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HomeMy WebLinkAbout08-07-06 (3) "•-'°"""'"""~ °~ REV-1 SOO OFFICIAL USE ONLY U DEPARTMENT' of REVENUE INHERITANCE TAX RETURN Fl<F HUYBER 2t os 01090 DE~•~01 RESIDENT DECEDENT HARRISBURG PA 17128-0801 cOUHT1'CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCULL SECl1RnY NUA~ER i McHenry, Sandra J. 170-28-7127 W D THIa RETURN YUlrT BE FILED IN DUPLICATE WITH THE ~ 11-09-2005 12-31-1935 REGISTER OF YVILLS ~ (IF APPLICABLE) SURt/NING SPOUSES NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ^X 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Relum (date of deem prbr to 12-73.82) ~ gg ~ 4. Limited Estate ~ 4a. Future Interest Comgomiu (date of deem a8er ~ 5. Federal Estate Tax Return RegWred t2-t2-sz) 6. DacedeM Dled Testate (Attach ~ 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Bmtas 9. LJ patlon PIDCSede Reealvad ~ 10. SPtx~N~)t t Credit (del. of deem between ~ 11.Ekctlon to fax order Sea 9113(A) (Attad, Sch o) NAME ,.-: COMPlE1E MAILMKi ADDRESS Edward P. Seeber FIRM NAME (H appleable) James, Smith, Dietterick $ Connelly, LLP 134 S I @ A v e n u P H l PA TELEPHONE NUMBER umme stown, 17036 717/533-3280 1.Real Estste(ScheduleA) (1) 109,900.00 OFFICIAL USE ONLY 2. Stodts and Bonds (Sdroduls B) (2) 3, 515.40 ~' ;- ~; - 3. Closely Held Corporation, Partnership or Sde-Proprielaship (3) N O n Y , ~ .~~ - -~ <- 4, Mortgages & Notes Recelveble (Stitedule D) (a) Non • , - - ~ '' 5.Cash E) epoalffi 8 Misoelleneous Pereonal Property (5) e ~ S, 357.54 ~) ~i Sdt e d 8 (Jointly Owned Properly (St~edule F) Z . (8) ~ Seper~e Billing Requested N O n e ~ _ F S 7. Inter-Vlws Transfers d MlsceUaneoua Non-ProbeEs Pfoperty (7) Non • ~ ~~~' (Schedule G or L) ~ Separate Billing Requested -- . W K Z O F- d n, r7xar 7,ar0fe/eeMR taDrel ones rr~ g. Funeral Expenses 8 Administratlve Cosffi (Schedule H) (9) 37, 7 B2.96 10. Debts of DecsdenR MOrtpege Liabilities, 6 Liens (Schedule I) (10) 81,153.29 11. Total Deductbns (total Lines 9 & 10) 12. Net VaNre of Eatafs (Line 8 minus Line 11) 13. Cherlffible and Gotremmental Bequesta/Sec 9113 Trusffi for which an electlon to tax has not been made (Shcedub J) 14. Net Value Subject to Tax (Line 12 minus Line 13) teJ 121,772.94 (11) 118,916.25 (12) 2,856.69 (13) Nono (1a) 2,858.89 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Une 14 taxable e<the spousal tax rate, 0.00 or transfers under Sec. 9118(ax1.2) 18.Amount of Line 14 taxable at lineal rate 2,656.69 17. Amount of Line 14 taxable at alWing rate 0.00 18. Amount of Lins 14 taxable at 7xllateral rate 0.0 0 19. Tax Dw 20. _ . ... ~ _ , Copyright 200Y form sonaran only The Ladmer Group, Inc. x ,p0 (15) 0.00 x .045 (15) 128.55 x .12 (17) 0.00 x .15 (18) 0.00 (19) 128.55 Farm REV-1500 EX (Rev. 8-00; ~v ' 'Decedent's Complete Address: STREET ADDRESS 1124 Laurel Avenue CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CredltsJPaymenffi A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresNPenalty ff applicable p. Interest E. Penalty (1) 0.00 Total Credits (A + B + C) (2) Total Interesf/Penalty (D + E) (3) q, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Chsck box on Page 1 Lins 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5!