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HomeMy WebLinkAbout05-18-05 (3) , . f6.u.>>fX{Nt1j " ")S.,<::; ,,~ ~ d~ zf..J "~III COMMONWEALTH OF PENNSYlVANIA DEPARThlENT OF REVENUE DEPT,280801 HARRISBURG, PA 17128-0001 REV.1500 INHERITANCE TAX RETURN . RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER L.. \ - ~5 ").~, cOliirrCOOE ~ - - iiiieR - - - . I- Z W o W o W C DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) Grim, Calvin G. DAlE OF DEAlll (MM-DO.YEAR) DATE OF BIRlll(MI.H>D-YEAR) 2/20/05 2/1~/26 (IF API'I.ICABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST. AND. MIDDLE INlTIAL) SOCIAL SECURI1Y NUMBER 205 16 - 4011 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 2. SUpplemen1al Relllm o 48. Fu\Ur8lnlsresl COmproml..'...." __"."-82) 07. DecedonlMainlained . UVingTiusl(1ollod>...."T""'l o .10. Spousal Poverty Credit. (dIOrofd.frbehlUr 12..11-9t~ j-1-95) o 3. RemoIiiderRe~m ,...."""'......".13-82) o 5. Fod8lal Eslale Tox Return Required ...Q. 8. Total NUmber of ~o illlposit Boxos o I1.ElocIionlolaxunderSec.9113{Al_,",OJ 1. Real em. (SclleduIeA) 2. SIodls and Bonds (Sche<lUIoiB) 3. Closely Hold CorpomIon, Portnnhlp or _pr\o_p 4. Mollgagos & Nolss _ (Schedule D) 5. CasIl. Sank illlposlls & Misc:iIuaneous Personal Property (ScheduIa E) 8. .IclII1Ily Owned Property (Sd1edule F) o SeparaIs BiIi1g Requeatad 7. InI8r.V1ws T_ & I!iSOOIIanoous Non-Probals Property (ScheclJfeGcrL) 8. Total GrooAuols (lotaILInes 1.7) . 9. FlIl18fIII Exponaos & AdmInisti8aw Costs (~H) 10. IJebIs 0/ Deceden1. Mortgage LiabUllIes, & Uons (ScheduIo I) 1,. Total Deductions (lO/aI Unes 9& 10) 12. Not Value or &IN {LIne 8 minus LlneJj/ 13. Charilable and Govemmen1aI Boquea1alSec 9113 Trusts for which an eIe<;tion to lax has not been made (SchodUe J) 14. Nol VIIut Subjocllo Tax(Llne 12 minus Una 13) SEfIN$TRUC11OHS OH IlEVEIlSE SIDE FORAPI'LICABLER'ATES 15. _ of uno 14_10 ollllo apOuuI tax 18la, crlransf8l1 under Sec. 9116 (s){I.2) 1Kl1. Original Relum o 4. Umilsd Eslals IRJ 6. illlcedonl DIed Teolals _ ...."WI) o 9. U1igBlfon ProcOeds ~ .... z w c i " NAME A h FIRMNAME~_) TELEPHONE NUMBER. 717-258-6844 COMPUETE MAlUNG ADDRESS 113 Front street P.OBox 358 Boiling Springs, PA17007 (1) -0- (2) 66,000.00 (3) . -0- (4) -0- (5) 7;3,380.23 (6) 47,570..00 (7). 13,895.93 OFFIC SE ONLY z o ~ ::) .... ii: oc( o W Ill:: z o ~ I-' ::) a. ::E o o ~ 16. Amcunl<fUne 14 _ atllneal.raf8 17. AmoonlofUnll14_als/b//ngrale . lB. _dLlne 14 _atcaIIatBtaJ rale . 19. TIl< Duo CHECK HERE IF YOU ARE REOUESTlNG A REFUND OF AN OVERPAYMENT ,......., f,_~::> .',:'::;:' C.1 . ::;>. ::0 '-'--1 ., C) -TJ '::J ~-~l '::J '-:J ;,:'Tl :-5 !_~_ r'i1 -"'-')~,J -n >.'"" -< Q <7J ",::::< CJ ,') ~ 11 ::? ~} ').0 .<::) N (8) $2..00,846.16 (9) {j,023.29 457.48 (10) . (11) 6.480.77 (121 194.365.39 . (13) -0.,. . (14) 194.365.39 $10.0,609.20 x.O_ (15) x.o~ (16) 4,527 .J 4 x .12 (17) ~ .15 (18) 14,063.43 (19) $18,590.84 93,756.19 Decedent's Complete Address: STREET ADDRESS 560 Criswell Drive .. . ,. . .. . CITY Boiling Springs, '. 1 STATE. PA pP 17007 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. creditslPaymenls A Spousal POveriy Credk B. Prior Paymon1s C. Discount (1) 18.590.84 -0- . -0- ':1)..':1. ::>4 .' , .. tolalCtedl1S ('M B + C ) (2) " . 929..54 3. .ln~stIPenaIly Wappllcable D. Interest . E. Penalty ':"0- -~ .... .. . ,.. ... ........ . 'T01aI Iriierest/PenaltY(D + E) .