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Home My WebLink About07-13-06 REV-1500 EX + (6-00) *' w .... >:::!!;en ull:>:: wQ.u :I:OO ull:"'" Q.1Il Q. <( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I OfF]CLi,~ USE ONLY I I FILE NUMBER II 06 0225 I COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER I- Z W C W U W C KECK, CATHERINE A DATE OF DEATH (MM-DD-YEAR) DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DATE OF BIRTH (MM-DD-YEAR) 186-30-6646 02-27-2006 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) 08-13-1915 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ix!1. Original Return U 4. Limited Estate [!J 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received REGISTER OF WILLS SOCIAL SECURITY NUMBER n 2. Supplemental Return I o o o 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required il ~ 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) 8. Total Number of Safe Deposit Boxes (1 ) (2) (3) (4) (5) (6) (7) None None None None 56,241.23 None None (8) 8,066.80 148.02 [] [] 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 Hamilton C. Davis .... z w o z o Q. en w Il: Il: o U FIRM NAME (If applicable) Zull inger-Davis, PC TELEPHONE NUMBER 717-532-5713 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, PA 17257 3. 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) I : Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 0 Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) z o i= ~ ::J l- ii: <( u w Q: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) (9) 11. Total Deductions (total Lines 9 & 10) I i 12. Net Value of Estate (Line 8 minus Line 11) I 113. 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) -- - -~---- ----~-~-~-~---- , SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES , , i 15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 or transfers under Sec. 9116(a)(1.2) z o i= <( I- ::J Q" == o u x <( I- OFr-!CIAL \., ,~_c' c...:J 56,241.23 (11 ) 8,214.82 48,026.41 0.00 (12) (13) (14) 48,026.41 (15) 0.00 16. Amount of Line 14 taxable at lineal rate 48,026.41 x .045 (16) 2,161.19 17. Amount of Line 14 taxable at sibling rate 0.00 0.00 x .12 (17) 19. Tax Due 18. Amount of Line 14 taxable at collateral rate 20.0 0.00 x .15 (18) (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 2,161.19 >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Copyright 2002 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00: Decedent's Complete Address: STREET ADDRESS 801 NORTH HANOVER STREET CITY Carlisle I STATE PA I ,ZIP 17013 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?..... ....................... .... ................ .... ................. .......... .... ........... ....... ...... ...... .... ~ 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 pe ry, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. De rati of preparer other than t~~e p resentative is ~~~_~~__o.n_ ?~llnj9~?tion of which preparer has any knowledge. ERSON RESPONSIBLE F R FILING RET RN ADDRESS C PYNE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 2,063.77 108.06 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (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 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?................................................................................................................. ..... Yes 2,161.19 2,171.83 10.64 ~ ! ' , I n o o n No ~ !xl IXi ~ ~ ~ DATE 17 HOLLY COURT Shippensburg, PA /~, cR42_~- · of#- ADDRESS ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Hamilt n C. Dayis 20 East Surd Street, Suite 6 Shippensburg, PA 17257 DATE J~ 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. 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 surviving spouse is 0% [72 P .S. 99116 (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. 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. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12% [72 P.S. 99116 (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. Rev-1508 EX+ (6.98) ,.~"., . ~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KECK, CATHERINE A FILE NUMBER 21-06-0225 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 DESCRIPTION VALUE AT DATE OF DEATH 1 CHURCH OF GOD HOME REFUND 5.616.52 2 HIGHMARK REFUND 278.76 3 INTEREST - ACCURED ON ITEM 6 2.72 4 INTEREST - ACCURED ON ITEM 8 0.25 5 INTEREST - ACCURED ON ITEM 7 60.46 6 PNC BANK CERTIFICATE OF DEPOSIT - BURIAL FUND NO. 31600222681 3.185.87 7 PNC BANK SAVINGS ACCOUNT - NO. 5004637749 45.464.27 8 PNC CHECKING ACCOUNT - NO. 5004438926 1.632.38 TOTAL (Also enter on Line 5, Recapitulation) 56.241.23 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV.1151 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KECK, CATHERINE A FILE NUMBER 21-06-0225 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 5,183.80 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Hamilton C. Davis, Esquire 2,500.00 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 7. Other Administrative Costs 383.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,066.80 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KECK, CATHERINE A FILE NUMBER 21-06-0225 ITEM NUMBER DESCRIPTION AMOUNT 1 EGGER FUNERAL HOME 5.183.80 Subtotal 5.183.80 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX + (6-98) '. SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KECK, CATHERINE A FILE NUMBER 21-06-0225 ITEM NUMBER DESCRIPTION AMOUNT 1 LEGAL ADVERTISING - CUMBERLAND COUNTY LEGAL JOURNAL 75.00 2 LEGAL ADVERTISING - THE SENTINEL 208.00 3 RESERVE - for contingencies 100.00 Subtotal 383.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KECK, CATHERINE A FILE NUMBER 21-06-0225 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 CONTINUING CARE 121.74 2 REIMBURSEMENT - LAURA PYNE - REIMBURSE FOR SERS PAYMENT 21.38 3 REIMBURSEMENT - LAURA PYNE - REIMBURSE FOR TAXES 4.90 TOTAL (Also enter on Line 10, Recapitulation) 148.02 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc, Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KECK, CATHERINE A FILE NUMBER 21-06-0225 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. 1 LAURA C PYNE 17 Holly Court Shippensburg, PA 17257 Daughter 48,067.36 Total Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet 48,067.36 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 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) 1.,t-iT-\;;.J<::.-<::.\;;.J\;;.JO .1.0';)';' r-1'lI...CiHNK. o PNCBAN< May 2, 2006 Hamilton C. Davis 20 East Burd Street, Suite 6 P.O. Box. 40 Shippensburg, P A 17257 RE: Estate of Catherine A. Keck, deceased SSN: 186-30.6646 DOD: 2/2712006 Dear Mr. Davis: 41<::: (be; ..j4~e; 1-'.1::11 In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account #31600222681 CATHARINE A KECK EGGER FRANK FUNERAL HOME IRRV BURIAL FUND DOD balance: $3,185.87 + $2.72 accrued interest Chec.king Acc.ount Account #5004438926 CA THARJNE A KECK DOD balance: $7,179.51 + $.25 accrued interest Sa\'jngs Account Account #5004637749 CATHARINE A KECK DOD balance: $45,328.11 + $60.46 accrued interest Page 1 of2 Established 01117/2002 Established 03/17/2004 Established 08/27/2004 I'IH T -~.::-.::~~O .I.0';:)-=> r'Nl...bHNK 412 768 3458 P.02 Please note that this office only provides date of death balances for deposit accounts (!RAs, CDs, Checking and Savings accounts). We do Dot process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~~~ Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. PittSburgh P A 15219 Page 2 of2 Member FDIC TOTAL P.02 F. CHARLES EGGER, Supervisor ~ Yeenew:/ ~ Yho. 15 Big Spring Avenue NEWVillE, PENNSYLVANIA 17241 717-776-3414 FRANK C. EGGER, Funeral Director ___J ~. March 10,2006 Funeral bill for Catherine Keck Date of Death February 27, 2006 Professional Services $2,875.00 6 Death Certificates $6.00 a piece $36.00 York Christian Casket $2,065.00 Sentinel Obituary $70.00 Flowers $137.80 Total $5,183.80 Payment from PNC Burial Fund $3,190.75 Remaining Balance $1.993.05 LAST WILL AND TESTAMENT I, CATHARINE A. KECK, of North Newton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executrix to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to my daughter, LAURA C. PYNE, and if she is not living at the time of my death, this share is to be divided between her four daughters, share and share alike. 