HomeMy WebLinkAbout10-06-11 (2)REV 1500 1505611180
~ EX (02-11) (FI)
PA Department of Revenue
Bureau of Individual Taxes Pennsylvania OFFICIAL USE ONLY
~PpRTMENT OF REVENUE
Po Box 2sosol
H
i County Code Year File Number
INHERITANCE TAX RETURN
~
arr
sbu PA 17128-OS01
ENTER DECEDENT INFORMATION BE ,
~ J
RESIDENT DECEDENT ,~ ,/'~ / ,,
f"~ ~
' ~ ~
"
LOW
Social Security Number •-
Y
Date of Death MMDDYYYY Date of Birth MMDDYYYY
226-15-9027
04
Decedent's Last Name 152011
^1151978
HANDWERK Suffix Decedent's First Name
MI
CAR 0 L I N E A
(If Applicable) Enter Surviving Spouse's Informati
B
Spouse's Last Name on
elow
Suffix Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN
FILL IN APPROPRIATE BOXES BELOW DUPLICATE MVITH THE
REGISTER OF W1L
LS
Q 1. Original Return
[] .
2
S
.
upplemental Return Q 3
R
Q 4. Limited Estate
Q .
emainder Return (Date of Death
Prior to 12-13-82)
4a. Future Interest Com
ro
i
0 s. Decedent Died Testate p
m
se (date of
death after 12-12-82) 0 5. Federal Estate Tax Return Required
Q
(Attach Copy of Will) 7. Decedent Maintained a Living Trust
0 9. Litigation Proceeds Received
Q
(Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
10
S
.
pousal Poverty Credit (Date of Death
Between 12-31-91 and 1-1-95) 0 11. Election to Tax under Sec. 9113(A)
CORRESPONDENT -THIS SFCnnu u. ~~~ ..~ ____ (Attach Schedule O1
Name • •~~~ T"°' °` ~uMl•Et rEU. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
STEPHEN HANDWERK Daytime Telephone Numbe
7177614758
REGISTER OF Wu 1 c
First Line of Address
380 REGENT STREET
Second Line of Address
City or Post Office
CAMP HILL
State ZIP Code
PA 17011
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USE ONLY
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Correspondent's e-mail address: H A N D W E R K S P a A 0 L. C O M ~~
Under penalties of perjury, eclar I hav exa 1
it is true, correct and co this m, including accompanying schedules and statements, and to the best of my knowledge and belief,
SIGNATURE OF PE tion re other the ersonal re resentative is based on all information of which re rer has an knowled e.
St R I RN
~ DATE
ADDRESS
380 REGEAYf`,' ~TRrrT ,-..... ..__ 09/19/11
PO BOX 34~
L
1505611180
Side 1
UHIt
150561118^ J
a~
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1505611280
REV-1500 EX (FI)
Decedent's Name: CAROLINE A H A N D W E R K Decedent's Social Security Number
RECAPITULATION 2 2 6 -15 - 9 0 2 7
1. Real Estate (Schedule A) .............. .
.......................... 1. N 0 N E
2. Stocks and Bonds (Schedule B) .................................... 2. NON E
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. NON E
4. Mortgages and Notes Receivable (Schedule D) ..................... .
.. 4. NONE
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5.
6. Jointly Owned Pro 4105.0^
7. Inter-Vivos Transfers & Misceltlaneous N~onSProbate Propertyequested ....... 6. N 0 N E
(Schedule G) Separate Billin R
g equested ....... 7. NON E
8. Total [:rnee e..__~ ,. _ . .. .
......
9. Funeral Expenses and Administrative Costs (Schedule H) .
$~
4105.00
..... _ .
...
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I)
.. .. 9.
7219.00
.... , ..
11. Total Deductions (total Lines 9 and 10) ........ 10
972 • 00
.................
12. Net Value of Estate (Line 8 minus Line 11 ....
11. 8191.Op
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not b 12
-4086.00
een made (Schedule J}
.........
.........
14. Net Value Sub'ect to Tax Line 12 minus Line 13 ....13.
0 • W 0
..................
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxabl ....
14 - 4 0 8 6.0 0
e at
the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 0
16. Amount of Line 14 taxable 15
at lineal rate X .0 4 5 .
~• ~ ~
17. Amount of Line 14
taxable at sibling rate X . 12 16. 0 • 00
18. Amount of Line 14 taxable 17
at collateral rate X . 15 .
~ • 00
19. TAX DUE .................. 1a. 0.00
.. .
................................
.. 19.
0.00
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN
OVERP AYMENT
0
Side 2
L
1505611280
1505611280 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
„~•"~~~~~ r rrHNUWERK
STREET ADDRESS
CITY
Tax Payments and Credits
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest Total Credits (A + g )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in twx 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.
