HomeMy WebLinkAbout11-16-12 1505610105
REV-1500 ex`°= ",(Ft>
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes ~~~~~~~ County Code Year File Number
INHERITANCE TAX RETURN
PO e0X 280601 }~ /}
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Harrisburg, PA 1']128-0601 RESIDENT DECEDENT {j
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ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
555-27-2214 11/05/2011 09/22/1957
Decedent's Last Name Suffix Decedent's First Name MI
Snoke Carrie
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Snoke Donald E
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
1so-s2-2oso REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
f~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death
Prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 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 TO:
Name Daytime Telephone Number
Anthony Stefanon (717) 761-6162
First Line of Address
1847 Center Street
Second Line of Address
City or Post Office
Camp Hill
State ZIP Code
PA 17011
REGISTER O LLS USE ONLK=~
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Correspondent's a-mail address: tOnyStetanOn@VeriZOn.net
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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 an lete. Declaration of preparer o er than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE P R ~ =ESPQTJ$i~w R FI RETURN ,~:T;~r` /~
ADDRL ! /~ G~ll nI~`i~~{~Y{~ ~ LA~~~ P~ /~3~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 J
V~'~~
J 1556117205
REV-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: CBrrle SnOi(@ 555-27-2214
RECAPITULATION
1. Real Estate (Schedule A) .......................................... ... 1. 0.00
2. Stocks and Bonds (Schedule B) .................................... ... 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00
4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 0.00
6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 0.00
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested..... ... 7. 0.00
8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 0.00
9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 3,029.94
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 4,431.40
11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 7,461.34
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. -7,461.34
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. 0.00
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. -7,461.34
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(12) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17
18. Amount of Line 14 taxable
at collateral rate X .15 18
19. TAX DUE .................................................... ..... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
150561205 1505610205
0.00
O
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REV-1500 EX (FI) Page 3
Decedent's Complete Address:
Flle Number
DECEDENT'S NAME
Carrie Snoke
STREETADDRESS
4225 Carlisle Road
__
CITY STATE ZIP
Gardners PA 17324
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
(1) 0.00
Total Credits (A + B) (2) 0.00
(3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 2l1 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) 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 life 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 wnsideration? ........................................................................................................ ...... ^
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)J.
Far 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 disclosure 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-1511 EX+ (10-09)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
ESTATE OF
FILE NUMBER
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1' Hollinger Funeral Home 2,957.44
B.
1
2.
3.
4.
5.
6.
7.
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
State ZIP
Attorney Fees:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
Claimant
Street Address
City State _
Relationship of Claimant to Decedent
Probate Fees
Accountant Fees:
Tax Return Preparer Fees:
ZIP
TOTAL (Also enter on Line 9, Recapitulation) I ~
If more space is needed, use additional sheets of paper of the same size.
72.50
3, 029.94
11-14-'12 11:22 FF30C1-Hollinger FH 717-486-3433 T-568 P0002/0002 F-982
nonmger runerai Home ~ crematory, inc. ,
S0/ N. BaM6rton Avenue, Yatad Holy 9pAnpi, PA 17066 (717MM,741i
TATE:ME OF FUNERAL QOODS AND 8ERVICE3 SELECTED
g~ ,hazer .l~wr:lecmd a mae zee requeed. 1[ we ae tequk^d try hw a by a «meOxY a a amrmn mm care nay
dii rot" -iyjirwe wu ~ a~se~a~n 'a~1pEv~n.~'m°~Muial~[f°~e ~~re ocpwe .rbY Y0A
For ate s.rvtae or: Canis spoke Date o, Navartdrer E, 201,
Qti,r ~ ; Donald E olw 4225 canrm lO4. .. C;a~dners PA
A. Ct1AltOL FOR 8ERYICEB SELEC7I:D:
hoNriaml SeMae
81YVioes d Funerd DirecEorl6bR.... .
EfndMnirg . .................. ....
Oarer preperatlmr d ooey
...............................
SUBTOTAL OF PIbDFlSSMNAt. SEF
Fer~hMe 8 Equlgrwrn
dw aex,'b
E .0.
