HomeMy WebLinkAbout95-0152
REV•cS00 EX • If•911 ~~
~~
~ ~ ~ `A _ ~ ~ - ~
INHERITANCE TAX RETURN
RESIDENT DECEpEN fda pATt! QF pEATH AFTER 14131191 CHECK HERE
F A SPOUSAL
POVtaTY CatplT IS CLAIMEp ^
T Flu NliMeta
COMMONWEAl1N OF PENNSi(IVANIA
DEPARI
vENUE
; 1
l~ 'T~ ~~ FILE IN DUPLICATE
21 )~95-0152
~~
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3
HARRIS! 0
A 7 31
0601 WITH REGISTER OF WILLS
,
. COUNTY COpE YEAR NUMBER
O C DE 1' NAM A I ,AND MIDDI INI I l D C p COMP OR
RobertE;, Susan R. 288 Walnut Bottom Road
Soc1Al SECURIir NUMIER OAIE OF DEA1H D 1 OF I iH
Carli sle t PA 17013
~ 184-34-5962 12-08-94 12-23-09 ceuel Cumberland
O 111 Ar1lICAI1l) rURVIWND !f W3r'I NAMr hArl. IIt31 ANe MI001E INIIIAr) SOCIAL SECURITY LIMIER /ZMOUNi RECEIVED E~ INSIRUCIIONS)
n/a n/a n/a
®1. Original Return ^ T. Supplemental Return ^ 3. Remainder Return
x a x
Hi o.c~
~ ° 9
^ 4. limltsd Eslol•
^ 40. Future Interest Compromise
(tor dater of death oher 14.1 T-BT) (tor doles of death prior l0 12.13-B2)
^ S. Federal EIIDIe Tax Return Required
m ®6. Decedent Dted Tsslole
(Attach copy of Will) ^ 7. acedsnl MDIn alned a Llving irusl
~Alloch copy o~ Trust) _Q. 8. Total Number of Sals Deposll Boxes
ALL CORRESPONDENCE AND CONFIDENiIAI tAX INFORMATION SHOULD BE pIRECifD TOE
.A~ NAME Robert li.. Littner, Esq. COM i M 11 OADD
z Littner
Des clller &Litt
~
~
IEl PHONE NUMIER ,
ner
610 865:6770 512 N . New S t . , P . 0. Box 1407
z
°
5
Q
x.-e _ _ nn
ib. Amount of Lins 1~1 taxable of 696 role (ib) 54,881.36 x .O6 .. 3,292.89
(include values t o S h d l K S h d l M
(i)
121
(3)
ICI
(51
(61 _- 1.882.85
(7) 60,535.95
(q) 1,480.58
(10) __~ 5 f, _ A h
IA. Nel Value Sub(ecl to Tax (line IT minus l(ne 13)
15. Spousal tronslart (Tor doles of death alter b-30.91)
Sss Insl-ucHons for Apppilcable Percentage on Rsvsrss (15)
Side. (Include values Irom Schedule K or Schedule M.)
1. Real E,lals (Schedule A),
2. 5locks and Bonds (Schedule B)
3. Closely Hsid SlocklParlnsnhip interest (Schedule C)
4. Mortgages and Holes Rscelvoble (Schedule D)
S. Cath, Bonk beposllt d Miscellaneous Personal Properly
(Schedule E)
b. lolnlly Owned Properly (Schedule FI
7.'Tronslsr: (Schedule GI (Schedule L)
B. total Gross AsteU (total liner I-7)
9. Funeral Exppenses, Adminblrollvs Costs, Mbcsllonsous
Expenses (5cheduls H(
10. Dabls, Mortgage liabgllies, hens (5cheduls I)
11. Total Osducllons (total Unes 9 A 10)
12. Nel Value of Eslole (line 8 minus Lins I I)
13. Chariloble and Governmental Bequests (5cheduls J)
rm c•u• or ceus .)
17. Amount of Lins IA laxoble of IS96 role (17) x .15 a _On
z° (Include valuer Irom Schedule K or Schedule M.)
