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HomeMy WebLinkAbout08-16-05 (2) REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT _o4~o NUMBER J- 2 W C W U W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Klinedinst, Ida E. DATE OF DEATH (MM-DD-YEAR) 05/23/2005 REV-1500 FilE NUMBER ~-'-- cJS COUNTY CODE YEAR SOCIAL SECURITY NUMBER : 205-09-4699 DATE OF BIRTH (MM-DD-YEAR) 06/16/1917 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ,.., x::!!;cn ",II'" w:5g "'",... "'...", ... -0: ~ 1. Original Retum o 4. Limited Estate 06. Decedent Died Testate (AttachoopyofW") o g. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (dale 01 dealh aft" 12.12<12) o 7. Decedent Maintained a Living Trust IAttach """ofT",~) o 10. Spousal Poverty Credit (dale oIdea"""Iw'en 12-31-91 and 1-1-95) 03. Remainder Retum ldale oIdea" prior 10 12-13-52) o 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(AliAttach SchO) .... z w c z o ... "' w '" '" o '" THIS SECTION MUST BE COMPLETED. ALL CORRESPONI;lENCl:,AND 'CONFIDENTIAL TAX INFORMATIONSHOULO BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Richard E. Klinedinst 13 Monarch Lane FIRM NAME (If Applicable) M h . b PA 17050 ec antes urg, ,. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Noles Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & 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, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) TELEPHONE NUMBER (717) 697-7047 2 o < ..J ::l !:: D- c( U W 0:: 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) (4) (5) ,..." ~ C::;) en C~ (6) C: ,..,....... ~, 44,502.52 0' (7) C) CJ"' (9) (8) 12,619.00 1,555.89 (11) (12) (13) 44,502.52 (10) 14,174.89 30,327.63 (14) 30,327.63 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 2 o ~ ~ ::l D- :ii: o U ~ 15. Amount of Line 14 taxable at the spousal tax rate. Of transfers under Sec. 9116 (a)(I.2) 16. Amount of Line 14 taxable allineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .0 (15) 30,327.63 X.o 45. (16) 1,364.74 x .12 (17) x .15 (18) (19) 1.364.74 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 Decedent's Complete Address: STREET ADDRESS 13 Monarch Lane CITY Mechanicsburg I STATE . PA I liP n 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,364.74 68.24 Total Credits ( A + B + C ) (2) 68.24 3. Interest/Penaity if appiicable D. Interest E. Penalty TotallnterestJPenalty ( 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) A. Enter the interest on the tax due. (5) (SA) 1,296.50 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 1,296.50 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 [KJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [KJ c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [KJ 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? ........................................................................................................................ 0 [KJ 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 return, induding accompanying schedules and statements, and to the besl of my knowledge and belief, it is true. correct and complete. OecIaratioo of preparer other than the personal representative is based on a" information 01 which preparer has any knowledge. SI~TU~E OF PERSON RESPONSIBLE FQR FILING RETURN ~~~~~ ADDRESS 13 A <?nc..