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Home My WebLink About10-13-11---~ REV-1500 Ex(01-'°' , 1505610143 PA De artment of Revenue ~ OFFICIAL USE ONLY P Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE Po Box.2sosol INHERITANCE TAX RETURN 21 11 0 018 6 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 185 26 9486 O1 16 2011 06 O1 1933 Decedent's Last Name Suffix Decedent's First Name MI PROSSER SHIRLEY p~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 4. Limited Estate ® g Decedent Died Testate (Attach Copy of Will) ^ 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ^ 2. Supplemental Return ^ 4a. Future Interest Compromise (date of death after 12-12-82) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) ^ 1 Q Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICHARD E CONNELL ESQ 717 232 8731 First line of address 2303 MARKET STREET Second line of address City or Post Office State Z!P Code CAMP HILL PA 17011 Correspondent'se-mail address: Connell@bmC-IaW.net REGISTER OF WILLS USE:~NLY 7 7-O -__ _f. `~, ; '_~ __; - L1~,;- ry C~ ~ C~.~ - DATf~$ILED D ~~ ,-. ~. '~~-~ ~' ~~ 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 complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATU~E OF PERSON RXESPONSIBLE FOR FILING RETURN DATE i-~ rL4rt~l 1 .~sc,~•?.~t~ Brian T Prosser ADDRESS ' ~ ~/ 200 St., Camp Hi 17011 ..IGNATURE OF PREP RER OTHE THA PRE NT DATE Richard E Connell Esq ~ ~ Z~ ~ ADDRESS 2303 Market Street, Camp Hill, PA 17011 Side 1 1505610143 1505610143 J 1505610243 REV-1500 EX oecedent~s Name: P R O S S E R, S H I R L E Y A. 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 & Notes Receivable (Schedule D) .......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. Decedent's Social Security Number 185 26 9486 158,000.00 1,000.00 78,751.99 237,751.99 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... ... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. ... 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... ... 11. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... ... 12, 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ...........................................:... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... .. 1q. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 2 1 8, 7 0 4. 4 3 16. 17. Amount of Line 14 taxable at sibling rate X 12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .................................................................................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 3,607.28 15,440.28 19,047.56 218,704.43 218,704.43 9,841.70 9,841.70 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 11 - 00186 DECEDENT' NAME Prosser, Shirley A. STREET ADDRESS 200 S. 18th St. CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1> 9,841.70 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. Total Credits (A + B) Make Check Payable to: REGISTER OF WILLS, AGENT. (2) 0.00 (3) 0.00 (4) (5) 9,841.70 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No 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 :.................................... c. retain a reversionary interest; or .................................................................................................................. x 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? ..................................................... ^ ^ ............................................................... x 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? ...................................................................................................................... ^ 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 surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 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 and filing a tax re urn 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)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Prosser, Shirley A. FILE NUMBER 21 - 11 - 00186 .,~~ real prvperry ownea sotety or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 200 South 18th Street, Camp