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Home My WebLink About12-05-12 (3) 1505610143 J REV-7 500 Ex(°2 "' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code vear File Number Bureau of Individual Taxes of°°"'"""`°`"EVE"°` PO 60X.280601 INHERITANCE TAX RETURN 21 12 0573 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 317 20 7790 03 12 2012 03 29 1927 Decedent's Last Name Suffix Decedent's First Name MI KRANTZ RITA H (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 IN APPROPRIATE OVALS BELOW ~X 1. Original Return J ~ 2. Supplemental Return ~ 3. Remainder Retu) (Date of Death Prior to 12-13-82 rr 4 Limited Estate r L~ qa Fuwre Interest Compromise ~ ] 5. Federal Estate Tax Return Required . I___~ (date of death aker 12-12-82) ' 8 Decedent Died Testate ~ ~~ (Atiaon c py poi T Sd)a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) r-~ 9. Litigation Proceeds Received ~ 10. S ousal Poverty Creditl(Date of Death ~ 11.Election to tax under Sec. 9113(A) b~tween 12-31 91 and -1-95) (Attach Schedule 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number LINDA J OLSEN ESQ 71~ 540 4~2 ~ First Line of Address 2000 LINGLESTOWN RD Second Line of Address SUITE 202 City or Post Office HARRISBURG N R~S~R OF W~S U82 QgLY mz~ ~ cn~ ~ c7 .. iii ~ m n, ~ ~ ' 1 ~ c.n ~f '~ .. ° ~~ p' n ~ p ~ "C7 'yt 'rS :~ ~ -^t~ ~ .. r ~Y7 f~ C:- .u ~ _~ ~ ~ r~ _ rn j > a7 DATE €1LED { ,~ State ZIP Code PA 17110 Correspondent's a-mail address: 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 and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge. Maretta K Schmidt ADDRESS 950 Donmar Drive, Dauphin, PA 170' SIGNATVIREAF PREPARER QTHER j{-IAN REPRESENTATIVE ~ld~/a- DATE 2000 Linglestown Rd. ,Harrisburg, PA 17110 Side 1 1505610143 1505610143 J .~y ° `.1 _J 1505610243 REV-1500 EX Decedent's Social Security Number Deceaenrs Name. Krantz, Rita Helene 317 20 7790 RECAPITULATION 1. Real Estate (Schedule A)--__ ...........................................__...........__....___......... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 333.60 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. 1 O 9 , 740.43 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous t~oq-Probate Property (Schedule G) a Separate Billing Requested............ 7. 230 , 013.07 g. Total Gross Assets (total Lines 1 through 7) ....................................................... . g. 340 , O87 . lO 9. Funeral Expenses and Administrative Costs (Schedule H) ................................... . 9. 14 , 199.04 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........................... . 10. 4 , 946.78 11. Total Deductions (total Lines 9 and 10) ............................................................... . 11. 19 , 145.82 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 32O , 941.28 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 12 minus Line 13) .............................................. . 14. 320 , 941.28 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15. 0.00 (a)(1.2) X .00 16. Amount of Line l4 taxable 320,941.28 1s. 14,442.36 at lineal rate X .045 17. Amount of Line 14 taxable 0.00 17. O . O O at sibling rate X .12 18. Amount of Line 14 taxable 0 - O 0 18. O . OO at collateral rate X .15 19. TAX DUE ............................................................................................................... . 19. Z4 , 442.36 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 J Rev-1508 EX+(11-10) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETVRN RESIDENT pECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ( FILE NUMBER Krantz, Rita Helene 21-12-0573 Include the proceeds of litigation antl the date the proceeds were receivetl by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Refund - Genworth Longterm Care Insurance premium 800.00 2 Refund - Highmark Medicare Services -payment 137.76 3 Refund -IRS 2011 personal income tax 3,877.00 4 Refund - PA DOR 2011 personal income tax 750.00 5 Belco Community Credit Union Acct. #18110 - S1 996.19 6 Belco Community Credit Union Acct. #18110 - S5 16,333.07 7 Belco Community Credit Union Certificate # 1000(59131) 6,413.65 S Citizens Bank Cking. Act. #6100690059 78,476.52 9 Citizens Bank MM Act. # 6225658444 1,956.24 TOTAL (Also enter on Line 5, Recapitulation) I 109,740.43 (If more space is needed, additional pages of the