HomeMy WebLinkAbout07-29-05
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64 SOUTH PITT STREET
CARLISLE, PA 17013
(717) 245-8508
Jane Adams
ATTORNEY AT LAW
WWW.AQAMSLAW.NET
ESQADAMS@AOL.COM
FAX: (717) 243-9200
IN RE: ESTATE OF
EUGENE L. KEEFE
: REGISTER OF WILLS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: NO. 169 of 2005
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Eugune L. Keefe
Date of Death: November 20, 2004.
Will No. None - intestate.
TO THE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on:
March 29, 2005.
Name
Address
Thomas Francis Keefe
2236 Floral Hill Drive, Eugene, Oregon, 97403.
Emelia C. Keefe
114 Patricia Road, Newark, Delaware. 19713.
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
." L--L ckliA.~
e dams, Esquire
J.D. o. 79465
South Pitt St.
Carlisle, Pa. 17013
(717) 245-8508
Counsel for Personal Representative.
Date: y.S OS~
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.' COMMONWEALTH OF
c PENNSYLVANIA
. DEPARTMENT OF REVENUE
, DEPT. 280601
., . HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
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DATE OF DEATH (MM-DD-YEA~ DATE OF BIRTH IMM-DD-YEAR)
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(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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M 1. Original Return
04. limited Estate
o 6. Decedent Died Testate (Attach copy oiWill)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 48. Future Interest Compromise idaie of death after 12-12.82)
o 7. Decedent Maintained a Living Trust IAn"'" CDpv of .rusl)
o 10. Spousal Poverty Credit (dale 01 death between 12.31.91 And 1,1-95)
FILE NUMBER
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COuNTY CODE YEAR
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NUMBER
SOCIAL SECURITY NUMBER
119 - 3, ~
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale ofdea!h oriorlo 12.1.).82)
o 5. Federal Estate Tax Return Reouired
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AtlachS'h 0,
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NAME COMPLETE MAILING ADDRESS
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FIRM NAME 11I"",lica',)
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TELEPHONE NUMBER
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1. Real Estate (Schedule AI
2. Stocks and Bonds (Schedule B)
(1)
(2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule EI
6. Jointiy Owned Property (Schedule F)
o Separete Billing Requested
(6)
(5)
(7)
7 Inter-VIvos Trans/ers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mongage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(101
13. Charitable and Governmental Bequests/Sec 9113 Trusts tor which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS DN REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Lme 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (e)(I.2)
x .0 ____ (15)
16 Amount of Line 14 taxable at lineal rate
x 0 'j'::: (16)
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x 15 (18)
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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(11)
(12)
(13)
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(14)
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(19)
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Decedent's Complete Address:
STREET ADDRESS t) ~,)n Ox+;,,/,J. [),
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CITY 1"" . I STATE PA ZIP /losS .L/L{J,i
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Tax Payments and Credits:
1 Tax Due (Page 1 Line 19) (11
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
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Total Credits (A + B + C ) (2)
o
3. InterestJPenalty if applicable
D. Interest
E. Penalty
TotallnterestJPenalty ( D + E ) (3)
4 If Line 2 is greater than Lme 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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(SA)
(5B)
A. Enter the interest on the tax 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: Yes No
a. retain the use or income of the property transferred;............................................... ......................................... 0 C3J
b. retain the right to designate who shall use the property transferred or its income; ..... .................................... 0 IRI
c. retain a reversionary interest; or....................... ...................................................................... ........................... 0 12'1
d. receive the promise for life of either payments, benefits or care? ............................................................ 0 0
2. If death occurred after December 12,1982, did decedent transfer properly within one year of death
without receiving adequate consideration? .............................................................................................................. Ogj
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 IKl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 IS:l
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete
Dedaration of preparer other than the personal representative is based on all infonnation of which preparer has any knolNledge.
-'ATE It
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\;INATURt9.:.F~ERSON RESPONSI~..L FOR FILING RETU.RN
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ADDRESS I
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SIGNATURr/ ER THAN REPRESENTATIVE .
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ADDRESS
DATE
For dates of death on or after Juiy 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 Januarv 1 1995 the tax rate imposed on the net value of transfers to or for the '''" nf tho o,,",h,'"" ...".-
The statute does not exempt a transfer t~ a sU~ivlOg spouse from tax. and the statutory requirements
the surviving spouse is the only benefiCiary. \)..) C
For dates of death on or after July 1, 2000: 'V c'\
The tax rate imposed on the nel value of transfers from a deceased child twenty-one years of age or yo
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 beneflclanes is
L\S 00
d- S v'0
d-D . (5:)
~, P,S. ~9116 (a) (1.1, (ii)).
are still applicable even if
lrent, an adoptive parent.
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Tne tax rate imoosed on tne net value of transfers to or for the use of the decedents siblinas is 12%
individual who has at least one parent in common with the oecedent whether DY blood or adootion
3,~
~ PS s9116(a)(1)]
lder Section 9102. as an
,
REV-150S EX+ 16-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISe.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
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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
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
I.
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1000. DO
TOTAL (Also enter on line 5, Recapitulation) $
(It more space IS needed. Insert additional sheets of the same size)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
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r\cr-fe
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
A I ". I 4 'V, d. ( ew' F.....''''''-/'(/'LCi' i !
'Ot-"'fl'f" (-'-0 va<' e ~7 gC)S.
00
B 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. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _Zip
Relationship of Ciaimantto Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Retum Preparer's Fees R . . U { , E',l.) PA
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7.
TOTAL (Also enter on line 9, Recapitulation) $ -, C) ';C- 0.:-'
Debts of decedent must be reported on Schedule I.
_1
(It more space is needed, insert additional sheets of the same size)