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Home My WebLink About05-03-13 (2) J , REV-1500Ex�o�-�o� 1505610143 I'y+ OFFICIAL USE ONIY PA Department of Revenue pennsylvania courny coae rea� F�ia N�moer Bureau of Individual Taxes °F�^ATM^E�TOf°E°E"°E Po Box2eoso� INHERITANCE TAX RETURN 2 1 13 0 0 3 3 6 Harrisburg, PA 17i28-o601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 09 08 2012 10 22 1990 DecedenPs Last Name Suffix DecedenPs First Name MI BAER JOSHUA M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number 7HIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original ReNrn ❑ 2. Supplemental Retum � 3. Remaintler Relum(Date of tlealh priorto 12-13-82) � 4. Limited Estate � qy, Fuwre Interest Camvmm�se � 5. Fetleral Estate Tax Return Required (tlate of tleat�efler 1242E2) �ecetleM Dled Testate � 7. �eceaent Maintained a�iving Tmst 8. Tolal Number of Safe Deposit Boxes � 6 (AtlachCoPYafWill) (AttachCoPYofTmst) .--......- � 9. Litigation Proceetls Receivetl ❑ 14'belweenl2 3�91 antl�laa�95otaeam � ��,Eleclion to tax under 5ec.9113(A) (Atlach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAx INFORMATION SHOULD BE DIRECTED TO: Name Daytim�Telephone Nlt�ber ROBERT P KLINE � 1��a0 2� � � rt�i ' �� '� ,,rnj A REG��WILL�USE�7�' ti rn �ry� rn w i.� :.. w :n b First line of address r`} • 7c Cy p 714 BRIDGE STREET > 3 n � �t -.T� ,, ,,,� � M � �� Second line of address .� --, �v r R� PO BOX 461 -- G° °' o DATE�D � City or Post Office SWte ZIP Code NEW CUMBERLAND PA 17070 CorrespondenYs e-mail address: Untler penalties of perjury,I declare Nat I have examinetl this reNrn,inclutling accompanying schedules and statements,antl to the best of my knowledge and belief, it is Vue,correct antl complete.Declaration of prepaier other than the personal representatrve is basetl on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETIIRN DATE �o .� � (]Yy u Teresa S. Baer S - \ ' 13 ADDRE55 1045 Brentwater Road, Camp Hill, PA 17011 SIGNATU REPAR ERT ANREPRESENTATIVE OATE �i� Robert P Kline "Z. yi.�� ADDRESS 714 Bridge Street, New Cumberland, PA 17070 Side 1 � 1505610143 1505610143 � � 1505610243 REV-1500 EX _- - --_ -- _ _ __ _ __ RECAPITULATION t. Reai Estate(Schsdute A}........_..................................._.............._........................... 1. 2. Stocks and Bpnds(Schedule B)....................................................._.............,.......... 2. 3. Closely Heid Corporatiaq Partnership or Sole-Proprietorship{Schedule G}.......... 3. 4. Marlgages 8 Notes Receivable(Schedule D).._...................................................... 4. �� Cash,Bank Deposds&Miscelianeous Parsonal Property{Sohedule E}.............._ 5. �¢ � �� 6. Jpinkly Owned Property($ehedule F) ❑ Separ&te Billing Requested........_... 6. 7. intervVivos Transfers&Misceilaneous Non-Probate Property (Sahedule G) � Separats 8iiiing Requested.....__..... 7. 8. Tatal Gross Assets(total Lines 1-7)................................................_._...,..,........... 8. 2 4 , 7 7 4 . 6 0 _ .. ._. .... ... _ .. _. .. ... . . .. .. ... ._._. . . . ... 9. Funerai Expenses&Administrative Cpsts(Schedu'e H}..._..............._._..............._ 9. 