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HomeMy WebLinkAbout02-28-13 1505610143 REV-1500 Ex(02-11' 41 OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60x.280601 INHERITANCE TAX RETURN 21 12 0923 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 187 14 9944 08 13 2012 10 27 1921 Decedent's Last Name Suffix Decedent's First Name MI REESE CONNE (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 JX1 1. Original Return 2. Supplemental Return 3. Remainder Return (Date of Death Prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise F] 5. Federal Estate Tax Return Required (date of death after 12-12-82) a 8 Decedent Died Testate 7. Decedent aintalined a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal PoverCresit{Date of Death 11. Election to tax under Sec. 9113(A) between 12-31- 1 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 WM D SCHRACK III ESQ 7b7 432 X373:, 11 M I GYSTIC§ OFMOLLSUS"NLY r- N r rr1 co 'b 'zD First Line of Address CO 70 124 W HARRISBURG STREET` Second Line of Address Ca C- :J E--' t °PT DATE F'ILED ~ City or Post Office State ZIP Code DILLSBURG PA 17019 Correspondent's e-mail address: Schracklaw@comcast.net 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. SI TURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Carol Case Z IZ-6~ zo 13 ADDRESS 11 Devonshire Square, Mechanicsburg, PA 17050 SIGNATURE OF PA ER OT HAN REPRESENTATIVE DATE Wm. D. Schrack Esq. ADDRE S 124 W. Harrisburg Street, Dillsburg, PA 17019 Side 1 1505610143 1505610143 J r, 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Reese, Conne 187 14 9944 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. 15,235.27 6. Jointly Owned Property (Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous N Probate Property (Schedule G) ~J Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1 through 7) 8. 15,235.27 9. Funeral Expenses and Administrative Costs (Schedule H) 9. 8,457.51 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) 10. 11. Total Deductions (total Lines 9 and 10) 11. 8,457.51 12. Net Value of Estate (Line 8 minus Line 11) 12. 6,777.76 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 13. 4,582.76 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 2,195.00 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 14 taxable 0.00 16. 0.00 at lineal rate X .045 17. Amount of Line 14 taxable 0.00 at sibling rate X .12 17' 18. Amount of Line 14 taxable 329.25 at collateral rate X .15 2,195.00 18. 19. TAX DUE 19. 329.25 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. El Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-12-0923 Decedent's Complete Address: DECEDENT'S NAME Reese, Conne STREET ADDRESS Apt. 608 - Mallard Run Apartments 820 Lisburn Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 329.25 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A +13) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box 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. (5) 329.25 Make Check Payable 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: 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; C. retain a reversionary interest; or d. receive the promise for life of either payments, benefits or care? ❑ ❑ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without ❑ ❑ receiving adequate consideration? x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x 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 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 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 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 (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 EX+(11-10) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Reese, Conne 21-12-0923 Include the proceeds of litigation and the date the proceeds were received 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 Cash on hand 61.00 2 Citizens Bank -checking account #6215070266 5,059.74 3 Members 1st Checking Account #455030-11 9,173.32 4 Members 1st Savings Account #455030-00 5.00 5 Proceeds from sale of apartment contents 148.00 6 "Well used" 2005 Pride Mobility Go-Go Scooter 195.00 7 Comcast cable refund 40.25 8 Highmark premium refund 426.30 9 Mallard Run apartment deposit refund 126.66 TOTAL (Also enter on Line 5, Recapitulation) 15,235.27 (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-1151 EX+(10-09) SCHEDULE H COMMONWRR~E~ALT OF PENN YLVANIA FUNERAL EXPENSES AND IN RESIDENEDECEDENR" ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Reese, Conne 21-12-0923 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: Neil Funeral Home 1,968.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Carol Case Street Address 11 Devonshire Square City Mechanicsburg State PA zio 17050 Year(s) Commission Paid 2013 3,690.00 2. Attornev's Fees Wm. D. Schrack III Esq. 1,950.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ZiD Relationship of Claimant to Decedent 4. Probate Fees 100.