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Home My WebLink About06-02-08 --.J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes '. . INHERITANCE TAX RETURN PO BOX 280601 Harrisbur~, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number 2 0 0 7 040 0 Date of Birth 2 0 1 1 6 4 1 6 0 04172007 o 4 2 4 1 922 Decedent's Last Name Suffix Decedent's First Name MI Gambl er H e I e n J (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 o o lliI o 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 0 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 f'-,,) 7 1 7 ~d 4 ~ 4 ~" 5 : - ~-:::c ------'------- .l.::'.:_L:._..' REGIST~~ ~LLS ~ONL~3" t:,:; r;. ~Fn I for"; c.-) 2 05~ N :.;.!;.~-) CJ p~~ :o-t )> 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received lliI o o o 8. Total Number of Safe Deposit Boxes 4. Limited Estate D a v i d H S t one E 5 qui r e Firm Name (If Applicable) S t one LaFaver{Shekl e t 5 k I First line of address 4 1 4 B r d 9 e S t e e t >- 3 9 Second line of address City or Post Office State ZIP Code z:- 0'\ DATE FILED New Cumberl and P A 17070 Correspondent's e-mail address:dstone@stonelaw.net DATE S-"A,-t; Harrisbur PA 17112 DATE -..)..1- -c8 414 New Cumberland PLEASE USE ORIGINAL FORM ONLY PA 17070 Side 1 L 15056041125 15056041125 -.J Cd .-J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: Helen J. Gambler RECAPITULATION 201 164160 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. 39476.7 6. Jointly Owned Property (Schedule F) D Separate Billing Requested . . . . . .. 6. 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) .......................... . 8. 3 9 4 7 6 . 7 1 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 9 7 3 . 0 0 ............... . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1 9 7 3 . 0 0 1 L:. Net Value of Estate (Line 8 minus Line 11) ........................ . 12. 3 7 5 0 3 . 7 1 12:. Charitable and Governmental 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. 3 7 5 0 3 . 7 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.O _ 0 . 0 0 15. o . 0 0 16. Amount of Line 14 taxable at lineal rate X .O~ 3 7 5 0 3 . 7 1 16. 1 6 8 7 . 6 7 17. Amount of Line 14 taxable 0 at sibling rate X .12 0 . 0 17. o . 0 0 18. Amount of Line 14 taxable . 0 at collateral rate X .15 0 0 18. o . 0 0 19. Tax Due ... .......... ......... .......................19. 1 6 8 7 . 6 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D Side2 L 15056042126 15056042126 --.J Decedent's Complete Address: DECEDENT'S NAME Helen J. Gambler STREET ADDRESS 39 Kensington Drive File Number 20 07 0400 REV-1500 EX Page 3 CITY Camp Hill STATE PA ZIP 17011- Tax Payments and Credits: 1 Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,687.67 Total Credits ( A + B + C ) (2) 0.00 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 1,687.67 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) A. Enter the interest on the tax due. 1,687.67 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 ~ c. retain a reversionary interest; or ................................................................................................ D ~ d. receive the promise for life of either payments, benefits or care? ....................................................... D ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. 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. 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 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 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-1508 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Helen J. Gambler FILE NUMBER 20 07 0400 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. ITEM NUMBER DESCRIPTION Inheritance from Virginia V. Gambler Estate VALUE AT DATE OF DEATH 39,476.71 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 39,476.71 REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Helen J. Gambler FILE NUMBER 20 07 0400 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees David H. Stone, Esquire 1,973.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6 Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 1 973.00 (If more space is needed, insert additional sheets of the same size) RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Robert E Gambler Lineal 37,503.71 19 Meadow Run Place Harrisburg PA 17112- 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ ",".""". '"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Helen J. Gambler SCHEDULE J BENEFICIARIES FILE NUMBER 20 07 0400 (If more space is needed, insert additional sheets of the same size)