HomeMy WebLinkAbout03-09-15 �pennrylvania 15056141p5
uvnnnananae a10}14)(`O
REV-1500 OFFICIAl115E ONLY
Boreau of IntliviGval Taxes CountyCode Vear FileNumbe�
ao eox 2ea60i �NHERITANCE TAX RETURN
Harrisborg, PA 1�128-Ob01 RESIDENT DECEDENT � �y D'�'
ENTER DECEDENT INFORMATION BELOW
Social Secunty Number Date of Death MMD�YYYY Dale o(Birth bIM�DYYn
202-36-7219 02172014 07291944
DecetlenPs Last Name SuRix DecetlenPs Firsl Name
MI
CORN JOSEPH
E
(If Applicable)Enter Surviving Spouse's Informalion Below
Spouse's Las�Name SuKx Spo�se's Firsl Name
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVA�S BELOW
q� i. Original Relum O �-Supplemental ReWm
O 3. Remaintler Relum(tlate of tlealM1
O 4.Agnculture Exemption(tlate of � 5. Future Interest Compromise tlate oi P�ior l0 1213-82)
tleatn on or aner 1-1-2012) tleath aker 12-12-82) ( O fi Fetleral Estate Tax Relum Requiretl
O ]. Oecetlent�led Teslale p B. Decedent Malntainetl a Livin Tmst
(Atlech oopy o[wIIIJ (Altach copy of VusIJ 9 — 9� Totel Number o/Se(e peposll Boxas
p iQ Litigation ProceeJs Receivetl O fl. Non-Proba�e Trans/eree Return O 12. �eferral/Election of Spousal Tmsis
(9cM1edule F antl O Assets Only)
O 13. Business Assets O �q. Spouse is Sole BeneOciary
(No tmst invoNetl)
CORRESPON�ENT- THIS SELiION MOSi BE COMPLEiED.ALL CORFESPONOENCE AND CONFI�ENTIAL ip%MFORMAiION SNOOLD BE�IRECTED T0:
Name
Daytime Telephane Number
JOANN L CORN-PETRO (717)440-6226
Flrsl Gne o(Adtlress
72 PWEDALE ROAD
Secontl Line of Address
Gity or Post O(fw State ZIP Code
CARLISLE PA �70i5
CorrespontlenPs email adaress: 9faver99�ComCast.net
�
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REGISTl,It ILLS USEbNLY�:
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RE615TEROFW�LLSUSFONIY -� _
�qTEFlLEOMMDOYYYY ' -�-
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CD
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DATE FILEO STAMPJ � �'�
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PLEASE USE OflIGINALFORM ONLY
Siae 7
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Lsos61v1os J �
J 1505614205
aev-isao ex�Fp
DecedenCs Social Securiry Number
�eceae�r:Nama, JOSEPH E CORN 20236-7219
RECAPITULATION
1. Real Es[are(Scheaule A). . .. . . .. .... ... . . .. . ... . ... . ... ..... .. . .. . . .. 1. 156,461.00
2. Srocks antl Bontls(Schetlule B) ... _ . . .._ ._ . ... ... ... . . . _ . . _ _ . . . . 2,
3. Closety Held Corporetioq Partnership or Sole-Pmpnetorship(Schetlule C) ... . . 3.
4. Motlgages antl Notes fteceivable(Schedvle�).. . ... . ... . .. ..... . ... ... . . 4,
5. Cash, Bank Deposl�s antl Miscellaneous Personal Property(Sc�edule E).. ... . . 5. �Q$,OQ$.0�
fi. JOlntly OwnBd Pmperty(Schedule F) O Separa[e Billing Requestetl .. . ... . 6. y,580.3z
]. Inter-Vlvos Trans/ers 8 Miscellaneous Non-Pro�ate Property
(Schedule G) O Separate 8illing Reques�etl... . ... . 7. 5C,033.40
8, Total Gmss Assets(tolal Lines 1 Nmugh]). .. . ... . . ... ... . . . . . ... . ... . . g, 36$�717.72
9. Funeral Expenses and AtlminisUalive Cos�s(Schetlule H). . . ... . .. ��,1$3.6�
. . .. , ..... 9.
