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HomeMy WebLinkAbout08-23-12 1505611180 REV-1500 Ex j°2_,,) (FI) pennsylvania OFFICIAL USE ONLY PA Department of Revenue oa„~,~M~~~E County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~ I ~ ~ r.\n~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT lfoC ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 02112011 08271945 Decedent's Last Name Suffix Decedent's First Name MI SHERIFF GEORGE A. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI GARNER-SHERIFF NONA 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 Q 2. Supplemental Retum ~ 3. Remainder Retum (Date of Death Prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of Q 5. Federal Estate Tax Retum Required death after 12-12-82) ® 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Q 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number ROBERT G. FREY 7172435838 REGISTER OF WILLS USE ONLY ^ rr., Y `, ~~ First Line of Address ~J ~ ~ 3s~ } 5 S. HANOVER ST. .. ~~~_-' ~"~ c ~ J .: Second Line of Address T ~ ~ N City or Post Office CARLISLE State ZIP Code PA 17013 a ~i c.n l~ ' i-t- {:.J -n s~r~ ~; Correspondent's e-mail address: R F R E Y a F R E Y T I L E Y. C O M 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, it is true, correct and complete. Declaration of Dreparer other than the personal representative is based on all information of which oreoarer has anv kna~vlxtan OF SIGNA FILING RETURN ADDRESS--~~~ ^~ , , 5 SOUTH HANOVER STREET L 1505611180 LISLE. PA 17013 Side 1 1505611180 J~ J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number DecedenrsName: GEORGE A. SHERIFF RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1. N 0 N E 2. Stocks and Bonds (Schedule B) ................................... . 2. NON E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. NON E 4. Mortgages and Notes Receivable (Schedule D) ........................ 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 4 7 3 3 4 . 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested ...... . 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Schedule G) OSeparate Billing Requested ...... . 7, N 0 N E 8. Total Gross Assets (total Lines 1 through 7) ..... 8 4 7 3 3 4 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ................ 9. 8296 , 00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ 10. 3 4 2 4 8 . 0 0 11. Total Deductions (total Lines 9 and 10) ............................. 11. 4 2 5 4 4 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ........................... 12. 4 7 9 0 . 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 Subiect to Tax (Line 12 minus Line 13) 14 4 7 9 0 D 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or Uansfers under Sec. 9116 (ax1.2)x.o 0 4790.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X .0 4 5 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X . 12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 18. 0. 0 0 19. TAX DUE ....................................................... 19. 0 . 