HomeMy WebLinkAbout81-00429
gUESTIONS CONpERNING PROP,ERTYTRANS,fERS
L Old decede,"\,' w1\hlil \1'10, yems oldoa\h, ,1\lAko aay transfor of any matorlal pml of Ills os\ato wllhoullOCQl,vll1R
, valuable and adequate conslderallon? (Answer liVes" or "No" ,), N (', '
i. 01 d d"OI\onI, .1Ih1,I" yO'" 0' d..~. ,,"".1" '''',,'' 110m 111m solll 1I",.1I1O hlm..II/11" ,,1I .. d 000111".'"''
or parties (Including a,spouse) In joint ownership? (Answor "Vos" or "No".) ....1.!ll.!. '
3, ,If the answor to 01\0 0111'10 abovo Is lIyes" and lho transfers aro clalmod to bo nontaxahlo, plovido tho following
Infarmallon:
a, AgoofdecOden\atllmeofltansfer., ""Inl' 1'01"'1'1",\[1 II!; tu;t!lh1€1
b, COpy of death certificate, . ' . '
c, Affidavit bylhe allondlnR physician Indlca\h1g tho stale 01 doco\lont's healUl at lime of transler,
d. All other InfOrmollon supporllngnontaxablllty ollTansfor.
4, Old decedonl, In his/her IIfellmo, make any ,\ransfor of property,wlthO\I\ rocolvlng a valuable or mloQuato consldoratlon
therelal which waS \0 \ake effect In possession or onjoymen\ at or aflor hls/hor dea\h?(Answor IIYes" or "No" ,) ND
a, Was theroany possibility t"atthe plOperty tronsforrod nllghlretutn to lTansfelOr or hls/hel estate Of be subject
\ohls/h~l power of diSPosition? (Answor "Vos" 01 "No" ,) ,!in , '
b, WhatWas the transferee's age 0\ lime of decedent's death? N/A
5, Old decedent In his/her 1I1ellme make any tronster without, recelvlnll a valuable and adoQuate cOllsidorallon thorefor '
undet whlch'transferor expressly or Impllodly roserves lor his/her life or any period which does In lact and before hls/hOr
death:
.. '.TII. ,......Ion. " 00\0,,"'" 0 I 01 .. .1011110 In ",,0.'''' ." ,.'01" ,,,n.I,,,,d! I An.w,' "y,," " "No", I " ,
b. .The right \0 designate the persons who shall possess or onjoy \he property transferred or IncOI\IO thotol,rol\l7
(Answer "Yes" or "No" ,) ~ 1'10 '
6. ,lltheal,1swor to Ilvo \), 'aboVo is "Yes," was the rlgh\ reSOlved in decodent alone ( ) 01 decodont and others ( ),
7,' Old decedent In his/her lifetime make a'translor, the consideration lor which was transforee's promlso to pay Income
\0 or lor t\1O benell\ or care of transferor? (Answor "Vos" or "No" ,) No "
8, Old decedent, at any \Ime, transfer property, the bmeflclal enjoyment 01 which was subject to chango, because of
a r~servedpowelto aller, amend, ollevoke, or which couldrevortto decedent under terms 01 transfer orlly operation of
", laYl? (Answer, "Yes" or "No" ,) t)Q ,
9. \itheanswer to eight abOve Is IIYes," was tho power \0 al\er, amend or revoke the Interest of the henollclary reserved
In the dec~dent alone ( ) or decedent and olllors ( ). '
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II"V,4&3 (1,80)
IlOMMONWEAL TH OF PENNSVLVANIA
OHPARTMsNT OP RHVENUs
lIlANSPEn INHeRITANce TAX
RESIDRNT DHCPPRNT
SCHEDULE "0"
BENI1FICIARIES
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(/1IS1/'l/l!rIUII$ ClIII/ovorso SlrloJ
EsIsle 01
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.
peNEFlclARIES AND ADDRliS81l8 RELATIONSHIP SURVIVED DATE OP INTEREST OF BENeFIOIARY
DECEDENT BIRTH
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The above bensflolarles are living ,et Ihll time except for ths fDllowlngl
NAMIl
DATI! OF OE~TH
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W1tRUCTlONS FOR COMel.ETING SC~E[)UI.E "E"
, ' Sllh~d\lle "E." must Inoludo all prol1erty, real and porsona!, owned by tho deoodent Jointly with another
p\\rty'c;lr portlos osloll1t tononts with rllll1\ of survivorship, Bpth longlble ond,lntonlllblo proporty oro to be
Included, L18t roolostoto flrat.
