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Home My WebLink About07-23-15 Jis pennsylvania 1505618403 DEPARTMENT OF RIENIg1X(03-14) REV-1500 OFFICIAL USE ONLY CountyCode Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 14 0582 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 05 27 2014 05 11 1921 Decedent's Last Name Suffix Decedent's First Name Ml KLINGER EVELYN V (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI KLINGER SR . ROY E THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ❑X 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) EJ7. Decedent Died Testate 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) 10. 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 HUBERT X GILROY 717 243 3341 First Line of Address 10 EAST HIGH STREET Second Line of Address City or Post Office State ZIP Code CARLISLE PA 17013 Correspondent's email address: hgilrovCaD_martsonlaw.com REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY `S n o �C O cl-t � r"►1 CT7 C_� (') C7 G7 f'"" itiTCJ3 �7 , E`�&Er I STA r 1 (.J J. <73 O j --r-1 `_:tl rn Side 1 M O IIIIIIIVIIIVIIIIIIII VIII IIIIIVIIIVIIIVIIIIIIIIIIIIIIII 1505618403 1505618403 �1 1505618411 REVA 500 EX Decedent's Social Security Number Decedent's Name: Klinger, Evelyn V. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 1001298 -00 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. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 100-,298 -00 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 14,233 •03 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 14 -,233 -03 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 86-,1364 - 97 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. 86-,064 - 97 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 0 .110 15. 0 .00 16. Amount of Line 14 taxable at lineal rate X .045 86,064 - 97 16. 3,872 - 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 .011 18. 0 .00 19. TAX DUE................................................................................................................ 19. 3,872 .92 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. SIGNATURE OFj ISLE FOR FILIING RETURN oy E. Klinger,Jr. 071 D`� ADDRESS 61 Half IMIARo4d, Gar e , PA 324 SIGNATORO R H T RE S NTATIVE Hubert X. Gilroy Q DAT 2L ADDRESS 10 East High Street, Carlisle, P 17013 11111111111111111111111 IN Side 2 1505618411 1505618411 REV-1500 EX Page 3 File Number 21-14-0582 Decedent's Complete Address: DECEDENT'S NAME Klinger, Evelyn V. STREET ADDRESS 515 Hamilton Street CITY STATE ZIP Carlisle PA 17013 �l Tax Payments and Credits: 1. -Tax Due(Page 2, Line 19) (1) 3,872.92 2. Credits/Payments A. Prior Payments 2,676.26 B. Discount Total Credits(A +B) (2) 2,676.26 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) 1,196.66 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;.................................. ❑ ❑ c. retain a reversionary interest;or............................................................................................................... ❑ ❑ d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑ 2. If death occurred after Dec. 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. 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-1502 EX+(12-12) SCHEDULE A pennsylvania REAL ESTATE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF F21-14-0,5182 NUMBER Klinger, Evelyn V. All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that Is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Residence-Real estate located on 515 Hamilton Street,Carlisle Borough,Cumberland 100,298.00 County, PA, known as Tax Parcel No.06-20-1800-062 and being described in Deed dated 06/21/1963 and being recorded on 06/22/1963 in Cumberland County Deed Book"W",Vol.20, Page 710,and being conveyed to Roy Edward Klinger and Evelyn Klinger, his wife. Roy Edward Klinger died 12/24/1990, leaving title solely vested in Evelyn Klinger, Decedent herein. Valuation is tax assessment times common level ratio($103,400.00 x 0.97);see attached. TOTAL(Also enter on Line 1, Recapitulation) 100,298.00 (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 A(Rev. 12-12) 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 Klinger, Evelyn V. 21-14-0582 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Roy E. Klinger,Jr. Street Address 61 Half Mile Road City Gardners State PA zio 17324 Year(s)Commission Paid 4,736.15 2. Attorney's Fees Martson Law Offices 4,960.39 3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State ZiD RelationshiD of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 4,536.49 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 14,233.03 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 Klinger, Evelyn V. 21-14-0582 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Aero Oil-Pending sale of real estate 119.63 2 Borough of Carlisle-Water/sewer,pending sale of real estate 80.41 3 Capitol City Oil -Heating oil, pending sale of real estate 254.00 4 Charles Holtry,Tax Collector-School and real estate taxes, pending sale of real estate 1,180.39 5 Charles Holtry,Tax Collector-School and real estate taxes, pending sale of real estate 