HomeMy WebLinkAbout05-02-07
,EV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
t..
w
...,
ll::~(/)
(,)Cl:ll::
wlL(')
J:oo
(,)Cl:..J
ILlD
II.
c(
OFFICIAL USE ONLY
FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
t-
Z
W
C
W
o
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Hell, Joan E
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
November 4, 2006 January 4, 1940
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
-21_ - ~6_ -1l) 313. _ _ _
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
119 - 30 -1038
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
~ 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
I-
Z
W
Q
Z
o
II.
(/)
W
Cl:
Cl:
o
(,)
NAME
Gregor J. Katshir
FIRM NAME (If Applicable)
uire
COMPLETE MAILING ADDRESS
900 Market street
Lemoyne PA 17043
TELEPHONE NUMBER
OFFICIAL USE ONLY
- )
r...._J
J
z
o
3
::)
t::
D.
<C
o
w
0:::
(1)
(2)
(3)
(4)
\:
,'" -....
:;-....
r<~-'"
....>...,1
c:-;
-_I
(8)
$47,488.98
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)
o 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)
\
\
(7)"
$47,488.98
(11) $225.76
(12) $ 4 7 , 263. 22
(13)
(14) $47,263.22
x.O_ (15)
x.O 45 (16) $2126.84
x .12 (17)
x .15 (18)
(19) $?1 ?n R4
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(9)
(10)
$225.76
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
~
~
::)
D.
~
o
o
~
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
$47.263.22
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
20.0
RE'J.1510 EX+ (6-98)
. *'
COMMONWEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHIDUU G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPEIIY
Joan E Rbll
FILE NUMBER
21-06-1038
ESTATE OF
This schedule must be completed and filed if the answerkllllY of questions 11hrough 4 on the IIMllSe side oflhe REV.1500 COVER SHEET Is yes.
IlEM DESCRIPTION OF PROPERTY
INCl.lJIlE lItE _ OF '!HE ~ 1ltBR REI.AT1ONSHlP ltl DECBlEIIf AND 0All: OF DEATH % OF DECD'S EXClUSION TAXABlE
NUMBs: '!HE DATE Of _ AT1l\CH A CCPf Of '!HE DEED FOR REAl. ESTATE. VALUE OF ASSET INTEREST VALUE
1. Pennsylvania state Employees'
Retirement $47,488 100% $47,488
TOTAL (Also enter on line 7 Recapilulalion) $ 47,488.76
.98
(If IlIOI8 space Is needed. Insert addIIIonal sheets of the SlIII8 size)
, RE\t.1512 EX '"(1.97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Joan E Hell
FILE NUMBER
21-06-1038
Include unreimbursed medical expenses.
ITEM
NUMBER
1.
DESCRIPTION
Individual 2006 Federal Income Tax
AMOUNT
$19.00
2
Individual PA state 2006 Income Tax
$206.76
TOTAL (Also enter on line 10, Recapitulation) $ 225. 76
(If more space is needed, insert additional sheets of the same size)