~c SIGNAT OF PREP ,., D);E ----3f-L~( a~__ /70$"0 DATE \l;; / J / 7:Lre;,(J~- 2?'Y':tk:> 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. 39116 (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. 39116 (a) (1.1) (iill. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after Juiy 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 PS. 39116(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. 39116(1.2) [72 P.S. 39116(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. 39116(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 adop~on. REV-1508 EX> (6-98) .- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Ida E. Klinedinst FILE NUMBER In dude the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Checking Account: PNC Bank Account Num. 5003507176 952.69 2 Money Market: PNC Bank Account Num. 5003508179 253.46 3 Certificate of Deposit: Sovereign Bank Account Num. 0575135579 10,000.42 4 Certificate of Deposit: Sovereign Bank Account Num. 0575138599 5,000.39 5 Certificate of Deposit: Commerce Bank Account Num. 0000301656 5,845.19 6 Checking Account: Commerce Bank Account Num. 0536984115 14,658.64 7 Prepaid Funeral: Malpezzi Funeral Home, Mechancisburg, PA 7,791.73 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 44,502.52 ...... Commerce _flank e.vn- Bonk/Harrl.burg N.J.. 100 lkNWo A.."u. CMnp HIli. PA 17011 1188-937-0004 STAT9IleNT DATE IDA g XI.:tNEDllUlT 13. HOtuliI,~ LllNE. KECHA)lICSlWRG PA 17050 06/03/05 0000301656 At:CO<JIIIT NO, CImlID ... nMl: DE'POSIT ..* 12 NO. ONB WAY CD ACC~~I\tl. ",a0003.o1j;S6 -- --..uvrouS" STll.TEIfllN'l' 'llJ\Ll\HCE .. ......... ..... ..... .. . PLUS 13 D&:Ii'OSI'lS l\!ltl OTIl&R ~ITS ................... LESS 1 WITHDRA~ l\!ltl OTHER DEBITS ........... ..... ~ ST~ BALANC&:AS OF 06/oa/as ... ................ ...... --"':ocr' S.845.1ll 5.S.5.1lI .00 --~-------------------------------------------------------------------------------- .u TIME DEPOSI~ ~ftlANSACTIO!'lS u. l>An: D:E'CI\:tP'ftON 06/24 OJ:POSIT AT 1. nooo 07/24 l:w.rnsS'l' PAYJG:1l'f 08/24 I1<<'1'2IlES'1' PAYJG:1l'f 09/24 IMTDSST PAYHSIilT 10/2 << I1<<'1'2IlES'1' 'l'A'tlmm 11/24 IMTDSS'1' PAnam'l' 12/24 INTERBST PAYHSIilT 01/24 DI'J!I!1U!ST PAYMlm'l' 02/24 IN'l':ElUUI'r PAnam'l' 03/24 I1<<'1'2IlEST 'I'~ 04/2<< tJt'I:I:RBS'l' PAYJG:1l'f OS/24 ItfrltUST i'Anam'l' 06/01 ItfrltUST PAYHSIilT 06/01 PIIlNALTY nut!: WI'l'HDRAHAL PAYBl't J'ltDa1\AI. :to l'IUHBEi\ INft:1IE6T PAID Y:u.s>. TO l)AT&: TRl\l!ISACTJ:ON lIHOUNT 5,737.84 9.34 9.66 9.68 9.389.71 9.42 9.75 9.76 S.U 9.79 9.49 2.54 5,845.1.9- 23-2324730 50.1.6 ,,'0Te::. C!!el:: ~'\)C'Dcn= OlY"olC eI"l.1:lIIUDI'\O"I'A~'T'u...r^b...TIW'\..1 u_io-...cnl.... ~mmerce , .Bank C_.....Ba~r_gN.A 100 $enale.AVerUM CllI11pHlll Po 11011 ".ont..... 1'&11" 1 of :2 11.>A E KLIlIEDl:NS'1' 13 lIlOl!Il\RCR Ll\NE MECHANl:CSBURG PA 17050 I ftAT_ DM. I ~fi/t2Ia6. j053UU115 I\CCCUM"f ~. 2 .. CLOSltD " .ac~,NUH8p"".Q536984115 PaEV10US S~TEMEN'1' B~ AS or 05/10/05 ....." ...... ..... ....... P~VS 1 DEPOSITS AND OTHER cRtDITS ................... loBSS 2 clIE~S AND OTIf1!:R DEBITS ...................... CuaaBNT STA~ ~CB AS or 06/12/05 . .3.3..... .......... ....... NtlII!821\ OF DAXS IN THIS S'l'ATEMEN'f 1?I'.I'.:t0ll 19,342.22 1.42 19,343.64 .00 ----------------------------------------------------------------------------------- ... CHECK TRANSACTIONS ... SEIUAL DATE AllOUNT 102 05/19 4,685.00 ft1'.lAL bATE JlNCXlIr.r ----------------------------------------~---------------------------.