a 18. Principal lox duo (Add lox from lines IS, 16 and 17.) (18) - 3, 292.89
19. Credits Spousal Povsriy Credit Prior Payments Ditcounl Inlererl
+ 3.078.00 + 162.00 _ (iv) __ ~,~4o.on
~ 20. Ii Line 19 is greater Than line 18, enter lhs dlllsrance on lln• 20. This (s the OVERPAYMENT. (20) .00
~i ^
21. 11 Llns IB is greater Ihori Lins 19, enter the dillerence on line 21. this b Ihs TAX DUE. (21) __ 52.99
A. Eoler Ihs InlsrsN on lhs balance due on Ltne 21A. (TIA) __ .00
B. Enter Ihs7otol of lin• 21 and 21A on Uns 418. This Is lh• eALANCE bUE. (TIB) - 52.89
Make Check Pa ebb loE R~gbler of Wlllt, Aoenl
~ ~. BE` SURE 10 ANSWER ALL QUESTIONS ON REVERSE SIDE ANp t0 RECHECK MAiN t ~
Under penolltes o) sr ry, I declare Thal have sxamtnsd Ihit return, Including rgpan Ing schedules and slolsmenis, and to lhs best of my knowledge and ballet
iced o oilrlnlorpalc rmoj vie' I dedar~er ~ har!anylknowledge been reported $I~r~i, ~4r~~ ~~ii~~~~irnl(o~o~prsporer other than Ihs personal reprerantolivs I
NAIU Or PE SO ESPO 1 E R it 0 RE URN ADDRESS Z~O~~~~ DALE
Stet. Exec. rtpp P.O. gOX 1A07 06/24/95
SIGNATURE OE PREMR R O R IIIAN RE/R I NIAi1VE AOORESS ET~LCriC , ENNSYLVANIA 18Uit DACE
~~~`~ Imo' 06/24/95
(ei _ 62,418.80
(11) _ 7,537.44
(12) _ 54'881.'16
(13) _
1111 54 , 881 .36
. ~~ ~ >
. ~ ,
Act ar48 of 1994 provides for Iha reduction of ih• lax rates Imposed on the net value of transfer: to
the use of the spouse, Yha ratan at proscribed by the :tafute will bet . or for
• 39/0 (,03) will ba appilcable for abate: of decadent: dying on or aHer 7/1/94 and bbFore 1/1/96
• ~9~0 (•04) will ba applicable for estates of decedents dying on or after 1/1/96.and before 1/1/97
• 1% (,011 w111 ba applicable For o:tote: of decadent: dying on or aFtar 1/1/97 and baFore 1/1/98
• Spousal transFon occurring on or after 1/1/99 wtl! be exempt from Inharllanca tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK ~ r) IN THE APPROPRIATE BLOCKS.
1. Dld decedent make a transfer and:
a. retain the use or income of the properly Transferred
...
b, retain the right to designate who :hall use the properly Transferred or hs Income, ,,,,,,,,,,,,,,,
c, retain a reversionary Interest; or ..............
........................................:..................
d. receive The promise for life of either payments, benefits or care@,,,,,,,,,,,,,,,,,,,,,,,,,,,, „
2, IF death occurred on or before December 12, 1982, did decedent within Iwo years preceding
death transfer properly without receiving adequate considerallonl If death occurred oFler
December 12, 1982, did decadent Transfer property within ono year of death wilhoul receivin
adequate consideratlonLl ...................
............................................... _......,....,~............9
3. Did decedent own an 'in trusT For' bank account aT tits or her dealhg,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
rear ~ier..urnnr..rr•.
1 }
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REK1309 EX• (14.881
..' l`
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
~~~c4~fs FILE NUMBER
Susan R. Roberts 21-1995-0152
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A• Barbara R. Woltjen 37 South Watch Road Daughter
Meredith, NH 03253
e.
C.
Jointly-owned property:
ITEM
NUMBE LETTER
FOR
JOINT
TENANT
DATE
Jp~INT
DESCRIPTION OF PROPERTY
TOTAI VALUE
OF ASSET
DECD'S
% INT.
DOLLAR VALUE OF
DECEDENT'S INTEREST
1. A 1970 Farmers Trust Checking Acct.
#4-73111, d/o/d val. $3,754.41
accr. int. 11.28 $3,765.69 507 1,882.85
V\
~
I
TOTAL (Also enter on line 6, Recapitulation) f $ 1, 882 85
(If more space is needed insert addiFiona! sheets of same size)
REV-151 EX+ (287)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~XX~F~XOFK ---------------- _.----__
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMBER -
Susan R. Robert, Deceased 21-1995-0152
THISSCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVER'
ITEM
NUMBER DESCRIPTION OF PROPERTY
Include name of the transferee, their relationship to decedent, dote of transfer. EXCLUSION TOTAL VALUE
Of ASSET
1. 4,580.198 shs. Delaware Group Delchester
Fund Acct. x/5046049933 @ 6.05 3;~000i:00 : X27, 710.20
Date opened: 11/11/94
Titled n/o: Susan R. Roberts & Barbara
R. Woltjen, Jt. Ten. w/nigh
of survivorship
2. Lehigh Securities Acct.4~621-36145, compo ed
of
200 shs. Coca Cola, com. @ 51~ 10,300.00
125 shs. Cooper Industries Inc., com.
