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Home My WebLink About03-23-07 (2) .-J 15056041125 REV -1500 ~ (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisbu PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Dat of Death 189 -09-48 11182006 Decedent's Last Name ~ MINICH (If Applicable) Enter Surviving Spouse's Inti rmatlon Below Spouse's Last Name I I OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN 2 1 RESIDENT DECEDENT File Number o 6 1 1 1 8 Date of Birth 06141915 Suffix Decedent's First Name J 0 H N MI E 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 ~ 1. Original Return D 4. Limited Estate ~ D D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) D 10. Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE C MPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes W ILL I AMP 0 0 U LAS 71724 3 1 7 9 0 Firm Name (If Applicable) o 0 U G LAS LAW 0 F ICE REGISTER OF WILLS USJi.-QNL Y r-'''~ ~::) First line of address ':--:::0 .:T'~ ,...." c:..J -oJ <i 5 7 W P 0 M F R E T S ::::<) f'_1 W Second line of address P 0 BOX 2 6 1 -0 City or Post Office State ZIP Code oUi: FILED N ~~---------------- - CAR LIS L E P A 17013 w I I DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056041125 --.J v- - T ---- -.J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: John E. Min~ch RECAPITULATION 189 -09-48 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 (Schedul D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous P rsonal Property (Schedule E) ....... 5. 691408 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) Separate Billing Requested. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7) 8. 6 9 1 4 0 8 .......................... . 9. Funeral Expenses & Administrative Cost (Schedule H) 9. 5 3 4 9 8 5 ............... . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 5 3 4 9 8 5 12. Net Value of Estate (Line 8 minus Line 1 ) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 5 6 4 2 3 13. Charitable and Governmental Bequestsl ec 9113 Trusts for which an election to tax has not been made (S hedule J) . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . 14. 1 5 6 4 2 3 TAX COMPUTATION. SEE INSTRUCTION FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 _ 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 1 5 6 4 2 3 7 0 3 9 at lineal rate X .012- 16. 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 18. 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 7 0 3 9 ............... . 20. FILL IN THE OVAL IF YOU ARE REQU STING A REFUND OF AN OVERPAYMENT D Side 2 L 15056042126 15056042126 --.J REV-1500 EX Page 3 Decedent's Complete Address: File Number 1118 DECEDENTS NAME John E. Minich .~~.-- STREET ADDRESS I 915 Alexander Sorine Rd. -----. , , CITY I STATE I ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 70.39 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount Total Credits (A + 8 + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/Penally ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the differen e. This is the OVERPAYMENT. Fill In oval on Page 2, Une 20 to reque t a refund. (4) 0.00 70.39 5. If Line 1 + Line 3 is greater than Line 2, enter the differen$e. This is the TAX DUE. A. Enter the interest on the tax due. I 8. Enter the total of Line 5 + 5A. This is the BALANCE DOE. (5) (5A) (58) 70.39 Make ~~:t~~rable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWI~G QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: , Yes No a. retain the use or income of the propJrty transferred; ...................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00 c. retain a reversionary interest; or ..j............................................................................................ 0 00 d. receive the promise for life of either ayments, benefits or care? ....................................................... 0 00 2. If death occurred after December 12, 1 82, did decedent transfer property within one year of death without receiving adequate considerati n? ....................................................................................... 0 00 3. Did decedent own an "in trust for" or patable upon death bank account or security at his or her death? ......... 0 00 4. Did decedent own an Individual Retirem~nt Account, annuity, or other non-probate property which contains a beneficiary designation? .....(............................................................................................ 0 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTI9NS 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 Jan~ary~,19~5,thet~rateimposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)). I For dates of death on or after January 1, 1995, the tax rate imppsed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)). The statute does not exemot a tra~sfer 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 spous~ 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. 99116(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. 99116(1.2) [72 P.S. 99116(a)(1)). The tax rate imposed on the net value of transfers to or for the ~se of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in Cfmmon with the decedent, whether by blood or adoption. REV-1508 EX + fll-98) '. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John E. Minich FILE NUMBER 1118 Include the ProcE~s of litigation and the date the proceeds were received by the estate. All property jolntl1 -owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M& T checking account 3,703.03 2. County of CumbeMand, Claremtnt refund 3,211.05 i . TOTAL (Also enter on line 5, Recapitulation) $ 6 914.08 (If more space is needed, insert additional sheels of the same size) REV-1511 EX +~12-99) 'w SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John E. Minich FILE NUMBER 1118 Debts of decedent must be reported on Schedule I. ITEM ! NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman Roth Funeral 550.74 Carlisle Memorial Service 370.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissio~s Name of Personal Representativa (s) Social Security Numbe~s)/EIN N~mber of Personal Representative(s) Street Address I I City I State Zip Yea~s) Commission Paid: I 2. Attomey Fees Douglas Law Offic e 500.00 3. Family Exemption: (If decedenfs address ~ not the same as claimanfs, attach explanation) 3,500.00 Claimant Rosie Burton Street Address 915 Alexan der Spring Road City Carlisle, I State P A Zip 17015 Relationship of Claimant to Dece~ent daughter I I 4. Probate Fees I 84.00 I ! 5. Accountanfs Fees 6. Tax Return Prepare(s Fees 195.11 Sentinel, advertising I 7. Cumberland Law Journal, atertising 75.00 8. Register of Wills, filing fees, stimated 75.00 TOTAL (Also enter on line 9, Recapitulation) $ 5 349.85 (If more space is needed. insert additional sheets of the same size) ,"'-"" ~'" ",* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John E. Minich SCHEDULE J BENEFICIARIES RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON($) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude oU~ht ~~sal distributions, and transfers under Sec. 9116 (a (1. )] 1. Ellsworth G. Minich Lineal 782.11 129 Cumberland Drive Carlisle, PA 17013 2. Rosie M. Burton Lineal 782.12 915 Alexander Spring Rd. Carlisle, PA 17015 2. ENTER DOLLAR AMOUNTS FOR DISTRIBUTlbNS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIA TE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: I A. SPOUSAL DISTRIBUTIONS UNDER SECTlpN 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISl1RIBUTIONS 1. , TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ FILE NUMBER 1118 (If more space is needed, insert additional sheets of the same size)