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Home My WebLink About05-11-07 ,--1 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 Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 05 1097 Date of Birth 197-56-1962 09/05/2005 08/22/1972 Decedent's Last Name Suffix Decedent's First Name MI Hood Michael (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUS}, BE FILED IN DUPUCA TE MTH THE REGISTER OF WILLS ALL IN APPROPRIATE OVALS BELOW c. 1. Original Retum 2, Supplemental Retum 3, Remainder Retum (date of death prior to 12-13-82) 5, Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10, Spousal poverty Credil(date of death 11, Election to tax under See, 9113(A) between 12-31-91 and 1-1-95) (Attach Sch, 0) CORRESPONDENT - THIS SECTION MUST BE COMPlETED, ALL CORRESPONDENCE AND CONADENTlAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Jason M, Weinstock Rrm Name (If Applicable) Ira H, Weinstock, P.C, (717) 238-1657 800 North Second Street REGISTER~ WILLS USE ~Y C ~ -,_0 :~; ? =l,~ () ;: -..~ ,- -< ":~ fTl '-.. -~.,- -...,.-. 'C/.'; :::.;~ First line of address Second line of address - ;~~:-~~~ ~ City or Post Office Harrisburg State ZIP Code DA'fE:JlILED Ul PA 17102 Correspondent's e-mail address:j.weinstock@verizon.net Under penalties of perjury, 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 orrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA OF P_E:S~SI~E_F~T:N_-_-_- . 'H____.____ ___ . __ . ____ . D;~~~!lg~__ -f~~P~~E~~~:~R~r~sR~~~~:~TA~~g~ DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 ---I .--.J 15056052059 REV-1500 EX Decedent's Name: Michael Hood 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). . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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 Governmental 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 APPUCABLE RATES 15. Amount of Line 14 taxable atlhe 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 18. Amount of Line 14 taxable at collatersl rate X. 15 0.00 15. 0.00 16. 0.00 17. 0.00 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L Decedent's Social Security Number 197 -56-1962 4. 5. 18. 15056052059 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Michael Hood --_._.__.._.._--_.~---_.,.- -----. _.- --- -- -_._------------_.~_._.----_.., ------- ,.-----.-.----- STREET ADDRESS 216 Shed Road FIle Number 21 05 1097 DECEDENTS SOCIAL SECURITY NUMBER 197-56-1962 --_..._~_._--_._..- .---------- - --~ - ~- ~ --- --~- -- --~-~- --- ------~ ---- - - - _ ___ __'_'_~___ _____.____________."____ ~_._____~_,,______._______.___.____.u_ -----.---.-r-STATE - ..- i PA ----lzw....---------------- I 17241 CITY Newville Tax Payments and Credits: 1. Tax Due (Page 2 line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 ----~------(foo ---~------- 0.00- Total Credits ( A + B + C ) (2) 0.00 3. InteresllPenalty if applicable D. Interest E. Penalty ----.---~-~--- TotallnterestlPenalty ( D + 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, Une 20 to request a refund. (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SA) (5B) 0.00 0.00 0.00 0.00 0.00 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. 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;m...................................................................m................. 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 2. If death occurred after December 12, 1982. did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [i] 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 spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (ill. 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) percent [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 retum 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 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 use 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 common with the decedent, whether by blood or adoption. j ~ ~o . <3D Pd to ~oa rlQpd '~-" i" ~r" t. -"'- "' ~ ,..", ......, .,. '- (P, ',( "" '" ,"" " . ,", " ., . \./ ';' '~<.'\ ~'. ' ," '-'11!\~. ~ It>,:\ lJ ~ ~ - o .... a> - (/) '0 a> a> (/) ct5 ~ .r::. .r::.t:: g'::Ja>1"- ttlO....CX) .cOttle') (/) ::J e') ttlZ'C'"' ~c:(J)e') (J)::Ja>O ....0 (/)1"- a>O::J...... E-U~<( ~~5a.. ttlmOa> -U.cO(j) a3 E a>.;: _::Jc:rn <!)OOO .. c.5 S ~ ~ :J ~~ 000 ~~ I't1 0 ~ ~ oc....gfll~ :t t4f,;~~rn .. ....11. zZ ~ ~ZfiloZ' o..d:Ofil, ~~~~P; · H'" Z~ = O~ Om <Xl..... ~ ~ '~ -= - - ~ - - - - ~ - - -- -- "- :::: . - - - - .-. ,\, (:5 () U {T) (\! ~r. \..J) V i:l~l P"j ""1 ,0 I.... 'loot ( ----=". IRA H. WEINSTOCK JASON M. WEINSTOCK JOHN B. DOUGHERTY JEFFREY R. SCHOTT MAGGI E. COLWELL JOHN POZNIAK LAw OFFICES IRA H. WEINSTOCK, p.e. SUITE 100 800 N. SECOND STREET HARRISBURG. PENNSYLVANIA 17102 AREA CODE 717 TELEPHONE: 238-1657 ~~137.c FAX: (717) 238-6691 E-MAIL ADDRESS weinstock.law@verizon.net May 10, 2007 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 RE: Michael Hood File Number: 2005-01097 Dear Ms. Strasbaugh: We are in receipt of your letter of May 8, 2007 indicating the document could not be processed due to the lack of the filing fee. Enclosed for filing please find an original and two (2) copies of the Inheritance Tax Return and a check in the amount of $15.00 for the filing fee regarding the above captioned matter. Kindly return the extra time stamped copy in the enclosed self addressed stamped envelope. If you have any questions or need ar;tything further, do not hesitate to contact me. 'JMW:rln Enclosure: Inheritance Tax Return Check Envelope .. , . ,,' .- ~.