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HomeMy WebLinkAbout01-0034 )(, -/)&o~7 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 'REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KoTK ES C P o 0 R N R 0 E E S N T o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Kiser Helen B. DATE OF DEATH (MM-DO-YEAA) FILE NUMBER c:.. OFFICIAL USE ONL '( 21-01-3';/ NUMBER CQUNTYCOOE YEAR SOCIAL SECURITY NUMBER 229-40-0129 THIS RETURN WUST BE FILED IN OUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURI Y NUMBER 3. date of death . Remamder Return prior to 12-13-82) 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes Nons> Ne'rfe N6rie None None 15,248.61 None 1,113.86 578.09 x x x x .0 0 .045 .12 .15 OFFICIAL USE ONLY (8) 15,248.61 (11) 1 .691. 95 (12) 13,556.66 (13) (14) 13,556.66 (15) (16) (17) (18) (19) 0.00 610.05 0.00 0.00 610.05 D 11. ElectIon to tax under Sec. 9113(A) (Attach Sch O) ...~'!!:lt~J!~~lii!$1'!!:lijl;l:l.e'l:lQij~tIlJ):t~!'.;J: COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 Real Estale (Schedule A) Stocks and Bonds (Schedule 8) Closely Held Corporation. Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Joinlly Owned Pfoperty (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total De<luctions (Iotal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (SchedUle J) 14. Nel Value Subject 10 Tax (Line 12 minus Line 13) DATE OF BIRTH (MM-DD-YEAR) 12 01 1917 'S AM lAST,FI ST,ANOMIDDL INITIAL X 1. Original Return 2. 4. limited Estate 4.. X 6. Decedent Died Testate 7. (Attach copy of Will) o 9. Litigation Proceeds Received 010. ...'.n!I$!~~R~. NAME Ro er B. Irwin Es . FIRM NAME (If Applicable) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER (1) (2) (3) R E C A P I T U L A T I o N (4) (5) (6) C o M T ~ A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax DUB 20. 13 ,556.66 Copyright (c) 2000 form software only The LaGk:ner Group, Inc. ':X0~;ir:?j~1t{rj::\:F'.:("::'::' Fmm REV-1500 EX {Rev. 6-001 Decedent's Complete Address: STREET ADDRESS 231 York Road, Ant. B CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payrnents C. Discount (1) 610.05 30.50 Tolal Credits ( A + 8 + C) (2) 30.50 Total Interest/Penalty ( D + E) (3) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund [4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter Ihe lotal of Line 5 + SA. This is Ihe BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WillS, AGENT ~C~1~~';]~~~~;'f:~~'~~Lt6W;~~":~~~:~~;~:~k~i::~[i6i'~~";;] i!!i~'ii :i~'f;A~:~~~~'~~~:i~~~i'~~B~R~""'" 1. 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 579.55 0.00 579.55 ''ii!iIIi!m: Did decedent make a transfer and: i. 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. It death occurred after December 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 his or her death'? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a 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. o o o Yes No ~~ [K] [K] [K] Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my kllQwledge and belief, it is true, correct and complete. Declaration of preparerother than the personal rept8.sentallve is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ RESENTATIVE '3.~ Priscilla K. Snyder _ _ _~~!_ X,,;-!<_ _~<i_._,_ _ ~p_t:., ~_ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Carlisle, PA 17013 IRWIN McKNIGHT & HUGHES 60 West Pomfret Street ____w________________________________________________ Carlisle PA 17013 11g(~1 II ~/ ~I DATE DATE For dates of de h on r after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spous .37< 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% [72 P. S. 9116 (a) (1.1 ) (in]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements tor 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 twenty-one 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% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or tor the use of the decedent's lineal beneficiaries is 45%, except as noted in 72. P .5. 9116( 1 .2) [72 P.S. 9116(aXll]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)J. 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. Copyright (c) 2000 fOrm software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1S09 EX + (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen B. Kiser SCHEDULE F JOINTLY-OWNED PROPERTY SSff 229-40-0129 10/18/2000 FILE NUMBER 21-01- If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME Priscilla K. Snyder ADDRESS RELATIONSHIP TO DECEDENT 231 York Rd. Apt. B Carlisle, PA 17013 daughter B. c. JOINTlY -OWNED PROPERTY' LETTER DATE DESCRIPTION OF PROPERTY %, OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for lolntly~held real estate. VALUE OF ASSET INTEREST DECEDENTS INTERES 1 A 06/00/95 M&T Bank, checking 153.74 50.00% 76.87 2 A 06/00/95 M&T Bank, savings 251.12 50.00% 125.56 3 A 06/00/95 iM&T Bank, certificate 20,083.23 50.00% 10,041. 62 4 A 06/00/95 M&T Bank, certificate 10,009.12 50.00% 5,004.56 TOTAL (Also enter on line 6, Recapitulation) $ 15,248.61 T (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (~ev. 1~97) REV-1S'1 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERIT "NeE T /4:1.. RETURN RESIDENT DECEDENT SCHEDULE H FUNERAl EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Helen B. Kiser Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSft 229-40-0129 10/18/2000 FILE NUMBER 21-01- DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, E. Alvin Small Funeral Home Inc. 125.42 2 173.44 Meal 3 South1awn Memorial Park, internment 550.