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Home My WebLink About12-14-06 ..' -...I 15056041147 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 2 1 0 6 RESIDENT DECEDENT File Number 00862 571935812 08282006 Date of Birth 10081981 Decedent's Last Name ALANIZ Suffix Decedent's First Name SANDRA MI L (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 0 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) D 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required (date of death after 12-12-82) [!] 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Re(:eived 0 10 Spousal pove\% Credit {date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31- 1 and -1-95) (Attach Sch. 0) ~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number EDMUND G. MYERS 7177614540 301 MARKET STREET l"'-.) o g :IJ rn REGISTEI(~==o ILLS U.wNL.,reS 8 '1 ~ 0 c-> (7 :-:0 :1~1 :......,.0 -."?om - rTl ._;: 2;3 22'" CJ . . ,- ........ ..-----.. '.".:J CJ 0 -0 ~ ;;-::~:?-n:x ~ .' ::D N ,_ fIt =E -1 W G' C;~ DATE FILED ...... Firm Name (If Applicable) JOHNSON DUFFIE First line of address Second line of address City or Post Office LEMOYNE State PA ZIP Code 17043 Correspondent's e-mail address: 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, and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ' SIGNATURE PERSON RESPONSIBLE OR FILING RETURN DATE Sandra L Merlini 6 Box Elder Court, Enola, PA 17025 SURE OF PREPARER OTHER THAN REPRESENTATIVE Johnson Duffie Stewart & Weidner DATE IL/{Jlo~ 301 MARKET STREET, LEMOYNE, PA 17043 Side 1 L 15056041147 15056041147 -...I .:r , . -.J 15056042146 REV-1500 EX Decedent's Name: SANDRA L ALANIZ Decedent's Social Security Number 571935812 RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 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. 4,746.24 6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 4,746.24 4,186.66 220.76 4,407.42 338.82 9. Funeral Expenses & Administrative Costs (Schedule 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 (Schedule J)................................................. 13. 14. Net Value SubjecttQ 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, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 338.82 o . 00 15. o . 00 16. 15.25 17. 0.00 18. o . 00 19. 15.25 338.82 o . 00 o . 00 19. Tax Due......................... .............. ......... .......... ........................................ ................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. D Side 2 L 15056042146 15056042146 ...J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-00862 DECEDENT'S NAME Sandra L ALANIZ STREET ADDRESS 6 Box Elder Court CITY I STATE ,ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 15.25 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 TotallnteresUPenalty (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 + (3) (4) 15.25 D [!J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a a. retain the use or i b. retain the right to c. retain a reversion d. receive the promi 2. If death occurred after receiving adequate con: 3. Did decedent own an "ir 4. Did decedent own an In OHARlAND2000 . contains a beneficiary d~"'~l'allull r ...................................................................................................................... ~J~;;.~; 1d~~-"~~ ii;fu..:.l;lJ" ~I ~ j t. ;, ..;, "'~." 1!:8 '-' l'l>-~~ 1'<" ~,1rC PLEASE ANSWER THE 1:0 3 ~ 3088 ~Ol: ~61~ ~~m0005?~Oq~ ~~~3 II' 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. ~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 zero (0) percent [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 zero (0) percent [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 four and one-half (4.5) percent, except as noted in 72 P.S. ~9116 1.2) [72 P.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 twelve (12) percent [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. RtV-,1101 EX+ (I-H) * SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ALANIZ, Sandra L FILE NUMBER 21-06-00862 ESTATE OF Include the proCllllds of Htigation and the date the proceeds were received by the estate. All proptrty jolntly-owntd with tht right of lurvlvorshlp must bt dllcloltd on Ichldul. F. ITEM NUMBER DESCRIPTION 1 Stepping Stones Daycare - Final Paycheck VALUE AT DATE OF DEATH 635.54 2 Members First Federal Credit Union Checking Account 261617-11 3,102.04 3 Members First Federal Credit Union - Regular Savings Account 261617-00 1,008.66 TOTAL (Also enter on Line 5, Recapitulation) 4,746.24 (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 E (Rev. 6-98) REV-1111 EX+ (12-n) * SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ALANIZ, Sandra L Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-00862 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 3,369.