HomeMy WebLinkAbout07-03-13 (2) � Lsos61o1ns
REV-1500 IX(o2-v)(Fl)'�
PA Department of Revenue P�Y��� �FFICULL�8E ONLr
BureauoFIndSvidualTaxes �NHERITANCETAXRETURN �ry� Y� FueNurter �
PO BOX 280G01 ,�y ��
FWrrtffiu�o,pp i��z&oGoi RESIDENT DECEDENT � � `�T��
ENTER DECEDENTINFORMATON BELOW
Saclal Securily Numbar Date of Death MMD�VYYY Date of Birth MMDDYYYY
04/73/2013 07/13/1950
DecedenPs Last Name � Suf�x DecedenPs First Name MI
Kutr Cordelia L
(H AppllcabN)Enter Surviving Spouse's IMonnatlon Bslow
Spouse's Lasl Name SWfix Spouse's First Name MI
Kutr Leonard A
Spouse's Social Security Numba
THIS RETURN MUST BE FILED IN DUPL�ATE WfiH THE
168-3&9883 REGISTER OF WILLS
FlLL IN APPROPWATE OVALS BELOW
� 1.Original Retum O 2.Supplemental Relum O 3. RemairWer ReNm(Dale of Death
Pnorto 12-73-82)
O 4.Limitetl Estate O 4a.Fulure IMeresl Compromise(date of O 5. Federal Esiate Tax Retum Required
death aRer 12-12$2)
� 6.Decetlent Otetl Testate O 7.DeceGent MaintairreC a Living Trust 0 8. Total Number of Safe Deposk Boxes
(Attach Copy of Will) (Attach Copy M Tnist.)
O 9.Lttiga6on Proceetls ReceiveC O 10.Spousal Poverty Cretlit(Dale M Death O 11. Electbn to Tex untler Sec.9113(A)
Between 12-37-91 an0 1-7-95) (Atlach Schedule O)
CORRESPONDEH�- THIS SECl10N YUBT BE COYPLETED.ALL CDNNESPONOENCE AND CONFlDEN1fAL TAX INfOHNAi1W1 SIpULD��tECTED T0:
Name Daylime Telaphone Number
Leonard A. Ku� 7/7�ZY 3-6L�OL �
a � n oF xn ~ a�Lrn
g � � �? �-�
� -1 � CJ) y7
Frsc��e wndare� rn s c . + ;�.;,
628 W OW York rd r -
� -��v f'!t W �� T1
� cn �� c :�
SeoorM Line of ACtlress � � �_ --C; -+�� _'�
C7 ���' '"�� � ._ C .
<J :OATE FE.ED�J �__ �'
Cily or Post Olfice State ZIP Code _ �
Cadisle Pa 17015 a o T
con..Po�a«�rs.�n.n adaA..:ialQ456786�amail.com
waer veoemes a�y,i aaa�e ar i ne�e wmt�a ws rowm,i�a�ano a�.ytq sdra,rs em aammrm.ena m me nea onm a�eaae a�a ee�er,
rt re o-ue�ca,ea eod comqe�e.oeaewuon a v�evder aner men u,e w�e��,m,.anmu�w b weee on d�mroimeuoo or wnkn weperer nae aor knrnW,dBe.
SIQNA OF PER�+ftE FlLING RENRN DATE
+c,.,��? Q�� 07�03 / 3
AD �as�, o�o s�,��c 2s. c�-�us�f�� ��a�s
SIGNATURE OF PREPARER O7HER iHAN REPRESENTATVE DATE
ADDRE3S
n.�usE aewiwLL ronr o�r
Side 1
L 1505610105 15�5610105 J
�
� 1505610205
REV-1500 EX(FI)
