The URL can be used to link to this page

Home My WebLink About08-21-15 J �:, pennsylvania 1505618403 i �_ .<.`�xioa-ia� REV-1500 °FF'°'"�°sE°"" BureauoflntllvltlualTaxes - r- �e vae. F�ieu„mcer Poeoxzeosoi INHERITANCETAXRETURN W Harris�urg.aA i�i28-oboi RESIDENTDECEDENT Z� 15 0409 ENTER DECEDENT INFORMATION BELOW SOLIdI SPCIIl1�y N011lb¢I D21E Of�¢2[h MMO�YVYV Oate ot einh MM��YVVY 08 22 2013 O6 15 1930 Decetlenfs Last Name SuOix pecetlenfs First Name MI KELCHNER HARLAN Qf Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name SUHIx Spouse s Flrs�Name MI KELCHNER JOAN M THIS RETURN MUST 9E FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1 OriginalReWm ❑ 2 Supplemen�alReWm ❑ J Rema�n4e�Re�om(OaleoltleaN pnor�o t2��9�82J � t AgnculNal�empLon�Oa�eo� ❑ 5. FUWrelnteresiGompmmise(Oateof ❑ 6. FetleralEs�ateTaxReWrnR94uiratl aea�no�o�ane,z�-ao�a) aea�nane,ie.�eazi ❑ � oereaem o�ea res�aie ❑ a oeceaem ma�me�nea a�rv��g nus� s ro�ai rvumee�or sare oeoorn eo.os IAVac�copYo�wilp (qVacM1mpyolVust) ��— ❑ ID. Ltlga�onPmceatlsRecerveO � 11. NorvPro�a�eTranslereeFeWrn ❑ 12 �eterrel/ElecOonotSpousalTmsts (SCM1etlule F antl G Asse�s Only� ❑ 13. BusinessAsse�s ❑ lJ. 5pou5¢I55oleBPnefitidry (No W s�invalvetl) mr�rarnwr.MssEcnor+m�r�cor.��m aurnRa�varnErv�r�rocarr-ovun��vxrrar�nwionsHouneEor�creoro: Name Uaytime Telephone Number SCOTT M DINNER ESQ 717 761 5800 Firs�Line of Atltl�ess 3117 CHESTNUT STREET Secontl line of ltltlress City or Posl ORice State ZIP Cotle CAMP HILL PA 17011 CorrespontlenPsemailatltlress: smtlinner@yahoo.com REGISTEft OF WILLS IISE ONLY RE6 SER OG'N'LLS USE DNLv OAiE FlLEO MMODW W n =J C � �, f�l � ^� 3l G7 '� G7 �� .•'� f: �ATEFI�6DSfAr1P N � I -1 � �n �.� r' n Side 1 ' ,� c� o 0 L * � rnr_ n � n � nn 1505618403 1505618403 � J 1505618411 RE�-,5oo Ex Decedenfs Social5ecurity Number os�Am�sH��a. KELCHNER, HARLAN _._-___ .. . _._.. RECAPITULATION 1. RealEs�ate�5cheduleA).. ......._ ......... _____. 1. Z SlockSantlBontls(SchetluleB) . . ... .... ......_. ._____ Z� 3. Closely Heltl Corporetion.Partnershlp or Sole�Proprietorship(Schetlule C�._....... 3. 4. MOMgaqes antl Noles Receivable(ScM1etlule D) ......... .......... 4� 5. Cash. Bank Depasi�s antl Miscellaneous Personal Pmpetly(Schedule E). .____ 5. 6. JointlyOwnetlPmperty(SchetluleF) ❑ SeparateBillingRequesteQ............ 6. 4,�$6.7$ �. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Pmpetly (Scbetlule G) ❑ Separele Billing Requested_____... �. e TotalGrossAssetspotalLinesimmugn�) ...___ _____. e. 4�036.75 9. Funeral Expenses antl Atlm n SVat ve Costs�Schedule H)..._. .. ... . . 9. � $6.�$ 10. Oebts o(Decetlen�.Motlga9e Liabililies antl Liens�ScM1etlule I)................. . ... ... W. 11. TOWIOetluc[ions(tolalLine59and10)....... ......... ......... . . 11. � $6.]$ 12. Ne[Valueo(Es[ate�LineBminusLinell). .____ .__....... 12. $�$$Q.QQ 13. CharilableantlGovemmentalBequesls/Sec9113Tms�sforwhlch an eledion lo tax M1as not�een made(Schetlule JI. ...._..__. .._. ..... . . . . . . ._..... 13. 