HomeMy WebLinkAbout07-16-14 1505610105
REREVA 500 EX02-in(Fl)
VA 1�71JV OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year Fflo Number
Bureau o!Individual Taxes INHERITANCE TAX RETURN 3-y
POB0X20060t /� "'t j !t!}y
Ronfsburg.PAt7tza-r%at RESIDENT DECEDENT ✓ fi
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
05262013 02231932
Decedent's Last Name Suffix Decodent's First Name MI
KNAUB ALVIN D
Of Applicable)Enter Surviving Spouses 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 INAPPROPRIATE BOXES BELOW
Q t. Original Return M 2. Supplemental Rotum Q 3. Remainder Return(Date 0!Death
Prior to 124302)
[� 4. Limited Estate Q ta. Future interest Compromise(data of 5. Federal Estate Tax Return Required
death after 12.12.82)
M 6. Decedent Died Tostate Q 7. Decedent Maintained a DNng Trust 0 a. Trent Number of Safe Deposit Boxes
(Attach Copy eI MI) (Attach Copy of Trust.)
S. Litigation Proceeds RoceNed 10. Spousal Poverty Credit(Date of Death 11. Election to Tax under Sao.0143(A)
BoWeen 12-31.01 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
ROBERT G. FREY 7172435836
REGISTER OF WILLS USE ONLY
First Line of Address �1
5 S. HANOVER ST. C_ '��
Second Line of Address
��rn �CD
bATEiOLED`
CRY or post office State ZIP Coda - _ -
CARLISLE PA , 17013 w == n
Cn O
Corraspondenrso-maltaddress: RFREYa@FREYTILEY.COM T'
Under penalties of perjury,I declare that I have examined Uis retum,Including accompanying schedules and$taxmen,and to the best of my knowledge and belief,
It is true,covers and complete.Declaration or preparer other than the personal repmmntothm Is based on all Information of which preparer has any kno'wledoe.
SIGN iE OF PERSON ESP ft1 LE F R'FILING RETI D 7E
Z5RESS
760 DOGWOOD TERRACE BOILI G SPRINGS PA 17007
SIGNATURE PREPARE DINER W6 REPR SENT VE DA E
ADDRESS
5 SOUTH HANOVER STREET, CAL SLE, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610105 1505610105 �„J
1505610205
REV•1500 EX(FI)
DecedethYS Social Severity Number
oecedenrsm me: ALVIN D KNAU6
RECAPITULATION
1. Real Estate(Schedule A).......................................... /. 0.00
2. Stocks and Bonds(Schedule 8)..................................... 2. 0.00
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)... 3. 0100
4. Mortgages and Notes Receivable(Schedule 0)......................... 4. 0.00
5. Cash.Bank Deposits and Miscellaneous Personal Property(Schedule E)••... & 0.00
6. Jointly Owned Property(Schedule F) EDSeparate Billing Requested....... S. 0.00
T. triter-Yeas Transfers&Miscellaneous Non-Probate Property
(Schedule 0) ®Sapande,owing Requested....... T, 15142.10
S. Total cross assets(total Lines 1 through 7)........... ......... a. 15142.10
9, Funeral Expenses and Administrative Costs(Schedule H)................. 9. 0.00
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1).............10. 0.00
11. Total Deductions(tots!Litres 9 and 10)....... ...... ........... fl. 0.00
12. Net Value of E state(Line s minus Line 11)............................12. 15142.10
13. Charitable and Governments!BequeatatSec 9113 ThiM forwhlcs
an ehrc ion to tax has not been made(Schedule J)...................... 13. 0.00
14. Not Value Subiect to Tax(Line 12 minus Line 13)......... ..... ...... 14. 15142.10
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable at
the spousal tax rate,or
transfers under Sec.9116
(a)(12)X.0 0 45. 0.00
16. Amount of Line 14 taxable
atrneal tale XA 45 15142.10 ts. 681.39
lZ Amount of Line 14
taxable at sibling rate x.12 17. 0,00
18. Amount of Line 14 taxable
at ooeateral rate X .15 16. 0.00
19. TAX DUE........................................................ 19. 681.34
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT d
Side 2
1505610205 2505610205 J
REV-1500EX(Fif Papc3 Fite Number 177-54.2094
Decedent's Complete Address: 21-13.00624
DECEDENTS NAME
ALVIN D KNAUB
STREETADDRESS
1733 PINE ROAD
CITY STATE Zip
CARLISLE PA 17015
Tax Payments and Credits:
1. Tax Due(Page 2.Line 19) (1) 681.39
2. Credits/Payments
A.Prior Payments
B.Discount
Total Credits(A+ B 1 (2) 0.00
3. Interest
(3)
4. if Line 2 is greater than Line 1+Line 3,enter the difference,This is the OVERPAYMENT.