DecedenCS SoGal Sewrity Number
oec�u�rs wme: CordeNa L. Kutr
aec,swruutwH
1. Real Esfate(Schedule R). ............................................ 1.
2. Stocks and Bonds(Schedule� ....................................... 2.
3. Cbsely Held Caporation,Partriership w Sde-Proprietorship(Schedule C) ..... 3.
4. Mortgages arM Ndes ReceivaDle(Scf�edule D)........................... 4.
5. Cash.Bank Deposils antl MisceAaneous Personal Pmperty(Schedule E)....... 5. 101,418.00
6. JdMly Owr�ed Properry(Schedule F) O Separate Bilfmg Requested ....... 6.
7. Inter-Vvos Transfe�s 8 Miscellaneous NarP'obete Piv�erly
(Schedule G) O Sepa�ate BAtlng Requested........ 7. 65,784.00
8. Tohl fiross I�seeb(btal Lh�es 7 through 7)............................. 8. 16T�Z02.00
9. Fune�al Expanses and AdminisUalive Cosls(Schedule H)................... 9. 3,403.00
10. Debts of Decedent.Mortgage Liab�ilies and Liens(Scliedule I)............... 10.
t1. Tatal Deductlons(mtel Lines 9 antl 70)................................. t1. 3,I03.00
12. rNt ve�ua of Esha(une 8 minus Line it) .............................. 12. 163.799.00
13. Cha�ilable and Govemrnental BequestslSec 9173 Trusts for wtridi
an eleclion to tax Aas ral Oeen made(Sd�edule.� ........................ 73.
14. Ne!Vahw$uhJ�ct b Tax(L'me 12 minus Line 13) ........................ 14. 763,799.09
TAX CALCUTATON•SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amourrt of L'me 141axable
at Me spousel tex ra�.or
tranafeis wider Sec.911fi
(ax1.2)X.00 0.� i5. 0.�
18. Amourrt of Lirre 141axable
at ineal rate X.0_ 16.
17. Artpunt of Line 14 taxahle
at siWing rate X.12 17.
18. AmouM of Line 14 taxabk
at cdlateral rate X.15 18.
19. TAX WE......................................................... 19. 0.0�
20. flLL IN THE OVAL IF YOU ARE REGUESTINf3 A REFUND OF AN OVERPAYMENT p
Side 2
L 1505610205 1505610205 J
REV-1500 EX(FI) Pape 3 FNe Numhr'
Decadent's Complete Addross:
Cordeka L. K�z
_ —_.. --—.... - ---- ..— .�
st�raoore� -- — -_ -- — -_ _ --- -.,._
828 W Old Y�k Rd
- --- .. ..---- -- _.__ ___—_.. __
CI7Y ._� �. STA7E ... ' Zfp `_
���� PA t701b
Tax Payments and Credits:
1. 3a�t{lue{Page 2,tine 18} (1} 0.00
2. Credifs/Payments
A.Piior PayirreMs
� B.Disaunt
_------.-----._—._ _._ _ 7ota!CredHs{A+B} (2}
3. �Meres� T
(3)
4. If Line 2 is grbalet than i.trae t�LhtB 3,et�the dM/erar+ce. ThiB fs tt�e OVERPAYf1ENT.
FNI k�ar�a{F�e 2,Une 29 tc nqwa s r�aut. (4l
5. ' It Line 1+��¢3 is greater Ihan Line 2,enter the diflerence.This is the TAX pUE (5) q,00
Make check payable fo: REGISTER OF WlLLS,AGENT.
PLE'ASE AN$YMER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRWTE BLOCKS
L tk�f dec9dent+�a transfer�d: Yes t�
a, r�ea1 the use at e�me d�e proPerty har�red.......................................................................................... ❑ �
n. re�,u�e rigm to aesg�e�e wno ai�Y use n,e property tre�erted a tts N�rt�e............................................ ❑ ■
c. ,�ain a+ev�siwurty ir�est.............................................................................................................................. ❑ ■
d. reCeiY8itleD�ee�'�ofeithetpH}m�et�hs.bena�s4tcaze?....._.__.._...__...._.........._............................. ❑ �
2. fl deatl�ooCUred all�`[iec.12,tA92,did decedenl hanekr propeAy nitl�iri one Yaar of dealh
wiCaul receiuNg alleqUete mr�de�`6Uon7.........._................................................................................:................. ❑ �
s. �ia aeosd�t am an•i��t tar«p�e�upo�de��k aa�or�a�y�r�s ar na ae�i,z._...__.... ❑ ■
4. tS�t deoxfe�u am an iiwNvaluai r�ttem�t acaurrt.armuity or oC�er+arrp�Obete qroPerty,wfiich
contein&8��n? ........................................................................................................................ � �
�TNE AMSVMER T4,Ul1'OF T}�A�80YE Ct�3T10F�IS'lES,1'OlI tN�7 COINM.ETES�ILE 6��E(TAS PART OF iHE t�1U�1.
