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Home My WebLink About08-17-07 ~ 15056051047 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-Q601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number Date of Birth Decedent's Last Name Suffix Decedent's First Name MI h (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 MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW .. 1. Original Retum c::::> 2. Supplemental Retum c::::> 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required c::::> 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 INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c::::> 4. Limited Estate c::::> c::::> C, -.J i1 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. A RE OF P N N ISLE 6 ILlNG RETURN 00...6\ . Co vY1 PA 17#>0 DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 --.J ~ -.J REV-1500 EX Decedent's Name: RECAPITULATION 15056052048 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:::> Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::> 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 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 tal\i3ble at lineal rate X.O!i!J 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 19. Decedent's Social Security Number 15. 16. 17. 18. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052048 Side 2 c:::> 15056052048 -...I REV-1500 EX Page 3 Decedent's Complete Address: / , DECEDENTS NAME File Number :ZYL\/e: rfl ''7tJ5d / 70..> 0 ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2, Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) t.; i s c.j Total Credits (A + 8 + C ) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( 0 + E ) 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. (3) (4) (5) L.-/ t - 5" l{ (SA) (58) Ljl, )~ 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. 8. Enter the total of Line 5 + SA This is the BALANCE 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D flf c. retain a reversionary interest; or.......................................................................................................................... D ff d. receive the promise for life of either payments, benefits or care? ...................................................................... D Ef 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D gy 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D k1 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D g 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 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 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-150B EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH '5&~ ~ - ~OOI ()tJ TOTAL (Also enter on line 5, Recapitulation) $ Co:J/JO I 00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF '3 ~Yhe...~ 1:>, 'v.t t li~' Debts of d FILE NUMBER ecedent must be reported on Schedule 1 ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: 'bc..;\-e;j +lAl"-erc-1 ).k~ - -6'e.<:. 4+c.cW ~.e. v-... 4-CoJ \ "B Dc,...-\- - 'Kc vno. i v?S ...!-e> -6eo-.. T fD.\J6\ ~O (}..VJ ave'Vl..~h.-.\. l4o-1-"j -+0 -See... LlI7~, 7'7 L.j{)(J,06 71J~.OO B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative( s) Street Address p/A City State _Zip Year(s) Commission Paid: 2. Attorney Fees fl//4- 3. City State _Zip 5. Relationship of Claimant to Decedent Probate Fees ;J / /J- Accountant's Fees rtJ I A- Tax Return Preparer's Fees tV) .4- 4. 6. 7. TOTAL (Also enter on line 9, Recapitulation) $ f ~ 7 fa 1 1 7 (If more space is needed, insert add~ional sheets of the same size) GILBERT L. DAILEY guvero/ jiomc INCORPORATED 650 South 28th Street Harrisburg, Pennsylvania 17103 Phone (717) 233-1933 Fax (717) 234-3721 Cliffurd D. Forester, Sr. F.D. Stephen D. Bechtel, F.D. Mario A Billow, Supervisor Timothy J. Dailey, President "quitliog Tour Woy" Wednesday, April 18, 2007 Heidi L. Willis 1514 Inverness Dr. Mechanicsburg, P A 17050 Dear Heidi, Thank you for selecting our funeral home to provide services for your family during your time of bereavement. I hope that you found our services, so far, to be of the highest standards that we always try to achieve. The following is a sununary of the service charges as previously explained and provided in written fonn on the services for: JAMES D. WILLIS 1. Professional Services Basic Service OfFuneraI Director & Staff TOTAL FUNERAL CONTRACT $ 2800 $2,800.00 $2,800.00 $700.00 $700.00 $ 215.80 $ 90.00 $100 $18 $ 52.97 $175 $ 25.00 $676.77 $4.176.77 TOTAL OF PROFESSIONAL SERVICES, FACILITIES AND AUTOMOTIVE EQUIPMENT Merchandise Casket: Cremation Casket Container provided by funeral home CASH ADVANCES Paid Newspaper Notice Delaware County Times Church or Clergy Certified Copies of Death Certificate 3 Bridegton Newspaper Organist/Soloist Cumberland County Coroner's Authorization f ...... dI ...... r-t " ", i .- . .. ~ .,.:( f iI0 iIn .-; .-:c " ~ ~ ~ :J ...^ <( ~, .s' ..u:....... )")\(i~ -- ,. :ji: " l ~ "'f. ", , ... . ,~", '" i:t III ~ ... ~. ~~f: ~ Ail .. ~'AC;:\.J ", ~ ~~,= . :1 r .. ., 1 tS) (J "f\ J Cl- L <) 3 ~-r ~~ ~ ~~1\Yl e.-Y~~ r+ (j ~ \/1;'2---- ~5~~ ~ <=i 3 --- o~ --B~ u ~ ~ \j) - ~ ./ ~ ~ ~.. ~! <;: ~ ~)'()U (") f"'..;) c g ;7- 0 -.J .;~::CJ -. '~,:::J -- -J~(") ~ ,~, .__ ..I.> r- " , 7rn - - 0:) ~ -.I ~~ "-)0 ,') n .." 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