------.------- ... CIIBCKING ACCOUNT TllANSAC'nOllS *.* DATE VESClUP'nON 06/02 mn:1\E$T PAYMENT 06/02 CLOlIIlIG WI'1'l!IlRAlIAL DJ:Iln:s 14,658.64 CREDITS 1.42 ---------------------------------------.------------------------------------------- *.* BALANCE 8Y DATE *** 05/10 19,342.22 05/1~ 14,657,22 06/02 1>.1\11:21\ nm2i\AL IV NUMB1tll IItTERBS'l' PA1D 1I:J:All '1'0 DATE .00 2~-2~24730 2.63 * ** IlIIftIIJ:ST EAJINEl) :rHI S STATBMEIt'1' PERton DArs IN PERIOD ................,........ l:NBRJ:ST Bl\P.NED ........................ AIOlI1lU. PEIICIllNTAGIiI YULe IlAP.NIiID CAPYl.... .... 22 1.<42 0.14t1 ---------------------------------------------------- _..,",....<<-,.,.:..._,..~ Q PNCBAN< QPNCBAN< Purchase Receipt Offlcfal ~eck lJ.4O lI!JI)St)R PARK (n~) 5288 SIMPSON FERRY ROAO MECHANIcssmG PA 17055 Cashbox 01 Purcha$e Receipt Off1clal ~ OociJliIefIt !(umber: t 195844 Purchase Date: J\.ne t 2005 Purchase fllOll\t: $952 .59 Payee: ESTATE OF IDA E KLINEDINST RaIIUter: RICHARD E KlINEDINST 04{) ~IINOSl.R PARK (115) S288 SlWSON FERRY RlIAD MECHANICSllURG PA 17055 castbox 01 OocIJIent NuIIHlr: 119!i1l45 Purchase Date: June 1 2005 Purchase Aaoont: $253 .46 Payee: ESTATE Of IDA E KllltEDlllST Relitter: RICHARD E KLINEDINST SOF Account IlUlber Source of Funds Check 5003508119 $253.46 SOf Accou'lt IluIIber 5003501116 Source of Funds CheCk $952.69 Systlll Ollte/T1Je '" 1 1 :32 JJlI 1 2005 illS ID 1IltSH1151 Sequence IluAlber 00099 Batch 301 Purchase Fee $0.00 Thl' 41l4'lt or )1yn1llt " "ttPtld ,,*,lItt to mlflCllU1ll1lld to tb lules 1lIlll1.",latillll' If thiS 1NJt. OIPDSIt1 DeY not 'I wanlb'. fll lolatl ultll4l1l1111. ,mlpt shClIlld lit hlld llIltll VlrWIId ulth mr stltu..l. Systell DatelT1e " 11:34 JUN 1 2005 illS ID II11SH1151 SNJence IUPr 00100 Batch 301 r Purchase Fee $0 .00 nil dlJasit 1/ PIl'lI.t is IIC8PtH SIIlllecl 10 wriflClllion 11\4 to tkl lull11lld ruvlatllllll of lhl. bR, Puttm W lilt kl evaill\l. for !lIIadlll. ultkdlllUlll, 1lecI1,1 IllooII lit held \lI'Itll "'11111' vlth ravl stllt_t. M I II ~ Clj - '.:- f I .n IjI .1 ii ir!1 ll! I J I tl ~ ..... : . ".-' Ii! i ~; ~ -<r 8~ !; 8 >- ".. .. ""'" tl"") ~ ~ ...... N c: .... " "" :ti'hg t---- .... "'''"'0 .iJo!lf:1~ ill tl'" "#'l "" .... In ... (::;i() "0 :JI1 ta;, ::=; ~ j-.;.q;-~ g I i '" t:";t ..0 ....~ / :b., Co D' ,.g -, J"" :if ......tn Il'l ~ .~ 0::> -.. '" ""~ I"') ,~ ;;; g "" D- a .,. ~ ~~!a "'..., ~"""' li') 1'-. ~- 1t~.lI .. C> ~ ~...~ .~, ""~ C t--4.(t; f fjl il JI! ill f t I REV-1511 EX+ (12-99)_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Ida E. Klinedinst FILE NUMBER Debts 01 decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Malpezzi Funeral Home, 8 Market Plaza Way, Mechanicsburg, PA (Contract Price: Includes professional services, casket, vault, cemetery expenses, clergy/organist) Church: Saint Mark's Lutheran, Mechanicsburg, PA Luncheon: L'Kosta Villa, Mechanicsburg, PA Flowers: Garden Bouquet, Mechanicsburg, PA Engraving of tombstone 8,177.00 3. 200.00 160.00 350.00 100.00 2. 4. 5. 