HomeMy WebLinkAbout05-29-12 (3) 1505610143
J
REV-1500 ~``°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania couray code veer File Number
Bureau of Indhridual Taxes °r"'n"®1TOFRS"b"1e
PO 60X.280601 INHERITANCE TAX RETURN 21 12 0408
Harrisburg, PA 17128-0801 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
03 12 2012 12 27 1925
Decedent's Last Name Suffix Decedent's First Name Mt
LUTES MARGARET J
flf 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
O 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death
prior to 12-13-82)
4. Limited Estate ^ 4a. Future Interest Compvmise ~ 5. Federal Estate Tax Retum Required
(dale of death aher 2-12-52)
8 Decedent Died Testate
® (Attach Copy W Will) ^ T, peceyeppt Mein~a~ned a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Anecrr Dopy of Trust)
9. Litigation Proceeds Received ~ t0. ~iw erl,i$Y~a d~><ieses~deeth ~ 11.Eledion to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT - TH13 SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
JAMES D BOGAR (717) 737 8761
First line of address
ONE WEST MAIN STREET
Second line of address
City or Post Office
SHIREI4ANSTOWN
State ZIP Code
PA 17011
REGISTER O (16)_3 USE p~LY
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Correspondent's e-mail address: jbogarQbogarlaw.com
Under penahies of perjury, I declare that I have examined this return, induding aarompanying schedules and statemenffi, and to the best of my knowledge and belief,
h is true, cerrect and Wmplete. Dedaretion Of preperer other than the person l representative is based on all inionnatbn of which preparer has any knowledge.
~. "~. „_,.,,,,. Sara E. Achuff ~~ ~ ^ ~ 'Ze ! ~
ADDRESS
L 1505610143 1505610143
One West Main Street, Shiremanstown, PA 17011
Side 1
1505610243
REV-1500 EX
o~derms N^^,~: Lutes, Margaret J.
Decedent's Social Security Numiser
RECAPITULATION
1. Real Estate (Schedule A) ....................................................................................... 1.
2. Stocks and Bonds (Schedule B) ............................................................................. 2.
3. Closely Hetd Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3.
4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ 4.
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... 5. 6 , 116.68
6. :lointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 77 , 166.70
7. Inter-Vivos Transfers & Miscellaneous -Probate Property
(Schedule G) ~ Separate 8il6ng Requested..,......... 7. 978 , 406.7 9
8. Total Groas Assets (total Lines 1-7) ..................................................................... 8. 1 , 0 61 , 690.17
9. Funeral Expenses A Administrative Costs (Schedule H) ....................................... 9. 9 , 65 6.02
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10.
11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 9 , 65 6.02
12. Net Value of Estate (Line 6 minus Line 11) .......................................................... 12. 1 , O52 , 034.1$
13. Charitable and Governmental Bequests/Sec 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) ............................................... 14. 1 , 052 , 034.15
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
15
0.00
(a)(1.2) X .DO .
16. Amount of Line 14 taxable 1 052 034.15 16. 47 341.54
~
at lineal rate X .045 ~ ~
17. Amount of Line 14 taxable
OO
0
17
0
O 0
.
at sibling rate X. t 2 . .
18. Amount of Line 14 taxable
0
0 0
18
0
0 0
.
at collateral rate X .15 . .
19. Tax Due .................................................................................................................. 19. 47 , 341.54
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
1505610243 15~56Z0243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-12-0408
DECEDENT'S NAME
Lutes, Margaret J.
STREET ADDRESS
824 Lisburn Road, Apt. 238
CITY
Camp HIII STATE
PA ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 47,341.54
2. Credfts/Payments
A. Prior Payments
B. Discount 2,387.08
Total Credits (A + g) (2) 2,367.08
3. Interest (3)
4. if Line 2 is greater than Line 1 + Line 3, enter the difference. Thls is the OVERPAYMENT. [4)
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. (5) 44 974.46
s
Make Check Pa able 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 :............................................................................... x
b. retain the right to designate who shall use the property transferred or its income :.................................. x
c. retain a reversionary interest; or ...............................................................................................................
d. receive the promise for life of either 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 "intrust 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 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 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 p2 P.S. §9116 (aj (1.3}]. A
sibling is defined under Sedion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Rsv-7608 EX+ (6-9e)
COMMON W EALTN OF PENN9Y WAN IA
INHERRANCE TAX RETURN
RESIDENT DECEDEM
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
ESTATE OF
J.
InGude the proceeds of litigation and the dale Me proceeds were received by the estate.