14. NetValueSubjecitoTax�Linel2minusLinel3). ...._........_......... . . . . . . . . . ... ia 3�880.00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLIGABLE RATES 15. Amounl of Line 141axable el�he spousal�ax rale.or Vansfers untle�Sec.91 i6 �a��i.z�x o0 1 ,940.00 �s. 0.00 16. Amounl o�Line 14�axable euineaira�e x .oas 1 ,940.00 �6. 87.30 1]. Amounl of Line 14 taxable alsiblingrete X.�p 1]. 18- Amount ot Line�4 taxable a�colla�eral rate X.15 18. 19. TAXDUE ..__... ._...... ____. ._____ 19 a7.3� 2�- FLLL M THE OVAL IP YOU ARE REpl1ESTING A REFUNO OF AN OVERPAYMENT • � Under penallies o!pepury.I declare I Oave exeminetl iM1is reW m.mdu0ing accomDanying SCM1edules an0 sUtemenls,entl�o�ne bas�ol my knowletlge antl Oeliel. it rs Ime.correU antl complete.�xlara�ion of preparar o1M1ar tM1en Ne person responsible tor filing tM1e re W m Is�ased on all Informe�ion ol wM12�preParer�as any knowletlge. SIGNHTURE FPERSO;qE$PON$I�EPORFlLINGRETUR�N"'� o'�'E .�,� i � � �y�K �1�11 i� � 2��1 ho ii Yi �i s� r a r aRe r e Seott M Dinner Esq �"EAUG 0 7 2015 A eEss Law Office of Scott . inner � 3117 Chestnu[ Street, Camp Hill, PA 17011 * .� rnrn � n � ,� ,� s�aes L 1505618411 1505618411 � Rev-i5oo EX Page 3 Fi1e Number 21 - 15 - 0409 DecedenPs Complete Adtlress: OECEDENT'SNAME Kelchner, Harian sTREEtnooREss � �� ------ 421 Dogwood Court QTV _ . ._... _. ___... .... STATE. . .TZIP . . Carlisle � Pa ' 17013 Tax Payments antl Credits: t TaxDce(Page2,Llne19� (1� 87.30 2. CredHVPayman5 � — A. Prior Paymenls B Discount TotaiCretlits(n +B) (2) 0.00 3. In�eresl @� 3.25 4. II Line 2 Is grea�er Ihan Line 1 +Line 3.en�er�ha tlR(arence. Thls Is�he OVERPAYMENT. �q� Check box on Page 3,Line]0 ro request a refuntl ----� 5 If Line 1 +Line 3 is greater ihan�ine 2.en�er the dl!(erence. Thls is ihe TAX DUE. (S) 9�.�J 5 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Oitl tlecedeni make e Vens/er and�. Yes No a retain ihe use or Income oi�he pmpetly Uansferred .... . . . . . ......... ..._...._... z � b. retainNerighttotlesigna�ewhoshalluseNepmpertyUansferretloritsincome�,.________.... . . . . ... .. I �,z c. retain a reversionary interes� or . _..__ ._...._ ____. ____ . � � L� d receive�M1e pmmise for life of eitM1er paymen�s.benefits or wre0 ...._... . . x 2. I( death occurred afler Dec. 12, 1902, did tlecetlent Vansfer propetly within one year of dea�h wi�houl recelvinq atlequa�e considera[ion2 ......... ......... ..... . . . . .............. I �x I 3. Ditl tlecedenl own an"in tmsl for� or payable upon dealh bank account or securiN at his or her dealh9___._ �' I z. 4. Ditl tlecedent own an indlvidual retiremen[accounl,annuity,or other non-proba�e propeRy which containsabene(ciarytlesiqnation9 ......._ ......... . . ....... ____. . _ �..I n IF THE ANSWER TO ANV OF THE ABOVE QUESTION515 YES,YOII MUST COMPLETE SCHEDIILE G AND FILE IT AS PAftT OF THE RETURN. For da�es o(tleaN on or a(ter July 1, 1994 antl belore Jan. i. 1995.