RETURN ANIA T1 v G RESIDENT DECEDENT ESTATE OF Curran, Mildred R. Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER FUNERAL EXPENSES: A. 1 Malpezzi Funeral Home 2 Gate of Heaven Cemetery, Office of Catholic Cemeteries B. I' 1. 2. 3. 4. 5. 6. 7. TOTAL (Also enter on line 9, Recapitulation) 1,000.00 3, 500.00 30.00 15,999.42 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) FILE NUMBER 21 - 11 AMOUNT 9,960.67 1,508.75 Street Address State Zip ---- City Year(s) Commission paid Attorney's Fees Ball, Murren & Connell Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Ruth Ann Gill Street Address 401 N. Walnut St. 17055 Mechanicsburg State PA zip City Relationship of Claimant to Decedent Daughter Probate Fees Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland County Register of Wills Office Filing Fees: Inheritance Tax Return and Inventory COMMONWEALTH OF PENNSYLVANIA IN RES DENT D EDEN RN SCHEDULEI DEBTS OF DE TEES N& L ENS GAGE LIABILI FILE NUMBER 21 - 11 ESTATE OF Curran, Mildred R. _ - ent rior to death that remained unpaid at the date of death, including unreimbursed medical expenses. Report debts incurred by the deced P AMOUNT ITEI~fi DESCRIPTION __- 72,00 NUMBER 1 Luz Diputado -Caregiver through Griswold 408.00 2 Linda Metriocino -Caregiver through Griswold 144.00 3 Terrie Martin -Caregiver through Griswold 144.00 4 Leslie Cordero -Caregiver through Griswold 854.00 5 Griswold Special Care 247.50 6 Teresa Foley -Caregiver through Griswold 45.00 7 Group's Tax and Payroll Service -preparation of 2010 individual tax return 613.13 g VNA Private Duty Nurse 17.51 g Messiah Village Life Care ------~- itulation) I 2,545.14 TOTAL (Also enter on Line 10, Recap EV-1513 EX+(11-08) SCHEDULE J ` BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Curran, Mildred R. RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) Do Not List Trustee(s) NUMBER RECEIVING PROPERTY ~ I~ TAXABLE DISTRIBUTIONSIdstributions~gandtransfers under Sec. 9116 (a) (1.2)] Daughter 1 Ruth Ann Gill 401 N. Walnut SPA 17055 Mechanicsburg, 2 Kevin Gill 401 N. Walnut SPA 17055 Mechanicsburg, 3 ~ Kelly Loeffler Grandson Granddaughter (FILE NUMBER 21 - 11 SHARE OF ESTATE (Words) Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS AMO- UNT OF ESTATE ($$$) 0.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21 -11 Ruth Ann Gill Mildred R. --- include all hf to a personal assets wherever situate Personal Representative(s) of the Estate of Curran+earing in the following inventory osite each item of said deceased, depose(s) and say(s) that the items app f the real estate in the Commonwealth oo Pennsylvania of said Decedent, that the valuation place op f the decedent's death, and that Decedent ows ndventory! estate outside of the and all o inventory represents its fair value as oft that which appears in a memorandum at the end '' ~5 Commonwealth of Pennsylvania excep ~~,.._-a ~ J /~ _ '~l~csr I verify that the statements made in this Inven- Ruth Ann tory are true and correct. I understand tenalties of ate- ments herein 4904 edlat ng to utnswomp alsification to } ____ 18 Pa.C.S. § authorities. Attorney -- (Name) Richard E Connell Esq (Firm) Ball, Murren 8~ Connell (Address) 2303 Market Street Camp Hill, PA 17011 (Telephone) 7171232-8731 LAST RESIDENCE 401 N. Walnut St. DATE OF DEATH Mechanicsburg, PA 17055 41212011 FIGURES MUST BE TOTALED Personal Propel Pennsylvania State Employees Credit Union Account (Supreme Court I.D. No.) 21542 DECEDENTS SOC. SEC. NO. 166-09-3024 3,235.05 Total Personal Property 3,235.05 X3.235.05 Total Personal Property ana rcea~ G,aaw _,..,...t~ .f nor.P.SSBN) INVENTORY CUMBERLAND ____ COUNTY, PENNSYLVANIA (Attach aoaaiona~ ~~~°`