1,506.33 6 Deluxe Checks-Order of checks for Estate Checking account 13.49 7 Landex-Lien search and copies 2.22 8 Miscellaneous expenses to prepare real estate for sale-Carlisle Borough for trash bags, 143.59 "For Sale sign", Home Depot&Lowe's for paint and spackle supplies 9 Penn National Insurance-Homeowner's insurance, pending sale of real estate 611.00 10 PPL-Electricity bill, pending sale of real estate 130.26 11 PPL-Electricity bill, pending sale of real estate 49.89 12 PPL-Electricity bill, pending sale of real estate 45.71 13 PPL-Electricity bill, pending sale of real estate 39.42 14 PPL-Electricity bill, pending sale of real estate 37.63 15 PPL-Electricity bill, pending sale of real estate 32.67 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Klinger, Evelyn V. 21-14-0582 ITEM NUMBER DESCRIPTION AMOUNT 16 PPL-Electricity bill, pending sale of real estate 28.08 17 PPL-Electricity bill, pending sale of real estate 26.65 18 PPL-Electricity bill, pending sale of real estate 28.79 19 PPL-Electricity bill, pending sale of real estate 31.20 20 PPL-Electricity bill, pending sale of real estate 34.02 21 PPL-Estimated electricity bill for August 2015 36.00 22 PPL-Electricity bill, pending sale of real estate 40.11 23 Register of Wills-Additional probate fees 50.00 24 Register of Wills-Supplemental PA Inheritance Tax Return filing fee 15.00 1-1-137 4,536.49 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 J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Klinger, Evelyn V. 21-14-0582 NAME AND ADDRESS OF RELATIONSHIP TOSHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) 0 Not I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Laurie Marlene Chmielewski Daughter One-fourth 21,516.24 4922 Berryhill Circle residue Perry Hall, MD 21128 Lucy Marie Klinger Daughter One-fourth 21,516.24 505 Hamilton Street residue Carlisle, PA 17013 Roy E. Klinger,Jr. Son One-fourth 21,516.24 61 Half Mile Road residue Gardners, PA 17324 Stephen C. Klinger Son One-fourth 21,516.24 125 Rabbits Run residue Atmore,AL 36502 Total 86,064.96 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) Property Mapper Cumberland County, PA k 27 ?A 24 M { r 26 l + W 1+ 1 .4)lot 20 / . r Y .• f n ' 4 •'f, t':ti. +yr' { .•�� *�„.. � `p;,x�,� �� Vh Copyright 2011 Esri. All rights reserved. Mon Jun 9 2014 01:54:06 PM. 515 HAMILTON STREET PIN: 06-20-1800-062 Deedbook: 0020W-00710 Owner: KLINGER, ROY EDWARD&EVELYN V Land Use Code: 101 Property Type: R Acreage: 0.07 Square Feet: 1524 Taxable Status:T Clean&Green Status: Land Assessed Value$: 15800 Building Assessed Value $: 87600 Total Assessed Value$: 103400 Sale Price $: Sale Date: Year Built: 1916 Municipality: CARLISLE BORO STH WRD Height in Stories: 2 Type of Dwelling: DUPHLF Primary Exterior: Aluminum Basement Percentage: 100 Air Conditioning: NO Total Rooms: 6 Bedrooms: 3 Full Bath: 1 Half Bath: tc n tah w d n..d awt.nu.t...ra...9.0•n sOOrIJ20 FACE 710 leekMade this 21st day of June in the year nineteen hundred and Sun THREE (1963) Gi We t CLOYD A. FOLM and MIAINE R. FOLTZ, his wife, of the Borough of Carlisle, County of Cumberland and State of Pennsylvania, (hereinafter called the Grantors}, and ROY EDWARD KU14GEA and EVELYN KLINGER, histwife of the Borough of Carlisle, County of Cumberland and State of Pennsylvania,,, (hereinafter called the Grantee s), { tttttgs ttfj, That in considaretiop of TEN THOUSAND FIVE HUNDRED ($10,500.00) --------- Dollars, in hand paid,the receipt whereof is hereby acknowledged,the said Grantor a do hereby grant and convey unto the said Grantee a 'their heirs and assigns, ALL THAT CERTAIN lot or piece of land situate in the Borough of Carlisle, Cumberland 1. County, Pennsylvania, boundad and described in accordance with a survey and plan thereof made by Ernest J. Walker, Professional Engineer, dated May 12, 1963, as followat-- BEGINNING at a point marked by an iron pin on the Southeast side of Hamilton Street said poioi being one hundred forty-five and five tenths (145.5) feet Northeast of the centariine of Pennsylvania Haute No. 34 know as Spring goad; thence extending along { } Hamilton Street North forty-seven (47) degrees Bast twenty-eight and five tenths (28.5) fast t i to an iron pin at a corner of land now or late of Usussen; thence &long said land South forty-three (45) degrees Brat one hundred twenty (120) fact to a point in the northwest side of an alley; thence along said allay South forty-seven (47) degrees West twenty-eight and r five tenths (28.5) feet to an iron pin at a corner of land now or lata of Ruth Zeigler; thence along said land North forty-three (43) degrees West one hundred twenty (120) feet to the 1 point and place of BEGINNING. f HAYING thereon erected a two and one-half ataxy frame dwelling and a one and one-half i story frame garage and known as No. 515 Hamilton Street. BRING the same premises which Ida M. Bander, widow, granted slid conveyed unto Cloyd A. Foltz, by Deed dated April 3, 1947 and recorded in Deed Book N Vol. 13 page 140, Cumberland County records. Stht�t C's'.C611 b.Co.11. t.Trest to 1%bat 111111114{}1/7 ru Data G i�tat U o.t1l tet. v .. 1 a •. i t so- r ^ ^ � � | L- |