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Home My WebLink About02-14-13 (2)Lsos61o1os REV-1500°'°=~"'L~" PA Department of Revenue P~mv>m3 OFFICUtL USE ONIY Bureau aF2rMividuatTaxes Cade Yeaz FUe Numher PO sox 2so6at INHERITANCE TAX RETURN ~ ~ ~~~ Hamisiwrg, PA iy128-o6ot RESIDENT DECEDENT ENTER DECEDENT NiFORMATION BELOW Social Securfty Number Date of Death RMiDOVYYY Date of 8rrth MMDDYYYY 06/112012 07125!2012 Decedent's Last Name Suffix Decedent's First Name MI Eckerd Jane H {N AppNcabb) EMar Surviving Spouse's IMortnal3on Below Spouse's Last Name Suflac Spouse's First Name MI Spouse's Social Sewdty Number TFUS RETURN MUSt l3E FUFD Ua i]UPUCI~TE WITR THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O~ 1. Original Retum O 1. Suppleererltal Realm O 3. Remainder Refum (Date of Death Prior to 12-1382} O 4. Limited Estate O 4a. Future Interest Cotnpromise (date of O 3. Federal Estate Tax Reium Required death after 12-12-82) ~? 6. Decedent D[ed Testate O 7. Decadent McLngLrted a living Trust 8. Total Nurrtbec of Sefe Deposit Boxes (Ailed! Copy of Wdl} (Attach Copy of Trust) O 9. Litigation Proceeds ReoaNed O 10. Spousal Poverty CredR (Date of Death O 11. Election to Tax under Sec. g113(A) Between 12-31-91 antl 1-1-95) {Attach Sctredule O) CORRESPONDENT- THIS SECITON MUST 8E COMPLETED. ALL CORRESPONDENCE AND COHFlOENTUU. TAX INFORMATION SHWID 8E DH{ECTED TO: Name Daytime Telephone Number Daniel Eckerd (717)554-9556 First line of Address 39 Wheatfield Drive Second Line of Address City or Post Otfice Carlisle CorresponAent's eirlaN adEress: a rs we, correct and complete. Declare4on M State ZIP Code Pa 17015 r REGISTER ~3 USE O~ ~ ~ 27 'r1 ' +7 `t7 r W ~ Ss f"^ A~~ ..C cn '' e ; - r-r r.a ~ c,~ G_ V . hATF ~ILED ~' . l , is tmaea on till uromretlon of vatidi 1 39 Wheatfiled Drive Cadisie, Pa 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE U3E ORNitNAL ROINN ONLY Side 1 1505610105 1505610105 J .ZY rvl n d {7 tTt d ca 'r1 "/T h m CS n J 1505610205 REV-1500 EX (FO Decedent's Social Security Number DecaaeM~s Name: Jane H Eckerd RECAPITUTATtON 1. Real Estate (Schedule A) ........................................... .. 1. 2. Stocks and Bonds (Schedule 8) ..................................... .. 2, 3. Cbsely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (3chedule D) ......................... .. 4. 5. Cash, Bank Deposits arxf Miscellaneous Personal Property (Schedule E)..... .. 5. 7,781.12 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... . , 6. 26,834.47 7. toter-Yvon Transfers & Miscellaneous Non-Probate Property {Schedule G) O Sepaate Billing Requested...... . , 7. 101,522.46 8. Total Gross Assets (total Lmes 1 through 7)... _ ...................... .. 8. 136,138.05 9. Funeral Expenses and Administrative Costs (Schedule H) ............. ...... 9. 10. Debts of Decedent, Mortgage Liabili5es and Liens (Schedule I) ......... ...... 10. 11. Total Deductions (total Lines 9 and 10j ........................... ...... 11, 12. Net Yalae of Estate (Line 8 minus Line 11 } ........................ ...... 12. 13. Chadtable and Govemmentai BequestslSec 9113 Trusts for which an electbn to tax has trot been made (Schedule J) .................. ...... 13. 14. Net Value Subiect to Tax (line 12 minus line 13) ...................... .. 14, TAX CALCULATION -SEE MISTRUCTIONS FOR APPLICABLE RATES 15. Amouni of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at Itoeal rate X .0 45 118,436.98 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line id taxable at cwilaateral rate X .15 tg. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OPAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 17,701.09 17,701.09 118,436.96 118,436.96 5,329.66 5,339.66 O J REV-7500 Ex jFi) Page 3 FlM Number Decedent's Complete Address: DECEDENT'S NAME Jane H Eckerd STREETAODRESS 9 East Main Street Apt 1 ctrv -- - srATE zIP Mechanicsburg Pa 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credi5lPayments A. Prior Paymrmts ____ B. Discount 3. Interest 4. N L'me 2 is greater than line t + Line 3, enter the difference. This r the OVERPAYMENT, Fill In oval on Page 2, Line 20 to request a rehrnd. ToMlCredls(A+B) (2) (3) (4) (t) 5,329.66 5. H L'me 1 + Line 3 is greater than Lkre 2, enter the difference. This is the TAX DUE. (5) 5,328.66 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE fOL.IOWING QUESTKktS SY PLACING AN "1C' 4N THE APPROPRUITE BLOCKS S. Did decedent make a hansfer and: y~ ~ a. rohain the use w income of the property bansfened .................................................................................... ...... ^ tr. retr~n the dght tro designate who shah use the properly transferred ar+Ts incartre ..._ ................................. ...... ^ c. mtain a reversionary inlwest ........................................................................................................................ ...... ^ d. receive the promise for 6Fe of either payments. benefits w care?............_...__ ........................................... ...... ^ 2. tf death ocaxred after Dac. /2,1982, did decedent transfer property wkhin one year of death without receNing adequate cansideratbn? ........................................................................................................ ...... ^ 3. Did decedem own an nr trust for' or payat8ee-upon~deaatli bank acnaunt w security at his or her dea8r? ........ ...... ^ 4. OM decedent own an ktd+ridual rethemeM accermL anmdty or other rron-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 w after Juy 1,1994, and before Jart.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 pement [72 P.S. §9116 (a) (1.1) (11. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the not value of transfers to or fur the use of the surviving spouse is 0 percent [l2 P.S. §9116 (a) {1.1) (iijJ. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements fa disclosure of assets and filing a tax return are still applicable even 'rf the surviving spouse is the only beneficiary. for dates of death on ar after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of ago or younger at death to or for the use of a natural parent, a adoptive parent or a stepparent of the chgd is 0 percent [72 P.S. §9116(a){1.2)I. • The Sax rate apposed on the net vakre of transfers ~ of for the use of the deceder's lineal berrefiCiaries is 4.5 percent, except as noted in [72 P.S. §9116{a)(1 • The tax rata imposed on the net value of transfers to w for the use of the decedent's siblings is 12 percent {72 P.S. §9116(a)(1.3)j. Asibling is defin under Section 9102, as an indivklual who has at least one parent in common wfth the decedent, whether by hood or adoption. I etc+ (oa-rz1 Pennsylvania SCMEp11LE E oEaAnTriErvTOenEVEnuE CASH, BANK DEPOSITS & MI5C. rn~aerrAnce rqx aElua" PERSONItL PROPERTY arsroerr oECEOESr E OF: FILE NUMBER: i Eckerd Include the ~oceeds of litigation and the date the proceeds were received by the estate. AN PreP~tY 