(3) 4. ff Une 2 is'grealer than Une 1 + Lilie 3, inter lhe dlff~nce; This is the OVERPAYMENT; . Chedt box on pag. tUn. 20 to request a refund -0- . (4) 5. . ffUne 1 + Une 3 is greaterlhan Une.2..enterlhe djlf8lehce. This.1s the TAX DUE.. . A. Enter ihe interest on the lax due. .(5) 17,661.30 . (sA) . -'0-. . B. Enlsr the total of Une 5 + SA. This Is lhe IiALANCE DUE. (5B) 1 7 , 6 61 ; 30: Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLQCKS 1. Did decadent .make a transfer and: Yes No a. Jetain the use or Income oflhe properlY transferred;.......................:.........;:...................................;................... D ~ b.reIaIn lhe right to desigh8te who sh8a use the property transferred or.11s Income; .;..............;...................;....... D . j[] c. reIaIn a reversionaJy Interest; or..............................................:........................................................................... D ~ .. d. receive the promise for lite pfelther payments. ben8fils oicaie? .....................,...............................,................ D ~ .. 2. ~~":u~=:=::m=::;:.~.~~.~~.~~~~..~.~..~~.~~.~~.~~~.................... D t5 . 3. Did decedenl own an 'n IruSt for" or payable upon death bank.account or securily.al his or her death? ........>... D: , . [] 4. Old decedent own an Individual Retirement Accoun~ annuity, or other non-probate property which .. . contains a beneficiary d8s1snaliDn? ...............................................................................;...............;......:....,.....;...;... I!l .. . D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES; YOU MUST COMPLETE SCHEDULE G AND FILE IT ~SPART Of TIIERETl!RN; Undlir~rl~.1_1I\alIha..oJlaml..UI1IaI8Un.Induding~_.....and_ls.ondloll1obestrl"'llo1owla<lQeand_r, kislnlo, correclandaxnpleto. Oodanollonol__lI1onll1opelllllllllOpl1iooloUveisboiedonllinfolmollanof__IlasIllYknowlodgo. , . .. , ,. ,.. ... .. SI~1JJREOFPERSON~pqtI~LEFORJ1L1NGRETURN. . r.. ... . . .... .. . DATE .. 7//~ 7?~ <?~..,~.<-:f7./~ . . ..5-/ttP~5 5;SOd~iJ~.I~~,7PAJ..-L4~~.~,/..;7CJt::I? ... ... SIGNAT OF PREPARER OTHER EP ENli (/ f / DATE .. - ...- . - '.' For dates of death 00 Drafter July 1, 1994 and before. January " 1995, the tax rate Imposed 00 the net value of transfers to or for the use:of the survMng spoUse Is 3% [72 P.S. S9116 (a) (1.1) (il]. For dates of death 00 or after January 1. 1995, the.1ax rete Imposed 00 the net value of transfers to or for the use of the.sinvlving spouse is 0% \72 P.s. S9116 (a) (1.1) (a)l. . . The statute does not exemot a transfer to e surviving spouse from lax, and the stetirtory requirements for dlscIosure of assets and filing a lax relum are StilI.applicable .even W the surviving spouse Is Ihe ooIy beneficiary. For deles of death 00 or after July 1, 2000: The lax rate imposed 00 the net.vaJue of fransfels frtinI e d,eceased child twenty-one years of age or younger at death to or for the ,use of a natural pa~ an adoptive paren~ or a stepparent of the child Is 0% [72 P.S. S9116(a)(1.2)]: . The Iaxratelmposad 00 the net vallie of transfers to orforlhe use of the decedenfs lineal beneficiaries Is 4.5%, except asnotad In 72.P.S.S9116(1.2) [72 P.S. S9116(a)(I)]. The lax rate /mpOsad 00 the net value of transfers to or for1be ua8 ofihed8cedenr8B11ili~lsJi% [72 P.S. 5Q116(a)(1.3)). A sibling'ls delined, under SecIIon 9102, as an individual who has alleasl one parenlln common with lhe decedent. wh9ther byblood or adoption. .. . . _M"_"_~___,___._",,~___._.,,_ .EV.1S02 EX+ (12-851 '* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Calvin G. Grim FILE NUMBER (Property iointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should b. reported at fair market value which 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 seU, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. See Schedule F TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of same size.) S -0- --'...