Loading...
HomeMy WebLinkAbout95-0370 REV-1500 EX+ (11.911 r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~~ -33-~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~0~~~~~~ f sro~s~F`D[ATF! AFTtR 1 ~l31 /41 C1t-NLRE. F~wLRn aee~iT is CLAiN1ED ^ FIE! NUMBER BOUNTY CODE ~./ ~ vFea 9~- A~A~..o~n ~ - ' -~ DECEDENT'S COMP A D W Traub, Alda M. 2029 Cla d U SOCIAL SECURITY NUMBER GATE OF DEATH DATE OF BIRTH ren on Street Camp H 111 , PA 17 0 ]. ]. 204-28-2442 8 14 94 1 co~AA Q H ~ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return W du ^ 4. Limited Estate ^ 4a. Future Interest Compromise (for dotes of death prior to 12-13-82) ^ 5. Federal Estate Tax v ~ m ® 6. Decedent Died Testate (for dates of death after 12-12.82) ^ 7. Decedent Maintained a Living Truat 0 Return Required 8 a (Attach copy of Will) _ (Attach tour of Trustl _ . Total Number of Safe Deposit Boxes I W Z OL W O °z V O d Debra K. Wallet, Esct. 737-1300 z O Q J a. V W oe z 0 Q a O u x w 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 4 2 . 0 0 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property( 5) 2 . 9 9 3 . 2 1 (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 5 , 5 0 0 . 0 2 7. Transfers (Schedule G) (Schedule L) (7) % / p ~] , ~~ 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 6 . 4 3 3 . 0 0 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 11. Total Deductions (total lines 9 8~ 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (line 12 minus line 13) 15. Amount of line 14 taxable at 6% rate 2 10 2 2 3 24 N. 32nd Street Camp Hill, PA 17011 ( g) 8, 535 .23 (11) (12) (13) (Include values from Schedule K or Schedule M.) (15) ~ x .06 16. Amount of line 14 taxable at 15% rate (16) x .15 (Include values from Schedule K or Schedule M.) 17. Principal tax due (Add tax from line 15 and from line 16.) 18. Credits Spousal Poverty Credit Prior Payments Discount Interest + + _ 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. ~^ 20. If line 17 is greater than line 18, enter the difference on line 20• This is the TAX DUE. A. Enter the interest on the balance due on line 20A. B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. Make Cheek Payable fo: Register of Wills, Agent 'C7 IWAI~OAAIpl~ - Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of mysknowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. 5 NA RE OF PERSON RESPONSIBLE F (LING RETURN ADDRESS DATE ' 2029 Clarendon Street Cam Hill PA ~ IGNATURE OF EPAR R OTHER THAN REPRESENTATIVE ADDRES ` n 1 7 0 1 1 DATE ~I/~lw.. 't[_t.)~,..y 74 N '27nA Ci-rcct !''gym,, u; T T nr i-~ni i ~~ti alG~ (17) (18) (19) 6,433.00 2,102.23. -0- 2,102.23 126.14 (20) 12 6.14 (20A) (2oB) 12 6.14 PLEASE ANSWER THE- FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: 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 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 two years preceding death transfer property without receiving adequate consideration? 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 'in trust for' bank account at his or her death? ...................... IF THE ANSWER TO ANY. OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. f r~ ~ ~,1 ~ _ s, _ ;--- {~ r ;; ,y ~ CC a~ ~ ~ UU REV.1503 EX + (I.86) y,~~ AL DA M : T RAtiB SCHEDULE B STOC~CS AND BONDS (All property joirrtiy-ow~ad with Right of Survivorship must be diseiosed on Schedule F.) ITEM NUMBER DESCRIPTION ~• PP&L Common Stock - 2 shares (Based upon Friday, August 12, 1994 Wall Street Journal - average between hi -and to ) ,- VALUE AT DATE OF DEATH $ 42.00 TOTAL !Also enter on line 2.