S .a-
Cremation Um .....................i .a
tbnL
E ~
E ~
E ~
TDTAL AAEIpCFiAIIDYE 80.ECfSD ..... , ..... B 6 -0-
t ~
. 1 b
E ~
:~...... ~ ... A7 S 2.745.00
Uae d Saci~aYs and eaviwa Yor Spelal Chargae
~~9 (YsiaeewV~/ake) .............. a .a Fahrgrding d rsrrtekat to
~~ ottaG9Eks arW fvviteS for lrreneddta ~~ : ~
Furtetel Oerentotn .................... a ~ RaOakrat9 0!~rGnYmf fYpm ~
tte ettr~des ape serNaas tar Dheat Qlditetion 6 -0-
N4morwl Ssrvioa .......... . . . . . ...... a ~ rowel Noma
Uw dagi~erwa and eaMae for
Gesveside .................... a 4
OIMr caw of fadfdise
.... .. .... .......>< ~ D.
lUeFT07AL OF FAQt.ITII`lIEQl1E+aEefT ............ A2 E b
ArttorridAvlqurprore
Ve11iGe q t+4nWa' npmakfa b FYnpel H
Load ............................... E ~
hturae (CaHatt COYJI)
Local .........................
li,ie
ssie ...... S ~
u
Lawl ......................... ....... s b
FemEy Car
tan.t ......................... .......: ~a
fbaar nr a Hord dhipoahion
LaoeL ........................ ....... S ~
Lad wdgeipy
Leo-t ......................... ...... 6 ~
Csr for pd6eara4a
land ................... ...... ...... R 4}
out atown aaroperbEen ......... ..... s"-"..~
E ~
a ~
9lp.TOTAL 6F AU70aeD7,VE EOttMYlIK...... , .. , .ASS ~
TOTAL OF PROFgSIOUit~ s[t[vtt~,
FAC4Jfi1t~ AND AllIOYOTIVE
Et~11P111/f.,.~........~~~... ...,..~,.~..,~.... A f 2745.00
& t7tAac6~.4 FOR YHlCMANDISE
Casket ..............................E .p.
(6onl CiskRf
Outs Rsaeptac4 .... . ................. 6 ~
(Daerxk4ionl Ouler Cornairor
Oulu 61W1aarltaarsr . ....... ..........._ ~4
(Daiali{IaonlAllEn~ Cordaner
.................................. : -o-
tsemanai faders ..................... E ~
........................... a ~
................................... s -0.
.............................. .. f ~
.............................. .. f ~
S .A
st1B~T'DTAL DF srBCwL t~iARGeB ......... , c ET_$
CASH ADVAMClD:
O
enin
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.
........... .. ...
Cwmelry fquiprnlM ............. . s
.. E ~
9El/'fINEt ..................... .. ~._ _ 47.11
rATR1OT4VElN3 ................ .. E -0-
Out atTOrwr Newspaper .......... ..E ¢
CttrOy Hterorarhm ....... . . . .... .. s s6.o9
CertYled Caplan of Dads GN9eeus .. = 90.00
Fwwsre ....................... .. E b
Fiavreis ....................... .. S _, 4
Nsdldan ....................... .. f -0-
odt.c ......................... . s a
oorordtEAutlrortrition ........... .. s 26.00
ddrmg ........................ .. E ~
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6 ~
9 ~
f ~
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wwror~v~.oFAwA~ ...... ............09 z,2w4
~+ a~vir~ar`~ "abtainiry:
SUYSaARY OF CI,AROE9:
A. PraAnamnel SeNaas, Far•1iBa arM
Equgrwnt and Aulatrdire
Equipment ....................... i 2.746.00
B. Nkadiandte ......................s -0-
C. SpetiY CMpas ................... >v ~
D. Cash Adveraes ...................i 212.41
TOTAL OF ALL SY.~TIOMB ................. ! 2967.41
PAD AT TEME OF Oat PfCON TO
ARRAMGFJAENTS ........................... ! 3,5.00
AB~ALNASNC~Ee DUE ............................. a 2.61244
Aran t.M.cm~esyaaeerrta7 6a.. f6. u,u~.er
ear olEtt amm kma dwvt rv ~~ fu~Y~'mad bdmv.