@34.75 4,343.75
150 shs. Norwest Corp., com. @ 22.13 3,319.50
200 shs. Procter & Gamble Co., com. @
61.875 12,375.00
200 shs. Rubbermaid Incorporated, com. @
27.3125 5,462.50
CASH 25.00
Date opened:
Titled n/o: Susan R. Roberts & Barbara
R. Woltjen, Jt. Ten.
E__SIDE _OF_TH__E COVER SHEET IS Y_ ES.
DECD. DOLLAR VALUE
°h Of DECEDENT'S
__INT.,.__ INTEREST
$24,710.20
'35;825.75
TOTAL (Also enter on line 7, Recapitulation) $ 60,535.95
-- . _ _ - _ .
(lf more space is needed, insert additional sheets of some size.)
REVJiIi EXa peel
~,
~
SCHEDULE H
~~; FUNERAL EXPENSES,
t~
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
IN RESIDENiEDECEDENiRN MISCELLANEOUS EXPENSES Pleose Print or Type
®Rx FILE NUMBER
Susan R. Roberts, Deceased 21-1995-0152
ITEM
NUMBER DESCRIPTION AMOUNT
A. Funeral Expenses:
1. Barbara R. Woltjen, expenses incurred re: Funeral services:
-Hoffman-Roth Funeral Home, funeral services $5,336.00
-Days Inn, lodging re: funeral arrangements/attendance at fune al 47:
21
-Greenrid$e Village, lodging re:. funeral .
15.90
-Ministers fee 200.00
-Trolley Stop, funeral luncheon 173.12
-Wayne Noss Flowers, funeral flowers 106.00
-P
hoenixville Memorial Works, memorial inscr
ip
tion 65.00
T
h
i
f
-Te~ep~o'nepc~iarg~sgreoli~unera~/a°rrangemen~s`Ie~a~eadv3seeral ~~.51
B. Administrative Cotts: 8Q
1. Personal Representative Commissions
_ _
Social Security Number of Personal Representative:
Year Commissions paid None
2. Attorney fees-Littner, Deschler &Littner 1,346.04
3. Family Exemption
Claimant Relationship _
N/A
Address of Claimant at decedent's death
Street Address
City State Zip Code _
4. Probate Fees
None
C. Miscellaneous Expenses:
1• Register of Wills, Cumerberland County, filing fee 15.00
2• Littner, Deschler &Littner, reserve for closing costs
100.00
3.
4.
5.
6.
7.
8.
~__
TOTAL (Also enter on line 9, Recapitulation) S 7 , 480.58
(If more :pace is needed, Insert oddltlona) :heats of tame slze.)
REV-1514 EX+ (I-93)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or
I•• •••~•Q ~r,.« <~ 11eeaea, Lnserr addmonal sheets of same size.)
,'
REV•1513 EX+ (Y.B7(
COMMONWEALTH Of PENNSYLVANIA
INNCYIis ure iwv eeiue~~
SCHEDULE J
BENEFICIARIES
~i<lMr
Susan R. Roberts, Deceased
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
A. Taxable Bequests:
1• Barbara Wolt~en
37 South Watch Road
Meredith, NH 03253
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Bequests:
1.
FILE NUMBER
21-1995-0152
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
Daughter All point/held
Assets - no probat
estate
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS )Also enter on line 13, Recapitulation) ~ $
(If more space is needed, insert odditional sheets of same size) ~
Lh'~T 1^iILL ,1flC! iE~TI111EM't
c,f_.
~U;;~hl f? . F?C~E3E_R 1"
I , SIISAhI R . RC~C?r=R~! , , ;a r°es i dent :~f C:uml.rer° 1.jr-cJ Cour r l: y ,
F'enrrsy l van i a, be - rry %~1~ ,ound ,ar-r_i d i ~.lrc.r:: r rty mi rtd, m~nx>r ;~ uid
t:~~d-:~r~~t~r-dir~~J, c!~~ I.•!r~.~i~;~ m•~I•.e, I~'~I?! i';I~ ,~r~d declar~c lli~,
f`ollotirirtg to be my Last 1'/ill acrd Testament, hereby re•/c~king
,:~r-ca mal~irty :~~.~id arry anc.l al I 1^Ii1lr; t.,lr"t• I have mtidE: hr•i~~; i.,c~
tlri~ date. .
F i rsL I appoint E'ar-b:3r~;a l~lo l t~E~n e:~:ec.;r.-tc>r aF my est_~tt~~, r,I„
eY°c:ul;or slta I 1 I~a~e tlrc3 r~ iyltt, C)_~4•lE~r ,_tr-d ar_itftori t~~ Cc~
c.listrikrute my es t.~,t.~:~, ~,it~lrer ~n ~,aslr c~r~ in I;irtc~, arrd, ~'c:r arr;
purpose of admrn~~:Lr._tl.-ar- car cii~.Lri~~+_-lic>rr.
