HomeMy WebLinkAbout12-09-13 (2) � �pennsy�vanta 15 0 5 61014 3
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�Rii�-1500 OFFICIAL USE ON�Y
Cax�ty Code Year File Number
Bureau of Individual Taxes
Po BoX.28oso� INHERITANCE TAX RETURN 21 13 0363
:Ha+Riseur�,Pn ���28-oso� RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Secufity Number Date of Death Date of Birth
03 10 2013 07 09 1928
Dec�dent's Last Name Suffix Decedent's First Name MI
E$TEP MARTIN J
(If Ap�icabiej E�rter Sunriving Spouse's Information Below
Spouse's Last-Name Suffix Spouse's First Name MI
Estep Alvena M.
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
491-30-5836 (date of death 07/09-20�3) REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1. Original Retum � 2. Suppiemental Retum � 3. P�t�d2�2>(Date of Death
� 4. Limited Estate � 4a.Fuaxe Interest Compromise � 5. Federai Estate Tax Retum Required
{date of death after 12-12-82)
� 6 Decedent Died Testate 7 p� Mai ned a Living Trust � 8. TOtal Numbe�of Safe De s�t Boxes
tn�cea,copy o�wu� ❑ tA�����) p° .
� 9. Litigati�on Proceeds Received � 10.��P�����t�Da��Death � 11.Election M tax under Sec.9113(A)
(Attach Schedule O)
CORRESPONDENT-'fHIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name . Daytime Telephone Number
JES3ICA L FISHER 717 697 3223
Firat Llne of Address -
555 GETTYSBURG PIKE � � � �
Second Line of Address � � t,� �? �
r^� �
� STE C100 � � � �-, �' ...�'�'� � �
a, r rn �
City or Post Office State ZIP Code '� � � � � � �
�
1�CHANICSSURG PA 17055 � �` � � � '�
REGISTER OF WIL�S USE ONLY RE�T�t WIL�SE ��
« �y.r
v f
C'
'Q � � � � �
MM QYYYY � u.�
Correspondent's e-maii address: Jessica ke toneelderlaw.COm DATE FILED STAMP
Unde�penal�es of perj ,I dedare that I have examined this retum,indudin9 a�mPa�l�9 schedules and statements.and to the best of my knowledge and belief,
it is oort�ad�d aaur�piete.Dedaration of preparer other than the personal representabve is based on all i�orma�on of which preparer has arry knowledge.
RE IBLE F FILING RETURN , DATE
inda C.Straub 0 aO
ESS
40 E.Keller Street,Mechanicsburg,PA 17055
SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE
� ' � Jessica L Fisher �a o� a,�
�ss
555 Gettysburg Pike,Mechanicsburg,PA
Side 1
L 1505610143 1505610143 �
� 15056�0243
REV-7 500 EX
Decedent's Social Security Number
��'_�� Estep, Martin J.
RECAPITULATION
�
1. Real Estate(Schedule A)....................................................................................... 1. �,
2. Stodcs and Bonds(Schedule B)............................................................................ 2.
3. Closely Heid Corporabon,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages 8 Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Misceilaneous Personal Property(Schedule E)............... 5. 2 7 2,4 4 2 .3 0
6. JoinNy Owned'Property{Schedute� ❑ Separate Billing Requested............ 6. 16,0 3 8.5 5
7. IMer-YNOS Transfers�Misoellaneous�Probate Property
(Schedule G) Separate Billing Requested............ 7. 4 0,3 63. 4 8
s. Totai Groas Assets(total Lines 1 through 7)........................................................ 8. 3 2 8,�4 4 .3 3
9. Funeral Expenses and Administrative Costs(Schedule H).................................... a 15,4 9 6. 7 8
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 514.55
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 16,O 11.33
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 312,8 3 3. 0 0
�3, Charitable and Govemmental Bequests/Sec 9113 Tn�sts#or which
an etecdan to tax fias not been made(Schedule J)............................................... 13.
14. Net Valus Subject to Tax(Line 12 minus Line 13).............................................. 14. 312,8 3 3. 0 0
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPUCABLE RATES
15. AmouM of Line 14 taxable
at the spousal tax rate,or
� , tranafers under Sec.9��s $1 4 0 2 . 0 3 �5. 0. 0 0 �
{a)(1.2)X.00 �
�s. E►mount of une��taxab�e 2 31,4 3 0. 97 �s. 10,414 .3 9
:at lineal rate X .045
17. Amount of Line 14 taxable �
at sibting rate X.12 0. 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X.15 0. 0 0 18. 0. 0 0
19. TAX DUE........................ 10,414.3�
........................................................................................ 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. �
Side 2
� 1505610243 1505610243 �
REV 1500 EX Page 3 File Number 21-13-0363
Decedent's Complete Address:
DECEDENTS NAME
Estep,Martin J.
