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Home My WebLink About07-06-07 --.J 15056041147 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 INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 l.D File Number LP~1( Decedent's Last Name Suffix Date of Birth 12011946 Decedent's First Name MI LELA M Spouse's First Name MI GERALD E 207367874 05172007 MILLER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MILLER Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW I ~ 1. Original Return 9. litigation Proceeds Received D D D D 4a. Future Interest Compromise (date of death aller 12-12-82) 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. limited Estate rKl 6. Decedent Died Testate (Attach Copy of Win) 7 Decadent Maintained a UYing Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes D 10 Spousal Poverty CredU (data of death . between 12-31-111 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) ~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 7175327388 Firm Name (If Applicable) WEIGLE & ASSOCIATES. City or Post Office SHIPPENSBURG State PA ZIP Code 17257 REGISTER ~WJLLS US@I\'..ILY ~O ......., [~i~ ~ , (j) ^ 0" 00 nO.., -0 <)C :x , :0 D~ILED ~ ::u -., ,"rj I-IC~ G (_~ ,.'> ,. ~CJ i"~~ o C) ....., ::!J C) r- rn (-:J . r, P.C. First line of address 126 EAST KING STREET Second line of address .&- Correspondent's e-mail address: Under penalties of Jl.E!fjury. 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, correct and complete. Declaration preparer other than the presentative is based on all information of which preparer has any knoWledge. SIGNA E OF P S RE ON SIB ING RETURN DATE Gerald E. Miller -~ b --If 7 Jerry A. Weigle, Esquire 17257 Side 1 L 15056041147 15056041147 --.J ~'Y\ - --.J 15056042148 REV-1500 EX Decedent's Name: Lei aM. Mill e r 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)................ 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. Decedent's Social Security Number 207367874 5. 1.706.83 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 1 . 7 0 6 . 8 3 ..._--------_._--_._._------_._-_.._-,--_._~---~-------.__._------_._----,.,._----~----------_._---_.~-----_.---_.._--~----_..- -.-.---.--.......- 2.057.50 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 Subjectto Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. 16. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 0 00 Amount of Line 14 taxable at lineal rate X .045 0 00 Amount of Line 14 taxable at sibling rate X .12 0 00 Amount of Line 14 taxable at collateral rate X .15 0 00 18. 15. 16. 17. 17. 18. 19. Tax Due............................................................ ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 15056042148 2.057 50 -350 67 -350 67 o 00 o 00 o 00 o 00 o 00 D 15056042148 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Lela M. Miller sTREETA15DREss-------- ------------------------- 37 Hassinger Road File Number 21-- CITY --STATE-------- '-zjp---------- Newburg PA 17240 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 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 TotallnteresVPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (SA) (5B) 0.00 0.00 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: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or.............................................. ....................................... ..................... ........ d. receive the promise for life of either payments, benefits or care?............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................. ................. ....................................................................... Yes [I o o o No [!J ~ ~ ~ L_ J Iii (-ic:! 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.............................................. ....................................................................... IX I 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) (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) percent [72 P.S. 99116 (a) (1.1) (ii)). The statute does not exemDt 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 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. Rev-1508 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Lela M. IFILE NUMBER 21- ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Adams County National Bank VALUE AT DATE OF DEATH 1.706.76 Accrued interest on Item 1 through date of death 0.07 TOTAL (Also enter on Line 5, Recapitulation) 1.706.83 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+ (12-991 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, lela M. Debts of decedent must be reported on Schedule I. I FILE NUMBER 21-- ESTATE OF ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 1,892.50 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip 2. Attorney's Fees Weigle & Associates, P.C. 150.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Gerald E. Miller Street Address 37 Hassinger Road City Newburg State PA Zip 17240 Relationship of Claimant to Decedent Spouse 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 15.00 TOTAL (Also enter on line 9, Recapitulation) 2,057.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEAl. TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Lela M. IFILE NUMBER 21-- ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Egger Funeral Home 1.892.50 Subtotal 1.892.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) . Rev-1502 EX+ (6-98) *' SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Miller, Lela M. IFILE NUMBER 21- ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Register of Wills, Cumberland County - filing Insolvent PA Inheritance Tax Return 15.00 Subtotal 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98)