The URL can be used to link to this page

Home My WebLink About06-25-08 15056051058 REV-1500 EX ( -05) OFFICIAL USE ONLY PA Department of Revenue County Year File Number Bureau of Individual Taxes ~ INHERITANCE TAX RETURN - I - -- I ~ PO BOX 2sosol Harrisburg, PA 17128-0601 0917 RESIDENT DECEDENT 21 o7 ENTER DECEDENT INFORMATION BELOW Social Security Number - __ Date of Death Date of Birth __ 284-14-2700 ~i, July 6, 2007 November 22, 1921 ---- Decedent's Last Name _____ Suffix Decedent's First IVame MI __ -- - Corlett I ', 'I Mr. William ! S. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Corlett 'Mrs. .Elsie R. Spouse's Social Security Number __ THIS RETURN MUST BE FILED IN DIIPLICATE WITH THE 290-20-38x5 REGISTER OF VtiIILLS FILL IN APPROPRIATE OVALS BELOW 11 1. Original Return c~ 2. Supplemental Return c~ 3. Remainder Return (date of death prior to 12-13-82) - 4. Limited Estate c~ 4a. Future Interest Compromise (date c~ 5. Federal Estate Tax Return Required of death after 12-12-82) 11 6. Decedent Died Testate c~ 7. Decedent Maintained a Living Trust 0 8. Dotal Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) c~ 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (date of death c~ 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number S. Berne Smith, Esq. 717-737-6789 Firm Name (If Applicable) S. Berne Smith Attorney-at-Law ' REGISTER OF WILLS (~'E ONLY _ _.. . C 7 First line of address _ ', ~_ n `"`' ~ -t 107 N. 24`h Street it ~~ .. '' Second line of address r- f~'> - - ; Cs"i ~_~ t~- . ~ ~~ - City or Post Office State ZIP Code -J ~--=~ --- - _„~ _ _I Camp Hill ' PA 17011-3602 }' i C.a3 Correspondent's a-mail address: Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERS ESPONSI F FI I URN Elsie R. Corlett ~,~/J/t-E' - ~A~ fi7 /' Q ADDRESS C/o Carol Corlett Howard, 2225 N. 3rd Street, Harrisburg, PA 17110 SIGNATURE OF PREPARERQTH~ THAN REPRESEN A jj JJ ~ DATE y Q,,`„~~ S. Berne Smith //.. 1~ e~/i ~j /Zoo & ADDRESS 107 N. 24`h Street, Camp Hill, PA 17011-3602 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Name: William Corlett - - _- - RECAPITULATION 1. Real estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) c~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~~ Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13 Charitable and Governmental Bequests/Sec 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) TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or Decedent's Social Security Number ?84-14-2700 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. __ ~_ __ 12. 13. 14. $0.00 $7,080.84 $0.00 $0.00 $6,848.96 $0.00 $0.00 $13,929.80 $3,715.00 $144.22 $3,859.22 $10,070.58 $0.00 $10,070.58 transf1r2 un d er Se c. 9116 $10,070.58 $0.00 ) ( O 15 (a)( ) 16. - _. Amount of Line 14 taxable at lineal rate X 0, 16. $0.00 17. F - Amount of Line 14 taxable at sibling rate X .12 17. I $0.00 18. Amount of Line 14 taxable I at collateral rate X .15 ~ i 18. ___ $0.00 19. TAX DUE 19. $0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~ Side 2 15056052059 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21iL 07 ,,,,.0917 DECEDENT'S NAME William Corlett DECEDENT'S SOCIAL SECURITY NUMBER 284-14-2700 STREET ADDRESS 51 Fort Street CITY Lemoyne STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) $0.00 2 Credits/Payments A. Spousal Poverty Credit B. Prior Payments __ _ -_ C. Discount Total Credits (A + B + C) (2) $0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) $0.00 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) $0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) $0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) $0.00 Make Check Payable to: REGISTER OF WILLS, ~4GENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN TIDE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No 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 "intrust 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? ^ 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. §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 us,e 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 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 beneficiaries is four <'~nd 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 decedent's siblings is twelve (12) percent (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. REV-t 503EX ~ (6-98) }` ~~ SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BON DS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William Corlett FILE NUMBER 0917 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Key Corp (KEY) - 98 shares common stock @ $33.88 per share = $3,320.24 2. PraxAir (PX) - 38 shares common stock @ $69.60 per share = $2,644.80 3. Dow Chemical (DOW) - 28 shares common stock @ $39.85 per share = ~ $1,115.80 TOTAL (Also enter on line 2, Recapitulation) ~ $7,080.84 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) ;,z SCHEDULE E Q ~+~+ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, Q MCC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF William Corlett FILE NUMBER 0917 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Sovereign Bank Money Market Account # 1054168113 $6,848.96 TOTAL (Also enter one line 5, ulation) $6, 848.96 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+00.08) F COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF William Corlett FILE NUMBER 0917 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Musselman Funeral Home $741.00 2. Luncheon at church following funeral $504.00 3. Obituaries publication $638.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State lip Year(s) Commission Paid: 2. Attorney Fees - S. Berne Smith, Esq. $1,600.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State lip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Estate Notices in the Sentinel and the Cumberland Law Journal $217.00 8. Filing Fees $15.00 TOTAL (Also enter on line 9, Recapitulation) ~ $3,715.00 (If more space is needed, insert additional sheets of the same size) REV-1512 E%+ (12-03) ,,~~ SCHEDULE I DEBTS OF DECEDENT, COMMONWEALTH OF PENNSYLVANIA MORTGAGE LIABILITIES, & LIENS INHERITANCE TAX RETURN RFCIf1F NT f1F(`FIIFAIT ESTATE OF William Corlett Record debts incurred by the decedent prior to death which remained unpaid as of the date of death, ITEM NUMBER Medical DESCRIPTION FILE NUMBER 0917 unreimbursed medical expenses. TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT $144.22 $144.22 REV-1513 EX + (9-00)) y: y SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF William Corlett FILE NUMBER 0917 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and I transfers under Sec. 9116 (a) (1.2)] Elsie R. Corlett, Clo Carol Corlett Howard, 2225 N. 3rd Street, Harrisburg, PA 17110 Wife All of it 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 NOl-BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART f{ -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00 (If more space is needed, insert additional sheets of the same size) z: . ,:' ~ ~. y ., ~, f ., ~{. ,, th ~. :~ _. r ~ '; a - 7~ ~ ~:~ r~.~ tt~ N ~ `~ a k d N t I '` _ ~, ;, i ~~ __ ~~ ~ 7 ~ ~ C> ~ ~ O~~_, _. ~~~' JQ ~ -1.- ~ ~ U2~~ ~ ~ _ ~ ~ ~ ~ W ~ t ~ I.n N w\ `' L v 1 a ~, r ~~ ~ "`r1 ^~ s -#- ~ !~ Q ,h °~, ~ M1 l \J` f- •