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. 250.00 Attorney's Fees IRWIN McKNIGIIT &. HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Stale Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Register of Wills - filing fee 15.00 TOTAL (Also enter on line 9. RecapO"lalion) S 1,113.86 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV.1512 EX f(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen B. Kiser SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSIf 229-40-0129 10/18/2000 FILE NUMBER 21-01- Inctude unreimbursed medical expenses. ITEM NUMBER 1 Eckerd Drug Store DESCRIPTION AMOUNT 124.38 2 JC Penney, credit card balance 157.12 3 Sears, credit card balance 296.59 TOTAL (Also .nl.r on lin. 10, R.capnulalion) $ 578.09 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1998 form software only CPSystems, Inc, Form REV-1512 EX (Rev. 1-97) REV-1Sb EX +(1-97) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen B. Kiser SSft 229-40-0129 10/18/2000 NUMBER I. 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions): Priscilla K. Snyder 231 York Road, Apt. B Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee{s) Daughter FILE NUMBER 21-01- AMOUNT OR SHARE OF ESTATE remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1513 EX (Rev. 1-97) LAST WILL AND TESTAMENT I, HELEN B. KISER, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking any and all Wills heretofore made by me. ONE: I direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I authorize and empower my executrix to sell any realty owned by me at my death and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. THREE: I hereby give, devise and bequeath all of my estate, of every nature and wherever situate to my daughter, Priscilla K. Snyder. FOUR: I nominate and appoint Priscilla K. Snyder to be the executrix of this my Last Will and Testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Deborah K. Turner, as substitute executrix, also to serve as such without bond, with the same powers as are given herein to my executrix. FIVE: I hereby suggest that my personal representative retain the services of Irwin, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21ST day of February, 1997. 1lch"M- B ~-yo HELEN B. KISER (SEAL) Signed, sealed, published and declared by HELEN B. KISER, the testatrix above named, as and for her Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGMENT AND AFFIDA VIT WE, HELEN B. KISER, CHERYL L. CLELAND and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ML.,.J L '/0-" ~'" c-./ ~*~~ ERYLL.CLELAN ~cq~t1t~ MARTHA r.. NOEL COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by, HELEN B. KISER, the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 2lST day of February, 1997. / ~/3cL otary PublIc Notarial Seal Roger B. Irwin, Notary Public Carlisle 8oro, Cumberland Coun\y My Commission Expire. Oct. 3. 2000 M~r1\h" Pftl1nlylvanl~ ABloclatlon 01 Notaries m1M&fBank December 29, 2000 RE: Estate Search The Estate of: Date of Death (D.a.D.) HELEN B KISER 10/18/2000 To Whom It May Concern: Identified below is the account information requested. I. M&T Bank accounts in which the decedent's name appears: Account Account Number Account Title Opening Branch Type CHK 1251619 HELEN B KISER 4334 ACCT OPENED PRISCILLA K SNYDER 6/95 DEBORAH K TURNER SAY 15004200112859 HELEN B KISER 4334 ACCT OPENED PRISCILLA K SNYDER 6/95 CD 31003911168647 HELEN B KISER 4334 ACCT OPENED PRISCILLA K SNYDER 6/95 CD 3100391 1J68655 HELEN B KISER 4334 ACCT OPENED PRISCILLA K SNYDER 6/95 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed NO Safe Deposit Box titled in the Decedent's name existed at our office. 0.0.0. Accrued [nterest Balances (Includes Accr. Int.) $153.74 $.00 $251.12 $.84 $20,083.23 $83.23 $10,009.12 $9.12 Account Description If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or (-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: 'f;t1 ~~ ~-tLA..-<.~.L.... Authorized Signature DATE: { L - d- 0, - 0 U Manufacturers and Traders Trust Company. 1100 Wehrle Drive, PO Box 767, Buffalo, NY 14240.0767 ~/6-~CJO- 7' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE )'/ C-'. / BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX u DATE ESTATE OF DATE OF DEATH 'F;ILE NUMBER COUNTY ACN 02-27-2001 KISER 10-18-2000 21 01-0034 CUMBERLAND 101 ROGER B IRWIN IRWIN MCKNIGHT & 60 W POMFRET ST CARLISLE HUGHES *' REV-1547 EX AFP <12-DDl HELEN B Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is"4j-i:x-AFP--fl'2=ooY-NoTici:--oF-YNHi:iiiTAifcE-TAx-'AppR'Aisi:iiENy-,--ALi-oWANCE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KISER HELEN B FILE NO. 21 01-0034 ACN 101 DATE 02-27-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 15,248.61 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate SUbject to Tax (9) nO) 1,1l3.86 578.09 (11) (12) (13) (14) If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax paYllent. 15,248.61 1.69] 95 13,556.66 .00 13,556.66 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 13,556.66 X 045 = .00 X 12 = .00xI5= (19)= (15) (16) (17) (18) .00 610.05 .00 .00 610.05 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-08-2001 AA477852 30.50 579.55 TOTAL TAX CREDIT 610.05 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ." 0 5 :I: m :0 m n "I ;u ~~I$i c. '-' ~ ~'" i .).J - m ~, ,<. <: [g~~~o r^ Z m ~oo~~ ,.... Z 0 ~)1 ." 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