NI property Jo1Mly~owned wide die r1pM or suMVOrshIP must ha disclosed on schedule F.
Nt1MBER
12-0408
ITEM VALUE AT GATE
NUMBER DESCRIPTION OF DEATH
1 Genworth -Payment from long-term care insurance policy 1,152.00
2 Personal Property -Sold at private sale 250.00
3 The Woods at Cedar Run - Retum of deposit 2,409.73
4 U.S. Treasury - 2011 Personal Income Tax Refund 2,292.00
5 Verizon -Refund 12.95
TOTAL (Also enter on Line 5, Recapitulation) I 6,116.68
(If more space is needed, additional pages of the same slze)
Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule E (Rev. 6-98)
Rsv-0509 Fx* (Bd9)
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH aF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOEM '
ESTATE OF FILE NUMBER
Lutes, Margaret J. 21-12-0408
k an seeM wee made joint wNWn one year of the dscedsM's date of death, k mat be mported on scMdWe G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Sara E. Achuff 1777 South Meadow Drive Daughter
Mechanicsburg, PA 17055
B.
C.
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOIN
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT
NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR
JOINTLY-HELD REAL ESTATE.
DATE OF DEATH
ALUE OF ASSE % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTEREST
1 A 06/03H974 Citizen's Bank -Checking Account No. 834.62 50.000°~ 417.41
6100714543. Date of death balance $834.67;
accrued interest $0.15.
2 A 08/26/2002 Citizen's Bank -Checking Account No. 153,498.58 50.000% 76,749.29
6200258620. Date of death balance
$153,471.82; accrued interest $27.78.
TOTAL (Also enter on Line 6, Recapitulation) I 77,166.70
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98)
c~~~
May 2, 2012
James D. Bogar
Attorney At Law
One West Main Street
Shiremanstown PA 17011
Estate of MARGARET J LUTES
Date of Death: Mar 12, 2012
SSN: 195-20-0665
Dear Sir/Madam:
One Citizens Drive
ROP112
Riverside, RI 02915
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For Installment Loans or Line of Credit accounts, contact our Loan Department at 1-800-708-6680. For
all other inquiries, please ca111-877-579-2667
Sincerely,
. ~v~
Knsten L. Petrucci
Decedent Account Processing
REF#: 543596
~~r~-~~-
Acco Number
Account T_ i
Date w
Account T e
Prim ~ Balances as of DOD
t Postin to DOD
Interest from Las of DOD
~ A unt Balance as
6100714543 L ACHi7FF
Mp,RGAgET 3 LIJ'TESiSARA
6/311974
$$3~ 7
_ $ '1=
$8=
~ .09
YTD interest, t.~ DOD
Rev-7670 EXa (6.96)
SCHEDULE G
INTER VIVOS TRANSFERS 8~
MISC, NON-PROBATE PROPERTY
COMMON W EALTH OF PENNSV LVAN IA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lutes, Margaret J. 21-12-0408
This schedule must be compbted and filed if 9ie answer fo any of questions 1 through 4 on the reverse aide of the REV-7500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROgPERTY
TME DA E OFdTRCAFNSF~ER.sAEITRACFi A COPY O~FTTHE DEED ~OREREAL EsTA~. DATE OF DEATH
VALUE OF ASSET % OF DECD'S
INTEREST EXCLUSION
(IF APPLICABLE) TAXABLE
VALUE
1 Merrill Lynch Wealth Management -Account No. 872 102,933.03 102.933.03
-12053. This was a payable on death account. Sara
E. Achuff is the payable on death beneficiary.
2 Merrill Lynch Wealth Management -Account No. 872 875,473.76 875,473.76
-12122. This was a payable on death account. Sara
E. Achuff is the payable on death beneficiary.
TOTAL (Also enter on Line 7, Recaoitulatlon) + 978,408.79
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98)
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REV-1151 EX+(10.08)
conn~id~1J~'€L~~ri ~nNu
SCHEDULE H
FUNERAL EXPENSES ~
1DMINISTRATIVE COST:
ESTATE OF FILE NUMBER
Lutes. Marstaret J. 21-12-0408
Debts of decedent must be reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
A, FUNERAL EXPENSES:
See contlnuation schedule(s) attached
1,117.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission Daid
2, Attorney's Fees Bogar & Hipp Law Offices 3,465.00
3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cjty State ZID
Relationshio of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 5,073.52
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 9,656.02
Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-7500 Schedule H (Rev. 10-06)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF -- ~ , (FILE NUMBER
21 _12-OdA8
NUM ER DESCRIPTION AMOUNT
Funeral xnenses
1 Kingston Monument Company -Fee to engrave headstone 125.00
2 Royer's -Flowers for funeral luncheon 84.80
3 West Shore Country Club -Funeral luncheon 907.70
H-A 1,117.50
4 Other Administrative Costs
Comcast -Final bill
14.56
5 PA Department of Revenue - 2011 Personal Income Tax payment 678.00
6 Phillips 8, Cohen, LLC - CitiCard payoff 209.73
7 Register of Wills -Probate fee 719.50
8 RESERVE: -Costs to conclude administration of Estate, including filing PA Inheritance Tax 1,500.00
Retum and Inventory, preparation and flling of final Personal Income Tax Returns and
Fiduciary Income Tax Returns
9 The Woods at Cedar Run -Room cleaning fee 150.00
10 The Woods at cedar Run -Final bill 1,801.73
H-67 5,073.52
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule H (Rev. 6-98)
REV-1613 EX. (11-08)
SCHEDULE J
con1~~S~~aNln BENEFICIARIES
ESTATE OF FILE NUMBER
Lutes, Ma aret J. 21-12-0408
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE MOUNT OF ESTATE
NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$)
TAXABLE DISTRIBUTIONS [include outright spousal
I. distnbutions, and transfers
under Sec. 9116 a 1.2
Sara E. Achuff Daughter One hundred
1777 South Meadow Drive percent of rest,
Mechanicsburg, PA 17055 residue and
remainder
Total ~
Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet as a ro r
NON-TAXABLE DISTRIBUTIONS:
II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
IVIAL Vr r'AR111-CI91Crt lvl~+~nvn-Irvviv~~v.v...,vv....,... ~... ~...~.-~. ..~- ._____-_.. __.--..
Copyright (c) 2009 form software only The Lackner Group,,lnc. Form PA-7500 Schedule J (Rev. 11-OS)
LAST WILL AND TESTAMENT
of
MARGARET J. LUTES
I, MARGARET J. LUTES, of Camp Hill, Cumberland County,
Pennsylvania, make, publish and declare this as and for my Last
Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to my daughter,
SARA E. ACHUFF, provided that should she predecease me, I give
and bequeath all the rest, residue and remainder of my estate, in
equal shares, to my grandchildren, CABBIE E. DAVIS, SALLY J.
ACHUFF and RACHEL J. ACHUFF.
SECOND: Should any of my grandchildren not have
attained the age of twenty-three (23) years at the time for dis-
tribution to him or her, I give, devise and bequeath the share of
each such grandchild to my hereinafter named Trustee or Trustees,
IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the
shares so received, and to use and apply from time to time such
portion of income and principal for the said grandchild's
education (including college, trade school or other similar
training or education), as my Trustee or Trustees, in their sole
discretion, deem advisable. The Trustee or Trustees, in
exercising their discretionary authority with respect to the
payment of income or principal of the within Trust to my grand-
children, shall take into consideration any income or other
resources available to my grandchildren from sources outside this
Trust.
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Any income or principal not. so applied shall be dis-
tributed to each grandchild when she attains the age of twenty-
three (23) years. In the event any of my grandchildren die prior
to the termination of this Trust established herein for their
benefit, the interest of said grandchild in said Trust shall
cease with any income and principal being divided evenly between
that deceased grandchild's sisters or the separate Trusts
established hereunder for their benefit.
TBIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
.for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
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(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
h
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
F URTFis I nominate and appoint CHARLES B. ACHUFF, JR.,
husband of my daughter, SARA E. ACHUFF, as Trustee of the
hereinabove described trusts. In the event of the death, resig-
nation or inability to serve for any reason of the said CHARLES
B. ACHUFF, JR., I nominate and appoint CABBIE E. DAVIS, as
Trustee of the hereinabove described trusts. I direct that my
Trustee or Trustees shall serve without bond and shall receive
fair and reasonable compensation.
FIFTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
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SIXTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SEVENTH: I nominate and appoint SARA E. ACHUFF,
Executrix of this, my Last Will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said SARA. E. ACHUFF, I nominate and appoint
CHARLES B. ACHUFF, JR., Executor of this, my Last Will and
Testament. I direct that my Executrix, Executor, Trustee or
Trustees, as the case may be, and their successors, shall not be
required to post security or a bond for the performance of their
duties in any jurisdiction.
IN WITNESS. WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this j5'~ day of
~/~~~G2~-Gl~~, 2004.
//.1~ ~ . ~~~~ ( SEAL )
MARG T J. UTES
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
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