The URL can be used to link to this page

Home My WebLink About07-16-15 S'7 tennsylvania 1505618403 ,..TME W /� TX(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 0055 ENTER DECEDENT INFORMATION BELOW -" Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 01 12 2015 11 05 1922 Decedent's Last Name Suffix Decedent's First Name MI MCKEE VIRGINIA M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q1. 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 n 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) a7. 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.) Q10. Litigation Proceeds Received 11, Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) 13. 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 Correspondent's email address: eps;0Jsdc.com REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY rV C') cs t �7 DaE ED STAW M {rnj UO n1 5 C7 17— )> —A r-I Cn Cn Side 1I C7 Q 'L7 C-) C) -ry Ti F--� r— 'i I(11111IIIAilllli1l5l11111111118i4 {1111111111111111111111 150 618403Cn 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: McKee, Virginia M. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 136,785 - 13 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. 124 ,703 - 96 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 82,155 - 95 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 343-o645 - 0 4 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 38,520 • 56 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 1,303 - 93 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 39,824 • 49 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 3a3.820 • 55 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. 303-e820 - 55 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 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 3031820 - 55 16. 13,671 - 92 17. Amount of Line 14 taxable at sibling rate X.12 0 - 00 17• 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 13,671 - 92 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Under penalties of pedury,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 ` 'AOF SON R� (ONS�BLE FFO/5j 1LING RETURN Sandra McKee Haskins DATE 7, ADDRESS / 1433 Bran ton Road, Mechanicsburg, PA 17055 SIGNATOR FPR ER,PTHER THAN REPRESENTATIVE Edward P Seeber DATE - ADDRESS Suite C-400, 555 Gettysburg Pike, Mechanicsburg, PA 17055 111111111111111111111111111111111111111111111111111111111111 Side 2 L. 1505618411 1505618411 REV-1500 EX Page 3 File Number 21-15-0055 Decedent's Complete Address: DECEDENT'S NAME McKee,Virginia M. STREET ADDRESS 325 Wesley Drive,Apt. 3223 ` CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 13,671.92 2. Credits/Payments A. Prior Payments 13,000.00 B. Discount 683.60 Total Credits(A +B) (2) 13,683.60 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 11.68 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) 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;............................................................................... ❑ 0 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 receivingadequate consideration?.................................................................................................................... ❑ 0 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ 0 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. ❑x ❑ 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 21 years 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-1503 EX+(08-12) SCHEDULE B pennsylvania STOCKS & BONDS DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER McKee,Virginia M. 21-15-0055 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 3,587.818 shares of American Income Fund of America held 21.51 77,173.97 in MML Investor Services Account No.*99-valued per letter dated 1/28/15 2 623.722 shares of AT&T common stock held in MML 33.62 20,969.53 Investor Services Account No.*99-valued per letter dated 1/28115 3 3,652.328 shares of Franklin Penn Tax Free held in MML 10.58 38,641.63 Investor Services Account No.*99-valued per letter dated 1128/15 TOTAL(Also enter on Line 2, Recapitulation) 136,785.13 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule B(Rev.08-12) Rev-1508 EX+(08.12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER McKee,Virginia M. 21-15-0055 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash held in MML Investor Services Account No.*99-valued per letter dated 1/28/15 54.00 2 Miscellaneous refund 470.65 3 Santander CD No.*744-valued per statement 10,789.99 4 Santander Checking Account No.*867-valued per statement 3,642.64 5 Santander Checking Account No.*867,accrued interest-valued per statement 0.02 6 Santander Savings Account No.*505-valued per statement 35,127.68 7 2005 Honda Civic LX Sedan -valued per sales price 6.000.00 8 Miscellaneous personal property-valued per Executrix 450.00 9 Bank of America-refund of account 6.98 10 Bethany Village-refund of down payment 67,681.00 11 Erie Insurance-insurance premium refund 481.00 TOTAL(Also enter on Line 5, Recapitulation) 124,703.96 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12) 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 McKee,Virginia M. 21-15-0055 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 PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE INCLNUMBER THE DATE ODE F TRANSOF FER. ATTACH THEIRSFEREE COPY OF THE DEIED FOR REAL ESTATE. VALUE OF ASSET DECEDENT AND INTEREST (IF APPLICABLE) VALUE 1 MML Investors Services IRA No.