HomeMy WebLinkAbout01-0221
REV.1500EX 16.00i
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
/,6 -,;:2/3-Y
REV-1500
OFFICIAL USE ONLY
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INHERITANCE TAX RETURN FILE NUMBER
c:k/ -eLL
RESIDENT DECEDENT COUNTY CODE YEAR
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mittereder, Jean C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
09-19-2000 07-09-1931
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Mittereder, Conrad J. Sr.
SOCIAL SECURITY NUMBER
168 24
__~~...L
NUMBER
4638
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (A.t!achcapyc(Willj
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death afler 12.12-82)
o 7. Decedent Maintained a lilJir.g Trust jAltacl1copyol"irust)
o 10. Spousal Poverty Credit (datllof death between 12-31.91 and 1-1-95)
o 3. Remainder Return {date of death priO( 10 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Depos'rl Boxes
o 11. Election to tax under Sec. 9113(A) {Attach Sch 0]
ij' I~~ ,J1 E~ l';;ET!:p;,.,~I?'CqE~E$qt(PEt(CgAAl:l q- Tt1~t(~()RrM,T'9 ~$QVl:l"E
NAME Robert P Kl' ,"' . COMPLETE MAILING ADDRESS
. lne, ~squlre 714 Bridge Street
P.O. Box'461
New CUmberland, FA 17070
FIRM NAME (11 Applicable)
Kline Law Office
TELEPHONE NUMBE\ 717) 77 0 -? 5 4 0
OFFICIAL USE ONLY
65, 3?3 .00
3,275.nO
62,048.00
0_00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule OJ
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1)
(2)
(3)
(4)
(5)
0.00
0.00 ,-
0.00
n nn
500.nn
64,823.00
0.00
(B)
').27'0.00
n nn
(11)
(12)
(13)
(14)
x .02- (15)
x.O_ (16)
x .12 (17)
x .15 (18)
(19)
(6)
(7)
10. Debts of Decedent, Mortgage Liabilities, & Liens (SchOOu~ \)
11. Total Deductions (total Lines 9 & 10)
(9)
(10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
62,048.00
15. Amount of Une 14 taxable at the spousal tax
rate. or transfers under Sec. 9116 (a)(1.2)
62,048.00
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 Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.> > BE SURE TO ANSWER ALL QUESTIONSPNREVERSE SIDE AND RECHECK MATH -<.:' .. .0
0.00
n.oo
n.on
0.00
o.no
/:..,....
'::'3;.~r't1' .1.
Decedent's Complete Address:
STREET ADDRESS 2071 Longs Gan Road
CITY Carlisle I STATE PA I liP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits (A' B' C) (2)
0.00
3. InteresUPenally ff applicable
D. Interest
E. Penally
TotallnteresUPenally ( 0 . E ) (3)
4. II Line 2 is greater than Line 1 + Line 3, enterthe difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
0.00
0.00
5. II 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)
0.00
0.00
0.00
B. Enter the total of Line 5 . SA. This Is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
If' -
-~,
"I!l'l'll(
j
11
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income 01 the property translerred;.......................................................................................... 0 =tJ
~.' ;::ii~ :h:~;~ti~~:~si~t~~::t:~sha."~s~.t~~.~'.o~e.~.tr..~slerr~~.~r.it~.'~~o~e;::::::::::::::::::::::::::::::::::::::::::: B ~
d. receive the promise for life of either payments, benefits or care? .............................."...................................... 0 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
3 ~:~~~~:::~~i:na~~~,~::;u~~~~:a~~~:b;~.~~~~~~~;~.b~~k;~~~~~;..~;;~~~;i~~;h;~.~;h~;~~~;~?::::::::::::: B ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....... .......................................................................... ..................................... 0 U
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare lt1at I have examined this return, including accompanyir'ig schedules and statements, and to the best of my knowledge and befief, it is true, correel
and complete.
Declaratiorl of preparer other lhan the personal representative is based on all information of which preparer has an yknowledge
FOR FILING RETURN
DATE
SIGNATO
Longs Gap Road, Carlisle, PA 17013
OF E RER ~SENTATIVE
z- '2.3 -Cil
DATE
ADDRESS
714 Bridge Street, P.O. Box 461. New Cumberland. PA 17070
*:r~~~~.:alt~~j;;~ill:;'\~iJL2;1:~0L:c0r'"clt~~i::3~;ii:;:~:~~~~~~i~~T_~:~~~r2i~:d~:~,:&i,t{l;~,.:'~.
For dates of death on or 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 spouse is 3%
[72 P.S.!j9116 (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.1i9116 (al (1.1) (Ii)].
The statute does not exemot 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 dealh 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 PS.!j9116(a)(1.21I.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted In 72 P.S.1i9116(1.2) [72 P.S.1i9116(a)(1)].
