HomeMy WebLinkAbout06-21-06 (2)
REV-1500 EX (6-00)
OFFICIAL USE ONLY
COMMONWEAL TH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L - QlL J2 )S~_
COUNlY CODE
YEAR
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
!z KURTZ ABRAM
~ DATE OF DEATH (MM-DD- YEAR) DATE OF BIRTH (MM-DD- YEAR)
~ 1/25/2006 4/25/1909
UJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
G
SOCIAL SECURITY NUMBER
146-30-2530
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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[XJ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) _ 6. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95) 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
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PATRICIA K AMELING
FIRM NAME (If Applicable)
3921 ILFORD ROAD
SILVER SPRING, MD 20906-4423
TELEPHONE NUMBER
301-933-7940
0
0
0
0
0
56,940
0
(6)
3,167
315
(11)
(12)
(13)
(14)
OFFICIAL USE!6Nl Y
{':,;:.-,
'-)
..::; .'-~
1. Real Estate (Schedule A)
(1)
(2)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Reeeivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 o Separate Billing Requested
i=
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::) (Schedule G or l)
I-
0: 6. Total Gross Assets (total Lines 1-7)
c:(
0
UJ 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
l:t::
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
r-'~~;
ceo 1
~ 1 I
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N
N
56,940
12. Net Value of Estate (Line 6 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for Yh1ich an election to tax has not been
made (Schedule J)
3,482
53,458
o
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax 0
z rate, or transfers under Sec. 9116 (a)(1.2)
0
i= 16. Amount of Line 14 taxable at lineal rate 53,458
<(
....
::) 0
a.. 17. Amount of Line 14 taxable at sibling rate
:E
0 0
0 16. Amount of Line 14 taxable at collateral rate
><
<( Tax Due
.... 19.
53,458
x .0 ~(15)
X.O 45 (16)
x .12 (17)
x.15 (18)
(19)
o
2,406
o
o
2,406
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3 W4645 1. 000
Yes
D
D
D
D
D
D
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 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 pe~ury, I declare that I have examined this return, induding 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 P RESPONSIBLE FOR FI
Decedent's Complete Address:
SlREET ADDRESS
3921 ILFORD ROAD
CIIY
SILVER SPRING
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
STATE
PA
(1)
o
o
o
Total Credits (A + 8 + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
o
o
TotallnterestlPenalty (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)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(58)
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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
ADDRESS
ZIP
17013
2,406
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SILVER SPRING, MD 20906-4423
DATE
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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%
[72P.S.g9916 (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. 9 9116 (a) (1.1) (Ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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. 9 9116(a)(l.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. S 9116(1.2) (72 P.S. S 9116(a)(l)].
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. S 9116(a)(l.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.
3W4646 1.000
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ABRAM G KURTZ
SCHEDULE F
JOINTL V-OWNED PROPERTY
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
AMELING, PATRICIA K
3921 ILFORD ROAD, SILVER SPRING,
MD 20906
Daughter
B.
c.
JOINTLY-OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUOE NA.ME OF FI~IAL INSTITUTION Af'V BMI< ACCOLNT DATE OF DEATH DECD'S VALUE OF
N...MBER OR SIMILAR IDENTIFYING MlMBER. ATTACH DEED FOR
NUMBER TENANT JOINT JQINTLY-I-El.DREAL ESTATE. VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A.
1 A 12/30/1899 ACNB SAVINGS AC 936 50.0000 468
2 A 12/30/1899 2,640.949 Shares
COLUMBIA TAX EX INS FUND -
A 22,131 50.0000 11,066
3 A 12/30/1899 1,878.107 Shares
FIRST INVESTORS INS TX EX
FUND - INCLUDING ACC DIV OF
51. SO 18,762 50.0000 9,381
Dividend accrued on
1/25/2006 52 50.0000 26
4 A 12/30/1899 5,965.428 Shares
MTB MANAGED ALLOC MOD GR -
A 60,668 50.0000 30,334
5 A 12/30/1899 4,786.8 Shares
MTB MONEY MARKET FUND 4,787 50.0000 2,393
6 A 12/30/1899 900 Shares
PUTNAM INVESTMENTS 6,543 50.0000 3,272
TOTAL (Also enter on line 6, Recaoitulationl $ 56.940
3W46AE 1.000
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INt-ERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ABRAM G KURTZ
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A.
