HomeMy WebLinkAbout81-00077
INST RUCTIONS
ASS ET S:
TV P E OF ASSET _ Indicate whether the asset i So real estate, personal property, transfer or jointly-owned.
DESCRIPTION _ List all assets owned solely by the decedent or owned jointly with another party or parties. as tenants in
common or as joint tenants with right of survivorship at the time of death. Include tho decedent's percentage of ownership,
the name (5) and relationship to 'the decedent of the surviving joint owners and the estimated market value of the decedent's
interest as of the dote of death. Include intangible personal property titled in the nome of the decedent but payable at deoth
,to another party or parties including but not limited to P.D.D. U,S. Savings Bonds and tentative trust accounts. List any
property trans{erred by the deccdent within two years o{ death for which he/shc did not receive valuable and adequate
consideration. . . .
Describe all real estate located in Pennsylvania by lot and block number, street address, number of acres and include a
general description of the land and buildings Also, include the book and page number in which the deed is recorded and tho
exact title os indicated on the deed.
DEBTS & DEDUCTIONS _ Unsotislied liabilities incurred by the decedent prior to his/hor death ore deductible against
his/heT ta'l(able estate. In addition to debts incurred by the decedent, other items arc claimable including the cost of
administration, attorney fees, fiduciary fees, funeral and burial expenses including the cost of 0 buriellot, tombstone or
grove marker. List the date on which each debt was incurred and/or paid and the names of each payee. Provide 0 brief
e_)(planation of the nature of each debt claimed and the amount being claimed,
Evidenct' to support the decedent's or the estate's lialJility for the debts being claimed should be attached to this return
A family exemption may be claimed by a spousc of a decedent who died domiciled in Pennsylvania. If there is no spouse,
or if thc spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim
the c'l(ctnption. In the event there is no such spouse or child, the exemption can.be claimed by a parent or parents who are
members of the some household. as the decedent.
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INFORMATION
PL'ACt: FOR FILING _ The return is to be filed in duplicate with the Register of Wills 01 the county wherein the decedent
resided.
liME FOR FILING _ lhe return is due nine months after the decedent's death, unless an extension far filing has been applied
for ond granted by the Secretary of Revenue within the nine-month period.
FAILURE TO FILE RETURN _ Section 791 of the 1961 Statuto providos that" , . .ony person who willlully foils to Iii. 0
return or other report required of him shall be personally licble. . .to a penalty of 2500 of the tox ultimately found to be
due or 51,000 whichever is the less ta be recovered by the Deportment of Revenue as debts of like amount ore recoverable
by low."
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NOTE: Fees paid to an estate representative; namely, on executor or administrotor, for services performed in ad-
ministering an estate is reportable for Pennsylvania Income Tox purposes. This taxoble incomo item shoud be reported on .
lorm PA.40.lndividuollncome Tox Return.