File Number
ZIP
1'
STATE
226-15-9027
(1) 0.00
(2) 0.00
(3)
(4) 0.00
(5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOC
1. Did decedent make a transfer and: KS
a. retain the use or income of the property transferred ....................................................................................... ^
Yes No
b. retain the right to designate who shall use the property transferred or its income .......................
c. retain a reversionary interest ........................
d. receive the promise for life of either payments, benefits or care? ..........
..................................... ^ X
2. If death occurred after Dec. 12, 1982, did decedent transfer roe
without receiving adequate consideration? ...........................p P ~ within one year of death
...........
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 roe ^
contains a beneficiary designation? . P p rty, which
............................... .
........................................................... .... .. . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FI ^
LE 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 suroivin
spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)j.
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 9
[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. Percent
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)j.
• 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. 911
• 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)j, q siblin sis)`1)]
defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
9
REV-1508 EX+ (11-10)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~-v~A1C VF:
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~v~nle H rlanowerk FILE NUMBER:
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM
JMBER
DESCRIPTION VALUE AT DATE
1 Members 1st Federal Credit Union Checking/Saviings OF DEATH
2• 2000 Honda Civic EX 749
3• Auto Insurance Reimbursement 3,300
56
TOTAL (Also enter on line 5, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size. 4> 105
REV-1511 EX + (10-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CCTATr n
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
Iroline A
ITEM
NUMBER
A.
1.
FILE NUMBER
FUNERAL EXPENSES:
arding Funeral Home, Inc.
Decedent's debts must be reported on Schedule I.
6, 966
B. ADMINISTRATIVE COSTS:
~ • Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
State Zlp
Year(s) Commission Paid:
2. Attorney Fees:
3• Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
Street Address
City
State Zlp
Relationship of Claimant to Decedent
4. -----
Probate Fees:
5. Accountant Fees:
6' Tax Return Preparer Fees:
7.
150
103
TOTAL (Also enter on Line 9, Recapitulation) S
If more space is needed, use additional sheets of paper of the same size. x,219
REV-1512 EX+ (12-08)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
aroline A Handwerk FILE NUMBER
RPMA i1n1.M :~~...._._ ~ .
- ---'" "'""""' "r °1e aeceaent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
1 ~ OF DEATH
East Pennsboro Township
2• Neurological Consultants 138
3• Holy Spirit Hospital 16
4• Charans Family Practice 183
5- Trinity Evangelic Lutheran Church ~
601
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
TOTAL (Also enter on Line 10, Recapitulation) I E
If more space is needed, insert additional sheets of the same size. 972
--~ REV-1500 1505611180
Ex toz-i i ~ (Fq
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes
Po Box zeosol ~EPARTAIENTOFREVENUE County Code Year
File Number
INHERITANCE TAX RETUR
N
Harrisbu PA 17128.0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELO
Social Security Number W
Date of Death MMDDYYYY Date of Birth
226-15-9027 MMDDYYYY
Decedent's Last Name 04152011
01151978
Suffix Decedent's First Name
HANDWERK MI
(If Applicable) Enter Survivin s
9 pouse's CAROLINE A
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
FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILLS
Ori
0 1
i
l .
g
na
Return 0 2. Supplemental Return
Q 3. Remainder Return (Date of Death
Q 4. Limited Estate Q 4a. Future Interest Compromise (date of Prior to 12-13-82)
F
0 5
d
Q 6. Decedent Died Testate
Q death after 12-12-82)
7
D .
e
eral Estate Tax Return Required
(Attach Copy of WiII)
[~ 9
Liti
ti .
ecedent Maintained a Living Trust
(Attach Copy of Trust)
8. Total Number of Safe Deposit Boxes
.
ga
on Proceeds Received [~ 10. Spousal Poverty Credit (Date of Death
[~ 11
El
Between 12-31-91 and 1-1-95) .
ection to Tax under Sec. 9113(A)
CORRESPONDENT -THIS SECTION MUST BE COMPLE
N TED. ALL CORRESPONDENCE AND CONFID a O)
ame ENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
STEPHEN HANDWERK Daytime Telephone Number
7177614758
REGISTER OF WILLS USE ONLY
First Line of Address
38^ REGENT STREET
Second Line of Address
City or Post Office
State ZIP Code
DA
CAMP HILL
PA 17011
Correspondent's e-mail address: H A N D W E R K S P a A 0 L. C O M
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 corn lete. DeGaration of re rer other than the rsonal re resentative is based on all information of which re rer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
DATE
ADDRESS 0 9 / 19 / 11
380 REGENT STREET CAMP HILL PA 17011
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS 0 9 / 19 / 11
PO BOX 342 GRANTHAM PA 17027
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505611180
1505611180
COMMONWEALTH OF PENNSYLVANIA SHORT CERTIFICATE
COUNTY OF CUMBERLAND ~~~
Asa
~~ =f
~,
,~
~~ ~ , , ,~,
- -, ~. _~
I, GLENDA EARNER STRASBAUGH
Register for the Probate of Wills and Granting
Letters of Administration in and for
CUMBERLAND County, do hereby certify that on
the 6th day of May, Two T,~iousand and Eleven,
Letters of ADMINISTRA TION
in common form were grantE=d by the Register of
said County, on the
estate of CAROL/NE A HANDWERK late of EAST PENNSBORO TOWNSH/P
,
(First, Middle, Lasti
in said county, deceased, to STEPHENPHANDWERK
(First, Midd/e, Last)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the
seal of said office a t CARLISLE, PENNSYLVANIA, this 1st day of Jul y
Two Thousand and Eleven.
