Loading...
HomeMy WebLinkAbout01-0981 C H C .. OFFICIAL USE ONL Y REV-1500 EX. (6-00) REV-1500 /-? /6 - -- /0 INHERITANCE TAX RETURN FILE NUMBER COMMONWEAL TH OF PENNSYLVANIA 21-2001-0981 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE YEAR HARRISBURG, PA 17128-0601 NUMBER DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D Frank.Rose 202-32-0485 E C DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE E D 07/29/2001 10/04/1910 REGISTER OF WILLS E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T .!. 1. Original Return - 2. Supplemental Return 0 3. Remainder Return ~~r~; t"of r2e~{t82) APB 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required pRL X - 6. Decedent Died Testate 7. Decedent Maintained a living Trust 0 a. Total Number of Safe Deposit Boxes EplO - - - RAC (Attach copy of Will) (Attach copy of Trust) KOTK 0 9. 010. 0 11. Election to lax under Sec. 9113(A) ES Litigation Proceeds Received Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) THIS.SECt'ON.M.lJST.~E.t:Ot..1PLETe;D;."Lt...COaa~$P()l\1P~l\1t:~.$..C:()l\1f;IPElI1'1'IAt..,.AX..'l\1f:OaMATIClN.SHCltJLD.BE.OIRECTED TO: P NAME COMPLETE MAILING ADDRESS C 0 0 James L. Hollinger, Esquire R N FIRM NAME (If Applicable) 60 E. Penn St. P.O. Box 150 R 0 , E E Smith,Aker,Grossman&Hollinger,LLP Norristown , PA 19404 S N T TELEPHONE NUMBER 610/275-8200 1. Real Estate (Schedule A) (1) None OFFICIAL USE ONl Y 2. Stocks and Bonds (Schedule B) (2) ~R~ ~ :::0 3. Closely Held Corporation, Partnership or (3) sp~ ~; .. Sole-Proprietorship 0"" : ':i C 4. Mortgages & Notes Receivable (Schedule D) (4) ~bne c.... ::=:> Cash, Bank Deposits & Miscellaneous Personal Property (5) 10,000.00 z R 5. E ~ C (Schedule E) -.J A 6. Jointly Owned Property (Schedule F) (6) 14,438.34 P 0 -u I Separate Billing Requested Lv T 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 9,529"; '74 (....j ::i. U L (Schedule G or L) W A T a. Total Gross Assets (total Lines 1-7) (8) 33,968.08 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 11,310.18 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None 11. Total Deductions (total Lines 9 & 10) (11 ) 11,310.18 12. Net Value of Estate (Line 8 minus Line 11) (12) 22,657.90 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 22,657.90 C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M P 15. Amount of Line 14 taxable at the spousal tax T U A T rate, or transfers under Sec. 9116(a)( 1.2) X .0 0 (15) 0.00 X A 22,657.90 45 (16) 1,019.61 T 16. Amount of Line 14 taxable at lineal rate X 0 I 17. Amount of Line 14 taxable at sibling rate X 12 (17) 0.00 0 N 1a. Amount of line 14 taxable at collateral rate X 15 (1a) 0,00 19. Tax Due (19) 1,019.61 20. n 1......~Bl::pli(nfll::~l::lfXq~AR~.R~qqEl:$T!I!f~Ai:al$f'.\.l~~!qlf.AN:qV~MAy~~/II;.t.:.1 G > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH < < Copyright (e) 2000 form software only The Lackner Group, Inc. FormREV-1500 EX (Rev 6-00) Decedent's Complete Address: STREET ADDRESS 4833 E. Trendle Rd., Country Meadows CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,019.61 934.52 49.19 Total Credits ( A + B + C) (2) 983 . 71 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEAS~~NS;~~!:~~~n~~tt~~~~~m:~~!:~~~:~;~:;:~~!;~~:~!I!~~!!~~ :"l~:,li! 1~:::~~:g::~~~:~:~~:~!I~~~~t~~:k~:// 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; . