HomeMy WebLinkAbout11-06-07
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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 v_
INHERITANCE TAX RETURN
RESIDENT DECEDENT 21 0 5
File Ntmler
1032
Date of Birth
078120176
10122005
02121922
WITTHOI'T
JBAN
MI
B
Decedent's Last Name
Suffix
Deoedenfs First Name
(If Applicable) Enter Surviving Spouse's Infonnatlon Below
Spouse's Last Name
SuffIX
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
II 1. Original Return 0 2. Supptemental Return 0 3. Remainder Return (date of death
prior to 12-1U2)
0 4. Limited Estate 0 48. Future IntenISl CompromIse 0 5. Federal Estate Tax Return Required
(dale at delIlh after 12-12-82)
0 6. Decedenl DIed T88IlIIe 0 7 0ecedlInt M8InlaIn8d 8 UvIng Trust 0 8. Total Nurnber of Safe DeposIt Boxes
(Attach Copy at 'II'o'W) . (Attach Copy at Trust)
0 9. Litigation Proceeds Received 0 10. =~mr=i~rdelllh 0 11. EIeclion to tax under Sec. 9113(A)
(Attach Sch. 0)
~ENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO:
. DaytIme Telephone Number
NORA 1'. BLAIR 717541~.28
Finn Name (If Applicable)
REGISTER OFWlLt.S USE ONLY
First line of add.....
5440 JONBSTOWN ROAD
Second line of add.....
PO BOX 6216
.J j
DATE FILED
City or Post OffIce
HARRISBURG
State
PA
ZIP Code
17112-0216
Correspondent's e-mail address:NI.BLAW@colDcast.net
DATE
Nora F. Blair
5440 Jon.-town Road, Harrisburg, PA 17112-0216
Side 1
L
15056041147
15056041147
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15056042148
REV-1500 EX
DececIenl'I Name:
WITTHOFT. JEAN E
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)................ 5.
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.
8. Total Gross AsseIlS (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 BequestslSec 9113 Trusts for which
an eledion 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
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X ~
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14'i8X8b1e
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
15.
60,634.67
16.
17.
18.
19. Tax Due........................................... .......................................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
L
15056042148
Decedent's Social Security Number
078120176
78,124.30
78,124.30
16,597.86
891.77
17,489.63
60,634.67
60,634.67
2,728.56
2,728.56
[!]
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 05 - 1032
c"
Witthoft, Jean E
STREET ADDRESS
210 South Locust Street
CITY \ STATE iZ'P
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2,728.56
3,700.00
Total Credits (A + B + C)
(2)
3,700.00
3. InterestJPenalty if applicable
D. Interest
E. Penalty
126.56
(3)
(4)
(5)
(5A)
(5B)
TotallnterestJPenalty (0 + 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.
Make Check Payable to: REGISTER OF WILLS, AGENT
126.56
844.88
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
~
~
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.................................................................................. 00
b. retain the right to designate who shall use the property transferred or its income;....................................
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.
[!]
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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. i9116 (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. i9116 (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. i9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is four and on&-half (4.5) percent.
except as noted in 72 P.S. i9116 1.2) [72 P.S. i9116 (a) (1)).
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is twelve (12) percent [72 P.S. i9116 (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.
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH Of PENNSYlVANA
I'lHERITANCE TAX RETURN
RESIDENT DECEDENT
_I FILE NUMBER
21 - 05 - 1032
---~_.~
ESTATE OF Witthoft, Jean E
Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Parse Dental & Vision Refund 353.30
2 Gann- Mowery Motorists Insurance Refund 74.24
3 PSECU checking, savings and money market accounts 44.936.50
4 PSESCIRA 3,723.58
5 PSECUIRA 241.27
6 Medicare Part B Premium Reimbursement 125.20
7 Refund from Home owners Insurance 190.51
8 Commerce Bank Savings 25,944.62
9 Commerce Checking account 210.08
10 1997 Oldsmobile 88 Sedan 4D 2.225.00
11 Personal property 100.00
TOTAL (Also enter on Line 5, Recapitulation) 78,124.30
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sct6ll.E H
RN:RALEXPENSES&
Al:MtSTRA11VECOSlS
COW<<lNWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES1IlENT DECEDENT
FILE NUMBER
21 - 05 - 1032
ESTATE OF Witthoft, Jean E
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES:
1 Auer Memorial Home & Cremation
DESCRIPTION
AMOUNT
1,272.30
A.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Jean S. Zeigler Maria S. Neve
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 2717 Butler Street
City Harrisburg State PA Zip 17103
Year(s) Commission paid 2007
Attorney's Fees Nora F. Blair
3,900.00
B.
2.
4,613.62
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills 8.00+15.00+292.00
Law Journal
Paxton Herald
State
Zip
315.00
75.00
38.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1
Service Oil Company 332.86+250.15
583.01
TOTAL (Also enter on line 9, Recapitulation)
16,597.86
.
SchetUe H
fU1eraI ExpeIIBeS &
Adn'''cdNeCostsconhJed
COMMONWEALTH OF PENNSYLVANIA j
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 05 - 1032
ESTATE OF Witthoft, Jean E
Pennsylvania American Water 38.93+12.15+11.05+11.89+14.43+12.47+10.70
+12.64+13.27+12.62+26.24+13.22+12.03
2
201.64
3 PP&L 18.58+18.93+18.89+17. 72+14. 78+13.40+13.86+14.38+12. 70+11.62+ 206.69
11.04+28.02+12.77
4 Lower Allen Township Sewer & Refuse 85.50+85.50+85.50+85.50+87.50 429.50
5 The State Employees-return of October payment 662.41
6 The Motorist Insurance Group-Homeowners Insurance 253.00
7 Patriot News 5.10
8 I Bonnie K. Miller Treasurer, 2006 Real Estate Taxes 361.17+794.30 1,155.47
9 Jean and John Zeigler for work located at 210 South Locust Street, Camp Hill, PA - 600.00
cleaning property, getting rid of trash, mowing lawn
10 Reserved tior additional attorney fees 1,750.00
11 Executor's expenses - postage, trash bags, travel, cleaning products, long distance 525.00
telephone charges, etc.
12 M&T Bank-Fee for estate checks 12.12
Page 2 of Schedule H
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SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Witthoft, Jean E
\ FILE NUMBER
21 - 05 - 1032
Include unrelmbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
AMOUNT
Pennsylvania American Water
38.93
2 Patriot News
10.56
3 Balogh Becker L TO
257.38
4 PPL
65.28
5 Verizon
55.57
6 Metro Med Services
92.50
7 Susquehanna Internal Medicine
50.26
8 Lower Allen Township Sewer & Refuse
87.29
9 Julie R. Shedlosky D.M.D
120.00
10 South Central Ems
114.00
TOTAL (Also enter on Line 10, Recapitulation)
891.77
REV-1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I.
NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
eJistributions and transfers
under Sec. 9116 (a) (1.2)]
1 Maria S. Neve
PO Box 4940
Incline Village, NV 89450
RELATIONSHIP TO
DECEDENT
Do Not Uat TruAle(a)
I FILE NUMBER - -
21 - 05 . 1032
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
Witthoft, Jean E
NUMBER
Daughter
One-Third of net
estate.
2 Jean S. Zeigler
2717 Butler Street
Harrisburg, PA 17103
Daughter
One-Third of net
estate.
3 Tsani S. Witthoft
3703 Raccoon Valley Road
Millerstown, PA 17062
Son
One-Third of net
I estate.
I
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I 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-15oo COVER SHEET
0.00