HomeMy WebLinkAbout06-08-121505610105
REV-1500 Ex`°z-~~"~' ~
OFFICIAL USE ONLY
PA Department of Revenue P~~Ylvania County Code Year File Number
Bureau of Individual Taxes oEO,a..E~,o INHERITANCE TAX RETURN
PO BOX 28o6oi r'' ' L-~ --
Harrisburg, PA 1128-0601 RESIDENT DECEDENT t/~ ~ I ~ ~~ ~_`~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
03/25/2012 09/01 /1929
Decedent's Last Name Suffix Decedent's First Name MI
Baker Daryl E
(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 FILE D IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
t~ 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)
dD 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. 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 CONFIDENTUtI TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Donald R Drumheller (937) 698-6735
First Line of Address
5845 S Wheelock Rd
Second Line of Address
City or Post Office
West Milton
State ZIP Code
OH 45383
REGISTER OF WILLS USE ONLY
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Correspondent's a-mail address: jrumheller@woh.rr.COm
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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,
ru correct and co claration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SI NA RE OF P S SP NSIBLE F F RETURN DATE
06/07/2012
ADDRESS ~"
5845 SWheelock Rd, West Milton, OH 45383
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 J
(~)h
1505610205
REV-150() EX (FI)
Decedent's Social Security Number
Decedent's Name: Daryl E Baker
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 and Notes Receivable (Schedule D) ........................ ... 4.
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 17,944.00
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. 86,693.57
8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 104,637.57
9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 867.26
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 14,711.66
11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 15,578.92
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 89,058.65
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. 89,058.65
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 __ 1 g.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 t;3xable
at collateral rate x .15 89,058.65 18 13,358.80
19. TAX DUE ....................................................... .. 19. 13,358.80
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
L 1505610205 1505610205 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
File Number
Daryl E Baker
STREET ADDRESS
20 Blue Mountain Vista
~- - _-- -_
clTr
Mechanicsburg
STATE __ - -- -
~IP
~! F'A ~ 17050
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
--- - _ -
B. Discount 667.94
3. Interest
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
(1 } 13,358.80
Total Credits (A + g } (2) 667.94
(3)
(4)
(5) 12,690.86
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 "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 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+ (11-10)
j ~ pennsylvania
DEPARTMENT of REVENUEOF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS & MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Daryl E Baker 2012-00395
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must t-e disclosed on Schedule F.
Ir more space is needed, use additional sheets of paper of the same size.
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RE\!-157.0 "<+ (05-;)9;
Pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Daryl E Baker 2012-00395
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes,
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP Tb DECEDENT AND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
% OF DECD`S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
1• Revocable Living Trust -Wells Fargo Bank
Savings Account 7,152.05 100 7,152.0;
Checking Account
721.42 100 721.4;
Savings Account
1,947.07 100 1,947.Or
2 Revocable Living Trust -Janney Montgomery Scott LLC
76,873.03 100 76,873.02
TOTAL (Also enter on Line 7, Recapitulation) ~ I 86,693.57
If more space is needed, use additional sheets of paper of the same size.
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Trust Fund Values on 3/25/2012
Description Symbol Quantity Price
3/25/2012 Value
3/25/2012
Janney Advantage Insured Sweep 0.94
Janus Investment Fund Overseas Fund Class A JDIAX 268.92 29.40 7,906.10
Loomis Sayles Funds f I Invt Grade Bond Fund
Class A LIGRX 771.72 12.18 9,399.54
Pimco Funds Total Return Fund Class A PTTAX 846.15 11.31 9,569.93
Templeton Global Bond Fund Class A TPINX 1,086.13 12.24 13,294.22
First Eagle Funds Inc Global Fund Class A SGENX 416.52 44.54 18,551,71
Ivy Funds Inc Asset Strategy Fund Class A WASAX 790.53 22.96 18,150.59
~ 76,873.03
REV-1511 EX+ r 1~-Q9;
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETIIRN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Daryl E Baker 2012-00395
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A• FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address __
City ___ ____ _ State ZIP
Years} Commission Paid:
z• Attorney Fees:
3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Addmss _
City __ __, State ZIP
Relationship of Claimant to Decedent
4• Probate Fees:
S• Accountant Fees:
6. Tax Return Preparer Fees:
~~ Executor Expenses
TOTAL (Also enter on Line 9, Recapitulation) I ~
If more space is needed, use additional sheets of paper of the same size.