0 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 L 1505611280 1505611280 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: 21-11-200 Flle Number 200-36-4391 DECEDENTS NAME GEORGE A. SHERIFF STREET ADDRESS 531 CONODOGUINET AVE CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest Total Credits (A + B ) 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 0.00 (2) 0.00 (3) (4) 0.00 (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: 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 Iffe 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 "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 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 disGosure 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-1508 Ex+~"-'°~ SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, ~ MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT -- -- ""- -" ' r'ILt tYUMCStK: George A. Sheriff InGude the proceeds of litigation and the date the proceeds were received by the estate. It more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER George A. Sheriff Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Waggoners Gap United Methodist Church 277 2. Cumbetiand Valley Memorial Gardens 1,273 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) SVeet Address 1,500 City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4. 5. 6. 7. City' State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: 'oneerfee ZIP 1,500 246 TOTAL (Also enter on Line 9 Recapitulation) ~ S If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER George A. Sheriff Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical eYOenses_ ~ Kelley Blue Book is Y~~~~r ~ THE TR135TE~ 1lESrC?UR~E Used Car Private Party Values 2Q~~ Si~~-~r~~~ l~~[ y..., .. advertisement Page 1 of 3 s . E.., ~„rrn Trade-In/Sell Values 2010 Chevrolet Silverado 15C Style: Work Trudc Pickup 4D 5 3/4 ft Mileage: 25000 Private Party Value Excellent $20,068 ____ __ __ Very Good $19,468 Good $18,868 E ..... Fair $17,018 Vehicle Highlights MPG: City 14/Hwy 19 Max Sep Doors: 4 Engine: Drivetrain: 2WD Transm EPA Class: Standard Pickup Trucks Body St Country of Origin: United States Country Your Configured Options / Our pre-selected options, based on typical equipment for this car. ~_«---i~-------~-~-t_ __---i_t___-_--t_~i-a____-_a_ icnn __...--- --t_i~ntn ..t___-_--t-. -,t__-.-_a_ icnn __. ni~ninni~ Kelley Blue Book Page 2 of 3 / Options that you added while configuring this car. Engine Comfort and Convenience / V8, Flex Fuel, 4.8 Liter / Keyless Entry Transmission / Air Conditioning / Automatic, 4-Spd w/Overdrive / Power Door Locks Drivetrain / Cruise Control / 2WD Steering Wh Braking and Traction / Power Steering / Suspension Pkg / Tilt Wheel / Traction Control Entertainment and Instrumentation / StabiliTrak / AM/FM Stereo / ABS (4-Wheel) / CD (Single Disc) Safety and Security / Dual Air Bags / Side Air Bags / Head Curtain Air Bags . __..__............_... . ew Cars You Might Like . _ .. _____..._ .......................... _ __. .~-~- UI 2012 Chevrolet Silverado 1500 Crew Cab 2012 Nissan Titan Crew Cab ~ ~_~ ~I1 2012 GMC Sierra 1500 Crew Cab Glossary of Terms '! Kelley Blue Book® Trade-in Value -This is the amount you can expect to receive when you trade in your car to a dealer. This value is determined based on the style, condition, mileage and options indicated. Kelley Blue Bookp Private Party Value -This is the starting point for negotiation of a used-car sale between a private buyer and seller. This is an "as is" value that does not include any warranties. The final price depends on the car's actual wndition and local market factors. t.~.._.ii--___--t_t_t_ ..,..~i~t_.._.....t,...i..:t_.,,..,.a.. icnn .,..,.__. ..~t_i^nin ..t_.,_...