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Home My WebLink About11-08-13 November 5, 2013 Register of Wilis 1 Courthouse Square, Room 102 Carlisle, Pa 17013 Re: Estate of Ronald Lee Egolf Docket#21-13-1003 Dear Ms. Strasbaugh, Please find enclosed a replacement check for the Estate of Ronald L. Egolf for$2,104.00 which is the amount due on the return filed 9/24/2013. The original check for$1,402.60 was an incorrect amount due to the wrong amount of discount taken. I have included a copy of the first 3 pages of the return and your letter dated 10/16/2013 for your reference. Thank you, �,2�G��GV-�'�r � Stacey W. Sullivan Executrix ,.�; � c, � � � r�n � � � � � � � r � � `� . � m rr� � � � � � � � � � � � �7 � � "'� -r� ",� � �j ,,,r,� "�"5 � � �"'' � f"1 i �" � �j O -J . O4 CuM Glenda Farner Strasbaugh ,� eF Marjorie A.Wevodau Register of Wills& 2 � First Deputy Clerk of the Orphans'Court o z u � o Wanda S.Zeigler Kirk S.Sohonage,Esquire Second Deputy Solicitor »so (717)240-6345 1 Courthouse Square,Room 102 FAX(717)240-7797 Carlisle,PA 17013 OFFICES OF 1-888-697-0371 x 6345 �.egi�ter of �irr� acttD� �Crer� of t�je �r��ja.r��' �ourt �uuTttp uf l�Cunt6erCanb October 16, 2013 Ms. Stacey W. Sullivan 244 12t" Street Pasadena MD 21122 IN RE: Estate of Ronald Lee Egolf, Deceased Docket No. 21-13-1003 Dear Ms. Sullivan: Please be advised that the Pennsylvania Department of Revenue has directed this office to void Receipt No. 18180 as the bank provided notice to them that the check was returned. The return reason listed as Refer to Maker. This receipt was an inheritance tax payment made with Check No. 1276 for$1,402.60 and was received by the Register of Wills office on September 26, 2013. If you have any questions or concerns, please feel free to call. Yours truly, ��.��w�` Glenda Farner Strasbaugh Register of Wills & Clerk of Orphans' Court � „,� . . �� , � 1505610101 REV-1500 °`�°'_1°> � OFFICIAL USE ONLY PA Department of Revenue pennsylvani� County Code Year File Number UEV�PTME111 Oi IIEVENVE Bureau of Individual Taxes ,;�,-�— ,�,_...�, ,�,�,..�,.,.,,� INHERITANCE TAX RETURN ► �' � s; � a � C. PO BOX 28o6oi �� Harrisburg,PA 1�128-o6oi RESIDENT DECEDENT � t,.� � ��. 1� �' � ;�,,,� „��,� t; ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ��- .� ,.�.� �- „ , � �.� �� - �..� � r, €^�-�.�:_.' i�...�,� ! �1�T7�2 �3 �f �`t5F3��: y'Fbb��Za� t 3�; ;C9 �S� j� l� t��fy 3�' ..s`.:.x�it��. ��..^�E�._.�-..r-�.�r. Cz�.._�s��_._._..�..._-=�_,._� E�_.�.��:- ,r�rc..^,.-a�s��a�.:�c�z�' DecedenYs Last Name Suffix Decedent's First Name MI ^�r ..�..,�,�_• r^.� .--- ,�^ -sc_r F� � � -�c r. ,-�-�*�t,- -a �^.-,�-^ G G o;-.�'.��.�� :� s � _� � �__.�� 1?�c� �►�� b� � � � ��;.� �L� t -�-. � cti.:�, ,.,.�.�, .ti„�_�:;-.��,.:�._...x.___...., r__� :c�..�. L_.s<:_....�w..,�-�.r...��::_>.. _.-n.,�^.�„�_.�z...» (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI � � �. _.,�.,�� s-�=,;� �- >_-- � � �-^-�.-,�a��-��•u��- � , � � �� & � �� , =�. � ��.—.�,��.-�.��.�:� ��- n�. ��_��_�.�...�..�:�� .�.,, �� 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 p 2.Supplemental Return p� 3. Remainder Return(date of death priorto 12-13-82) � 4. Limited Estate � 4a.Future Interest Compromise(date of a 5. Federal Estate Tax Return Required . death after 12-12-82) � 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) � 9. Litigation Proceeds Received p 10.Spousal Poverty Credit(date of death Q 11. Election 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 T0: Name Daytime Telephone Number � �- ��- � . �- -y.�'�.;��-F C L}�� _.�"-�--`�--�°s 1�� .��-�,..,_F�� ,��7�� !r� � � �9 (E�'�< _� _ r� .,s_..� � -r��°�",�-�:�..» REGISTER OF WILLS USE ONLY First line of address � ��--::.:�.res� �° . , --��,.'�'��.-c�"�`�.^�.-i�� € a€ -i--z`--�-- . � �2�!�1��4 � � ��-�,��S..!-�_E_-� �.��,��_�._.��.� ar.�� .r �: � ; .�,..�� _ __ Second line of address �.�� .� �.. �:� -�.. �-; t .��, ,- . -�- ' ..F�� ._ �,•--.•,�--s.-�� -�i � S� � k � � � }; _,� S k } _ - C�, ...... - � �,�_ �_ _._.��`��._� _ ..._ .,_ :�-:...._ _: DATE FILED City or Post Office State ZIP Code R -�.�� _ r� --� �- � t s � R � x�-�x- .�s... ��i� ��'� ��--�� _�,��. E_ �; �M�'h� � "? 1x1 �?'�t _ �' � _� �� 'L'i£:>�r:°......_.�Ss� �T...+. . . ._ _ _ . _ L._ . ...._�. L�=.3;��_...v..��..�... __��._.�..�..�.L:�.: �.�.�.. i CorrespondenYs e-mail address: �(;� S �'{'Z(�� CC3-hti("0. �.y't_� Under penalties of perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on ali information of which preparer has any knowledge. SIGNA E OF PERSON RESP NSIBLE FOR FiLING RETURN TE �.•� W . ��'V', �"o�y"'u�� ADDRES�S_��" I�}f � ��e�� i A' _fj �'i' � Z�-- ll.