-. This is the BALANCE DUE. (5A) (56) 128.55 0.00 128.55 128.55 Make Check Payable to: REGISTER OF W-LLS, 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 :.................................................................................. x b. retain the right to designate who shall use the properly transferred or Iffi Income :...................:................ x c. retain a reversionary interest or .................................................................................................................. x d. receive the promise for life of eRher payments, benefits or care? .............................................................. x 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?......... ^ x^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary deaignation? ...................................................................................................................... ^ ^x IF THE ANSWER TO ANY OF THE ASOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Undsr penaltrn of psQury, I dadw Mal I have axamine0 Mice return, Indudlnp accpnpanyinp acheduMe and atetemaMe, and to Me bast Of my and taNbf, it in true cnnett and complete. Dedaratlon d preperar oMer Men Ma psreonal iepreeentatlve b beaed on all IMOrtnaaon of which propa,er has airy knowledge. SIC+lil1 E OF PERSON RES ISLE F FILING RETUrIN ~ooRESS do JSDC e S. Baumba .1S' _ _ POB 6:i0 Y~~. Hershey, PA 17033 $~ 3 /~ Edward P. c/o JSDC, PO Box 650 Hershey, PA 17033 134 Stpe Avenue Hummslstown, PA 17036 Ala lG ~. For dat~of Death on or after July 1, 1994 and before January 1, 1995, the fax rate imposed on the net value of transfers to or for the use of the sunriving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)J. 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 sparse is 0% [72 P.S. §9116 (a) (1.1) (ip]. The statute does not exempt a transfer to a surviving spouse fiom tax, and the statutory requiremenffi for disdosure 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 iwentyone 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% (72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) (72 P.S. §9116 (a) (1)]. The fax rate imposed on the net value of transfers th or for the use of the decedent's siblings is 12% [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, whether by blood or adoptlon. nw+em 0t. (e+e) I SCHEDULE A REAL ESTATE rouboaa~Fxm of aeaasrw~ ewenrtw~ r~x aeTUna r~sioFxr txcaxar ESTATE OF (FILE NUMBER McFlanry, Sandra J. 21-06.01000 AlI nW papargr or,ad aolaly s r a Irrt m aamnon nap! M ppmlad r hk mraat valve. Far madpt wive b daMad r tna p,ks p wlirh piopa,ly could b. scdpnpsd balvpan a'~n0 b+Yar and a wMMq raar, rMnar bekp conpelku m WY ar rl, tiom haYq pwonabla browNdps dtlp ~slawd tab. Itaal Wapaeb vAMOh bl~Yorwd nltl~ Ayrt d SIP moat M d1aC10aad rt rtpduN F. Copyright (c) 2002 kxm aofluvare only The Lackner Group, Inc. Fonn PA-1500 Schedule A (Rev. 8-98) 14v-7t10117f. (6eh scH~cu~~ s STOCKS ~ BONDS co-l-toNweKnl of FewrsnvAaw MYIEPoTATCE TA%RE7URN RENDBIT t1Et:tIDWr ESTATE OF FILE NUMBER Mcllanry, Sandra J. Z1-05-01060 All poperq JoMtlyownW wIN Apht W wrvlvorehlp mwt M Atelw~d on B~edW~ F. ITEM NUMBER IP NUMBER DESCRIPTION UNIT VALUE VALUE AT DA OF DEATH 1 106 shann of Mallon Flnancaai Corp -valued par 32.55 3,515.50 public Ibting TOTAL (Also stttsr on LJm 2, Rscaplhtlatlon) 3,515.0 to more ~ is nsseea, aoaeonel popes at the some elze) Copyrfpht (c) 2002 form eolMlars only The Lederer (croup, Inc. Fonn PA-1rs00 Schedule B (Rev. 688) • AlWMatEX•(lbrp COMdONWFi1LTN of I+BMavWauaA geaEWfA1~E TAX ntnawa