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Home My WebLink About06-26-06 (3) REV.1500 EX + (6-00) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) I- Z W C W U W C Baker, Jr. Edward W. DATE OF DEATH (MM-DD-Year) REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONL Y FILE NUMBER 2 -06 044 9 C'oliNhCOi5E ---vEA~ - - NUMsER- - SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 1 9 1 - 4 0 - 9 0 5 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 05/10/2006 12/15/1947 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Baker Beverl G. W I- ::s::~en () a:: ::s:: w a.. () J:oo () a::....I Q.Cll Q. <( [R] 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Atlach copy 01 Will) D 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death pnorto 12-13-82) D 5. Federal Estate Tax Return Required Q... 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W o Z o Q. en W a:: a:: o () THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Gerald J. Shekletski Es . 414 Bridge St. FIRM NAME (If Applicable) Stone LaFaver & Shekletski P.O. Box E TELEPHONE NUMBER 717-774-7435 New Cumberland PA 17070 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) OFFICIAL USE ONLY f'''-' c. -.') .~ :-, G"""" :"C'J ;:~; _-C~ - ~:) -J J Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 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) z o ~ <( ...J ::J l- ii: <( u w 0:: 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) --~) ,",J C'\ 18,401.77 "0 ~ CO) . -::n -n c_ (:'''5 . ITl );-j >1-" (6) (7) - _ _ m...._ _ ---.---0-. (8) 18,401.77 (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) (11 ) (12) (13) 18,401.77 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 18,401.77 z o ~ <( I- ::J Q. :!E o U ~ I- 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 18,401.77 X 0.00 (15) 0.00 0.00 X _(16) 0.00 0.00 X 12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < C I t Add Decedent's ample e ress: . STREET ADDRESS 1290 Newville Road .. CITY I STATE ., ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty ( 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 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 [Z] b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [Z] c. retain a reversionary interest; or ................................................... ................................................... 0 [Z] d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [Z] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [Z] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 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, 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. SIGNATURE OF SON RESPONSIBLE FgRpyNG RETURN ~~f~~ Beverly''- . B~k~r- 1290 Newvi oa Carlisle SIGNATURE OF PREPARE OrE r;, &-' I v'G., ADDRESS ADDRESS PA 17013 DATE ~/& o t3erald J. Shekl ki, Esq. 414 BridQe St., P.O. Box E, New Cumberland PA 17070 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 t, [72 P.S. 99116 (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 su The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of ass 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 c or a stepparent of the child is 0% [72 P.S. s9116(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 al '_ "'lot'\1 o 3\'013 &0 If} lul &6 tJv~j1 ) (ii)J. even if - parent, r-{P. P r) (~if"'" i(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. 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 by blood or adoption. f' L> REV-15G8 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Baker Jr. Edward W. FILE NUMBER 21 06 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. 0449 ITEM NUMBER 1. DESCRIPTION Employee wages and benefits payable through employer, PHEAA, 1200 North Seventh St., Harrisburg, PA 17102-1444 VALUE AT DATE OF DEATH 18,401.77 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 18,401.77 0"" ~ .. 0 ~ ~;1 c.t. g," .... '" ~~t~ .... n-O' '" ~ <.1Jl :P't6rt1 122 ;;00< % 'e-- ~~ c.:t.~ .. Ulrr\ ~ ~ O~ 0 r;;~~ ~ Co :t. rrl t'!1 '-0 $;0 ;;::l~>~ ru :P'~'\)j 'Z o O~ 0 @ . 00 _trl:P' ~-O U1 .....\;d~ >'?~ 0 ::.Orr\ g v-> :P' ;;0 [fl ~~-1 -J d ~ O~ ~ . Cl t-J> Cl - --n rt'l .. g ~ 0 I.,l.J ;;::l SQ - ~ ... ..... \JJ ~ ~ 0 Cl ~ 0 ~ "T'l CP Cl r'" I.,l.J ~ r en - ~ " .. ~ Cl t\I ..0 -.l ..0 -.l 0 0 ~ ~:r.~ ~ ~ :.o~""'~ l"'U ? ,~~~;..j cr'" Cl ;J ~ V> __~-t== -.J t:J ''>>~ ~ ~ ? cr'" ? -0 Ul ~ cr'" ~ ~ :P'~ n _n 0 '" .....\... '" .. ,.. =: .. ~ ,. ~ :: c.t. ;. Ji1' 0 ~ .. ;r ~ ? :>. '!). 3<l ~ ~ - '" 7tl ~ .~ r> :::> - ...... --1 l!- l!- ot- o N o U\ o -1 secur\t\I Features I"cluded. (3) DelailS 0" nac\( ..... Final Pay for Edward W. Baker Dept 2110/Fund 602/ Program AOO Description Hours Hourly Rate Amount Due GL Account Annual Leave Payout 215.99 $35.25 $7,613.65 53200 Comp Leave Payout 1.25 $35.25 $44.06 52300 Personal Leave Payout 16.00 $35.25 $564.00 53200 Sick Leave Payout 213.70 $35.25 $7,532.93 53100 Subtotal $15,754.64 Amount due from 05/19/06 paydate $1,996.49 11990 Amount due from 06/02/06 paydate $650.64 11990 Total Amount Due $18,401. 77 *** Check should be made payable to Beverly G. Baker *** 1290 Newville Road Carlisle, PA 17013 (, 1 ~EV.""EX'(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Baker Jr. Edw::lrrl W. 21 OR 044~ 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. Beverly G. Baker Spousal 18,401.77 1290 Newville Road Carlisle, PA 17013 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. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)