STREET ADDRESS
824 Lisburn Road
CtTY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 10,414.39
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
q, if Line 2 is greater than Line 1+Line 3,enter the differenoe. This is the OVERPAYMENT. (4)
Check box on Page 2,Line YO to request a refund
5. If Une 1 +Line 3 is gireater than Line 2,enter the difference. This is the TAX DUE. (5) ��,414.39
�Make Check Pa able to: REGISTER OF W1LLS AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS
1. Did dec�edent make a transfer and: Yes No
a. retain#he use or income of the property transferred:............................................................................... x
b. retain the right to designate who shall use the property transfeRed or its income:.................................. x
c. retain a reversionary interest;or............................................................................................................... x
d. reoeive the promise for life of either payments,benefits or care?............................................................ x •
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death wwithhout
receiving adequate consideration?.......................................................................................................... ...... ❑ ❑x
3. Did decedent own an"in trust for or payable upon death bank acxount or security at his or her death?....... ❑ Qx
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
containsa benefiaary designation?.................................................................................................................. ❑ 0
IF'�'HE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For ds�ofide�fh on or aAsr July 1,1994 and befone Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 petc;ent(72 P.S.§9116(a)(1.1)(�l•
For dates of death on oc a1�er January 1�1995,the tax rate imposed on the net value of trans�e�s to or for the use of tl�e surviving spouse is 0 peroent
p2 P.S.§9116(a)(1.1)(�]. The statute doe,s not exempt a transfer to a surviving spouse from tax,and the statutory requirements for discbsure of assets and
filing a tax r�um are�q appiicable e�n if the surviving spouse is the only benefiaary.
For dates of death on or after July 1,2000:
•The tax rate imposed on the net value of transfers irom a deceased child 21years of age or younger at death to or for the use of a natural parent,an
adopWe par�ent,or a stepparent of the child�0 peroent[72 P.S.§9116(a)(1.2)).
•The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal benefiaaries is 4.5 percent,except as noted in[72 P.S.§9116�a)(1)j.
. The tax rate' on the r�t value of transfers to or for the use of the decedenYs siblings is 12 per�cent p2 P.S.§9116(a)(1.3)]. A sibling is defined,
under Sec�ion 102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rw-1608 EX+(11-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, � MISC.
OEPARTMENT OF REVENUE
,N,�R�wcET�x�n,RN PER�ONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Este ,Martin J. 21-13-0363
Maude u,e a«�eds a utiga6on erx,a,e dare u�e proceads were rec�iv�by u,e estace.
�P►oP�I►1aM1I►-ownsd wNh ths riyM at survivorsMp must be t�sclosed on sct�ule F.
ITEM VALUE AT DATE
NuMBER DESCRIPTION oF��r�
1 PNC�Bank Checking Account x�ocxxx3335 268.986.00
2 PNC Bank Checking Account xxxxxx3335 accrued interest 0.68
3 ` State Farm Insurance Check for Water Damage to Reai Estate 889.10
4 Pinnacle Land Transfer LLC Refund for Overage charged on sale of house february 27,2013 136.48
5 Stafie Farm Msurance Refund 151.73
6 The Woods at Cedar Run Refund 2.278.31
TOTAL(Also enter on Line 5.Recapitulation) 272.442.30
(If mor�e space is needed,addibona�pages of the same size)
Copyright(c)2010 form soflware only The Ladcne�Group.Inc. Form PA-1500 Schedule E(Rev.11-10)
Rev-150�EXt(01-10)
:pennsylvania SCHEDULE F
DEPARTMENTOFREVENUE JOINTLY-OWNED PROPERTY
INHERRANCE TAX RETURN
RESIDEhft DECEDENT
ESTATE OF FILE NUMBER
Este ,Martin J. 21-13-0363
If an ass�t was mads Joint witMn one y�ar of the cNcedsnYs dabe of dssM.It must M rsported on sch�l�Q
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Alvena Estep 40 East Keller Street Spouse
Mechanicsburg, PA 17055
B.
C.
JOINTL�(OWNED PROPERTY:
DESCRIPTION OF PROPERTY p����TM
LETTER DATE q����E OF FINANCUU.lNSTITUTION AND BANK ACCOUNT �D�F VALUE OF
��M FOR.�I MADE �gER OR SIMIIAR IDENTIFYING NIHNBER ATTACH DEED FOR DATE OF DEATH DECD S pECE�rs nrreREST
NUMBER ��� JO1� ,���Y���EsTAr�. ALUE OF ASSE ��REST
1 2009 Ford Focus Vehicle Condition Between ` 9.000.00 50.0009ti 4.500.00
. Very Good and Exceilent
2 08/08/2007 PNC Joint Checking Account xxxxxx2523 23.077.00 50.000�6 �1.538.50
3 08/08/2007 PNC Joint Checktng Account xx�cxxx2523 0.09 50.000�6 0.05
Accrued Interest
TOTAL(Also enter on Line 6,Recapitulation) 16,038.55
(If more sp�ce ts r�eeded,addidona�pages o�the same size)
Copyright(c)2010 form software only The Ladcner Group,Inc. Form PA-1500 Schedule F(Rev.01-10)
Rw-�s�o oc;�oe.os�
SCHEDULE G
:pennsylvania lNTER-VIVOS TRANSFERS AND
DEPARTMENT OF REVENUE
iNHERiTANCETAXRETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
�STATE OF FILE NUMBER
Este ,Martin J. 21-13-0363
This achedule must be oompleted ar►d filed if the answer to eny d questiona 1 tlxaph 4 on page Uxee of the REV 1500 ia yea.