~ ReconifulnK.~n1 I C d 7 n n 1 ~ REK1508 E%+ (7.97( ~ ~ .ti COMMONWEALTH Of PEI INHERIT.4NGE TAX 9 RESIDENT DECED SC6~E©ULE CASH, BANK DEPOSITS AND J'vt1SCELLANEOUS PERSONAL PROPERTY AL DA M. TRAUB FILE N! (All property jointly-owesd with the Right o{ Survivorship must be disclosed on Schedule P) [TEM NUMBeR DESCR1PTiON 1. Harris Savings Bank P.O. Box 1711 Harrisburg, PA 17105 Checking Account #040011330 (Balance as of ~. 8/14/94) 2. Misc. clothing, used recliner - located at nursing home 3. Church of God Home refund Personal account Return of unused August payment Plecse ?rint or VALUE AT DATE OF DEATH S 141.68 25.00 133.52 2,693.01 TOTAL (A!so enter on tine 5, Re:~aitulation) $ 2 , 9 9 3.21 (Attach additionol 8'h" x 17" sheets if more space is needec.) REV-1510 EX+ (Z.g~ '_~ >K~ " ~.~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT i i !~ SCHEDULE ~ TRANSFERS ESTATE OF i PL.ASE P.41NT OR TYPE `" FILE NUMBER ALDA M. TRAUB THIS SCH'eDULE MU57 6E COMPLETED AND FILED IF THE ANS'NER TO ANY OF THE QUESTIONS ON THE REVERSE SfDE CF THE COVER SHEET !S Y'c5. IT'cM DESCRIPTION OF PROPERTY i i NUMBER I Include name of the Irortsferee, their reloiionshio to decedent, dole of trcnsfer. ~ EXCLUSION TOTAL VALUE DECD. ~ DOLLAR VALUE ~ OF ASSET I '~0 OF DECEDENT'S 1. Harris Savings Bank I INT. INTEREST P.O. BOX 1711 I I Harrisburg, PA 17105 ~ Account #0402 125 318 ~ i 50~ iS1,104.02 ~~~~~ ~~ ~I l (All within $3,000 exclusion) ~ i I i i i i I ' i i i i I i i TOTAL (Alsc enter on Tine 7, Recapitulation) I $ /% (If more spoce is needed, insert additional sheett of some size.) 0 ~ ~ REV.ISII E%+ 17.881 o. ~ ~ ~CHEDIlLE H ~~ FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMlNlSTRATIVE COSTS AND INHERITANCE TAX RETURN ~ RESIDENT oECEDENT MlSCCLLANEOUS EXPENSES ESTATE OF Please Print or Type ALDA M~. TRAUB i FILE NUMBEit ITEM NUMBER _ QESCRtPI'ION _ - -AMOUNT A-• Funeral Expenses: 1• Myers - Harner Funeral Home 1903 Market Street Camp Hill, PA 17011 $3,810.00 2. Women's Christian Ministry Service - Funeral Luncheon 250.00 3. James R. Gingrich, Inc. - Memorial Inscription 63.00 B• ~ Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Debra K. Wallet, Esq.' 250.00 3. Family Exemption Claimant 7 C' ha r l a c m-•-+- Relationship SOn Address of Claimant at decedent's death Street Address 2029 Clarendon Street City Camp Hill Stare PA ~i~Q:b~e_ 17(111 2 000.00 4. Probate Fees 25.00 C. Miscellaneous Expenses: ~• Postage, mileage, misc. expenses in arranging Funeral 35.00 2. 3. 4. 5. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) I S 6. 4 3 3_ n n QEV.1317 cXl (1.87) ~~ \~ I COMMCNWEAIiH Of PENNSYLVANIA ~ 5 ~~ i~'~ a+ INNERITANC! TAX RETURN ~ B;C 1~ ±~ ~ f•'~~~ ~ r RESIDENT OECSOENT 1~ / .7 ESTATE OF ALDA. M. TRAUB IT'eM NUMBER i NA,btE AND ADDRESS OF.BENE=iCIARY A. Taxaole Bequests: 1' J• Charles Traub 2029 Clarendon Street Camp Hill, PA 17011 ITEM I NUMBER NAME AND ADDRESS OF BENE= ICIARY ~ B. Charitaofe and Governmental Bequests: 1. I None ------ Pll:- y g~~ RELA71ON5NIP ~ SHARE OF ESTATE i son I 100 i SHARP OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEAU ESTS (Also enter on line 13, Recapitulation) S {If more space is needed, insert additional sheets of same size) 0 i• LAST WILL AND TESTAMENT Ok' ALDA M. TRAUB ,~. AANOLU, SLIKE ec pAYLEY ATT(1µ Nf:YS AT I.A IX' 1109 91AlRHT S7µFOT GY. Hu.G, Pn1lmLVn911n 17011 ,,ry4 ~I da i ~. ~,.o^n° I~ ALDA M. TRAUB of the Borough of Camp Hill, Cumberland CountX,.:Pennsylvania, declare this to be my Last Will and Testa- oking;any will previously made by me. ..