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 749.01 TOTAL (Also enter on line 9, Recapitulation) 8,457.51 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 Reese, Conne 21-12-0923 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Carol Case - reimbursement for out-of-pocket expenses (mileage, telephone, postage, 436.70 shipping) 2 Clerk of Orphans' Court - Release filing fee 5.00 3 Cumberland Law Journal - estate advertisement 75.00 4 Register of Wills - additional Short Certificates 8.00 5 Register of Wills - Inheritance Tax Return filing fee 15.00 6 Reserve for future administrative expense 75.00 7 The Patriot News (Metro West Section) - estate advertisement 134.31 H-B7 749.01 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) REV-1513 EX, (01-10) y~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITAN EIAXREIURN RESIDEN DECEDENT ESTATE OF FILE NUMBER Reese, Conine 21-12-0923 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) (S$$) Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Carol Case Friend 2,000.00 11 Devonshire Square Mechanicsburg, PA 17050 2 Fleta Ann Cropf Friend RC Keller 10 Katie Lane Farmhouse Belleville, PA 17004 Paining (no value) 3 Frank and Bev Davis Friend Go-Go Scooter 195.00 c/o Messiah Village 100 Mt. Allen Drive Mechanicsburg, PA 17055 Total 2,195.00 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. NON-TAXABLE DISTRIBUTIONS: Il. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 Bunny People 501(c)(3) 7753 Graybi11 Dr., Harrisburg, PA 17112 residuary estate 2 Canine Rescue of Central PA 501(c)(3) 79 Fairway Dr., Camp Hi 11 , PA 17011(**) 1,000.00 c/o Laurie Wiest c/o Beth Lobato 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) P. 1 LAST WILL AND TESTAMENT OF CONNE REESE BE IT REMEMBERED, THAT I, Conne Reese, of Mallard Run Apart- ments, 820 Lisburn Rd., Camp Hill, PA., being of sound mind memory and understanding, do make, publish and declare this as and as for my last Will and Testamints, hereby revoking and making null snd void any and all Wills and Testsmonials and writings in the nature thereof by me at any time heretofore made. Item 1: 1 direct that all my just debts be paid as soon after my demise as may be convenient. My body is willed to science. The only expense is transport to the nearest medical school. Item 2: I give and bequeath my books, cleaning supplies, food, and the large cross-stitched picture of mallards (over the couch) to Mallard Run Apt- I give and bequeath the hereinafter mentioned assets to the parties named. a. I give and bequeath to Carol Case, 11 Devonshire Square, Mechanicsburg, PA 17050 (766-6322) who gave my dog a loving home, the sum of $2,000. Also my ruddy duck (with the blue bill) my hand- carved bunnies, my largest striped wood bunny, and any smaller striped bunnies she may want. Also any or all of my poetry and other writings and manuscripts, all photos of Holly, my magazine and newspaper subscriptions, my sewing machine plus all sewing supplies, my cross-stitched sampler and other embroidered flower picture, plus any items desired. b. I give and bequeath the sum of $1,000, to Canine Rescue of: Central PA., c/o Beth Lobato, 79 Fairway Dr., Camp Hill, PA 17011 c. I give and bequeath the tall curio cabinet to Karen McCarthy, Wind Ridge Horse Farm, Ridge and Kralltoen Rds., Wellsville, PA. d. I give and bequeath to Fleta Ann Cropf, 10 Katie Lane, Belleville, PA 17004 (717-483-9913) the painting of the farmhouse done by R. C. Keller. e. I give and bequeath all my residuary assets to Bunny People, c/o Laurie Wiest, 7753 Graybill Dr., Har-rUsburg, PA 17112 for the maintenance and running of the BUNgalow. Also any bunny memorabilia I have, including my stained glass and other bunny collection. Item 3: I direct that my executor, Carol Case, carry out the terms of this will, and not be required to give bond for faithful performance of her duties. ( also give and bequeath my electric scooter and charger to Bev and Frank Davis of Messiah Village - 766-7130.) p. 2 Item 4: If any beneficiary to this will shall object to its probate, or shall directly or indirectly contest the will, any bequest to such parties shall lapse and be added to as a part of my residuary estate. in witness wherof, I have hereunto set my hand and seal this 33.i,,Lday of March 2012 x r~ usiasz. x Czvxt.sz- Conne Reese /V-L COMMONWEALTH OF PENNSYLVANIA Notarial Seal Susan Kirby Rostis, Notary Public Hampden Twp., Cumberland County My Commisslon Expires June 21, 2015 MEMBER, PENNSYLVANIA ASSOCIATION OF NOTARIES Coto Bank- Account Number 6215070266 Account Title CONNE REESE Date Opened 4/24/2006 Account Type Checking Principal Balance as of DOD $5059.74 Interest from Last Posting to DOD $.00 Account Balance as of DOD $5059.74 YTD Interest to DOD $.00 s; MEMBERS V, ID FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Nurnber/Suffix 455030-00 Date Account Established 03/23/2012 Principal Balance at Date of Death $5.00 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $5.00 Name of Joint Owner None CHECKING ACCOUNT: Account Number/Suffix 455030-11 Date Account Established 03/23/2012 Principal Balance at Date of Death $9,173.03 Accrued Interest to Date of Death $0.29 Total Principal and Accrued Interest $9,173.32 Name