~ccond I direct
t
hst
;ill m
j
.
.
.
y ,
r.- ,;t d.-arts? .°_trtc.- funeral ,-,.I~~~r..r~E,`,~
i_,e p•~ i d a--d d i s:;l r;tr ~.lc~d I»~ thc~ E~.ec.u tc,r~ of t.Fr i s my 1~1 i ! 1 T i r ,> t.
~t.r!_ of any 3c,c i a i •.-,c.c,,. i ty d. c: Cl . bc'r r+, f ; Ls and tl~ren ; i ,:~-n tl ~e
f~r~~c=e.~ds c~i~ my e:.~.La!,e.
Third T direct, tlr.:rt l,!rc,
,:,uL afi my r,sL',al:e:
- ~.:I-,000 ~f m>~ b-lanc.;c
ac-count i n trust: to 1.1 ~~:;
Fc.,l~ R i f ey shall krr~ t l r~~.
fo 11 ors i rrc; ~; f~~,~: i t ~i c: beques ~.~; k,~> u-~-c.le
i n my ~_:~;iIR c;v l c.ier-t OF,portun i Ly f'r.t~?sl~oc•I.
fiirst clri ld c.~F !<arer~ and Rata Ri lc_~, .
::~.-s tod i ar r o `= r I r i ~_; money .
- t~iy trvo ert~ayernelrt r ir,c~~ t.o my yr;alrra-Jc.uyl'~ter's Dek~ inci i .jr;~lr
:fs they cl~loo~,e.
-- ?-Ire value c)f my Gc:lc_I.ester~ Bc>rl~i f~urlr.l ~tr...•r.ount as is>11~~r•r~::
:j,~l , raflla tU f Lir"C'r'1 ; :{ tj , 1.1f11J i.J Dekt; ~~ 1 , I.II;If_i I:.U ~1 ~ 1 C@ {"1 E' 1 yF~ ~ f:I'It?
k,alc~rtce Lo f3arLar ~t l"ftli'i:jen•
- I~1y Fur'nitur~r~ .~rtr{ ,tr,t,~ 3:,r~ I•:~rF,,r .~rrd t~eb equally ~-rs 't.l,,~'
;I!c;•..~~s~t .
~~~r.i.r't.}I Tl~rs r'e-t, r'e~~ ic.iuF~ ._utd r'entri irrr,ler' t)f m)' estate sl;~f I 1 b~~
r.i istr' ihutecl l: c) m) cl.:ruc~}Ilt~~r' E3al k,c-tr ra l~rc.~ l tjr~ri. Ply esf _tt•~ ~_!I;_ii l
i nc 1 ucle arly i rl L~~~r r~: t r•rl l i cl'r I nlt-ty I I~j~r~~ i r I Llle esta tr? L•f I.1rjr y
R~~t.h Fli) 1~., t•rl~ro.:e ~~z'L<tte may br: un:.:~.;t.t i~:_~d as cif t}tea ci.rt,e aF
t}'li wr.iting.
I" 'i 'F LI'I I reques ~_ l,-I~; I; my e::et.u tc~r and l;r~u:; tee urldel 1.1'l i s w i l l
take r'e~~sc)nab t e c. rinll)ell sa t i c)n 'I~c)r ~~c r'v i cf~.~> .
~. i r.t.lt I d'i rect t.l'lat. rlr_~ per•solta l rel~r-r~scnt.ative, yu~rr cJ ir~'I,
I:•I"'Uitee Ut' Ut•Il°1 f 1 (:liL: l qtr"y UIl(.~~r l' tlI i ^ 1 rrLi tr"'lrnlent• k,e !' E?r,!i l i"~~(_)
t.o give bond fr,r- l Ile .r ~I i t;l'lfu 1 Fier l car rn;.il'1CP of du't i E's .
Itd 1•II Tidf_5S l•!I Ir_f?f C?f- , I Itavr~ ~::>e I, my I'lar~td and ~:e~t 1 t Ir i s
-~ ~ day" '-' f. ~0 ~ t 9 ~?~ .
`~~ i reed ~ 1 , ,
9 yea l nd ,ir-~. tir~c ~ ar~ed b}• this .af~ov~~ -reamed ~fes t;<rt;~r as arrd
for' her- last ti•ri 11 anr.i t•tasCarnerrL ~n Llrc;~ I~r-eerrce of us, ti•rl~o
have hereunto c-uk,~;c~r rlJed our rr~jmes rrt her' r~eUuest ra<:
~•~ i t•nec,ses , i n t.ire ~~r e:::c~nc,e of I:I rc. T @s t,•°rLc~r and of c~ac.t~ ;~ t l rer .
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