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Home My WebLink About11-30-12,~ J 1505610105 REV-1500 I x `°'-"' fFt, OFFICIAL USE ONLY PA Department of Revenue pennsylvanta County Code Year File Number Bureau of Individual Taxes ,...~~.. INHERITANCE TAX RETURN PO BOX a8o6ot RESIDENT DECEDENT ~ ~~ (/J ~ ~1 Harnsburg PA 29tz8 o6ot ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 9 05/08/2012 01/15/1920 Suffix Decedent's First Name MI Decedent's Last Name Holland Edna M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Sufiz Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST 8E FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Remainder Return (Date of Death O 3 O 1. Original Return OIIO . 2. Supplemental Return 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. Decadent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ation Proceeds Received O Liti O 9 (Attach Copy of TrusC.) r Sec. 9113(A) 10. Spousal Poverty Credit (Date of Death O 11. A O g . ) ttach Schedule Between 12-31-91 and 1-i-95) ECTED TO: CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAx B R T mbe Telephone N Daytl me Name Lisa Marie Coyne, Esq. (717) 737-0464 REGISTER OF WILLS USE ONLY ran c:. First Line of Address ~ ^' c o ~ m Coyne & Coyne, P.C. ~ ~ ~: Q' - in . o c_ ~ r Second Line of Address C.~ y tr o ~ ~ ~ 3901 Market Street ~n ~ ~ DATarFtLED a State City or Post Office 21P Code f7 C7 ~ -vy Camp Hill PA ~ 17011 r~ ,.~ I_, ~ _T n . =~ '--' ~ r- ~ r Y' uT ~ Correspondent's a-mail address: ._L. Under penalties of penury, I tleclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, sed on all information of which preparer has any knowledge. i b t ti a ve it is true, correct and complete. Declaration of preparer other loan the personal represen a s SIGNATURE PERSON RESPONSIBLE FOR FILING TURN DATE ADDRESS V Mary O'Donnell 3E Round Ridge Road, Mechanicsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J J 150561E205 REV-1500 EX (FI) oeceaenrs Name: Edna M. Holland 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 and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. B. Total Gross Assets (total Lines 1 through 7) 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. Decedent's Social Security Number 0.00 2,166.36 0.00 0.00 0.00 0.00 0.00 2,166.36 280.00 0.00 280.00 1.886.36 0.00 1,886.36 TAX CALCULATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. (a)(1.2) X .0_ 16. Amount of Line 14 taxable 1 886.36 16 , at lineal rate X .0 45 . 17. Amount of Line 14 taxable 17 at sibling rate X .12 18. Amount of Line 14 taxable 18. at collateral rate X .15 19. ....................................................... TAX DUE .. 19' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610205 Side 2 84.89 84.89 O 1505610205 REV-1500 EX (Fp Page 3 Decedent's Complete Address: Edna M. Holland 3E Round Ridge Road Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments __ __ -_. _ ............. B. Discount ___ File Number _ _ __ _ -_ I STATE PA (1) Total Credits (A+ B) (2) _ ZIP 17055 84.89 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. (4) 0.00 Fill in oval on Page 2, Line 20 to request a refund. 84.89 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. ~ ~ ~~, , n~ ~ :~ ~~~; PLEASE ANSWER THEFOLLOWING 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 iransfer properly wiihln one year of death without receiving adequate considerafion? ......................................................................... 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? ....... ....... ^ 4. Did decedent awn an individual retirement account, annuity or other non-probate properly, which ..... ....... ^ wntains a benefciary 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. ,.. r , w. w:....E+: ~, ~ ~ - . ,~,~.>~ r. ~, ,~ ~ A, -,,~- .,- >. For dales 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 Jan. 1, 1995, the lax 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 Vansfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fling a tax return are still applicable even if the surviving spouse is the only benefciary. 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 pareni or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefciaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)J. • 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-t 503 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDNA M. HOLLAND SCHEDULE B STOCKS & BONDS FILE NUMBER 21-12-0614 ..... _,.. ~_.. _. _.._n......u....