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 Vear(s) Commission Paid: 2. Attorney Fees 3. Family Exemplion: (If decedent's address is not the same as claimant's, attach explanation) Claimant Richard E. Klinedinst Slreel Address 13 Monarch Lane 3,500.00 Clly Mechanicsburg Relationship of Claimant to Decedent Son State PAZip 17050 4. Probate Fees 132.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets 01 the same size) 12,619.00 . ~ Malpe22iFuntral Home 8 Markollt Plaza Way Mechaniesb\lrg,PA 17055 (717)697-46% June 2, 2005 Richard E. Klinedinst 13 Monarch Lane Meehaniesburg, P A 17050 The Funeral Service rat Ida 6, KlinadillSt We sineetely appreeiale tlte e6nfidence yoo have pla~ in us and will continue 10 assisl you in every way we can. PIe\I.e foel free to eontact us if you have any questions in reprd to thintatement. THl!FOLLOWINO IS AN IfllMlZlID STAT6MllNT 01' THl! 56RYICl".~. FACll.I11E.~. AUTOMOTIYE EQUIPMEN'J'. AND MERCHANDISE THAT YOU SflLECTET) WlfGN MAKING THB fUNF..RAL AIUl.ANGBMb'NTS. I. PROFESSIONAL SERVICES s.tv_ of FIWfAl Dlrel:lorlSllIlf. . . . , . . FUNERAL f10M!!; SERVICE CHARGES SELECTED MERCHANDISE: W~I'<lpl.,.CMk<l. . . . . _ ., . . . 12 Ga. ROll\>lar Steel. . . . . . . . . . . R<cister. M""""",I Cllt<l$.At:l:n. . . . . . . ... ..... THE COST 01' OUR S&RVlc&5.EQUIPME.'IT. ^-'1D MERCIIANDISE TllA T YOU HAVE SELF..C1V) . , , . . . , . . . . . . , . $6653.00 AT THE TIME FUNElW.. AlU\J\NGBMENTS WERI> MADE, WE ADY ANCED CER1'AlN PAYMBNTS TO OTHERS AS AN ACCOMMODATION. llIB FOLLOWING IS AN ACCOUNTINO FOR THOSe CfIARGBS, CASK ADVANCES OpcnincO..."". _ . , , . . . Ccmoter)' Equipment. . . _ . . N<w>pe1lC< NOlicos - ....n.1 1 Days . ~ N<>tiocs - SCllIiod 2 DQ)'$ . CIolJYIMalis otretill&, . . . . . Orpni:<l, . . . . . . . . . . Certified Copies O(~ Pearl> Certlfl<:atc . TOTAL CASH ADVANCES AI'lD SPEClAL CHARGES . CONTRACT PRICE HISTORY 1l5I.l1l200Homhoo&f>l. . . 06"'0lI2OO;.F.~Di'_llt . TOTALAMDUNTDVE. $3"'~.oo 53545.ell $196$.00 $10J$.00 $58.00 5625.00 $110.00 $266.00 $168.00 $200.00 $11'.00 $30.00 $ISU.OO 58t 77.00 $-1791.13 $.106.00 $219.27 PD (;; J;0.s-- REV-l512 EX. (12-03) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Ida E. Klinedinst FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Ambulance: West Shore EMS 113.89 2. Nursing Home (non~overed expenses): Messiah Village, Mechanicsburg, PA 1,442.00 TOTAL (Also enter on line 10, Recapitulation) $ {If more space is needed, insert additional sheets of the same size) 1,555.89 .. /a.ec",- I I P"ge 2 of 2 D"bo 6/30/05 Account 536006935 ~ Check 91, Amount $17,255.00 Date Presented 6/312005 Cheek 94, Amount $279.27 Date Present 6/1612005 :'. '. ;:,".,. '" :.':"',:.'-.'-..-:-:~'. .~..'....... 2i' ,,",' .,.-~/~ .lrl.... '.' -~ ..........-11 ". "'Port ;w 't J ~ --<- ===---:.~~.. . ""'I """"'"'"" .....::;=.=- ~".&...%.J.~ .'. -..-, ,---- ~~~., ""OOOD'u... a:oUJO~II,E,.ll; 53. 1.00'.1 Ii". .. .~~. Check 93, Amount $113.89 Date Presented 6/1612005 iL'~. .~.*...)~................,..-........,..-:.f'. /"/~.7.'.~.:., =-' . .' .' .. . r5;tr~."", . .-~~;~,~~.~':'--~,~~:""...:! Check 95, Amount $1,442.00 Date Presented 6/1712005 REV-1513 EX+ (9-00) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Richard E. Klinedinst, 13 Monarch Lane, Mechanicsburg, PA 17050 Son 0.50 2. Larry F. Klinedinst. 12642 Green Garden Way, Chester, VA 23836 Son 0.50 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, Insert additional sheets of the same size)