HomeMy WebLinkAbout09-25-13 -� REV-15500 D((0211) '(;3f OFFICIAL USE ONLY
1606610143
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes ea+aerva,*or ae�c„ue
PO BOx.260601 INHERITANCE TAX RETURN 21 13 119
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
01 26 2013 11 02 1952
Decedent's Last Name Suffix Decedent's First Name MI
ELEDGE CHARLES J
(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 ❑ 3.Remainder Return(Date of Death
Prior to 12-13-82)
❑ 4. Limited Estate ❑ 5. Federal Estate Tax Return Required
(date of death after 12-12S)
❑ S. Decedent Died Testafg ❑ 7_ Cacedmt Maintained a Lrlg Tnrsi 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of wie (Attach Copy of Trust)
❑ 9. Litigation Proceeds Received ❑ 10.Spousal Pwedy Credit(Data of Death ❑ 11,Eleciion to tax under Sec.91130)
betvreen 12.3 1.81 and 1-1-95) (Attach Sshedula O
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
ROBERT G FREY 717 223 5838; n
r Ca r ' r,
Z:r
REGIST4%CQ,WILLS USE ONLY t
r n
Firs!Line of Address >
5 SOUTH HANOVER STREET ca c L3
Second Line of Address
'CbATE FILED GM C
City or Post Office State _ ZIP Code
CARLISLE PA 17013
Correspondenfse4nail address: rfrey @freytiley.c Otn
Under penafties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knoWedge and belief,
0 fs tme,correct and complete.Dacia rer other than the personal representative is based on all information of which preparer has any knmMedge.
SIGNATUR CF FERN '3 RQRIRN ( OAT
�' � � �, �� Jesse K. Eledge
ADD Eau
365 Pleasantview Drive,Lot 21, Etters, PA 17319
SIGNATU Ri NR TATIVE p DAT�E/
Robert G Frey
ADDR 4��c S
Frey and Tilley
5 South Hanover Street, Carlisle, PA 17013
Side 1
1606610143 1606610143
t
Vu 0 +
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_.J 1606610243
REV-1500 EX
DCetlenY
1. Real Estate(Schedule A).......................................................................................... 1.
117 , 700 , 00
2. Stocks and Bonds(Schedule 8)............................................................................... 2.
3. Closely Held Corporation,Partnership or SOle-Proprietorship(Schedule C).......... 3.
4. Mortgages 8 Notes Receivable(Schedule D).......................................................... 4.
5. Cash, Bank Deposits a Miscellaneous Personal Property(Schedule E)................ 5. 70 , 472 . 33
6. Jointly Owned Property(Schedule f
7. Inter-Vivos Transfers&Miscellaneous Non❑-P o ate Property
Requested............. 6,
(Schedule G) p Separate Billing Requested............. 7.
8. Total Gross Assets(total Lines 1 through 7)....................................................
a. 188 , 172 . 33
9. Funeral Expenses and Administrative Costs(Schedule H)............
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10. 22 , 963 . 35
11. Total Deductions(total Lines 9 and 10)..................................................................
ti. 32 , 779 . 35
12. Net Value of Estate(Line 8 minus Line 11)...................
....................................... 12. 155 , 392 . 98
13. Charitable and Governmental Bequests/Sec 9113 Trusts forwhich
an election to tax has not been made(Schedule J).................................................
13.
14. Net Value Subject to Tax(Line 12 minus Line 13)........................
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 14 155 , 392 . 98
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X .00 0 . 00 15.
16. Amount of Line 14 taxable
at lineal rate X .045 155 , 392 . 98 16.
17. Amount of Line 14 taxable 6 , 9 9 2 , 6 8
at sibling rate X .12 0 . 00 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 00 18.
19. TAX DUE................................................................................................................... 19.
6 , 992 . 68
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
I_ Side 2
1606610243 1606610243
REV-1500 EX Page 3 File Number 21 - 13 119
Decedent's Complete Address:
DECEDENrS NAMS
Eledge, Charles J
STREETADDRESS
CITY STATE ZIP
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 6,992.68
2, CreditstPayments
A. Prior Payments 9,000.00
8. Discount 349.63
Total Credits(A +8) (2) 9,349,63
3. interest
(3) 0.00
4. It Line 2 is greater than Line i +Line 3,enter the difference. This is the OVERPAYMENT. (4) 2,366.95
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)
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS
I. 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 Dec. 12, 1962, did decedent transfer property within one year of death without
receiving adequate consideration?.2.................................................................-.._..........,...,................................. ❑
1 Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... C] 0
4. Did decedent own an Individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?........._................... ........................................................................
............... ❑ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 172 P.S.§9116(a)(1.1)(1)).
For dates of death on or after January 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)fii)]. 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 retrn are still applicable even if the surviving 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 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)].
•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(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 Icy bioo�or adoption.
pennsylvanla
DEPARiMENr OF REVENUE SCHEDULE A
" DEDENT R"R s DENT CE REAL ESTATE
FILE NUMBER
ESTATE OF Eledge, Charles J 21 - 13- 119 '
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price
at which property would be exchanged between a Wiling buyer and a wilting seller, neither being compelled to buy or sell,both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
Attach a copy of the settlement sheet if the property has been sold.
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
i House and lot of ground, 308 East North St.,Carlisle. Assessment attached 117,700.00
TOTAL(Also enter on Line 1, Recapitulation) 117,700.00
Pennsylvania SCHEDULE I-
DEPARTMENT OF
ANCETA R MRN CASH, BANK DEPOSITS AND MISC.