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State lip - Year(s) Commission paid 2. Attorney's Fees Johnson Duffie 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State lip Relationship of Claimant to Decedent 4. Probate Fees 80.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 237.66 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 4,186.66 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) ReY.1HZ EX+ (6-18) * SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ALANIZ, Sandra L FILE NUMBER 21-06-00862 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Church Donation for Funeral Service 100.00 2 Shaw Funeral Home 2.546.00 3 Sullivan Funeral Home 723.00 Subtotal 3.369.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1M2 EX+ (6-t8) * SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMO~THOFPENNSYlVAN~ INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALANIZ, Sandra L FILE NUMBER 21-06-00862 ITEM NUMBER 1 DESCRIPTION Cumberland County Register of Wills Office. Filing Fee for Inheritance Tax Return and Inventory AMOUNT 30.00 2 Cumberland County Reporter. Notice of Estate Administration 75.00 3 The Patriot News. Notice of Estate Administration 132.66 Subtotal 237.66 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) R.v-1112 EX+ (1-11) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECeDENT ALANIZ, Sandra L FILE NUMBER 21-06-00862 ESTATE OF Includ. un...lmbu....d medlcll .xp.n.... ITEM NUMBER DESCRIPTION 1 Boscoy'S Department Store VALUE AT DATE OF DEATH 41.54 2 Verizon Wireless 179.22 TOTAL (Also enter on Line 10, Recapitulation) 220.76 (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 I (Rev. 6-98) REV 1613 EX+ (1-00) * SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER ALANIZ, Sandra L NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal C1istributions, and transfers under Sec. 9116(a)(1.2)] Abby Nicole Alaniz-Davenport clo Jack Davenport 1350 Forest Hill Road Stevens, PA 17578 RELATIONSHIP TO DECEDENT Do Not List TrustH(s) FILE NUMBER 21-06-00862 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Daughter Entire Estate Total Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate. 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) ,. ~ Register of Wills, Cumberland County, Pennsylvania INVENTORY I Deceased No. 21-2006-00862 Date of Death 08/28/2006 Social Security No. 571-93-5812 Estate of Sandra L ALANIZ also known as Sandra L Merlini The Personal Representatlve(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located 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 of Pennsylvania except that which appears In a memorandum at the end of this Inventory. I/We verify that the statements made In this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. 1.0. No.: EDMUND G. MYERS 20558 Personal ReDresentative Signature: Attorney: Signature: Sandra L Merlini ~,,~ Firm: Signature: Johnson Duffie 301 MARKET STREET Address: POBOX 109 LEMOYNE, PA 17043 Telephone: (717) 761-4540 Address: 6 Box Elder Court Enola, PA 17025 Telephone: 717-728-5453 Dated: JJlBj 0~ Personal ProDertv Cash.............................................................................................. . Personal Property ....... ........ .... ..................... ..... ......... .... ........... .... Stocks/Listed........................................... ...... ....... ...... ................... Stocks/Closely Held...................................................................... Bonds............................................................................................ . Partnerships and Sole Proprietorships ..................................... Mortgages and Notes Receivable............................................... All Other Property. ......... ............ ...... ......... ....... ................... .......... T~ (") ~ ~O ~ ?5:D ~ -.8~.24n L_ ~h; _ ~.'.'.'.", ..<:...: ::0 + ....:.::(J)^ ....)00 -0 '.',(:::>"-n ;-~c :x .":0 N -0 --i .. )"> c..u -J '-0 :u hl iT; C) C,"J (:":::> ~~3 eg r1 ri, ::13 C"J (.~:) c....) >- ."1 ~n -., o r" rn Total Personal Property......................................... 4,746.24 Total Real Property................................................ Total Personal and Real Property......................... '4,146.i4l Total Out-of-State Real Property.......................... '7 r" Register of Wills, Cumberland County, Pennsylvania INVENTORY Estate of Sandra L ALANIZ also known as No. Date of Death Social Security No. I Deceased 21-06-00862 08/28/2006 571-93-5812 Cash Members First Federal Credit Union Checking Account 261617-11 Members First Federal Credit Union - Regular Savings Account 261617-00 Stepping Stones Daycare - Final Paycheck Total Cash 3.102.04 1.008.66 635.54 4.746.24 (Attach additional sheets if necessary) Total Personal Property and Real Estate 4.746.24