Hill, PA 158,000.00 Deed Bood 0021 N Page 00691 Tax Parcel #01-22-0536-245 (Appraisal Attached) ~ TOTAL (Also enter on Line 1, Recapitulation) I 158,000.00 TOTAL (Also enter on line 9, Recapitulation) 3,607.28 INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } File Number 21 - 11 - 00186 Brian T. Prosser Personal Representative(s) of the Estate of Prosser, Shirley A. deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed o inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real e Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- /~ ~y~,f ~ ~~ tory are true and correct. I understand that false state- ~ Brian T. Prosser ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to } authorities. - -- Attorney -- (Name) (Firm) (Address) Richard E Connell Esq (Supreme Court I.D. No.) 21542 Ball, Murren & Connell 2303 Market Street Camp Hill, PA 17011 (Telephone) 717/232-8731 DATE OF DEATH LAST RESIDENCE 2OO S. 18th St. DECEDENT'S SOC. SEC. NO. 1/16/2011 Camp Hill, PA 17011 185-26-9486 FIGURES MUST BE TOTALED Personal Property Series HH Savings Bond #D3910738HH ($500.00 Denomination; Issue Date 3/1993 Series HH Savings Bond #D6040762HH ($500.00 Denomination; Issue date 912002 Morgan Stanley Smith Barney Account Established 04/19/1995 Acct. #652-28188 Balance on 01/1412011: $66,632.01 Balance on 0111812011: $65,918.69 500.00 500.00 66,275.35 (Attach additional sheets if necessary) Total Personal Property and Real Estate $237,751.99 Cam- :.. :~ ~5®ts wher "° r situate' p each of said st~ ide c~#-the ~-, ' _r,. ~ ~, <~ tai ~-~, `~ a..~e ~. _... v L , c~ G ~i J REGISTER OF WILLS OF INVENTORY (continued) CUMBERLAND COMMONWEALTH OF PENNSYLVANIA couNTY of Cumberland } ss DATE OF DEATH LAST RESIDENCE 200 S`. 18th St. 1/16/2011 Camp Hill, PA 17011 Belco Community Credit Union Acct. #548130, Savings Belco Community Credit Union Acct. #548130, Checking 1999 GMC Safari Mileage: 56,146 VIN: 1 GKEL19W3XB516561 Real Estate 200 South 18th Street, Camp Hill, PA Deed Bood 0021 N Page 00691 Tax Parcel #01-22-0536-245 (Appraisal Attached) COUNTY, PENNSYLVANIA File Number 21 - 11 - 00186 DECEDENT'S SOC. SEC. NO. 185-26-9486 9,592.69 608.95 2,275.00 Total Personal Property 79,751.99 158,000.00 Total Real Estate 158,000.00 2 LAW OFFICES BALL, MURREN & CONNELL 2303 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 (717)232-8731 PHILIP J. MURREN RICHARD E. CONNELL FACSIMILE (71 7) 232-2142 TERESA R. McCORMACK THOMAS A. CAPPER MAILING ADDRESS: P.O. BOX 1108 HARRISBURG, PENNSYLVANIA 171Q$-llo$ HAND DELIVERED October 13, 2011 WILLIAM BENTLEY BALL (1916-1999) Glenda Farner Strasbaugh n Register of Wills -Cumberland County ~ o ~ ~-' ~' 7.;, ,-~ , Cumberland County Courthouse , ~ , ~ - =~-, :~7 One Courthouse Square za -,> ,-- -+ - - ~,-~-I __ - Carlisle, PA 17013 ~ ~" _~ c''' -_,,_ ~~~-~, ~ RE: Estate of Shirley A. Prosser (deceased) ..: c --~1' -,:; Date of Death: 01/16/2011 ~ .. ~ `~ ~. Will No. 21-11-0186 C' _r Our File No. 2361.1 Dear Ms. Farner Strasbaugh: Enclosed please find, in duplicate, the Inheritance Tax Return and Inventory (with a copy of the Will and Codicil attached) for Shirley A. Prosser. Please date-stamp the additional copies of the Return and Inventory for our records. Also enclosed, please find a check #1056 in the amount of $9,841..70 in payment for the tax due and this firm's check in the amount of $30.00 for the filing of the Return and Inventory. Ve 7y your , ,, ~---_ --~ .~ I Richard E. Connell REC/gjc Enclosures cc: Mr. Brian T. Prosser COMMONWEALTH OF PENNSYLVANIA REV-1162 EX111-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 015057 PROSSER BRIAN T 200 S 18TH STREET CAMP HILL, PA 1701 1 ACN ASSESSMENT AMOUNT CONTROL NUMBER -- fold ESTATE INFORMATION: SSN: 185-26-94s6 FILE NUMBER: 211 1-0186 DECEDENT NAME: PROSSER SHIRLEY A DATE OF PAYMENT: 1 0/ 1 3/201 1 POSTMARK DATE: 10/13/201 1 couNTY: CUMBERLAND DATE OF DEATH: 01 / 1 6/201 1 REMARKS: RECEIPT TO ATTY CHECK#1056 SEAL 101 ~ 5 9, 841.70 TOTAL AMOUNT PAID: 59,841.70 INITIALS: WZ RECEIVED BY: GLENnA F4RnIFR cTaecRn~ i~u REGISTER OF WILLS REGISTER OF WILLS