�he�ax ra�e imposed on the ne�value o�Vans(ers to or for�he use of Ihe surviving spo is 3 pemsnt[/2 P.S_§9116(a7(�.1��i�]. For tlales o!death on or afler Janua 1, 1995,Ihe tax rate imposetl on ihe net value of�ransfzrs to or for ihe use of Ihe surviving spouse is 0 percent I]2 P_S.§9116�eJ(��]. The sta7ule does not axempl a Vansfer to a survrvinq spouselrom(ax.and�ha statNory requiremen�s tor tlisdosure ot acm6 Bling e lax mWm are still applicabla evan if ihe survlving spouse Is�he only bene�ciary. Por dates oltleath on or afler July 1,2000�. •TM1e�ax role imposetl on ihe nel value o(bansfers tmm a tleceasetl child 21 ears of age or younger a�dea��o or for ihe use of a na�ural parent,an atlop[iva parent,or a step-Paren�of�he chlld Is 0 percenl�]2 P_S.§91�8(e)�1 211. •The lax ra�e Imposetl on Ihe ne�value of trensfers�o or for Ihe use of ihe decetlenls lineal bene(miaries is 6 5 percan�,excap�azrnk�h[2PS§9116(a)(' •The�ax rale imposetl on�he net value o(transfers b or for�he use of the decedenfs si0lings is 12 percen��]2 P 5.§9116(a)(1 3�]. A sibling Is tleLned under Section 91 W,as an indrvidual who�as at least one parent In common with Ihe tlecedent,wM1e�M1er by blood or adophon. REV-1509 E%+(01�101 � pennsylvania ( � ce=,�a�aearoFr+eveNue SCHEDULE F - "�'°R" JOINTLY-OWNED PROPERTY e�oeN�oEcm�mi ESTATE OF Kelchnef. Hadan I FlLE NUMBER � 21 - 15 -0409 If an asset was made joint within one year of the decedenPs date of death, it must be reportetl on schetlule G. SURVIVINGJOINTTENANT(5)NNME ADDRESS RELATIONSHIPTODECEDENT Joan M. Kelchner 421 Dogwood Court Spouse p Carlisle, PA 17013 Karen K. Steinmeier 309 Fireside Drive Daughter g Camp Hill, PA 17011 JOINTLV OWNED PROPERTV'. ITEM LETTER DATE DESCRIPTION OF PROPERTY pqTE OF DEATH "�OF oereor o�am NUMBER FORJOINT MADE IncludenameoffinancialinstiWtionandbankaccountnumber r�AWEOFASSET �EG�'S �F�F�FmrswrFeFs* TENANT JOINT similar itlen�itying number.Hitach tleetl for jointly-heltl real eslat . INTEREST 1 A. B Orrstown8ankstatementsavings i2.iio25 33.33% 4,03fi75 a/n 746000540 [see attachment#1] TOTAL(Also enter on line 6, Recapitulation) 4,036.75 REV-15fl EX�(0&lll � pennsylvania SCFEDULEH !i •""E"•�FRE�E��E FU�EfiALD�ETSESArD �. PA� i��ERi.<NOE.A,:RE,�aH Aq�STRAi1VECOSTS � uesiuervroeaow� � ' . . . ._. '�-_ _ _—'_ " _ __ ESTATE OF KelChner, Hadan FILE NUMBER �� . ._ _ ___ _ 21 - 15- 0409 �ecetlenPs debts must be repoKetl on Schedule L � ITEM j FUNERAL EXPENSES: DESCRIPTION �MOUNT -- _ _ UMBEft A. I �_ — I B. I ADMINISTRATIVE COSTS: � 1. � PereonalRepresen�a�ivesCommissions Nama of Personal Representative�s) � I� SVee�Atltlress ' � Clry S�a�e Zlp �; � Year(s)Commission Paitl 2 , AtlofneysFeeS 3. Family Exemption� Qf decetlenfs atlaress is w��he same as claimanfs,atlac�explanation) ' '�. Qalmant � ' SVee[Address City Slate Zip Relationsbip of Qaimant to Decedent a I, probate Fees inheritance tax retum filing fees 15.00 a � nccountantsFees REV-1WOprepfees �q� �s 6. �� TaH ReNm Preparer s Fees � Z OlherAtlminisVativeCosis 1 , - — _'�.I.. - _- ___ ._ I'� TOTAL(Also enter on line 9,Recapitulalion)� � 156.75