The URL can be used to link to this page

Home My WebLink About04-0950 SAIDIS SHUFF, FLOX,VER & LINI)SAY 2109 Market Street Camp Hill, PA 17011 TO: Register of Wills, Agent CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 JOI-IN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAy BRIAN C. CAFFREY GEORGE F. DOUGLAS, III MATTHEW J. ESHELMANt THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HiLL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attorney@ssfl-law.com www.ssfl-law.com October 20, 2004 Register of Wills, Agent CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 Re: Estate of Thearl Stricker SS No. 178-16-2640 CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)2436222 FACSIMILE: (717)243-6486 REPLY TO CAMP Dear Sir/Madam: Enclosed please find the original and two copies of an Inheritance Tax Return for the above Estate, a check in the amount of $15.00 for your filing fee and a check in the amount of $1,863.20 for the tax due. Will you please file the original return, time-stamp a copy and mail the copy back to us in the envelope provided. If you have any questions, please feel free to contact this office. Very truly yours, SA1DIS, SHUFF, FLOWER & LINDSAY Thomas E. Flower TEF/sa Enclosures ~ COMMONWEALTH OF ~ PENNSYLVANIA · ~'~~, DEPARTMENT OF REVENUE ,r ~"~t ~_~ ~ ~J ~--¢L~ '~ DEP3~ 280601 "~ HARRISBURG, PA 17128-0601 I.- Z LU IREV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) STRICKER, THEARL I. DATE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-DO-YEAR) 08/09/2004 03/17/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME {LAST, FIRST, AND MIDDLE INITIAL) 21 _ 04 O COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 178-16-7640 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER r~l1. Original Retem ~]4. Limited Estate E~9. Litigation Proceeds Receiwd [~2. Supplemental Retum NAME THOMAS E. FLOWER FIRM NAME (If Appli~ble) SAIDIS, SHUFF, FLOWER & LINDSAY TELEPHONE NUMBER (717) 737-3405 COMPLETE MAILING ADDRESS 2109 MARKET STREET CAMP HILL, PA 17011 1. Real Estate (ScheduleA) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sele-Pmpdetorship (3) 4. MoNgages & Notas Receivable (Schedule D) (4) 5. Cash, Bank Doposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~] Sepemte Billing Requested 7. Inter-V~vos Transfers & Miscellaneous Non-Probate Property (7) (Schedute G or L) 8. Total Gross Assets (toteJ Lines 1-7) 9. Funeral Expenses & Adminis~Uve Costs (Schedule H) {9) 10. Debts of Decedent, Mortgage Uabitltles, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Une 8 minus Line 11) 13. Chadlable and Govemmentel Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 458.50 46,508.25 (8) 1,454.92 2,038.29 (11) (12) (13), (14) [~5. Federal Estate Tax Retem Required O~ 8 Total Number of Safe Deposit Boxes [~11. Election te tax under Sec. 9113(A) 46,966.75 3,493.21 43,473.54 0.00 43,473.64 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Li~e 14 taxable at the spousal tax rate, or ffansfers under Sec. 9116 (a)(1.2) x .0 (15) 16*AmountofLine14texableallineaJrate 43,473.54 x .0 45 (16) 17. Amount of Line 14 taxable at sibling rate x .12 (17) 19. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 1,956.31 __~1 956.31 · Decedent's Complete Address: ' ~H~t:~l ADDRESS Forest Park Health Care Center 700 Walnut Bottom Rd. clTYCarlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. SpousaJ Poverty Credit B. Pdor Payments C. Discount 1,863.20 93.16 STATE PA I Z~P 17013 3. interest/Penalty if applicable Total Credits (A + B + C ) (2) D. interest E. Penalty Total Interest/Penalty ( D + E ) (1) 1,956.31 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + 5A, This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 1,956.36 0.00 0.05 0.00 0.00 0.00 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 dght to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a revemionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. 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" or payable upon death bank account or security a h s 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. Under pC.alisa of perjury, I declare that I have examined this return, including accompanying schedules and statemente, and to the best of my knowledge and betief, it is ~rue, correct and complete. SIGNATURE OF PERS~PONSIBLE~FOR FILING RETURN · ,~.