HomeMy WebLinkAbout07-11-12 (2)-~ REV-1500 °`(0t-10' 1505610143
PA Department of Revenue eons Ivanla OFFICIAL USE ONLY
Bureau of IndiWdual Taxes ~N~ oratxaae ~ntr cads veer Fue Numoer
Po Box.zaosot INHERITANCE TAX RETURN 2 1 11 010 4 3
Harrisburg, PA 17128-0801 RESIDENT DECEDENT
Soc(al Security Number
Decedents Last Name
COLDREN
Date of Death
09 16 2011
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name
Date of Birth
09 22 1920
Suffix Decedent's First Name MI
DANIEL R
Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FlLL IN APPROPRIATE OVALS BELOW
® 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Dmited Estate ^ qa, Future (merest Compromise ^ 5. F~etlerel Estate Tax Retum Required
(oats d deaN seer 12-12-e2)
^ 5. DeceoeM Died Testate
(Attach Cagy d Wilg ^ 7 Decedent Malntalned a uvliq Trust 8. Total Number of Safe De sit Boxes
(Attecn Copy d TNSt) PC
^ 9. Utigetlon Proceeds ReceNed ^ 10. Spousal PweM Credit (date d deatn ^ t 1. Election to fax under Sec. 9173(A)
between t2-31-91 ano -1-9a) (Affaoh SCh. O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
SAMIIEL L ANDES 717 761 5361
REGISTER OF WILLS USE ONLY
Frst Ilne of address
525 NORTH 12TH STREET c'
Second line of address ~
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37 r- Cn ~7
City or Poet Office State ZIP Code ~
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DA
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LEMOYNE PA 17043 Q~~i ~ ~tn
Correspondent's e-mail address: 18Wande3~801.COm rV ~~
Under penattles of perjury, I declare that I have examined this return
Including acrromperrying schedules end statements
end ro the best of kn
ty
d b
l
,
,
If L4 tmw. nnmwnt wntl nmm~lwle fLminroenn nl nronnror ne.n. rAun rwe ..e.e....ei ................n.-. ~_ ~___~ __ _„ ,~__a__ _...~ ot
~_i _ ____ ___ ~ a en
~. e
ief,
Rebecca E. Sherman
2280 Putt Lane, Enola, PA 77025
Samuel L Andes
DATE
525 North 12th Street, Lemoyne, PA 17043
Side 1
L 1505610143
1505610143 J
REV•1500 EX
1505610243
Decedent's Social Security Number
1. Real Estate (Schedule A) ........................................................................................ .. 1. 13 9, 5 0 0. 0 0
2. Stocks and Bonds (Schedule B) ............................................................................. .. 2.
3. Closely Hald Corporation, Partnership or Sole-Proprietorship (Schedule C)........ .. 3.
4. Mortgages & Notes Receivable (Schedule D) ........................................................ .. 4. 3 2, 2 0 0. 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... . 5. 2 6 9 , 13 9 . 0 7
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6.
7. Inter-Vlvos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............ . 7, 2 9 , 4 2 4 . 3 0
8. Total Gross Assets (total Lines 1-7) ...................................................................... . 8. 4 7 0, 2 6 3. 3 7
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... ... 9. 4 1 , a 1 a . 3 2
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. ... 10. 4 8 5 . 2 6
11. Total Deductions (total Lines 9 & 10) ................................................................... ... 11. 4 1 , 6 9 7 . 5 $
12. Net Value o} Estate (Line B minus Line 11) .......................................................... ... 12. 4 2 8 , 5 6 5 . 7 9
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an electlon to tax has not been made (Schedule J) ............................................... .. 13.
14. Net Value Sub)ect to Tax (Line 12 minus Line 13) .............................................. ... 14. 4 2 8 , 5 6 5 . 7 9
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
Vansfers under Sec. 9118
(a)(1.2) X .00 15.
18. Amount of line 14 taxable
at lineal rete X .045 1 g.
17. Amount of Line l4 taxable
at sibling rate X ,ip p.
18. Amount of Line 14 taxable
at collateral mteX .15 428, 565.79 tg. 64, 284.87
1s. Tax Due ................................................................................................................... .. 1s. 64,284.87
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
L 1505610243
Side 2
1505610243
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21.11.01043
Coldren, Daniel R.
