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Home My WebLink About12-04-12 (2)I 15056041125 '~ REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year file Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 2aosol 2 1 1 2 9 3 1 Harrisbu , PA 17128-OS01 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 7 1 7 0 9 0 1 5 0 0 6 2 2 2 0 1 2 1 1 1 3 1 9 1 6 Decedent's Last Name K E C K Suffix Decedent's First Name T H O M A S MI E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI 0 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death priortc 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) ~ ^ 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number W I L L I A M A D D A M S Firm Name (If Applicable) A D D A M S L A W O F F I C E First line of address 4 3 W S O U T H S T Second line of address City or Post Office C A R L I S L E r.- ' RE~TER OF WIL4~LISE ~`~rj rnS~ n ~o ~ ys m ~ ` t~-1 ; rt CJ ~ "' x+ u' ip :r :n a~ i --n I r ~, -+~ 'Y1 ~ %`~DATEFIL~ t'~ t77 State ZIP Code --- ~ --~ - ---- ~ ~ --- vy o ~ , c.~ P A 1 7 0 1 3 w Correspondent's a-mail address: WaddamS d~2arthlink.flet 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. Decla lion of preparer other than the personal representatwe Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSO ft$It3LE FO I R DATE ADDRESS ~' - 43 W. South St Carlisle PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 15056091125 J Va~ r 9zTZ609SOST 9zTZ609SOST Z ap!S ^ 1N3WAVdt13n0 Nd j0 ONfld3a d ~JNI1S3f103a 3aV nOA dl lVAO 3H1 NI llld 'OZ ~~ ~ 0 8 L 6L ......... an0 xel 6l 0 0 0 81 0 0 0 54 X a;e~ lea;epoo;e algexe;q( awl;o;unowy 8; 0 0 0 G 6 0 0 0 Z l' X a;e~ 6upgls;e algexe; ql, aul~;o;unowy ~~ ~ 0 8 L s; C T Z b E L T sbo' X a;e~ leaull;e algexe;q~awl~o;unowy g~ 0 0 0 S l 0 0 0 O' X (Z l)(e) 9 L L6 'oag ~apun spa;sues; ~o 'a;e~ xe; lesnods ay;;e algexelVlaull;o;unowy g( S31V2i 319b'OllddV aOd SNOIlOn211SN1 33S' NOIlV1f1dW00 Xb'1 Z T T b ~ L T b~ .. ..... ..... .... (£l awl snww Zl aull) xel o33oafgng anle~~aN q~ £l (f alnpayog) apew uaaq;ou sey xe; o; uoi;oala ue yoiynn ~o; s;sn~l £ L L6 oag~s;sanbag le;uawwano0 pue alge;uey0 £; z T T b ~ L T Zl (l l awl snulw g awl) ale;s3;o anlen 3aN 'Zl 0 5 0 L 8 L L (Ol '8 6 scull le~o~) suogaopad leaol L L 0l ' ' (I alnpayog) suall 8 'saplllgell a6e6uoW ';uapaoaa;o s;qa0 p ~ 0 5 0 L H 6 (H alnpayog) s;so0 anger;siulwpy ~ sasuadx3 ~e~aund 6 z 9 Z Z Z 8 T 8 (L-l sau!l lelo;) s;asst' ssa0 lelol 8 L pa;sanbaa 6wpig a;e~edag ^ (J alnpayoS) RUadad a;egad-uoN snoauepaosly~ +g s~a~sue~l sonln-~a;ul 'L g ' ' ' pa;sanbaa 6w~119 a;e~edag ^ (~ alnpayog) (iJadad pauMO ~l;wof g z 9 T ~ z 8 Z 5 (3 alnpayog) /pado~d leuos~ad snoauepaoslW ~ s;lsoda0 ~lue8 'yse0 g V .. . ................... O alnpayoS) algenlaoab sa;oN 8 sa6e6uoW q £ (O ahPayoS) diys~o;audwd-clog ao dlys~auued 'uol;e~od~o0 plaH ~(lasol0 £ Z .. .. (8 alnPa4oS) spuo8 pue s>loolS 'Z ` ... .... (d alnPayoS) aleisa leab ~ NOI1Vlfllid`d~ 3a O S T O 6 0 L Z L x~Hx ~~ SKYIOHZ :aweNS,;uapaaa0 ~agwnN /;ynoag leloog s,;uapaoap X3 0051-h3a 9zTZ~o9sosT r REV-1500 EX Page 3 Deir•_edent's Complete Address: File Number 931 ---,--- DECEDENT'S NAME THOMAS E. KECK - --- _ __ - -- --- - STREETADDRESS Bent Creek Road CITY i STATE ZIP Mechanicsburg PA ' 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit - B. Prior Payments _ C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) $780.35 Total Credits (A + B +C) (2) $0.00 Total InterestlPenalty (D +E ) 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 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3) $0.00 (4) $0.00 (5) $780.35 (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (5B) $780.35 Make Check Payab/e to: REG/STER 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 : .................................................................. .... ^ X^ b. retain the right to designate who shall use the property transferred or its income : .......................... ..... ^ X ^ c. retain a reversionary interest or ........................................................................................... ..... ^ ^ X^ d. receive the promise for life of either payments, benefts or care? .................................................. ..... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................. " " ..... ^ ^ or payable upon death bank account or security at his or her death? .... intrust for 3. Did decedent own an ..... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................. ..... ^ ^X 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 January 1, 1995, the lax rate imposed on the net value of transfers to orfor the use of the surviving spouse is three (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 zero (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 twenty-one 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 zero (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 four and one-half (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 twelve (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-1508 EX + (6-95) • SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER THOMAS E. KECK 931 Include the proceeds of IitigaGon and the date the proceeds were received by the estate. All property Jolntlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. SOVEREIGN BANK -CHECKING ACCOUNT $18,211.62 ACCOUNT NUMBER 1151156744 TOTAL (Also enter on line 5, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) ~~---erei~~~ C'our[ Ordered Yrocessintr \ llecedents - MAl-MB3-02-10 - P. U. Boy 841005 - Boston. MA 02284 September 13, 2012 William A. Addams Attorney at Law 43 W. South St. Carlisle, PP. 17013 RE: Estate of Thomas E. Keck Date of Death: 06/22/2012 Dear Mr. Addams: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, ,~ ~~ ~.~,~i~~k~ Helen Alboth Lead Specialist 617-514-5189 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DF,ATH: Thomas E. Keck 717-09-0150 June 22, 2012 Account #: 1 1 5 1 1 56744 Type: Checking Open date: 11/8/2010 In the name of: Thomas Llmer Keck - (Charles WKeck-POA) Date of Death Balance: $18,211.62 Int.(YTD) from 1/1/2012 to 5/25/2012 $2.21 Accrued interest to date of death: $020 Other Info: Account #: 1991022174 Type: Checking Open date: 10/7/1999 In the name of: "Thomas F,lmer Keck or Hilda R Keck or Wanda GLeiby-(Charles WKeck-POA) Date of Death Balance: $0.00 Other Info: Account closed 02/07/2011 Account #: 2894080689 Type: Money Market Open date: 11/9/2010 In the name of: Thomas Elmcr Keck - (Wanda GLeiby-POA) llate of Death Balance: $0.00 Other Info: Account closed 01/25/2011 Page 1 of 1 REV-1511 EX+(12-99) ' SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER THOMAS E. KECK 931 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 8. 1 2. 3. 4 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees WILLIAM ADDAMS Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Stale _ Relationship of Claimant to Decedent Probate Fees GRANT OF LETTERS Accountants Fees Tax Return Preparers Fees FILE INHERITANCE TAX RETURN Zip Zip $750.00 $105.50 $15.00 TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER runnnnc c ~r=ru 931 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. THOMAS E. KECK II Lineal $5,280.37 3723 Mountour St, Harrisburg, PA 17111 2 TIMOTHY J. KECK Lineal $5,280.37 206 Beltline Dr, Norman, OK 73072 3. VERONICA KECK Lineal $5,280.38 664 W. Cedar St, Palmyra, PA 17078 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET -(. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~nur; (_i.. rreci Procc~~in~~ ~`, Uecedens ~A~:11 A•1 Lt ~-0 - ~ 0 - ?_ O. Boy 541 00_ - ZOS[Or,. ~1,A ir?3S4 September 13, 2012 William A. Addams Attorney at Law 43 1Td. South St. Sarfls!e, PP, 17013 KE: Estate of Thomas E. Keck Date of Death: 06/22/2012 Dear Mr. Addams: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in .he date of death balance. Pleas:: feel free to contact me if E can be or' any further assistance. Very truly yours, ~" "' ~y~ r ~' J~,"l Helen Alboth Lead Specialist ~1? 5i4-5189 E>TATE OF _ SOCIAL SECURITY ft: DATE OF DEATH: ~c~~~ereibn Kank Thomas i. Keck _ 717-09-0150 ,lone 2?. 2012 .Account #: 1151 ] X6744 Type: Checking _ Open date: 1 )/8/2010 In the name of: Thomas 1/Imer keck - (Charles WKeck-POA) Date of Death Balance: _ $18,211.62 Int.(YTD) from 1/]/2012 to 5/25(2012 $2.21 Accrued interest to date of death: $0.20 Otherlnfo: Account #: 1991022174_ Type: Checking Open date: 10/7/1999 In the name of: Thomas Elmer Keck or Hilda K Keck or Wanda ULeiby-(Charles WKeck-POA) Date of Death Balance: $0.00 Other info: Account closed 02/07/2011 Account #: 2894080689 Type: Money Market Open date: 11/9/2010 In the name of: Thomas F'.lmer Keck - (Wanda GLeiby-POA) Date of Death Balance: $0.00 Other Info: Account closed 01/25/201 1 ~~ qe 1 of RECEIPT_F'OR-PAYMENT GLENllA EARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Scuare Carlisle, PA 1.713 KECK THOMAS E Estate File No.: 2012-00931 Paid By Remarks: THOMAS E KECK DMB ____ --------------- Receipt Distribution Receipt Date Receipt Time Receipt Nn.: 8/27/?.012 09:57:53 10711'_4 Fee/Tax Desr_ription Payment Amount Payee Name PETITION LTRS ADM 60.00 CUMBERLAND COUNTY GENERAL FUN RENTJNCIATION 5.00 CUMBERLAND COTJNTY GENERAL FUN SHORT CERTIFICATE 12.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 ---------------- CUMBERLAND COUNTY GENERAL FUN Check# 8125 $105.50 Total Received-....... . $105.50 RECEIPT FOR PAYMENT CLENDA FARMER STRASBAUGH Cumberland County - Register Of Wi11s One Courthouse Square Carlisle, PA 17613 KECK THOMAS E Receipt Date: 8/27/201.2 Receipt Time: 09:57:53 Receipt No.: 1071154 Estate File No.: 2012 -00931 Paid By Remarks: THOMAS E KECK DMB ----------------------- - Receipt Distrib ution ----- -------- -------- --- Fee/Tax Description Payment Amount Payee Name PETITION LTRS ADM 50.00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION 5.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 12.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN Check# 8125 ---------------- $105.50 Total Received......... $105.50