~,~,) ~'.,~ ~' ~ ~ .~ ~ DATE ADDRESS ~ v ~ ~ ~ . Bonnie L. Zink, 504 Appalachian Ave., Mec~icsburg, PA 17055 DATE c'.--,._ / SAIDIS, SHUFF, FLOWER & LINDSAY, 2109 MARKET ST., CAMP HILL, PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [72 RS. §9116 (a) (t.1) (ii)]. The statute does not exempt a transfer to a sun/iving spouse from tax, and the statutory requirements for disdesure of assets and filing a tax retum are still applicable even if the surviving spouse is the oely 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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a sthpparent of the child is 0% [72 RS. §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%, except as noted in 72 RS. §9116(1.2) [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% [72 P.S. §9116(a)(1.3)J. A sibling is defined, under Section 9102, individual who has at taast one parent in common with the decedent, whether by blood or adoption, as an REV-1503 EX+ (6-98) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thearl I. Stricker SCHEDULE B STOCKS & BONDS FILE NUMBER n/a JTEM NUMBER 1. All property jointly-owned with right of survivorship must be disclosed on Schedule F, DESCRIPTION 100 shams Rite Aid stock @ 4.585 VALUE AT DATE OF DEATu 458.50 TOTAL tAIso enter on line ,~' Recapitulatior $ 458.50 more space is needec i~Serl addilional sheets of the same size) REV-1509 EX+ (~-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thearl I. Stricker SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER n/a If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Bonnie L. Zink 504 Appalachian Avenue daughter Mechanicsburg, PA 17055 8. JOINTLY-OWNED PROPERTY LETTER DATE DESCRIPTION OF PROPERTY ~TEM FOR JOINT rEADE % OF DATE OF DEATH NUMBER T~NANT JOINT INCLUDE NAME OF FINANCIAL INSTITUTION AND ~NK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'E VALUE OF IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLy-HELD RE-~. ESTATE, VALUE OF ASSET INTEREST DECEDENT~$ INTEREST 1. A. 01/12/1972 Members 1st acct. #12873-00, ppL ba1:55,559.83, plus acc. int:12.13 55,57 96 1/2 27,785.98 2. A. 12/31/1979 Members 1st acct. #12873-11, r~o interest checking 414.69 1/2 207.35 3. A. 07/19/2001 Members 1st acct. #12873-05, ppi. ba1:37,020.18, plus acc. int.:9.66 37,029.84 1/2 18,514.92 TOTAL (Also enter on fine 6, Recapitulation) $ 46,508.25 ional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVECOSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Thearl I. Stricker n/a ITEM NUMBER Debts of decedent must be reported on Schedule DESCRIPTION FUNERAL EXPENSES: Gingdch Memorials, engraving on headstone Mt. Olivet united Methodist ChurCh, funeral luncheon ADMINISTRATIVE COSTS: Personal Representa~ve's Commissions Name of Personai Representative{s) Social Security Number{s)/EIN Number of Personal Representativo(s) Street Address City Slate Zip Year(s) Commission Paid: Attorney Fees FamilyExemDlion: fdecedent'saddress~sno[me same asc~a~mams, attachexc~anauom Claimant Slmet Adomss City Slate Relationship of Claimant to Deceaent Zie Probate Fees Tax Return PreDarer's Fees AMOUNT 100.00 104.92 1,250.00 TOTAL (Also enter on fine 9. Recapitulation $ 1,454.92 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE T,~X RETURN RESIDENT DECEDENT ESTATE OF Thead I. Stricker SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER n/a NUMBER DESCRIPTION Forest Park Health Care Center Continuing Care RX VALUE AT DATE OF DEATH 1,870.25 168.04 TOTAL ~Also enter on line 10 Recapl[ulmlom S 2,038.29 Ill more space ~s needed insert additional sheets of the same size} REV-1513 FJ(+ (g40) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thead I. Stricker NUMBEI [ SCHEDULE J BENEFICIARIES RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal disbibutions, and transfers under Sec. 9116 (al (1.2)] B ONN E L. ZINK, 504 APPALACH AN AVE., MECHANICSBURG, PA DAUGHTER FILE NUUBER n/a AMOUNT OR SHARE OF ESTATE 100.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX S NOT BEING MADE B CHARITABLEAND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUT ONS ON LINE 13 OF REV-1500 COVER SHEE- Iff more soace is needea, insert additional sneels of Ihe same size, 0.00 · · 3780 Trindle Road Camp Hill, PA 17011 (717) 731-1672 www.edwardjones.com September 30, 2004 Peter B. Arnold Investment Representative Edward Jones Est Of Thearl I. Stricker Bonnie L. Zink EXEC 540 Appalachian Avenue Mechanicsburg, PA 17055-5506 Dear Client: Name of Deceased: SSN: Account Registration: Account Number: Date of Death: Date of Valuation: Thearl I. Stricker 178-16-2640 Thearl I Stricker, single account, estab. 