r+earoarr o~rr scttsou~e x FUNERAL EXPENSES d~ ADMINISTRATIVE COST8 ESTATE OF _ FlLE NUMBER - ~nrl-, Sandra J. 71.06-01000 Dsbb of dsosdsrtt must bra rsportsd on Schsduls 1. ITEM DESCRIPTION AMOUNT NUMBER ~sr See a~rttinuation schedule(s) attached B, ADMINISTRATIVE C08T8: 1. Personal Representative's Commissions Rebsrxa S. Bwmhadt Susan E. HttOhes - ... r.u u.._,a1K~ ersonal eprssentatlve(s): Street Addro~ do JSDC City Hershey State PA zfp 17033 Year(s) Commisefori gold 2. Atbmay's Fees James, Smith, Dlettsrick ~ Connely, LLP 3. Frnily Exemption: (H deoedent'a address is not the acme ea claimant's, attach explanefion) Claimant Street Address Gb State Zip Relatlonshlp of CleMrant b Decedent 4. Probate Fees Sea contlnuatbn schedule(s) attached 5. Acmuntant's Fees 8. Tax Rstum Proparer's Fees 7. Ocher AdmMislratlve Costs TOTAL (Also solar on Ilrts 8, Rscaplhtlatlon) I 37,76.06 1,630.00 9,000.00 9,000.00 266.00 17,844.06 Copyright (c) 2002 form aothaas only The Ladmer Group. Inc. Fonn PA-1300 Schedule H (Rev. 8-a8) ~~~~ ~i ~~ SCHEDULE H-B4 PROBATE FEES continued earxlanxexTH of vErrlarw~wu INHERRANGE LVCRE7URN REeDOlf OECEOENT ESTATE OF FILE NUMBER McHenry, Sandra J. 27-05-010Y0 CoPYN9h~ (c) 2002 form aoflware only The Ladmer Group, Ina Form PM76~ Schedule H-B~ (Rw. 8.98) Rrr-te02 Eli* (sfC1 cois~oHwEn~rn of voManvvxn MlMERRANCE TA%RERHUI NESIOFJdf DECBOENT ~Y~C~VfrC ~-~ OTHER ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER McHenry, Sandra J. 21-05.01080 ITEM NUMBER DESCRIPTION AMOUNT 1 Annual assessments - per agreement of seller's assbt~ce (less ad)wtrnsnt) 311.43 2 CBC - credk sport 20.00 3 Clay Hughes -bathroom rspalr 400,00 4 Closing sendce latter 35,00 5 County propsry taxes -per agreement of sellers assistance 112.28 6 Cumberland Law Journal -estate notlcs advertisenrsnt fee 75.00 7 Exk Phrtlnum Plus -sal estate commission 5,322,00 8 Exk Platinum Plus -deed proparation 85,80 9 First Amsrfcan Flood Services 7.50 10 Globe Home Wananty -home warranty 360,00 11 Hasard Insurance -per agreement of sellers assistance 69,25 12 Holiday Inn -hotel expense for Susan Hughes, as Co-Executrix, to clean out 215.00 residence 13 Home Depot -supplies of reskience 71.71 14 James, Smkh, Dletterkk dr Connelly, LLP -reservation for estate administration 250,00 dosing cosh 15 Jos Hicks -backdoor roplacwnent S locks 880,00 18 Kreamer Brothers -glass ropair 98.51 copyrl9nc (c) 2002 corm soRnere ony The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) RIr-td02 d[+ 16N) conanonrveKrn of ~re~sv~vwU Nl7ERITANCE TAX RENRN REeDEM OEC®FM 1~~H~DULE Fr= QTHER. ADMINIStRAtIVE CO~'1'3 continued ESTATE OF FILE NUMBER McHenry, Sandra J. 21.05-01090 ITEM NUMBER DESCRIPTION AMWNT 18 Lower Alhn Township - sewer dr tn>ISh service gt,05 19 Lower Allen Township - sewer ~ trash service 85.50 20 Lowe'a -supplies of nsldence 68,55 21 Mortgage Interest - Per agnanent of sellers assistance 182.90 22 NCBI -underwriting dr processing 375.00 23 PA American Water Company - water seMco for residence 5.00 24 PA American Water Company - water serviw for residence 55.56 25 PA American Water Company - water aervlr:e for residence 26.87 26 PA American Water Company - water service for residence 53,92 27 Penn Pest -pest Inspectbn 588,00 26 PPL - electric senriw for residence 156.00 29 PPL - electric service for residence 51.29 30 PPL -electric service for residence 41.41 31 Rebecca A. Knox -sellers