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Home My WebLink About04-14-0815056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes em County Code Year File Number Po Box zaosol INHERITANCE TAX RETURN ~ ,~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT - t G ~ ~~`~~ ~' ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 183-07-8426 07/16/2007 01 /25/1917 Decedent's Last Name Suffix Decedent's First Name MI Fridinger ', Esther R (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 Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate _ ._ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received _,,,. 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDE NTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number John E. Fridinger (717) 532-7781 Firm Name (If Applicable) r~ REGIST R OF ILLS SE ONl ~ cy~ E U Q C~ CCf -... First line of address -- ~7 Tm• ~ - ~~ "t7 C ~ ,= i •--1 ~; ; ? %`) _ ?7 r] 16 Renee Avenue ~~?~ - Second line of address ~, : ~ C i - _ __ , City or Post Office State ZIP Code DAT FF ED N - ~? - i~ 7 f - t-r-t ,. , ~ ~ Shippensburg PA 17257 -.i ' Correspondent's a-mail address: Under penalties of perjury, 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. Decta`iation of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG TUR OF PFJ~S N E ONSI E FOR FILING RETURN DATE C~Y- _ 04/14/08 DRESS • 16 Renee Ave Ship~nsburg, PA 17257 (GNAT E OF PREP Ej~ OTHER THAN REPRESENTATIVE DATE 04/14/08 R SS H & R Block 15 Richwalter St Shippensburg, PA 17257 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 REV-1500 EX Page 3 File Number ____ I'lnrne~lnn+~c ('mm~lc4P ~('Ifll'(PCC' Esther R Fridinger STREET ADDRESS 16 Renee Ave CITY Shippensburg DECEDENT'S SOCIAL SECURITY NUMBER 183-07-8426 - -'~ STATE ZIP I PA ' 17257 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 536.00 2. CreditslPaymenis A. Spousal Poverty Credit __ -_____ _ -_._-_ _ B. Prior Payments _ _ _ _ _ ___ __ _ - ___ C. Discount - - - - ----- - _- Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest ____ E. Penalty - - _ -- Total InterestlPenalty (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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 536.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 536.00 Make Check Payable fo: 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 iJo 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? ................ K 3. Did decedent own an "in trust for" or payable upon death bank a:,count or security at his or her death? ............. ^ i,x~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................................... ^ 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 en 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 exempt 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 ch'd is zero (0) percent [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 four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)j. 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. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 15056052059 REV-1500 EX Decedent's Social Security Number Decedents Name Esther R Fridinger 183-07-8426 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. 20,375.00 6. Jointly Owned Property (Schedule F) ~"`;:: Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 7) ..... 8. 20,375.00 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 8,316.00 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 152.00 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 8,468.00 12. Net Value of Estate (Line 8 minus Line 11) ........................... . . 12 11,907.00 13. Charitable and Governmental Bequests/Sec 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. 11,907.00 _" __ 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_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 536.00 16. ' 536.00 17. Amount of Line 14 taxable at sibling rate X .12 17 18. ,4mount of Line 14 taxable _. at collateral rate X .15 , 19. TAX DUE ......................................................... 19. 536.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 1 REV-1508 EX+ (0-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY E5TATE OF FILE NUMBER Esther R. Fridinger ' Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. REV-1511 EX+ (12-99) a SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Esther Fridinger Debts of decedent must tie reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' Fogelsanger Bricker Funeral Home 7,620.00 2. Spring Hill Cemetery for grave excavation 475.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)lEIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Stale Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Zip Zip 221.00 TOTAL (Also enter on line 9, Recapitulation) ~ 8,316.00 (tf more space is needed, insert additional shuts of the same size) REV-1512 EX+ (12.03) [' F. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Esther Fridinger Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. {If more sr.r,e is needed, insert additional sheets of the same size)