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Home My WebLink About02-10-12_. __ _ _ _ 1505610145 ~"°'-'°' REV-1500 FFICIAL USE ONLY PA Department of Revenue O Pennsylvania County Cade Year Flle Number oFr~nnertr or ne+ierue Bureau of Individual Taxes PD BDX 28080, INHERITANCE TAX RETURN ~r ~ o 05 7s. , Hanisburo PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 204-26-8403 05302010 09041931 Decedent's Last Name Suffix Decedent's First Name MI Railing L. Karl (K Appiicabie) Enter Surviving Spouse's Intorrnation 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 BOXES BELOW 1. Original Retum ® 2. Supplemental Relum 0 3. Remainder Realm (date of death prior to 12-13.82) 0 4. Limited F_state Q 4a. Future Interest Compromise (daU of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) ® 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy Of Tnlst) 0 9. Litigation Proceeds Received ~ 10. Spousal Poveny Credlt (date of death Q 11. Eiecdon to tax under Sec. 9113(A) between 121-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONflDEHTNL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Robert G. Frey 7172435838 REGISTER OF WILLS USE ONLY R1 Q ~' ~ "^ h - :. ~ t7 First line of address i ~ ~ 5 South Hanover Street n ~ a ~ ~ ~; _~? ~ Sewnd Tine of address o rri~ ~r ~ C7U "v - yi ,,_~ •-tz ~ n ~ _ ' City Or Post Office LED State ZIP Coda D ~ '-.z_~J 3' D ~ Qi Carlisle PA 17013 N cornspondeM's e-mail address: r f rey®f reyt i 1 ey . com Under penaNiBS Of perjury, I re that I have examined this refum, including accompanying schedules and statements, and ib the best of my knowledge and belief, ft is ADDRESS 5 South Hanover Stre , Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610145 1505610145 ~~ SIGNATI~ OF PR A R-0THE,JkTH~pM~EPRESENTATNE / ~ ~/ ~ - v ~ J~ ~ i J 1505610245 REV-1500 EX IJeeedenrsName• L Karl Railing Decedents Social Security Number 204-26-8403 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. NONE 2. Stocks and Bonds (Schedule B) ...................................... 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. 9 9 ( ) .......................... Mort a es and Notes Receivable Schedule D 4. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ...... 5. 1121.0 0 B. Jointly Owned Property (Schedule F) Separate Billing Requested ........ 6. NONE 7. Inter-vvos Transfers 8 Miscellaneous Non-Probate Properly (Schedule G) (]Separete Billing Requested ........ 7 NONE 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1121.0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ................. . 9. 12 8 0 6 . O 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. NONE 11. Total Deductions (total Lines 9 and 10) .............................. . 11. 12 8 0 6 . O 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ . 12. -116 8 5 . 0 0 13 Charitable and Governmental Bequests/Sec 9113 Trusts for which . an election to tax has not been made (Schedule J) ....................... 13, 0 . 0 0 14 Net Value Sublect to Tax (Line 12 minus Line 13) .......... 14. -116 8 5 . O O TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 (aX1.2) X .0 0 15. . 16. Amount of Line 14 taxable at linealratex.o 45 -11685.00 i6. 0.00 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 . 0 0 18. Amount of Line 14 taxable 0 0 0 at collateral rate X - 15 18. . 19. TAX DUE ...................................................... . 19. O . O O 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610245 1505610245 J REV-1500 IX Page 3 nne~nelen•'a; Cmm~lO+A Oddr®ss' Flla Number 21-10-0575 204-2&8403 ~~~~~~.... ._. _r-___ _ _«_____ DECEDENTS NAME L. Karl Raili STREET ADDRESS 1842 Walnut Bottom Road CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 23000.00 e. Discount 0.00 (,) o.oo Total Credits (A + B) (2) 23000.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 23000.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE (5) 0.00 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: f d rt t Yes ^ No 0 : ............................................................................ erre rans y a. retain the use or income of the prope . b. retain the right to designate who shall use the property transferred or its income : ............................... . ^ ^ t i t ^ 0 ; or .......................................................................................................... eros n c. retain a reversionary .. d. receive the promise for life of efther payments, benefds or care? ........................................................ .. ^ 0 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death ti ? id ^ ^X ................................................................................................ era on wfthout receiving adequate cons . 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 properly, which contains a beneficiary designation? ............................................................................................................ ^X ^ 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. §9118 (a) (1.1) (ii)j. 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 ttie surviving spouse is the only beneficary. 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 172 P.S. §9116(ax1.2)). • 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 decedents siblings is 12 percent [72 P.S. §9116(ax1.3)]. A sibling is defined, under Section 9102, as an individual who has at least ane parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (5-98) COMMONWEALTH OF PENNSriVAN1A INHERrcANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER L. Kati Raiiing 21-10-0575 Indude the proceeds of litigation and the date the proceeds were received by the estate. REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INNERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representatlve Commissions: Name(s) of Personal ReprosentatNe(s) Street Atldress ESTATE OF FILE NUMBER 21-10-0575 Decederd's debts must bs reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 8. 1 Ciry YeaKs) Commission Paid: a. 3. 4, 5. 6. 7. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Attorney Fees: Family Exemption: (If decedents address is not the same as Gaimant's, attach explanatlon.) Claimant Street Addross City State Relationship Of Clalment to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Settlement costs from HUD-1 settlement stteement 8. Utility bills subsequent to the filing of inheritance tax return 9. Lawn service subsequent to filing of inheritance tax return State 7JP 12,493 77 236 TOTAL (Also enter on Line 9, Recapitulat If more space is needed, use additional sheets of paper of the same size. 21P REV-1513 EX+ (Ot-10) pennsyivania DEPARTAfENT OF REVENUE INHERRANCE TAX F2ETURN SCHEDULE J BENEFICIARIES EST® O NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS pnclude outrlpht spousal distrlbutlons and transfers under Sec. 9116 (a) (1.2).] MICHAEL L. RAILING ~' 67 COURTYARD DRIVE, CARLISLE, PA 17013 LINDA S. STAMEY 2' 118 3RD ST., BOILING SPRINGS, PA 17007 BRENDA K. BRADLEY 3' 88 CEDAR ST., MT. HOLLY SPINGS, PA 17065 TERRY L. THRONE 4' 43A CREEK RD, DILLSBURG, PA 17019 SHEREE MCCLEARY 5' 176 FOREST HILLS AVE., WHITE RIVER JUNCTION, VT 05001 DEBRA S. WISER g' 532 SPRINGFIELD RD., SHIPPENSBURG, PA 17257 FILE NUMBER: RELATIONSHIP TO DECEDENT I AMOUNT OR SHARE Do Not tJst Trustee(s) OF ESTATE ILD ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET. AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I ~ O If more space is needed, use additional sheets of paper of the same size.