(seer) //- [-- dd//
(PurUtesar~ )
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(Ptst3rasar) A-ioerteed irgetd'1
RECEIPT_FOR_PAYMENT
GLENDA FARNER STRASBAUGH Receipt Date: 11/29/2011
Cumberland County - Register Of Wills Receipt Time: 10:42:27
One Courthouse Square Receipt No.: 1067888
Carlisle, PA 17013
SNOKE CARRIE
Estate File No.: 2011-01269
Paid By Remarks: ANTHONY STEFANON
HEA
------------------------ Receipt Distribution
Fee/Tax Description Payment Amount Payee Name
PET LTRS ADM OTHER 20.00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 24.00 CUMBERLAND COUNTY GENERAL FUN
JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D
AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN
Check# 6561 ----------------
$72.50
Total Received......... $72.50
REV-1512 EX+ (12-08)
j i~ Pennsylvania SCHEDULE I
~y DEPAflTMENTOEREVENUE DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
If more space is needed, insert additional sheets of the same size.
COMMONWEALTH OF PENNSYLVANIA
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NOTICE OF CLAIM
In Re: The Estate of: Court File No: 2011-01269
CARRIE SNOKE
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DIVISION: Notice of claim by
creditor, Pursuant to Section 3532(b)(2) of the Probate, Estates, and Fiduciaries
Code, 20 PA.C.S.A. §3532(b)(2).
1) Claimant's name: creditor(s) listed on attached claim detail
2) Claimant's address: C/O DCM SERVICES LLC, 4150 OLSON MEM HWY #200
MINNEAPOLIS, MN 55422
3) Creditor listed below is the owner and holder of a claim in the amount of
$ 4,431.40
4) The facts upon which this claim is based is an account for credit evidenced by
the attached Affidavit of Account Stated.
See attached claim detail for claim basis and/or supporting Affidavit
statement
5) Decedent's address:
6) Date of Death: 11/5/2011
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by
On behalf of the claimant, I do solemnly declare and affirm under the penalties of
perjury that they Information and representations a herein are true and correct
to the best of my knowledge, i rm 'on and b ief.
~;ia?ani~: r~. f;;dston
a
Dated: I ~Q~~ ~ i~r a„ :'e,~1 R;:~resentativr
Claimant
Written notice of claim was given to Personal Representative and/or his/he counsel
as stated below:
ANTHONY STEFANON
Name
1847 CENTER ST
Address
CAMP HILL, PA 170111703
City/State/Zip ;)~•I, ;~ ~ ~~9~
Date notice mailed
This "Backer" must be used in Montgomery, Luzerne & Allegheny Counties
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Line 1 -Account No
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Line 3 -Balance
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CLAIM DETAIL
IN RE ESTATE OF: CABBIE SNOKE
Claim detail is as follows:
***********1474
CITIFINANCIAL INC. NETWORK PERSONAL LOAN
$4,431.40
Case Number:
2011-01269
PF Reference No:
CL413682
THE DECEDENT PURCHASED GOODS AND/OR SERVICES IN THE AMOUNT OF
$4,431.40, EVIDENCED BY ACCOUNT NUMBER ***********1474.
Claim Balance: $ 4,431.40
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ANTHONY
STEFANON
ATTORNEYS
Anth~~nv SteY<~non
iUSTlfI StPlclllOfl
November 15, 2012
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Carrie Snoke, Deceased
Date of Death: 11/05/2011
File No.: 2111-1269
18 }i (~E~nttr Strc~~1
Came Hill
Prnns~lvania 17011-I ~Oi
InIlCSI('laflOll~°'vPfiLUll.ll('t
~Uti~lll_til'd 11011 ~~"Vd~lnO.(()Ill
~l~1t 111 ('. ;'1'.'x)1 .~~1 ~))
Dear Ms. Strasbaugh:
Enclosed for filing in the above-captioned matter are two (2) copies
of the Inheritance Tax Return for the above referenced estate. I am
enclosing a third copy of the return which I would request that you clock-in
and return to me in the enclosed envelope.
The estate has no assets, and no inheritance tax is due. Please
contact this office if you have any questions regarding this return.
I am enclosing my check in the amount of $15.00 for your requested
filing fee.
AS/kr
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