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Home My WebLink About02-25-08 ~+,...~ w ~ :.::Ctn ui!:':: wlll.s,! :z:o~ UflD Ill. C . OFFICIAL USE ONLY I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEAl T1i OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280801 HARRISBURG, PA 17128-0801 ~ z W Q W U W Q DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Rochford, Stephen H FILE NUMBER 21 08 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 0036 NUMBER THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) o 4. Limited Estate 181 o o 2. Supplemental Retum o o o 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy of Tl'U8t) 10. Spousal Poverty Credit (date of death between ~~~...............~~~~~~-~~~~~~~~~~~...............~~~~~~~~~ c " '" ~ ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 01/04/2008 06/27/1925 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) Rochford, Kiyoko A 1. Original Return 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received .~ tnz Ww a::Q a::z 00 Ulll. z o 3 ::) ~ ~ a:: AME Thomas J. Ahrens IRM NAME (If applicable) Ahrens Law Firm, P.C. ELEPHONE NUMBER 717/697-1800 1 . Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 52 Gettysburg Pike Mechanicsburg, PA 17055 (1) (2) (3) (4) (5) (6) (7) None OFFICIAL USE ONLY None () c-;O ".: ;:g :rO ~:s.',': [11 I~ ,,:;.-- -:---1 '-, (t3 ::~ C')!-" -) () ::'f~ ,") c: ::-.0 --I None None 8,516.56 None None (8) (9) 5,016.66 (11 ) (12) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax: (Line 12 minus Line 13) (13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax rate, 3,499.90 x .00 (15) or transfers under Sec. 9116(a)(1.2) --.-.-. -~------~.- z .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x i= ~ ---_._----"...._-~- ::) Ill. 17.Amount of Line 14 taxable at sibling rate x .12 (17) :. 8 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ,....." c:::;) = c:o .,., I" OJ N Ul ::2 . ..A.. N c:> 8,516.56 5,016.66 3,499.90 3,499.90 0.00 0.00 Copyright 2000 fonn software only The Lackner Group, Inc. Fonn REV-1500 EX (Rev. 6-00) ~ ....--- Decedent's Complete Address: STREET ADDRESS 2905 Winchester Drive CITY I STATE PA IZIP 17011 Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1 ) 0.00 (2) 0.00 (3) 0.00 (4) (5) 0.00 (SA) (5B) 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Y~I 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?................................................................................................................ ...... 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?...................................................................................................................... D D D ~ ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS 216 Prospect Street Manche~~~,_NH 03104 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Thomas J. Ahrens ADDRESS -flA ~ 52 Gettysburg Pike Mechanicsburg, PA 17055 2-ZI-o? DATE d- J5=-~ DATE DATE 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 3% [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 0% [72 P.S. ~9116 (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 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 0% [72 P.S. ~9116 (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 4.5%, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (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. PERSONALPROPERTV COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rochford, Stephen H ~ FILE NUMBER 21 - 08 - 0036 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 PNC Checking account # 50-0436-3493 8,516.56 TOTAL (Also enter on Line 5, Recapitulation) 8,516.56 .' ..,..."r . SCH3JlI..E H R.N:RALEXPENSES& ADNNSTRAllVE COS1S COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rochford, Stephen H Debts of decedent must be reported on Schedule I. ITEM I NUMBER I FUNERAL EXPENSES: A. FILE NUMBER 21 - 08 - 0036 DESCRIPTION AMOUNT 1. i ADMINISTRATIVE COSTS: I Personal Representative's Commissions I Social Security Number(s) I EIN Number of Personal Representative(s): B. Street Address City State Zip 2. 3. Year(s} Commission paid Attorney's Fees Ahrens Law Firm, P.C. 1,200.00 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Kiyoko A Rochford Street Address 2905 Winchester Drive City Camp Hill 3,500.00 State P A Spouse Zip 17011 Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 84.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Estate notices 217.66 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 15.00 5,016.66 ..- . ~~& l Adn nstI8Ive0JStsconlDJed ~.~. ~-----~. ~=,-==-'c~ ~.=~c=~c~=c~=~c~c-==ccc'T~~~u~~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Rochford, Stephen H 2 PA Inheritance Tax filing fee 15.00 Page 2 of Schedule H .. ---. REV-i5i3 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY I FILE NUMBER 21 - 08 - 0036 RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Do Not Ust T~ustee(S) ESTATE OF Rochford, Stephen H I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Kiyoko A. Rochford 2905 Winchester Drive, Apt. 503 Camp Hill, PA 17011 Spouse All Enter dollar amounts for distributions shown above on lines 15 through 18. as appropria e, 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 ......... ~- -"^R""' _I i' 'Ur _'uV [ ~=(~~C'TE . ,...v!.,) Ga FES 25 P1412: II CLEf )RPHAN - ~ t\.' 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