The tax rate imposed on the net value of transfers 10 or for Ihe use of the decedent's siblings is 12% [72 P.S. !j9116(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-l5Dll 5X 0(1.97)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Jean c. Mittereder
Include the proceeds of litigation and the date the proceeds were recawed by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Misc. Personal Property (clothing, household
belongings, etc. - value estimated)
VALUE AT DATE
OF DEATH
500.00
TOTAL (Also enter on line 5, Recapitulation) $ 500 . 00
(If more space is needed, insert additionai sheets of the same Size)
'R8J-1!mEX'i1.~n
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Jean C. Mittereder
If an asset was made joint within one year of the decedent's date of death, tt must be repOrted on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Conrad J. JVIi ttereder,
Sr.
2071 Longs Gap Road
Carlisle, FA 17013
Spouse
B
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY -c- %OF DATEQFDEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF
NUMBER TENANT J01NT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 5/199 o 2071 Lon gs Gap Road, North 110,360.00 50% 55,180.00
JVIiddleton Twp. , Cumberland County
(value based on 2000 100%
assessed value)
Tax Parcel #29-04-0379-030C
2 . A. Keystone Financial Acct 752.58 50% 376.29
#2676067230
3. A. The vanguard Group 18,533.A2 50% 9,266.71
Account #9902221917
TOTAL (Also enteron line 6, Recapitulation) $ 64,823.00
(If more space is needed, insert additional sheets of the same size)
.REV..."".".n_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
R SIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Jean C. Mittereder
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman :<.oth Funeral Home, Ine. 3,015.00
219 N. Hanover Street, Carlisle, FA 17013
B ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Social Secunty Numbe<<s) I EIN Number of Personal Representative!s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees 250.00
3. FamHy Exemption: (If decedenfs address is not the same as daimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 10.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 3,275.00
(If more space is needed, Insert additional sheets of the same size)
REV.l513EX+(1_971
'*
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Jean C. Nittereder
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright sp<lusal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. Conrad J. Jilittereder, Sr.
2071 Longs Gap Road
Carlisle, FA 17013
Spouse
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, insert additional sheets of the same size)
2QI....T_W~"anly Deed, '..hort 1'0".', Act 01 1909.
Il(!r.ry Hall, In'::" India"a, Pa,
urbi~
1Beeb,
,3 .Ac<
dUIf of May
and ninety (1990).
il/thellf'rl/'
MADe THe
of (Jill' Lord olle thill/sand nine fwndn'rI
ngTWEEN JEAN C. VINCENT, now JEAN VINCENT MITTEREDER, of North Middleton
Township, Cumberland County, Pennsylvania,
and
Nor th
Grallto/' ,
JEAN VINCENT MITTEREDER and CONRAD J. MITTEREDER, her husband, of
Middleton Township, Cumberland County, Pennsylvania,
Grantcr'S:
WJ1'Ng~8g1'lJ. that in cUNsideratiun fll One ($1.00) dollar plus other good
consider<ltions,
in hand "aid. the. r('cl~iJ,t wlH!1'l'o{ i~ lwl'l'uy (WklIOWlt'd!lcd. the ~(ti<1 fJl'(lHtHI' do es
and convey to the sa ill JI/'Itntcc s. their heirs aud assigns,
and. valuable
iiJdJ,.l! /
hcrdJ!I {Inti.'
ALL that ce-ct<1in tract. of land wi!;h the improvements thereon erected situate
in'tbe lownship'of North }liddleton, Cumberland County, Pcnnsy~v.ania~ bounded
and d~scribed according to survey by Earl. D. Palm & Sons, Surxcyor. dated
December. 197'1 nnd approved by the North Midctleton Township ]?J..:J.nning Commission
on April' 22. 1.97i. as fo.1.1ows:.
BEGINNING at: a spike on the eastern, dedicated right-of-way ;tine of- .the Longs
Gap Road (T....494) and at the southern line. of prope.rty now. OJ;' ~o.J;'merly of Edward
K. Hall. and-Rhonda K. Ha.ll, his'l'life.;- thence along the latter, North 83- degrees
21 minutes East 322.81 feet to a point in'the approximate center~ine of a stream
and running through- an iron pin'25 feet from said point) thence along the stream,
South 1,1 degrees 39 minutes East ],35 -feet to a, point on, the line of other land
now o~ fopnerly 9f Ronald S. Kelt .:lnd Jud'ith S. Ke!1" .his wi~e.;: thence along the
latte.r, South 83 degrees 21 minutes West - 322-.$1 feet to a nail,' in' the eastern
right-of-~ay ~inc of ~he Longs' Gap Road; tllencealong the latter, North 13 degrees
West 135 feet to u spike-, the Plac.e of .BEGINlnNG~
BEING improved with a dwelling house and containing 0.993 ncrcs, being known as
2071 Longs' Cap Road, Carlisle.
IT llEINC the same premises which Mu.rlin R. Miller a,n,<l,Ste1.la S. Hiller,' his wife,
by deed dated July 31, 198~ and recorded in the- Office o~ the Rec.order.of Deeds in
and for Cumberland Coun,ty,. Pennsyl'laitia~ in Deed Book "M".' Val. 29, Page' 881, granted
and conv.eyeu to Jean C. VIncent, ilOW Jl:liln Vincent Nittcrccl..or. the Gr.antol- herein.
