HomeMy WebLinkAbout07-31-13 (2) J 1505610143
REV���7Mo FXi02117 �
OFFICIAL tlSE ONLY
PA Department of Revenue pen�ylvania co�nry coee vear File Number
6ureau of Individual Taxes ^��•^*•�*��e��
P080X2$q641 INi1ERlTANCETAXRETURN 2Y 13 Qfi35
Harrisburg,PA 17t28-OSOt RESIDENT OECEDENT
ENT�R DECEDENT INFdRMATiON BEIOW
Socia�Secunty Number pate of Death Date of Birth
�2 1a Zoii os a�. 1933
6ecedenYS last Name SuiF�c DecedenYs First Name MI
SAWE ROBERT J
(If Applicabte}Enter Surviving Spause's lnfarmation 8eiow
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Sociai Securi#y Number
7HI5 RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
PILL IN APPROPRIATE OVAIS BELOW
� 1. Otlginal Return � 2. Supplemental Reium � 3. Remainder Retum(Datp pf Deattr
Pnorta 72-18-a2)
� 4. Limited Estate C� 4a.Future inierest Compromiae � 5. Federal Est2te Tax ReNrn ReqUired
(tla�e Cf tleatF181ter 12-12-82)
[� g DecetlamOietlTeeiate � �, Pece�ar��htai� neaa�ivine7rust _d e. TotalNumberofSafeDepositBqxes
(AtlechCOpyofWilp (nea= oov 4tis��
� � 9. LitigationProceedsReCeived C1 �n��jwaenig-°a1��ena���oe9gMOeetn � 7�,EIBCtiOntotBxunderSec.6113(A) �
{Attach Schedute 4}
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESP�NDENCE AND C�NFIDENTIAI TAX INFO�MATIONSHOULO 9E DIRECTED Tp:
Name Day�d�e Te�ephonp@rNumtliv �
AARON C 3ACKSON ESQ 7�7`,�'234 4r�.2��: �
c: = —
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R!$IS'TER-OF V 1�.3 U.$E t7�lLY
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FirotLineofAddress A�-:; ,�..` '` `.`: -Tr
z L�ton� zsRxvE ;J -
._,�. ,.�_�� E._.. '.._ :.:'7
Second line of IWdress ^� ' �, ..,,. ::�
SUITE 200 m �� � -�q
DATE FILED
Gity or Poat Office Sfate 7JP Code
LEMOY`NE PA 17043
CorcespondeM's e-mail addresa: ���ck8olt�tUCkB!'18W.00ltt
Untler penattiea of parjury,I tlectare that f have examined tnie retum,including accompanyi.ng schetlutes and statements,and fi Uu best of my knowietlge and beNet,
it is hu9,�rrect a�tl campiete.DedaraNa�of preparer arher Man the personet representatrve Is based on aii intannatian atwhich preparer has any knvMedge.
$IGN R�SON�ONSIBLE F R FILING R� OATE
3ean L Sawe �Jf q�//3 _
�ess
tt ��2�1� �
16 I.onpview Orive MechanicsbutA PA 17Q65
S`GNAjjj�E PREPAitE THEFT'+3�REPRESENTATIVE f1ATE
� � Lt,..--� Aaron C.Jackson Esq.
ADDRESS
2 Lemoyne Orive Lemoyne PA
Side 1
� 1505610143 1505610143 ,,,�
� 15U5610243
REV-1500 EX
DecadenYs Social Security Number
oa�aa�rsNama: Sauve, RobertJ.
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 0 . 0 0
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. 0 . 0 0
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 0 . 00
7. Inter-Vivos Transfers&Miscellaneous f�q-Probate Property
(Schedule G) LJ Sepafate Billing ReqUeSted............ ],
8. Total Gross Assets (total Lines 1 through 7)........................................................ 8.
0 . 00
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 3 � 000 . 00
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 8� 923 . 16
17. ToWI Deductions(total Lines 9 and 70)................................................................ ��. 11 , 923 . 16
12. Net Value of Estate(Line 8 minus Line 11)............................. ....
iz. -11, 923 . 16
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)............................................... �4. -11 � 923 . 16
TAX COMPUTATION-SEE INSTRIICTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rete,or
transfers under Sec.9116
(a)(1.2)X.00 15. 0 . �0
16. Amount of Line 14 taxable
at lineal rate X .045 � . �� 16. 0 . 0� .
17. Amount of Line 14 taxable
atsiblingrateX.12 0 . 00 77. 0 . 00
18. Amount of Line 74 taxable
at collateral rate X.15 0 . 0 0 18. 0 . 0 0
19. TAX DUE................................................................................................................ 19. O . OO
20. FILI.IN THE OVAL IF YOU ARE REQUESTING A REfUND OF AN OVERPAYMENT. �
Side 2
L, 15U5610243 1505610243 J
REV-1500 EX Page 3 Filg Number 21-13-0536
Decedent's Camplete Address:
DECEDENT'S NAME
Sauve, Robert J.
