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Home My WebLink About09-07-06 r ..~.__~.~___m", '" ',',: ,',' ,~;..,.' ! , .. ,..." ':'~ ! ' i I -T ~-~-T--~ . ..- Ai!- /~ ~ I .... 0 .= . . ~- ~~ (").....nn ~8~~ l"'" 0 ~~~~ - ~ tp ~~g~ (') ~ tp ~ ... 0 en Z ~ ['1] C:::tzJo o-t ~ r & '"tIen l'1I ~ l"'" >tzJ n ~ 0 !O -I :;0 ~ en c: "tl 0 -.0 Z ~ :Ill ~ .....c::: 1-3 ~ 0 " ~= < "Il fJl Cl "'IJ ~ ~ - (=i l'1I t""'l I J:Zj l}l W 4) tJl t""'l ~ -I W H :Ill ~ 00 tI.l 1'll ..... ~ :; l'1I " tzj -I :t I ~ ~ ~ ) 01 t'11 L , 0 0 (fJ N t-zj (fJ .-. :a::: ." ~" H t-4 t-4 _III en .. (I) .. n - m ,to.. iI'oll...a If- (I) 'Ol;NOO CO 00 I~ * (I) .e... 0 ~ '. * 3: hi' 0 Ut.Ntto o -' ~/>' 1" ~ :"Ii~ , m C..,a l -- ~ or - :" en -01 >mco '~ ~;~~I "'0'1() (JII 0. u4 REV-1500 EX + (6-00) *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I REV-iS00 INHERITANCE TAX RETURN RESIDENT DECEDENT ~~----- I- Z W C w u w C 1 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAl) I Miller, Laura B. DATE OF DEATH (MM-DD-YEAR) l DATE OF BIRTH (MM-DD-YEAR) 05.24.2006 09-06-1918 i (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I OFFICIAL USE ONLY I I FILE NUMBER II 06 COUNTY CODE YEAR SOCIAL SECURITY NUMBER NUMBER 161-32-3086 l!:! x:C(Ul uii!X: wll.U :a: 0 0 uD::..J II.lD II. c:( x I 1. Original Return i 4. Limited Estate I l 2. Supplemental Retum THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER i D 3. Remainder Return (date of death prior to 12-13-82) LJ o Ii 6. Decedent Died Testate (Attach '----' copy of Will) 9. Litigation Proceeds Received D 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) D-- 10 Spousal Povertv Credit (date of death between . 12-31.91 and 1-1-95) 8. Total Number of Safe Deposit Boxes 5. Federal Estate Tax Return Required D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W Q Z o II. Ul W D:: D:: o U NAME Brian S. Black i : FIRM NAME (If applicable) , Gibbel, Kraybill & Hess TELEPHONE NUMBER (717) 626-0291 COMPLETE MAILING ADDRESS P.O. Box 16 Lititz, PA 17543 (1 ) None (2) None (3) None (4) None -0 :s (5) None ;S; (6) 24,303.33 s:- O (7) None (8) 24,303.33 (9) 1,865.40 = 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o i= :5 ::l l- ii: < u w lll:: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. J()intly Owned Property (Schedule F) __' Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) I_J Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (11 ) 1,865.40 22,437.93 0.00 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) (12) 13. Charitable and Governmental Bequests/See 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) (13) (14) 22,437.93 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 20. D 0.00 1,009.71 0.00 0.00 1,009.71 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) or transfers under Sec. 9116(a)(1.2) z 0 (16) i= 16. Amount of Line 14 taxable at lineal rate 22,437.93 x .045 ~ ::l Q. i 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :E 0 u 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) ~ x 19. Tax Due (19) Copyright 2002 form software only The Lackner Group, Inc. Form REV.1500 EX (Rev. 6-00; Decedent's Complete Address: STREET ADDRESS 121 Walnut Bottom Road I STATE PA I ZIP 17257 CITY Shippensburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 1,009.71 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 1,009.71 1,009.71 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 property transferred;.................................................................................. B ~ b. retain the right to designate who shall use the property transferred or its income;.................................... ~ c. retain a reversionary interest; or.................................................................................................................. R ~ d. receive the promise for life of either payments, benefits or care?.............................................................. L--.J ~ 2. If death occurred after December 12, 1982, did decedent transfer property 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?......... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ...__ contains a beneficiary designation?...................................................................................................................... LJ ~ 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, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparE!r.Clther than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS c/o Brian S Black ebra K. Miller P.O. Box 16 ')< . Lititz, PA 17543 [!J ~ DATE ~/~(/o(. ADDRESS DATE ADDRESS 'i ~ ~~ DA P.O. Box 16 Lititz, PA 17543 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. ~9116 (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. ~9116 (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. ~9116 (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. ~9116 1.2)[72P.S.~9116(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. ~9116 (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. ....,... EX+ ,...., '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Miller, Laura B. FILE NUMBER 21-06- If an asset was made joint within one year of the decedenfs date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Debra K. Miller ADDRESS RELATIONSHIP TO DECEDENT P.O. Box 376 Fannettsburg, PA 17221 Daughter B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY 0/0 OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST JOINTLY-HELD REAL ESTATE. 1 A 8/28/1987 M&T Bank Savings Account 1,108.66 50.000% 554.33 #021000000801862 2 A 7/18/1990 Tract of land with dwelling thereon 47,498.00 50.000% 23,749.00 erected at 17926 Fannetsburg Road East, Metal Township, Franklin County - as more fully described in Deed recorded in the Recorder of Deeds Office in and for Franklin County, vol. 1088, pg. 538. Value per Franklin County Assessment Office (assessed value of $5,080.00 x common level ratio of 9.35). TOTAL (Also enter on Line 6, Recapitulation) 24,303.33 (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 F (Rev. 6-98) / PI M&TBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 July 20, 2006 Law Offices Gibbel Kraybill & Hess 41 East Orange Street Lancaster, Pennsylvania 17602 Re: Estate of: Laura B Miller Social Securitv: 161-32-3086 Date of Death: Mav 24. 2006 Dear Sir or Madam: Per your inquiry dated July 14, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Savings Account Account Number 021000000801862 Ownership (Names of) Debra K Miller * Lawa B Miller * Opening Date 08128/87 Balance on Date of Death $1,108.34 $ 0.32 Accrued Interest Total -.......-..-..---..-----...------------___.._.__________.______________.~________.._..._.__ ..____._M______ $1,108.66 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 Chambersburg Main Office # 717-261-2857. Sincerely, ~ Nancy Clagett Records Management REV.1151 EX+ (12.99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Laura B. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06- ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 635.40 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 Gibbel, Kraybill & Hess 1,215.00 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 15.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 1,865.40 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev.1502 EX+ (6-98) * .eHI!DULI! H.A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Laura B. FILE NUMBER 21-06- ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Gordon's Memorials - headstone engraving 90.00 2 Plasterer's Florist and Greenhouses, Inc. - funeral flowers 360.40 3 Thomas L. Geisel Funeral Home, Inc. - funeral services (remaining balance) 185.00 Subtotal 635.40 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.87 OTHER ADMINISTRATIVE COSTS continued COMMONWEAlTH OF PENNSYI.. VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Laura B. FILE NUMBER 21-06- ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Register ot Wills, Cumberland County - tiling tee tor Inheritance Tax Return 15.00 Subtotal 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV.1513 EX+ (9"()O) w SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Miller, Laura B. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS ~nclude outright spousal (jistributions. and transfers under Sec. 9116(a)(1.2)] FILE NUMBER 21-06- ESTATE OF RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Debra K. Miller P.O. Box 376 Fannettsburg, PA 17221 Daughter 100% of residue Total 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 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)