For dates of death on a after July 1,1994,and befae Jan.1,1995,the tax rate imposed on Ihe net value of transfers to w fa Ihe use of 1he su�viving spause
is 3 Percent{72 P.9.§9316(a)(S-i}(}1•
Fa dgtes ot�on or alter.lan. t, 1895, the ta�c rate imposed on the net vaiue of bansfers io a for the use ot the survNing spouse is 0 percent
[T2 P.S.§9116(a)(1.11(e11.The aFaiute doas rat exempt a trar�er to a surviv"tig spouae hom tax,and Uie sfetutay requir�nents for disdosure of assels and
filing a�reWm are stiB appic�le even H the survivirg spouse is tlie only 6d�ekaery.
Fa dates�d�ih on or sit�J�y t.2000:
• The ta�c raUe inposed nn Ihe net vakie ot transfers irom a deueased driW 21 years of age or younger at death to w for Ihe use of a naturel parent,�
aaapuve parent«a stepparent M me d�a is a perc�t pz P.s.qstts(aMt.2�).
. 7t»tazra�eimposedonit�rretv�ueWt�ar�s�a�rQ+et��ffiaedes�denYs�at ' isd.5petc�t,exc�a�stt�d�t[72AS.�116(a�S}�.
. 7he tax rate impoaed on Ihe net vaWe M transfers to a fa tlw use ot the decedenPS sibFngs is 12 percent(72 P.S.§9716(a)(1.3)J.A sibfmg is derined,
unr�r Sec9ai 8102,as an irMlNdual who has at legst aie parent in camwn witli tl�e�t,whetl�er b�bbqd a adop6on.
REV-�5o8EX+(oe-u)
�j pennsytvania SCMi�1YLE i
1�iT otvvaR,�rroFr+EUEra+,e CASii, BANK DEPOSIT5 8c M25C.
,nHewrnnce Tn�t rct�unN p�R$QNAL PROPERTY
RE$[DENT DECEUEN7'
ESTA7E Of: Fii.E XUMBER:
Conde�ia l. Kutz 2013-OOi49
Include Me proceeds of I'rtigatio�and Me dake the proceeds were received by the estate.
Ali praparty jMnqy ownad witl�rigM ot yuMvonhlp murt be diaclaMd an SchadWe f.
� VA�UE AF DAIE
NUMBER 4ESCRIVTION pp DEqTry
1, FidehtyBrokageAcaauntX-11-808773 101,418.p0
�
T4TAL(Also eMer on Line 5, Reppituladon} # 101,418.p0
If mare space is needed,use add'tkiata(sfieeks of PaRer of the sartte 5iie.
REV4i10 EX+(OB-o9)
' � ' pennsylvania SCHEDULE G
pEPARTMENT OF REVENUE INTER-VIYOS TRANSFERS AND
'""E"'i""�TT"""ET""" MISC. NON—PROBATE PROPERTY
RESIOENTpEGEDENT
ESTATE Of fItE NUMBER
Cordelia L.Ku#z 2013-0449
7his schedule must be completed antl filed if the answer to any of questlons i through 4 on page three qf the RE4-15p0 is yes.
