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Home My WebLink About04-04-14 (2) J REV-1500 EX(02-11) 1505610143 PA Department of Revenue .T OFFICIAL USE ONLY p Pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80x.280601 INHERITANCE TAX RETURN 2 1 13 01226 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 04 10 1998 06 23 1903 Decedent's Last Name Suffix Decedent's First Name MI STRINE SARAH E (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 ❑ 48. Future Interest Compromise ❑ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ❑ 6. Decedent Died Testate ❑ 7 Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will (Attach Copy of Trost) ❑ 9. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(Date of Death ❑ 11.Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JEAN D SEIBERT 717 232 7661 REGISTER OF WILLS USE ONLY First Line of Address o 3631 NORTH FRONT STREET C= O —V O Second Line of Address � rn _4 rn ` v DEWL O City or Post Office State ZIP Code p n =D -i "rl HARRISBURG PA 17110 n o -°n 3 4E . 71 O C= ki+ li m -o , 0 1 Correspondent's e-mail address: > .J i Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is tr correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. IG URE OF PERSON RES a'�GIBL�E FOR FILI TURN DATE Lisa E. Balotta �A DRESS 144 Redhaven Road, New Cumberland, PA 17070 SIGN THEIR THAN REPRESENTATIVE DATE � ✓ iyfi Jean D Seibert A DD ^� QC well & Kearns P.C. 3631 North Front Street, Harrisburg, PA 17110 Side 1 1505610143 1505610143 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name. STRINE, SARAH E RECAPITULATION 1, Real Estate(Schedule A).......................................................................................... 1. . 2. Stocks and Bonds(Schedule B)............................................................................... 2. 843 20 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. 6, Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested. 7, 8, Total Gross Assets(total Lines 1 through 7).......................................................... 8. 8 4 3 20 . 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 2 , 488 50 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10. . 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 2 , 488 50 12. - 1 , 645 . 30 Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 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)................................................. 14. - 1 , 645 . 30 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 .06 16. 17. Amount of Line 14 taxable at sibling rate X .15 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE.............................................................................................................:..... 19. 0 00 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 - 01 226 Decedent's Complete Address: DECEDENT'S NAME Strine, Sarah E STREET ADDRESS 46 Erford Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 4, If Line 2 is greater than Line 1 +Line 3,enter the difference. 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) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING 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 transferred;............. ...............................................__.... ❑ b. retain the right to designate who shall use the property transferred or its income;...... ...................... ❑ c+ retain a reversionary interest;or.................................................................................................................. ❑ 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?....................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?...................................................................................................................... ❑ ❑x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . .n.._ _ � •�.._, �...�..•._ ......_ems i .-..,�». ._�._ _ ., .o..-- ,._. -:, �...�. ..�..�._. m.... For dales of death on or after July 1, 1994 and before Jan. 1, 1995,the lax 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 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)(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 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. 69116(a)(1.311. 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. REV-1603 EX,(690) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Strine, Sarah E 21 - 13 - 01226 All property jointly-owned with right of survivorship must he disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE. VALUE AT DATE OF NUMBER DEATH 1 Unclaimed property- Prudential Financial Stock - please do not charge 843.20 interest or penalty as this was only just discovered TOTAL(Also enter on line 2, Recapitulation) 843.20 REV-1511 EX-(10-09) fdpennsylvania SCHEDULE DEPARTMENT OF REVENUE FUNERAL EXPENSESAND INHERITANCE URN RESIDENT ADMINISTRATIVE COS TS FILE NUMBER ESTATE OF Strine, Sarah E 21 - 13 - 01226 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 Keefer Funeral Home 1,800.00 2 Grave Stone Engraving 75.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City i State Zip Year(s)Commission Paid 2. Attorneys Fees Caldwell & Kearns P.C. --Jean D Seibert 175.00 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 88.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs Francis A. Zulli -Attorney's fees 350.00 TOTAL (Also enter on line 9, Recapitulation) 2,488.50 REV-1513 EX,(01-10) e', pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Strine, Sarah E FILE NUMBER 21 - 13 - 01226 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) (sss) RECEIVING PROPERTY Do Not Llst Trustee(s) I, TAXABLE DISTRIBUTIONS(include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Lisa E. Balotta Granddaughter 1/2 of Residue 144 Redhaven Road New Cumberland, PA 17070 2 Michael L. Jones Grandson 1/2 of Residue 936 Hummel Avenue Lemoyne, PA 17043 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. ii 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 JAMES R.CLIPPINGER CALDWELL & KEARNS JAMES L GOLDSMITH STANLEY I.A.LASKOWSKI A PROFESSIONAL CORPORATION OF COUNSEL DOUGLAS K.MARSICO JAMES D.CAMPBELL,JR. BRETT M.WOODBURN ATTORNEYS AT LAW CHARLES J.DEHART,III MICHAEL D.REED MICHAEL A FARRELL THOMAS M.FRATICELLI THOMAS D.CALDWELL,JR. PETER M.GOOD 3631 NORTH FRONT STREET (192 8-2001) ELIZABETH H.FEATHER DAVID A.WION - HARRISBURG, PENNSYLVANIA 17110-1533 CARL G.WASS JEAN D.SEIBERT (1937-2010) GREGORY D.GEISS 717-232-7661 THOMAS S.LEE RICHARD L KEARNS DAVID J.EVENHUIs FAX:717-232-2766 RETIRED JESSICA E.MERCY JOSEPH S.SWARTZ THEFIRM @CKLEGAL.NET April 3, 2014 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Sarah E. Strine No. 2113-01226 Dear Register of Wills: Enclosed please find a Pennsylvania Inheritance Tax Return for the above mentioned estate. Kindly stamp our file copy and return in the envelope provided. Thank you. Very truly yours, s m o C _ G9 p F, rn M m s ;a i Je D. eibert z Cal ell & Kearns, PC ° o 3 ISeibert(dtckleaal.net o `r rrnn� s ; 4 JDS/dm Enclosures C O w S fp Dn CD 0 !,f 3Y N c s m C) m o ca Q m = om tn � r n M m m W cn zu' � o0 ano =D -9 -n C � om ~• rm r-� n I s Cf) Ul i a o rov UNIT% 0 MA p m V �V A N O� 1 N ox i I �� 0��I