This conveyance is a wife to wife and husband transfer.
UGoK)34 YAtE 936
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AND the suid !Intntor JWl'd1lJ cuvenant saud aUl'ccsthat she
will warrant generally the }Iropcrty hereby cU1wcycd,
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IN lV17'NgSS WH1!:R,gOP, slLid yrantors
day and y(~a"" first above 1U1'ittell.
have hcreunto set
their
hand s and seal s
~lg:ncn, ~calrb ilnb IDrlfberrtl )
in tbe Ji,lrcl1rnre of
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e 1"1/5'"1.-- d/b.. /,/<,:,/.3
" I ~Ir. . let!'
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~. (/ ~l~~t or Attorney ? 6/.
(#, .J,)
Stuk of
PENNSYLVtlNIA
("'.
CUI/nty of CUMBERLAND
On (hi.,. I J,,' :5 ted..
a Notary Public,
Ute undl'rsiflncd oLficc/'. }w/',w)J/ally apJJ{,(/j'nl
day of
M.:ty
J.I) 90, InJure Wf',
JEtIN C. VINCENT, now JEAN VINCENT METTEREDER,
kl/O/vn to m/' (()/' sutisfactorily /n'oll(~'n) to he UW}lenwll whlN.lr: //{tIIW is Iw!nolcn:I1('d to Uw
I/!ithill iust/"ll-J/lf'nl, (Inri ackll{lwh:dfln/ that sht' I';l'ccuk(l the ,';CWIC .f01' tlu' /lIIr/10,'H',," thcrei//.
confal:/u!d,
IN H'ITN/~'.')S IFfl/~'/~EOF, I here/lnto .'1et 'III!I
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hllnd (lnd olj;('ia{ Iieat, .:;:::4.,..
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County of
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1 ~'S
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day of
, 19
, before ntf',
the unrlcl'IH~(J1U'd lllficn. }ICI':';O>>lflfly ftP}!f'IlI'(~(1
kTll1l(l1l [u mt: (or sf/U";/lIdllril!! }J/'on'n) tf} IJI' till'
within in:,[r/llll(~lIl, amI flckl//lw/ed{jI'd that h('
rontlLincd.
IN WITNR.<""S WHh'Rh'OF. I hen'nllto :'(" III!! lutnd lwd official ~eal.
persO/l wlw,'/e IIltlllC slIbscrilu:d to the
('.rc(~td('d the SftI1H: {Oi' tilt' ]wrpoi>cs therein
...~
Tit/!' of Officer.
dll hereby N'I'lify t/utl th:' IU'r!ci,w' residence ltnd complete 11Os! office add"(!sli
of the 'withi'/l ww!('d (J,'lt1lt(~(' iH
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COlfifMONWJr:AI1Tfl OF PENNSrI.V ANIA
County of.CY/fY':~(D./zI'cS:.
RECORDED on
iI. f). 1"90. in
Vol. n3tJ
.n}'"
lhis......~.q...
d,," of ~n..nn.n.n
;n f),'ed Eook ~
till' Recorda's o{jicr of the sai,! COlIl/ty.
.n' P"flC 9..:?J.r(
Git"'n under
"'!~~~'~ :~~d"k "&""'.' ",rillen.
...n..n......... ...n.nnuu.._'__ ......, Recorder.
\ /6-6b/c8 - Y
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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
ROBERT P KLINE ESQ U
KLINE LAW OFFICE
PO BOX 461
NEW CUMBERLAND PA 17~10
, .
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-09-2001
MITTEREDER
09-19-2000
21 01-0221
CUMBERLAND
101
v'*
-s{
C/
REV-1547 EX AFP UZ-DDl
JEAN
C
/mount R_i Hed
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=is4i-Ex-AFP-ri'2=o01--NoTicE--oF-YNHEifiTANcE-TAX-APPR]risEMENT~--Ai.rOWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MITTEREDER JEAN C FILE NO. 21 01-0221 ACN 101 DATE 04-09-2001
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
500.00
64,823.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
3,275.00
.00
Ul)
(2)
(13)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
65,323.00
3.275 00
62,048.00
.00
62,048.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
62,048.00 X 00 =
.00 X 045=
.00xI2=
.00 X 15 =
(9)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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.)