HomeMy WebLinkAbout04-16-07
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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 Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
21 06
0694
Date of Birth
195-32-4660
07/28/2006
04/27/1940
Decedent's Last Name
Suffix
Decedent's First Name
MI
O'Neill
Patricia
A
(If Applicable) Enter Surviving Spouse's Infonnatlon Below
Last Name Suffix
Spouse's First Name
MI
Spouse'sSoci13I_~ecu~ty. Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
c:,:) 1. Original Retum
4. Limited Estate
<=>
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
~
2. Supplemental Retum
c::::>
('--'
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c:,:) 4a. Future Interest Compromise (date of
death after 12-12-82)
c:,:) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
c:,:) 10. Spousal Poverty Credit (date of death C) 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA-!~.tt SHOULD B~J)JRECTED TO:
Name Daytime Telep{l&1'~ Num~-=-J
"_....."..."......~-"'.-.,........_..~...,'_."..,.,_.^.....".'---;...:::'T'....".. ','- ....u-....._.............____ii,....
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
<:a>
c:,:)
John M. Eakin
Firm Name (If Applicable)
. (717) 766-31!~:
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_..._....__._...'............___ ~_._..._,.,_o' _-:-_:-:::.~_ .;..__.......__............._.......-----.- ...... __n,..._
r---REGISTEIfOFWILL.SllSEotiL-Y---1
. - I
j I
First line of address
:.......:'
Market Square Building
('
Second line of address
City or Post Office
Mechanicsburg
State
ZIP Code
DATE FILED
PA
17055
Correspondent's e-mail address:
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true rrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
S.'I~ RE OF PERSO~S~N ....jtEf~/')l..ING RETURN
\J.) flU ':;(, LY .~
ADDRESS
112 Stoner Drive, Mechanicsburg, PA 17055
SIGNATUR F PREP. E O~HER THAN REPRESENTATIVE DATE
ADDRESS
Market Square Building, Mechanicsburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
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Side 1
L
15056051058
15056051058
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15056052059
REV-1500 EX
Decedent's Name:
Patricia
A O'Neill
.....,..,.,...,.,.,,._~~,......,---_,_.,__..........-''''__.~,~"..........,_.~_._"~__~___.......''...,_.'___,......N....__~..'_~....~...__,~~....__.____
RECAPITULATION
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) c:::J Separate Billing Requested . . . . . .. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) C) Separate Billing Requested. . . . . . .. 7.
Dece~.e.~t'~..SC,)<:iClI.Se<:uri~f\lulll~er
195-32-4660
3,992.56
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 3,992.56
,-'''''''''-''''''''''''-''''''~'~~'=~~~ """~,."""",-",:......""-""~~"""""""",,,~""~-.~,,,",,.,,,,,,,.~
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 Govemmental Bequests/See 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 APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12 3,992.56
18. Amount of Line 14 taxable
at collateral rate X .15
19. TAX DUE....... ..... ........... .... ........... .................. . 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056052059 .,
Side 2
L
0.00
3,992.56
15.
16.
17.
18.
479.11
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15056052059
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENTS NAME
Patricia A O'Neill
STREET ADDRESS
312 East Portland Street
~,...,_,_,__"., '-__"" fI!di,\lm!!!r..........
I 21 il 06 110694
~..~._..~--_: ~_--:! :-_.~".-._--_...-"..._.~"~~..,,.~~
DECEDENTS SOCIAL SECURITY NUMBER
195-32-4660
CITY
Mechanicsburg
I STATE
PA
I ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
479.11
Total Credits (A + B + C ) (2)
3. tnteresVPenaltyif applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, 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)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(58)
A. Enter the interest on the tax due.
479.11
Make Check Payable to: REGISTER OF WILLS, AGENT
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;.......................................................................................... 0 ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~
c. retain a reversionary interest; or.......................................................................................................................... 0 Ei(I
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 Ei(I
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 ~
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 spous;
is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)).
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) percer
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets an,
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 paren~ a,
adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)J.
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 ii
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 decedent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)]. A sibling is defined, und::
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1503 EX+ (6-98*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Patricia A. O'Neill
FILE NUMBER
21-06-0694
All property jolnUy-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
52 shares of IBM Common @ $76.78
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
3,992.56
3,992.56