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HomeMy WebLinkAbout08-12-15 JI pennsylvania EX(03-14) 1505618148 DEPARTMENT OF REVENUE REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 15 553 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 05172015 05071945 Decedent's Last Name Suffix Decedent's First Name MI FOUGHT ALICE B (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 BOXES BELOW 0 1. Original Return Q 2. Supplemental Return Q 3. Remainder Return(date of death prior to 12-13-82) Q 4. Agriculture Exemption(date of Q 5. Future Interest Compromise(date of Q 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) 0 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.) Q 10. Litigation Proceeds Received Q 11, Non-Probate Transferee Return Q 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) Q 13. Business Assets Q 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 ROBERT G. FREY 7172435838 First Line of Address 5 SOUTH HANOVER STREET Second Line of Address City or Post Office State ZIP Code G o a c r+ o t . � n � 70 Cc CARLISLE PA 17013 r , r_ Correspondent's email address: R F R E Y is F R E Y T I L E Y .COM © CD Q REGISTER bPWILL"S USE_:0_LY rl r'ry <.1 REGISTER OF WILLS USE ONLY v:> L... 1 1w rn DATE FILED MMDDYYYY - _- C r o N -rt r N DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505618148 1505618148 J 1505618155 REV-1500 EX Decedent's Social Security Number Decedent's Name: ALICE B FOUGHT RECAPITULATION 1. Real Estate(Schedule A). . . . . . . .. . . . . . . . . .. . . . . . . ... . . . .. .. .. . . . . . . .. . 1. 0.00 2. Stocks and Bonds(Schedule B).. . . . . . . . . . . . .. . . .. . . . .. . .. .. . . . .. . . . . . . . 2. 0. 1111 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . .. . . 3. 0 . 00 4. Mortgages and Notes Receivable(Schedule D). . . . .. . . . . . . . . . . .. . . . . . . . . . . 4. 0. 00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). .. . . . . . 5. 9045. 5 4 6. Jointly Owned Property(Schedule F) =Separate Billing Requested. . . . . . . . 6 0 . 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) =Separate Billing Requested. . . . . . . . 7, 0. 00 8. Total Gross Assets(total Lines 1 through 7). . . . .. .. . . . . .. . . . . . . . . . . . . . . . . 8. 9045 . 54 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . .. . . . . . . . .. . . . . 9. 965 . 50 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). .. . . .. . . .. . . . . . 10, 252 . 54 11. Total Deductions(total Lines 9 and 10). . .. . . . . . . .. . . .. . . . .. .. . . . .. . . . . . .11. 1218 . 04 12. Net Value of Estate(Line 8 minus Line 11). . . . . . ... . . . .. . . . . . . . . .. . . . . .. . 12. 7827. 50 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . .. .. . .. . . . . .. . . . . .13. 0 • 00 14. Net Value Subject to Tax(Line 12 minus Line 13).. . . . . .. . . . .. . .. .. .. .. . . . 14. 7827. 50 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.0 0 15. 0. 011 16.Amount of Line 14 taxable at lineal rate X.0 45 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X . 12 7827. 50 17. 939.30 18. Amount of Line 14 taxable at collateral rate X . 15 18. 0. 00 19, TAX DUE. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .. . . . . . . . .. . . . . . 19. 939 . 30 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 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. SIGN TURE OF PERSON RESPO tSIBLE FOR FILING RE§1URN DATE ADDRESS 29 CHURCH- ROAD, CARLISLE PA 17015 SIG A U �PARHAN PEYSON RESPONSIBLE FOR FILING THE RETURN DATE �z �- ADDRESS 5 SOUTH HANOVER STREE4 CARLISLE PA 17013 111111111111111111111111111111111111111 Jill Side 2 L 1505618155 1505618155 J REV-1500 EX Page 3 File Number 165-38-0634 Decedent's Complete Address: 21-15-0553 DECEDENT'S NAME ALICE B FOUGHT STREET ADDRESS 207 SOUTH HANOVER STREET APT.2 CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 939.30 2. Credits/Payments A. Prior Payments 900.00 B. Discount 45.00 (See instructions.) Total Credits(A+B) (2) 945.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) 5.70 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.100 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............................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income................................. ❑ El c. retain a reversionary interest.................................................................................................................. ❑ 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?................................ ❑ 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. ,�.. .- :•.. , -ti.�,�y� tis"+i .4 ... . ., �. p _ �..t :fir, ..y1?„�•T». r 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 Jan. 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: 9 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-1508 EX+(02-15) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFPERSONAL PROPERTY INHERITANCE TAXAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Alice B Fought 21-15-0553 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MetroBank Account No. 833060338 79.54 2. Rent refund from landlord 3,325.00 3. Rent rebate from Commonwealth of Pennsylvania 650.00 4. 