of Joint Owner None MEMBERS 1ST FEDERAL CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist September 5, 2012 Estate of: MARY C REESE Date of Death: 8/13/2012 Social Security Number: 187-14-9944 500() Louise llri~-e P.O. 11ox 40 • Nfechanicsbur„ Pennsylvania 17055 • (800) 283-1")8 «~z memherslste~rg c~ Employer Identification :umber: Date: AUG 1 0 2dD1 25-1687136 DLN: 17053071006001 Contact Person: Ip 75885 RITA ZASULY j\ 1O Bunnyhovic ANo,-Pra,itommeSkRabbit Rescue.Akption Contact Telephone Number: and Education Organltatlon since 11192 (877) 8 2 9- 5 5 0 0 Accounting Period Ending: December 31 Form 990 Required: Yes HunnyPeuple,Phone. (717) 469 0125 Addendum Applies: PH Box 61475 E-mail: ElunnyPeoplegmail.com No Harrisburg SPA 171GG www.petfindEr.com/shelters/PA256.html Dear Applicant: Based on information supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt Iii-ori, federal income tax under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3). We have further determined that you-are not a private foundation within the meaning of section 509(a) of the Code, because you are an organization described in sections-5.09(a_)(1) and 170(b)(1)(A)(vi). If your sources of support, or your purposes, character, or method of operation change, please let us know so we can consider the effect of the change on your exempt status and foundation status. In the case of an amend- ment to your organizational document or bylaws, please send us a copy of the amended document or bylaws. Also, you should inform us of all changes in your name or address. As of January 1, 1984, you are liable for taxes under the .'Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more you pay to each of your employees during-a calendar year. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Since you are not a private foundation, you are not subject to'the excisE taxes under Chapter 42 of the Code. However, if you are involved in an excess benefit transaction, that transaction might be subject to the excise taxes of section 4958. Additionally, you are not automatically exempt from other federal excise taxes. If you have any questions about excise, employment, or other federal taxes, please contact your key district office. Grantors and contributors may rely on this determination unless the Internal Revenue Service publishes notice to the contrary. However, if you lose your section 509(a)(1) status, a grantor or contributor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the Letter 947 (DO/C I1,=R_N~L REVEN77E SERVICE DEP-ARTIMMENIT OF 'THE TREASURY P. O. BOA! 2508 CINCINVaTI, OH 45201 Employer Identification -Number: •t Date: 3" 1:•r. 05-0525739 DLN: 17053083804027 CP.NINE RESCUE OF CEINTRAL PA INC Contact Person: PO BOX 62006 WILLIAM J Bt?RD ID4 31333 N.RISBUIRG, Pt? 17106-2006 Contact Telephone Dumber: (877) 829-5500 Public Charity Status: 509(a)(2) Dear Applicant: Our letter dated January 2003, stated you would be exempt from Federal income tax under section 501(c) (3) of the internal Revenue Code, and you would _ be treated as a public charity, rather than as a private toundation., during an advance ruling period. Based on the information you submitted, you axe classified as a public charity under the Code section listed in the heading of this letter. Since your exempt status was not under consideration, you continue to be classified as an organization exempt from Federal income tax under section 501(c) (3) of the Code. Publication 557, Tax-Exempt Status for Your Organization, provides detailed -information about your rights and responsibilities as an e_xemot organization. You may request a copy by calling the toll-free number for forms, (800) 829-3676. Information is also available on our Internet Web Site at www.irs.gov. If you have general (Tuestions about exempt organizations, pease call our toll-free number shown in the heading. Please keep this letter in your permanent records. Sincerely yours, Robert Choi Director, Exempt Organizations Rulings and Agreements Letter 1050 (DO/CG) ~1 " , ~ f~~ ~.~--t LAW OFFICE OF WM. D. SCHRACK III 124 NIVEST HARRISBURG STREET DILLSBUR(T, PA 17019-1268 dcpho nc 717432-9733 c-maul: 1'clcf~jx 717- 132-1053 Sclu-acklaw(~L)corricasLncl February 27, 2013 rrn C= rn C-> © M~ c I- M co rtr C Register of Wills Cumberland County Court House Carlisle. PA 17013 Cn Re: The Estate of Conne Reese File No.: 21-12-0923 Ladies and Gentlemen: You will find enclosed herewith two copies of a REV-1500 submitted for filing, and a face page stamped "copy" which I ask be time-stamped and returned to me in the envelope provided. Appended to the bottom of this letter is the Executor's check in the amount of $300.00 toward tax, my trust account check in the amount of $29.25 on account of taxes, and a second trust account check in the amount of $15.00 for filing fees. Please accept the returns as presented, time-stamp and return the copy of the return to me, and provide receipts for payment. Thank you for your attention to this request. Sincerely, M. ~D.Smi RACK III WDS/jct enc. 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