HomeMy WebLinkAbout07-01-13 (2) REV-1500Ex(0,-,0) 1505610143
PA Department of Revenue ) OFFICIAL USE ONLY
P pennsylvanla county code Year File Number
Bureau of Individual Taxes �^Pe^erto^^ E
PO BOX.280601 INHERITANCE TAX RETURN 2 1 13 00487
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
04 22 2013 02 28 1947
Decedent's Last Name Suffix Decedent's First Name MI
MINGE CYNTHIA A
(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
® 1. Original Return ❑ 2. Supplemental Return 0 3.Remainder Return(date of death
prior to 12-13-82)
❑ 4. Limited Estate ❑ 4a.Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
(dale of death after 12-12-82)
a Decedent Died Testate 7, Decadent Maintained a Ui hg Trust B. Total Number of Safe Deposit Boxes
❑ ❑
(AtlaM Copy of WU) (Attach Copy of Tru n)
❑ 9. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit ldate of death ❑ 11,Elec ion to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach SCh.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ROBERT P RLINE 717 770 2540
RE6fSTO OF WILLS USf�PREY
C— — O
03 77
First Tine of address r*1 x C->
r-
714 BRIDGE STREET n N M 1-' --zM a
O O
Second line of address C-� Z5 -'C -n �IT
PO BOX 461 o c h
?DATE FRED r rn
City or Post Office State ZIP Code .q en O
NEW CUMBERLAND PA 17070 cn ^
Correspondent's e-mail address:
Under penalties of perjury,I declare that 1 have examined this return,inUudinp accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and Complete.De aretion eparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF P 80 S TIING RETURN DATE
Christopher J. Ravenberg �F-vNE 2.4, zo)s
ADDRESS
2416 Red Barn Lane, Charlotte, NC 28210
SIGNA RE ER N REPRESENTATNE DATE
1- y,4
Robert P Kline 20, z-5''1,4 zov-11
ADDRESS
714 Bridge Street, New Cumberland, PA 17070
Side 1
L 1505610143 1505610143 j
J 1505610243
REV-1500 EX
Decedent's Social Security Number
Decedents Name. MINGE, CYNTHIA ANN
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. 479 , 614 . 10
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7. 33 , 9 9 3 . 85
8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 513 , 607 . 95
9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 1 1 , 307 . 94
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1)................................ 10. 409 . 55
11. Total Deductions(total Lines 9&10)......................................................................11. 11 , 7 17 . 49
12. Net Value of Estate(Line 8 minus Line 11).............................................................12. 501 , 8 9 0 . 46 -
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)................................................. 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)................................................. 14. 501 , 890 . 46
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X .00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 501 , 890 . 46 16. 22 , 585 . 07
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due...................................................................................................................19. 22 , 585 . 07
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L 1505610243 1505610243
r `
REV-1500 EX Page 3 File Number 21 - 13 - 00487
Decedent's Complete Address:
DECEDENT'S NAME
Minge, Cynthia Ann
STREETADDRESS
24 Amherst Drive
CITY STATE ZIP
Camp Hill PA 17070
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 22,585.07
2. Credits/Payments
A. Prior Payments
B. Discount 1,129.25
Total Credits(A +B) (2) 1,129.25
3. Interest
(3) 0.00
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) 21 ,455.82
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;............... x
c. retain a reversionary interest;or............................................................................................................... .. x
d. receive the promise for life of either payments,benefits or care?............................................................. x
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without
receiving adequate consideral ion?........ ............................................................................................................F�
3. Did decedent own an'in trust for" or payable upon death bank account or security at his or her death?......... El 0
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which
containsa 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 RETUR
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 Janus ry 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 Jury 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)1.
•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 1.2)[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 Nor adoption.
ADDITIONAL Personal Representatives
Minge, Cynthia Ann SS# 174-38-7942 4/22/2013
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best of their knowledge and
belief, it is true, correct and complete.
2 Signature
Name Robert P. Kline
Address 714 Bridge Street
City, state,Zip New Cumberland PA 17070
Date 2Qa �ksn p Zo 13
3 Signature
Name
Address
City, State,Zip
Date
4 Signature
Name
Address:
City, State,Zip
Date
5 Signature
Name
Address:
City, State,Zip
Date
6 Signature
Name
Address:
City,State,Zip
Date
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
°MMONWEALTH TAX RETR�V^"'^ PERSONAL PROPERTY
INHERITANCE SIREN EC RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Minge, Cynthia Ann 00487
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 VALUE AT DATE OF
NUMBER DEATH
1 1994 Toyota Corolla 1,246.00
2 Metro Bank#538300807 145,098.45
3 PNC Bank#50-0578-8549 106,231.80
4 Sovereign Bank#1054075336 131,620.35
5 Sovereign Bank#1051139651 22,400.85
6 Wells Fargo Bank#1062766808965 48,251.41
7 Samba Group Plans refund 84.00
8 Erie Insurance refund 25.00
9 Vanguard#09914357882 24,656.24
TOTAL(Also enter on Line 5, Recapitulation) 479,614.10
a "
COMMONWEALTH OF PENNSYLVANIA SCHEDULE G
INHERITANCE TAX RETURN INTER-VIVOS TRANSFERS &
RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY
ESTATE OF Minge, Cynthia Ann FILE NUMBER
21 - 13-00487
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % EXCLUSION
NUMBER Include the name of the transferee,their relatanshlp to decadent VALUE OF ASSET DECUS (IF APPLICABLE) TAXABLE VALUE
and the date of transfer. Attach a copy of Me dead for real estate.. INTEREST
1 Thrift Savings Plan#3801310494958 33,993.85 100% 33,993.85
TOTAL(Also enter on line 7, Recapitulation) 33,993.85
I °
�''rp��'S'pC�H�E�D'''�U/�LE�H�p�Ory
OOMMONN£ALTH OF PENNSYLVANIA rV1 SZAL BIGI..l S&
INHERITANCE TAX RETURN Ar11111Ir�1S /LTT E/+OM
RESIDENT TAXRETU I'1LA1I��YIJ fWrrYG WJrJ
ESTATE OF Minge, Cynthia Ann FILE NUMBER 21 - 13- 00487
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Parthemore Funeral Home & Cremation Services, Inc. 2,893.62
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Kline Law Office 7,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
city State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 613.50
Advertising -Cumberland Law Journal & Sentinel 200.82
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Bank Fees to Integrity Bank 100.00
TOTAL(Also enter on line 9, Recapitulation) 11,307.94
SCHEDULEI
DEBTS OF DECEDENT, MORTGAGE
MM1 , °"" ; LIABILITIES, & LIENS
RESID DECEDEM
FILE NUMBER
ESTATE OF Minge, Cynthia Ann 21 - 13 -00487
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Discover Bank#11'3553 409.55
TOTAL(Also enter on Line 10, Recapitulation) 409.55
REV-0513 EX.(11-08)
SCHEDULE )
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Minge, Cynthia Ann 21 - 13-00487
NAME AND ADDRESS OF PERSON RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER RECEIVING PROPERTY (S) No LEDENt Hsi (Words ) ($$$)
Do
I, TAXABLE DISTRIBUTIONS[include outright spousal
distributions and transfers
under Sec.§116(a)(1.2)]
1 Heather L. Ravenberg Daughter one-half
6 Ducks Walk, Twickenham,
W12DO United Kingdom
2 Christopher J. Ravenberg Son one-half
2416 Red Barn Lane
Charlotte, NC 28216
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00