~t~a ,.:t_._..,.a_ icnn _.. ni~ninnin Kelley Blue Book Pa e 3 of 3 g Excellent Condition: 3% of all cars we value meet this criteria. This car looks new and is in excellent mechanical condition. It has never had paint or bodywork and has an interior and body free of wear and visible defects. The car is rust-free and does not need reconditioning. Its clean engine compartment is free of fluid leaks. It also has a clean title history, has complete and verifiable service records and will pass safety and smog inspection. Very Good Condition: 23% of all cars we value meet this criteria. This car has minor wear or visible defects on the body and interior but is in excellent mechanical condition, requiring only minimal reconditioning. It has little to no paint and bodywork and is free of rust. Its clean engine compartment is free of fluid leaks. The tires match and have 75% or more of tread. It also has a clean title history, with most service records available, and will pass safety and smog inspection. Good Condition: 54% of all cars we value meet this criteria. This car is free of major mechanical problems but may need some reconditioning. Its paint and bodywork may require minor touch-ups, with repairable cosmetic defects, and its engine compartment may have minor leaks. There are minor body scratches or dings and minor interior blemishes, but no rust. The tires match and have 50% or more of tread. It also has a clean title history, with some service records available, and will pass safety and smog inspection. Fair Condition: 18% of all cars we value meet this criteria. This car has some mechanical or cosmetic defects and needs servicing, but is still in safe running condition and has a clean title history. The paint, body and/or interior may need professional servicing. The tires may need replacing and there may be some repairable rust damage. © 2012 Kelley Blue Book Co., Inc. A!I rights reserved. 4/27/2012-5/3/2012 Edition for Pennsylvania 17013. The specific information requir determine the value for this particular vehicle was supplied by the person generating this report. Vehicle valuations are opinions and may ~ vehicle ro vehicle. Actual valuations will vary based upon market conditions, specifications, vehicle condition or other particular circumstanc to this particular vehicle or the transaction or the parties to the transaction. This report is intended for the individual use of the person gen. report only and shall not be sold or transmitted to another party. Kelley Blue Book assumes no responsibility for errors or omissions. (v.12c Consignor Settlement JONES 8~ MARTIN AUCTIONS LLC CO #: ~ 846 g{{ MOWHAWK RD Newville, PA 17241 Date: tiibi`u1 ~ Phone: 717-226-0776 ~ I Page: , 1 Conslgno~: KOSER Kim Koser •• 4uction: AUGUST 6, 2011 •~ ~ Lol>K Oescrfplion Ouanlity Un11 Price Ezl rice Expenses 109 WIRE, BOXLOT 1.00 10.00 10.00 0.00 110 TRIPOD CAMERA STAND 1.40 5.00 •'.5.00 0.00 111 MISC. LOXLOT BRUSHES 1.00 5.00 ~ 5.00 0.00 112 BOXLOT SCREWS 1.00 5.00 5.00 0.00 113 BLXLOT ELECTRICAL SUPPLIES 1.00 2.00 2.00 0.00 114 MISC. BRUSHBOXLOT 1.00 o.zs ~ 0.25 O.oo 115 WALL HANGER, WITH BEAR PLC. 1.00 2.00 .2.00 0.00 116 BUCKET WOOD GLUE, SCREWS 1.00 7.00 7.00 0.00 117 EXTENTION CORD 1.00 2.00 2.00 0.00 118 TRIPOD 1.00 10.00 ].0.00 0.00 119 MITER BOX 1.00 0.2 5 0.2 5 0.00 120 HVY CORD 1.00 45.00 45.00 0.00 121 IGL00 COOLER 1.00 3.00 ~ _ 3.00 0.00 122 NUTS SCREWS BOXLOT 1.00 5.00 5.00 0.00 123 2 ROLLERS 1.00 40.00 40.00 0.00 124 SAW HORSES, BY PC. 4.00 5.00 20.00 0.00 125 PORTABLE STANLEY CLAMPING TABLE 1.00 2 5.00 _ 2 5.00 0.00 126 CLAMP 1.00 4.00 4.00 0.00 127 W000 CLAMP 1.00 3.00 3.00 0.00 128 2CLAMPS 1.00 10.00 10.00 0.00 129 2 IRWIN SM CLAMPS ].. 