7/15/02 851-10760-1-3 08/09/04 08/09/04 Qty Description Value Per Item Total Value Accr Div 100 Rite Aid stock $ 4.585 $ 458.50 $ .00 The values were obtained from an outside historical pricing service and while we believe that they are reliable, we do not guarantee their accuracy. Respectfully, Peter B. Arnold Investment Representative MEMBERS REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 12873 -00 01/12/1972 $55,559.83 $12.13 $55,571.96 Bonnie L. Zink 07/19/2001 12873 -11 12/31/1979 $414.69 $.00 $414.69 Bonnie L. Zink 07/19/2001 12873 -05 07/19/2001 $37,020.18 $9.66 $37,029.84 Bonnie L. Zink 07/19/2001 I~BERS lS~EDERAL CREDIT UNION Insurance Services Supervisor September 30, 2004 Estate of: THEARL I. STRICKER Date of Death: 08~09/2004 Social Security Number: 178-16-2640 5000 Louise Drive · PO. Box 40 · Mechanicsburg, Pennsylva~ia 17055 · (717) 697-1161 · www. memberslst.org COMMONWEALTH OF PENNSYLVANIA DEPARTMENT O? REVENUE RECEIVED FROM: FLOWER THOMAS E 2109 MARKET STREET CAMP HILL, PA 17011 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-961 NO. CD OO4523 told ESTATE INFORMATION: SSN: 178-16-2640 FILE NUMBER: 2104- 0950 DECEDENT NAME: STRICKER THEARL I DATE OF PAYMENT: 10/21/2004 POSTMARK DATE: 10/20/2004 COUNTY: CUMBERLAND DATE OF DEATH: 08/09/2004 ACN ASSESSMENT CONTROL NUMBER 101 AMOUNT '$1,863.20 REMARKS: TOTAL AMOUNT PAID: $1,863.20 SEAL CHECK# 1331 INITIALS: dA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF [NDTV/DUAL TAXES INHERTTANCE TAX PO BOX 280601 HARRTSBURG, PA 171Z8-060! .ARK ¢T ~ CA~ HILL CUT ALONG TH/S LINE ~ PA 17011 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLONANCE OR DISALLONANCE OF DEDUCT/ONS AND ASSESSNENT OF TAX REV-1;¢i? EX AFP (09-Dq) DATE 12-ZO-Z00q ESTATE OF STRICKER THEARL DATE OF DEATH 08-09-200q FZLE NUNBER 21 0~-0950 COUNTY CUHBERLAND ACN 101 Aeoun~ Ram/~ed MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LOWER PORTION FOR YOUR RECORDS ~ m m m m m mmmmmmmmmmmNmmmmNmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmNmmm)mmmmmmmmm mmmmmmmmmmmmmm mm .... mm mmmmm mmmmm Nmmmm Nm N m mm N m REV-1547 EX AFP (01-03) NOTICE OF TNHERTTANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STRICKER THEARL FILE NO. 21 0q-0950 ACN 101 DATE 12-20-200q TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) 3. Closely Held S~ock/Par~nership In~aras~ (Schedule C) (3) ~. Nor~gages/No~es Receivable (ScheduZa D) $. Cash/Bank Deposi~s/Nisc. Personal Propar~y (Schedule E) (5) 6. Jointly O~nad Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To~al Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensas/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Dab~s/Hor~gaga Liabili(ies/Lians (Schedule I) (10) 11. To~al Deductions 12. Na~ Value of Tax Re~urn q58.50 .00 NOTE: To insure proper credi~ ~o your account, .00 sub.i~ ~he upper portion .00 of ~his form wi~h your .00 ~ax payean~. q6z508.Z5 .00 (8) 1,q5~.92 13. NOTE: q6,966.75 2,038.29 (~) 3. ~93.2] (~z) q3,q73.5q Charitable/Governmental Baquas~s; Non-elec~ad 9115 Trusts (Schedule J) (13) Ne~: Value of Es~a~e Sub~ac~ '~o Tax (1~) ]:f an assessment was issued previously, lines 14, 15 and/or 16, 17, reflect flgures that include the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amoun~ of Line lq a~ Spousal ra~e 16. Amoun~ of Line lq ~axabla a~ Lineal/Class A ra~a 17. Aaoun~ of Lina 1~ a~ Sibling ra~a 18. Aeoun~ of Line lq ~axabla a~ Collateral/Class B ra~a 19. Principal Tax Due TAX CREDITS: PAYNENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) 10-20-Z00~ CD00~525 97.82 .00 q3,q73.5q IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 18 and 19 (is), .00 x O0 = .00 (I6). q$,q73.Sq x Oq5= 1,956.$1 (~7). .00 x 12 = . O0 (~B), .00 x 15 = .00 (~9)= 1,956.$1 ANOUNT PAID 1,865.20 TOTAL TAX CREDIT I 1,961.02 BALANCE OF TAX DUEJ ~.TICR INTEREST AND PEN. .00 TOTAL DUE q.71CR ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT- (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THZS FORN FOR ZNSTRUCTIONS.)c~,~/_~