1 4 , 9 3�l . 7 2 70. Debts of Decedent, Mortgage liabilities, &Liens(Schedule p..._........................... 10. 1 , 3 5 6 . 2 5 t�. Totai6eductions{tatallines9810}....._..._._.............................................._.......i1. I2 , 294 . 9? 12. Net Vaiue of Estate(Line 8 minus Line 11).............................................................12. 1 2 , 4$3 . 6 3 13. Charitabie and Governmentai BequeststSec 9113 7msts fpr which an election to tax has not been made(Scheduie J}...................._....................__... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13).........................._._....,.,........... 14. 1 2 , 4 8 3 . 6 3 __.__.. _ . --_....... _____ .. ...__._. _.__._.__ _. ._ . . TAX C4MPUTATION-SEE INSTRUCTipNS F4R APPLiCAB�E RATES 75. Ampunt of Line Y4 taxable at the spousal tax rate,or transfers under Sec.9116 t�)t�.z�x.oa �s. 16. Ampunt of Line 14 taxa6le at lineal rate X .045 1 2 � 4 $ 3 . 6 3 �6� S �1 . 7 Fi 77. Amount o(tine i4 taxa6le et sibling rate X .�p 17. 18. Amount of Line 14 tazable at Collateral rate X .15 18. ts. 7ax oue......._......_._..._...................................._.........__._................._..,..........._.t5. 5 61 . 7 6 20. Ft��IN THE OVAL IF Yt}U ARE REQUESTING A REFUND OF AN 4VERPAYPAENT. ❑ Side 2 � 15p5610243 1505610243 � . _ . I�EV-1500 EX Page 3 File Number 21 - 13 - 00336 pecedent's Compfeke Address: AM Baer, Joshua M . _ — _ STREETADDRESS 1Q45 6rentweter ftaad _ __ .. _ ___ _.. __.. _ CITY. . . . .-. . . - .. ;STATE 'ZIP . . . Camp Hiil PA 17611 Tax Rayments and Credits: 1. Tax Due(Page 2,Line 19) (1) 561.76 2. Credits/Payments A. Pna[PaymenEs 8. DiscouM �� Total Credits(A +g) (2) 0.00 3 Interest {3} 8.fl8 q, If Line 2 is greater than Line 1 +Line 3,enter the diHerence. 7his is the OVERPAYMENT. (4} Check bax o�Page 2 lirre 20 to request e refund - " " � 5. If Line 1 +Line 3 is greater than Line 2,enker the difference. 7his is the TAX DUE. t51 �J�'� •7� Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLQWING QUES710NS BY PLACING AN °X" IN THE APPROPRIATE BLOCKS 1. did decedent make a transfer and: Yes Na a. retain[he use or income of the property transferred:.................................................................................. '��.. ,x',. b. retain the right to designate who shall use the property transferred or its income:..........._.......................��,.__. I x I c. retain a reversionary InteresY,oc.___......_......_._...._.._..........._.............._....__....,..__..........,......_.......i_ . '_x: d. receive the Promise far Iife of either payments,benefits ar care2_................_._............._..,......_............i.. . i x 2. Ii tleath occurred efler December 12, 1982, did decedent transfer property within ona year of death without receivingadequete consideration?........,.._._............._............,............_............._....................................._....... I '�,,x�l, 3. Did decedent own an"in truffi for" or payatrie upon death bank accouni or securiry at his or her death?......._ '�., -x�' 4. Did decedent own an Iodividaai Retirement Account,annufty,or other non•probate property which , contains a benefioiary designation?..................................................................._.................._.....,..