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Home My WebLink About11-14-12 (3)1505610143 '-'~ ~ EX (01-10) REV 1500 PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes oE..a*ae eras asvewe county cme veer PO 80X.280601 File Number Harrisburg, PA 17128-0601 INHERITANCE TAX RETURN 21 12 0930 ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT Social Security Number Date of Death 1 Date of Birth 08 17 2012 07 24 1913 Decedent's Last Name COLDREN Suffix Decedent's First Name MI MARGARET (If Applicable) Enter Surviving Spouse's Information Below E Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICAT E WITH THE REGISTER OF WILLS FIL L IN APPROPRIATE OVALS BELOW .n 1. Original Return 2. Supplemental Return ~ 3 Remainde R . r eturn (date of death prior to 12-13-a2) ~ 4 Limit tl E . e s[ate I~ J JJ 4a. F"tura Interest Compromise r- (date or death deer 72-12-82) ~ 5. Fetleral Estate Tax Return Requiretl I ~ 6 Decetlent Dietl T X estate (Atlach Copy or Will) ~ 7. Decdeem Mein netl a Living Trust 0 (Attach covv o~~rusq __ e. Total Number of Safe Deposit Boxes 9 Liti ti ~ . ga .J on Proceeds Receivetl ip spouselfCv4rt Credit date of tleetn ~ b9Mreen 12-Ji ~]1 and 1<-1-95) ~ 71 Election t t . o ax untler Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED ALL C . Name ORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECT ROB BLEECHER ESQ Daytime Telephone Number ~..~ ED TO' 717 69109 ,,; xr .T ~..-. ~ REGISTER O~.I;S USE ORLY . _,, t ~ { `t -~ First line of address ~ ~ ~. F U . ' ~ ri-~ i 1205 MANOR DRIVE ~`-' a = z r; '~~; i:, 3 Second line of adtlress C ~"-~ -: i _ C`> i ~ SUITE 200 ~ _ .TI n~i oD City or Post Office State ZIP Code DATE FILED MECFiANICSBURG PA 17055 correspondenYS e-mail address: rbleecher@pechtlaw.com lJnder penalties of perjury, 1 deGare that I have examinetl this return, inclutling accompanying schetlules and statements, and to Ne best of my knowl f is true, correct and complete. Declaregon of preparer other than the personal representative ie b BIGNATUR 0 PER d d e ase ge antl beli SON RE$pONgIgLE F RTItING RETURN on all informatlon of which preparer has any knowledge. ef, IDORESS Donald L. Coldren / ~//3/f..2 L. stile 1 1505610143 1505610143 J 1505610243 REV-1500 EX DeCBtlen''~"ema Coldren, Margaret E Decedent's Social Security Number _ 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 & Notes Receivable (Schedule D) .......... .............................................. 4. 5~ Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 13 573 40 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested , . ............ 7. Inter-Vivos Transfers & Miscellaneous t~oq-Probate Property (Schedule G) 8, 4 6 , 423 , 0 7 a Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1-7) ...... ............................................................... ---- 8. 59, 996.47 9. Funeral Expenses & Administrative Costs (Schedule N) _ ....................................... g, 4,895.25 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10 ............... , 447.34 11. Total Deductions (total Lines 9 & 10) ................... ................................................ 11. 5,342.59 12. Net Value of Estate (Line 8 minus Line 11) ................ ................ . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 54 , 653.88 an election to tax has not been made (Schedule J) .. ............................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........ ................... 1a. 54,653.88 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 . 0 - 00 17. at lineal ratex .045 54 , 653.88 Amount of Line 14 taxable 1s. 2 , 459.42 1 at sibling rate X .12 0.00 17. 0 00 8. Amount of Line 14 taxable . at collateral rate X .15 0.00 18. 0.00 19. TaxDUe ................ ................................................................................................. . 19. 2,459.42 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ I_ Side 2 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0930 DECEDENT'S NAME _ Coldren, Margaret E STREETADDRESS _ 1102 Cocklin Street CITY -_- ___. Mechanicsburg STATE PA ZIP -- 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments (1) _ _ 2,459.42 A. Prior Payments B. Discount 118.10 Total Credits (A + g) (2) _ 118.10 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 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) _ 2,341.32 Make Check Pa able 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: a. retain the use or income of the property transferred :................................ b retain th Yea No . e right to designate who shall use the property transferred or its income; c retai ..._ ............................. . n a reversionary interest; or .......... x .................................... d. receive the promise for life of either payments, benefds or care?............_ 2. If death occurred after December 12 .................. 1982 did d ~~ ^ x x , , ecedent transfer property within one year of death without receiving adequate consideration?....... .... .................................. 3. Did decedent own an "in trust for" or payable upon de th b 4. Did decedent own an Individual Retirement Account, annuity oraother non-probate property which ath?....._ ` x 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 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 tloes 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 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 percent [72 P.S. §9116 (a) (1.3)]. A sibling 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 EXt (6-9a) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN RE810ENTOECEDENT SCIiEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF _ Coldren Margaret E FILE NUMBER 21-12-0930 Indutle the proveds of litigation antl the tlete the prooaetls ware revived by the estate. All property jointly-owned wiM Ma fight of survivorship must be disclosed on s h d l c e u e F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 M & T Bank -Checking Account OF DEATH 9,491.88 2 M 8 T Bank -Checking Account 2,381.95 3 Pennsylvania State Employees Retirement System -Refund 129.57 4 The Ecumenical Community -Resident Refund 740.00 5 Furniture -Values provided by Cordier Antiques 265.00 6 UeWelrY - Appreised by Mumma's Jewely Store, Mechanicsburg, PA 565.00 TOTAL (Also enter on Line 5 Recapitulation) I 13 573 40 (If more space s needed add t anal pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) ESTATE OF SCIiEDULE F JOINTLY-OWNED PROPERTY SURVIVING JOINT TENANT(S) NAME A. Donald L Coldren B. C. Revd6gg E%t (6-eg) COMMONWEFLTM Of PENNSYLVANIA INHERITANCE Tq%gETURN RESIDENT DECEDENT °A. ADDRESS 1102 Cocklin Street Mechanicsburg, PA 17055 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT DATE INCLUDE NAME OFDFl gNRIaPTNON OFGNRODPE~NK ACCOUNT TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. 1 A Edward Jones -Account No.: 851-11731-1-7 2 US Savings Bond - Series I - V0023450901 3 US Savings Bond - Series I - V0024556041 .E NUMBER !1-12-0930 ;heEula G. RELATIONSHIP TO DECEDENT won = OF DEATH % OF DECD'S DATE OF DEATH E OF ASSE INTEREST DECEDENT'S INTEREST 69.044.13 50.000% 34,522.07 7,934.00 50.000% 3,967.00 15,868.00 50.000% 7,934.00 TOTAL (Also enter on Line 6, Recapitulation) 46 423 07 nr __ _ Copyright (c) 2002 form software only The Lackner Group, Inc. u, aaartlonal pages Df the same size) Form Pq-7500 Schedule F (Rev. 6-98) REV-1751 Ex~ (10-06) SCHEDULE H com~+~s"d~"ni5`o Y VANIA FUNERAL EXPENSES 8r ADMINISTRATIVE COSTS ESTATE OF Coldren, Mar aret E Debts of decedent must be reported on Schedule I. ITEM NLJMRFR DESCRIPTION A. FUNERAL EXPENSES: See continuation schedule(s) attached FILE NUMBER 21-12-0930 AMOUNT 943.60 B• ADMINISTRATIVE COSTS: ~ ~ Personal Representative's Commissions Name of Personal Representative(s) Donald L. Coldren Street Address 1102 Cocklin Street city Mechanicsburg state PA Zip 17055 Year(s) Commission paid ~~ ~_ 2. Attorney's Fees P@Cht & ASSOCIat@S, PC 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address aty State Zip Relationship of Claimant to Decedent 4. Probate Fees 5~ Accountant's Fees 6. Tax Return Preparer's Fees ~~ Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 1,500.00 2,000.00 451.45 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA_1500 Schedule H (Rev. 10-06) Rav-1512 EE+ (12-09) SCHEDULE 1 DEBTS OF DECEDENT, CDMMDNwEALTH DERENNSY~yANIA MORTGAGE LIABILITIES, & LIENS INHERITANCE TAx RETDRN ftE51DENT DECEDENT ESTATE OF Coldren, Mar aret E FILE NUMBER 21-12-0930 Report tlebta Incumtl by Me tlacetlam prior to tleath that remel,retl unpaltl e<Me data of tleath, inclutling unreimbunatl metlical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE 1 Diamond Pharmacy -Medication OF DEATH 66.38 2 East Pennsboro Ambulance Service 270.96 3 Family Practice Center, PC -Medical Care 40.00 4 James R. Harty, MD, PC -Medical Care 20.00 5 Mumma's Jewelry Store -Estate appraisal fee 50.00 TOTAL (Also enter on Line 10, Recapitulation) 447.34 (If more space is needed, atltlitional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form Pq-1500 Schedule 1 (Rev. 12-08)