STREE7ADDRESS � �
16 Longview Drive
CtT� ` STATE ZIP
PA
Tax Payments and Credits:
4. 7ax Due(Page 2,�Line 19) (1) 0.00
2. CreditslPayments
A. Prior Payments
B. Discount B.OQ
Totai CredRS tA +Bj (2} 0.08
3. Interest (3)
q. If Line 2 is greater thao Line i +Line 3,enter the difference. This is the OVERPAYMEN7. (4)
Check box an Page 2,Line 20 to reguest a refund — �`—'��
5. !f Line 1 +Line 3 is greater#ha�li�e 2,anter the difference. This is fhe 7AX DUE. (5) d.(�8
Make Check Pa able to: REGISTER QF WlLLS AGENT.
FLEASE ANSWER THE FOLLOWING QUESTiONS BY PLACtNG AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make e kransfer and: Yes No
a. retain the use or ir�come of the property transferced:.............._............................,....................._........... ❑ x
b. retaln the right tp designate who shall use the property transferred or its inoome:..................................
c. refain a reversionary interest;or......._.................................._........._................................,....................... � x
d. receive the promise for life of either payments,benefts or care?............................................................ ❑ z
2. If death accurzed after Dec. i2, 1982, did decedent transfer properEy wiffiin ane year of death without
receiving adequate consideretion7........................_...................,................,,........,..................,........................ ❑ �
3. Did decedent owo an"in trust for" or payabla upon death bank sccount or security a[his m her death?...,... ❑ 0
4, Did decedent owo an individua{retiremant account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑ �
ff THE ANSWER TO ANY dF THE ABqVE GtUESTiQlf5 tS YES,Yi7U Mll57 COMP�ETE SGHBDULE G AND FILE IT AS PAR7 t3F TNE RETURN.
Far dates of daath on or after JWy 1, i 994 and before Jan. t,1995,#he tax rate impased on the nef value af transfers to or for the use af the surviving
spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death on or after Jaouary t, S 995,the fax rate imposed on the net value of transfers to ar for the use of tM1e surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouae from tax,and the statutory requirements for disdosure of
assets and filing a tax return ere stili appllcabPe even(f the surviving spouse is the anty 6eneficiary.
For dates of death on or after July 1,2000:
. The tax tate imposed on the net value qf transfers from a deaeased phild 21 years of age or younger at desth 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){42)].
. The tax rate imposed on the net vafue of tranefers to or for the use of the decedenPS lineal beneficiaries is 4.5 percent,except as npted in
[72 P.S.§9116(a)(1)I.
. The tax rate imposed on tbe net vaiue af transfere to or for the use of the decedenPs siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A
sibling is definad under Section 9102,as an Individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-i5N EXt(70-0e)
pennsylvania SCHEDULE H
DEPARTMEN70FREVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN
RESIDENTDECE�ENT ADMINISTRATIVE COSTS
ESTATE OF
Sauve, Robert J. FILE NUMBER
21-13-0536
Decedent's debts must be reported on Schedule I.
ITEM
N M DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. PersonalRepresentative'sCommissions
Name of Personal Representative(s)
Street Address .
� City State Zio
Year(s)Commission Paid
2. AttorneYs Fees Tucker Arensberg, P.C. 3,000.00
3. Family Exemption: (If decedenYs address is not the same as claimanPs,attach explanation)
Claimant
Street Address
Ciry State Zin
Relationshio of Claimant to Decedent
4. Probate Fees
5. AccountanPS Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
TOTAL(Also enter on line 9, Recapltulatfon) 3,000.00
Copyright(c)2009 fortn software only The Lackner Group, Inc. Form Pq-1500 Schedule H(Rev. 10-09)
. . . . .. . _ . . . _.
Rev-0612 E%+(ib08)
scHEOU�E i
pennsylvania Q�gTg OF DECEDENT,
DEPARTMENT OFREVENUE
INHERITANCETAXRETLIRN MORTGAGE LIABILITIES AND L.IENS
RESIOEN70ECEDENT
ESTATE OF FI�E NUMBER
_ Saeve, Robert J. 21-13-0536
Repnrt tlebta Incumtl by tha tleaadant ANar to tlaeth that remaMatl unpeW at tha tlate af Ceath,4nchWi�unnimburwd maikei e�pensae,
17EM VAlUE AT DATE
NUMBER DESGftIPTION OF DEATH
7 Bank of America-Acct. No ending 8788 3,910.47
2 Bank of America-Acck No ending 773Q 5,042:69
I
TQTAL(Also enter on Line 10, Recapkulation) 8,923.16
(rc more space�s needed,etlditiona�pages at the same size)
Copyright(c)2008 form software only The Lackner Group,Inc. Form PA-t540 Schedule t{Rev.12-OB)
. �
STATE OF Pennsylvaoia
IN RE: ESTAT6 QF IN THE REGISTER4F WILLS
ROBERU SAUVE CUMBERLANQ COUNfiY
CA5E#: 21130+3fi
STATEMENT 16F CLAIM
.dIS Recovery Solutiuns,LLC,urvittr on belrstf bf Bank oTAinerin
1. hereby presents for 61ing egairtst tha above
estate this statement of claim in the amount of$ $3,924.47
2. The basis for the ciairn is accaunt number 426a296997413155 �yhich was opan on
S/2212QQQ .