assistance 851,11 32 Rebecca Baumbach - roimbursemsM for mileage do tolls 663,02 33 Recorder of Deeds, Cumberland County - flling fee for deed 95,00 Copyright (c) 2002 form software only Ths Ledrner Group, Ina Form PA-1300 Schedule H-B7 (Rev. 6-98) ltiv-1802 E7N (!A!) ~TM of rerwar~vANU~ NA7ERfMNCE TAX RENRN RE810lNT OECEOFNT OTHER ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER McHenry, Sandra J. z1.05-01090 ITEM NUMBER DESCRIPTION AMOUNT 34 Recorder of Deeds. Ctxn6nrland County - r2~wlty tranafwr t:~: ~ e~ nn 35 36 37 38 39 40 41 42 43 44 46 46 47 48 49 Recorder of L)esds, Cumberland County -filing fee for mortgage Rpister of Wills, Cumberland County -filing fees for Petklon Regbbr of Wills, Cumberland County -short certtflcates Regisbr of Wllb, Cumberland County -filing fee for Return 8 Inventory Register of Wlib, Cumberland County -reservation for filing fee of accounting Reminbcencs with Kathy -appraisal fee for personal property Rich Johnson -trash removal Robert Bsnzof(-appraisal fee Straub dAssociates -real estate commission Sudden t>eath Tsrmile Susan Hughes - relmbureement for telephone catb Susan Hughes - reimburesment for mileage, hotel, d, car rental while psrfonning administretbc duties Suzanne Colacicco -copies and tax certiflc:ation The Sentinel - estab notice advertisement fee UGI -gas service for residence 38.50 50.00 zo.oo 30.00 180.00 35.00 120.00 375.00 2,722.50 40.00 751.50 1,671.61 25.00 137.03 156.N copyrl9nt (c) 2002 ram eordvare ony The Lackner croup, Ina Form PA-1500 Schedule H-B7 (Rev. &98) RIw760t d~ (eM) . ~~~Gd~~~ ~~~/ OTHER ADMINISTRATIVE COSTS G~NMONNFAI.TN OF PENNSYLVANIA continued INHERITANCE TAX nEiunN ~~~~ ESTATE OF FILE NUMBER Mdisnry, Sandra J. 21-05.O10E0 Copyright (c) 2002 forth aoRwaro only The Lackner Group, Ina Forth PM7500 Schedule H-B7 (Rev. 688) aw-TS~z eiE. (sw1 couuornvf:N.TH or v~msvwwau MINERRANCE TA%NETURN RE810EM OECWBiT ESTATE OF AAclienry, Sandra J. SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS 21-05-01090 r~aea. wnwehwe.d m~diut ~ogtnass. NUMBER DESCRIPTION 1 Capital Ons - cndk card 2 Ckizens Bank -valued per HUD1 3 Ckizens Bank Home Equky loan No. 8050-65480~t -valued per telephone call wlflnancial instkution of ~EnTit 7,597.83 4,508.02 ~,a7.~a TOTAL (Also erHer on Line 10, Recspitulstlon) I 81,153.29 (H more apaw ~ needed. eddHlorwl peps of the same size) Copyright (c) 2002 form eoftrvere only The Ledarer Group Ina Form PA-15<b Schedule 1(Rev. 8-98) Rev-tstaOl+(-oo) • SCHEDULE J u~i~rv cE°Fnvc ""'" BENEFICIARIES rtaswE-rr or~Nr ESTATE OF FlLE Nt1M88R MCHsnry, Sandra J. 21-06.01090 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE Do No! LLt Tru • ~~) (~) e OU epousa distribu8ona, and transfers under Sec. 9118(ax1.2)] 1 Rsbscca S. Baumt-ach Daughter 1/3 of Rssidw 952.23 c/o JSDC PO Box 850 Hsrshsy, PA 17033 2 David Hoke Son 1/3 of Rssidw 952.23 ASPC - Fbronos North Unit ADC 19051- P.O. Box 7000 Floronce, AZ 85232 3 Swan E. Hughes Daughbr 1/3 of Residus 952.23 c/o JSDC PO Box 850 Hershey, PA 17033 Total 2,856.69 Enter dollar amounts for diaMtwtlons shown above on Iines 5 through 18, es ste, on Rev 1500 cove r sheet ~, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOT AL F ART II _ FNTFR 7 si rirv~ svs i ~ roeroin~ m~nue nw~ i ~.~~ , ~ r.r sue...-......... ~......~ Copyright (c) 2002 form soRwere only the Lackner Group, lnc. - - - -- - -Form PM1800 Shcedule J (Rev. 8-98)