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Home My WebLink About03-24-06 (2) l. -,_ :.:\' COMMONWEALTH OF " . .;..;. . , ~ P~NNSYLVANIA -~.d;'; '~'. V',". ~ DEPARTMENT OF REVENUE If~""~ t J' DEPT. 280601 ~,~ HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER C~TYC(t - ~EA~ SOCIAL SECURITY NUMBER 176-10-8371 Q~S~_ NUMSER i- Z W Q W U w Q I DECEDENTS NAME (LAST FIRST AND MIDDLE INITIAL) ~,~=: \~'~-D:~~ ! DATE OF BIRTH (MM-DD-YEAR) 01/11/2006 08/05/1916 THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WillS fI:= A:::>pUCABLE; SURViVING SPOUSFS NAJvlE (LAST FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ---::-l :,(l 1. Or'9!:"1ai Feturn I- I L:.- X ~ ~'l :-.,: ,>''''''1 c- " U C<:::.:: . .... _"""e", ,-~Ide ;,uQ..U ~ 00 ,--, . . :; ;r -' .' ! S. Decedent Died Testate :Mad1 copv of WHO ~Cll 1-- <: 0 9. litigation Proceeds Received z o l- e:! ....J :::> 1:: Cl. <t u w 0::: o 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Att;choopyofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Relurn (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required B. Total Number of Safe Deposil80xes o 11. Election to tax under See 9113(A) (Attach Sell 0) ~ z w a z o a. l/'l UJ cr:: C<:: c U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Gregory R. Reed, Esquire 3120 Parkview Lane n FIR M NAME i;( Applicabie) Harrisburg, PA 17111 3. Closely Held Corporation, Partnership or Sole-Proprietorship TELEPHONE NUMBER (717) 238-0434 o ;:.''':\d~ 1. Real Estate (Schedule A) (1 ) (2) (3) (4) (5) (6) 13,662.31 (7) o 2. Stceks and Bonds (Schedule B) Mort<;agbs & Notes Recej'!able (Schedule O) Casf,. can,. Oe;:!Osit3 & Miscellaneous Personal Property ~SChf-~;.-:U![ E:. ~~I!Y)'Nned Property (Scheduie F' i i Ser'c;rate Billing Requested :nter-'Jlvos Transfers & Miscellaneous Non-Probate Property ;Sc":eduie G or L) q Total Gruss Assets (total lines 1-7) (8) 12,811.97 13,662.31 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11 Total Deductions Itotallines 9 & 10) (11) (12) (13) 12,811.97 850.34 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) 14. Net Value Subject to Tax (line 12 minus Line 13) (14) 850.34 z o ~ I- ..... - 0. 2 o U X <:( I- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES : 5. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) x .0 _____' (15) 850.34 x .045 (16) x -12 (17) x .15 (18) (19) 38.37 16 .A,mQunt oT Une 14 taxable at lineal rate 17. A~o~nt of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate '9 Tax Due 38.37 20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < (l./' Decedent's Complete Address: STREE~DDRES~ 20 North 12th_Sl[e~t_____~_________~n____ CITY Lemoyne I STATEpA I ZIP 17043 Tax Payments and Credits: Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B Prior Payments C Discount (1 ) 38.37 Total Credits ( A + 6 + C ) (2) 3 InteresUPenalty if applicable D. Interest E Penalty Total Interest/Penalty ( 0 + E ) (3) " 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. 38.37 (5) (SA) (56) A. Enter the Interest on the tax due. B Enter the total of Line 5 + 5A. This is the BALANCE DUE. 38.37 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; .......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................ D c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..... ............................................................................................ D 3 Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D No ~ ~ ~ [KJ ~ ~ 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. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA~N ~~PMR FILING RETURN ADDRESS DATE S/.Jtf(;;C()" SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE Fer 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 PS 99116 (a) (11) (i)]. For oates 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. 