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Home My WebLink About06-30-05 -- , . . I.~o. CC.IIMCNNE'lCYJF REV -1 500 . . ~._~~_'~ ,P_';NNS_V~VAN~ _ . -- ---- -~---- ---- ~_.- -- -.-- ---_._~ . - If..::,f!!fjG DE"AR~~;~'2~~'~~c'ILE ,INHERITANCE TAX RETURN FILE NUMBER ....b:;.">::~ ~ARRISEURG c.' '7'23.J601 I RESIDENT DECEDENT d. L- t... 5 LUL ? a. !L - ::.'i7"'.':::: ':--:~ ',~ ',:E::::, =E'::::::::E"~'S 0JA:.1E 'L~S-;- .::RS7,:',.C',ljC1X= \,-!,',L see;;:... SE':::l.:R!T'/\jU\t6E~ I- ALESICK, Elizabeth G. 217 - 1 0 -3584 Z w ].l..-E CF ::E..'.,T:-i \1',l.,::::::-YE.;PI ~ .:';.-c: CF 3:R _ ri . \1~!-JC_iE.":"R THIS RETURN .~UST BE FILED IN DUPLICATE WITH THE Cl I W March 30, 2005 i June 26, 191 9 I REGISTER OF WILLS U W "F .Ai:lP:".CA8LE,' SuRVIIj,NG SPCUSE'S \lA.i,IE ,~":"Sl. :RS"7".l..ND MIDCL::Nli:,1,:",', , SCC:AL SEC--.'P TY Nl.,~,16E~ Cl I - - w .Xl 1. Or'Qmal Return n 2 3uoolemenlal RetLrn D 3. Rerralnder Return ~a:e .;i :ea~h :nor :c : 2- . 3.~=" ~ '-.J :x:~U) :--.J J LmledEstate U 4a,::'JturelnterestCompromse jale ~. r:ea,n ar-er . 2 L"~L D 5. Feceral Estate Tax Return ReqUired u"'" w"-u ,,00 - Ceceaent D~ea Testate D 7 Decedent ~'1alntained a Living -rrust ,A~<3cr ~Q~Y Qi -:-ruSli 0 8_ Total Numcer of Safe Deoosil Boxes ua:~ , 6. At:acn ~C"Y ~t ',vill! "-<Il '--" "- - 0 C ~ 9 Litigation P'oceeds Received 10 Spousal Poverty Credit .jJIG ,)f ,;eatn !;er,'een '2-]~.11 Jno '.;-0,5 11, E!ection ~o tax under See, 9113iA) ';'It<3en 5c~ '-:' - ~ THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z w NAME COMPLETE MAILING ADDRESS Q Kathv Shu"hart Es""ire> z M. 0 "- FIRM NAME if !\I;DIICJDlel 27 South Arlene Street "' w a: P.O. Box 6315 a: TELEPHONE NUMBER 0 Harrisburg, 171 12-0315 u 717 540 851 1 PA On" ---..----. . Real Estate (Schedule A) (I) value on line 4 -JF;=iCIAL. USE CNI_''! 1 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Scnedule D) 5. Cash, Bank DepOSits & Miscellaneous Personal Property Z (Schedule E) 0 5 Jointly Owned Property (Schedule F) ~ D Separate Billing Requested ...J :::l 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property t: (Schedule G or L) a.. ~ 8 Total Gross Assets (total Lines 1-7) U Funeral Expenses & AdministrCi:lve Costs (Schedule H) W 9. 0:: 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11 Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (11) 29,737.34 (12) . 3. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14 Net Value Subject 10 Tax (Line 12 minus Lne 13) (13) 297.722.41 (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;;: I- :::::l c.. :E o u X <l: 15 Amount of Line 14 taxable at the spousal tax rate. or transfers un:..:er Sec. 9116 iai(121 '6 Amount ofUne 14 taxable at ::neal-ate 29,772.24 x 0 :'15'1 X o .!2 (15) 1,339.75 x .12 117) x '5 i'181 40,192.52 , ~ 9) 41,532.27 . .m:!Jm '7. Amount of L:re 14 taxable at s:bling rate '3 i'>..mcuntof L:r.e 1J taxaole atco:lateral ra'e 267,950.17 ? Tax Due > > BE SURM'OANSWEifAt.L QUEStiONS oN RI:VER-SESIDEAND RECHECK MATH < < Decedent's Complete Address: STRE:: T ADDRESS Messiah Village 100 Mt. Allen Drive :iTY i ST..UE . ZiP Mechanicsbura , PA 17055 Tax Payments and Credits: 1. Tax Due IPage 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 2 , 076 . 6 1 (1) 41,532.27 2,076.61 Total Credits ( A + B + C ) (2) 3. InteresVPenalty If applicable D. Interest E. Penalty TotallnleresVPenalty ( 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. 39,455.66 B. Enler the tolal of Une 5 + 5A ThIS IS Ihe BALANCE DUE. (5) (SA) (5B) A. Enter the interest on the lax due. 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: 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 ellher 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? .. ........................................................... 