--.--'------.-.--.....---- REV.I503 EX+ 1...861 *' SCHEDULE B STOCKS AND BONDS COMMONW!ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DEaDENT ESTAT OF FILE NUMBER Calvin G. Grim (All property lolntly-owned with Right of Survivorship must be disclosed on Schedulo F.) . ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH L 2 One (1] series HH US Savings Bond at $1,000.00 Thirteen [13] series HH US Savings Bonds @ $5,000.00 each $1,000.00 65,000.00 10 - yo.TAL (Also enter on line 2, Recapitulation) S 66,000.00 . f .1',,_ _ _I ~&.__"- ..I ___ ..:... 1 ....".."'.0."1. COMMONWEAL1'H OF PENNSYLVANIA INHERITANCE TAX lDURN RESIDENT DECEDENT ESTATE OF SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP Please Print or Type FILE NUMBER Calvin G. Grim Schedule C.l or C-2 must be attached for each business interest of the decedent, other than a proprietorship~ ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. NONE -0- TOTAL (Also enter on line 3, Recapitulation).$ - 0- (If more space is needed, insert additional sheets 01 same si:te.) llEV-l:507 EX. \1.88} '* COMMONWEALTH OF PENNSYLVANIA INHEIITANCI TAX RI1'URN RlSIDlNT DlCEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Please Print or 'F e I FILE NUMBER ESTATE OF Calvin G. Grim (An ........"Y jointly_nod whh .... Right of Su"''''''....lp mu.t ... dl..l..... on Sch.dul. F.I ITEM NUMBER DESCRIPTION I VAWE AT DATE OF DEATH NONE -0- - '. TOTAL (Also enter on line 4, Recapitulation) $ -0- (If more space ;$ needed, insert odditional sheets of same size.) ll.f'f.l$08 EX. p_1l7) '* SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or T e FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHIRllANCllAX RENIN RESIDINT DECIDINT ESTATE OF Calvin G. Grim (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule FJ ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH $27,194.04 2. M&T Select with Interest Checking account, #1358006, at M&T Bank. Money Market account, #70-33788, at F&M Trust. 46,186.19 1. TOTAL (Also enter on line 5, Recapitulation) S ~. 73.E.23 (A"oc:h additionaI81f.z" x llN sh.ets if more space is n"eded.1 ''''''''~.I''''8J . COMMONWU11'H OF PENNSYLVANIA INHERITANC! TAX RETURN RESIDENT o-EaDENT SCHEDULE F JOINTLY -OWNED PROPERTY Calvin G. Grim , fILE NUMBER ESTATE OF Joint tenant(s): NAME A. Mona P. Graham ADDRESS 560 Criswell Drive Boiling Springs, PA RELATIONSHIP TO DECEDENT Companion B. c. Jointly-owned property: I LmER DATE mM FOR NUMBER! JOINT MADE JOINT , I TENANT i 1. I J 6/8/94! I , I ! DESCRIPTION OF PROPERTY i , TOTAL VALUE i DECO'S' DOLLAR VALUE OF OF ASSET , % INT. : DECEDENT'S INTEREST Real Estate situated at 560 Criswell Drive Boiling Springs, PA )~e A-fY~C4".1 ,i/-J:5'l' SJM ~.x' $95,140.00' 50%' $47,570.00 TOTAL (Also enter on line 6, Recapitulation) (If more space is needed insert additional sheets of same size) S 47,570.00 . .' REV.t510 fX+ (2-87) ~.!- COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE ESTATE OF FILE NU,MIlER Calvin G. Grim THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON TME REVERSE SIDE Of THE COVER SHEET IS YES, DEeD. DOLLAR VALUE . .,'" % OF DECEDENT'S INT, INTEREST ITEM DESCRIPTION OF pROPERTY NUMBER Include name of l'hetransF.ree, tnei, relationship to decedent, dote of transfer. EXCLUSION TOrAt VALUE OF ASSET .. 1 . IRA account, #1100005873, at Sovereign Bank , , , $13,~95.9~ 100% $13,895.93 . _ TOTAL lAlla enter an line 7. Recapitulation) S 1 3 , 895 . 93 Jl~_,!,_o"'_~flace is needed, insert add;~ional sheets of sam. size.) 3. Family Exemption Claimant Add.... of Claimant at decedent'. death Street Add.... City IEV-l5l1lhl1.Q1 E ITEM NUMBER A. B. 2. 4. C. 1. :2. 3. 4. 5. 6. 7. 8. Plea.. Print or Type R SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS IXPENSES Calvin G. Grim DEKRIPTION 1. Funeral. Expen..., Zimmerman-Auer Funeral Home 4100 Jonestown Road Harrisburg, PA 1. Admln.......tlw Cost., Personal Rep....ntative Commi..ion. Sodal Security Numb.r of Personal. Repl&sentative, Year Commi.sion. paid Anarnll)' Fe.. Anthony L. DeLuca, Esquire Relation.hip State Zip Code Probate Fee. Mil.ellan.ou. upen..., Legal Advertising - Cumberland Law Journal Legal Advertising - The Sentinel Filing Fees for Inheritance Tax and Inventory TOTAL (AI$o .nter on line 9, Recapitulation) (If more .pace II n..deel, Innrt adelltlonal .h..ts of .ame llze.) AMOUNT $460.00 5,000.00 314.00 75.00 144.29 30.00 $ 6,023.29 1V.1512 EX+ (9-11) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE "I" DEBTS OF DECEDENT, MORTGAGES, AND LIENS FILE NUMBER Calvin G. Grim ITEM NUMBER 2. 3. 4. 5. 6. 1. DESCRIPTION AMOUNT Jack E. Nace - 2004 Tax Preparation $75.00 West Shore EMS-BLS - Ambulance Health South Regional - Nursing Home TV Mary. A. Murray, Tax Collector 1/2 of 2005 County, library, township taxes Charles R. Inners, MD - Medical Veterans Administration - Medical 136.01 4.24 111.23 110.00 21.00 ,.-"'" TOTAL (Also enter on line 10, Recapitullltian) $ 457.48 HV.\511 EX+ 1;1.17) - COMMONWlALTH Of I'fNNSYLYANIA INHIIII'ANCI TAX lnutN _DlClDlMT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Calvin G. Grim ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. A. Taxable Bequests: Vickie L. Enders 901 Butter Road Dover, PA l7315 Rodney G. Grim 4 Coldsprings Apartments Manchester, PA l7345 Mona P. Graham 560 Criswell Drive Boiling Springs, PA l7007 Daughter $27,194.04 2. Son 79,895.93 3. Companion 93,756.19 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable ond-Governmental Bequads: 1. None -0- TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS {Also enler on line 13, Recopilulolion} (I' more apac. I. needed, In..rt additional ,"Nt. of same .iz.) $ -0- 0;""".". ,_,~,,,,,,,,,,,~":~~~''"_':'~''''''.'I''' ~, OF CALVIN G. GRIM I, CALVING, GRIM, a resident of 560 Criswell Extended, Boiling Springs, Cumberland County, Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me, ITEM 1: I direct that all my just debts, the expenses of my last illness and funeral expenses be paid as soon after my decease as the same can conveniently be done, ITEM 2: I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any 01'1 such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the :",1>" benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary, ITEM 3: To the individuals listed below, I bequeath the following: ~ e./ -.