Loading...
HomeMy WebLinkAbout03-06-06 REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 -05 068 COUNTYC'ODE ~A~ - - "N'U'MBER-- t- Z W C w U w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Kline, Ethel M. DATE OF DEATH (MM-DD-Year) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 2 03- 1 0 - 1 816 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 11/15/2005 OS/21/1910 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER LU ..... ~~(I) UO:::~ LU &U :I: D: g Ua..m a.. <( [Xl 1. Original Return D 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required !L 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION. MUST BE. COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Carl G. Wass, Es uire 3631 North Front Street FIRM NAME (If Applicable) CALDWELL & KEARNS TELEPHONE NUMBER 717 232-7661 Harrisbur PA 17110 .... Z LU C Z o a.. (I) w D: 0::: o U 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o t= <( ...J :J t- o: <( u w 0::: 76,146.57 (8) 76,146.57 9,318.22 3,472.96 (11 ) (12) (13) 12,791.18 63,355.39 47,516.00 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o I- <( t- :J Q. ~ o u >< <( t- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (14) 15,839.39 0.00 X _ (15) 0.00 0.00 X _ (16) 0.00 0.00 X .12 (17) 0.00 15,839.39 X .15 (18) 2,375.91 (19) 2,375.91 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QOESTIONS ON REVERSE SIDE AND RECHECK MATH < < REV-15G8 EX + (6-98) 'W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Kline. Ethel M. FILE NUMBER 21 05 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. 1068 ITEM NUMBER 1. DESCRIPTION Wachovia Bank N.A. - checking account #1010059090160 (Exhibit #1 ) VALUE AT DATE OF DEATH 9,447.43 2. Wachovia Bank N.A. - savings account #3014130023597 (Exhibit #1 ) 3,842.77 3. Wachovia Securities, LLC - account No. 4876-3365 (Exhibit #2) 56,715.44 4. M & T Bank - checking account #51769018 (Exhibit #3) 5,864.18 5. Highmark - refund, health insurance premium 276.75 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 76,146.57 REV-1511 EX + (12-99) ,* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Kline. Ethel M. FILE NUMBER 21 05 1068 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Neill Funeral Home, Inc. - Balance due upon otherwise pre-paid funeral expenses 549.50 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) William F. Shultz Social Security Number(s)/EIN Number of Personal Representative(s) 178-22-4845 Street Address 7697 Manor Drive City HarrisburQ State PA Zip 17112 Year(s) Commission Paid: 2006 Attorney Fees Caldwell & Kearns, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 3,807.00 B. 2. 3. 4,557.00 Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County 178.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 8. 9. The Patriot News - Legal advertising Cumberland Law Journal - Legal advertising William F. Shultz - Postage stamps 143.92 75.00 7.80 TOTAL (Also enter on line 9. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,318.22 REV-1~12 EX + (6;98) * SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kline. Ethel M. FILE NUMBER 21 05 1068 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Mobile X-Ray Imaging, Inc. - Medical service 248.00 2. Messiah Village - Nursing home expense 3,062.50 3. Alert Pharmacy Service, Inc. - Prescription expense 162.46 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,472.96 REV-151.3 EX + ("* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kline Ethel M SCHEDULE J BENEFICIARIES FILE NUMBER 21 05 1068 RELA TIONSHIP 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. William Shultz Collateral 3,167.87 7697 Manor Drive Harrisburg, PA 17112 2. Carl Smith Collateral 3,167.87 103 Pleasant View Drive Goode, VA 24556-2201 3. Margaret Neibert Collateral 9,503.65 5 Pine Hill Avenue Mechanicsburg, PA 17050 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Humane Society of Harrisburg 3,167.73 7790 Grayson Road Harrisburg, PA 17111 2. Zion Lutheran Church 3,167.73 265 N. Enola Drive Enola, PA 17025 3. Tressler Lutheran Services (Diakon Lutheran Social Ministries) 3,167.73 960 Century Drive Mechanicsburg, PA 17055 TOT AL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 47,516.