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Home My WebLink About02-12-07 -.J 15056051058 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 Veer ~t Db File Number 1/0& INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth 193-24-0364 08/29/2006 03/13/1932 Decedenfs Last Name Suffix Decedenfs First Name Rightnour (If Applicable) Enter SurvMng Spouse'. Information Below Spouse's Last Name Suffix Rightnour Spouse's Social Security Number Charlotte Spouse's Arst Name Wayne THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Retum 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 4a. Futura Interast Compromise (date of death after 12-12-82) 7. Decedent Maintained a UVIng Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under See. 9113(A) between 12-31-91 and 1-1-96) (Attach Sch. 0) CORRESPONDENT - 11t1l SECTION MUST BE COIIPLETED. ALL CORRESPONDENCE AND CONFIDEN11AL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. limited Estate 6. Decedent Died Testate (Attach Copy of WIll) 9. litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Michael S. Travis Firm Name (If Applicable) Attorney at Law First line of address (717)731-9509 3904 Trindle Road j'-..j REGISTER O~LLS USE ON~ S'~o ~ -. :::0 ""T1 -;~ln g '.-.r-- -'-,-;c~ ill :~~, ~~q N Second line of address (~) il ~ -~ -". City or Post OffIce Camp Hill State ZIP Code :-:-:J DAT~ftUlD PA 17011 w Correspondent's e-mail address:mst@mtravislaw.com Under penellles of perjury, I declare that I have examined this ratum, Including accompanying schedulas and 8lal8mentlI, and to the best of my knowledge and belief, It Is true, COII'8d and compleIa. 0ecIarlIlI0n of pI'8pIII'llI' oIher than the personal ~ Is ba8ed on 811 information of which pnlp8I'8I' has any 1cnowIedge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 1- D PA 17055 ~lii/dJ , . Side 1 L 15056051058 15056051058 MI F MI -I OJ . ...J 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Charlotte F Rightnour 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. 6. Jointly Owned Property (Schedule F) Separata Billing Requested . . . . . .. 6. 7. Inter-VIvos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross AlIsets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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 Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) .. . .. . . . . . . . . . . . ... . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..... . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of line 14 taxable at lineal rate X.O _ 16. 17. Amount of Line 14 taxable at sibling rats X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE.. . .. ... ...... . . .. .. . . .......... ....... .......... ...... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Decedent's Social Security Number 193-24-0364 1,246.00 1,246.00 10,896.50 10,896.50 -9.650.50 -9,650.50 0.00 15056052059 .....I REV-l500 EX Page 3 Decedent's Complete Address: FIle Number D"""u"", S NAME DECEOENrS SOCIAL SECURITY NUMBER Charlotte F Rightnour 193-24-0364 STReET ADDRESS 104 S. Market Street CITY I STATE I ZIP 17055 Mechanicsburg PA Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + 8 + C ) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty TotaIlnterestlPenalty ( D + E ) (3) 4. if Line 21s greater than Une 1 + Una 3, enter the difference. This is the OVERPAYMENT. FRI in owl on Page 2, Une 20 to request. refund. (4) 5. If Una 1 + Una 3is greater than Line 2, enter the dl1rerence. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN T IN THE APPROPRIATE BLOCKS 1. Did decedent make alr8nsfer and: Yes No a. retain the usa or income of the property transferred;.......................................................................................... 0 iii b. ratain the right to designate who shall use the property transferred or Its Income; ............................................ 0 iii c. ratain a raversionary interest; or.......................................................................................................................... 0 Ii] d. receive the promise for life of either paymenIs, benefits or cars? ...................................................................... 0 [i] 2. if death llCCUlT8d after December 12, 1982, did det8dent transfer property within one year of death without receiving adequate consideration? .....................................................................................................,........ 0 iii 3. Did decedent own an "in trust foI" or payable upon death bank aCCXlUnt or seaJrity at his or her death? .............. 0 iii 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [i] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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) (ill. 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) (iill. The statute does not exempt 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 decedenfs lineal benellciaries is four and one-half (4.5) percent, except es 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 decedenfs siblings is twelve (12) percent [72 P.S. 59116(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.1737-4 EX + (9-00) '* SCHEDULE E, PART 1 MISCELLANEOUS PIRSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF Charlotte F. Rightnour Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples of tangible personal property are jewelry, furniture, paintings, etc. All property Jointly-owned with the right of survivorship must be disclosed on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax computation Is elected. ALE NUMBER ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH 1. Woman's wardrobe (discarded) 0.00 2. Wood table with chairs and cabinet 80.00 3 Dining table with chairs and cabinet 6000 4 Record player with case 100 5. Bedroom set 60.00 6. Photographs 5.00 7. Rocking chair 10.00 8. Sewing machine 1000 9. Oak square chair 20.00 10. High chest 1. 000 00 PART I TOTAL 1.24600 $ PART 2 TOTAL 0.00 Proportionate Method Only from reverse side $ . TOTAL (Also enter on line 5, Recapitulation) $ 1.246.00 (If more space is needed, insert additional sheets of the same size) REV-1S11 EX+ <12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Charlotte F. Rightnour FILE NUMBER Debts of dececl8nt must be reportecI on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Burial, casket, selVice 9.66500 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. Attorney Fees 93734 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 294,,16 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (H more space is needed. insert additional sheets of the same size) 10.89650