same size) Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 11-10) Rev-1510 EX+ (09-08) SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Krantz Rita Helene 21-12-0573 This schedule must be completed and tiled if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OFtTRANSFERSATTACH A CO P OF THE DEIED ~OR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST ( EXCLUSION IF APPLICABLE) TAXABLE VALUE 1 Verizon Savings Plan - Fidelity Investments - 112,488.04 100.000% 112,488.04 Beneficiaries are decedent's daughters - Maretta Schmidt and Gina Krantz 2 Edward Jones -Acct. #616-18386-1-7 -Rita H. Krantz 117,525.03 100.000% 117,525.03 Irv. Inc. Only Trust - Maretta TTEE -Beneficiaries of the Trust are decedent's children, Maretta K. Schmidt and Gina Krantz TOTAL (Also enter on Line 7, Recapitulation) I 230,013.07 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. OS-09) REV-1151 Ex. (10-09) COMMNHERITANCE TAX RETURN ANIA RESIDENTT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Krantz. Rita Helene 21-12-0573 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) 5,896.27 Street Address City State ZiD Year(s) Commission Paid Z. Attorney's Fees Hazen Elder Law 6,400.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ZiD Relationshio of Claimant to Decedent 4. Probate Fees Register of Wills 313.50 5. Accountant's Fees Hamilton and Musser Taxes 348.75 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1,240.52 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 14,199.04 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Krantz. Rita Helene 21-12-0573 ITEM AMOUNT NUMBER DESCRIPTION Funeral EX en nses 1 Auer Cremation Services 899'27 2 Rolling Green Cemetery 4,997.00 H-A 5,898.27 Other Administrative Costs 3 Hazen Elder Law -disbursements 8.80 4 The Storage Depot North 419112-10/10/12 -storage of personalty 1,231.72 H-B7 1,240.52 Copyright (c) 2002 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-Oel COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF (FILE NUMBER Krantz Rita Helene 21-12-0573 Report tlebts incurred by the decedent prior to death that remained unpaid at the tlate of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Citizens Bank -personal checking account -fee for new checks 28.00 2 Community Life Team EMS 151.83 3 Home Instead Senior Care -payment made before death; cleared checking account after 119.70 death 4 Lower Allen EMS 71.65 5 The Storage Depot North 3/8/12 -storage of personalty -payment made before death; 175.96 cleared checking account after death 6 The Woods at Cedar Run - NH -payment made before death; cleared checking account after 4,199.32 death 7 West Shore EMS 200.32 TOTAL (Also enter on Line 10, Recapitulation) I 4,946.78 (If more space is needed, additional pages of the same size) Copyright (c) 2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV-'1513 EX+ (Ot-10) COMINOR _ EN T D CEDEN~RN ANIA SCHEDULE) BENEFICIARIES ESTATE OF FILE NUMBER Krantz- Rita Helene 91_19_A~7~ NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) D Not is Tru tee s I• TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Gina Krantz Child One half of PO Box 338 residue. Manalapan, NJ 07726 Marotta Krantz Schmidt Child One half of 950 Donmar Dr. residue. Dauphin, PA 17018 Total Enter dollar amounts for distributions shown above on lines 1 5 throu h 18 on Rev 150 0 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL bISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 01-10) Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2012 Page 1 of 1 Total price Totai Value Total Interest YTD Interest $100.00 $333.60 $233.60 $0.00 Bonds: i-1 of 1 Issue Next Final Issue Interest Serial # Series Denom pate Accrual Maturity Price Interest Rate Value Note R38197429EE EE $200. 06/1987 06/2012 06/2017 $100.00: $233.60 4.00% X333.60' Totals for 1 Bonds 100.00 233.60 333.60 Notes NI Not Issued NE Not eligible for payment PS 4Includes 3 month interest penalty MA 'Matured and not earnin interest httn•//www trPa~nrvriirect anvlRf /CR("Prira 4/9/2n12 LOPY .