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Home My WebLink About07-06-15 Z' Penns lvania 1505618403 DEGARTME OI F REV' X(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 15 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 10 22 2014 02 28 1925 Decedent's Last Name Suffix Decedent's First Name MI REDMOND ROBERT S (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI REDMOND ALICE L THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW RX 1. Original Return 2. Supplemental Return 3. Remainder Return(date of death prior to 12-13-82) 4, Agricultural Exemption(date of 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) ❑X 7. Decedent Died Testate 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) 10. Litigation Proceeds Received �X 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) R13. Business Assets 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT•THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDWARD P SEEBER 717 533 3280 First Line of Address SUITE C400 Second Line of Address 555 GETTYSBURG PIKE City or Post Office State ZIP Code MECHANICSBURG PA 17055 r^v Correspondent's email address: epspisdc.comtin . REGI "F WILLS-Ac ONCY O` REGISTER OF WILLS USE ONLY rn C- -4 C7 DATE FILED MMDDYYYY S r" i';"t rn r- M C" o -tt -n c� e:) [[ATE;FILED STAB r— rn J J CSD y-. Side 1 1505618403 5�5 VIIIVIIIVIII1IIIIVII IIIIIIII1505618403 J 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: Redmond;Robert S. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages and Notes Receivable(Schedule D).................................................... 4. 5. Cash,Bank Deposits and 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. 337 ,111 - 85 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 337 ,111 - 85 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 11 ,737 - 63 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 11 ,737 - 63 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 325 ,374 - 22 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. 325,374 - 22 TAX CALCULATION-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 3251374 - 22 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 11 - 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 0 - 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible for filing the return is based on all information of which preparer has any knowledge. SIGNA,pI�IR OF PERSON SPOSIBLE FOR FILIYP RETURN lice L. Redmond DATE Z6AO Le- ADDRESS 3820 Chep4nut Street, Camp Hill, PA 17011 SIGNAT REF PF&ARER OTHER THAN REPRESENTATIVE Edward P Seeber DATE 6 1 �\ ADDRESS Suite C-400, 555 Gettysburg Pike, Mechanicsburg, PA 17055 L 111111111111111111111111111111111111111111111111111111111111 Side 2 1505618411 J REV-1500 EX Page 3 File Number 21-15 Decedent's Complete Address: DECEDENT'S NAME Redmond, Robert S. STREET ADDRESS 3820 Chestnut Street 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 0.00 Total Credits(A +B) (2) 0.00 3, Interest (3) 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;.................................. x c. retain a reversionary interest;or............................................................................................................... x d. receive the promise for life of either payments,benefits or care?............................................................ x 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?.................................................................................................................. 10 ❑ 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 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 21ears of age or younger at death to or for the use of a natural parent,an adoptive parent,or a step-parent 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-1510 EX+(08-09) SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE /� INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Redmond, Robert S. l21_151-15 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. ITEM DESCRIPTION OF PROPERTYINCDATE OF DEATH °�OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFERSATTACH THEIR COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 Ameriprise Financial Services Annuity No.