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Home My WebLink About03-21-06 ~ REV - 1500 EX + (6-40) . REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 05 00848 NUMBER 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: AME COMPLETE MAILING ADDRESS I vo V. Otto III, Esquire COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W o w U w o I DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I AUX, GEORGE W I DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 109/16/2005 OS/27/1915 ;(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) ! I I~ D D COUNTY CODE YEAR SOCIAL SECURITY NUMBER 577-52-3897 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (dale of death prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) Ten East High Street Carlisle, P A 17013 (1 ) None l (2) 68,826.09 (3) None r'" ") (4) None (5) 8,699.00 -....,.. (6) None \"') (7) None C', (8) 77,525.09 (9) 7,042.56 (10) (11 ) 7,042.56 70,482.53 1. Original Return ~ 2. Supplemental Return D D D (12) (13) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 70,482.53 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Copyright 2000 form software only The Lackner Group, Inc. W I- :lI::::$cn oO:::lI:: wQ.U :J:~g uQ.lQ Q. c( 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received '1- Cl)z Ww 0::0 O::z 00 UQ. IRM NAME (If applicable) Martson Deardorff Williams & Otto x .00 (15) ELEPHONE NUMBER 717/243-3341 1 . Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o 5 :J I- 0: c( U w 0:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D 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) 70,482.53 x .045 (16) 3,171.71 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) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) z o ~ ~ Q. :IE o U ~ I- 116. Amount of Line 14 taxable at lineal rate 11 7 . Amount of Line 14 taxable at sibling rate I 18. Amount of Line 14 taxable at collateral rate I I 19. Tax Due I i 120. D x .12 (17) x .15 (18) (19) 3,171.71 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. >> BE SURE TO ANSWER ALL QUeSTIONS ON REVERSE SIDE AND RECHECK MATH << Form REV-1500 EX (Rev. 6-00) {[# Decedent's Complete Address: STREET ADDRESS 442 Walnut Bottom Road CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 3,171.71 Total Credits (A + 8 + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (0 + E) 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 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of line 5 + 5A. This is the BALANCE DUE. (3) 0.00 (4) (5) 3,171.71 (5A) (58) 3,171.71 Make Check Payable to: REGISTER OF WILLS, AGENT 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?........... ....... ......... ................. ......... ....... .............. .... ...................... ........ .......... 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;.................................................................................. ~ ~ ~~ ~:~::~ ~h~e~~~:i~on~~:~~e~=s~:~. .~.~~~~. ~~~. ~~~. :.~~.~.~.~~ .~~~~~~~~~~~. ~.~ .i.t.~. ~ ~~~~~ ~ ~ ~ ~ ~ ~.' ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~.' ~ ~ ~.' ~ ~ ~ ~.' ~.' ~ ~ ~ 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?...................................................................................................................... D D D D D D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE 3514 Wood Pile Court Alexandria, VA 22310 DATE ADDRESS THER THAN REPRESENTATIVE ADDRESS DATE Ten East High Street Carlisle, P A 17013 3/2tJ~ 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 exemot 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. . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF AUX, GEORGE W I FILE NUMBER 21 - 05 - 00848 All property jointly-owned with right of survivorship must be disclosed on Schedule F. I ITEM I DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 425 Muniyield Insd Fd Ine (62630EI07) 15.315 6,508.88 2 341 Nuveen PA Prem Inc Mun Fd 2 (67061FI0l) 15.33 5,227.53 3 57089.68 Smith Barney Municipal Money Market Fd A 1.00 57,089.68 TOTAL (Also enter on line 2, Recapitulation) 68,826.09 '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF AUX, GEORGE W II FILE NUMBER 21 - 05 - 00848 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 U.S. Treasury, 2005 income tax refund DESCRIPTION VALUE AT DATE OF DEATH 8,582.00 2 P A Dept. of Revenue, 2005 income tax refund 11 7.00 TOTAL (Also enter on Line 5, Recapitulation) 8,699.00 . SCHEDULE H RJNERAL EXPENSES & ADMINISlRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF AUX, GEORGE W I FILE NUMBER 21 - 05 - 00848 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State _ Zip 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Additional probate fee 50.00 5. Accountant's Fees 6. Tax Return Preparer's Fees John Klingler & Associates, 2005 individual income tax returns 875.00 7. I Other Administrative Costs 1 Register of Wills, filing fee 15.00 2 Smith Barney Investment and Management fees pending disposition ($6,599.46 - $500.00 reserved on Original Return, Sch. H, 7, Item 7) 6,099.46 Total of Continuation Schedule(s) 3.10 TOTAL (Also enter on line 9, Recapitulation) 7,042.56 .. *' SchedUe H Funeral Expenses & Adninistralive Costs continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF AUX, GEORGE W I FILE NUMBER 21 - 05 - 00848 3 Stock valuation report 3.10 Page 2 of Schedule H ~ REV.1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF AUX, GEORGE W I FILE NUMBER 21 - 05 - 00848 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE 1"\- "._. I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 George W. Aux, Jr. Son One-third estate residue I 2 James R. Aux Son One-third estate residue 3 George W. Aux, Jr. and M&T Bank, Trustees tho Judith A. Clarkson and Daughter One-third estate issue residue 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 I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 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 AUX GEORGE W JR 3514 WOOD PILE COURT ALEXANDRIA, VA 22310 -------- fold ESTATE INFORMATION: SSN: 577-52-3897 FILE NUMBER: 2105-0848 DECEDENT NAME: AUX GEORGE W SR DATE OF PAYMENT: 03/21/2006 POSTMARK DATE: 03/21/2006 COUNTY: CUMBERLAND DATE OF DEATH: 09/16/2005 NO. CD 006454 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,171.71 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 99 SEAL INITIALS: MW RECEIVED BY: REGISTER OF WILLS $3,171.71 GLENDA FARNER STRASBAUGH REGISTER OF WILLS