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Home My WebLink About08-15-06 (2) --I 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21 06 0354 Date of Birth 173-38-5262 02/16/2006 09/05/1909 Decedent's Last Name Suffix Decedent's First Name MI BOLLING EDITH C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW '.. 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy oITrust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) _ ., OMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIREC:J:Etl TO: Daytime Telephone Number 8. Total Number of Safe Deposit Boxes 6. Decedent Died Testate (Attach Copy of Will) 9. litigation Proceeds Received (717) 787-5220 .. , 2215 FOREST HILLS DRIVE --, REGISTER OF WILLS USE ONLY First line of address c;:) Second line of address (.J.) W , , SUITE 37 City or Post Office State ZIP Code DATE FILED HARRISBURG PA 17112-1099 Correspondent's e-mail address: DRESS-- ~/rf;b 5236 DEERFIELD AVENUE, MECHANICSBURG, PA 17050-6841 GN TURE ~F PRE~~~ENTAT~ _~_ S??lJf 10 ~___ R SS / ---'f9 v 15 FOREST HILLS DRIVE, SUITE 37, HARRISBURG, PA 17112-1099 PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 -.J c --I 15056052059 REV-1500 EX Decedent's Name: EDITH C BOLLING 173-38-5262 Decedent's Social Security Number RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) . ............. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . 3. 4. Mortgages & Notes Receivable (Schedule D). , . . . . . , ............". 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested. . . , 6. 7. 8. Total Gross Assets (total Lines 1-7). . . . . 9. Funeral Expenses & Administrative Costs (~chedule H). . . . . . . . . . . . . . . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . .......10. 11. Total Deductions (total Lines 9 & 10). . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) .. .. .. .... .. .. ...... , . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Scheduie J) . . . . . . . , . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) X .0 _ 15. 16. Amount of Line 14 taxable at lineal rate X.O 45 27,649.24 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18, Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE.. . .... ,....19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 1. & I () f!.CA. lt7/ :;() ~ r NA?() 373.00 44,505.11 44,878.11 7,582.81 9,646.06 17,228.87 27,649.24 27,649.24 1,244.22 1,244.22 J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME EDITH C BOLLING STREET ADDRESS 120 S. FILBERT STREET File Number 0354 DECEDENT'S SOCIAL SECURITY NUMBER 173-38-5262 CITY MECHANICSBURG STATE PA 'j ZIP--~- 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,244.22 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) TotallnteresUPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 10 request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (58) 1,244.22 A. Enter the interest on the tax due. 1,244.22 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: Yes No a. retain the use or income of the properly transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the properly transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12. 1982, did decedent transfer properly within one year of death without receiving adequate consideration? ,............................................................................................................. 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate properly which contains a beneficiary designation? ........................................................................................................................ 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. !l9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value Df transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S, !l9116 (a) (1.1) (Ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclDsure 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 zero (0) percent [72 P.S. !l9116(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 four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. !l9116(a)(1)]. The tax rate imposed on the net value of transfers to or fDr the use Dfthe decedent's siblings is twelve (12) percent [72 P.S. !l9116(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. Bolling Schedule E jlw SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Estate of Edith Catlin Bolling File Number: 21-06-0354 [nelude the proceeds oC Utigatlon and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be dbdosed on SclaeduJe F. Item # Description Amount 1. United American Insurance - Refund $373.00 Total $373.00 Bolling Schedule F jlw SCHEDULE F JOINTLY-OWNED PROPERTY Estate of Edith Catlin Bolling File Number: 21-06-0354 Joint Tenant(s): Name/Address Relationship to Decedent A. Blair W. Bolling 3107 Lincoln Street Camp Hill, PA 17011-2815 Stepson Jointly-Owned Property: ITEM # Letter for Date Made Description Total Value Decd's% In! Dollar Value Joint Tenant Joint of Property of Asset %Int. of Deed's Int 1. A. M&T Bank $37,389.79 50% $18,694.95 #3740825582 2. B. M&T Bank $51,620.33 50% $25,810.16 #015004201634430 TOTAL $44,505.11 m M&fBank 499 Mitchell Road. Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 July 1 J, 2006 James L Walsh, Esquire Attorney At Law Northwood Office Center 2215 Forest Hills Drive, Suite 37 Harrisburg, Pennsylvania 17112-1099 Re: Estate of Edithe Bollinf!. Social Security: 173-38-5262 Date of Death: Februarv 16, 2006 Dear Sir or Madam: Per your inquiry dated July 06, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. T)!pe of Account Checking Account Account Number 3740875582 Ownership (Names of) Blair W Bolling, Edith C Bolling * Opening Date 08/04/99 Closed 04/26/06 Balance on Date of Death $37,389.79 Accrued Interest $ 0.00 Total $37,389.79 2. Type of Account Savings Account Account Number 01500420/634430 Ownership (Names of) Blair W Bolling, Edith C Bolling * Opening Date 02/17/00 Closed 04/26/06 Balance on Date of Death $51,609,62 Accrued Interest $ 10.61 Total $51.620.23 Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Trindle Road Office # 717-737- 2308. Sincerely, ~~~/ Nancy Clagett Records Management Bolling Schedule H jlw SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Estate of Edith Catlin Bolling Debts or decedent muri be reported on Sl;':hedule L File Number: 21-06-0354 A. FUNERAL EXPENSES: 1. 2. 3. 4. Auer Memorial Home & Cremation Services, Inc. Rolling Green Cemetery Company Gingrich Memorials Rev. J. Stewart Haroy $1,824.00 $ 795.00 $1,750.00 $ 200.00 B. ADMINISTRATNE COSTS: 1. Personal Representative's Commissions: Name of Personal Representative(s): Social Security Number(s) of Personal Representative(s): Address: Year(s) Commission Paid: $ 2. Attorney Fees: James L. Walsh, Esquire $2,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant: Address: Relationship of Claimant to Decedent: . 4. Probate Fee - Register of Wills of Cumberland County $ 245.00 5. Supplemental Probate Fee - Register of Wills $ 6. Advertising - Cumberland Law Journal $ 75.00 7. Advertising - The Sentinel $ 158.81 8. Postage, Copies, Notary - James L. Walsh, Esquire $ 35.00 TOTAL $7,582.81 Bolling Schedule I jlw SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Estate of Edith Catlin Bolling File Number: 21-06-0354 Item # Description AmOWlt 1. Pinnacle Health - Medical $3,136.65 2. Pinnacle Health - Medical $ 19.97 3. Pinnacle Health - Nursing Home $6,489.44 Total $9,646.06 Bolling Schedule J jlw SCHEDULE J BENEFICIARIES Estate of Edith Catlin Bolling File Number: 21-06-0354 A. Taxable Distributions No. Name / Address of Beneficiarv Relationshio Amount or Share of Estate I. F. Donald Catlin 5236 Deerfield Avenue Mechanicsburg, P A 17050-6841 Son Entire Estate, less proceeds of jointly owned accounts 2. Blair W. Bolling 3107 Lincoln Street Camp Hill, PA 17011-2815 Stepson Proceeds of jointly owned accounts B. Nontaxable Distributions No. Name / Address of Beneficiarv Amount or Share of Estate