261.50
258.00
347.76
867.26
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RFV-)Sig Ex+'I~ OS;
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER
Daryl E Baker 2012-00395
Report debts incurred by the decedent prior to death that remained unpaid at the date of APath_ ~~~I~~d~~~ ~~~.a~...ti...~ea .....a:,.,~ _..______
,~ inure space is neeaetl, insett atlaiUOnal sheets of the same size.
~p~ning Date: February 26, 2012 - Closing Date: March 25, 2012
r---
Disaaver More Card Account Summary
Cardmember since 1989
Account number ending in 9867
P~e~.~io~> Balance $81
68
Payments And Credits .
Purchases - 81.68
Balance Transfers + 362.09
Cast Advances + 0.00
Fees G~arged + 0.00
Interest Charged + 0.00
New Balance + 0.00
362.09
See interest Charge Calculation section following
transactions for detailed APR information
Credit Line $12
500
00
Credit Line ,4vailable ,
.
$12
"'7.00
Cash Advance Credit Line ,
$6
300
00
Cash Advance Credit Line Available ,
.
$6,300.00
You may be able to avoid Interest Charge
Important Informati
f
d s, see Additional
on
or
etails.
Cashback Bonus®
Anniversary Month
October
Opening Cashback Bonus Balance $ 18 29
New Cashback Bonus This Period + 0.90
Cashback Bonus Balance $ 19.19
To learn more, log in al www.Discover.com
0
Transactions
nnno 1 .,L A
Payment Information ~~ ~. UQ v
New Balance _ ~ ~/S
Minimum Payment Due _. d t Z~, cad C ~ ~~$362.09
Pa ment Due Date $40.00
y ~~ y 5~2_~~,S~April 20, 2012
Late payment Warning: IF we do not receive your minimum
payment by the date listed above, you may have to pay a late
fee of up to $35.00 and your purchase and balance transfer
APRs For new transactions may be increased up to the Penalty
APR of 18.24% variable.
Manage Your Account Online at www.Discover.com
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online and track and view all transactions simply and easi;y
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3 Easy Ways to Contact Us
1. Access your account securely at `^'w`^'.Discover.com
2. Call 1.800.DISCOVER (1-800-347.2683
Please have your Discover®card availab e.
3. Write to us at Discover, PO Box 30943,
Salt lake City, UT 84130 (Not a payment address)
For payments, please send to address on remittance or
Discover, PO Box b 103, Carol Stream, IL 60 1 97-6 1 03
For TDD (telecommunications Device for the Deaf]
assistance, please call 1-800-347-7449.
Trans. Post
Date Date
Payments and Credits Mar 17 Mar 17 PAYMENT -THANK YOU
Restaurants
Mar 20
Gasoline
Mar 20
LONGHORN STEAKHOUSE MECHANICSB $ '81.68
U
Mar 1
Mar 1
GIANT 6005 MECHANICSBURGPA RGPA $ 42.41 ~
Automotive Mar 5
S
Mar 5 010038
BRENNER CHRYSLER JEEP LL MECHANI 58.53 ~
upermarkets Mar 3
Mar 3 CSB
MONAVIE 866.217-8455 UT URGPA
179.47
24762719 81.68
fees
TOTAL FEES FOR THIS PERIOD
Interest Charged $ 0.00
TOTAL INTEREST FOR THIS PERIOD
2012 Totals Year-to-Date $ 0.00
70TAL FEES CHARGED IN 2012
70TAL INTEREST CHARGED IN 2012 $ 0.00
0.00
NOTICE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION
DISCOVER'
MESSAGES EXPLAINED . BELOW
']ate IPatr<IPrvalMsai SerVICB DeSCrIDiIDh GPT UX I Chards
03/07/12 1 7 E Destruction Of Lesions 2- 17003 702.0 440.00
03/28/12 FREED DEDUCT Payment
03/28/12 Accept Assign Add.
