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Home My WebLink About01-05-15 � • J 15�5610105 REV-1500��Oz 1i)(FI) � PA Department of Revenue pennsylvarria OFFICIAL USE ONLY Bureau of Individual Taxes ��pT��NHERlTANCE TAX RETURN ��de Year File Number PO BOX 28o6oi ��,� Harrisburg PA i'71z$-o6o1 RESIDENT DECEDENT �D � �� ENTER DECEDENT INFORMATION BELOW Sociai Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 12/29/2009 04/23/1956 Decedent's last Name Suffix DecedenYs First Name M� Rupp Richard C (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 FILI IN APPROPRIATE OVALS BELOW C� 1.Original Retum O 2.Suppiemental Retum p 3. Remainder Retum(Date of Death Prior to 12-13-82) O 4. Limited Estate p 4a.Future Interest Compromise(date of p 5. Federal Estate Tax Retum Required death after 12-12-82) O 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Oeposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10.Spousai Poverty Credit(Date of Death O 11. Eiection 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 CONFIDENTIAI TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Diane E. Glancey ;�, �— � R�¢IS�ER OF WILCE US6�ON�� f'r7 C'j � --�� _'.�--�' � � First Line of Address r-:� �T � � �� 7 :L f"'" --� �7 2201 Orchard Road � =# r� ��s r��y . ��:a _..� CJ'1 ,.,-s c:.� Second Line of Address " ' , c-.„a ...� r� •-� �� _.�,.� .. c,:"�:, ...r7 --� • '�i Ciry or Post Office ` , .�':`:'t DATE�D �"� C� State ZIP Code — � Camp Hill PA 17011 � � � CorrespondenYs e-maii address:dede.glancey@comcast.net Under penalties of perjury,i deciare that I have examined this retum,including aCcompanying schedules and statements,and to the best of my knowledge and beiief, it is true,correct and complete.Oeclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ATURE OF PERSON R P IySIBLE FOR FILING RETURN DATE , , ` 11.. ADDRESS 2201 Orchard Road, Camp Hiil, PA 170�('t` SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 15�561�105 15056101�5 J J 15�561�2�5 RE�/-1500 EX(FI) DecedenYs Sociai Security Number oecedent's Name: RiCha�d C. Rupp RECAPITULATION 1. Real Estate(Scheduie A). ...................... ...................... 1. 0.00 2. Stocks and Bonds(Schedule B} ....................................... 2. 0.00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable(Schedule D).................. ......... 4. 0.00 5. Gash,Bank Deposits and Miscellaneous Personai Property(Schedule E)....... 5. 956.87 6. Jointiy Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 7. inter-�vos Transfers&Miscellaneous Non-Probate Property (Scheduie G) O Separate Billing Requested........ 7. 0.00 8. Totai Gross Assets(total Lines 1 through 7).................... ... ...... g, 956.87 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 8,000.03 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............... 10. a14,082.74 11. Total Deductions(total Lines 9 and 10)................................. 17. 12. Net Value of Estate(Line 8 minus Line 11) ................ .............. 12. 0.�0 13. Charitable and Governmentai 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. Q.OQ TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousat tax rate,or transfers under Sec.9116 (a)(1.2)X.0- � 15. 16. Amount of Line 14 taxable � at lineal rate X.0_ v 16. v 17. Amount of Line 14 taxable at sibling rate X.12 O �� O 18. Amount of Line 14 taxable at collaterai rate X.15 � 18. O 19. TAX DUE ......................................................... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 � 1505610205 15�56102�5 J ' REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Richard C. Rupp STREETADDRESS 4640 Mt Zion Drive CITY STATE ZIP -- Enola PA 17025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) �� 2. CreditslPayments A.Pnor Payments _ B.Discount Total Credits(A+8) (2) 3. Interest 4. If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2,Line 20 to request a refund. �q� 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 ar income of the properly transferred.......................................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................................ � � c. retain a reversionary interest.............................................................................................................................. ❑ � 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?..................................................................................... ......................... ❑ � 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at hi5 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 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 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 imposetl 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 retum 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 an 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.