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Home My WebLink About04-1012 ~^~ s~u~,s PA ~s~ ss oeo~ PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004603 BATES RONALD 137 SOUTH 32ND STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $1,111.18 ESTATE INFORMATION: SSN: 292-01 4586 FILE NUMBER: 2104- 1012 DECEDENT NAME: BATES MARJORIE H DATE OF PAYMENT: 11/08/2004 POSTMARK DATE: 11/05/2004 COUNTY: CUMBERLAND iDATE OF DEATH: 08/25/2004 TOTAL AMOUNT PAID: $1,111.18 REMARKS: RONALD BATES CHECK# 308 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS O0,MON*EALTHOF REV-1500 ~~ DEPARTMENT OF REVENUE ~~ OE~T ~o~o~ INHERITANCE TAX RETURN ~~ HARRISBURG, PA17128-0601 RESIDENT DECEDENT BATES,MARJORIE H. 292-01-4586 THIS RETURN MUST BE FILED IN OUPLICATE WITH THE 08/25/2004 09/22/1918 REGISTER OF WILLS SHOULD BE DIRECTED TO NAN~E Harrisburg,COUPLETE *,~AHpAN6 ADDRESS P Daniel Altland, Esquire 3631 No~h Front Street Caldweli & Kearns TELEPHONE NUMBER (717) 232-7661 E ¢o'~d O,,,med Proael, Scheduie F (6: 27,287.55 1,795.00 Decedent's Complete Address: STREET ADDRESS 137 South 32nd Street ClT¥camp Hill I STATEpA ZIP 17011 Tax Payments and Credits: Tax uue ~Page 1 Line 19}~ 1,16966 A Spousal Pover',y Credit B Prier Payme,:ts C Discounl 5848 Totai Credil$ (A + B + C (2i 58.48 3 Interest, Peqa ty if applicable D ',nterest E Penalty To(a; Interest Penai(~, ( D + E ) (3) 4 If Line 2 is greater ~ha,' Lne ! + Line 3 enter the difference This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund 5 If L ne I + L ne 3 is greater than Line 2. enter the difference T" s is the TAX DUE. [5) 1,111 18 A Enter ihe interest on the tax due (SA/ BErter the total of Lffle 5 + 5A This is the BALANCE BUR (5B) 1,111.18 Make Check Payable to; REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a retain the use or income of the property transferred: [] [] b retain the rght to desigr, ate ,,,.,ho s?all use the prcpeqy transferred or its ncome [] [] c retain a revers~cnar/nterest: or [] [] · If death occurred after Decemder !2 1982, {!id decedent trar sfer prosed} v~thn one year cE death wthou[ rece ring adeq Jate cons deratond ~ [] 3 Dd decedent own an 'n run for" o cayab!e u~on death bar,k account or securib at his or her death'? 4 Dd a~ce~e ,, o indMdue Retrement Account annuity ,)rcther non oro:~ate prope~y' contains a benefit aq., des gnat on? ~ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU BUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, 137 South 32nd Street, CampHill, PA 17011 SIGNATUR~ OF PARER OTH-~ TH EPRE~ENT,A~'L~E '~ DA~E 3631 No~h Front Street, Harrisburg, PA 17110 Fo~daesofdeahonorafterJulyl 199~ and before snuar~i 1995 the tax ae p~sec~n [72 PS ~9116 The statute does not e~,en~p~ a tra~ sfer to a sd~ vqg ~pous8 from ;ax and (he statutoq requirements for discosure of assets and fiqg a ~3~ re~urr are sti~l app cabe e,,en f For da~es of death on or after July 1 2006 or a stepparent of the chld is The tax rate imposed The tax rate imposed on the net¢~,l.e ~' 'ra*se~ ..... to. ~or ,ne .se, ~¢.f *ne .~c~cent~a= ~ - ~ s blings s !2~, [72 PS ~9 16m i13 } A sbhrg is defined uFde' Section 9102 as an ~ _~¥-~o~ E×+ ~ ~ ~ SCHEDULE E CO~,t,~ON'~^UTH o~ ~S~VANI^ CASH, BANK DEPOSITS, & MISC. INHER~TANCERE$1BENT BECEDENTTAX RETLJR ~ PERSONAL PROPERTY ESTATE OF FILE NUMBER MARJORIE H. BATES Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with right of survivorship must be disclosed o~ Schedule F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1987 Mercury Grand Marquis 50000 TOTAL (Also enter on line 5, Recapitulation) $ 500 00 (If more space is needed, insed additional sheets of the same size) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER MARJORIE H. BATES If a~ asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Ronald B Bates 137 South 32nd Street Son CampHilI, PA 17011 B Dale A. Bates 1032 N. Mill Street Son Naperville, IL 60563 c JOINTLY-OWNED PROPERTY: . Commerce Bank Checking Account No 536659790 10,322 59 50 5,161 30 2 A -.k. Commerce Bank - Time Deposit Account No 1700291 40r047 74 50 20,023 87 3 A, B 02117/2000 Wachovia CertiflcateofDeposit01293206 and 1028981 4,04540 331 / 1,34847 4 A 07/31/1987 Wachovia - Checking Account No 1649507299279 35625 50 178 13 5 A . Wachovia Checking Account No 1010084089667 1,151 55 50 57578 · Transfers from Florida joint accounts maintained by Decedent. The Florida joint accounts were established in 1997. TOTAL (Also enter on line 6, Recapitulation) $ 27,287 55 (if more space is needed insert additional sheets of the same size) REV1511 EX+(~299)~ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARJORIE H. BATES Debts of decedent must be reported on Schedule [. