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Home My WebLink About04-1112 ~A~s~,>, ~,~ '7:2sc~,~' PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004689 FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $7,646.70 ESTATE INFORMATION: SSN: 199449112 FILE NUMBER: 2104-1112 DECEDENT NAME: KIDNER CHRISTINA GLENCAIRI DATE OF PAYMENT: 12/03/2004 POSTMARK DATE: 12/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 06/08/2004 TOTAL AMOUNT PAID: $7,646.70 REMARKS: M&T INVESTMENT CHECK//445749186 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS OO*ON EA%OE / REV--1500 .~ ~¢~s~v~A~! / NHERITANOE TAX RETURN DEPT 28060 SOCIAL SECURLTY NUMBER DE~D~NT'S NAM~ (L , ]99 44 - 9i12 JEFFREY -- KIDNER. CHRISTINA GLENCAIRN THiS RETURN MUST BE FILED tN DUPLICATE WITH, REGISTER OF WILLS -3 t- 1922 ~ ~OC[AL SECURnY ~UMBER ~ 6-08 2004 ~1 0,,,inalRetum ~2 Sup0lemenla[Retum ~ , FederalEstateTa, RemrnReqmred COMPLETE MAILING ADDRESS ~AME James D. Flower. Jr., Esquire FIRM NAME ~;rAp,,,c,,,~: Saidis, Shuff, Flowor & 71 '7-243-6222 0.00 (:) 146.866.74 0.00 (5) 5310.6~ 0.00 0 < (7) 0.00 D ]..- Scnedule G or L) (8) ] b--, 1~77'4o < (9) 4.415.00 0 m (., 4.415.00 mate (Sc~,edute J} :141 38.869.69 5.651.91 x66 ~- 0.00 x 12 ~ 7} __ D ~ 13.298.62 x ,15 [18). 1,994.79 .~, ,:,E, :,~,,,:, ~ SCHEDULE E .o%~.~o;^~¢",v*,,* / CASH, BANK DEPOSITS, & MISC. ~ " .ss~O~NT~NAL PROPERTY ~ LE NL~BER KIDNER. CHRIST~A GLENCAIRN JEFFERY Include the proceeds of Iiti ation and the dale the proceeds were received by the es(ate AIl prope~y jointly-owned with the right of s~fvlvOrship ~¢$t be disclosed on Schedute g VALUE AT BATE OF DEATH ITEM DESCRIPTION NUMBER 5,310.69 1 ash on Hand TOTAL (A!so enter or, line 5, Recapitulation) $ 5.3 ] 0.69 more space ~s neeoeo insert additional sheets of the same s~ze) FILE NUMBER ESTATE OF ? ] -04- KIDNER, CHRISTINA GLENCAIRN JEFFREY Debts of decedent must be reported on Schedule 1 ITEM BESCRIPT~ON ~ AMOUNT NUMBER A FUNERAL EXPENSES: B ADMINISTRATIVE COSTS: State ZIP' 2 At!orne~ Fees ~Saidis. Shuff, Flower. & l ndsas. 26 West [Iigh Street Carlisle, PA 17013 4,400.00 Register of Wills. fining Inheritance Tax Remm 1 ZOO TOTAL (Also en er on line 9 Recapitulation) 4,41 ZOO (If more space ts needed inse~ additLona', sheets of the same s~ze) ~"" ~ ':'"" ': ~ SCHEDULE J ~ I~ I BENEFICIARIES COMMONWEALTH OF pENNSYLVAN INHERITANCE TAX RETURN RESIOENT DECEDENT FtLE NUMBER ESTATE OF RCLATIONSHtP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY - Do Not List Trustee(s) OF ESTATE i TAXABLE DISTRIBUTIONS (inc!ude outright spousai distributions) , Son-[n-Lav* 5% of residuau estate Erik Ceil PMB 321,518 Kimberton Road Phoenixville. PA 19460 {ndre,a Bell Nephew ~°~a ofresiduau estate 33 Sunnymede AVenue, Carshahon Beeches. Su~. SM5 4JA ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1.477.62 'he Association of Graduates, West Point, 1% of residua[3' estate 1 )8 Mills Road, West Point, NY 10996 merican Cancer Socieb', 1% of residuary estate 1,477.62 P. O. Box 897, Hershey, PA 17033 The Salvation Army, 1% of residuau estate 1.477.62 125 South Hanover Street, Carlisle PA 17013 The Multiple Sclerosis Socie~', 1% nf