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? Yes ........................0 o o ...................................................................0 No [lg ~ [l{] l~ ~ ~ !xi Un';I;l[ penalties of perjury, I declare that I have examined Ihis return. Including accompanying schedules Jnd statements, and 10 I~,e best 01 my knowledge and belief, it is true.:orrect ilnd complete DeClaration 01 oreparer other than Ihe personal representahve IS based on all intormationolwhlch preparer has any knowledqe SIGNATURE OF PERSON RESPONSIBLE FO GEORGE R. McCLURE . ADDRESS ARDITH L. McCLURE DATE June 29,2005 2002 Maple Street, New Cumb SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE KATHY M. SHUGHART, ESQUIRE ADDRESS 27 S. Arlene St.. P.O. Box 7070 DATE I fi., 1 'i. Pi\ 1711?_nll'i " iW.~':'" .,-.~c~ .~.t ,. ". '":'~'~~L':':~"I_~~J~-:':,:,~'r :;:::~'.':"L~E,~::;' '.'":J Fer cates 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 P5 19116 (aj (1.1) (i)] ::'~r dates of death on or after January 1, 1995. the lax rate imposed on the net "/alue of transfers to or ~or the use of the surviving spouse is 0% [72 FS. '~9116 (a) (1.1) (ii:IJ ;-;~e statute does not exemot a transfer to a sUlViving spouse from tax. and the statutory requirements for disclcsure oi assets and filing a tax rerum are still aoplicable even if ~he surviving spouse IS the only beneficiary. ~Jr dates of death on or after Julv 1. 2000: -l€ :ax rate Imposed on the net'value of transfers from a deceased child tw-enry.one ;leafS of age or younger at death to or for the use of a natural oarent. an adoptive parent. :-::1: steoparent of trle cnild is 0% [72 P.S. ~9116(al(1.2)J. - ~x 'c'.e ir'cosec em :he net 'lalue 'Ji Jar,sfers '0 r:;r ;or 'he 'Jse::f the -::ecedems ;;r,ea' ~e'leric:af1es;s .l.~~'o, ~X:2Ct as notedr, -: ?S, ;9116(" ,21 [72 ?,S. 59116(a:,(1 ,] '2X '3te :fl'Gcse'J en the net value of ~rans:ers:e or ;or the use of the decedent's sibiings IS 12%}2 FS 99116Ia)(1.3)]. A sibling;5 derined. under Seclion 91C2. ;rsi':rdual 'Nho ras at ieast one parent in common With ihe decedent whelher by blood or adoption. (J-:l C" ~- G'3{)~()5 d. j - 0 5- ..3;). cr .fv1APn .SI\. IH.V.\501 EX+- \11.85) '* COMMONWEAlTH OF PENNSYlVANIA. INHERITANCE TAX lI:fTURN RESIDEt-tT DECEDENT SCHEDULE A REAL EST ATE FILE NUMBER ESTATE OF ESTATE OF ELIZABETH G. ALESICK (Property iointly-own..d with Right of Survivonhip must De disclosed on Schedule F) All reo I estate should be reported at fair market value which is defined as the price at which pro"'~1r1y would b. exchanged between a willing buyer and a willing seller, neither being compeUed to buy or sell, both having teasonabl. knQ~1.d9. of ,he rel.vant facts. ITEM NUMBE,~ DESCRIPTION VALUE AT DATE OF DEATH is 1998 ISee 'D I I I. 4909 Shasta Way, Mechanicsburg (also referenced on Schedule D because property subject to a Sales Agreement dated January 21, with an outstanding balance of $86,400.00) Schedule TOT At {Aho enter on line 1, ,QecapitulotionJ (If more space is neecied, ;nseri addUionol sheefs of same <;;z<> ) , S RfV-1S'o7EX+17_B81 c..~." 1'#.-. \.~ .~ SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Please Print ar Type FILE NUMBER COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ELIZABETH G. ALESICK (All property jointly-owned with the Right of Survivorship must be disclosed on Sch.dul. F.) ITEM NUMBER DESCRIPTION VALU E AT DATE OF DEATH 1. 4909 Shasta Way, Mechanicsburg Sales Agreement dated January 21, 1998 -- outstanding balance $86,400.00 TOTAL (Also enter on line 4, Recapitulotion) $ 86, 400 . 