STREET ADDRESS
536 W. Cumberland Road
an
En018 STATE ZIP
PA 17025
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Paymenfs
A. Pdor Payments
B. Discount
3. Interest
Total credits (A+e) (2) 47,368.42
(3) 0.00
(t) 84,284.87
45,000.00
2,368.42
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Llne 20 to request a refund
5. If Line 1 + Llne 3 Is greater than Line 2, enter the difference. This Is the TAX DUE.
(4)
(s) 16,916.45
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 propertytransferred or its income :.....................................
c. retain a reversbnary interest; or ..................................................................................................................
d. receive the promise for Iffe of either payments, benefits or care7 ..............................................................
2. If death occurred after December 12, 1982, did decadent transfer property within one year of death without ^
receiving adequate consideration7 ..............................................................
.........................................................
3. Dkl decedent own an "in tnlst tor" 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 wh(ch
contains a beneficiary designation? ............................... ,-,/ ^
..................................................................................
... Yd
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FlLE IT AS PART OF THE RETURN.
For dates of death on or after Julv 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. §9118 (a) (1.1) (I)].
For dates of death on or after January 1, 1995, the fax rate Imposed on tha net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9118 (a) (1.1) (li)]. 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 refum 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 21ye ars of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the chik Is 0 percent [72 P.S. §9118 (a) (1.2)].
• The tax rate Imposed on the net value of transfers to or for the use of the decedenYS lineal beneficiades is 4.5 percent, except as noted in
72 P.S. §9116 1.2) [72 P.S. §9118 (a) (1)].
• sibling iI$ dtefined~u^der SeCtiont9102 as en indi~dual rwho hasuat least ona parent inscommon witltpihe decedentswfiether by blooii•oAadoption.
SCHEDULE A
COMAgNWEALTH OF PENNSttVANIR REAL ESTATE
WHEgRANCETNt gETURN
gE50ENT DECEDENT
ESTATE OF Coldren, Daniel R. FILE NUMBER
21-ti-01043
All real property owned solely or es a tenant in common must be re orted at fair market value. Eau market value is defined as the price
at which property would be exchanged between a willing buyer and a wil~ng seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is jointly-owned with right o} survivorship must be disclosed on
schedule F.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in wmmon.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 Single-family residence at 536 Cumberland Road, Enola, East Pennsboro Township, 139,500.00
Cumberland County, PA (Tax parcel #09-14-0634-163). This value is based upon the 2010
Cumberland County assessment for the property.
TOTAL (Also enter on Line 1, Recapitulation) ~---j39 500.00
_--•••~~••a~~u ~.~unry rsoaro otASSessment Appeals
Old Courthouse, First Floor
One Courthouse Square
Carlisle, PA 17013
09002484-3A-6281
h~~llhr~llh~~„hLLh~~LLLLd~~LJh~~ILdh~„LII
COLDREN,. DANIEL R REV TR -. 13167
536 CTJf•ffiERLAND ROAD T3B ~ P1
ENOLA, PA 17025-2543
Deadlin@ for Scheduling an Informal Review
Appointment: August- 10, 2010
For details, please see the reverse side.
The Cumberland County .Board of Assessment Appeals is providing you with notice of the value on this .property,
determined as a result of the Cumberland County countywide reassessment completed this year The countywide
reassessment values each property at current Fair Market Value, as of January 1, 2010, equalizing and establishing a
uniform tax base so that properties of like characteristics and the same actual Fair Market Value will be taxed the same.
e •
FORMAL APPEAL DEADLINE:
. C August 10, 2010
sAiLZm:.DATE: .7uly 1, solo Parcel Identifier:
Mnnic.: 09 - EAST PENNEBORO TWP
School: 5 - E11gT PENHSHORO sp -. 09-14-0834-163. ~ - .-
Location:
536 W COMBERLAHO ROAD
& OAAh'T STREET
LARD LESS THAN 1 ACRE
Taxable Property
Lead Size; .a6 scree
Property Tyye;. R'
Residential (Uafler 10 Acres)
Homestead Approved
ESTIMATED TAX IMPACT
2010 Base Year ~ - Assessed.Value
Falr Market Walue (2070 Market x 100°~) ~.
Land 42,000 -~ 42,000 '
Buildings - 9Z, 500 97, 500 -
TOTAL 139,500 - 139,500
2010 C/ean and Green Values
Land NOT ~~ NOT
Buildings APPLICABLE APPLICABLE
TOTAL
26,540
84,290
110,830
NOT
APPLSCABLE
Below is your prelimiriary estimate of county taxes for 2011 (after reassessment), compared with your 2010 (current)
county taxes. A total estimated tax profile (county,,municipal, school district) is available online: See our webpage,
www.ccoa net. Click under"Reassessment" in lower right of home page.