rcsiduarS.' estate 1.477 62 !209 Forrest Hills Drive, Suite 18, :lan-isburg, PA 17112 TOTAL OF PART 11 ENTER TOTAL NON-TAXABLE DLSTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ CONTINUED ......... COMMON, EA'TBOE REV--1500 PENNSYLVANIA - DEPARTMENT OF REVENUE DEET 280601 INHERITANCE TAX RETURN Et -E NU"a. ER _ 21 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT BECEDENT'S NAME (~ST FIRST AND MIDDLE IN~T[AL~ SOCIAL SECURITY NUMBER xIDNER~ CHRISTIN GLENCAIRN JEFF~Y DATE 0F DEATH MM--DD YEAR'~ DATE OF BIRTH lMM DD-YEAR THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 05-31-1922 REGISTER OF WILLS 6-08-2004 (iFAPPLiCABLE) SURV~ViNGSPOUSE,SNAME(LAST FiRSTANDMiDDLEiNiTiAL~ SOCIALSECURITYNUMBER N'A ~ 5 Federal EMate Ta~ Re~urn Requued 8 Total Number of Safe Deposit Boxes NAME COMPLETE MAILING ADDRESS James D. F ower, Jr.. Esquire 26 Wes~ High ~lav ~A~E ~i,*,,,~,,,,Saidis, Shuff, Flower & Lindsav TELEPHONE NUMBER 717-243-6222 Street, Carlisle. PA 17013 1 Rea! Estate (Sshedule A) 0) 0.00 3 Closely Helc Corporation Partnerssip or Sole-Proprietorship (3} 4 o~ages & Notes Receivable (Schedule Di (4) 5 Cash BankDeposHs&Miscellaneous PefsoualPropeny (5) ~,~06 (7) 0.00 9 Funeral E~penses & Admimst;ative Costs (Schedule H) 10 Debts of Decedent Mortgag~ L~abdiBes & Liens (Scheduie ~) (10) 11 TotaJ Deductions (total Lines 9 & 10) r12) 47.?62.43 !4 Net Value Subject to Tax (L ne 12 minus L aa '3/ (14) ] 38,869.69 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 AmountCLine14taxableatthespousaltax 125,598,07 xo 4~ ',is). 5.65].91 rate, ortransfers under Sec 9116 (a)(l 2) 0 0 0.00 x 12 (!7) 13.298.62 x ,~5 08', 1.994.79 (~9~_ 7,646.70 Decedent's Complete Address: STREETAODR~SS 2 The Tithe Barn, Parsonage Hill, United Kingto~ CITY STATE Somemom Somerset TAI 1 ?PF ZIP Tax Payments and Credits: 1 Tax Due {Page 1 Line 19) (1) ?.646.70 2 Credits/Payments A Spousal Povedy Credit B Prier Payments C Biscount Total Credits (A+ B + C ) (2) O.00 3 Interest/Penalty if applicable D interest E Penalty Total interest/Penalty ( D + E ) (3) 0.00 4 If Line 2 is greater than Line 1 + Line 3, enter the difference This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund f4) 0.00 5 If Line I + Line 3 is greater than Line 2, enter the difference This is the TAX DUE. (5) 7.646.70 A Enter the interest on the tax due, (5A} 0 B Enter the total of Line 5 + 5A This is the BALANCE DUE, {513) 7,646 70 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 atransfer and: Yes No a retain the use or income of the properly transferred; [] [] b retain the right to designate who shall use the properly transferred or its income; [] [] c retarn a reversmnary interest; er [] [] d receive the p cruise for life of either eayments benefits or care? [] [] 2 If death occurred after December 12, 1982, did decedent transfer properly within one year of death without receiving adequate consideration? [] [] 3 Did decedent own an "in trust for"c~ayab]e upon death bank account or security at his or her death?