:��M �ESCRIPTION OF PROPERTY DATE OF DEATH x oF�cas ��usroN TAXABLE
NUMBER ; �����ATTACIi A C�Y OF T�DEED F�REAL ESTn�. VALUE OF ASSET ��E� ����> VALUE
1 Canmonwealth Annuity IRA Death Beneflt,spouse as 40.363.48 40.363.48
` beneficiary
TOTAL(Also enter on Line T,Recapitulation) 40.363.48
(If more spaoe is needed,additional pages of the same size)
Copyright(c)2009 form software only The Ladcner Group,Inc. Form PA-1500 Sc�edule G(Rev.08-09)
REV-1511 EX+(10-OY)
pennsylvania SCHEDULE H
DEPARTMENTOF REVENUE FUNERAL EXPENSES AND
R�"s��Ec��R" ADMINISTRATIVE COSTS
ESTATE OF : FILE NUMBER
Este ,Martin J. 21-13-0363
DecedenYs debts must be reported on Schedule 1.
ITEM DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s)attached 1,468.28
B. ` AQMlN1STRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
' S#rBet Address ,
City State Zio
Year(s)Commission Paid Waived
2. Attomews Fees� Keystone Elder Law P.C. � 13,615.00
3, Family Exemption: (If decedent's address is not the same as claimanYs,attach explanabon)
Claimant
Street Address
City State Zic
Relationshio of Ciaimant to Decedent
4. Probate fees 413.50
5. AccountanYs Fees
6. Tax Retum Preparers Fees
7. Other Administrative Costs
TOTAL(Alao enter on Ifne 8,Recapitulation�. 15,496.78
Copyright(cj 2009 form soflware only The Ladcner Group,Inc. Fo�rn PA-1500 Schedule H(Rev.10-09)
_ _ _ _ _ _
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Estep, Martln J. 21-13-0363
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral E�cc�enses
._
1 Malpe=zi funeral Home 1.468.28
H A 1,468.28
Copyright(c)2002 farm software ony The Ladcner Group.Inc. Form PA-1500 Schedule H(Rev.6-98)
Rw-1512 EX+(l2-08)
SGHEDULE i
pennsyivania DE�BTS OF DECEDENT,
DEPARTMENT OF REVENUE
iNHERmANCET,e►,cr�n,RN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT �
ESTATE OF FILE NUMBER
Este ,Martin J. 21-13-0363
Rsport d�bts fr�rnd by tM dec�nt pior to dsalh that rorn�ined unpaid at!M date ot dtatb,inciucNrq unreimburs�d mMical au�r�ses.
��M VALUE AT DATE
NuMBER DESCRIPTION oF��nTM
1 Camp Hill Fire Company No.1 for ambulance Transportation 313.50
2 Manor Care Health Services-Final Health Care BiU 12.00
3 Spartan Pharmacy 84.30
4 Special Event Emergency Medical Services 104.75
TOTAL(Also enter on Line 10,Recapitulation) 514.55
(If more spaoe is needed.addihona�pages of the same sixe)
Copyright(c)2008 fonn soflware only The Ladcner Group,Inc. Form PA-1500 Schedule 1(Rev.12-08)
REV-1513 EX+(p�.�0)
:pennsylvania SCHEDULE .�
DEPARTMEN'f OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Este ,Martin J. 21-13-0363
NAME AND ADDRESS OF . ��►TIONSHIP TO g�RE OF ESTATE MOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT �ords) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
' distributions,and transfers
under Sec.9116 a 1.2
1 Alvena EstieP Wife 84,402.03
40 East Kelier Street
Mechanjcsburg,PA 17055
2 Linda C.Straub Daughter 115,715.49
40 Eaat Keiler Street
Mechanicsburg,PA 17055
3 Janet K.Ulmer Daughter 115,715.49
103 N.Bishop Avenue
ClNton Heights,PA 19018
Totai 312,833.01
Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a riate.
NON-TAXABLE DISTRIBUTIONS:
II• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FUR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART il-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHE
CopyrigM(c)2010 form soflware ony The Lackner Group,inc. Form PA-1500 Schedule J(Rev.01-10)
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