*048-4- 37,647.90 100.000% 0.00 37,647.90 beneficiary is spouse;valued per letter dated 11/20/14 2 Ameriprise Financial Services Annuity No.*059-8- 194,789.86 100.000% 0.00 194,789.86 beneficiary is spouse;valued per letter dated 11/20/14 3 Ameriprise Trust Company IRA No.*1-002- 14,650.64 100.000% 0.00 14,650.64 beneficiary is spouse;valued per letter dated 1/28/15 4 Ameriprise Trust Company IRA No.*6-002- 7,605.95 100.000% 0.00 7,605.95 beneficiary is spouse;valued per letter dated 1/28/15 5 50%interest in real estate located at 3820 Chestnut 82,417.50 100.000% 0.00 82,417.50 Street, Hampden Township,Cumberland County, PA- titled in the Robert S. Redmond Living Trust dated 51912000;valued per tax assessment*common level ratio(166,500*.99=164,835/2) TOTAL(Also enter on Line 7, Recapitulation) 337,111.85 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERRESIDENT EDENAX TURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Redmond, Robert S. 21-15 Decedent's debts must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s)attached 6,138.63 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Do Year(s)Commission Paid 2. Attorney's Fees JSDC Law Offices 5,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 99.00 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 11,737.63 Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Redmond, Robert S. 21-15 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Neill Funeral Home-funeral services 6,138.63 H-A 6,138.63 Other Administrative Costs 2 Recorder of Deeds,Cumberland County-filing fee for Deed 84.00 3 Register of Wills,Cumberland County-filing fee for Return 15.00 H-B7 99.00 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX+(01-10) pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Redmond, Robert S. 21-15 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trusteeisl TAXABLE DISTRIBUTIONS [include outright spousal • distributions,and transfers under Sec.9116(a)(1.2)) Alice L.Redmond Spouse IRAs&100%of 325,374.22 3820 Chestnut Street residue Camp Hill, PA 17011 Total 325,374.22 Enter dollar amounts for distributions shown above on lines�15 through 18 on Rev 1560 cover sheet,as appropriate. 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 SHEETI Copyright(c)2010 form software only The Lackner Group,Inca Form PA-1500 Schedule J(Rev.01-10) k. F • JSDC LAW OFFICES JAMES•SMTTH•DmTrE cl<•CONNELLY•SPADE CHABAL•YAHN•SEEBER•TOMASKO Cheryl L.Baker,CP Certified Paralegal clb@jsdc,com June 30, 2015 P.O.Box 650 HERSHEY,PA 17033 MAIN OFFICE: Register of Wills 134 SIPE AVENUE HUMMELSTOWN,PA 17036 Cumberland County,Courthouse I Courthouse Square WEST SHORE LOCATION: Carlisle, PA 17013 555 GETTYSBURG PIKE SUITE C400 I MECHANICSBURG,PA 17055 Re: Robert S. Redmond, deceased TEL.717.533.3280 Dear Register: WWW.JSDC.COM Enclosed are the following documents to be filed in the above-referenced Decedent: GARY L.JAMES MAx J.SMITH,JR. JOHN J.CONNELLY,JR. 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. SCOT A.DIETTERICK 2. A check in the amount of$15.00a able to our office representing the filing JAMES F.SPADE p Y Y I> g g MATTHEW CHABAL,III fee for the Return. NEIL W.YAHN EDWARD P.SEEBER omAsKo Please time-stamp the extra copy and return it to me in the enclosed self-addressed, SDS M TKADEL stamped envelope. COURTNEY K.POWELL _ KAREN N.CONNELLY CHRISTINE T.BRANN If you have any questions,please feel free to contact me. JESSICA E.LowE GREGORY A.KOGUT,JR. Sincerelyours, TERESA M.REIFSNYDER Y JAMES D.YOUNG CAYLA B.JAKUBOwf1Z JSDC LAW OFFICES ALoas M.MILOSZEWSKI KATHRYN L.MASON OF COUNSEL: eieYParalegal ker CP GREGORY K.RICHARDS KIMBERLY A.BONNER RALPH M.SALVIA ANDREW H.BRIGGS JANA FRIDFINNSDOTTIR Enclosures cc: Alice Redmond, Trustee co rn ` 70 D r-- ? I M -f C� M. Reply to: Suite C-400 555 Gettysburg Pike Mechanicsburg,PA 17055 Direct Dial: 717-298-2094 Direct Fax: 717-298-2095 I 1j{{jjji\ k . 4jPgjq`cpjt'j,#iq1I� 1 '{ 1 f 015H14156547 U C-4 Y RECORDED OFFICE $2 .08 555'GETTYSBURG PIKE O F � � MECHANICSBURGPA 17055 REGISTER OF WILLS 07/01i15 a u: _ Mailed From 17055 2915 JUL 6 PM 3 00 CLERK OF ORPHANS' (,ClJ T CUMBERLA14D G-0- P,, REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE, PA 17013