__~J [] 4 Did decedent own an Individual Retirement Account, annuity or other non-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, SIGNATURE OF EEI~,SON RESPONSIBLE FOR FILING RETURN DATE 26k~¢ I High StTee'L, Carlisle, PA 17013 For dates of death on or after JuJy ~, 1994 and Before January 1 1995, the tax rate imposed on the net value of transfers to or to the use of the surviving spouse *s 3% [72 PS §9116 (a) {1 1) (I)] For dates of death on or after January l,1995 thetaxmteimposedonthenetvalueoftransferstoorfortheuseofthesurvivingspouseis0%172PS §9 6 a) i(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 stilJ apptisable even if tPe survwlng 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 natura: parent, an adeotive parent, or a stepparent of the child is 0% [72 RS §9116(a)(1 2)] The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benef ~ a es s 4 5°/, excep as no ed in 72 RS §9118(I 2) [72 RS §9116(a)(1)] The ax rate ~mposed on the net value of transfers to or for the use of the decedent's siblings is 12 ~ [72 PS §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 .~, ,. ,,i,, ~ SCHEDULE B STOCKS & BONDS COMMONWEALTH 0: PENNSYLVANIA INHERITANCE TAX RETURN RESLDENT DECEDENT FILE NUMBER ESTATE OF 21-04- KIDNER, CHRISTINA GLENCAIRN JEFFREY All property jointly-owned with right of survivorship must be disclosed on Schedule F VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER i 422.608 shares Goldman Sachs ~lr Hi Yld Instl Mutual Fund ~ 27.77/sh. $ 3,283.66 2 3,973.06 shares MTB Group Fds Intrm Bd I I Mutual Fund ~ $9.94/sh. 39,492.22 3. 2.171.355 shares MTB Group Fds Shr Dur Gv I 1 Mutual Fund @ $9.61/sh. 20,866.72 4. 1,370.01 shares MTB Group FDS Strm Corp Bd I I Mutual Fund @ $9.8hsh. 13,439.80 5. 517.747 shares Nor[heast Invs Tr Sh Ben lnt Mutual Fund .~_' $7.42/sh. 3.841.68 6 194.587 shares Wt Mut Fd Midcp Val lnst Mutual Fund ~ $23.52/sh. 4,576.69 7. 1598.312 shares MTB Group Fds Lcp Stk 1 I Mutual Fudd fg $9,25/sh. 14.784.39 8. 635.694 shares MTB Group Fds Lcp Val Inst I Mutual Fund ~', $t0.69/sh. 6,795.57 9. 939.594 shares MTB Group Fds Smcp St Inst 1 Mutual Fund @ $9.43/sh. 8,860.37 10. 111.071 shares Thompsoa Plumb Fds inc. Growth Fd Mutual Fund ~, $47.73/sh. 5 301.42 11. 4.342 shares Vanguard Instl Index Pd Sh ben lnt ~ S104.91 sh. 6,750.12 12. 894.99 MTB Group Fds Intl Eqty I I Mutual Fund ~ $9.96/sh. 18,874.10 TOTAL (Also enter on line 2 Recapitulat * 146,866,4 (If more space ts needed inse- additional sheets of the same stze) SCHEDULE E OOMMONWEALTHOF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF KIDNER, CHRISTINA GLENCAiRN JEFFREY 2]-04- Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly owned with [he right of survivorship must be d~sclosed on Schedule F VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION 1 Cash on Hand 5,310.69 TOTAL (Aisc enter on line 5 Recapi a a ion) $ 5,31 (If more space is needed, insert add ticnal shee!s of the same s~ze) p,v~,,,c, ,,,!,,: ~ / SCHEDULE H FUNERAL EXPENSES & COMMON¢IE&LTH OF PENNSYLYANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-04- KIDNER. CHRISTINA GLENCAIRN JEFFREY ITEM DESCRIPTION AMOUNT NUMBER A FUNERAL EXPENSES B ADMINISTRATIVE COSTS Social Security Number(s) / EIN Numeer o', Personal Representative!si 2 Attorney Fees [~aidis. Shuff, Flower, 8: Lindsa}, 26 West High Street, Carlisle PA 17013 4.400,00 Claimam n/a City State -- Zip Register of Wills, filing Inheritance Tax Return 15.00 TOTAL (Aisc enter on line 9 Recapitulation) $ 4.415.00 (If more space is needed, insert additional sheets of the same size) ~..