HomeMy WebLinkAbout02-04-14 t�__ ,�_
� ���_��� 1505610143
REV-1500
OFFICIAL USE ONLY
PA Department of Revenue pennsy vania
Bureau of Individual Taxes ��TME�*�� �r�OdB Ye� FNe Number
Po Box.2soso� INHERITANCE TAX RETURN 21 12 12 2 5
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
11 13 2012 09 13 1922
DecedenYs Last Name Suffix Decedent's Fi�st Name MI
RREID$R LAIIRA G
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's�ast Name Suffix Spouse's First Name MI
Spouse's Soaal Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRWTE OVALS BELOW �
❑ 1. Original Retum � 2. Suppiemental Retum � 3,P��p�d2�3�-8�2�(Date of Death
� 4. Limited Estate � 4a.F��"���a^P�"� � 5. Federal Estate Tax Retum Required
(date of deafh after 12-12-82)
� g, Osoeder�t Died Testata � �. DeoedeM Maintained a Living Trust 8. Totai Number of Safe Deposit Boxes
(qttach Copy of VYi�) (Attadt Copy of Trust)
� 9. Utigatbn Prooeeds Received � 10.Sbe�tvv en 12 31�91�it1(Da 5�f Death � 11.����ule O)Sec.9113(A)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX 1 : RMATION 3 8E DIRECTED TO:
Name Daytim'` eM�hone Na�iber �► �
LISA MARI$ COYN$ SSQ 717�Z�'7 0�64 ,� �
� '� c� � � �r
RE�T�t�WILL$USt�I�
♦ +�+��
/1
First Line of Address +� � ,� —.��.�.,- '� `rj
3 9 0 1 MARR$T STR$$T :� � �,�,�, � �
� � �
Second Line of Address � � e�►
"�
DATE FILED
City or Post Office State ZIP Code
CAMP HILL PA 170114227
Com�pondent's e-rnall address: 1 i s a�c o y e a n d c oy n e.c o m
Undef pe�al�ies�perjury,I dedare that f have examined this retum,induding a000mpamring schedules and staternents,and Qo the best of my �e and betief,
it is true,corr��d completie.Deda�of preparer othe�than the personal repnesentative is baaed on all iMormatlon of wh�ch pre�rer has a�unlr�Icno�ledqe•
SIGNA E OF RSON RESPONSI FOR FILING RETU N , ��°►�
���f,������ ���e��c�T- Frank Greenawalt /- 3/-/ �l
ADDRESS
504 Erbs Bridge Road,Mechanicsburg,PA 17055
_ - -
SIC3 RE OF PREPAR THER THAN R ESENTATIVE . DATE
` '� _,._._ LISA MARIE COYNE Esq I- 3/-/�
ne�Coyne,P.
3 1 Market Street,Camp Hill,PA 170114227
.
Side 1
�
1505610143 1505610143 �
s .
� 1505610243
REV-1500 EX
Decedent's Social Security Number
�,rsN�: KREIDER, LAURA G
RECAPITULATION
1. R�al Estate(Schedule A).......................................................................................... 1.
2. Stodcs and Bonds(Schedule B)............................................................................... 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages 8 Notes Receivable(Schedule D).......................................................... 4.
233 , 212 . 99
5• Cash,Bank Deposits 8�Miscellaneous Personal Property(Schedule E)................ 5.
6. Jointly Oumed Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-V'NOS Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7.
Total Gross Assets total Lines 1 throu h 7 $ 2 3 3 , 2 12 . 9 9
8. � 9 ).........................................................
14 , 530 . 00
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9.
9 , 853 . 75
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10.
11. Total Deductions total Lines 9 and 10 2 4 , 3 8 3 . 7 5
� ).................................................................. 11.
Net Value of Estate Line 8 minus Line 11 �2 2 0 8 , 8 2 9 . 2 4
12. ( ).............................................................
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which 7 3 , 0 9 0 . 2 3
an eledion to tax has not been made(Schedule J)................................................. 13.
14. Net Value Sub ect to Tax Line 12 minus Line 13 14. 13 5 , 7 3 9 . 0 1
1 ( ).................................................
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 16.
17. Amount of Line 14 taxable 13 5 , 7 3 9 . O 1 ��. 16 , 2 8 8 . 6 8
at sibiing rate X ,�2
18. Amount of Line 14 tauable
at collateral rate X .15 �$•
19. TivcDUE................................................................................................................... 19. 16 , 288 . 68
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
� 1505610243 1505610243 �
r �� .
