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Home My WebLink About09-30-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX(11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015019 DOUGLAS WILLIAM P 43 W SOUTH STREET PO BOX 261 CARLISLE, PA 17013 fold ACN ASSESSMENT AMOUNT CONTROL NUMBER TOTAL AMOUNT PAID: 540,702.04 REMARKS: RECEIPT TO ATTY CHECK# 2386 INITIALS: HMW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS r, r 1505610140 REV-1500 EX (°,-'°~ PA Department of Revenue Bureau of Individual Taxes Po Box zaosol _ County Code Year File Number INHERITANCE TAX RETURN Harrisbur , PA 17128-0601 RESIDENT DECEDENT 2 1 1 0 1 1 3 3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 6 4 1 2 3 9 9 0 0 8 3 1 2 0 1 0 1 2 0 3 1 9 1 7 Decedent's Last Name Suffix Decedent's First Name C R A I G MI EVE L Y N K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Narne MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate ~ prior to 12-13-82) 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Re uired d ^ 6. Decedent Died Testate ~ At q eath after 12-12-82) 7. Decedent Maintained a Livin Trust g ( tach Copy of Will) 9 Liti ation P 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) . g roceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec 9113(A) betw 1 . een 2-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETE Name D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: WI L L I A M A A Daytime Telephone Number D D A MS 7 1 7 2 4 3 7 6 3 8 REGISTER OF WILLS USE ONLY First line of address T ' I _ ~ - C7 -- -,-; 43 WEST SOUT _ 1 :. t I ~ c > '., I H STREET I~~- ~ ~~ Second line of address ~ `' fT ` °~ !. . _. ~ ,; C~ - ~ ; _ j City or Post Office ~,~ i } - l _ i State ZIP Code ~ _.____ . -~ D~TE FILED CARL I SL E `' f __ _ -_ PA 1 70 1 3 `' ~' ._ - F -, Correspondent's a-mail address: Under penalties of perjury, 1 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 hi h SIGNATURE OF IBLE R F R w c preparer has any knowledge. RN DATE ADDRESS 9/28/2011 43 W SOUTH STREET CARLISLE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE PA 17013 DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J ~~~ ....._1 1505610240 REV-1500 EX Decedents Name: EVELYN K. CRAIG 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 and Notes Receivable (Schedule D) - ... - . . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... .... 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Re ue t 7 d q s e .... . Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ... g. .... . , . 7 8. Total Gross Assets (total Lines 1 through 7) ..... . . ....... ... 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ..... - ... _ . . 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .......... . .. 10. 11. Total Deductions (total Lines 9 and 10) . - ..... . .. 11. 12. Net Value of Estate (Line 8 minus Line 11) .. - . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not be 12 en made (Schedule J) . - , _ . ........ .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. . . ....... . .... . .. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable .. 14. at the spousal tax rate or , transfers under Sec. 9116 (a)(1.2) X .0 0 0 0 . 16. Amount of Line 14 taxable 15. at lineal rate X .015 0 . 0 0 17. Amount of Line 14 taxable 16. at sibling rate X .12 0 . 0 0 18. Amount of Line 14 taxable 17. at collateral rate X .15 d n 7 n ~ ., 19. TAX DUE ......................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1.5056102.90 Decedent's Social Security Number 1 6 4 1 2 3 9 8 0 0. 0 0 0. 0 0 2 0 5 7 7 6, 6 6 1 1 2 0 7 0, 5 2 3 1 7 8 4 7, 1 8 4 6 5 0 0. 2 3 4 6 5 0 0. 2 3 2 7 1 3 4 6. 9 5 2 7 1 3 4 6. 9 5 0. 0 0 0. 0 0 0. 0 0 4 0 7 0 2. 0 4 0. 