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 35.90 0.00 35.90 o [!] [K] o Under penalties of perjury. I declare that 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 personal representative is based on all information of which preparer has any knowledge. S~CiP~NSIBL FOR FILING RETURN Leonard Frank & Harriet A. Shane DATE ~ ~~~a~_ --~~r;{sZ~~~?-~Al_-i9~if4~?~-_~?9______---------- bj{cM~2- SIGNATURE OF PREPARER OTHE THAN REPRESENTATIVE Smi th , Aker , Grossman&Ho11 inger, LLP DATE ~mii~~~!!~!!!~~~~i~i~i~i;;i:;~i~ii;i;ii;~!~i~i~~~!:;;ii;!~i:!~;!!;!!;!;!!;!';!;!!;";!!;!'-'!;!!;';;i!;';"m!!!"!!!i!!!'!m'~!~'i!~; For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [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 twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [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%, except as noted in 72 P.S. 9116( 1.2) [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% [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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE T AA RETURN RESIDENT DECEDENT ESTATE OF Rose Frank SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER SS4f 202-32-0485 07/29/2001 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 NUMBER 1 DESCRIPTION National Penn Bank c.d. 592796208 VALUE AT DATE OF DEATH 10,000.00 TOTAL (Also enter on line 5, Recapitulation) $ 10,000.00 (If more space is needed. insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1509 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose Frank SS# 202-32-0485 SCHEDULE F JOINTL V-OWNED PROPERTY 07/29/2001 FILE NUMBER 21-2001-0981 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME A. Leonard A. Frank ADDRESS 409 Richard Knoll Haverford, PA 19041 RELATIONSHIP TO DECEDENT son B. Harriet A. Shane 18 Cliff Rd. Sunbury, PA 17801 daughter c. JOINTL Y -OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY "10 OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 B Commerce Bank c.d. 300972 3,745.27 50.00% 1 , 872 . 64 2 A National Penn Bank c.d. 3000006827 21,042.98 50.00% 10,521. 49 3 B Commerce Bank checking 513090266 4,088.41 50.00% 2,044.21 TOTAL (Also enter on line 6, Recapitulation) $ 14,438.34 T (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose Frank SS# 202-32-0485 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY 07/29/2001 FILE NUMBER 21-2001-0981 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM RELAW8~M~I~ ~~1,~~~I5~WTT~~JM~1fB~EJF ~~~~RSFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 National Penn Bank c.d. 1102781005 itf Harriet Shane 9,529.74 100.00% 9,529.74 TOTAL (Also enter on line 7. Recapitulation) S 9,529.74 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1S11 EX + (1-97) ~ COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Rose Frank SSif 202-32-0485 07/29/2001 FILE NUMBER 21-2001-0981 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. DESCRIPTION AMOUNT 1 2 3 4 5 6 FUNERAL EXPENSES: Levine & Sons Memorial Chapel Roosevelt Memorial Park Ruby's - food Super Fresh - food Hymie's - food Memorial plaque 8,788.00 725.00 89.16 45.76 402.26 300.00 ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees Smi th , Aker . Gros sman&Ho11 inger, LLP 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 950.00 S. Accountant's Fees 4. Probate Fees 6. Tax Return Preparer's Fees 7. A. Other Administrative Costs Register of Wills - file inheritance tax return 10.00 TOTAL (Also enter on line 9, Recapitulation) $ 11,310.18 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1S11 EX (Rev. 1-97) ... .REV-1513 EX + (9-00) SCHEDULE J BENEFICIAR IES COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rose Frank SSff 202 - 32 - 0485 07/29/2001 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outrIght spousal distributions, and transfers under Sec. 9116(a)(1.2)} Leonard A. Frank, 409 Richard Knoll, Haverford, PA 19041 Harriet Shane, 18 Cliff Rd., Sunbury, PA 17801 1 2 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) son daughter FILE NUMBER AMOUNT OR SHARE OF ESTATE 1/2; jt. asset 1/2; jt. asset; itf acct. ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1S13 EX (Rev. 9-00) /7-/6' -/Ll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG 1 PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RCI_;; Rei DATE ESTATE OF DATE OF DEATH FILE NUMBER P 2 : ll:oUNTY ACN 03-11-2002 FRANK 07-29-2001 21 01-0981 CUMBERLAND 101 .02 ~lAR 18 JAMES L HOLLINGER ESQ SMITH ETAL PO BOX 150 NORRISTOWN *' REY-15U EX IFP UI-02) ROSS Allount Rellitted C:E'1i PA 194f41111f&~ic; MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4-j-ix--AFP--fo1-':ozi--NOTici--OF-i-NHiiiifAifci-Y-AX-AppijrisiifENy-,--ALi-oWANCi-iri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FRANK ROSS FILE NO. 21 01-0981 ACN 101 DATE 03-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 101000.00 141438.34 9.529.74 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 11,310.18 .00 (11) (12) (13) (14) NOTE: .00 X 00 = 22,657.90 X 045= .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 33,968.08 11.310 18 22,657.90 .00 22,657.90 (19)= .00 1,019.61 .00 .00 1,019.61 r" I rll;n I R.......... . (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-24-2001 CDOO0448 49.19 934.52 01-15-2002 CDOO0762 .00 35.90 TOTAL TAX CREDIT 1,019.61 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JAMES L HOLLINGER ESQUIRE 60 EAST PENN STREET NORRISTOWN, PA 19404-0150 -------- fold ESTATE INFORMATION: SSN: 202-32-0485 FILE NUMBER: 21 - 2001 - 0981 DECEDENT NAME: FRANK ROSE DATE OF PAYMENT: 01/17/2002 POSTMARK DATE: 01/15/2002 COUNTY: CUMBERLAND DATE OF DEATH: 07/29/2001 NO. CD 000762 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $35.90 I I I I I I I I TOTAL AMOUNT PAID: $35.90 REMARKS: JAMES L HOLLINGER ESQUIRE CHECK# 1464 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOLLINGER JAMES L 60 EAST PENN ST NORRISTOWN, PA 19404-0150 -------- fold EST A TE INFORMATION: SSN: 202-32-0485 FILE NUMBER: 21 - 2001 - 0981 DECEDENT NAME: FRANK ROSE DA TE OF PAYMENT: 10/26/2001 POSTMARK DATE: 10/24/2001 COUNTY: CUMBERLAND DATE OF DEATH: 07/29/2001 NO. CD 000448 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $934.52 I I I I I I I I TOTAL AMOUNT PAID: $934.52 REMARKS: JAMES L HOLLINGER CHECK# 611 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS LAW OFFICES M. PAUL SMITH <1943-1998) J. BROOKE AKER RICHARD L. GROSSMAN JAMES L HOLUNGER FRANCES A. THOMSON THOMAS A. BOULDEN JOSEPH P. McDONALD SMITH, AKER, GROSSMAN & HOlliNGER, LLP 60 EAST PENN STREET P.O. BOX' 50 NORRISTOWN, PA 19404-0150 October~2001 ,,'f AREA CODE 610 275-8200 FAX 275-7720 Cumberland County Register of Wills Court House One Court House Square Carlisle, P A 17013 Re: Estate of Rose Frank Gentlemen: Enclosed is check for $934.52 payable to "Register of Wills, Agent" for inheritance tax on account for joint property held with son, Leonard Frank, and daughter, Harriet A. Shane. Please accept postmark date as date of payment in order to receive the 5 % discount. The will of Rose Frank has not been probated. She died on 7/29/01 (SSN 202-32-0485). Very truly yours, t Hollinger JLH:bb Enclosure