3. Th�ti3iTi6 811d SddiC55 df LhC C131177311[IS AIS Recovery Soluibns,Li.C,servkeron behai�otEank of America
P.4.Box 248832,Okiahoma City,OK 73124
4. This ciaim IS NOT contingent
5. This ctaim IS NdT secured
6. The last payment made on the account was 5 539.00 on 3/3J2Q12
7. Please send payments to nt5 Rern�ery Somtions,LLC,strvicer on behalfof Bank of Amcriea
P.O.Box 248852
Oklahoma City,OK 73124
1•888•221-0299
Please write the above accaanf number on your cheek. �
Under penalties of perjury,I declare zhat! have read the,foregoing,and tfie facts atleged are true,to the
� best of my knowtedge and belief.
Executed this 30 day of �jgy . 2013
AIS Recavery Sotutions,LLC, servicer an behalf of Bank of America
Claimant Name: Crai Smith
Ctaimant Signature: '✓�\, �
y
3TATE OF Pennsyivania
IN RE: E5TAfiE OF iN THE RECisTE�z oF wt[.�S
ROBERTISAUVE Cl1M8ERLAND COUNT'Y
CASE#: 2113(1536
STATEMENT OF CLAIM
AIS Rttovery Soiutlona,LLC,servittr an bebaltoP Baak ef Amerlca
1. hereby presents for filing against the above
estate this statement of ciaim in the amount of$ �5,012.69
2. The basis for the cfaim is aocount number 43t3070948908224 which was open art
9/iii981 .
3. �}'!8 i13lriC fllif�8C�{�YCSS Of t}i8 C�81I112Tit 15 AIS Recovery So�ut(ana,LLC,servicer en behalCaf Bank of Americs
P.O.Box 246852„Oklahoma City,OK 7'Ji2$ �
4. This oiaim IS Ni3T contingent
5. T1ris claim IS NQT secvred
6. The tast payment made on the account was $ �Sa�� on 217t2012
7. Fiease send payments tn nts aecovery solucions,I�LC,servicer on befiaif of Bank of America
P.O,Box 248$52
Qkiahoma City,pK?3124
r-sas-zzt-az9v
Please write the above accouat aumber on your check.
Under penalties af perjury,I declare that I have read the foregoing,and the facts a!leged are true,to the
best of my knowledge and belief.
Bxecnted this 30 day of Mnv 2413
AIS Recavery Solutions,LLC,servicer ou bahalf of Bank of America
ClaimantName: Crai Smit6
Ciaimant Signature: C'"��"` _,____~_
�---_._._...
TUC;KER�.��RENSBERG Fakh D.Henry,parakgat
A t t o r n e y s thenryg.tudcerlaw.can
July 30, 2013
V!A FlRST GLASS MAl�
Glenda Famer Strasbaugh
Register of Wills
Cumberiand County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Robert J. Sauve, deceased
Our Fi{e No.: d28$11-159931
DOD: C}ecember 10, 2011
Dear Sir or Madam:
Enclosed for filing please find two (2) ariginals and one (1}copy of the Pennsyivania
Inheritance ta�c return in the above-referenced estate. Piease time-stamp the copy and
retum it ko me in the enclosed self-addressed stamped envelope. Also enclosed is one
(1) original and one (1) copy of the Inventory for the above-referenced estate. As noted
on the Inventory, this estate was opened to handle the sale of real property in South
Carolina -There were no probate assets in Pennsyivania.
Should you have any questians, please do nat hesitate to corrtact me. Thank you for
your caopera#ian in this matter.
Very truly yours,
TUCKER ARE SBERG, P.C.
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C,�. r.h �---. '�' f�"7
S�rg �
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Faith D. He ' _ __ , ,�
Paralegat to Aaran C. Jackson r �-° . _ `_Y
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HBGD9:13�458-0 028817-159931 �'� �
1LCker Arensberg,P.C. 2lemoyne Drive SWte 204 l.emoyne,PA 77043 p.7t7.234.4121 f.7tZ232.6842 www.tuckeriaw.com
1500 One PPG Place Pittspurgh,PA/5222 p.472.568.7212 f.412594.5619
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