HomeMy WebLinkAbout02-02-07
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REV.1SOO EX 16-00)...
REV-1500
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lopez, Eleanor M.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
07-04-2005 09-04-1919
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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o 1. Original Return
o 4. Limited Estate
o 6. Deeedent Died Testate (AttachcopyofWiU)
o 9. Litigation Proceeds Received
rn2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (AltachcopyofTruSl)
o 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
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COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
470 01
7403
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date 01 death prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under See. 9113(A) (Allach Sell 0)
NAME
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John F. King, Esquire
FIRM NAME (II Applicable) Friedman & King, P. c.
COMPLETE MAILING ADDRESS
(717) 236-8000
P. O. Box 984
Harrisburg, PA 17108
TELEPHONE NUMBER
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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)
8. Total Gross Assets (total 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)
(1)
(2)
(3)
(4)
(5)
4,481.16
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE 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)
x .0 4.5%(16)
x .12 (17)
x .15 (18)
(19) . ';'
16. Amount of Line 14 taxable at lineal rate
$4 .481. 16
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
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OFFICIAL USE ONLY
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4,481.16
(11)
(12)
(13)
4,481.16
(14)
4.481.16
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",.-REV-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Estate of Eleanor M. Lopez
21-05-0671
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
TXU COrp. (107 book entry shares)
4,481.16
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
4,481.16