00 10.00 10.00 0.00 130 CLAMPS 2 IN SET Z . 00 12.00 ~ 2 4.00 0.00 131 C CLAMP 1.00 2.00 Z.00 0.00 132 3 PIPE CLAMPS 1.00 1Z . 00 12.00 0.00 133 ROUTER TABLE , SKIL ROUTER 1.00 4 S . 00 45.00 0.00 134 DELTA GRILL PRESS 1.00 65.00 65.00 ~ 0.00 135 DEWALT CUTALL 1.00 100.00 100.00 0.00 136 HEAT GUN 1.00 10.00 10.00 0.00 137 BD FINISH SANDER ], . OU 0. SO 0.50 0.00 Consignor Settlement i• JONES 8 MARTIN AUCTIONS LLC CO #: 846 544 MOWHAWK RD Newville, PA 17241 Date: . ~• .;• 616/2011 Phone: 717-226-0776 Page: ~ 2 _oW Description Quantity Unll Prk;e Exi~rice ~ Expense9 138 MAKITA DRILL 1.00 17.00 17.00. 0.00 139 COME ALONG W STRAP 1.00 20.00 20.00 ~ 0.00 l40 _ LADDER BRACKET _ _ 1.00 0.25 0.25 ~ 0.00 141 DETAIL SANDE=R 1.00 7.00 7.00 .~ ~ 0.00 142 DREMMEL 1.00 4,00 4.00 0.00 143 CHISELS AND HAMMER .. _ 1.00 3.00 3.00 0.00 144 SQUARE, YELLOW 1.00 10.00 10.00 .. _ _ . 0.00 145 CLAMPS, SM CORNER J..00 2.00 2~.~00 0.00 146 C CLAMPS i . 00 .. X1.00 a _ 00 0.00 147 ADUSTABLE WRENCHES ,SCREW DRIVER 1.00 7.00 7 . UO 0.00 148 RUBBER MALLET, HAND C SAW .. .. 1.00 . 3.00 3.00 0.00 149 ~ DREMMEL WITH ATTACHMENTS . i . 00 3 5.00 3 5.00 _ 0.00 150 DRILL BITS IN CASE ], _ 00 20.00 20.00 0.00 151 SKIL SANDER 1.00 4.00 4.00 .. .. 0.00 152 PALM SANDER 1.00 10.00 1.0.00 0.00 CHALK LINE 1.00 1.00 1.00' .. 0.00 154 TASK FORCE BIT SET 1.00 ],5.00 15.00 0.00 155 METER X_00 X.00 1.00 0.00 156 SCREW EXTRACTOR AND BITS 1.00 3.00 3.00 0.00 157 SQUARE, SMALL 1.00 1.00 ',~00 ~ O.OA 158 100' FISH TAPE, 1.00 5.00 5.00 0.00 159 RYOBI ROUTER SET 1.00 55.00 55.00. 0.00 160 GRINDER WHEEL ,UTILITY KNIFE ETC. 1.00 3.00 3.OQ 0.00 161 10'BLADE 1 00 30 00 yy~~,, 30 0()• . . , 0.00 162 QUICK CLAMPS 1.00 7.00 7 . QO 0.00 163 BITS AND DRIVERS SET 1.00 15.00 15.00 0.00 164 STAPLER AND MSC. LOT 1.00 4.00 ~ 4 .•00. 0.00 165 DRILL AND BATTERY PACK 1.00 10 00 10 00 166 CRAFTSMAN PLANER . . 0.00 . 1.00 10 , 00 10.00 0.00 167 CLAMPER, RED HANDLE 1.00 • 1 00 1 00 169 WIRE STRIPPERS , YELLOW HANDLE 1.00 . 1.00 . 1 00 0.00 169 TASK FORCE EIEC STAPLER 1.00 15.00 . 15 00 • 0.00 170 ROUTER BLACK DECKER . o.oo , ). , 00 15.00 15.00 0 00 171 DRILL BITS AND SCREW LOT , SM LEVEL 1.00 3 00 00 3 , ~ 72 CRAFTSMAN ROUTER W 61TS . . 0.00 173 MISC. 60XLOT MISC TOOLS 7, . 00 Z 5.00 2 S . 00 0.00 . 1.00 20.00 20.00 0.00 Consignor Settlement JONES 8. MARTIN AUCTIONS LLC 544 MOWHAWK RD CO #; 846 Newville, PA 17241 Date: ~ 8/6/2011 Phone: 717-226-0776 Page: 3 •ot~ Oescrlption Quanlily Unll Price Ext.PriCe Expenses 174 DEWALT HAMMER DRILL COMBO 1.00 125.00 125 .~~ 0 00 175 EXERCISER, BIKE , SCHWIN 1.00 95.00 95 00 . 176 DIAMOND PLATE TOOL BOX _ 1.00 . ..... 85.00 65 00 ~ ' 0.00 177 DELTA SCROLL SAW, NEW IN BOX .. .. .00 . 80.00 80 00 0.00 ~ 79 DELTA SHOP MASTER GRNDER IN 80X 0 1 . ~ ~ - ~~ 85 00 0.00 _..--- 9 .. .. ............ R1bGED EDGE AND SPINDLE SANDER IN BOX : . 85.00 0.0.0 80 ..... .. ... . 1.00 _. 65.00 85.00 ~ " ~ ~ ' ' " 0.00 TABLE SAW, MACHITI .... .. 1.00 265.00 265.00 ... 0 0p ~ DELTA SLIDING COMPOUND SAw 1.00 3~5 . o0 35 00 , . .......... .. _. 0.00 Total Quantity: Total Invoice Sale Price: Z , 05 3 . Z 5 Total Commission; ~ . Z Total Due to Consignor: 2 052.02 ~ • Total Payments: 0.00 Balance; 52,052.02 Positive Balance, Monies Owed to Consignor No inventory remains for this consignment order COMMISSION SETTINGS Calculate Commission 8y: Consignment Omer . Commission Structure Type: Fixed ~ . Any Amount 0.06X 'hank you for your business, it has been a pleasure working with you! ones and Martin Auctions 'he sound that sells) Y