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Home My WebLink About12-09-11 1505610105 REV-1500 EX (OZ-1 1) (FI)B ii7 PA Department of Revenue OFFICIAL USE ONLY pennsylvania Bureau of Individual Taxes o~~,.~,~.w, a..t~.~~t Coun Code Year File Number INHERITANCE TAX RETURN '" PO BOX z8D6Di l i 1 1 a a o ~ Harrisburg, PA i'71z8-o6oi I RESIDENT DECEDENT p ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 178-16-4713 10/10/2011 07/22/1921 Decedent's Last Name Suffix Decedent's First Name MI _ Raudabaugh Harold M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CID 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 S. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name _ _ _ Daytime Telephone Number Michael A. Scherer, Esq (717) 249-6873 First Line of Address Baric Scherer LLC Second Line of Address. 19 West South Street City or Post Office State ZIP Code Carlisle PA ' 17013 Correspondent's a-mail address: mscherer@baricscherer.com FOR FILING RETURN ~_ --- ' ` i. . -- 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 /1 1 REGISTER OF Tl~ USE ON4Y - -j r _ a"~-' -_= m I :> ~ ~;-; ~. c-,._ J_ i - ..••_J ~;._ ...... z; c_.; DAT~IrILED ~_,._:. DATE HUUIttJJ - ~ '/ - -- 17 West Yellow Breeches Road, Carlisle, PA 17015 SIGNATU R THER THA REPR ENTATIVE / DATE O if tf ADDRES~ • v v - ~. 19 West South Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: Harold M. Raudabaugh 178-16-4713 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. I 4. Mortgages and Notes Receivable (Schedule D) ......................... .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. ' 19,926.48 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. ', 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 19,926.48 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. ' 2,109.18 10. Debts of Decedent, Mortgage Liabilities and liens (Schedule I) ............ ... 10. ' 3,177.94 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. ' 5,287.12 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. '; 14,639.36 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. ' 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 14,639.36 TAX CALCULATION -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 .0_ ; 15. 16. Amount of Line 14 taxable _ _. _. at lineal rate X .0 45 ', 14,639.36 ' 16. ' 658.77 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g. ', 19. TAX DUE ....................................................... ..19.' 658.77 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Harold M. Raudabaugh STREET ADDRESS 19 West Yellow Breeches Road CITY STATE Carlisle PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 32.00 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. Total Credits (A + B) (2) (3) (4} (5} 658.77 32.00 626.77 Make check payable to: REGISTER OF WILLS, AGENT. 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 ....................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................... ....... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ....... ^ 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 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 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 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(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)). Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-i5o8 EX+ (ii-io) pennsylvania SC~IEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harold M. Raudabaugh 21-11-1220 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. If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Harold M. Raudabaugh 21-11-1220 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' Hoffman Roth Funeral Home 247.00 8. 1. z 3 4. 5. 6. 7. s. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: The Sentinel (legal advertising) Cumberland Law Journal (legal advertising) TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 1,500.00 131.50 155.68 75.00 2,109.18 REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Harold M. Raudabaugh 21-11-1220 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. Ir more space is needed, insert additional sheets of the same size, REV-1513 EX+ (01-10) ~ Pennsylvania ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE BENEFICIARIES ESTATE OF: FILE NUMBER: Harold M. Raudabaugh 21-11-1220 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Ronald W. Raudabaugh, 17 W. Yellow Breeches Rd., Carlisle, PA 17015 son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. 100% TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF HAROLD M. RAUDABAUGH I, HAROLD M. RAUDABAUGH, of Dicl-inson Township, Cumberland C~~r~r, ~ Pennsylvania, being of sound and disposing mind, memory and undexstazcL.ng, .:I: hereby make, publish and declare this as and for my last Will anc 4e ;i;~raert, hereby revoking and waking void arrs* and a.7.1 Wills by me at ax~y -ti sae ieretc f c made. 1. I direct ter hereinafter named Executrix to pay all of my ja;t debts and funeral expenses as soon after my death as may be found c~ic•enient to do so. 2. All the rest, residue and remainder of ntY estate, real, :~e^ ,cnaC1 an.. mixed, and wheresoever the same may be situate, I give, devise axd bequeath unto niY wife, Kathryn 5. Raudabaugh, absolutely. 3. Should my said wife, Kathryn S. 2audabaugh, pre-decease pie, th=n a1: the rest, residue and remainder of my estate, real, personal and ~ii:cE d, an3 wheresoever the same may be situate, I give, devise and bequeath :in-x _r~~` s~'~, Ronald W. Raudabaugh. !t. I hereby nominate, constitute and appoint my said wife, l:ai;2 ry;z S. Raudabaugh, Executrix of this my last ?dill and Testament. In the event my said wife, Kathryn S. Raudabaugh, shall pre-c!ecease m~~ r.i fail to qualify as Executrix, then I hereby aominate, constitute ::nd ~.:?trcia; my son, Rone~ld Td. Raudabaugh, as Executor of this my last Will and 'PE:s t.rven•,, IN WITLTESS Z~FTEREOF I have hereunto set my hand and seal to tl,i,~ Last, Will a.nd Testament this !~~ day of ~i~ , 1968. i~ Signed, sealed, published and declared by Harold M. Raudaba~a€ h, ;he: tES, i; 31 ~ above named, as and for his last Wi11 and Testament, in our preserve, tirkio, isi his presence, at his request, and in the presence of each other, rave heret¢.t;i subscribed our names as attesting witnesses. ~~ ''ter ~a:y~~'~ Q N[~zB~ank 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Baric Scherer LLC Attorneys at Law 19 West South Street Carlisle, PA 17013 Re: Estate of Harold M Raudabau>?h Social Security: 178-16-4713 Date of Death: October 10, 2011 Phone 888-502-4349 F ax (302) 934-2955 [November 21, 201 I Dear Sir or Madam: Per your inquiry on November 16, 2011, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 9840523287 Ownership (Names o~ Harold M Raudbaugh Kathryn Raudabaugh Ronald Raudbaugh (POA) Opening Date 11/04/05 Balance on Date of Death $17,944.28 Accrued Interest $ .OS Total _. $17, 944.33 For any additional information on the above accounts, including ownership and any changes, dosures andlor reimbursement of funds, please call the Mount Holly Springs Office at#717-086-3038. We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not indude any aooounts in which the deceased may have been listed as Power of Attorney, C~stadian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement Sincerely, ~ ~^-~ `-~ ~. Tammy Spencer Adjustment Services ~}f{ i! u~L_