1~UY owned witlf Nght of turvlvership must he domed on Schedule F. ~ VALUE RT DATE ER DESCRIPTTON OF DEATH ~nn7 Ford Focus 6,500.00 232.00 REV-15oa EX+ (OB-12) SCNEp11LE E pennsytvania TS & MISC. DEPARTMENT OF REVENUE CASH, BANK DEPOSI T INHERRANCE TAX RENRN PERSONAL PROPERTY RESIDEM DECEDENT ESTATE OF: FILE NUMBER: Jane H Eckerd Include the proceeds of litigatlon and the date the proceeds were received by the estate. All property ielnlly owned wNh right of survivorship must he dhxloeed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPRON OF DFATH ~ . 2007 Ford Focus 6,500.00 2. Cash 232.00 3. Electronics 80.00 4. Air Conditioner 50.00 5. Clothes 70.00 6. Shoes 20.00 7. Jewlery 65.00 g. Small Kitchen Appliances 70.00 g. Dishes t Pans 45.00 ~ 0. Furniture 250.00 ~ ~ . Sewirg Mecttine 25.00 12. Small Tools 25.00 ~ 3. Coins 239.12 14. Ladder 20.00 ~ 5. Water Cooler 30.00 16. Fan 20.00 17. Microwave 40.00 TOTAL (Also enter on Line 5, Recapitulation) ~ I 7,781.12 If more space is needed, use additional sheets of paper of the same sae. REVe5D9 EX+ (oi-vD) j~ pennsylvania !iT OEPANTMENT OF REVENUE INHERITANCE TA% RETURN RESIDENT DECEDENT SCNEp11LE F 70IN7LY-0WNED PROPERTY ESTATE OF: FILE NUMBER: Jane H Eckerd If an asart became jolrHly owned w#hln one Year of the decedent's date of death, h mart he reported on Srhedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A, Daniel Eckerd 39 V6heaNield Drive Son Carlisle Pa 17015 B. C. JOINTLY OWNED PROPERTY: REM NUMBER LETTER FOR IDINT TENANT DATE NADE JOINT DESCRIPTION OF PROPERTY INCWDE NAME OF FlNANCIAL INSTITUTION AND eANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER, ATTA[N DEED FOR 101NRY MELD REAL ESTATE. GATE OF DEATH VALUE OF ASSET % OF OECEDENT5 INTEREST DATE OF DEATH VAWE OF DECEDENT5INTEREST i. A. 02105/88 PSECU (Si) Savings Acct # 162322745 4,405.48 50°h 2,202.74 2. B. 02/05/88 PSECU (S2) Vacation Acct# 162322745 316.34 50% 159.17 3. C. 02/05188 PSECU (54) Checking Acct # 162322745 8,463.79 50°r6 4,231.90 4. D. 02105188 PSECU(S7)MoneyMarketAcct#162322745 16,457.12 50°.5 8,220.56 5. E. 02N5188 PSECU (S50) CerOficate Acct # 162322745 3,627.29 50°~ 1,813.65 6 F. 02105188 PSECU (S55)CertificateAcct#162322745 20,396.W 50°~ 10,198.45 TOTAL (Also enter on tine 6, Recapitulation)'; 26,834.47 If more space is needed, use additional sheets of paper of the same size. REV-1s1o Ex+ toe-oe~ i:-~ Pennsylvania !i~ DEPRRTNENT OF REVENUE INHERRANCE T11X 0.ETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC.NON-PROBATE PROPERTY ESTATE OF FILE lN1iMBER Jane H Eckerd This schedule must be completed and filed if the answer to any of questlons 1 through 4 an page three of the REV-5500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INQDDE THE NNME OF THE iRRt6FelEE, TNa0. RaAf0N5NIP100LLEDENT NID THE O~FrE OF TSUSFER. ancxtioTPr oFTNE DEED FOR REFLevaE DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION ^Nmuae~E TAXABLE VALUE 1. PSECU IRA 50,609.52 100 50,609.52 Dan Eckerd I Son 50%ITrensfered 6119112 John Eckerd /Son 50%/ Trensfered 6H9/12 2 PSECU IRA 50,912.94 100 50,912.94 Dan Eckerd I Son I Trensfered 6119/12 John Eckerd / Son I Trensfered 6119112 TOTAL-(Also enter on Line 7, Recapituladon) ; I 101,522.46 If mare space is needed, use additional sheets of paper of the same size. REV-i6ri EX+ QO-09j pennsytvarria flip OFPRRTNENTDEREVENUE INHERrrANCE TA% NERIRN RESIDENT DElfDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Jane H Eckerd Decedent's debts must be reported on Schedule I. A. FUNERAL EXPENSES: i' Myers Funeal Hatle z. Headstone (Myers Funeral Home ) B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemption: (If dttedent's address is not the same as claimant's, attach explanation.) ^aimant Ctrenh AAdreAa 4. s. 6. 