~` '~ June 22, 2012 HAZEN ELDER LAW 2000 LINGLESTOWN RD STE 202 HARRISBURG PA 17110 Estate of RITA H KRANTZ Date of Death: Mar 12, 2012 SSN: 317-20-7790 Dear Sir/Madam: One Citizens Drive ROP112 Riverside, RI 02915 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. Per your request neither account on the worksheet changed ownership within one year prior to date of death. For Installment Loans or Line of Credit accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 877-579-2667 option 2. Sincerely, ;' ~ `~'~ /~~~ nit ~- Lisa Drainville Decedent Account Processing REF#:549663 ~~ Account Number 6100690059 Account Title RITA H KRANTZ Date O ened 6/6/1966 Account T e Checkin Princi al Balance as of DOD $78473.86 Interest from Last Postin to DOD $2.66 Account Balance as of DOD $78476.52 YTD Interest to DOD $6.30 F r 'Sl Q.. `~~ °~ r, u ~: Accow Numher Account Title Date O ened Account T e Prulci al Balance as of DOD Interest from Last Postin to DOD Account Balance as of DOD YTD Interest to DOD 6 522 658444 gITA H KRANTZ 11/13/2~~~_ $19~ 56.1Q $ .1J $19_5624 $ .33 JUN-12-2012 TUE 01 48 PM BELCO HANOVER 717 720 6455 P, 01 ~ ~~L~O COMMr1NlIY CREDT'T' UN1ON Hazen Elder Law 2000 T.inglestowll Road Suite 202 Harrisburg, Pa. 17110 June 12, 2012 Re: l;state of Rita Helen Krantz, AKA Rita Kraut S. S. 317-20-7790 Attention: Corrine Here is the information for the above referenced account. if you need any further information, please call me at (717-720-6414). Sincerely, Yvonne J e 'l" 1I1FU1C6 1)e17aTt1]1Cllt JUN-12-2012 TUE 01 48 PM BELCO HRNOVER 717 720 6455 P. 02 1. Name(s) in which the account was held: DECEDENT ESTATE INFORMATION(On Date of Death) R1TA KRANTZ 2. Account number: 16110 3. Balance as of data of death: $17,309.01 Balance Accrued Dividends YTD Dividends Opened Regular SavingE 51 $884.46 $1.73 $2.14 5/12/1958 Holiday Club S2 Money Market: S6 Checking: S4 IRA : S5 $16,314.55 $18.52 $51.95 2/19/1896 Certificates: Balance Accrued Divid®nds Certficate Numbor YTD Dividends $6,411.21 $2.44 S1000(59131) $4.96 4. Date the account was initiated: L'~ ~^ O2l (y-t r~I.,GIt,.. ~ p~ 7Jq~L ~~~" 3~~.G~ ~~ 5. Name(s)1n which Safe Deposit Boz was held: ~~ 6. Date the box was initially rented: -~" 7. Branch address at which the box is located: `~ 8. Loan Information: Balance Accrued Interest Par Diom Int A. Unsecured Loans: ==^< Li a Classic Visa Card B. Secured Loans: C. Mortgage Loans' $ $ g $ 9~ ~~ S $ $ 9, Miscellaneous: __ 06/05/2012 14:27 John M pesanto Jr F'inanclal Advisor 8778037717 Marietta Hazen, Esq. 2000 Linglestown Road Suite 202 Harrisburg, PA i 7110-9347 Dear Marielle: EDWARD JONES 2tXj0 Ll»gteetown Rd Ste 102 Hsrrtsburg, PA 17110 Bus. 717-871-9835 PAGE 02/04 Edward Jones MAIrlN6 $£NSE OF INYESr1N~ Juno 5, 2(117 Per Your request, l am writing to provide valuation for the following securities belonging to Rita h. Krantz, now deceased. Name of Deceased: Last 4 digits of SSN: Account Registration: Account Number: Date of Death: Data of Valuation: Rita ri. Krantz 7790 Maretta K. SchmidtTfEE U/A 08l05l20t0 61 8--1 8388-1-7 March i2, 2012 Juno 05, 2012 Qty Description Yslue P®r (Kelm Tataf Value Accr Div (`mun!) 190.2175 ATT $31.38 $5968.032 0 337.36244 Verizon $39.27 $13248.232 0 7174. Cash $1.00 $7174.34 0 8247.369 lord Abbett Nat Tax area $11.05 $91133.427 0 l7ie valued tilted are A6 or AAttrch 12, 2012, tho day that Alta H Krantz passed Awtly. The values were obtained from en outside historical pricing service, and while we believe that they are reliable, we do not guarantee their accuracy. please let us know iP you need any other information or assistance. est regards, www.edwardjorles:com Print This Page Verizon Savings Plan for Management Employees RITA KRANTZ C/O MARETTA K. SCHMIDT 950 DONMAR DRIVE DAUPHIN, PA 17018-0000 Retirement Savings Statement ~ Customer Service: (888) 457-9333 Fidelity Investments Institutional Operations Company, Inc. 82 Devonshire Street Boston, MA 02109 Your Account Summary Statement Period: 03/12/2012 to 03/12/2012 Beginning Balance ;312,259.82 Change in Account Value $228.22 Ending Balance #132,488.04 Ad d itiona I Information Vested Balance $S1Z,488.04 Your Personal Rate of Return This Period 0.2% Your Personal Rate of Return is calculated with atime-weighted formula, widely used by financial analysts to calculate investment earnings. It reflects the results of your investment selections as well as any activity in the plan account(s) shown. There are other Personal Rate of Return formulas used that may yield different results. Remember that past performance is no guarantee of future results. Your Asset Allocation Statement Period: 03/12/2012 to 03/12/2012