~ SCHEDULE J BENEFICIARIES C~MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE NUMBER So[Mn-Law i I TAXABLE DISTRIBUTIONS (include outrighl spousa d s butions} Erik Ceil , 85% ofresiduars_' estate ?MB 321,518 K mberton Road. Phoenixvillc, PA 1946{> andrew Bell Nephew 9% of residuaD estate 33 Sum~ymede AVenue, Carshalton Beeches. Sum' SM5 4JA ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES !5 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DISTRtBUTIONS The Association of Graduates, West Point, 1% of residuar~ estate 1,477.62 698 Mills Road, West Point, NY 10996 American Cancer Socieb', 1% of residuary estate 1,477.62 L O. Box 897, Hershey, PA 17033 Fhe Salvation AtT~y, 1% of residuaD estate 1,477.62 125 South Hanover Street, Carlisle, PA 17013 Ehe Multiple Sclerosis Society, 1% of residuary estate 1,477.62 2209 Fon'est Hills Drive, Suite 18, Harrisburg, PA 17112 TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ CONTINUED (if more space is needed, insert additional sheets of the same size) SCHEDULE J - CONTINUED BENEFICIARIES -- FILE NUMBER ESTATE OF KIDNER, CHRISTINA GLENCAIRN JEFFREY 21-04- CHARITABLE AND AMOUNT OR II B GOVERNMENTAL DISTRIBUTIONS SHARE OF ESTATE 5. The Cumberland County Nursing Home, 1% of residuary estate $ 1,477.63 1000 Claremont Road, Carlisle, PA 17013 6. St. John's Episcopal Church, 1% of residuary estate 1,477.63 P. O. Box 612, Carlisle, PA 17013 TOTAL OF PART II ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 8,865.72 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1S.7 EX AFP liZ-D4l JAMES D FLOWER SAIDIS ETAL 26 W HIGH ST CA~"iSLE JR ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-07-2005 KIDNER 06-08-2004 21 04-1112 CUMBERLAND 101 Allount Rellitted CHRISTINA J PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE ; i.. CARLISLE, PA 17013 CUT .l.ONGcTHISUiVlE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RiV';fl4"f.IX-.AFp.lDl.~-6!'..Na'r-fcE.oF.INHErtffAN.cE.i'Ai.A.PPRA.fsE'iENT~..A[tOWANCE.OR.............. ... "'-' '~.,'" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF,~,.J<IDNER CHRISTINA J FILE NO. 21 04-1112 ACN 101 DATE 03-07-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED ) 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 B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 146.866.74 .00 .00 5.310.69 .00 .00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 152,177 .43 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 4,415.00 .00 (11) (12) (13) (14) 4.415 00 147,762.43 8,865.74 138,896.69 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due .00 X 00 = .00 125,598.07 X 045 = 5,651.91 .00 X 12 = .00 13,298.62 X 15 = 1,994.79 (19)= 7,646.70 ~ TAX CR ITS: I"AY IT '[+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-03-2004 CD004689 .00 7,646.70 TOTAL TAX CREDIT 7,646.70 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)