10, Debts of Decetlen�,MONgage Lia�ilities and Lians(Schetlule I).. . ... . .. . ... . . ip.
11. Tofal Detluctlons(total Lines 9 antl 10). ..... ... . . .. . . .. ... . . .. . .... ... . 11. 1'I�183.60
12. NetValueo�Estate(LineBminusLinell) .. . .... .... . .. .... . ... . . . . .... 12.
13. ChanWble and Govemmental Bequests/Sea 9113 Tmsts for which 353,934.12
an eleclion to�ax has not been matle(Schetlule J) . .... ... . ... .... . ... . .. . 13.
14. Net Value Subject ro Tax(Line 12 minus Line 13) . . ... .... . .. . . .. . ... .. .. iq. 353�934.12
TAX CALCOLATION-SEE INSTRUCTIONS FOR APP��CABLE RATES
15. Amount of Line 14 taxable
a[the spousal tax rete,or
transters untler Sec. 9116
(a)(12)X.0_
15.
i6. Amount o�Line 14 taxable
auinea�rate x.o4y 353,934.12 i5, 15,927.04
i�. Amount of Line 1G�axable
a[sibling rate X.12
i].
iB. Amount of Line 1A�axable
at collateral ra�e X.15 18
19. TA%DUE . . . . . ..... ... . ... . .... .. . .. . . . .. . . .. . . . . . ... . ... . ... . .. . . 19. �5�92�.04
20. FILL IN THE OVAL IF YOU ARE REOUESTING A REFUND OF AN OVERPAVMENT
O
Untle reu�m,I dedere I have examinetl Ihis reWrry InGUEIng accompanying sc�atlules antl staleman�s,and to�M1e best olmy knowletlge anC beliel,
,ny knowletlrrecl an plele.peclaration ot praparer other Ihan IM1e parson responsible for filing Ihe reWrn is basetl on all informatlon ol wM1icM1
Be� piapererhas
V 5 ATURE OF RSON RESP OR FILING RETURN
/, DHTE
p /.�
7 .✓n c�qP ,�'� � rr ! �� /'s� /7ois"
SIGNATU OF PREPARE T HAN PERSON RESPONSI6LE FOR FILING THE RETURN
�. �OM. � �[ . DATE
oaess r 03/08/2015
99 CAMPGROUND ROAD, CARLISLE, PA 17015
L immiiiiiiiNu�i��ii��i�i�ii�i�i�iiiiiiiiiiiiiiiiii s,da2
1505614205 J
4EVq500 E% (Fp Pa9e 3
Flle Number
DecedenYs Complete Address:
�ECEOENT'SNAME
JOSEPH E CORN
srReeinookess�-- �—_. . —_— _.. --_— __- —. —.
_ . . _ . . ___. — — _._ _._— _ ..
124 HORNERS ROAD
_. —. __ __.— __
cirv __..—. _._. _._ — __ __— __.
CARLISLE � - �srniE � --
� .—_— __. ziP . . .
PA ��� 1�015
fax Payments and Credits:
. Tax Due(Pege 2,Llne 79)
. CretlitslPeyments (�) 15 827
A.Pnor Paymen�s _ _ 15,884.80
e. oisroum � 7g6.35
(SeeinslmdiansJ � ���-- - � ------ �--
. In�ere6t Total Credl�s(A+g) (y� 16 881
If Cine 2 ie greeler Ihen Line 1 +Line 3,enler�he tliflerence Thls Is Ihe OVERPAYMENT (�� 0
Fill in oval on Page 1,Line 20 to request a refund (4)
754
If Line 1 +Line 3 is grealer(han Line 2,enler the tliRerence.This is ihe TAX OUE.
(5)
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did tlecetlent make a Irens(er and'.
Yes No
a. re�ain fhe use or income of the pmpetly Iransferred..__ � ■
.......,... .....
6. retain Ihe rigM lo designa�e who shall use Ihe pmperty transferred or its inwme � .
c. retainareversionarymterest ....... ,.�, " � ■
2. Idf tlea hloccuned afler�Dea 12 1982eG tlade edenb�rao 1s or cyre� .._.. � .
sfer property wAhin one year of dealh
without receiving adequate consitleration� � ■
........._ ......_.... ........
