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Home My WebLink About09-10-07 -I 15056051047 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 Date of Birth MI Decedent's First Name Suffix (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _",1. Original ~etum C::) 2. Supplemental Return C::) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return 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 Da ime Telephone Number C::) 4. Limited Estate C::) 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ~ 8. Total Number of Safe Deposit Boxes C::) REGISTIEft>OF WILLS U~!50NLY Co _oJ :-::: :0 (/) , .,'-0 r'l'1 ~ "J:: ("") -0 .,J -r-..'- .. cC< qj C/):;S~ o "" f'J UI Correspondent's e-mail address:c.lfi.lJnxelAw@t!.Dm~f..I)e.T ~nder penalties of perjury, I declare that ~ 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 of preparer other than the personal representative is based on all information of which preparer has any knowledge. ~:T~~~ESP~~F'e...G.RETURN DATE ADDRESS ~ I \7 (0 5-~ C, EDW/fRDX Peck, JR.) /7 UftJDIJED J)Jt./VE SIIIPPENSBuM. PA /7M1-97/r SIG~A]-,u?lf)R OF, PWPA~~THE~ THAN REPRESENTATIVE ) DATE ~_~~V IJtl.O~.~()o7' ADDRESS {!,/JJ}} V UJlI nAAIXE. ATTf/. AT UrW. ;'03A LJA/&iLAI WIaY 8441' SUJ'I'I! e (!JlAMR~JluM. ~A """PLEiSE USE ORIGINAL FORM OilLY ! J7A.()~ -.I3{'2 Side 1 L --I 15056051047 15056051047 -.J 15056052048 REV-1500 EX Decedent's Name: INA C. Pee/( RECAPITULATION . ~ /0." " . 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 & Miscellane~us persona'l 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 Governmental Bequests/See 9113 Trusts for which a[1 election, to t~x.has not been made (ScheQule'J) . ~ . .'.'. . . . . .. . :~. . ." ..:. -> 13. . 14. Net Value Subject to Tax (Line 12 minus Lin~ 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 .000. 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 collateral rate X .15 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . <. . . . . . . <' .. '.' . . . . ..-. . . ... .; . . . '.' .. ~~. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT " \.. .... .. .. i;." . "', )J ~~ ~ Side 2 15056052048 Decedent's Social Security Number c::> 15056052048 -.J r RfV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME IAlA C. -PEC/<. STREET ADDRESS IUIJIJ /) 6JJ J) IJI V L_~~_ File Number CITY SIll HeNS 8 tJlJ~ STATE PA ZIP /12.57- 97/5 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 Total Credits ( A + B + C ) (2) (J. Of) 3. Interest/Penalty if applicable D. Interest E. Penalty ---~---~-~.- -_.. Total Interest/Penalty ( 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, Line 20 to request a refund. (4) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) tJ./)D (J.DO ().OO IJ. DO f). DO 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. (5A) Make Check Payable to: REGISTER OF WILLS, AGENT o itllllllla PLEASE ANSWER THE FOLLOWING QU~STIONS 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 KJ c. retain a reversionary interest; or.........................................;.~:............................................................................. 0 ~ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 ~ 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. ~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) percent [72 P.S. ~9116 (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 be~eficiary. 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. ~9116(a)(1.2)1. 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. ~9116(1.2) [72 P.S. ~9116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the deceQent's siblings is twelve (12) percent [72 P.S. ~9116(a)(1.3)1. A sibling is defined, under Section 9102, as an individual who has at least one parent in common wifh the decedent, whether by blood or adoption. REV-1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY ESTATE OF Ina C. Peck FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INClUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A coPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. ING IRA Account No. 9941287159 - 44.410 shares Index Plus Largecap 819.81 100 819.81 Mutual Fund No. 0001367, valued at close of business on 2/16/07 - a transferred 3/29/07 to Edward J. Peck, Jr., surviving spouse, beneficiary TOTAL (Also enter on line 7 Recapitulation) $ 819.81 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9.()(J) *' SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ina C. Peck FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Edward J. Peck, Jr., 17 Wooded Drive. Shippensburg, PA 17257-9715 Spouse 819.81 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) {i]ndy-~u FRANKE -Attorney at Law- ~ September 6, 2007 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3323 Re: Ina C. Peck, Deceased Inheritance Tax Return Dear Ms. Strasbaugh: Please process the enclosed Pennsylvania Inheritance Tax Return forms for the above-referenced decedent. I have also enclosed my check (#3356) made payable to "Cumberland County Register of Wills" in the amount of $15.00, to cover the processing fee for this return. Thank you for your assistance with this matter. If you need further information, please contact me. Sincerely, 3 enclosures cc: The Rev. Edward J. Peck, Jr. ~(Jk~~ S;O Cindy Lou Franke ;~.).;g ,-.. 'I\.J .b.)>r- o..'"71T1 ,., <-::0 05 5-, 00 JO-n ()C : - :::0 "u-l ~.. 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