03/07/12 1 7 E Shave Skin Lesion .6-1CM 11301 216.5 118.00
03/28/12 FREED DEDUCT Payment
03/28/12 Accept Assign Add.
03/07/12 1 7 L Office Visit New Level 3 99203 216.9 115.00
03/28/12 FREEDOMBLUE Payment
03/28/12 Accept Assign Add.
03/07/12 1 7 E Destruction Of Premalig L 17000 702.0 85.00
03/28/12 FREED DEDUCT Payment
03/28/12 Accept Assign Add.
03/28/12 Accept Assign Add.
03/15/12 1 2 E Surgical Pathology Level 88305 216.5 105.00
03/28/12 FREED DEDUCT Payment
03/28/12 Accept Assign Add.
0.00
-365.20 74.80''
0.00
-29.55 88.45
86.23
-13.77 15.00
0.00
-38.23
-8.54 38.23*
0.00
-5.99 99.01*
~ E-This bill applied against your deductible. You are responsible to pay us.
L-The 'PLEASE PAY' includes unpaid co-pay or co-ins. Please make payment.
DATE LAST PAID AMOUNT • ~ • • ~ • ' ~ • ~ '
00/00/00 0.00 315.49 0.00 0.00 0.00 0.00 0.00 0.00 315.49
CRUMAY PARNES ASSOCIATES, INC ~
MAKE 104 ERFORD ROAD
CHECK
PAYABLE TO: CAMP HILL, PA 17011 315.49~~
Ph:(717)-763-7685
PAT~~ 1-DARYL E BAKER PRV~~ 2-ORMAN, STEVEN K., M.D. Acct~~: 80087
PRV~~ 7-FOGELBERG, ANNELI C., M. Date: 03/30/12
Page 1 of 1
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Tll Au[o Finance is committed to providing Legendary customer
service..~c one of North America's top bank-owned auto-I`mance
companies, we look forward to continuing to make your automotive
tutancing experience worry-tree and easy, now and in the future.
~-Manage your
account online.
• Make payments ~ ~„~Y~'.
r
• View and print
w, }~ ~ "~
billing statements :~ ,,_"`
t
• Receive monthly ~ ~ `'
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payment reminders <;
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(hu eBill service gives you all the same features as mailed billing
statements with the convenience of un.line payment. We'II send you
reminders when your monthly billing statement is ready and belore
your payment is duo. You crut also choose to have us send your eBill
directly to yotu email box. Sign up online at www.tdautofmance.com
Keep 1
TD Auto finance
,~.
';
Account Number 1026887859
~'elucle Descripuo° 2008 CHRYSLEK 3000 HE:~II
Vehicle Idantificauo^ Numbar 2C3KA63HG8H177416
Contnict Date 09/23/"1008
Statement Data 04/09.2012
Payments Made 42
Estimated PayoffAmount* St4 pq;_27
•YayoJj"dmor+nr as ofsratemeni dare. See reve rse far details.
„~~„ ~ ~ .
F' I .~
Rate llescrlptiouofActlvlty Amount
03/l9/2012 P~n•mentReceired -77iank 3%r~ $105
00
04/28%2012 Current Amount Due ,
5505 00
04/28/2012 'Total Amouut I)ue 5505
00
Payments receiv ed afaerstaiement dare are nrr reflected. .
Please see reverse side Cor important information on c4ecl conversion"
t'ta
~yeb Address WautoQuauce.com
Y'isit ins online ro rep-iex~ your a ccount, make your payment or update
vour
personal infonnadnn. .
Customer Service Center 1-800-556-8172
Hours of Operation Mon -Fri 7 am ul l0 pm (L"f)
SatBamtilCpm(ET)
Yaymeui Malllng Address P O BOX 900192 I
LOUISVILLE, KY 402 90-1 92 1
6
REV-1513 EX+ (01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
Daryl E Baker
SCHEDULE
BENEFICIARIES
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1~ Donald R Drumheller
5845 S Wheelock Rd
West Milton, OH 45383
RELATIONSHIP TO DECEDENT
Do Not list Trustee(s)
Brother-in-law
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.
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.
FILE NUMBER:
2012-00395
AMOUNT OR SHARE
OE ESTATE
100