�.....,._...,....,., �, x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF TME RETUR For dates af death on pr after�July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of trans(ers 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 Jaouary t, �945,the taz rate imposed on Yhe net value of transfers to or far the use of the surviving spouse is 4 percent (72 P.S.§9118{a}{t.1}(n}]. The statute doea npt exempt a transfer#o a sarviving spouse from tax,and the statutory requirements for disc�osure of assets and fi�ing a taz return are Stil�appticable even if the Surviving spouse is the oniy benafioiary. For dates af death on or after July 1,2000: �The f�rate impased on the net vatue at transfers from a deceased chiid 21 years of age or younger at death to ar for the use of a rrstUrai parent,an adoptive parent,or a stepgarent of the chiid is 6 perceM(72 P.S.§9716{aj(9 2)I. •The tax r8ta imposed on the net valUe of transfers to or for the use Of the decedenPs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 l2)I72 P.S. §9176(a)(7)1. �The tax rate imposed on the net vatue af transfers to ar ior the use of the decedenPs siblings is 92 percent[72 P.S.§9916{a)(1.3}. A gibiing is defined under Section 9102,as an individual wha has at least one paren[in common with the decedent,whether by bloo�or adoption. . SCHEDULE E , CASH, BANK DEPOSITS, & MISC. ! COMNHERTA�E°axREnR�""'" �� PERSONAL PROPERTY � RESI�ENT DECEDENT . . _��.__ .- __.. ..._-_._ _____.__ I .__._. .-._.__. . . . .._ .__ __-_-._ . . . .. . . . . _-__ ._r .._. __- . .. _. .. .. � � � � �� I FILE NUMBER ESTATE OF Baer, Joshua M 21 - 13 - 00336 . _..... _ . .._._ ._.... . __ _._. .. . 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 � � � � � � DESCRIPTION VAWE AT DATE OF NUMBER DEATH .. ._ _____._. .. . ._ ._--__ ... _ . . . . . . . . .. 1 Metro Bank Checking Account 961.64 2 Health Equity Account 1,692.41 3 Unim Life Insurance Policy#00122294 22,120.55 _ _ - _. . _ _ _ _ _ TOTAL(Also enter on Line 5, Recapitulation) 24,774.60 � SCHEDULE H ! FUNFR/aL EXPQ�SES& COMMONWEALTMOFPENNSYLVANIA �� /� /�/�( I INHERITANLETh%ftETURN � �IMS�I1rnElIW� II PESIpENT OECEOENT . ', .. . . . . . _ _ ._.. .. ._.__ 1._____ . .. _-_ ._._.. . ...._ ._.__. . . . . . . FILE NUMBER ESTATE OF Baer, Joshua M 21 - 13 - 00336 � � Debts of decedent must be reported on Schedule L � . .. ..___.. . . . .._.. _.. _._. . ITEM ', NUMBER '', FUNERAL EXPENSES: DESCRIPTION AMOUNT — --- __ __ ._ _ A. 1 Richardson Funeral Home, Enola, PA 2,215.00 2 I West Enola Fire Company 359.00 3 Sir D's Catering 2,350.02 B. I ADMINISTRATIVE COSTS: �, � Personal Representative's Commissions Name of Personal Representative(s) Teresa S. Baer 1,225.00 IstreetAddress 1045 Brentwater Road ' Ciry Camp Hill State PA Zip 17011 Year(s) Commission paid 2013 2 Atromey's Fees Kline Law Office 4,000.00 3. I� Famiiy Exemption: pf decedenCs address is not the same as claimanPs, attach explanation) �' I, Claimant �� Street Address City State Zip �� Relationship of Claimant to Decedent �� a. Probate Fees Register Of Wills 188.50 I, Cumberland Law Journal 75.00 ' The Sentinel 115.20 5. AccountanTs Fees 6. � Tax Return Preparer's Fees Jackson Hewitt Tax Service �. 