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1 International Mortuary- 7710 Ulmerton Road, Largo, Florida 33771 57000 2 Serenity Gardens- 13401 Indian Rocks Road, Largo. Florida 33774 225 00 B ADMINISTRATIVE COSTS: 1. Personal Representabve's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2 AttomeyFees -- Caldwell & Kearns 100000 3. Family Exemption: (If decedenYs address is not the same as craimant s. attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees 5, Accountant's Fees 6. Tax Return Preparer's Fees TOTAL (Also enter on line 9, Recapitulation) $ 1 795 00 (If more space is needed, insert additional sheets of the same size) SCHEDULE J CO~,~ON?,~^LT~ ~,~ ~ ~S','U, ^~r, BENEFICIARIES ESTATE OF FILE NUMBER MARJORIEH BATES 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 distnbutions, and transfers under Sec 9116 (a) (12)1 Ronald B Bates Son 1 /'2 137 South 32nd Street Camp Hill, PA 17011 Dale Bates Son 1032 N.Mill Street 1/2 Naperville, IL 60563 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16 AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLEAND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 00 (If more space is needed insert additional sheets of the same size) CALDWELL ~. KEARNS James R CLIpPINGER ATTORNEYS AT LAW Of COUNSEL p DaNiEL A[-TLAND HARRISBURG, PENNSYLVANia 17110-1533 THOMAS D CALDWeLL JR 'ALSO 'A MEMBER OF- NJ BAR November 5, 2004 717 2~2 766] Glenda F. Strausbaug, Register of Wills Cumberland County Courthousc One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Marjorie H. Bates DOD: 8/25/2004 Our File No. 04-760 Dear Ms. Strausbaug: Enclosed is the inheritance Tax Return in thc ahove-refcrcnccd estate together with a check in the amount of $1,111.18 in pa:yqnent of the inheritance tax due. Also, enclosed is a check in thc amount of S15.00 for your filing fees. Please return a receipt to the undersigned in the enclosed envelope. Please contact me with any questions or requests for additional info~ation. Very truly yours, CALDWELL & KEARNS P. Daniel Altland PDA:ml Enclosures 808~7 LAW OFFICES N CAi-DWELL a KEAR S PROFESSIONAL CORPORATION ATTORNEYS AT LAW 7004 0550 0000 2622 3471 38,31 NORTH FRONT 8THEET HARRISBURG, PENNBYLVANIA 1711~ Glenda F. Strausbang, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 first Class Mail COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES REccr~[: :.D C~:FiCE O~OTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION .~A'P.r~A(lSEI1ENT I ALLOWANCE OR DISALLOWANCE PO BOX 260601 ;' OP-'b'EDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17126-0601 2005 JAN I 0 1'\11 9: l; 9 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-10-2005 BATES 08-25-2004 21 04-1012 CUMBERLAND 101 CLERK OF ORPHAN'S COURT P DANIEL AL TLArOl!ll!lSiP' ("'1"1 C/i CALDWELL & KEARNS 3631 N FRONT ST HBG PA 17110 *' REV-1541EX AFP U2-04) MARJORIE H A.aunt Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V' =iS4-j-EX--AFP--ror:liiY-ijoi'"icE--OF-iiiilEifiTAirc'E"TA'x-jiPPRiiiSEiiEijt~-Ar.rOWAN-CE-oii-------------- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BATES MARJORIE H FILE NO. 21 04-1012 ACN 101 DATE 01-10-2005 TAX RETURN WAS: I X I ACCEPTED AS FILED I CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule BJ 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets III 121 [31 141 151 161 (7) .00 .00 .00 .00 500.00 27.287.55 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non~elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 191 1101 1,795.00 .00 1111 1121 1131 1141 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rat. (IS) 16. AMount of line 14 taxable at lineal/Class A rate (16) 17. Amount of line 14 at Sibling rate (17) 18. Amount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due CR TS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax pay..ent. 27,787,55 ] 79~ nn 25,992,55 .00 25,992.55 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .OOXOO: 25,992.55 X 045: .00 X 12 : .00 X 15 : 1191: DATE 11-05-2004 + INTEREST/PEN PAID [-I 58.48 AMOUNT PAID 1,111,18 NUMBER CD004603 --67 . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 1,169.66 .00 .00 1,169,66 1,169.66 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIp. (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I 'Yf\