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Home My WebLink About09-05-12Cumberland County Register of Wills File No. 2011-01373 -~ REV-1500 Exl°'~'°' 1505610143 PA De artment of Revenue OFFICIAL USE ONLY P pennsylirania couney cos. v..r Fila NUmeer Bureau of Individual Taxes •.>••*-aTOr eevcaue PO Box.25oaot INHERITANCE TAX RETURN 2 1 1 1 1 3 7 3 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Dale of Death Date of Birth 197 20 1722 12 16 2011 03 12 1924 Decedent's Last Name Suffix Decedent's First Name MI WRIGHT SARAH S (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 FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ^ 1. Original Return ^ 2, Supplemental Return ^ :t, Remaintler Return (tlate of death prior to 12.13-32) ^ 4. Limited Estate ^ 4a. Futuro Interest Compromlae ^ S. Federal Estate Tax Return Required (sale m ae.m .n.r tz-uaz) ^ g DeceOanl DIeO Teadle ^ 7. Dacae•nt Ma1n1a1nM a LMnB Tm•I a. Total Number of Sate Deposit Boxes (Atlach Capy or Trveq (Anarh CaPY o1 VAll) ^ 9. LlUgation Proceetls Recelvetl ^ t 0. Spousal PovMy craEn (sale m as•le ~i t, Election to tax under Sec. 9t t 3(A) Eelvroan 12.31-81 eM 1-1-85 ^ ) (gHech $Ch. D) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SUSAN S. BERGER 717 302-2951 First line of address 84 MARANTHA DRIVE Second line of address City or Post Office I4ARYSVILLE Correspondent's a-mail address: State ZIP Code PA 17053 r"'M REGISTER'~~LLS USEONLY < ~ zc: Uv u ~ I < ri I _ ± ( '.' ~ _. c/i ;- - I ~ , ~ ~~ , ~ - ~ y tV 0 FILED fV echetlulea enO statements, is basetl on ell information 111 Crump Road, Exton, PA 19341 G. Bennett 7 'ii -n belief, SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS Side 1 1505610143 1505610143 ADDITIONAL Personal Representatives WRIGHT, SARAH S. SS# 197-20-1722 12/16/2011 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature ~7°`^^'~N l`~`w~$yi/ Name Susan S. Berger Address 84 Marantha Drive City, State, Zip Marysville PA 17053 Date 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date 1505610243 REV-1500 EX Decedent's Social Security Number oeceaem•n NSme: WRIGHTr SARAH S. 1 9 7 2 0 17 2 2 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 8 Notes Receivable (Schedule D) ....................................................... ... 4. 5 9,562.52 . Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. .. 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ........... .. 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ........... .. 7, 8. Total Groas Assets (total Lines 1-7) ..................................................................... .. 6. 9 , 5 6 2 . 5 2 1,451.52 9. Funeral Expenses 8 Administrative Costs (Schedule H) ...................................... ... 9. 69,163.12 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............................. ... 10. 11. Total Deductions (total Lines 9 8 10) ................................................................... ... 11, 7 0, 6 1 4. 6 4 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... ... 12. - 6 1 , 0 5 2 . 1 2 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 t2 minus Line 13) .............................................. ... 14. -61,052.12 TAX COMPUTATION -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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rateX ,12 17. 16. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due .................................................................................................................. ... 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: FIIe Number 21 - 11 - 1373 WRIGHT, SARAH S. STREET ADDRESS 5225 Wilson Lane CITI' Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 0.00 3. Interest (3) 0.00 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Check box on Page 2 Llne 20 to request a refund 5. If Line 1 + Line 3 is greater then Line 2, enter the difference. This is the TAX DUE. (5) ~ . ~ ~ 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 :.................................................................................. x b. retain the right to designate who shall use the properly transferred or its income :.................................... c. retain a reversionary interest; or .................................................................................................................. x d. receive the promise for life of either payments, benefits or care? .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate censideration7 ....................................................................................................................... ^ ^x 3. Did decedent own an "in trust foI' or payable upon death bank account or security at his or her death?......... ^ ^x 4. Did decedent own an Individual Retirement Account, ennuiry, or other non-probate property which contains a benefciary designation? ...................................................................................................................... ^ ^x 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 lax 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 January 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 retturn are still applicable even if the surviving spouse is the onty 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 lax 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 1.2) p2 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. G9116 (a) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether y blood or adoption. SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. CO~N.WMNEKTN OP PENNBYL°~Na PERSONAL PROPERTY INNERIIPNCE TPI: RETUflN RE8I~ENT ~ECEOENT FILE NUMBER ESTATE OF WRIGHT, SARAH S. 21 - 11 -1373 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Orrstown Bank Checking Account No. 2020000105 6,866.37 2 Orrstown Bank Checking Account No. 2208057001 751.72 3 Orrstown Bank Checking Account No. 758 1,446.06 4 Motoris Mutual Insurance Company -renter's insurance refund 94.25 5 Big Bee Storage Company -refund 100.00 6 Highmark -unearned insurance premium 304.12 TOTAL (Also enter on Llne 5, Recapitulation) ~ 8,562.52 SgiEDIILE H FUNERAL EXPENISES 8~ cosw~oNwEUTN ov RENNEnvnNw NAIERnRNCE TrIx RETURN MLA{!YW 1 fV1~lYC W~7~ REBIDEM DECEDENT FILE NUMBER ESTATE OF WRIGHT, SARAH S. 21 - 11 - 1373 Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 H. L. Snyder Funeral Home -balance of prepaid funeral 770.02 B. ADMINISTRATIVE COSTS: ~. Personal Representative's Commissions Name of Personal Representative(s) Street Address city State Zip Year(s) Commission paid 2. Attorney's Fees James G. Caravan 500.00 3, Family Exemption: (If decedent's address is not the same es claimant's, attach explanation) Claimant Street Address City Stale Zip Relationship of Claimant to Decedent a. Probate Fees Cumberland County Register of Wills -probate fees 71.50 5. Accountant's Fees Cathy Roberts 110.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL (Also enter on line 9, Recapltulatlon) 1,451.52 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE comrnoNV.eNETH Or EENNSr~vNNw LIABILITIES, & LIENS INHERITPNDE TPX RETURN RESIDENT DECEceNT FILE NUMBER ESTATE OF WRIGHT, SARAH S. 21 - 11 -1373 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. NUM ER DESCRIPTION AMOUNT 1 Bethany Village -balance due 1,706.48 2 Pa. Department of Public Welfare -Class 3 claim 26,466.68 3 Pa. Department of Public Welfare -Class 5.1 claim 40,989.76 TOTAL (Also enter on Llne 10, Recapltulatlun) ~ 69,163.12 REV;161] elk (11-08) COMMONWEALTH OF CENNSVLVANIA INHERITANCE TN( RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES -_ _ ESTATE OF WRIGHT, SARAH S. FILE NUMBER 21-11-1373 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Na Lltt rrusl..l.) I~ TAXABLE DISTRIBUTIONS [include outright s ousel distributions and transfers under Sec. $116 (a) (1.2)] 1 Kathryn G. Bennett Daughter One-half residue 111 Crump Road Exton, PA 19341 2 Susan S. Berger Daughter One-half residue 84 Marantha Drive Marysville, PA 17053 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rav 1500 cover sheet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS -- TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00