�� 1�C( SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610101 1505610101 � . ♦ 15�5610105 � � , � REV-1500 EX DecedenYs Social Security Number DecedenYs Name: �t10.`OF� �� O�-Y ' 7 Z'' � � � �`�`� RECAPITULATION ( l 5 v-o '. � U' 1. Real Estate(Schedule A). ..... ....................................... 1. . : � i . ' �• t 2. Stocks and Bonds(Schedule B) ....................................... 2. • . ' 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. -, ; �4' : 4. Mortgages and Notes Receivable(Schedule D) 4• ` �` � ' , : . :_ , ,. U '. � 6;: 5. Cash,Bank Deposits and Miscetlaneous Personal Property(Schedule E)....... 5. � (0` �.' , 6. Jointly Owned Property(Schedule F) p Separate Biliing Requested ....... 6. ' ' �' ` ��' . ;. .._ _:. : 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 1 ` ; (Schedule G) p Separate Billing Requested........ 7. : : � �' � J`' i ; __. 8. Total Gross Assets(total Lines 1 throu h 7 ••••••••••••• $- � 2 � �� ' � ' 9 )................ . ., -�. 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. , � � \ �j _' �T Io -... _ . -, 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) .............. 10. ~ i ., ��j r' � � � ��._ �.;:: � � -= � - 11. Total Deductions(total Lines 9 and 10)................................. 11. ` �j � � �U,• � �D.;, ..- ' .: ,� � _:_ .< �:,. 12. Net Va1ue of Estate(Line 8 minus Line 11) � �`� 2�`��`� ............................. 12. - � : _ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . ; : 13 ; � • an electioh to tax has not been made(Schedule J) ...................... • 14. Net Value Subject to Tax(Line 12 minus Line 13) ........ ................ 14. 1 �. � � (p • �b, ) TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or __._ - �- . - transfers under Sec.9116 ' ' `' ' � . . . . - (a)(1.2)X A_ , .. 15.;: ; : ' � _ 16. Amount of Line 14 taxable . " � � � � � ,.� �� 16.. �� `� �• � . at lineal rate X.0._. � ; ' �-. : -. - - 17. Amount of Line 14 taxable � � � i at sibling rate X.12 1 J � .�. ;° 17._ : r - r - � ,_ . , _ ', ,_. �. - - .� 18. Amount of Line 14 taxable (�;2� ;� �p 18 '. °� , �U L� • o-4� ;` at collateral rate X.15 �� '� �� `�� ;-� � � ��, - - � . _ � ,. ^ ._. -.. _; ; .; . . .:: :'- :.:: ":,. 2 �r� � � � �!: 19. TAX DUE ....................................................... . 19.'. ._. . ., � __ . ,. __ . ...__.. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � � Side 2 � 1505610105 1505610105 � Y RE'!-1500 EX Page 3 File Number D,ecedent's Compiete Address: �G � 3--- � I c�� "� DECEDENT'S NAME �d�v�a.�a� �,.. � v 1 �= STREETADDRESS ` ` . �� .` � [ �1 �ftV VZ�'C' V 1f,�J' L—S`�D�'i'�S �'C.V�V l�,�-�.. CITY STAT ZIP �� 1�V�� Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) Zl�`�.C.iCj 2. Credits/Payments A.Prior Payments B.Discount "��7e '�p'1 • �j Total Credits(A+B) (2) �� • 3. Interest �3) " 4. if Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fili in oval on Page 2,Line 20 to request a refund. (4) '—" 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. {5) �'-� O Make check payable to: REGISTER OF WILLS, AGENT. ��v ��,xr .�3*,t'""�.-��"""'��T"f!�'"`''.;r�d^_�Y'��*r.,�-°�`� cr�� `� Y�� '��'wsr�'a.. �.. � �z� ,�°`� s';..r'��`.a:.��`�..�'1 �'[ar..'?,...��..:,F.,..`.�:�,i:�_..-�-a'��'�'�'`v�.�"�'�� '�� -'r'�e'�`,:'„'ur+"�"3'"�tx��A''.�'.^w`-�'�i',.3�'��-�t..ss�-�y�.E..��v'�'C�,.�. �.. PLEASE ANSWER THE FOLLaWiNG 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 transfeRed:.......................................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income:............................................ ❑ � c. retain a reversionary interest;or.......................................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?...................................................................:.......................................... ❑ Q 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ � 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 Qt1ESTI0NS 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[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 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 s�tmiving 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(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 decedenYs 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 blood or adoption. - �.._'� i�- . �•a� _ y�`'�. `��1 �� . %��" _ ��K� - _ °�.3��. � �� ✓) g, _ � �, s � � � �� ° a � �� -., � �� f��l �"r• -� �� f �? �{� , • N � � m � -� � �- �� .n.�� o m � � " �----- a �� `�---- o .�_ ° --- a ~iri"� a =�� a �� u-� �. � a iNl.�� .�� w i� � I w� � c� -� ��c ... ¢ �y M � I ti.^• fn L�O• H oa=�m �z c �. a.-+ otp� /�(+- ¢7'--�00 V/c � fl7aUN�2 �c I O � FC Z �� ~ ~J � �va Q _��= �� I ��C r. � � � �� _ c. . �'� —�� r � � �� I � — — w� i (' � i n ti L o I p^ �� w d ��