0 0 1505610240 R E. V- i 500 EX Page 3 Cecedent's Complete Address: DECEDENT'S NAME EVELYN K. CRAIG STREET ADDRESS - -- - - - ____ - CITY _ - Tax Payments and Credits: ~ Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _ B. Discount File Number 21 10 1133 - _ _---- - - __ STATE - ZtP (1) $40 702.04 3. Interest Total Credits (A + B) (2) $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 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. (4) $0.00 (5) $40 702.04 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTION S BY PLACING AN "X" IN THE A 1. Did decedent make a transfer and: PPROPRIATE BLOCKS a. retain the use or income of the property transferred; b retain the ri ht t d Yes ^ No . g o esignate who shall use the property transferred or its income; ......................... c. retain a reversions interest; or ry ............. ...... ^ Q ............................................................................ 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 consid i ...... X ^ erat on? . .. .. ... ........ 3. Did decedent own an "intrust for" orpayable-upon-death bank account or i ..... X ^ secur ty at his or her death? .... 4. Did decedent own an individual retirement account, annuity or other non-probate property which c t i .... _ ^ ^ , on a ns a beneficiary designation? ........... .................................................. 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 survivin s 3 percent [72 P.S. §9116 (a) (1.1) (i)]. g pouse is For dates of death on or after Jan. 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 filing a tax return are still applicable even if the surviving spouse is the only beneficiary. and 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 nef value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined and Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ' er 'w-isca ex ~ rs-es~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EVELYN K_ CRAIG SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the All property ITEM NUMBER FILE NUMBER of litigation and the date the proceeds were received by th~estatl ~ned with right of survivorship must be disclosed on Schedule F. DESCRIPTION ~ Adams Electric Coop 2~ Highmark Blue Shield Refund 3 Everett Cash Mutual Refund on Home Owners Insurance 4. Hoffman Roth Funeral Home & Crematory, Inc. Prepaid Funeral Expenses 5~ M&T Bank Checking Acct #706159 6. M&T BankCD 31003908158932 7~ M&T Bank CD 31003911156402 8. M&T Bank CD 31003911161667 9. Rowes Auction Service Personal Property in Home 10. Western National Life Ins Co / AIG Annuity paid to The Estate Policy # BX204437 11. Western National Life Ins Co / Aig Annuity Paid to The Estate Policy XV210476 12. Sovereign Bank Checking Acct #1671077563 13. Sovereign Bank Money Market Acct #1674061277 14. Sovereign Bank CD 1675549925 15. Centurytellnc Refund on telephone service at Centurylink 16. Westminster Cemetery Prepaid Burial Plot VALUE AT DATE OF DEATH $49.91 $24.00 $165.00 $8,930.00 $16,281.27 $12,354.14 $5,653.89 $15, 093.85 $6, 932.90 $17, 379.23 $40, 709.21 $453.04 $3, 948.95 $50,589.55 $17.64 $820.00 TOTAL (Also enter nn Gna ~ C~,,,..,..;.,.~_.:__, ~ . (If more space is needed, insert additional sheets of the same size) V V ~r,~~ a v~ ~~ I ~ 776.66 Continuation of REV-1500 Inheritance Tax Return Resident Decedent EVELYN K. CRAIG Decedent's Name 21 10 1133 Page 1 File Number Schedule E -Cash, Bank Deposits, ~ Misc. Personal Property ITEM NUMBER 17. DESCRIPTION 1992 Dodge Spirit ------- VALUE AT DATE OF DEATH sold to Jeff Keck -individual is unrelated to decedent or any heirs $1,200.00 18. Restitutioin Payments from Dauphin County Courthouse for $125 00 Thomas Kowalewski . 19. Loose Change $39.94 20. Principal Life Ins Co - Annui ty paid to The Estate of Evelyn K. Craig Contract N o: 8694103 Reference No: 00073622 $25,009.14 SUBTOTAL SCHEDULE E $26,374.08 GRAND TOTAL SCHEDULE E $ 205, 776.66 REV-1510 EX+ (OS-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY t51AIt OF EVELYN K. CRAIG FILE NUMBER 21 10 1133 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TODECEDEN7AND DATE OF DEATH %OFDECD'S EXCLUSION THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 1. Sale of 1517 McClures Gap Rd, Carlisle, PA 17015 b ,~r~P~~~A~E, virtue of an Agreement of Sale, dated January 14, 2010. $112,070.52 100.00 Principal balance due on her date of death is $112,070.52. TAXABLE VALUE $11 702 0 52 TOTAL (Also enter on Line 7 Recapitulation)I $ 112 070 52 If more space Is needed, use addltlonal sheets of paper of the same size. ' REV-?591 ~±X+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OFREVENUE