3. Did Oecedent own an"in�mst(or"or payable-upon-death bank acwunt or securiry al his or her dealM ,,,. ❑ �
4. Did dece0ent own an indi�itlual retirement accounl,annuity or other non-probale propetly,which
conlainsabeneFlciarydesignation? ..._... ■ ❑
.....,...... __..... ............
THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE ITAS PART OF THE RETUR�
dates of death on or afler July 7, 1994,and before Jan. 1, 1995,�he tax rate Imposetl on ihe nef value of transfers to or for the use o(ihe surviving spou
percent[/2 P,S.§9118(a)(1.1)(ill-
dates of tleath on or afler Jan. 1, 1995, the tax rate imposed on ihe net value of iransiers to or for ihe use of Ihe surviving spouse is 0 perce
PS.§9116(a)(1.1)(ii��.The statute tloes not exempt a transfer to a surviving spouse fmm�ax,antl�he s�atutory requirements for disdosure of asse�s ai
3 a tax retum are still applica6le even i(ihe surviving spouse is the only bene(ciary
dales of dea�h on or after July i,2000:
The tax rate imposed on the net value of transfers(rom a deceased chiltl 21 years of age or younger at death to or for the use of a natu:al parenL:
3doptive parent or a slep-parem of Ihe chiltl is 0 percent(72 P.S.§9116(a)(72�J.
�he tax rate imposetl on the net value of transfers to or for the use of ihe decedenCs lineal benefcianes is 4.5 percent except as noted in[72 P.S.§9116(a)(1
�he tax rate imposed on the net value ot iransfers to or for ihe use of the decedenfs siblings is 72 percent�72 P.S, §9116(a)(7,3)].A sibling is define�
mder Section 9102,as an individual who has at least one parent in common with the tlecetlent,whether by blood or adoptioa
REV-1502 E%t (1bII)
'�i pennsylvania SCHEDULE A
DEPAFTMENTOFqEVENUE
wxEa�.ar�cErararruax REALESTATE
aEsmeHr oeceoErvr
ESTATE OF:
JOSEPH E CORN FILE NUMBER:
21-14-0177
All real property owneE solely or as a tenant in common mus[be�eported at hir market value.Fair market value Is Eefnetl as the pnce at which property
woWd be ezchangeE between a willing buyer ane a willing selleq neiNer being mmpelletl[o buY or sell,both having reasonable knowletlge oRherelevantfaRs.
Realproperty lhatisJolntly-owneE wiM right of ourvloorshiP muat be disclosed an Schedule F.
Httach a copy ofMe set[lementsheetifthe OroOerry has been sold,
NUM ER ��du0e a copy ofthe EeeE showing tlec=GenPslnterestifowned astenan[in common, VAWE AT DATE
�ESCRIPTION OF DEAiH
1' ONE STORY DWELLING ON 0.62 ACREAGE LOT
756,461.00
TOTAL(Also enter on Line 1, Recapitulation,) ; 156,461.00
If more space is nee0ed,use atltli[ional shee[s of paoer of Me ume size � �� --
REV-�SOB EX�(o8-f2)
�pennsylvania SCNEDULE E
ry� oevnArm=_r�.araever�us CpSN, BqNK DEPOSITS & MISC.
aEsmexr�oeeeoex�up� PERSONAL PROPERTY
ESTATE OF:
JOSEPH E CORN FILE NUMBER:
21-14-0177
Intlude t�e pmceetls of titigation and the date[he pmrnetls were receivetl by the esW[e.
All pmperty JainNy owned with right o1 survivorship mus[be tlisclosetl on Schedule F.
