The URL can be used to link to this page

Home My WebLink About04-12-07 REV-1500EX+~) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ z w c w (J w c KAUFFMAN CHARLES -JACOB DATE OF DEATH (MM-DD-Year) AlKJA CHARLES -J. KAUFFMAN DATE OF BIRTH (MM-DD-Year) 09/28/2006 07/17/1928 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w .... ~ ~(/) ()a:~ w~() :I: a: 9 () ltaJ <C [X] 1. Original Return D 4. Limited Estate [X] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received 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 between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 0 9 8 6 COUNTY"'Cc55E --YEAR- - - NUMBER- - SOCIAL SECURITY NUMBER 2 09- 1 2 - 8 3 1 1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required !... 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS . SECTION MUSTBECOMPl.ETED..Ai..L. CORRESPONDENCEANDCONFIDEN11ALTAx>INFORMATIONSHOU[O BEDIRECTEDT()~ NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS III ESQ. FIRM NAME (If Applicable) .... z w o z o ~ (/) w a: a: o () TELEPHONE NUMBER 717-697-4650 54 EAST MAIN STREET MECHANICSBURG 10,989.50 X 0.00 (15) X _ (16) X .12 (17) X .15 (18) (19) z o i= :3 ::) ~ a:: <t: (J W 0::: 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) D 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 Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (1 ) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= c( ~ => D. :E o (J ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (8) (11 ) (12) (13) (14) r ,'" 22,000.00 9 PA 17055 OFFI~AL USE ONLY i ,:- :~:..) =) ~ T't'.;) ~~) -':;;,J [',.,,) (--" -=i-'-I ~ '-0 22,000.00 10,410.50 600.00 11,010.50 10,989.50 10,989.50 0.00 0.00 >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 100 EAST MARBLE STREET CITY I STATE r ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check to: REGISTER OF AGENT 0.00 0.00 0.00 PLEASE ANSWER THE FOllOWING 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 property transferred; ..... ................... ................................................... D r&J b. retain the right to designate who shall use the property transferred or its income; ........................................ D r&J c. retain a reversionary interest; or ......... ............. ............ ....... .................................................. ........... D r&J d. receive the promise for life of either payments, benefits or care? ............................................................. D r&J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..... ........... ......... ... ...... ................ ........ ........... ......... ................ D [&J 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D r&J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................. ...................................................................... D r&J ADDRESS DATE 4/11/2007 IF THE ANSWER TO ANY OF THE ABOVE UESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. MARBLE STREET, MECHANICSBURG TIVE PA 17055 DATE 4/11/2007 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 3% [72 P.S. 99116 (a) (1.1) (i)l. 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 0% [72 P,S. 99116 (a) (1.1) (ii)). The statute does not exemot 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 0% [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 4.5%, 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 use of the decedent's siblings is 12% [72 P.S. 99116(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-1503 EiX + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF KAUFFMAN CHARLES JACOB A1K1A CHARLES J. KAUFFMAN FILE NUMBER 21 06 0986 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION MANULlFE FINANCIAL CORPORATION VALUE AT DATE OF DEATH 22,000.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 22,000.00 REV-1511 EX+(12-99) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF KAUFFMAN CHARLES JACOB A1KfA CHARLES J. KAUFFMAN Debts of decedent must be reported on Schedule I. 21 06 0986 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME 8,773.50 2. FUNERAL LUNCHEON 474.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) MARIE A. KAUFFMAN (COMMISSION RENOUNCED) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 100 EAST MARBLE STREET City MECHANICSBURG State PA Zip 17055 Year(s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 1 ,050.00 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS - CUMBERLAND COUNTY 113.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 10,410.50 (If more space is needed, insert additional sheets of the same size) R,EV-1512 EX + (6-98) * SCHEDULE' DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KAUFFMAN CHARLES JACOB A1K/A CHARLES J. KAUFFMAN FILE NUMBER 21 06 0986 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. QUEST DIAGNOSTICS MEDICAL 600.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 600.00 R~_1?1~E>"('. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF KA FFMAN NUMBER I. SCHEDULE J BENEFICIARIES 8 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ll. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. MARIE A. KAUFFMAN 100 EAST MARBLE STREET MECHANICSBURG, PA 17055 WIFE 100% 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)