4. I nominate and appoint LAURA C. PYNE to be the Executrix of this my Last Will and Testament, she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint CHARLENE C. LIGHTFOOT as substitute Executrix, also to serve as such without bond, with the same powers as are given herein to my Executrix. 5. I hereby suggest that my personal representative retain the servIces of Irwin, McKnight, & Hughes as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,7 'e ~ day of December, 2002. I 1 ! 1_/ ~., c',L ,~'-, - ,Ii (SEAL) CATHARINE A. KECK Signed, sealed, published and declared by CATHARINE A. KECK, the Testatrix above-named, 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 subscribed our names as witnesses hereto. ~tJ/ai-K~ );/'1( M(I ( v '. ,.1 / .... ~1 /' ,~ . v/l/c.--[/?-t.' ,;r.:-" k~t~~L:';<4,/ /~?C.-/ ACKNOWLEDGMENT AND AFFIDA VIT WE, CATHARINE A. KECI(, MARTHA L. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, that she had signed willingly, that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of their kIlowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. \~.~..~\_~_<__l.___-L-I,. ~___ .... __f -\.: "-..... CATHARINE A. KECK VJJ~' Vii ",1 (1 ft' r/~~/ 'ART -L. NOEL l /J> ' ", ,,' /,'. f /1:!t/ I / ."-;i')dAc7)( vr 'yL' ?{jd~/7-C-- . SHARON L. SCWHALM COMMONWEAL TH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by CATHARINE A. KECK, the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L. SCHWALM, witnesses, this lOr day of December, 2002. "j7 / L/~,il '1. db- N1 tary Public / N _/ , ountl Seal c:~f:l: ~rw&. ~~ Public M, Y, 0,' _,'- ,:.. '_ ~'1Wl, lIOO County .- ..' -mn.......U1l -l"'fI!JlI Ott. J 2004 MemheF,Pef1ffl1YlInl.Aslntl!ltlMm~.. LAW OFFICES OF ZULLINGER - DAVIS PROFESSIONAL CORPORATION JOEL R ZULLINGER 14 North Main Street Suite 200 Chambersburg, P A 17201 717-264-6029 Fax: 717-264-1884 ~lJlngrlaw@earth\ ink. net Dale F. Shughart, Jr. of counsel July 12, 2006 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Catherin A. Keck Estate No. 2006-00225; PA No. 21-06-0225 Dear Sir or Madam: HAMILTON C. DAVIS 20 East Burd Street, Suite 6 P.O. Box 40 Shippensburg, P A 17257 717-532-5713 Fax: 717-530-5222 hami Itonda vis\g w!@comcast.net Please find enclosed for filing, in duplicate, the Pennsylvania Inheritance Tax Return for the above estate, together with the filing fee check in the amount of $15.00. A prepayment of inheritance tax has already been made, and no tax is now due. you. If there are any questions or concerns, please contact me at the Shippensburg office. Thank Sincerely yours, ~1!!4 (i J~- Hamilton C. Davis for Zullinger - Davis Professional Corporation HCD/njk Enclosures Reply to: Hamilton C. Davis P.O. Box 40 Shippensburg, P A 17257 Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S, Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 934 7/13/2006 KECK CATI-IERINE A 21-06-0225 ZULLINGER-DA VIS P.c. 20 EAST BURD STREET, SUITE 6 P.O. BOX 40 SHIPPENSBURG, PA 17257 AJW Qty 1 Fee Description Additional Probate Fee Total $115.00 115.00 Total: $115.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. ~ ~ ~ ~ ~~ ~ ~ -' :::;...~ ::::;... ~: .-' .-' -. -:::: ~. :::::- -3:" ~: ~. .::- -::;:;'. -:;::::. -. .-' -:::. - -. ~ ~ :::# /" -:;:.: :::;..... -;:.-: .-..,.:..., :::;.... -::- .-' ~ ~ --- .fIII//I!!IIIA <<S 5 en (/) (G ~ o ~ fJ) ~ 11I- u- .. 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