NHERirANCE rax RETURN FUNERAL EXPENSES AND RESioENr RECEOENr ADMINISTRATIVE COSTS ESTATE OF EVELYN K. CRAIG FILE NUMBER __=?1 10 1133 Decedent's debts must be reported on Schedule 1 ITEM . NUMBER A. DESCRIPTION FUNERAL EXPENSES: AMOUNT ~ Hoffman-Roth Funeral Home & Crematory, Inc. $9,600.23 B. ADMINISTRATIVE COSTS: ~ • Personal Representative Commissions: Name(s) of Personal Representative(s) William A. Addams Street Address 43 W South Street $15,892.00 city Carlisle -------- State PA Zip 17013 Year(s) Commission Paid: 2. Attorney Fees: William P. Douglas 3. Family Exemption: (If decedents address is not the same as claimanPs, attach explanation.) $15, 892.00 Claimant Street Address '--- City ------- State ~_ ZIP Relationship of Claimant to Decedent 4. Probate Fees: Letters of Administration ($392.50 + Short Certs ($12.00) $404.50 5. Accountant Fees: 6. Tax Return Preparer Fees: ~ Cumberland Law Journal -Advertising 8. Sentinel -Advertising $75 00 9- 10 Cumberland Goodwill EMS -Ambulance Charges . $219.40 . 11 RT Carey Trucking LLC -garbage disposal $649.75 . 12 Luke Redcay -outside of house clean up $131.04 . 13 Nationwide -Car Ins Policy #5801574929 $120.00 . 14 Nationwide -Car Ins Policy $154.24 . 15 Chapel Pointe -Nursing Home Hold for Bed $72.96 . 16 Koughs Oil Service -Oil $1,036.00 . 17 Adams Electric Cooperataive, Inc.- Utility Fee for electric $485.64 - 18 Westminster Cemetery $88 79 . Roxann Marpoe Reimburse for Cemetery Payment $820.00 $375.00 TOTAL (Also enter on Lina 9 Raroni+id~f~ If more space is needed, use additional sheets of paper of the same size. ~n) $ 23 Continuation of REV-1500 Inheritance Tax Return Resident Decedent EVELYN K. CRAIG Decedent's Name 21 10 1133 Page 2 File Number Schedule H -Funeral Expenses 8 Administrative Costs - B7. ITEM NUMBER DESCRIPTION 19 Carlisle Propane 20. RT Carey Trucking -Garbage Disposal 21. Pa Dept Rev (2010 Income Taxes) 22. Sovereign Bank (Check Fee) AMOUNT $69.68 $255.00 $139.00 $20.00 SUBTOTAL SCHEDULE H-67 I $483.68 '~ ~ ~/-7 -~ ~~ Elf i C7-~ Ol Pennsylvania 7EPARTMENT pF REVENUE ~ SCHEDULE J NHERITANCE TAX RETURN BENEFICIARIES _ EESIDENT DECEDENT ESTATE OF: EVELYN K. CRAIG NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY [. TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1 2 3. 4. 5. 6. 7. II. 1. 1 Diane M. Barrick 591 Willow Grove Rd Carlisle, PA 17015 Leon G. Kelley 531 Willow Grove Rd Carlisle, PA 17015 Melvin E. Kelley 1141 McClures Gap Rd Carlisle, PA 17015 Nancy Kelley 1133 Redwood Dr Carlisle, PA 17013 Carol Hurley 367 Crossroad School Rd Newville, PA 17241 Steven L. Kelley 36 Marsh Dr Carlisle, PA 17013 Michael B. Kelley 257 Parkway Dr Carlisle, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TI NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: ~_ FILE NUMBER: x_21 10 1133 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE -_- Collateral 1/16 Collateral 1/16 Collateral 1 / 16 Collateral 1/16 Collateral 1 / 16 Collateral 1/16 collateral 1/16 TROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. 0 TAX IS NOT TAKEN: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHFFr I e ~~ ~~~uie space Is needed, use additional sheets of paper of the same size. ' Continuation of REV-1500 Inheritance Tax Return Resident Decedent EVELYN K. CRAIG Decedent's Name 21 10 1133 Page 3 File Number Schedule J -Beneficiaries - 1 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers unde Do Not List Trustee(s) OF ESTATE r Sec. 9116 (a) (1.2).] 8. Kristine Gelbaugh 1420 Pine Rd Collateral Carlisle, PA 17013 1 / 16 9. Sandra Rice 89 Hershey Rd Collateral Shippensburg, PA 17257 1 / 16 10. Dexter O. Kelley 242 Campground Rd Collateral Carlisle, PA 17015 1 / 16 11. David E. Kelley 1535 McClures Gap Rd Collateral 1 / 16 Carlisle, PA 17015 12. Edward R. Kelley 2230 Waggoners Ga Rd Collateral p Carlisle, PA 17015 1 / 16 13. Peggy K. Holsinger 2273 Newville Rd Collateral Carlisle, PA 17015 1 / 16 14. Bonnie L. Keck 2 Courtney Dr Collateral Shippensburg, PA 17257 1 / 16 15. Roxann K. Marpoe 267 Horseshoe rd Collateral 1 / 16 Carlisle, PA 17015 16. Linda Gantt 1325 Dalton Loop Rd Collateral 1 / 16 Pinnacle, NC 27043