00 (If more space is needed, insert additional sheets of same size.) REV..508EX+12-87) ~.:...v H \.'l\ -;.:~ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type FILE NUMBER COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DeCEDENT ESTATE OF ELIZABETH G. ALESICK (All property iointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM I' DESCRIPTION NUMBER 1. Member's 1st Federal Credit Union #227871 checking account VALUE AT DATE OF DEATH $ 199.11 2. Member's 1st Federal Credit Union Savings 3. Member's 1st Federal Credit Union Certificate Accounts 4. Member's 1st Federal Credit Union Money Management Account 5. Financial Network Investment Corporation 29.73 83,143.14 43,279.49 112,408.28 . TOTAL (Also enter on line 5, Recopitulotion) $ 241,059.75 (Attack additional 8Vl" x 11" sheets if more space is needed.) . ""''''''',;'.n* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ELI ZABETH 17. ALESICK FILE NUMBER Oeblll of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Georfp- R Mrrlllrp ;::Jnn lJ.rn.;t-l-l T McClure Social Security Numbe~s) I EIN Number 0 ersonal eprosen tive s $15,836.00 Street Address 2002 Maple Street City Npw rl1mhoTl~nrl State P.7\~ Zip 17979 Yea~s) Commission Paid: 2. Attorney Fees Kathy M. Shughart, Esquire 2,500.00 3- Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 406.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Personal Representative costs, including toll calls, postage and death certificates 100.00 8. Adve~tising es.tate 160.00 TOTAL (Also enteron line 9, Recapitulation) $19,002.00 (If more space is needed, insert additional sheets of the same size) ~EV_1512EX:(1_97).. . '" . ~. COMMONWEALTH OF PENNSYLVANIJI, INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF ELIZABETH G. ALESICK FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. DESCRIPTION AMOUNT $ 15.95 30.98 160.00 75.00 116.60 415.12 6,156.88 446.67 1,219.00 736.14 63.00 USAA Mastercard Alert Pharmacy IRS taxes John Madera (h~i~dresser) Old towne Florist Mary Huber, taxes Messiah Village UFAS -- Cleveland (April payment returned) SSA (April payment returned) IBM (April payment returned) IBM -- health benefits Transfer tax pursuant to Sales Agreement dated January 21, 1998 1,300.00 TOTAL (Also enter on line 10, Recapitulation) $ 1 0 , 735 . 3 4 (If more space is needed, insert additionalsheels of the same size) "v""~."'n. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESID NT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ELIZABETH G. ALESICK NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) Julian Minor, Sr. 119 :hyllis Drive Newark, DE 19711-6606 1. 2. George R. and Ardith L. McClure 2002 Maple Street New Cumberland, PA 17070 3. Martha A. Clarke P.O. Box S#3456 Carmel, CA 93921 4. Harriet pickel, now known as Harriet Boatright 173 Cabbel Drive Manassas Park, VA 22111 5. Jennifer S. McClure, now known as Jennifer S. Burtner 4909 Shasta Way Mechanicsburg, PA 17055 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Nephew Friends Step-daughter Niece Friend AMOUNT OR SHARE OF ESTATE 30% 20% 10% 10% 10% See attached ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. 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) SCHEDULE J: BENEFICIARIES CONTINUED: No. Name and Address 6. Marian Williard 53 West Vine Street Shiremanstown, P A 170 II 7. Grace United Methodist Church 216 State Street Harrisburg, PAl 7111-1188 Relationship Amount or Share Friend 10% 10% 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 MCCLURE GEORGE R & MCCLURE ARDITH L 2002 MAPLE STREET NEW CUMBERLAND, PA 17070 -------- lokl EST A TE INFORMATION: SSN: 217-10-3584 FILE NUMBER: 2105-0329 DECEDENT NAME: ALESICK ELIZABETH G DATE OF PAYMENT: 06/30/2005 POSTMARK DATE: 06/30/2005 COUNTY: CUMBERLAND DATE OF DEATH: 03/30/2005 NO. CD 005510 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $39,455.66 I I I I I I , I TOTAL AMOUNT PAID: REMARKS: GEORGE R MCCLURE & ARDITH L MCCLURE CHECK# 97 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $39,455.66 GLENDA FARNER STRASBAUGH REGISTER OF WILLS