§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. REV-i5o8 EX+(o8-u) h i°��pennsylvania SCHEDVLE E �� DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDEMT DKEDENT ESTATE OF: FILE NUMBER: Richard C. Rupp 21-10-0227 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Cash 81.00 2 M&T Bank Acct. 5.28 3 Crowne Plaza last paycheck 367.60 4 Citizen's Bank Acct. -0.01 5 1988 Chevy Blazer,needs new transmission,etc.sold to Keith Sultzbaugh 400.00 g Harmon Kardon CD player 10.00 7 Compaq VGA Monitor 5.00 g Framed pictures 21 @$1.00 each 21.00 g Federal Style Mirror 5.00 10 TV Stand 2.00 11 Dresser 5.00 �2 Bedside Tables 4.00 13 Bookshelves 2.00 14 Table Lamp 1.00 15 Metal Fioor Lamps 8.00 16 Coffee Makers 2.00 �7 Assorted Pots and Pans 5.00 �g Assorted Glasses 1.00 1 g Assorted Dishes 5.00 20 Assorted Fiatware 2.00 2� Oscilla6ng Tabletop Fans 15.00 22 Floor Fan 10.00 TOTAL(Also enter on Line 5, Recapitulation) $ 956.87 If more space is needed,use additional sheets of paper of the same size. REV-1�10 EX+ (08-09) �� pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard C. Rupp 21-10-0227 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INQ.ImE THE NAME�THE TRAtJS�REE,THEfR R9AT[ONSHIP TO DECEDINT AND DATE OF DEATH °fo OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF 1RANS�B1, A7TACN A COPY OF THE�EED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF AP%ICABLE) VALUE i. Fulton Bank IRA,Beneficiary Diane E.Glancey,Sister 83.76 100 3,000.00 0.00 TOTAL(Also enter on Line 7, Recapitulation) $ 0.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 Ek+ (10-09) �' pennsylvania SCHEDULE H DEPARTMENTOPREVENUE FUNERAL EXPENSES AND INHERITANGE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard C. Rupp 21-10-0227 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Rolling Green Cemetary-Paid by Diane E.Glancey 2,785.00 2 Musselman Funeral Home-Paid byDiane E.Glancey 4 106.00 , 3 Patriot News Obituary-Paid by Diane E.Glancey 400.00 4 Shiremanstown United Methodist Church(minister)-Paid by Diane E.Glancey 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 0.00 Name(s)of Personal Representative{s) Street Address ��ty State ZIP Year(s)Commission Paid: Z• Attorney Fees: 0.00 3• Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address ��' __ State ZIP Reiationship of Claimant to Decedent 4• Probate Fees: 81.50 5• Accountantfees: 0.00 6• Tax Return Preparer Fees: Q.00 �• Patriot News-advertising 177.02 $ Cumbe�and County Law Journal-advertising 75.00 s PNC Bank-estate account checks �7 gg �o Postage g $� �� Crowne Plaza for Continuation of Benefits 24g.72 TOTAL(Also enter on Line 9, Recapitulation) $ 8,000.03 If more space is needed,use additional sheets of paper of the same size. , , REV1512 EX+ (1Z-1�) ��" �� SCHEDULE I :� � � pennsylvania DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard C. Rupp 20'10-0227 Report debts incurred by the decedent prior to death that remained unpaid at the date of death�inciuding unreimbursed medicai expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1� Snoke Family Practice-Medical 28.00 2 Moffitt Heart&Vascu)ar-Medical 72.00 3 Quantum Imaging-Medical 31.20 4 Accounts Recovery Bureau-PinnaGe-Medical 53.00 5 Computer Credit-Pinnacle-Medical 3,017.31 6 Bureau of Account Management-Pinnacle-Medical 777.50 7 Accounts Recovery Bureau-Pinnacle-Medical 1,696.72 8 Associated Cardiologists-Medical 3.65 9 Penn Credit Corp. 151.50 10 Statewide Tax Recovery 129.00 11 Financial Asset Management System-AT&T 317.21 12 Labor&Industry(UC Account) 7,805.65 13 Federal Tax Liens and IRS Income Tax$200,000 Plus 200,000.00 TOTAL(Also enter on Une 10, Recapitulation) $ 214,082.74 If more space is needed,insert additional sheets of the same size. . ,�2EV-1�513 EX+ (01-10) � ,�: pennsylvania SCHEDULE � DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX REfURN RESIDENT DKEDENT ESTATE OF: FIIE NUMBER: Richard C. Rupp 21-10-0227 RElATIONSHIP TO DECEDENT AM�UNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECENING PROPERTY Do Not List Trustee(sj OF ESTATE I TAXABLE DISIRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Herbert G.Rupp,Jc 2201 Orchard Rd.,Camp Hill,PA 17011 Father 25% 2 Robert P.Rupp,4355 N.Canyon Lane,Castie Rock,CO 80108 Brother 25% 3 Cynthia A.Croman,1772 Industrial Park Rd.,Mifflintown,PA 17059 Sister 25% 4 Diane E.Glancey,2201 Orchard Road,Camp Hill,PA 17011 Sister 25% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. ti NON-TAXABLE DISTRIBUTIONS A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II—ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. Diane E. Glancey 2201 Orchard Road Camp Hill, PA 17011 717-975-7888 January 2, 2015 Register of Wills 1 Courthouse Square Carlisle, PA 17013 Attn: Heidi Warner Re: Estate #10-227, Richard C. Rupp Dear Ms. Warner. Enclosed please find a check in the amount of$15 for the filing of the Inheritance Tax Return for the above referenced estate. Thank you. Very truly yours, _--� Diane E. Glancey, Executor � Enclosure ,v � � � Q �' � �; � � � � � f� -c' c,� � %n � ; � � r ....� � �;. ;-;-E f,-i . ;�, � � .-P:� � ._. f�-:� �:,a �:.� _�..� :.:a ;,,} C� •—� ..r.,� —r _. �� 1 ..,� � _„_� .:.-,: _.. 4;� ...._ G"? ;:w7 G�J f"" �,.�'1 `,J �� C5 f=? ..�.� . 00 _. ��,� RECQR�� =�=iGE �F �N� ��t rr4�' f`�" l,arr,tm�JC � p Vf _ i � 1 '��5 J��N 5 � _°� � � 3Q9 �� ; �� r-'-._ n Y D Q'� i /� L A,�� • ld. �� V��r�t f•,:a , (�.^,r��_,. p ,,,� , C!lM�,7 r, ' ',� = ; ;._ («L �•`tl# � �� /y 6�.. ST..� J � r {{.� � � �^ o' ?�.� � � Q V • , � , tc: � � �j� ; t�3 � 3 n ; r /(� � < / ; � � � � � 0 ; �% � � ; � �/ . 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