1.
FUNERAL EXPENSES:
CREMATION SOCIETY OF PA
170
2
EBY GRANITE WORKS - ENGRAVING
100
Total from continuation schedules
1,868
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6.
Tax Return Preparer's Fees
650
7.
1
OBITUARIES
287
2
POSTGE, ETC
92
3W46AG 1.000
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
3.167
146-30-2530
Estate of: ABRAM G KURTZ
Item
No.
3
4
5
Schedule H Part 1 (Page 2)
Description
Amount
GRV GUEST MEALS
56
HANOVER GREEN CEMETERY - BASE FOR
MARKER
187
HANOVER GREEN CEMETERY -
INURNMENT, INTERMENT
1,000
6
M J JUDGE MONUMENT CO - MARKER
525
7
REV KATHRYN JOHNSTON
100
Total (Carry forward to main schedule)
1,868
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INl-ERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ABRAM G KURTZ
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
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
NUMBER
1.
DESCRIPTION
BOYER & RITTER - 2005 TAX PREP
2
CONTINUING CARE RX
3
CREDIT CARD
4
PA DEPT OF REV - FINAL INCOME TAX
VALUE AT DATE
OF DEATH
250
27
~8
20
3W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
315
REV-1513 EX+ (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ABRAM G KURTZ
NUMBER
I
J.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
PATRICIA K. AMBLING
392J. ILFORD ROAD
SILVER SPRING, MD 20906
J.OO% Residue: 53,458
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Daughter
FILE NUMBER
AMOUNT OR SHARE
OF ESTATE
53,458
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
3W46AI 1.000
TOTAL OF PART 11- 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)
$
o
~ ADAMS COUNlY
NATIONAL BANK
May 11,2006
Patricia K. AmeIing
1921 Ilford Rd
Wheaton, MD 20906-4423
Re: Savings Account #9622446
Dear Ms. Ameling:
The following information is being provided as per your request:
Acct. Type Account Account Ownership Date Joint
No. Value on
D.O.D.
Savings 9622446 $935.60 / Abram G. Kurtz or 10-22-01
Patricia Ameling
Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer
Company at 1-800-368-5948. If you need any additional information, please contact me at (717)339-5116.
Sincerely,
'fI riA M L~
Lois Kime
Deposit Services
Columbia Management
Columbia Management Services, Inc.
P.O. Box SOSl
Boston, MA 02266.S0S1
May 12, 2006
Patricia K Ameling
3921 Ilford Rd
Silver Spring MD 20906-4423
RE: Correspondence # 00357945
Account Number: 765-7650002897
Abram G Kurtz &
Patricia K Ameling JTWROS
Dear Ms. Ameling:
We recently received your inquiry concerning the value of the referenced account. The
information requested is as follows:
As of January 25, 2006:
Columbia Tax Exempt Insured Fund, Class A - 7650002897
. The Share Balance was 2640.949
. The Price Per Share was $8.38
. The Account Value was $22,131.15 ./
If we may be of further assistance, please feel free to contact a Shareholder Services
Representative at 1-800-345-6611 or visit us on the Internet at www.Columbiafunds.com.
Sincerely,
Columbia Management Services, Inc.
('olulllbia Manag'elllent is the primary asset management gTOUp, and a nonbank subsidiary of Bank of America COl1J.
;"il-;"];"}-0074\,'-\H OJ-'Wl)t.;
ADMINISTRATIVE
DATA MANAGEMENT CORP.
11111111 First Investor>
May 18, 2006
Patricia K. Ameling
3921 Hford Road
Silver Spring, MD 20906
Re: Insured Tax Exempt Fund, Account Number oEV 83118-8
Patricia K. Ameling Trust
VIA DTD 5/4/99
Insured Tax Exempt Fund, Account Number oEV 21907-7
Abram G. Kurtz
Patricia K. Ameling JTWROS ("Joint")
Dear Ms. Ameling,
We were recently notified by Blen Fisseha of Legacy Advisors, LLC that the above
referenced account (oEV 83118-8) was established under an incorrect registration.
When opened, the account was initially registered as "Patricia K. Ameling Rev Trust."
Please allow this letter to confirm the registration was corrected to "Patricia K.
Ameling Trust" on May 10, 2006.