Fill in box on Page 2,Line 20 to request a refund. (4) 0.00
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 681.39
Make check payable to: REGISTER OF WILLS,AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
L Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred......................................................................................... O
b. retain the right to designate who shall use the property transferred or its income..................................._...._
c. retain a reversionary interest_...................._..................................................................................................._ Q FXI
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?...........,...__.....-°................................................................................ 0 ED
3. Did decedent own an in trust for"or payable-upon-death bank account or security at his or her death?............. ® 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 of 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)(01.
For dates of death on or after Jan. 1,1995,the tax rate Imposed on the not value of transfers to or for the use of the surviving spouse is 0 percent
f72 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 of after July 1,2000:
• The tax rate imposed on the not value of transfers from a deceased child 21 years of age or younger at death to of for the use of a natural parent,an
adoptive parent or a stepparent of the Child is 0 percent t72 P.S.
• The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5 percent,except as noted in]72 P.S.§9116(a)(1)).
• The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 P.S.§9116(a)(1.3)1.A sibling is
defined,under$action 9102,as an individual who has at least one parent In common with the decedent,whether by blood or adoption.
REV-1510 EX-(08-09) SCHEDULE G
Pennsylvania
DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Alvin Knaub 21-13-00624
This schedule must be completed and filed I the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
DESCRIPTION OF PROPERTY
ITEM exa.uDETnE NAMEOF METRANSFEREE,ThFiR REtATroNSHiRTa nECEOENTArm DATE OF DEATH °t OF DEWS EXCLUSION TAXABLE
NUMBER THE DATE OF NSFER.AMCHACCPY OF THE DEED FOR RMESTATE. VALUE OF ASSET INTEREST JIFAPPLI SM) VALUE
1.
0.00
2.
0.00
3. Sovereign Bank acct.no.7875114299 15,142.10 100.00% 15,142.10
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
D.oD
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
TOTAL Also enter on Line 7 Reca itulation $ 16 142.10
If more space is needed, use additional sheets of paper of the same size.
REV-1513 EX+(01-10)
pennsy OF SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF:
Alvin Knaub FILE NUMBER:
21-13-00624
NUMBER NAMEAND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNTOR SHARE
Do Not List Trustees) OF ESTATE
1 TAXABLE DISTRIBUTIONS llndude outright spousal distributions and transfers under
Sec.9116(a)(1.2).)
1 Nancy Stone
3542 Kissinger Mills Road, Rimersburg, PA 16248 Friend
2 Sandra Swartz 1/8 of remainder
622 S. 4th Street, Newport, PA 17074 Daughter 1/8 of remainder
Linda Coleman
3' 1258 Lake Frances Blvd.,Tavares, FL 32778 Dau her
Vickie Russell 9 1/8 of remainder
4' 285 Gameland Road, Newville, PA 17241 Daughter
Dennis Knaub g 1/8 of remainder
5' 760 DOGWOOD TERRACE, BOILING SPRINGS, PA 17007 Son
Carol Loeber 1/8 of remainder
6' 3 Pheasant View Drive, Dillsburg, PA 17019 Daughter
7 Deborah Swartz 9 1/8 of remainder
17 Lebo Road, Carlisle, PA 17015 Daughter 1/8 of remainder
Yvonne Young
8' 1628 Newville Road, Carlisle, PA 17015 Step-daughter 1/8 or remainder
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET.AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART It-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET. $
If more space Is needed,use additional sheets of paper of the same size. 0.00