~~.~ tie d.adnaed on Schedule F. pf more space is neecec, msen auwue~m~ ~~~~_~~ ~• •~ ~~ ~~~•~- -•--~ nMPHn4 rro r ~ avlyslA-ar,aaPPa~ra gala aa~-aa~ sra~ ya a ~L lyaa~ -i~y>Eaa-at,€ ' ~~,,. - - ---- - - -- - - --- Search Web i ___. -....... _.. N`t S"7hK ticWS 850M1F.. -4Ptf, 1C~ r, I'JF'iFOLIC'; IX4+. 7V~ ~! G¢t QWlef '~. Finance Search Wed, Oct 31.2012. 6:27RN EDT- US. Markets closed Dow 10.06 % Nasdaq X0.36°/. 'Dr6""" PRU nF11gO[ fUM11a1lLC PrudentiaCl Financial, Inc. (PRU) - NvsE nda to Portfolio i Ike es 57.05 a0.25(0.44%~ 4OSPM EDT Historical Prices Set Dal¢ Range start Date: M9y~ ',6 2012 r>3. Jan 1, 2010 End D.te. May lu l ',8 2012 Prleee Date Opan High Low Close May 8, 2012 51.74 52.17 SO.BB 51.56 ` Dose price adjusted for tlividenda and splits. Download to Spreatlsheel Currencyin USD. r1 Deily V Weekly r-)Monthly ~.~ DlNdends Only Gat Hatarlnl Ptlua for: P First I Predous I Ne# I Last _. _.__.. Volume Pdj Close" 7,232,000 51.58 Firsl I Predous I NC# ~ Last Fffi-anew-Ikylaya IBI1J?\ aZnD r C-7h.~AZl1CAZaf~C~~EZl1C6[Q.,41~CtlZ~r n1O .. REV-1511 EXi (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Frina M Holland FILE NUM9ER 21-12-0614 Debts of decedent must be reported on Schedule I. ITEM _ _.. eerni iuT A. FUNERAL EXPENSES: 1. 2. 3. 4. 5. g. ADMINISTRATIVE COSTS: ~, Personal Representative's Commissions Name of Personal Representative(s) Social Secudty Number(s)IEIN Number of Personal Representative(s) Sheet Address City .State Year(s) Commission Paid: 2. Attorney Fees 3, Family Exempfion: (If decedent's address is not the same as claimant's, anach explanation) Claimant Sheet Address City State Relationship of Claimant to Decedent p, Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Filing Fee for Supplemental Tax Return a. StockBrakerCommission s. Postage--Overnight Mailing to. ff. Zip 200.00 Zip 15.00 50.00 15.00 TOTAL (Also enter on line 9, Recapitulation) I $ 280.00 (If more space is needed, insert additional sheets of the same size) SCNEDtlLE N FUNERAL EXPENSES & ADMINISTRATNE COSTS ~REV4513 EX+ (11-OS) ~ n. Pennsylvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE OF FILE NUMBER EDNA M. HOLLAND 21-12-0614 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).j 1. Mary O'Donnell Daughter 1/8 of residual 2. Ronald Holland Son 1/8 of residual 3. Damian Albano Grandson 1/8 of residual 4. Christopher Albano Grandson 1/8 of residual 5. Rhonda Holland Granddaughter 1/8 of residual 6. Sheila Fink Granddaughter 1/8 of residual 7. Michael Douglass Grandson 1/8 of residual 8. Diane Person Granddaughter 1/8 of residual ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN A80VE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, insert additional sheets of the same size. COYNE & COnvE, P.C. A PROFESSIONAL CORPORATION ATTORNEYS AT LAW Henry F. Coyne Lisa Marie Coyne 3901 Market Street Camp Hill, Pennsylvania 17011-4227 (717) 737-0464 Facsimile (717) 737-5161 tvtvw. coyneandcoyne.com November 27, 2012 Register of Wills Cumberland County Courthouse One Courthouse Squaze Cazlisle, PA 17013 Deaz Madam: Re: Estate of Edna M. Holland, Deceased No. 21-12-0614 We represent the Estate of the Late Edna M. Holland. Enclosed is an original and two (2) copies of a Supplemental Inheritance Tax Returns-for this Estate. Kindly docket the original and return to my office a "clocked-in" copy. Also enclosed aze two estate checks: the first is check no. 129 in the amount of $84.89 which represents the inheritance tax due per this Return and the second is estate check no. 128 in the amount of $15.00 which represents the filing fee for the Return. Kindly issue appropriate receipts for payments per enclosed checks. Thank you for your assistance. If you have any questions, please contact me. LMC/cmc Enel. Very truly yours, ~ o ,~ ~ ~a ~ ~ ~ m ;~ COYNE & COYNE, P.C. ~ y~ , ~ ~ c`o aa° ~ ~ zN~ ~ ~~ j..,~ ~ //° - _ x a c~ a ca ' // c~ o .° n c ~ +t n .,r , Lisa Mazie Coyne ~ =c ~- ~ __ A- - _c try ~ _.. m cc; Mary L. O'Donnell, Executrix ... li~--a w v= 4 I~ U N R ~ w v Z g¢o Y a `n V WYa 2 Q J W p~= Z F' !O d ~ ¢ m Q U p CLERK OF ORPHANS'CCURT CUMBERLAN: ,, 0 o ~ U ro sT+ O' M _ ~n ~ ~ O ~ ~ ~ U 7 O ~ ~ P.~ °` °' m L `~:~ `~ .a . . A °~' ~ ~ 9 ve rn .~ p ~.~cCU F.. w .. .., 7n c