' (NHFRrfANCETAX REtURN
REIDENr DECEDENT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF Eledge, Charles J _ 21 - 13 - 119
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointtyowned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 PSECU#5470318069255, savings account 37.16
2 PSECU#5470318069255, checking account 29,385.24
3 PSECU#5470318069255, money market account 33,833.58
4 Mobilepius insurance refund 983.00
5 Capital One Certificate of Deposit 2,912.35
6 1998 Mercedes C280 3,171.00
7 2 guns 150.00
TOTAL(Also enter on Line 5, Recapitulation) 70,472.33
REV-05 11 IXr(4e-09)
Pennsylvania SCHEDULEH
DEPARTMENT OF REVENUE FUNERALEVENSMAND
INRER REStDIT DECEDENT ADMNSIRA1MCOSTS
ESTATE OF Eledge,Charles J FILE NUMBER
__ 21 - 13 - 119
Decedent's debts must be reported on Schedule 1.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Hoffman Roth Funeral Home 2,422.97
2 Legacy.com 79.99
B. ADMINISTRATIVE COSTS:
I. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2, Attorney's Fees Frey&Tiley 7,000.00
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 148.50
Advertising in Cumberland Law Journal and The Sentinel 184.54
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
TOTAL(Also enter on line 9,Recapitulation) 9,818.00
pennsylvania SCHEDULE 1
DEPARTMENT OF REVENUE
INHERITANCETA%RETURN DEBTS OF DECEDENT, MORTGAGE
RESIDENT DECEDENT LIABILITIES & LIENS
ESTATE OF Eledge, Charles J FILE NUMBER
21 - 13 - 119
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 PSECU Visa Card 377.44
2 Final bill to Centurylink 300.00
3 Final bill to Comcast 600.00
4 Final bill to PPL 130.89
5 Chase credit card 9175
6 Carlisle Regional Medical Center 50.00
7 Final bill to AT&T 304.95
8 Final bill to Amerigas 463.54
9 Final bill to LIGI 304.95
10 Wells Fargo Home Mortgage 18,802.41
11 Chase Credit Card 14.53
12 Final bill to Netflix 7.99
13 Chase credit card 1,247.10
14 Aero Energy, past due 265.80
TOTAL(Also enter on Line 10, Recapitulation) 22,453.35
REV-1519 EX+(01.10)
pannsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHEPoTANCE'TAXRETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF Eledge Charles J !FILE NUMBER
_ f!
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not ListTius e(s)
TAXABLE DISTRIBUTIONSIindude outright spousal
distributions,and transfers
under Sec.9116(a)(1.2))
1 Rebecca Eledge Daughter 113 of remainder
2 Jesse Eledge Son 1/3 of remainder
3 Amanda Eledge Daughter 113 of remainder
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
IT 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
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EN
219 North Hanover Street
Corrisle,Pennsylvania 17013
717.243.4511
/ foil free 1.866.451.4511
fax 717.243.3723
ell v✓ww.hoffmanroth.com
ll FUNERAL HOME & CREMATORY, INC. into@hoffmarvoth.com
March 19, 2013
Jesse Eledge
365 Pleasant View Drive, Lot 21
Etters, PA 17319
Statement of Funeral Expenses for: Charles J. Eledge
Date of Death: January 26, 2013 Account Id: 16783-027
PACKAGE:
Immediate Cremation
OPTION 5-Cremation $ 1,990.00
Sub Total: $ 1,990.00
TOTAL FUNERAL HOME CHARGES: $ 1,990.00
CASH ADVANCES:
10 Certified Death Certificates at$6.00 each $ 60.00
Newspaper Notice-Patriot $ 342.97
Coroner's Fee $ 30.00
Sub Total: $ 432,97
Total Funeral Expense: $ 2,422.97
Total Payments Made: $ 2,422.97
Payments Made:
Janet Martyn Check 173 Feb 7,2013 432.97
Jesse Eledge Credit Card Feb 12, 2013 1,990.00
Cumberland Cty VA Check $68454 Mar 19,2013 100.00
Reimb Mar 19,2013 (100.00)
Balance:
SERVING OUR COMMUNITY SINCE 1907
PSECO 02/11/2013
Frey& Tiley
Robert G. Frey, Attorney
8 S. Hanover St.
Carlisle,PA 17013
Re: CHARLES J ELEDGE, Deceased.
PSECU Reference#5470318069255
Dear Attorney Frey:
The above referenced person has an account with PSECU which was opened on
April 7, 1993. The Share accounts were individually held by CHARLES J ELEDGE. The
Visa loan was individually held.
The following are the Date of Death Balances for CHARLES J ELEDGE's account with
PSECU:
Account Date of Death Balances Interest—January 1-26
Shares
(S I) Savings $37.16 $0.00
(S4) Checking $29,385.24 $2.14
(S7)Money Market $33,833.58 $4.82
Loans:
(L9)Visa Loan $377.44
The Visa loan was paid in full on 2/7/13 and this account has been closed.
If you have any questions, please contact me at(717)234-8484 or toll-free at(800)237-
7328,press 6, extension 3120.
Sincerely,
nce
S" andy Fa le %
Member Service Representative
PSECU
l
Pennsylvania State Employees Credit Union
1 Credit Union Ptace, P.O. Box 67013, Harrisburg, PA 17106-7013 . 800.237.7328 . >>psecu.com
THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER.
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