REM
NUMBER DFSCRIPTION VAWE AT DHTE
OF DEATH
1. CHECKING ACCOUNT M&T BANK 23522836
10,166.94
p, MEMBERS i ST 0000315459-011 10497.52 Less 15 71 Early W/D
10,481.81
3, MEMBERS 75T 0000315459-0000
80,223.66
q, MEMBER51ST0000315459-OO46CD
2,028.78
$, MEMeERSiST0000315459-0048CD
2,018.77
g. MEMBER5IST�000315459-0049 C�
2,018.22
7. MEMBERS iST 0000315459-0052 C�
3,101.57
g, MEMBERSiST0000315459-0057CD
3,017.90
g. MEMBERS iST 0000315459-0058 CD
3,076.48
10. 95 FORD
1,200.00
11. 2003 GMC SW
1,500.00
12, 2004HUMMERSDN
12,500.00
13. PAT SALMON&SONS INC
534.92
�q, PAT SALMON 8 SONS INC
534.91
15. CENTRALPENNSYLVANIATEAMSTERSPENSIONFUN�
250.00
16. CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUNO
250.00
�7. PAT SALMON&SONS ING
2,420.46
78. JOHNHOPKINSREFUND
7.60
1g. CARLISLE REGIONAL MEDICAL CENTER
84.33
20. AEROENERGYREFUND
5921
27. STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
203.55
22 STATEFARMMUTUALAUTOMOBILEINSURANCECOMPANY167.95+69A6+141.69
23. � 373.71
60.75
24. IRS 1040 2013 8 2014 TAX REFUND$4448.00+g7808.00*PA 40$183.00
6,439.00
25. CASHINSAFE�EPOSITBOX536.50+29+5.31+520+3.521nleiest
550.62
TOTAL(Also enter on Line 5, RecapitulationJ $ 143,043.00
If more space is needed,use adtlitional sheets oF paper o1 the same slze.
flEVa5a9 EX+(0�-10)
� pennsylvania S�MEDULE F
DEPAfliMENiO�qEVEVOF
��.,,Ea„p„cEr,„pE,,,a„ 70INTLY-OWNEDPROPERTV
aesmervr oEceoerv*
ESTATE OF: FILE NUMBER:
JOSEPH E CORN 21 14 p���
If an asset berame jaintly owned withm one year oithe EecetlenPs date of death,it must be reported on Schetlule G.
SIIRVNMG]OWTTENFNT(S)NAME(5) ADDRE55 RElATi0N5HIPTODECEDENT
A.
e.
c
JOINTLY OWNED PROPENTY:
��a onre oEscatmorvav�ao�ean �mo. oa�ofo�a.n
�r roaio�xr nno� :xa�oervnneorFlnarvcu�!rvsmmonavoanrvxaccounTr�umeexoasimiva oehovoceTM oeceoe�vrs vaweor
nuneea nHAxr ;o�nr mervnnxcrvw�iaea.nrncrvoEeovoa:o�+.n.re�oaa�Esnr.
ve.weorasser �xrEaes* oECEoerursmnaEsr
1- A' 04128/12 MEMBERS1ST0000315459-0�45C�
2,020.65 50 1.010.35
2. A. 0622/12 MEMBERS15T0400315459-0447CD 2,079.95 50 1,009.98
3. A. 02101/73 MEMBERSiST0000315459-OOSOCD 3,027.99 50 ' 1,514A0
4. A. 02/27/13 MEMBERS iST 0000315459-0051 C� 3p20.17 50 1,510D9
5. A. 03/29113 MEMBER51ST0000315459-OOSSCD 3,02579 50 1,512.90
F_ A. 10/26/13 MEMBERSiST0�00375a59-0OS6C� 3,016.BB 50 1,508.44
�. A- 02/011�4 MEMBERS7ST000�315459-0059CD 3,02912 50 1,51456
TOTAL(Also enter on Llne 6, Recapitulatlon) ; 9,580.32
If more space is needetl, use adaltional shee[s ol paper o!tbe same size.
aev-�sm ex. �oe-a9y
� pennsylvania SCHEDULE G
oevnR.nen�oFacvEN�e INTER-VIVOS TRANSFERS AND
arvxeu�rancer�acrunr� MISC. NON-PROBATE PROPERTY
esmErvr oEceoervr
ESTATE OF
FILE NUMBE0.