~~~ , ,i r` • dix'ect`the payment 'of all my just debts, the f 1~ SYT, ex ensea q~~myA~last.ilTness and my funeral expenses out of my estate as'soon after my death as may be practicable. II -- I devise and bequeath all of my estate of every nature and wherever situate unto my son, John Charles Traub. III - Should my said son predecease me, then I devise and bequeath all of my estate of every nature and wherever situate unto his issue per stirpes. IV - All taxes that may be assessed in consequence of my death 'of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives shall have the absolute power in his or her discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. V' - I appoint my son, John Charles Traub, Executor of this, my Last Will and Testament.. My said executor shall not be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, ,the ~_ day of i~i~, ~ , 1972. L-~~~it ~• ~J/2 ~;cv~ ( SEAL ) Alda Ni. Traub Page 1 gkz~y~Ls ~~~9 t ^r~ 4 :,i1 Y .. ,.~ r - ~~~t "~ rM* SiiY .. _ . ,, .. .,. ..,+ ~ .. . ,, ~ , ;~ - °. .; _ . -- . _.. Signed, sealed, published and declared by ALDA M. TRAUB, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~ ~ Jo~. . Name Address Name A dress q -L.~ ~EQL! Cf DEBYtA x. WALLET T4 N. 32n0 STIt>r~T CAMP HILL. PA 17011 PHONE: (717) 737-1300 Fax: (7X7y 7bI~5319 DATE: August 23, 1995 To: Deb - Rove>nte FROM: Jami E. Dutton far Debra K. Wallet NU1vIBER OF PACIE,S INCLUDING COVER SHEET: 2 TIME TRANSMISSION SENT: /.'~D~ rn..~ FAX NUMEER TRANSMITTED TO: 772-(x412 Re: Schedule F - Alda M, Traub CONF'IDF.IVTIALI7YNQTE THE IIVFORMATIONAND DOCUMFIVT'S ACCOMPANYING THIS TRANSMISSION CONTAIN INFORIKATION FROM THE LAW FIRM OF DEBRA K. WALLET WHICH IS CONFIDE'NI7,4L A1VD/OR LL~GALLY PRIVILEGID. THE INF'ORMATIDN IS INTENDED 50LE~,Y FOR THE USE OF THE' INDl'VIDUAL OR F.t1~17TY NAMED ON THIS FACSIMILE TRANSMISSION SIIEL~2': IF YOU ARE NOT THE DESIGNATED RECIPIENT, YOU ARE HEREBY NOTIFIED AC770ANYDI~~CE ON THE' CONTENTS OF ITH7S 7I'RA.NSMISSIDN OR TAKING OFANY NF'ORMATTON IS PROHIBITED. IF YOU HAVE RECEIVED THIS FAX TRANSMISSION IN ERROR, PLEASE NOTIFY US ,8Y TELEPHONE IMMEDIATELY SO THAT WE CAN ARRANGE FOR THE RE'T(T,RN OF THE ORIGINAL DOCUMENTS TO US. PLEASE CALL IMMEDIATELY IF YDU HAVE NOT RECL~'IVED ALL OF THE' T 1tANSMt1'IED PAGES: Z0 ' d ~ti101 eceva ex. Sn-at ~ ~r~- Ri:fIDENT fl6CEDiNT M . - . .,,. JOINTLY OWNED pRpPERTY ~ ~R DAT6 ILIM BL~ lCINT TENANT MADE JOINT DESCitIPti'IpN O# PROt'RRTY TOTAL VALUE OF ASSET DECD'S VALUE OF qb JM• Dt S INf~T 1. A 1989 PNC Bank P.O. Box 8874 Carne Hill, PA 17011 Acct# 31-4406-4674 94 86 50$ . 47.43 2•, A• 1992 Delaware Group 1818 Market St. Philadelph~.n, PA 19103 Treas. Reserves Acct# 51570715$1 (1].76.395 shares at 9.27 a shax'e I4,90S.18 50~ 5,452.59 TOTAL (Also eater vn tine 6 tieecpitulatioa) $ 5 , 5 p0 0 (!f more spore es needed rrtur! additioaa! sheets of some size) Jolnf t~aont(s)e