HomeMy WebLinkAbout11-29-06
REV.,500 EX (6-OOj
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21 06
0237
COUNTY CODE
YEAR
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
BANKERT EARL H
SOCIAL SECURITY NUMBER
176-26-0666
DATE OF DEATH (MM-DD-YEAR)
03/11/2006
DATE OF BIRTH (MM-DD-YEAR)
11/07/1934
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
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[i] 1. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of WiD)
o 9. Litigation Proceeds Received
o 3. Remainder Retum (dale of death prior 1012-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach senD)
o 2. Supplemental Retum
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (AUach copyofTmsl)
o 10. Spousal Poverty Credit (date of dealh between 12-31-91 and 1-1-95)
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NAME
SCOTT A BANKERT
FIRM NAME (If Applical>le)
COMPLETE MAILING ADDRESS
5 WEST GREEN STREET
APTC
SHIREMANSTOWN, PA 17011
TELEPHONE NUMBER
(717) 303-0103
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(1)
(2)
(3)
(4)
(5)
OFFICIALM&E ONLY
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8,068.50
(6)
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(7)
8,068.50
(9)
(10)
(8)
2,931.00
1,278.55
(11)
(12)
(13)
4,209.55
3,858.95
8. Total Gross Assets (lotal Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental 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)
(14)
3,858.95
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0_ (15)
...______.._._____~L~~?'.!!~_ x .0 1?... (16)
173.65
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
x .12 (17)
x .15
(18)
(19)
173.65
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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Decedent's Complete Address:
STREET ADDRESS
820 L1SBURN ROAD
APT 711
CITY CAMP HILL I STATE I ZIP
PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
173.65
Total Credits ( A + B + C ) (2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
TotallnterestJPenalty ( 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 differe~ce. This is the TAX DUE.
173.65
(5)
(5A)
(5B)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
173.65
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
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or.......................................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
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
No
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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 pe~ury, 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.
Declaratio of preparer other than the personal representative is based on all information of which preparer has any knowledge.
RE OF PERSO~SPO~BLE FOR FILING RETURN
RESS ...... ..Y.~jcT~.........._.~.__ ................
5 WEST GREEN STREET, APT C. SHIREMANSTOWN, PA 17011
__m._._._.___~__.__~____........._..__...._.._ ...._.. ..._m__._mn"n.__. __________..._..__....._......__._.... . ...... ............. .._............___...__........................_n......._mm......_.__
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
....... .......................--..--..!Ll'-?!l~~.
ADDRESS
DATE
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 retum 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 or for the use of the decedent's siblings is 12% [72 P.S. s9116(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-150B EX+ (6-9B)
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
EARL H BANKERT
FILE NUMBER
21-06-0237
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
SOVEREIGN BANK (SAVINGS)
2 SOVEREIGN BANK (CHECKING)
3 SALE OF PERSONAL VEHICLE
4 SALE OF PERSONAL HOUSEHOLD ITEMS
5 PRO-RATED RENT FROM MALLARD RUN APARTMENTS
6 PRO-RATED AMOUNT FROM VERI SON
7 RETURN ON SECURITY DEPOSIT FROM MALLARD RUN APARTMENTS
8 PRO-RATED AMOUNT FROM PENNSYLVANIA SCHOOL EMPLOYEE RETIREMENT SYSTEM
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
4,423.07
2,775.47
100.00
100.00
8,068.50
.
REV.1511 EX+ (12'99)*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
EARL H BANKERT
FILE NUMBER
21-06-0237
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
STONE AND MURRAY FUNERAL HOME
2,766.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative{s)
Social Security Number{s)/EIN Number of Personal Representative{s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
2.
Attomey Fees
20.00
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. DEBBIE A. BAIR
95.00
50.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,931.00
REV-1512 EX+ (12-03) .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
EARL H BANKERT
FILE NUMBER
21-06-0237
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
WEST SHORE EMS
628.41
3
DR. LAWRENCE COX, DO
ALL STATE INSURANCE (AUTO INS. APR - AUG)
GRANITWERKS MEMORIALS
131.78
2
362.32
4
120.00
5
BONNIE K MILLER
9.80
6
VERISON
25.14
7
PATHOLOGY ASSOCIATES OF CENTRAL PENNSYLVANIA
1.10
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,278.55
, .
REV-1513 EX. (9-00) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
EARL H BANKERT
NUMBER
I
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1
SCOTT A BANKERT
2
DEBBIE ABAIR
-.
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
SON
DAUGHTER
FILE NUMBER
21-06-0237
AMOUNT OR SHARE
OF ESTATE
1,842.65
1,842.65
..
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
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYl'/ANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REY-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BANKERT SCOTT A
5 WEST GREEN ST APT C
SHIREMANSTOWN, PA 17011
___~_n_ fold
ESTATE INFORMATION: SSN: 172-26-0666
FILE NUMBER: 2106-0237
DECEDENT NAME: BANKERT EARL HENRY
DA TE OF PAYMENT: 11/29/2006
POSTMARK DATE: 11/20/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/11/2006
NO. CD 007489
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $173.65
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TOTAL AMOUNT PAID:
$173.65
REMARKS:
CHECK# 117
INITIALS: CJ
RECEIVED BY:
SEAL
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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