REV 1500 EX Page 3 File Number 21 - 12 - 1225
Decedent's Complete Address:
KREIDER, LAURA G
STREET ADDRESS
100 MT. ALLEN DRIVE
CITY STATE ZIP
Mechanicsburg PA 1T055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (�) 16,288.68
2. CreditslPayments
A• Prior Payments
B. Discount
Total Credits(A +B) (2) 0.00
3. Interost �3) 186.99
4. If Line 2 is greater than Line 1+Line 3,enter the diffe�ence. 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) �s,4 7 5.6 7
Make Check Payable to: REGISTER OF WILLS, 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 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,benefda or care?.............................................................. x
2. If death occumed aRer Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?....................................................................................................................... ❑ 0
3. Did deoedent own an"in trust for or payable upon death bank axount or security at his or her death?......... � ❑x
4. Did deoedent own an individual retirement acxount,annuity,or other non-probate property which
containa a benefiaary designation?...................................................................................................................... ❑ 0
IF THE ANBMIER 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 transfe�s to or for the uae of the aurviving
spouae is 3 peroent[72 P.S.§9116(a)(1.1)(i)].
For datea of de�th on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the sunriving spouae is 0 percent
p2 P.S.§9118(a)(1.1)(ii)j,-The atafute does not exem pt a tranafer to a surviving spouse from tax,and the:tatutory requirements for diadosure of
assets and filing a tax refum are stiit appiicabie even if tfie sunirving spouse is the ony beneficiary.
For dates of death on o�aiter July 1,2000:
•The tax rate imposad 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 parorrt,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)l•
•The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblinga is 12 percent(72 P.S.§9116(a)(1.3). A�
sibling is detined under Sedion 9102,as an individual who has at least one parent in common with the decedent,wfiether 6y bi�or adoption.
� r
pennsylvania SCHEDULE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS AND MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
FILE NUMBER
ESTATE OF KREIDER, LAURA G 21 - 12- 1225
Include the proc�eds 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.
NUM ER DESCRIPTION V�u DEATHTE OF
1 Citibank, N.A. (Morgan Stanley Account#341-902606-409) 232,659.13
2 Cash(Morgan Stanley Account#341-902606-409) 553.86
TOTAL(Also enter on Line 5,Recapitulation) 233,212.99
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REV-1611 EX+(10-0!)
pennsylvania 9C1-�l�E H
DEPARTMENT OF REVENUE �����
RESIDENT�DEC ENT RN w^���/��+��
/'YJ 11\/G�L/`71�7
FILE NUMBER -
ESTATE OF KREIDER, LAURA G 21 - 12- 1225
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Musselman Funeral Home 750.00
B. ADMINISTRATIVE COSTS:
�, Personal Representative's Commissions
Name of Personal Representative(s)
Frank Greenawalt 4,500.00
Street Address 504 Erbs Bridge Road
ci� Mechanicsburg state PA zip 17055
Year(s)Commission Paid 2014
2. Atcomeys Fees Coyne&Coyne, P.C. 4,500.00�
3. Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent .
4. Probate Fees Additional Probate Fees 500.00
5. Acxountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs
1 Morgan Stanley Comrnissions 2,240.00
TOTAL(Also enter on line 9,Recapitulation) 14,530.00
-- -- _ - - _ _ _ _ _ _ _ �
___ . _ __ _ _
.. �,
� Sc.heck�le H
COMMONWEALTH OF PENNSYWANIA ���
INHERITANCE TAX RETURN � �
RESIDENT DECEDENT
FILE NUMBER .
ESTATE OF KREIDER, LAURA G 21 - 12- 1225
2 Supplemental Filing Fee--Inheritance Tax Retum 15.00
3 Postage and Mailings 25.00
4 Income Taxes 2013 2,000.00
Page 2 of Schedule H
,
. � .
pennsylvania SCHEDULE I
DEPARTMENT OF REVENUE DEBTS OF DECEDENT, MORTGAGE
INHERITANCE TAX RETURN
RESIDENT DECEDENT LIABILITIES & LIENS
FILE NUMBER
ESTATE OF KREIDER, LAURA G 2� - �2- 1225
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM DESCRIPTION � AMOUNT
NUMBER
1 Messiah Lifeways(October Invoicing) 9,853.75
TOTAL(Also enter on Line 10,Recapitulation) 9,853.75
✓� L� r_
R�-�6�5 a+�0�-�0�
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF KREIDER, LAURA G FILE NUMBER
21 - 12- 1225
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER �E AND ADDRESS OF PERSON(S) DECEDENT (Words) (�$$)
RECEIVING PROPERTY Do Not Uat Tnistee(s�
I� TAXABLE DISTRIBUTIONS�include outright spousal
distributions and transfers
under Sec.�116(a)(1.2)]
1 Frank Greenawalt Brother 65%of Residual
5044 Erbs Bridge Road
Mechanicsburg, PA 17055
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
� NON-TAXABLE DISTRIBUTIONS:
� A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARtTABLE AND GOVERNMENTAL DISTRIBUTIONS
1 St. Theresa Catholic Church(15%of Residual Estate) 31,324.39
2 Salvation Army(5%of Residual Estate) 10,441.46
3 Bethesda Mission(10%of Residual Estate) 20,882.92
4 Messiah�Ilage(5%of Residual Estate) 10,441.46
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 73,090.23
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