210.00 ' i 7. � OtherAdministrativeCosts I, 1 I EIN Filing Service 197.00 . _ ___ __ --- _ _ ---__ __ _ _ _ . TOTAL(Also enter on line 9, Recapitulation) 10,934.72 ' SCHEDULEI ' DEBTS OF DECEDENT, MORTGAGE COMNMERITANCEiRXRETURNpNA LIABILITIES, & LIENS RESi�ENT DECEOENT .. .. . .,_� _ ___ .. . .. .__: .,._ .,,_. _ . ._ ... . . . .. . . FILE NUMBER_ .._. ._... ESTATE OF Baer, Joshua M j 21 - 13 -00336 __ __ _ _ _ _ __ _ _ Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER . . .._ __.. _. -- -_ ._. . . . . . .. .. .. . . . . . . . . . . _ .. _ . 1 Holy Spirit Hospital 106.25 2 West Shore EMS 1,250.00 _ _ TOTAL(Also enter on Line 10, Recapitulation) 1,356.25 REVdSU EX�111-06) • I, SCHEDULEJ COMMOPEWEAITHOFPENNSYIVANIA ! BENEFiCIARlES � INHERITANCETAXRETUftN �. RESI�ENT OECEDFNT ' ESTATE OF BBer, Joshua M , -_ _ _ — - FILE NUMBER . 21 - 13-Ob336 _ ___ ___._ __ _ ___ _ _ __ _ � RELATIONSHIP TO � � SHARE OF ESTATE AMOUNT OF ESTA7@ NUMBER � NAME AND ADDRESS OF PERSON(S) DECEDENT � (Words) ($$$) RfiCE1ViNGPROPERTY ovttotuntTmztee(s) - t_. ..._.... _ --__. . _..---_._. ._.__ __- __.. __. . ; � � I. IITAXABLE DISTRIBUT30N5[inciude outnght spousai � ' � � � � . distnbutions and transTers � � '. under Sec. �116(a)(1.2)j II 1 Teresa S Baer ; Mather ' one-haif 1045 Brentwater Road I ' ' Camp Hill, PA 17011 i I I 2 ' Lioyd E. Baer Father ; one-half � I � !, I �� IEnter doilar amounts for distributians shpwn abave on lines 15 thraugh 18 on Rev 1506 cover shaet,as appropriate. . IL �NON•TAXABLEDISTRIBUTIONS: �IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOft WHICH AN ELECTION TO TAX IS NOT TAKEN i, ( I i �,8.CNARITABLE AND GOVERNMENTAL DISTRIBUTIONS � I i � � T4TA(.OF PART II-ENTER T6TAl N6N-TAXAB�E DISTRIBUTIONS ON�INE 13 OF REV-7504 COVER 5HEET 4A0 . _... . .___... . __ . . .._... .. . ._ ....... .. . . . . .. .. . .. ..... ... _.. iY fe:�:. ...t�::i: :I.{. �tYi'". Y� � RoBERT P. KLINE, ESQ. ': a � t@ r: s;S �F��: : •._ ' `: May 2, 2013 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square, Room 102 Carlisle, PA 17013 Re: Estate of Joshua M. Baer No. 21-13-0036 Dear Glenda: Enclosed with this letter you will find an original and two copies of the Inheritance Tax Return for the above referenced estate, together with a check in the amount of$561.76, representing the tax due. Please return one time-stamped copy of the Return, as well as a receipt for the payment, in the enclosed postage paid envelope. Thank you for your assistance in this matter. ru ours `�� Robert P. Kline, Esquire RPK/srf Enclosures cc: Teresa S. Baer 714 Bridge Strcet P.O. Box 461 NewCumbedand, PA 17U70 (717)770-2540 (717)243-5940 Pax (7I7)770-2553 �-- _ T * � N V � ^� LJ'I � d 1'� 6 � '_ � � O � � �fae0000ao # p.N 0 �� m N Q �J �'�3N , E t_ r._ c._ _ . �-: •,, �.�: i1 .� _" � O _ t:: �"• X �� ^ — '� w �= � �; _ , _o -= ir � ° � __ .� _ ca ' w s °' ��_ �n n r . 6.� . u ��w �. � � �: V •� � ��. "�J, � � L G � � G i. C � `�` ^3 Y � � 6. '1` v� A: y` J oU� '!,� O " ',. h> �. _ ''� � `.� � � � � �"—��_�.�� . t d:� i��')i`-: `�". 1