7. City _ State ZIP Relationship of Claimant ro Decedent _ Probate Fees: Accountant Fees: Tax Return Preparer Fees: State ZIP TOTAL (Also enter on Line 9, Recapitulation) I ~ [f more space is needed, use additional sheets of paper of the same size. 13,256.09 4,220.00 225.00 17,701.09 REV-1513 EX+ (O1-10) pennsytvarria SCHEDULE OEPARTMFNT OF REVENUE INHERITANCE TAX RENRN BEMfFICIARIFS RESIDENr DECEDENT ESTATE OF: FILE NUMBER: Jane H Eckerd RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List Trostee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal tlistnbutions and transfers under Sec 97]6 (a) p.2).) 1~ Daniel Eckerd Son 50°/D 39 Wheat6eld Drive Carlisle PA 17015 2. John Eckerd Jr Son 50% 1441 Newtown Circle Mechanicsburg PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE D[STRIBUr10N5 A. SP01YA1 OSSTRSBUTIONS WI94A SECSIOri 9]]3 SflR YfriSCri AN iiKSSON SO TAX SS 1HSi TAKiii'. 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, use additional sheets of paper of the same size. ___. LAST WILL AND TESTAMENT ~ BE IT REMEMBERED THAT I, JANE H. ECKERD, a resident of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL AND TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I T- I declaze that I am not married, and that I have two sons, DANIEL C. ECKERD and JOHN W. ECKERD, JR. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I give, devise and bequeath all my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my sons, DANIEL C. ECKERD and JOHN W. ECKERD, JR., in equal shares, per stirpes. V I nominate, constitute and appoint my son, DANIEL C. ECKERD, as ! Executor of this LAST WILL, to serve without bond. If my son, DANIEL C. ECKERD is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my son, JOHN W. ECKERD, JR., as Executor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, JANE H. ECKERD, have set my hand to this LAST WILL this ~ l day of ~ ~'~ Gbh , 2003. J E H. ECKERD Signed, sealed, published and declazed by the above-named JANE H. ECKERD, as and for her Last Will and Testament, in the presence of us,~wYio, at her request and in her presence, and in the presence of each ot~ier, have hereunto subscribed our names as witnesses. R ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. I, JANE H. ECKERD, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that 1 si~ried it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by JANE H. ECKERD, Testatrix, this /.~'~ day of (~~/tc,.-. , 2003. ~1~~-~~~ ~~~~_ Notary Public NOTARIAL SEAL DEBORAH L. RYAN, NOTARY PUBLIC CITY OF MECHANICSBUAG, CUMBERLAND COUNTY MY COMMISSION IXPIRES JUNE i 1, 2006 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. We, ~'w2Rr~ hc. I~AL~,c T~€~ and'~~a-7 ~ ~+~y~l~l , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL, that JANE H. ECKERD signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our owledge, the Testatrix was at the time 18 years of age or more, of sound and under no constraint or undue influence. i 'FYt~~ ~~ -~~~(. Sworn or affirmed to and acknowledged before me this / sJ- day of ~~•/~ ~ , 2003. ~1(i!~ yr ,/ ~ ~~r,, Notary Public DEBORAH L gYAN, NOTAggy pUgLIC C1TY OF MECNgNICSSURG, CUMBERLAND COUMTY MY COMMISSION E7(PIRES JUNE 11, 2006