File No.
PA File No.
Date of Death
S.S. ##
2011- 00556
21- 11- 0556
4/15/2011
226-15-9027
~'i
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
8
____ _ _
M10S,1M REV tULOpS ~~~ "~~
TvaErvRrrrw
~ racrac
X33-012
I -/. NrnaD~nunt lR~: ~.bla
33 T~
a,.
1Q O,pdrey IA~ngAm,e (feel, ey,
90 Queen Ave
bola PA 1702
la wu^ n.o.laa, m1m,, ra,1e~
Stephen P Han
za. wam.r,,,..,,, R~„mq
Stephen P ~,
zla wrba a Drlbeem
~~ ^ Hrlbwl6am 5,tle
COMMONWEALTH OF PENNSYLVANIA. pEPAR77HE~ OF HEALTH • VITAL RECORDS
CORONER'S CE~~iiT~~~IFICATE OF DEATH
-(See Instructions ahd:examples on reverse)
STATE FILE
Handwerk ZS°` A~s.a.~YY«~a«'
LDwaelrolpb,r,,deaw.rl ,~__~ . _. Female 226 - 7 S - nnn-
5, 19
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- e"( s~,u~,,,,,~,~,a~~ August 23, 2011
I ~ 131 / ~ ° Ec earo~e,D Coro eir~"
I I~ 1 ~~ d"'""' 6375 Basehore Rd. , Suite ~1
Dhpa,ypn Pum4 No. VW~C o'L(J yp~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/29/2011
HANDWERK STEPHEN P
380 REGENT STREET
CAMP HILL, PA 17011
RE: Estate of HANDWERK CAROLINE A
File Number: 2011-00556
Dear Sir/Madam:
This notice is to serve as a reminder that the Certificate of
Notice under Rule 5.6(a} is due on the below listed date.
As per the AMENDMENTS TO SUPREME COURT ORP
NO. 103 SUPREME COURT RULES DOCKET NO.1, HANS' COURT RULES,
or after ,Tuly 1, 1992, the personal representativeeorshasing on
councel, within ten (10) days after givin
beneficiaries and intestate heirs as re uigredober notice to the
(a) of Rule 5.7, shall file with the Register of WilbdSVOriClerk
of the Orphans' Court his/her Certification of Notice.
This filing is due by: 08/16/2011
Please feel free to contact this office with any questions ou
may have. If you have already filed your certificate,
disregard this notice. y
please
,, ~ ~ ~,~ ,
cc: File ~~~"~`
i
Counsel
g'ncere~ ,
Glenda Farnez' Strasb~~h
Clerk of the Orphans' Court
~,.
J
C~R~'~IC~'~~~`d ~~' h'~~'~~' " ~Il~s'~.~.P~ ~'~. ~.~'. ~~~'e ~.~ a
. ~--)
~- RiGiSTER OF ~4ILLS .
c~- ~,~~, ~_~ 1.--, ~`~,?
COliIVTY, PEiti~'SYLVA~7:~
Name of Decedent: (-c7r'~~ ~ „~~ ~ ' f~ ;~
Date of Deatl~t ;'~ ~ 1;~~~ ~ , ~ •
*,_. r File Number. /~ ~7.~,;6 l~ 7 ~;.'-- ~y ~~,~ =~
~a~e s.euers Granted: ~ ,~ r. - ,,_
~/~ fr7%~
To the Register:
I certify that Notice of Estate Administration required by Pa, O.C. Rule 5.6(a) of the Orphans' Court
Rues was served on or mailed to the following beneficiaries of the above-captioned estate o
~1~~ n
Na; , ~•
i , {,? .
~,. ~ J `,
'`iN~.
(r.1 mare space u needed, attach sepr~rcetE
Notice has now been given to ail persons entitled thereto under Pa. O.C. Rule S.ti(a) except:
•~'~~
Derr ~~ f~~ j~ j ~; ~, ,; ,: ~ lj,l ~~ ~ ~~ f~
J f r/ [ i ~ !.J
Si urea '~ :. o.-~ ~:'.
1 ion FiLirg this Fonti
Address:
Capacity: '' personal Representative ^ Counsel
~~f fir /~
NamrofPersonFiling~Form {
:~.~ ,-,~
~.
.4ddress ~ ,
Telrph~nr
;~ ~ ~~~,`