2007 Pontiac G6. Kelly Blue Book Value attached 4,991.00 TOTAL(Also enter on Line 5, Recapitulation) $ 9,045.54 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(02-15) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECED NTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Alice B Fought 21-15-0553 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 750.00 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 215.50 5. Accountant Fees: 6. Tax Return PreparerFees: 7. TOTAL(Also enter on Line 9, Recapitulation) $ 965.50 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(02-15) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Alice B Fought 21-15-0553 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. PPL 57.08 2. Final cable bill to Comcast 3.71 3. Water/Sewer bill to Borough of Carlisle 74.46 4. Final electric bill to PPL 71.44 5. Final Water/Sewer bill to Borough of Carlisle 45.85 TOTAL(Also enter on Line 10, Recapitulation) $ 252.54 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(02-15) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Alice B Fou ht 21-15-0553 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] Alvin and Sandra Bonawitz 1' 29 Church Road, Carlisle, PA 17013 Brother and Sister-in-law 100%of Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0.00 If more space is needed,use additional sheets of paper of the same size. 2007 Pontiac G6 Sedan 4D Trade In Values-Kelley Blue Book 7/29/15,3:27 PM ZtP CODE:17013 1 Sign in(or Sign up; f--------------------------------------- .......................................-------------------------------------------------------------------------------- ---------------------------------------------- Popular at KBB.com ee Wat qveryoody=staWhgabout-e I S A L t V.C N T, 10 Best Luxury Cars Under 1,t_'15,000 ' Is. �r., :,201.6 R-M-10 N L_._. ._._-__ -------------- ................... ........................................... Adverfisprn-nt V1 a,,$) ntl. .07 .41 Goo .... ......- ........ Home > Car Values> Pontiac > G6 2007 > catecory > sty.p. > cv icni> Sedan 4D .... 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Next Steps to Selling Your Car http://www.kbb.com/pontiac/g6/2007-pontiac-g6/sedan-4d/?condition=g...trad e-i n-se I A m i I eag e 7 5 000&cate g o ry=sed a n&p ri cetyp e p rivate-pa rty Page 1 of 3 06/08/2015 09:56 717-920-4666 DEPOSIT SERVICES PAGE 02/03 METRO BANK �w�v'� 3801 Paxton Street 888.937.0004 Harrisburg, PA 17111 mymetrobank.com June 8, 2015 Frey&Tiley Robert M Frey 5 South Hanover Street Carlisle PA 17013-3385 RE: Estate of: Alice B Fought Tax Identification Number. Date of Death: May 17, 2015 To Whom It May Concern: This letter is in reference to the decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number 833060338 Date Account Opened: July 30, 2009 Date Account Closed: June 2, 2015 Primary Owner: Alice B Fought Secondary Owner: N/A Date of Death Balance: $79.54 Principal Balance: $79.54 YTD Interest: $0.07 Accrued Interest": $0.02 *" Please note:The accrued interest will not be paid if the account is closed prior to the date the interest is scheduled to post. The customer did not have a safe deposit box at Metro Bank. Please feel free to contact me at (888) 937-0004 if I may be of further assistance. Sincerely, J ' l 'LI,G,..J�- . Tania S. Young Research Associate Metro Bank a � ry LAST WILL AND TESTAMENT rt ALICE B.FOUGHT I, ALICE B. FOUGHT unmarried woman, of the Borough of Carlisle, Cumberland- �' County, Pennsylvania (mailing address: 207 South Hanover Street, Apt. #2, Carlisle", PA t CLQ 17013), being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making i void any and all Wills by me at any time heretofore made. ` C7 N c tTl 1. I direct my hereinafter named Executor or Executrices to pay all of my just debts and,- i r- funeral expenses as soon after my.death as may be found convenient to do so. I further direct that all inheritance;transfer, succession,.estate and death taxes, including interest and penalties thereon,which may be payable on account of my death shall be payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I declare that I am unmarried and that I have three (3) adult children, CATHERINE MAE FOUGHT,ALAN L.FOUGHT,and WAYNE L.FOUGHT. I have intentionally made no provision in this my Last Will and Testament for any child of mine. 1 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate,I give,devise and bequeath jointly to my brother,ALVIN F. BONAWITZ, JR., and his wife, SAUNDRA L. BONAWITZ, or the survivor of either of them. Should neither my brother, Alvin F. Bonawitz, Jr., nor my sister-in-law, Saundra L. Bonawitz survive me, then in such event all the rest residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to their issue,per stirpes. 4. I hereby nominate, constitute and appoint my brother,ALVIN F. BONAWITZ, JR., and my sister-in-law,SAUNDRA L.BONAWITZ,or either of them,as Co-Executors of this my Last Will and Testament, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 5. In addition to the powers conferred by law, my hereinbefore named Trustees and Executors and their respective successors,are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation,the stocks,bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations;to make any surrender,exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations;to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks,bonds and other securities,the powers of an individual owner who is not under trust obligation. C. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit,and upon such terms and conditions as shall be deemed proper,any part or parts of the estate,and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund,and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. I h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust,to make such division or distribution, either in cash or in kind,or partly in cash and partly in kind,as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or [ any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. And authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper,irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. I. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus,and such designation need not be consistent from one year to another. IN WITNESS WHEREOF,I have her unto set m hand and seal to this my Last Will and Testament written on one(2)pages,this `/ day of 14v� sfi Zoc)7 �. (SEAL) ALICE B.FOUGHT Signed, sealed, published, and declared by ALICE B. FOUGHT, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her j request, and in the presence of each other, have hereunto subscribed our names as attesting �I witnesses. i k i