-.;.A .AJ7~ CALVIN G, GRIM 1 _..' p,';":'- " <:-:.i-:-i~:#(.!:?, >' " ~'i .7".";'" LAST WILL AN)) TEST~ OF CALVING. GRIM a, To my daughter, VICKI ENDERS, all of the proceeds that are in my account at M&T Bank; b, To MONAP. GRAHAM, all of the proceeds that are in my account at F&M Trust Co.; c. To my son, RODNEY G, GRIM, all of the proceeds that are in my accounts at Waypoint Bank and Mellon Bank; d. To my son, RODNEY G, GRIM, my Ford Pickup truck, if owned by me at the time of my death; and e. To my son and daughter, RODNEY G. GRIM and VICKI ENDERS, all of my pets owned by me at the time of my death, ITEM 4: I direct that my camper be sold and the proceeds divided, in equal shares, unto II!y children, RODNEY G. GRIM and VICKI ENDERS, ITEM 5: I direct that my remains be cremated and my ashes scattered over my marker at Susquehanna Memorial Gardens Cemetery in York, Pennsylvania, -;p' ITEM 6: I give, devise and bequeath my house and any remaining contents unto MONA P. GRAHAM, provided, however, that she survives me and is living sixty (60) days after the date of my death. d./...-<- -Y ~~- CALVING. GRIM 2 ,~."~.. "',',~.. -'~'~~,,",'''''"''~ .~..._, ;..~,~.,.."" .' . OF CALVING. GRIM ITEM 7: If and in the event that MONAP. GRAHAM, does not survive me and is not living sixty (60) days after the date of my death, then and in such event, I give, devise and bequeath my house and any remaining contents, in equal shares, unto my son and daughter, RODNEY G. GRIM, VICKI ENDERS, and the brother and sister of MONA P. GRAHAM'S, GEORGE PIPER, JENNIFER A. BROOME, provided however, that they survive me and are living sixty (60) days after the date of my death. ITEM 8: If and in the event that any of the persons identified in Item 7 do not survive me and are not living sixty (60) days after the date of my death, then and in such event, I give, devise and bequeath the interest in my estate, which such deceased person would have received, if living, to the issue of said deceased person, per stirpes. ITEM 9: I hereby nominate, constitute and appoint MONA P. GRAHAM, Executrix, of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other . surety is required of her in this or any other jurisdiction for her performance of this ....' office. If and in the event that MONA P. GRAHAM, does not survive me and is not living sixty (60) days after the date of my death, or does not complete her duties as ~ &f_- .-4' ~ CALVING. GRIM 3 ..."........._.,..~.,:,~~_" _.._.~ _ "";0,," ."",'~,.' ~.' "~"_ < 'co'> . """"~~. .. .- ',,,,._,",,,.,.,,,, '.. ...,.~...,>...~ r"''''''''.''''''',_~,_"~. ,',<'C""" . ~ ,_ .'",,'.._' ~ "_,,'~'!1""'.~.,,.~~.'.k~:;,.:,.~:..";Y":'<"'" ':,6- 0 CALVING. GRIM Executrix, then and in such event, I hereby nominate, constitute and appoint my son, RODNEY G. GRIM, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required ofhim in this or any other jurisdiction for his performance of this office. ITEM 10: If any provision of this Will or of any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective, so far as is possible and reasonable. IN WITNESS WHEREOF, I, CALVIN G. GRIM, the Testator, have to this my Last Will and Testament, typewritten on four (4) consecutively numbered pages, subscribed my name and affixed my seal this,;.,-:;;/( day ofJune, 2001. t" _ t?..........' ..d ~ (SEAL) Signed, sealed, published and declared by the above named CALVING. GRIM, as and for his Last Will and-Testament, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testator, and of each other. aJ~ Yi1J.k:..." ef residing at IIJ r;."A--Y- ~~l"X -,r.. f // IV r. .~/V JtJ~f" . . /,."" '.> /. " J?hldt/;"~1 t/-JJ! g ~A"<7.residing at 113.:;g""l"'~~ /J A~'/.?5 ;Jf>/UAA-rf r~ l'- "' 17(1(77 I 4