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Kline, Ethel M. Decedent's Name Page 1 21 05 1068 File Number Schedule J - Beneficiaries - 2B B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 4. Bethesda Mission 611 Reilly Street Harrisburg, PA 17102 5. Lawnton Fire Company 52 S. 46th Street Harrisburg, PA 17111 6. Messiah Village Endowment Fund 100 Mount Allen Drive Mechanicsburg, PA 17055 7. Association for Retarded Citizens 102 S. 2nd Street Harrisburg, PA 17101 8. Visiting Nurses Association of Harrisburg 3315 Derry Street Harrisburg, PA 17111 6,335.47 6,335.4 7 6,335.4 7 9,503.20 9,503.20 SUBTOTAL SCHEDULE J-2B 38,012.81 . ") ,... . .' LAST WILL AND TESTAMENT OF ETHEL M. KLINE I, ETHEL M. KLINE, of Upper Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do make, publish and declare this to be my Last will I and Testament, hereby revoking all Wills and Codicils by me at any time heretofore made. ITEM I. I direct my Executrix, hereinafter named, to pay all my just debts, including funeral expenses, expenses of my last illness and costs of administration, as soon as conveniently may be done after my decease. ITEM II. This Will is subject to the disposition I have made of my furniture and personal effects by a form dated January 20 I 1997 entitled, "DISPOSITION OF PERSONAL PROPERTY AND EFFECTS" (attached hereto) I in favor of William Shultz, Carl Smith and Margaret R. Neibert. I All the rest! residue and remainder of my! estate of whatever nature and wheresoever situate, I give, devise I ITEM III. and bequeath to the following: (a) A one-twentieth (1/20th) share to the Humane Society of Harrisburg; (b) A one-twentieth (1/20th) share to William Shultz; (c) A one-twentieth (1/20th) share to Carl Smith; 11 '; (d) A one-twentieth (1/20th) share to the Zion Lutheran Church of Enola Cemetery Fund; (e) A two-twentieth (2/20th) share to Bethesda Mission; (f) A two-twentieth (2/20th) share to Lawnton Fire Company; (g) A three-twentieth (3/20th) share to the Association for Retarded Citizens, Pennsylvania; (h) A three-twentieth (3/20th) share to the Visiting Nurses Association of Harrisburg; (i) A two-twentieth (2/20th) share to the Messiah Village Endowment Fund; and (j) A three-twentieth (3/20th) share to Margaret Neibert. (k) A One/twentieth (l/20th) share to Tressler Lutheran Services. If any of the above institutions are not in existence at the time of my death, or if any of the above individuals should predecease me, I direct that the share that they would have received be divided equally among the surviving institutions and people. ITEM IV. I name Margaret R. Neibert, as Executrix of this my Last Will and Testament. If for some reason Margaret R. Neibert is unable to serve, I appoint William F. Shul tz, of Harrisburg, to b2 the Executor of this my Last Will and Testament. My Executrix and/or Executor lS relieved from the duty or II obligation of filing a bond or other security. II I' 'I I, I I I I I I' /: . r ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~/1 t1day of 9n;t , 1997. f-fiAJ 1n, kJ~ Ethel M. Kline (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Te~tatrix was of sound and disposing mind and memory. '~/-UJ. (), ~~-i/ /9 Y' G /?c:' 7J at 20113-1 I!IJ! ~~. "W"ACHOVIA Reference ID: 1450885 Wachovia Bank N .A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 December 22, 2005 CALDWELL & KEARNS ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PA 17110-1533 SUBJECT: Verification / Confrrmation of Account and Balance Information provided for: Customer: ETHEL M KLINE (SSN# 203-10-1816) Date of Death: November 15,2005 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CHECKING