Current 2010 County mills = I,g79
Adjusted 2010 County mills = 2-.074
$ 286 2010 COUNTY Tax BEFORE Reassessment.
$ 289 : .2010 COUNTY Tax AFTER Reassessment.
(see reverse side)
SCHEDULE D
~DM.,DN,-,EkT„aF~,N:nD,~u MORTGAGES & NOTES RECEIVABLE
WNERRPNCETRX RETURN
RESHIENT DECEDENT
ESTATE OF COldren, Daniel R.
FILE NUMBER
21-11-01043
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
1 Promissory note from Glen Hebert of 109 White Oak Trace, Lexington, Kentucky (balance on
date of death)
TOTAL (Also enter on Ltne 4, Recapltulatlon)
VALUE AT DATE OF
DEATH
32,200.00
32,200.00
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
wEwTNOF~sn~~a PERSONAL PROPERTY
NHEfl?NJCETN(flEfUPN
flE51~ENT DECEDENT
ESTATE OF Coldren, Daniel R.
FILE NUMBER
21-11-01043
Include the pproceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of
survlvorshfp must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
1 I PNC Bank checking account No. 5004734143 (see statement attached).
2 I PNC Bank savings account No. 5004707057 (see statement attached).
3 I Pennsylvania State Employees Credit Union savings account No. 5355824609286 (S-1) (see
statement attached).
4 I Pennsylvania State Employees Credit Union money market account No. 5355824609286 (S-7)
(see statement attached).
5 12002 Ford Escort in fair condition, based upon private sale shortly after death of decedent
6 11984 utility trailer in poor condition.
7 I Household furnishings and other tangible personal property (based upon actual sale of items)
8 I Automobile insurance refund from Allstate
9 I Benefit refund from Pennsylvania Employees Benefit Trust Fund
10 ~ Comcast Cable refund
VALUE AT DATE OF
DEATH
81,882.53
92,916.95
35,519.65
52,558.08
3,000.00
300.00
1,792.00
91.40
907.66
170.80
I TOTAL (Also enter on Line 5 Recapitulation) 269,139.07
... .•....• ~ ~~~ vnnn
~~
c~lrisniewAr
October 21, 2011
Samuel L Andes
Attorney at Law
525 N 12'~ St
POBox168
Lemoyne, PA 17043
RE: Daniel R Coldren
SSN: 189-09-1680
DOD: 09-16-2011
Dear Mr..9ades:
No. 5250 P. 1/
In response to your request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Checking Account
Account # 5004734I43
Established: 05-16-2006
DOD balance: $ 81,882.47 + 0.06 accrued ~~ R COLDREN
Savings Account
Account # 5004707057 Established: 11-15-2005
DOD balance: $ 92,914.28 + 2.67 accrued COLDREN
Investment Account
The decedent maintained Investment Account # 5893986. For further information, you may call the
Brokerage Department at 1-800-762-6111.
Please note that Chia ofAce provides date of death balances for deposit accounts (IRAs, Cps, Checking and
Savings). We do not process any Hnancial transactions or provide statements. Ifyou need assistance with
any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local FNC Bank branch
once.
Sincerely,
National Financial Services Center
PNC Bank, N.A.
Member FDIC
Page 1 of 2
Ps~c~
12,01/2011
Samuel L. Andes
Attorney at Law
525 N. 12'h St
PO Box 168
Lemoyne, PA 17043
Re: DANIEL R COLDREN, Deceased.
PSECU Reference # 5355824609286
Deaz Attomey Andes:
The above referenced person has an account with PSECU which was opened on 8/2/1993. The Share
accounts were individually held by DANIEL R COLDREN.
The following aze the Date of Death Balances for DANIEL R COLDREN's accotmt with PSECU:
Account Date of Death Balances Interest-Septemberl-16
Savings (S1) $35,519.65 $6.23
Money Mazket (S7) $52,550.08
$ 9.21-opened 11/7/2005
The account has been closed per your request, enclosed is a check totaling the share balance (s).
If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, press 6,
extension 3120.
mcerely,
andy F gl
Member Service Representative
PSECU
t Credit Union Place, P.Oe Box 67013, HarrisbuEmPAO ~ee06-7predit8~ 237 7328. »
6 psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Coldren, Daniel R.
INTER-VIVOS TR~SFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-11-01043
This schedule must be completed and filed if the answer to eny of questions 1 throuah a en nan> ~ le .be
ITEM
NUMBER DESCRIPTION OF PROPERTY
InchNe the name of the transferee, their reletlonsMp to tlecetlent
antl the tlate of transfer. Anach a
copy Mthe tleetl for real estate.