1,\ Desorlbe all reel property os Indlooted In the In8truotlons for Soho~lIlo "A." Dosorlbe all porso'101 property
'llslndlooted In thelnstruotlon8 for SOhodulo "B," Inoludotho namo, addross /lnd relationship to the '
docodent of tho oo.ownor[s} and tho data tho Joint ownorshlp wos ostabllshod,
2, hitllQoto thotQtol morkot value of tho Jointly owned proporty,
3, Indloote tho poroontoge of tho dooedent's Intorost,
4, Indicate tho market value of tho docedol1t's Intor08t,
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E ITANCE TAX INFORMATIO
Unaalllfl,d Ilabllill.. Inovrred by the decodent prior to hl./her death are deductlblo agaln.t hl./hor taKable
..tate. In addlll\ln to debt. Inourred by ,lhe doc.denl or ..toto, othet Item. ar. claimable Including lho co.t 01
adnllnl.lrallon, attorn.y f18l, lidvclary 10", Ivneral and burial expenu. Inoludlng the co.t of a bvrlollot, tombllone
or grove mark.r and oth.r rolal.d burla! .KP.n.... . ,
All debt. being olalmed again., on "tal. ore .ubll/ct to lho opproval 01 the Regl.tor 01 WII,II with whom. tho
Inherltanc. Tax Return I. IlIed. Evldenco ,10 'upporl tho decedent'l or the o.tate'. liability lor tho dobl. bolng
clalmod .houldb',attllched 10 thll .chedule.
A family oKomplllln may be clolmod by a,pou,o 01 a decodent who died domiciled In Pennlylvanla, Hlhore II
no 'POVII, or II tho 'POUIO hat forleltod hl./her rlllhtl, thon ony child 01 tho decodent who I. a member of lho,lome
hou.ehllld can claim tho exemption. In th. 'venl thero la no luch 'POUIO or child, the OKlM1pllon can bo claimed by
a parenlor parenl. who are m,mberl 01 tho lame houlehold o. the docodont, The lamlly exempllon II allQwablo Qnly
agplnlt alltt. which pan by a will or by the P.nn.ylvanlalntutotel.awl. '
'NOrEI' Compen.allan paid ta,ah IItato repr"ontatl vel namely, an lXecJtor or admlnl.lralor,Ior aervlcu
perlormod In admlnlll.rlng on nlatel. reporlablo lor P,ennlylvanla Incomo Tax purpOln, 'Thl. 10Kablo Incomo
'Item .hould b, reported on IorIO PA.40.lndlvlduallncom,e Ta,x Roturn,
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INSTRUCTIONS FOR COMPL/UlNG SCHEDULE "~"
I, II the hln,lIy 8M.mption Is bOlng clolmed, Indlcato the clalmant'l namo, address and hll/h.r relatlonlhlp to
the decodonl; Enter "Iamlly oKomptlon" In the tema,rke column and tho amount claimed In the amount colun,",
2. A.,lgn canaecullvo numb.rllo oach Itom Ileted;
3, E"lerlhe dote on which oach dobt wallncurred and/ot paid.
,4, Elnl.r tho hamu III oaoh payee,
5. Ptovldo a btlll' 8Mplanallan In tho remarks CQlumnlor each dobt claimed,
6, ant.r the amount 01 e,ach debt being cl,alrned.
7. The lotmmust be signed by the pll,rlon who has ollumedthe toaponllblllty lor paying the dobIS,
I,F ADDITIONAL SPACE IS NECESSARY USE aw' x 11" SHEETS,