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Home My WebLink About06-24-08 (2)15056051058 REV-1500 Ex (D6-D5) OFFICIAL USE ONLY Bureauual Taxes County Code Year FNe Number Po BOX 280601 INHERITANCE TAX RETUR~1 21 ~ 0777 Hamsbug, PA 17128-0601 RESIDENT DECEDENT ' ENTER DECEDENT INFORtIAATION 13ELOW Socal Security Number Date of Death Date of Birth 162-22-1713 08/14/2006 09/11/1927 Decedent's Last Name SufNx Decedent's First Name MI Rhinehart Mrs Lucy ' i K (ff Appllt:ablr+) Enter Surviving Spouse's Infarrnstlorr BNorw I~ Spouse's Last Name 3uf6x Spouse's Fia I t Name MI II Spouse's Social Security Number THIS RETURN MUST BE FILED DUPLICATE NIfTH THE REGISTER O F WILLS flLL INAPPROPRIATE OVALS BELOW i ~ 1. Original Return 2 Supplemental Return 3. Remainder Return (date Of death priorib t2-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) ~i 8. Decedent Died Testate 7. Decedent Maintained a Cluing 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 i 11. Election to tax urxler Sec. 9113(A) hetvreen 12-31-91 and 1-195} (Attach 3Ch. O) CORRESPONDENT - THIS 8ECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDE TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Tblepttone Number Sonna Guerriero j ~ I Finn Name (If Applicable) - REGISTER OE WILLS USE O~ D I ~ ~ Cr. First line of address ', ` 'ice,-- n 1318 Strafford Rd ~', : ~ ~_ _`~~'' ~ I _ --` ~~ Second line of address ~-% n ~~ --p ', r~ ~ ~~ ~ ~ ~ City or Post ONice State ZIP Code ~ .t- DAT~IL~E ~ Camp Hill Pa 17011 '' o Correspondent's e-mail address: Pwg1446~comcast.net under penaltlea m peritrry, I declare that I nave eocamfneci this ream, Ir>chWkrs aooompenying sctadubs and M is true nd rn manta. and to the nest of my krawledge and ballet, . a co of preperer outer then the peraaret repr~entafive k based on aN of vrhiclt preparer tree any knowledge. SIGNA OF PERS BLE FILI RN pA~ ADDRE ~~(~ SIGNATU E OF PREPARER OTHER AN REPRESENTATNE pq-~ ADDRESS PLEASE UsE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~,~ ~ ~,% r-.- i.-~ •:~_, ~ , ~. ~ i ~_ V J 15056052059 REV-1500 EX Decedent's Social Seciulty Number oacw.nr6 Name: Lucy K Rhinehart 162-22-1713 RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. i 0.00 2. Stocks and Bonds (Schedule B) ....................................... 2. ~I 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. I'~ 0.00 4. Mott ( ) gages 8 Notes Receivable Schedule D ............................. 4. ~, 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. i, 46,504.88 g. Jointly Owned Property (Schedule F) != Separate BNling Requested ....... 6. it 1,956.52 7. Inter-Vrvos Transfers 8~ Miscellaneous Non-Probate Properly (Sdredule G) ,Separate BNling Requested........ 7. ~' 8. Total Gross Assets (total Lines 1-7) .................................... 8. ' 48,461.40 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 10,997.51 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................ 10. 5,525.00 11. Total DsduCtlons (total Lines 9 & 10) ................................... 11. 16,522.51 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 31,938.89 13. Charitable and Governmental BequestsfSec 9113 Trusts for which an election m tax has not been made (Sdiedule J) ........................ 13. 14. Net Valw SubJsct to Tax (Line 12 minus Line 13) ........................ 14. ' 31,938.89 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPL.ICABL.E RATE8 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (ax1.2) X .0_ 15. 1g. AmouM of line 14 taxable at lineal rate x .0 45 31, 938.89 1 g. 1,437.25 17. Amount of Line 14 taxable at sibling rate X .12 17, 18. Amount of Line 14 taxable at cdlateral rate X .15 18, 19. TAX DUE ......................................................... 19. 20. FILL. IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: FlN Number 21 20 0777 DECEDENTS NAME DECEDENTS SOCIAL SECURrrY NUMBER Lucy K Rhinehart 162-22-1713 STREETADDRESS 325 Wesley Dr CrfY STATE ZIP Mechanicsburg pa 17055 Tax Payments and Credits: 1. Tax Due (Page 2 line 19) (1) 2. CredBS/Paymenffi a spousal Poverty credit B. Prior Payments C. Discount Tohal Credits (A + B + C } (2) 3. InteresNPenalty if appNcabie D. interest E. Penalty Total lnterestlPenalty (0 + E) (3) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fih In oval on Page 2, Ltne 20 to request a refund. (q) 'i. i(Line 1 + tine 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) a Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 1,437.25 1,437.25 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Y~ ~ a. uetain the use or income of the property irans#erred: .......................................................................................... ^ b. retain the right td designate who shall use the property transferred or rts income: ............................................ ^ c. retain a reversionary interest: or' ......................................................................................................................... ^ d. receive the prom~e for life ~ either payments, benefits or cere? ...................................................................... ^ 2. If death occurred after Decerrther 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Dld 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. annuigr, or other Wort-probate property which corrthins a benefidary designation? ........................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 (!2 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) per+c~rt [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exrennt a transfer tD a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stAl 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. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefir~aries is four and one-half (4.5) percent, 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 decedents sibNngs is twelve (12) percent [72 P.S. §9116(aK1.3)J. 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 SCMEDVLE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Lucy K. Rhinehart 2006-0777 Indude the proceeds of litigation and the date the proceeds were received by the estate. AN property Jointyre>,Nned with right of survivorship must be disclosed on Schedule F. (H more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCMEp1~LE F JOINRY-0WNED PROPERTY ESTATE OF FlLE NUMBER Lucy Rhinehart 2006-0007 Man asset vws made jolrrt wMhin one year of tM dacaderrYs dab of death, h must M reported on Schedule G. SURVMNG JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A' Sonna Guerriero 1318 Strafford Rd Daughter Camp Hill PA 17011 B. C. JOINTLY-ONMED PROPERTY: ITEM NUMBER LETTER Fqt JgNT TENANT DATE MADE JgNT DESCRIPTION OF PROPERTY INCLUDE NAPE OF FINANCIAL nVSTITUTIgV AND BANI(ACCOUNT NUMBER OR SnAnAR IDENTIFYING NUMBER. ATTA_CFi DEFD FOR JOINRY~IELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET x OF DECDS nfrEREST DATE OF DEATH VALUE OF DECEDENTS ntTEREST ~' A' 005/90 PNC Account X513-016-0291 878.18 50 339.09 2 A 07101/95 CD at Sovereign Bank 3,234.86 50 1,617.43 TOTAL (Also enter on line 6, Recapitulation) ; 1,956.52 (M more space is needed, insert addfdonal sheets of fhe same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCIIIEDt~LE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Lucy K. Rhinehart 2006-0777 This schedule must be completed end filed 'rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBE DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~ ~ Life Insurance, Prudent Financial #80 400 642 4,072.76 0 0.00 Life Insurance, Prudent Financial #25 222 637 2,865.94 0 0.00 2. 3. All State Annuity, Advantage Plus AC 1010383A 12,535.68 0 0.00 4. Ameriprise IDS Ltfe Insurance 9310-3082183 24,114.13 0 0.00 5. AmeripriselDS#9310-3082185 8,105.87 0 0.00 TOTAL (Also enter on fine 7 Recapitulation) i ( 0.00 (If more space is needed. insert additional sheets of the same size) REV-1511 EX+ (12-99) scNEOU~E x COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMtNtSTRATNE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lucy K. Rhinehart 2006-0777 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t ~ Parthemore Funeral Home, 1303 Brfdge Street, New Cumberland, PA 17070 8,753.01 2. Funeral Meal, Baughman UMC and Bethany Village 772.50 B. ADMINISTRATIVE COSTS: t. Personal Representadve's Commissions Name of Personal Representative(s) Soda) Security Number(s)/EIN Number of Personal Representative(s) _ Street Address City .State Zip Year(s) Commission Paid: 2- Attorney Fees 1,200.00 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 272.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) ; 10,997.51 (If more space is needed, insert additional sheets of the same size) RE'~1512 EX+ (12.03) c;ot~ar+wfxTt1 of t~snvANw N~l1ERITANCE TAX RETURN R~ot:Nr ntct~NT scNEOU~ ~ DEBTS OF DKEDENT, MORTGAGE LJABIlIT1ES, & LIENS ___ ESTATE OF FILE NUIR3ER Lucy Rhinehart ~~-~~~~ Repot decks inawred by the olsrxderH prior tD deetlr rrhkh rsrndned unWfd as of Nre deb of dalh, hrehrdNg umelmMrad medial expenses. (tF more space is needed, insert addflior~el sheets of the same sits)