*98-beneficiaries are 52,851.28 100.000% 0.00 52,851.28 children;valued per letter dated 1/28/15 2 Washington National Insurance Co.Annuity No.*855- 29,304.67 100.000% 0.00 29,304.67 beneficiaries are children;valued per letter dated 4/10115 TOTAL(Also enter on Line 7, Recapitulation) 82,155.95 (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 INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER McKee,Virginia M. 21-15-0055 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s)attached 16,153.06 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Sandra McKee Haskins Street Address 1433 Brandton Road City Mechanicsburg State PA ziD 17055 Year(s)Commission Paid 9,000.00 2. Attorney's Fees JSDC Law Offices 12,415.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip RelationshiD of Claimant to Decedent 4. Probate Fees 420.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 532.00 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 38,520.56 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 McKee,Virginia M. 21-15-0055 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Bethany Village-memorial services 369.95 2 Parthemore Funeral Home-funeral services 11,513.30 3 Staples-supplies for memorial 159.81 4 Woodlawn Memorial-internment rights 1,876.00 5 Woodlawn Memorial-monument 2,234.00 H-A 16,153.06 Other Administrative Costs 6 Crystal Hackett-2014 income tax return preparation 130.00 7 George W.Weaver&Son-moving services 402.00 H-137 532.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(12-12) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER McKee,Virginia M. 21-15-0055 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 AAA Financial Services-credit card 589.68 2 Andrews&Patel Associates-unreimbursed medical bill 213.02 3 Bethany Village-personal care balance 14.25 4 Holy Spirit-unreimbursed medical bill 450.00 5 Quantum Imaging-unreimbursed medical bill 36.98 TOTAL(Also enter on Line 10, Recapitulation) 1,303.93 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-12) REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER McKee,Virginia M. 21-15-0055 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S)RECEIVING PROPERTY (Words) ($$$) ITAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.91 16a 1.2 1 Sandra McKee Haskins Daughter 50%of IRA, 151,910.28 1433 Brandton Road annuity, personal Mechanicsburg, PA 17055 property& residue 2 Vaughn E.McKee Son 50%of IRA, 151,910.27 2 River Road annuity, personal Dauphin, PA 17018 property& residue Total 303,820.55 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) JSDC LAW OFFICES JAMES•SMrrH•DI&TTERICK•CONNELLY•SPADE•CHABAL•YAHN•SEEBER•TOMASKO Cheryl L.Baker,CP Certified Paralegal clb(a-,isdc.com P.O.Box 650 July 14, 2015 HERSHEY,PA 17033 MAIN OFFICE: 134 SIPE AVENUE HUMMELSTOWN,PA 17036 Register of Wills Cumberland County Courthouse WEST THOSE RGGPIKE 1 Courthouse Square su C OOBURG PIKE Carlisle, PA 17013 MECHANICSBURG,PA 17055 TEL.717.533.3280 Re: Estate of Virginia M. McKee www.JsDc.coM File No. 21-15-0055 GARY L.JAMES Dear Register: - MAx J.SMITH,JR. JOHN J.CONNELLY,JR. Enclosed are the following documents to be filed in the above-referenced Estate: SCOTT A.DIETTERICK JAMES F SPADE MATTHEW CHABAL,III 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. NEIL W.YAHN EEBER 2. An original and one(1 co of the Inventory. EDWARD P. omAsK b' \ ) ley `.7' RONALD T.TGMASKG 3. Check No. 25673 payable to your office in the amount of $265.00 SUSAN M.KADEL POWELL representing the additional probate fee due. COURTNEY K.CONNELLY KAREN N.CONNELLY CHRISTINE T BRANN Please time-stamp the extra copies and return them to me in the enclosed self-addressed, JESSICA E.LOWE stamped envelope. GREGORY A.KOGUT,JR. p p TERESA M.REIFSNYDER JAMES D.YOUNG If you have any questions,please feel free to contact me. CAYLA B.JAKUBOWITZ ALEXIS M.MILOSZEWSKI KATHRYN L.MASON Sincerely, OF COUNSEL: , GREGORY K.RICHARDS JSDC LAW OFFICES KIMBERLY A.BONNER red RALPH M.SALVIA ANDREW H.BRIGGS JANA FRIDFINNSDOTTIR , CP al 0 C= �„ "' Enclosures o c_ rrt: cc: Sandra McKee Haskins, Executrix M Cn m rn ' G� �IZ CD `sem w < tv f. rTi Reply to: Suite C-400 555 Gettysburg Pike Mechanicsburg,PA 17055 Direct Dial: 717-298-2094 Direct Fax: 717-298-2095 fw ,,fM1k 'f s i I + �•i.I I !I � t { € fai i flS.� # � tom.. _. ...... _...-,_�. -.� � +� 1a€i 6547 .74 JSDC LAW OFFICE STE C-400 '. EC'D`R D E D G F F I C 0 _ -7/14--- '� 07f14l15 555 GETTYSBURG P R E C f S T E R OF l 1 L'LS 5 MECHANICSBURG PA 17455x3€��d Frosct 1705 2015 JUL 16 P11 2 00 - CLERK C QRPHAWS' Cr)€JR'f CUMBERLt;ND O- r1 i REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE I COURTHOUSE SQUARE CARLISLE, PA 11013