DATE OF DEATH
VALUE OF ASSET
%OF
DECD'S
INCEREST
EXCLUSION
pF APPLICABLE)
TAXABLE VALUE
1 MetLife Investors USA Insurance Company annuity zs
aza
ao
issued through PNC Investments, LLC (see statemen ,
.
t 100%,
29,424.30
attached)
TOTAL (Also enter on Ilne 7, Recapitulation) 29,424.30
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CpMgNWE01TH OF PENNSYLVONIA ~~•`~~/~'~r /G~1 /~/+7~fS
MgEgqrWCET,Vl gEiUgN ~,~~~/~, MIIYGVWI~7
gESpENT DECEDENT
ESTATE OF Coldren, Daniel R. FILE NUMBER
21-11-01043
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Sullivan Funeral Home (funeral bill)
2,333.17
2 Enola Cemetary (grave opening) 325.00
3 Gingrich Memorials (tombstone) 160.00
B.
1. ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Rebecca E. Sherman
8
000
00
Street Address 2280 Putt Lane ,
.
city Enola crate PA zip 17025
Year(s) Commission paid 2012
2. Atromeys Fees Samuel L. Andes
3.
Family Exemption: (If decedent's address is not the same as claimants, attach explanation) 17,500.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
a. Probate Fees Register of Wills
Register of Wills (short certificates) 473.50
Register of Wills (return filing fee) 15.00
5.
Accountant's Fees 15.00
6. Tax Retum Preparer's Fees
7. Other Administrative Costs
1 Costs to maintain residence until transferred to recipient (see Schedule A attached) 1,713.55
TOTAL (Also enter on Ilne 9, Recapltulatlon) 41,212 32
COMMONW EALTH OF PE!
INHERITANCE TAX R
ESTATE OF Coldren, Daniel R.
Sdiedt,ie H
~.tiA1.Kw11Y1 Rlr~
2 Chuck Bricker (appraisal of personal property)
3 I Chester Cohick (costs incurred to feed and care for decedent's pets)
4 I Cumberland Law Journal (advertising)
5 The Sentinel (advertising)
21-11-01043
Page 2 of Schedule H
125.00
100,68
173.00
278.42
SCHEDULE A
COSTS INCURRED TO MAINTAIN DECEDENT'S RESIDENCE UNTIL DISTRIBUTED TO LEGATEE
PA American Water Company (water bill) $73,80
East Pennsboro Township (sewer and trash) $276
00
Leffler Energy (fuel oil to heat house) .
1 363.75
TOTAL
$1,713.55
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
`""'"p"'"~"'"°~RE""$n°""'" LIABILITIES, & LIENS
pJHERRNiCE TRX RETURN
RESIDENT DECEOFM
ESTATE OF Coldren, Daniel R. FILE NUMBER
21 -11-01043
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Pa. American Water Company (decedent's water bill) 15.42
2 Leffler Energy (decedent's fuel oil bill)
469.84
~ TOTAL (Also enter on Line 10, Recapitulation) I 485.26
REV-1513 EX+(11-08)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Coldren, Daniel R. 21 - 11 - 01043
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY oo Not ue 7rwles(s)
I, TAXABLE DISTRIBUTIONS[include outright spousal
f
d tr
di
ib
i
ers
ons, an
ans
sh
ut
under Sec. 9116 (a) (1.2)]
1 Chester Cohick friend 14.25 percent plus
146 E. Dauphin Street residence valued at
Enola, PA 17025 $139,500.00
2 Rebecca E. Sherman Cousin automobile; 53.25
2280 Putt Lane percent
Enola, PA 17025
3 Sara Mae Essig cousin 6.5 percent
4 Rockaway Drive
Camp Hill, PA 17011
Enter dollar amounts for distdbutions shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR W HICH AN ELECTION TO TAX IS NOT TAKEN
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
REV-151J EXi (9W)
SCHEDULE)
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES continued
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Coldren, Daniel R. 21-11-01043
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY oo NOt ust Trwtes(s)
I~ TAXABLE DISTRIBUTIONS[include outright sppoousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
4 Daniel Putt cousin 6.5 percent
6001 Michael Drive
Enola, PA 17025
5 Dennis McMasters friend 6.5 percent
26 Willow Way Drive
Enola, PA 17025
6 Shirley Minnich cousin 6.5 percent
474 Stonehedge Street
Mechanicsburg, PA 17055
7 John Gabriel nephew 6.5 percent
210 Third Avenue
Burnham, PA 17009
Page 2 of Schedule J