JOSEPH E CORN 2b14-0777
This schedule must be comple[eE anE filed if the answer to any of quesllons t N gh 4 p g th f Ih REV-I500 I y
REM �ESCRIPRON OF DROPERTV
NUMBER «uoenewnov�emwsrtueTMnSwanexs�:vrooKmmrwo �AiEOFpEATH oOFDECdS EXCWSION TA%ABiE
� honrtoF�wrvsan.mna�mvrvtt.EOEmrwuaa.nrt. VAWEOF455ET MTEREST awuuazt VALUE
1� TRANSAMERICA401KRETIREMENTACCOUNT#QK62765-0001
DAUGHTERS 56,03340 56,033AC
TOTAL(Also enter on Line 7, RecaDi[ulation) ; 56,033.40
If more spare is neeae0,use aE0ltional sheets of paper of[he same size.
� pennsylvania SCHEDULE H
oeannlnervi�oraevervue FUNERAL EXPENSES AND
�""Ea"""cE'""a�'" pDMINISTRATIVE COSTS
RESI�EM DfCE�ENT
ESTATE OF
F1LE NUMBER
JOSEPH E CORN 21-14-0177
DeceEent's Eebts mus[be reporteE on Schedule I.
REM
NUM9ER DESCRIPT[ON AMOUNT
A� FUNERALEXPENSES:
1� HOFFMAN-ROTH FUNERAL HOME
7,858.
B. ADMINISTRATIVE COSTS�.
1. Personal Representativp Commissions�.
Name(s)of aersonai aepresentative(s)
5[reet AtlOress � �
City .- -_ ._.. . ._.__ State .._—�ZIP �— _'_
_ _ _. _
Yeaqs)Commission Paitl�
Z, Ar,omey Fees', 500.0
3� Fam�ily Exemption: ([f tleceGenPs aGGress is not the same as claimanPs,attach explar.ation J
Claiman;
—__. _—.. ___.__— - —..
Street Address
_ . _ ._. _ ._ _ _ _. _—"— .__. . ._—
Ciry_____ ._. _ .. _ . _. . _. . ._State zIP
Relationship of Claiman[to�ece7ent
4� Proba[e Fees' 383.5
5� Acmuntar.t Fees: 500.0
b. Tax Return Preparer Fees: 440.0
�� REAL ESTATE TAXES 587.72+2a131ndividual PA Tax 8.00 5957�.
e. PPL ELECTRIC
233.0.
s. COMCAST
131.0:
to. AMERICAN HOME PATIENT 372.Oi
>>� ADVERTISING
127.6!
i2. POSTAGE6.49+6.49�12.98+CksforAcct15.95 4� y.
TO7nL(Also enter on Line 9, Recapl[ulatlon) ; 11,183.E
If more space Is neetleQ use atlditlonal sheets of paper of Che same size.
PfV-1513 E%i (O1-10)
� pennsylvania SCHEDULE ]
E��E
�rvn[wrnxcernxaenw+ BENEFICIARIES
0.f5�pfN!OECEDENT
ESTATE Of: fILE NUMBER:
�� JOSEPH E CORN 21 14_0177
NUMBER NAME AN�AOD0.E55 Of PERSON(5)0.ECEIVING PROVERtt REDOTNots lat Trustee sENT AMOUNT OR SHARE
( ) OF ESTAiE
I TA%ABLE DISTRIBUTIONS[InduOe ouhight spousal Oistrlbutions an0 hanslen untler
Sea 911fi(a)(1,2J,]
i� JOANN L CORN_PETRO 72 Pinedale Road Cadisle,Pa 77�15 DAUGHTER 169401J2
SELENA J BARRES 124 Homers Roatl Cadisle,Pa 17015 DAUGHTER 169401.71
ENiER DOLUR AMOUNTS FOR DISiRIBMONS SHOWN ABOVE ON lINES 15 THROUGH IB OF 0.EVd500 COVER SHEET,AS APPROPRIATE.
�I NON-TA%ABLE DISiRiBUT10N5
A, SPOUSAL DISTftIBUTI0N511N�ER SECIION 9113 FOR NINICH qN ELEClION TO iA%IS NOT TAKEN'.
1.
B, CHARRAB�E AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART ll-ENTER iOTAL NON-TA%ABLE DISTRIBUTIONS ON LINE 13 OF REVQ500 COVER SHEEL $
� If mort s4ace is neetletl use adtlitianal sheeK of�aPer al che same size.
— _�
IIZo1�Y o �)� ... � •