LEGAL TITLE: ETHEL M KLINE WILLIAM F SHULTZ - POA 1010059090160 $9,445.46 12/12/2002 $1.97 $291.84 SAVINGS 3014130023597 LEGAL TITLE: ETHEL M KLINE WILLIAM F SHULTZ - POA $3,842.53 6/1/1996 $0.24 $4.79 · Due to system limitations, we can only provide a twelve month average balance on depository accounts. Other Account Information Account Type Account Number Date of Balance Date Opened Date Closed Ledger Collected BROKERAGE 48763365 CAP, Brokerage and Self-Directed IRA accounts have been converted to Wachovia Securties. Your request has been forwarded for processing and will be mailed under separate cover. For questions regarding these accounts, please call 1-800-733-8812. EXHIBIT #1 0000 000614 II! ~~~. ........~----......- "W"ACHOVIA Reference 10: 1450885 No Safe Deposit Box found for customer. 0000 000614 * Date of death balance does not include accrued interest. * If t of.de t~c~u tin.. a :::rek:nd or a liday, date of death balance does not include any transactions that were ad (i rm t e pen . J1 y Gr ill Service er Associate Phone: (540)563-7323 Il;ag __ Wachovia Securities, LLC Retail Investment Group ~ ~4 NC1164 ~~.. 401 South Tryon Street Charlotte,NC 28288 W"ACHOVIA January 18, 2006 Caldwell & Kearns Attorneys At Law Attn: Carl G. Wass 3631 North Front Street Harrisburg, PAl 711 0 ~: Ethel~.~ine Dear Carl W ass: Thank you for contacting Wachovia Securities, LLC regarding the account( s) of Ethel M. Kline. Attached is the information regarding the date of death valuation requested. If you have any questions regarding this matter or if you need further assistance, our Estate Processing Specialists are available 8 a.m. to 6 p.m. Monday through Friday at 1-866-874-2717. Sincerely, OiJ. / eh. '-../?u::/{; J/U/i11/ Rick Shinn Estate Processing Specialist Wachovia Securities Securities and Insurance Products: Not Insured By FDIC Or Any MAY LOSE VALUE Not A Deposit Of Or Guaranteed By Federal Government A enc A Bank Or An Bank Affiliate Brokerage services offered through Wachovia Securities, LLC, a registered broker-dealer and a separate, non-bank affiliate ofWachovia Corporation. Member NYSE and SIPC. EXHIBIT #2 BKDQA.rtf 857552130 6220706 48763365 Estate Valuation Ethel M. Kline Date of Death: 11/15/2005 Valuation Date: 11/15/2005 Processing Date: 01/18/2006 Estate of: Ethel M. Kline Account: 4876-3365 Report Type: Date of Death Number of Securities: 2 File ID: 48763365 Shares or Par Security Description High/Ask Low/Bid Mean and/or Div and Int Security Adjustments Accruals Value 1) 2026.968 VAN KAMPEN TAX FREE HIGH INCM (921128302} STRATG MUN C Mutual Fund (as quoted by NASDAQ) 11/15/2005 13 .18000 Mkt 13.180000 26,715.44 30,000.00 2 ) 30000 Cash (CASH) Total Value: Total Accrual: Total: $56,715.44 S56,715.44 SO.OO Portfolio Endnotes Title: ETHEL M KLINE 7697 MANOR DRIVE HARRISBURG PA 17112-4207 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) . m M&fBank 499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 February 6, 2006 Caldwell & Kearns Attorneys At Law 3631 North Front Street Harrisburg, Pennsylvania 17110-1533 Re: Estate or Ethel M Kline Social Securitv: 203-10-1816 Date of Death: November 15. 2005 Dear Sir or Madam: Per your inquiry dated January 30, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 51769018 Ownership (Names of) Ethel M Kline * Margaret R Neibert, POA * William F Shultz, POA * Opening Date 08/28/64 Balance on Date of Death $5,864.05 Accrued Interest $ 0.13 Total $5,864.18 Interest Paid YTD $ 9.18 (Accrued interest is not included) Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Harrisburg Main Office # 717-255-2070. Sincerely, '~uy<<~ Nancy Clagett Records Management EXHIBIT #3 CALDWELL & KEARNS A PROFESSIONAL CORPORATION JAMES R. CLIPPINGER CHARLES J. DEHART. "' JAMES D. CAMPBELL. JR. JAMES L. GOLDSMITH P. DANIEL ALTLAND JEFFREY T. McGUIRE- STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY J. MICHALOWSKI DOUGLAS L. CASSEL ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS CARL G. WASS 3631 NORTH FRONT STREET HARRISBURG. PENNSYLVANIA 17110-1533 THOMAS D. CALDWELL. JR. 11928-2001l February 24,2006 -BOARD CERTIFIED CIVIL TRIAL ADVOCATE Glenda Farner Strasbaugh Register of Wills, Cumberland County Cumberland County Court House 1 Court House Square Carlisle, PA 17013 717-232-7661 FAX: 717-232-2766 thefirm@caldwellkearns.com RE: Estate of Ethel M. Kline Docket No. 2005-01068 Dear Register Of Wills Strasbaugh: Enclosed herewith for filling, you will find the original and two copies of the inheritance tax return with regard to the above - captioned estate. A check in the amount of the computed inheritance tax, in the sum of $2,375.91, is also enclosed. We respectfully request that you accept for filling the check and two copies of the enclosed inheritance tax return. bhrequest that a time stamped copy of the inheritance tax return, together with the receipt for payment of the taxes, to be returned to the undersigned in the enclosed self- addressed, stamped envelope. Thank you for your cooperation. Very truly yours, ~ Carl G. Wass CALDWELL & KEARNS CGW:ajr Enclosure 98822 "J : ','j l l I j J ~.~ \ " 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 WASS CARL G 3631 NORTH FRONT ST. HARRISBURG, PA 17110 ____n__ fold ESTATE INFORMATION: SSN: 203-10-1 81 6 FILE NUMBER: 2105-1068 DECEDENT NAME: KLINE ETHEL M DATE OF PAYMENT: 03/01/2006 POSTMARK DATE: 02/27/2006 COUNTY: CUMBERLAND DATE OF DEATH: 11/15/2005 NO. CD 006385 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,375.91 I I I I I I I I TOTAL AMOUNT PAID: $2,375.91 REMARKS: CALDWELL & KEARNS CHECK#1005 SEAL INITIALS: RSK RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS CAl.DWELL & KEARNS A PROFESSIONAL. CORPORATION JAMES R. CLIPPINGER CHARLES J. DEHART. III JAMES D. CAMPBELL, JR. JAMES L. GOLDSMITH P. DANIEL ALTLAND JEFFREY T. McGUIRE- STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN RAY J. MICHALOWSKI DOUGLAS L. CASSEL ATTORNEYS AT LAW OF COUNSEL RICHARD L. KEARNS CARL G. WASS 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 17110-1533 THOMAS D. CALDWELL. JR. 11928-20011 March 3, 2006 Glenda Farner Strasbaugh Register of Wills/Clerk of Orphans Court Cumberland County Courthouse 1 Courthouse Square Carlisle~ PA 17013 717 - 232 -7661 FAX; 717-232-2766 thefirm@caldwellkearns.com -SOARD CERTIFIED CIVIL TRIAL ADVOCATE RE: Estate of Ethel M. Kline, No. 2005-01068 Dear Ms. Strasbaugh: Your office called my office to inform that we had recently forwarded the Inheritance Tax Return and did so without having forwarded a check for the filing fee. My sincerest apologies. I am accustomed to Dauphin County which charges the filing fee for the Inheritance Tax Return at the time Letters are issued. Enclosed herewith please find our check in the sum of $15.00 representing payment of the filing fee for the Inheritance Tax Return. Enclosed also is an additional check in the sum of $4.00 in the same Estate. We respectfully request that you produce and forward to the undersigned a Short Certificate in this Estate. We previously provided you with a self-addressed, stamped mailing envelope and request that you send the Short Certificate in that envelope along with the time-stamped Inheritance Tax Return and the receipt for the payment of the inheritance tax. Thank you for your cooperation. ~ Carl G. Wass CALDWELL & KEARNS CGW:se Enc. 99087 I;. .~ ,.~..:, S J :.", - ~.,: ~/ .i '.' !II'f~~~r~;rtW'~~~~1Th~i~_J;ti~~~~~I:~~~~'~.~~'Wi' I )> )> () ;;0 ;;0 w .." > (/) 0- )> ;;0 w 0 r- CCJ -I c "T1 C ;;0 Z -I m 0 (/) ~ ~ 0 (/) r- ;;:c :u 0 m )>- .." -t Z ~ m :::r: m z r- z -< )>- r- 0 z ." r- ;;:c (J) ." (/) 0 )>() Qo ." -< 0 .. z -I~ < -t ^ m )> r- .." (/) (/) m z -t )> 0 > )> ;;:c ~ ~ m ;:0 m -t ...... -t 0 Z z Vl 0 -n ~ HASLER i 01 I ::~ ! ~ I~l (.Jo.) ~ \' !;~ ~ I ~ ,3:, 10! 2S \ (J I i I US POSTAGEI ~