We also received your request for the market value of account number oEV 21907-7
on January 25,2006. On January 25,2006 the market value ofthe above referenced
account was $18,813.79. This amount represents 1878.107 shares at a Net Asset
Value ("NA V") price of $9.99 per share and includes a dividend of $51.50 accrued
from January 1,2006 through January 25,2006.
We apologize for any inconvenience this may have caused. You are valued First
Investors customers and we look forward to serving your future investment needs. If
you have any questions or require additional assistance, please contact our
Shareholder Services Department at 1-800-423-4026.
Olivia Camilleri
ADM Correspondence Department
Regular Mail Address: POBox 7837, Edison, NJ 08818-7837 . Overnight Mail Address: Raritan Plaza 1, 8th Floor, Edison, NJ 08837-3620
Shareholder Services 1 (800) 423-4026 M-F 9am - 6pm EST . www.firslinvestors.com
DST\'1S10n™
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friday, J
/ MTB GROUP.
Account #: 9014765166
BIN #: 46017567
Tax ID/SSN: 146-30-2530
Registration: ABRAM G KURTZ
PATRICIA K AMELlNG
JTWROS
3921 ILFORD RD
SILVER SPRING MD
20906-4423
Mgmt Co: MTB GROUP OF FUNDS
Fund Name: MTB MANAGED ALLOCATION MODERATE
GROWfH-A
View Fund Details
Fund Code: 129
Ticker: VMMGX Total Shares: 0.0000
CUSIP: 55376T593 Account Value: $0.00
Phone #:
Not On File
Enter a price date to retrieve an account value from a previous day.
Price Date: 01/25/2006 _
Current Price Date:
Current Net Asset Value:
Current Total Shares:
Current Value:
06/01/2006
$10.2700
.0000
$0.00
Price Date:
Net Asset Value:
Total Shares:
Value:
T()p of page
Contact Us I Disclaimer
Copyright <9 2006 DST Systems, Inc. All Rights Reserved.
01/25/2006
$10.1700
5,965.4280
$60,668.40
DST \ 'lsionT"
H( )lne()ffice
l.nl"l;,I,,(I~Operations > Search Result.s :;> Account Details
Operatio n$
Account Value by Date
MTB
GROUP OF FUNDS
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2006 Tax: SUmmary
Rights of
Accumulation
Account #: 70369
Tax ID/SSN: 146-30-2530
Registration: ABRAM G KURTZ
PATRICIA K AMELlNG JT WROS
3921 ILFORD RD
SILVER SPRING MD 20906-4423
Phone #:
Not On File
Friday, j
/ MTB GROUP I
Mgmt Co: MTB GROUP OF FUNDS
Fund Name: MTB MONEY MARKET FUND - A
View Fund Details
Fund Code: 83
Ticker: VSMXX Total Shares: 0.0000
CUSIP: 55376T460 Account Value: $0.00
Enter a price date to retrieve an account value from a previous day.
Price Date: 01/25/2006 _
Current Price Date:
Current Net Asset Value:
Current Total Shares:
Current Value:
06/02/2006
$1.0000
.0000
$0.00
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ContactlJs I Disclaimer
Price Date:
Net Asset Value:
Total Shares:
Value:
Copyright @ 2006 DST Systems, Inc. All Rights Reserved.
01/25/2006
$1.0000
4,786.8000
$4,786.80
, .
PUT NAM INVESTMENTS
Putnam Investor Services
Post Office Box 41203
Providence, Rhode Island 02940-1203
www.putnaminv.com
May 11,2006
PATRICIA K AMELING
3921 ILFORD RD
SILVER SPRING MD 20906-4423
Account No.: C011146302530BBBH
Registration: Abram G Kurtz &
Patricia K Ameling JTWROS
Reference No.: 0452248258
Dear Ms. Ameling:
Thank you for your letter regarding the above-referenced account.
The following table provides the information requested as of January 25,2006:
We hope this information is helpful to you.
To assist you with future inquiries concerning this letter, please provide the reference number
shown above when calling or sending written correspondence.
Should you have any questions, please call us toll-free at 1-800-225-1581. One of our
representatives will be pleased to assist you.
Sincerely,
.I
..-.)>, J )/)k/JlIfdd.(~t-'---
~,.,
Sandra Madden
Putnam Investor Services
.
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