DESCRIP'T30N Of PR4PERTY �
IfEM u�a.�n�r+u�an�?wwsmc�,n�t'rannana�nora�c�ru+o DkiEOFDERiH %OFDECD'S ExQU5I4N FRXABIE
NUMBER nffaareoFmnwsfcaAnna�ACOrvo�n�eo�ptcaneuFSrare. VAlUE0fA55ET INTEREST nrnwucne�� VAWE
1. TIAA-CREF 43.070.00 10Q 43,p70.60
p CORNERSTONE fED CREDIT UNfON IRA CUIDIKi590d ���q�p �pp 22,71d.qo
TOTpI.(Also enter on Liae 7, Recapitulekion) f 65,784.00
it mme space is needed,use addiHU�af sheets of pay�.r of Me sama s+ze.
i
R6'VdSll EX+(10-09)
� pennsylvania SCHEDULE H
DE4ARTMENT Of REVENUE FUflIERAL EXPENSES AND
'""H"T""�T^'�"E"'a" pDMINISTRATIVE CQSTS
RESI�ENT 6ECEDBIT
fSTAT£OF RLE NUlIBfR
Cardelia L.Kutr 20t3-0449
GecedenNa debls murt b+r RpoRed rm Sehedvk T.
lTFPt
NUtdBER pESCRIPTION AM6i7K�
n. FONERAL EXPENSES:
1 HOI.LItJCiER FUI�RAL HOME,MT HOLLV$PRNGS,PA. 3,214.p0
a. ADMINI5`fRATIVE CO5T5:
2. Perwnal RepresertWtive Canmissions:
Namc{s}oF persoasi Representxpve(s)
........ __.._. ..._. _ ..___ ...._.
SCreet Address . .___ _. . . ,
GtY. . _ . . ._.. .. ._...___ ....._ _. ..._._SW!e. .__..Z[P.. _ .
YeBr(5)Commission Paid: , ..
2. Attumey Ftes:
3. Famity Euemption:([f decedenF's address is nbt the same as[lalmanYs,attach expWnatioh.)
Ciaimant
..._.. . ... .. ._. ... _.__ ._._ . .. .. _. .__ .
Street Address ��
. ._ . ....___ . _.... _. ._ . .. . .
GtY .. . ._ .. __... _. . .... . _. .. _ . . ._.Skate _._ . ZIP. _._.
Reletionship of Claimant tu beCedent
__ . .. . ._.. .
4. Probate Fees: ' �$�,p�
i Accountant Fees:
5. Tax Retum Preparer Fees:
7.
TOTAL{AYso eMer on Line 4,Recapitulatlon) f 3,403.OQ
If morc spece is needetl,usc aGditianei streetr of paRe*of the seme size.
LAST WILL ANI3 TESTAMENT
I, Cordelia L Kutz, of Cariisle, Cumberland County, Pennsyivania,
being af sound and dispasing mind, memory and understandin,g, declare the
following to be my last wiil ancl testamen#, hereby revoking any and al2 wills
heretofare made by me.
Item I. I direct my executor hereinafter named to pay atI my debts and
funeral expenses.
Item II, I give, de�ise and bequeath alt my prroperty, both real and
personal, to my hust�and, Leonard A. Kutz, providing he survives me.
Item III. In the event that my husband does not so sur�rive me, or dies
in a common disaster with me, I give, devise and b�ueath alI the rest,
residue and remainder of my property, both real and perssonal, to my two
childreti, Amy. and Matthew, in equal shares. If either of my clvldren shauld
then be deceased, his or her share will go to his ar her issue per stirpes. If
either af my children shall then have died without issue, his or her share will
ga ta my surviving child.
Ttem N. I n+�utinate, constitu#e and appaiitt my husbar►d, Leonard A.
Kutz, as my executor. If he should be unable to serve, I appoint my daughter,
Amy L. Kutz, as substituke executrix, and I direct thak they both should serve
without bond
IN WTJCNESS WHIEREQF, I have hereunto set my hand and seal this
_,�������day af `�P'�t'.i1?� ,1497
�,
� � (SEAL)
_l,"C�t C,�c.
Cordelia L. I�utz
Signed, sealed. published and declared by #he above named testatrix, � �
as and for her last will and testament, who at her request, in k�x �,., � ra
presence, in our gr+e�ence, and in the presence of each other � �s � o
hereunto subscribed our names as attesting witnesses: m � �, � ,.�",� �v
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