The URL can be used to link to this page

Home My WebLink About09-26-06 (2) REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ! OFFICIAL USE ONLY i II FILE NUMBER II 06 I COUNTY CODE YEAR I SOCIAL SECURITY NUMBER I 196-14-3172 i THIS RETURN MUST BE FILED IN DUPLICATE WITH THE i REGISTER OF WILLS I SOCIAL SECURITY NUMBER I I REV-1SOO EX + (6-00) *' ... Z W C w o w C COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 [I DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Glunt, Ruth I DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) I I I 03-21-2006 i 08-01-1922 I (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) i I I I 8. Total Number of Safe Deposit Boxes 259 NUMBER li 3. Remainder Return (date of death prior to 12-13-82) W I- ~!:II) uO:::':: wA-g %~..J uA-lII A- <( D 1. Original Return [] 4. Limited Estate C 6. Decedent Died Testate (Attach copy of wm) II 9. Litigation Proceeds Received -"";~~fft~ ~AME James D. Hughes, Esq. I FIRM NAME (If applicable) SALZMANN HUGHES PC I TELEPHONE NUMBER IX l 2. Supplemental Return nLJ 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+~5) [J 5. Federal Estate Tax Return Required I- Z W C Z o A- Il) w 0:: 0:: o U 354 Alexander Spring Road, Suite 1 Carlisle, PA 17015 717 -249-6333 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1 ) (2) (3) (4) (5) (6) (7) OFFICIAt;;!)SE ONbX . 8'8 f~ ," :.-n -L~! - t':-J L!~i None None None None None i".) 0'-\ z o i= c( ...J ;:) I- 0: c( o w a::: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly OWned Property (Schedule F) n 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) (9) 0.00 -c::J ".., ,.-".-.... .' ',,_ ..J -i'i"I " . , I , (--) iT1 778.34 None -~..../ ~ N (8) . 778.34 '10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11 ) 0.00 , 12. Net Value of Estate (Line 8 minus Line 11) (12) 778.34 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) 1" 0.00 (14) 778.34 :.Jtjll~~;: SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= c( I- ;:) Q. :E o o >< c( .... 15.Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 0.00 x .00 (15) 0.00 x .045 (16) 35.03 778.34 16.Amount of Line 14 taxable at lineal rate x .12 (17) 0.00 0.00 17.Amount of Line 14 taxable at sibling rate !18.AmountofLine14taxableatcollateralrate 0.00 x .15 (18) 0.00 i I 19. Tax Due (19) 35.03 I 120. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2002 form software only The Lackner Group. Inc. Form REV.1500 EX (Rev. 6-00; C- Decedent's Complete Address: STREET ADDRESS 1709 Walnut Bottom Road I STATE PA I ZIP 1 70 1 3 CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 35.03 Total Credits (A + B + C) (2) 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) 35.03 (5A) (58) 35.03 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;.................................................................................. 0 0 b. retain the right to designate who shall use the property transferred or its income;............:....................... 0 0 c. retain a reversionary interest; or.................................................................................................................. 0 0 d. receive the promise for life of either payments, benefits or care?.............................................................. 0 D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........................ .... ...... ................................................ .......... .... .... ...... ....... ...... D 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D 0 4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property which contains a beneficiary designation?..................................................................................................................... 0 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. Under penalties of perjury, 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. Declaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS ne E. Glunt DATE 218 W. Walnut bottom Road Carlisle, PA 17013 9';)4"- ~ SPONSIBLE FOR FILING RETURN ADDRESS DATE ADDRESS 11zJA~ 354 Alexander Spring Road, Suite 1 Carlisle, PA 17013 r date f 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 su " gspouseis3%[72P.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 exemDt 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) [72 P.S. 99116 (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. 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-1509 EX+ (6-98) '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Glunt, Ruth FILE NUMBER 21-06-259 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. Duane E. Glunt ADDRESS RELATIONSHIP TO DECEDENT 218 W Walnut Btm Rd Carlisle, PA 17013 Son B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %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 DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE. 1 A 8/18/1992 M& T Bank, checking account 1,556.67 50.000% 778.34 /35 -7s {)fO ~ &- {O ol<L - - TOTAL (Also enter on Line 6, Recapitulation) 7;JltPD I cr (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) 06/26/2006 87:54 302-934-2136 M AND T BANK RECORDS PAGE 03/03 11 M8UBank 499 Milchell Rolld, Millsboro, DE 19966 Mail Code DE.MB.12 Phone (8S8) 502-4349 Fax (302) 934-1955 April 10,2006 Salzmann Hughes Attomeys & Counselors at Law 354 Alexander Spring Road - Suite 1 Carlisle, Pennsylvania 17013 Re: Estate of: Ruth Glunt Social Securirv: 196-14-3172 Date of Death: A/arch 21. 2006 Dear Sir or Madam: Per YOUT inquiry dated April 4, 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 Checking Account Account Number J0256849 Ownership (NamfJ3 o~ Duane E GlurU, Gary A Glunt. Ruth Glunt · Opening Date 08/18/92 Total $1.)56.67 $ 0.00 . "."S-j: 55if. 67".'" --....... .....".. ...-." ..n' ,.. .".. ,... _.- ..._- .--.. -------. '_...n Balance 011 Dare of Death A ccrued Interest . ..____.......__......_ ....... ._... ....10... ...,. .111.........-.......-.. ..._... ......__ .._... _........_.... .._...... It 2. Type of A CCounJ Checking Account Account Number 98029657 Ownership (Names oj) Duane E Glunt, Gary A Glunt. Ruth Glun! · Opening Dale Balance on Dare o/Death 05/02/97 Closed07/18105 $ 0.00 Closed priono the date of death on Please be advised, there was no safe deposit box found for the above decedent. * For further account information, dosing balance information, or regarding ownership, closures andlor reimbursement offunds, etc., please tall the Spring Garden Office # 7]1-24045:15. Sincerely, ~ Nancy Clagett Records Management