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Home My WebLink About08-18-06 REV-,1500 EX (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~l _ a (0 OS.l8'_ COUNlY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 219-07-5366 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ CRAMER ELIZAB TH F. ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) ~ 03'1 1 7 /10:6 09/ 0 7 /1 9 1 9 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) C REGISTER OF WILLS SOCIAL SECURITY NUMBER W I- ~:$CI) OO::~ WIl.O :1:00 OO::...l II.lXl II. c( [XJ 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy 01 Will) D 9. Litigation Proceeds Received THIS SECTION MUST B1: COMPL.ETED, ALL CORRESPONDENCE AtU)CONFIDENTIAL:TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS D 2. Supplemental Return D 3. Remainder Return (date of death prior 10 12-13-82) D 4a. Future Interest Compromise (dale 01 death after 12-12-82) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy 01 Trust) _ 8. Total Numberol Safe Deposit Boxes D 10. Spousal Poverty Credit (dot. of dooth b.twoon 12.31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W Q Z o II. III ~ 8 Kathleen F. Barnes FIRM NAME (If Applicable) 317 N. Mountain Road Newville, PA 17241 TELEPHONE NUMBER (717) 776-5481 1. Real Estate (Schedule A) (1) (2) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personel Property (Schedule E) (5) z o j:: :5 ::l I- 0:: <C U W 0::: 6. J~ Owned Property (Schedule F) U Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) (6) $ 72,805.50 8. Tolal Gross Assela (total Lines 1-7) (8) $ 72,805.sb 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 4,180.00 c=; 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) $ 4,180.00 $ 68,625.50 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) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $ 68,625.50 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) z o 1= c( I- ~ II. ~ o o )( c( I- 16. Amount of Line 14 taxable at lineal rate $ 68,625.50 x.O _(15) X.O _(16) $ 3,088.15 x.12 (17) x .15 (18) (19) $ 3,088.15 17. Amount of Line 14 taxable at sibling rate 1 8. Amou nt 01 Line 14 taxable at collateral rate 19. Tax Due 20. IKJ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 3W4645 1.000 , Decedent's Complete Address: SlREET ADDRESS 317 N. Mountain Road CITY N . 11 I STATE P A I ZIP 1 7 2 4 1 eWVl e Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments (6/13/06) C. Discount (1 ) $2.750.00 145.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) TotallnteresUPenalty (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. (SA) (58) $ 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Pa able to: REGISTER OF WILLS, AGENT $ 3,088.15 $ 2,89.5.00__ $ 193.15 193.15 Yes D D D D without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 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 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. DATE g I~ a!oe:, 19063 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 SIG;TURE OF ERSON RESPO?E ~~::JN ._~ -- DATE g/c,/00 317 Road, Newville, RESENTATlVE PA 17241 N. Providence Road, P. O. Box 961, Media, PA No [i] [KJ [KJ [KJ [KJ ~ 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.!j9916 (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. !j9116 (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. 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. !j9116(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. !j9116(1.2) [72 P.S. !j9116(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. !j9116(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. 3W4646 1.000 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTL V-OWNED PROPERTY ELIZABETH F. CRAMER 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 A Kathleen F. Barnes ADDRESS RELATIONSHIP TO DECEDENT 317 N. Mountain Road Newville, PA 17241 Daughter B. c. JOINTLY-OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FIIlUWCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF "-.MBEROR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR NUMBER TENANT JOINT JOINTlY-I-ELO REAL ESTATE VALUE OF ASSET INTEREST DECEDENrSINTEREST 1. A. 11-14-05 PSECU Acct. #8502643920-2 ~*' S-OI Regular Shares $119,353 50% $ 59,676.50 S-04 Checking 4,880 50% 2,440.00 S-50 60 Mo. Certificate- 21,378 50% 10,689.00 "';;~ Account had been jointly owned with '- anis C. Beaver rom 1989 to November 2005 TOTAL (Also enter on line 6 Recapitulation) $ 72,805.50 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 INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ELIZABETH F. CRAMER FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. FUNERAL EXPENSES: PA Burial Co. $ 1,465.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) None Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees David T. Videon, Esquire 2,770.00 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 No-letters probate 15.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 3W46AG 1.000 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 4,180.00 1l7-Na.25 TillS FORM .M1:~ST BE FlLED IN DUPLICATE Commonwealth of pennSYlvanial. Cumberland County ss; KATHLEEN F. BA NES of the Estate of Elizabeth F. Cramer If the decedent oIWed U.S. Savings Bonds issued, jointly or otherwise, submit list giving full information. Ex&XJt ~'XIisn Deceased, verify (ies) that the statements contained in the follow1ng Inventory are true and cocect to the best of my (our) knowledge, information, and belief I (we) understand that false statements herein are made subject to the penalties of 18 PaC.S. Section 4904, relating to unsworn falsification to authorities. This inventory includes all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the decedent's death, and that the decedent owned no real estate outside of the Commonwealth ofPenilsylvania except that which appears in a memorandum at the end of this Inventory. / .~t~ 7- ;t{M-ru.-J INVENTORY Of all the real and personal property of Eli z a b e.t h F. C r ame r Late of of Newville Cumberland County, PA, deceased NONE - n - - r - - - .. .' .- --- j , - *~._- ----' v ;;.., <1J S .0 ... ~ I'Ll p::: . 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