99116 (a) (1.1) (ii)]. The statute does not exempt 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. C:orjates 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. 99116(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. 99116(1.2) [72 P.S. s9116(a)(l)J. 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. S9116(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 bv blood or adoption. ESTATE OF: 1. Clarence C. Gill Robert C. Gill SCHEDULE "F" JOINTL Y -OWNED PROPERTY 327 Equus Drive Camp Hill, PA 17011 JOINTL Y-OWNED PROPERTY: Item Number Date made Joint I. 2002 Description Date of Death Value Asset M & T Bank Checking Account #951245951 27,324.63 See Bank Transaction Statement attached hereto marked, Exhibit" 1" and incorporated herein by reference FILE NO. Son %of Decd's Interest 50% Date of Death Value of Interest 13,662.31 ESTATE OF: SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRA TIVE COSTS AND MISCELLANEOUS EXPENSES FILE NO. CLARENCE.C. GILL ITEM NUMBER A. B. DESCRIPTION VALUE AT DATE OF DEATH Funeral Expenses: 1. 2. 3. 4. 5. 6. 7 8. Fogelsanger-Bricker Funeral Homes Spring Hill Cemetery Green Castle Monuments Grace United Church of Christ (after funeral meal, etc.) Ray's Laminating Services (funeral announcements) Pastor George Heckard (funeral) Videotape Duplication UPS Charge (videotape distribution) Administrative Costs: 1. Attorney Fees 2. Verizon Direct Withdrawal 3. Income Tax on $2,200 Interest Total: 9,139.75 650.00 1,391.00 409.55 51.92 50.00 137.40 18.00 350.00 14.41 550.00 $12,762.03 SCHEDULE "J" BENEFICIARIES ESTATE OF: Clarence C. Gill ITEM NAME AND ADDRESS NUMBER OF BENEFICIARY RELATIONSHIP A. Taxable Bequests: 1. NO PROBATE ESTATE B. Charitable and Governmental Bequests: NONE FILE NO. AMOUNT OR SHARE OF ESTATE m 1\;fJa7-T~nk ~. <-<",:,-,.~- ~. ->,,-,,~~.~ flaM&rBank 344 South 10th Street. Lemoyne. PA 17043 717737 3322 """.7177376498 Betsy Prough Branch Sales Associate ,,., Highland Pari< Branch 344 South 1 Oth Street Lemoyne. PA 17043 717 737 3322 fAX 717 7376498 eproughemaodtbank.oom co STFD 1 THF TRANSACTION STHT FORMAT 06/01/17 1-1.13.22 96 OP EBRN MS 50852 ACTION COMPLETE COIn ACCT 951245951 SHORT NAME GILL CLAD PAGE 4 SEARCH FROM 105/11/21 THRU 106/01/10 CHECK NUMBER TRAN AMOUNT DIC BALANCE DESCRIPTION 0365 5168336140 CHECK NUMBER 0365 STSM- ACTION PROD CODE DDA CURR CODE ACTN POST EFFECTIVE TRACE 10 01/03 75.00 01/03 20.92 798710102061355 PUACH WITH CB 01/03 I-GENl06010300021638 POS ATM FEE 01/06 .50 01/00 1,905.00 D 020060060769989 HOLIDAY RETIAEME CASH TRANS 0368 50.00 0 5169384177 CHECK NUMBER 0368 01/10 51.04 75430011~60830 PURCH WITH CB 01 /10 I-GEN10601100e008709 POS ATM FEE .50 PF: 1-HELP 3-PLVL 6-INQ 7-5B 8-SF 9-ASUM 11-CUTO -STSM M&T BANK HIGHLAND PARK \ [fG(~/# JAN 1 7 Z006 EXflIBIT l'l" o 29,352.59 o , 29,331.67 01/0;~ H41577 ? 29,331.17 o ':2.. 7 , 426. 1 7 ~~7 , 376. 1 7 o 27,32,5.13 01/10 M41577 ? 27,324.63 o Gregory R. Reed Attorney At Law 3120 Parkview Lane Harrisburg, Pennsylvania 17111 Phone: (717) 238-0434 * Fax: (717) 238-8469 e-mail: lawoffice(a).eoix.net March 24, 2006 Glenda Farner Strasbaugh Register of Wills One Courthouse Square Carlisle, PA 17013-3387 Attn: Colleen Re: Estate of Clarence C. Gill File Number 2106-0256 Social Security No. 176-10-8371 Dear Colleen: Enclosed please find two sets of schedules to attached to the Inheritance Tax Return for the Estate of Clarence C. Gill. Please put the first two pages (the inheritance tax return) on the front of each set of schedules. If you have any questions, do not hesitate to call our office. Thank you for your assistance in this matter. Very truly yours, -r1/htfA( i ~~ Nancy L. Anderson Paralegal