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HomeMy WebLinkAbout08-05-08J 15056051058 REV-15 0 0 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box zaosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 07 01145 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 152-30-3104 08/23/2007 01 /22/1938 Decedent's Last Name Suffix Decedent's First Name MI Farkas Edna (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 THIE REGISTER OF WILLS FILL INAPPROPRIATE 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 Talc Return Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 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 unc;ler 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 SHOULID BE DIRECTED TO: Name Daytime Telephone Nt;rrlber Shaun E. O'Toole (717) 695-0389 Firm Name (If Applicable) ` REGISTER ~~ WILLS USE ONLY First line of address r ~ ' ' 401 North Second Street ~, Second line of address City or Post Office State ZIP Code oai~ Fll`eD %,-; ~_ Harrisburg PA 17101 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. Declaration of preparer other than the personal representative is based on all information of which preparer tias any knowledge. SIGNAT OF PERSON RESP LE FOR FILING RETURN rDAfE RESS - - - _ __ - 401 North Second Street, Harrisburg, PA 17101 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DAfE ADDRESS ___ -__ PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 15056051 C-58 <~ 15056052059 REV-1500 EX Decedent's Social ;iecurity Number Edna Farkas 152-30-3104 Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) . .......................................... .. 1. 0.00 2. Stocks and Bonds Schedule B 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 8991 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 0.00 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 89.91 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 2,146.30 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) .............. .. 10. 13,564.61 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 0.00 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 0.00 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. 0.00 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 0.00 17. Amount of Line 14 taxable at sibling rate X .12 17. 0.00 18. Amount of Line 14 taxable 0 00 at collateral rate X .15 18. . 19. ..................................................... TAX DUE .. 19. ... 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1.5056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 07 01145 E Edna Farkas -- -- _ - STREETADDRESS 64 Horsekiller Road __ CITY Shippensburg DECEDENT'S SOCIAL SECUF;ITY NUMBER 152-30-3104 STATE.... ?IP __ ~ PA - 17257 J Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit ___ _ ___ B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits (A + B + C) (2) Total InterestlPenalty (D + E ) 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. 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 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (56) Make Check Payable to.' REGISTER OF WILLS, AGENT 0.00 0.00 O.GO O.GO 0.00 O.GO 0.00 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 :.................................................................................... ...... [~ ~x b. retain the right to designate who shall use the property transferred or its income : ...................................... ...... ^ ^K 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 c•~wn 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 t!ne 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 requiremeni:s 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-0ne 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 and one-half (4.!i) 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-1508 EX+ (6-98i Y COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCFIEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Edna Farkas :?007-01145 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. (If more space is needed, insert additional sheets of the same size) ©~ :;~ e3i~ rip; .r~ ,.~.. °`. . 98f2f35704 M&T CS,ASSIC CHECICINQ W/INTEREST EDNA F FARKAS ACC~[7A1'T ACTTVITY .,: .:, :: e: .: AUG.03-SEP.OZ,Z007 2 OF 2 S~ . .. . . . . ., . .. . E 78b`p13B +O~ ! S ..... ..,.. ..ti. .. ... ... .. l .., :......:....:. :. . ........: ..... :.... c..........:.. ..,. Yt1'K~• ..P.'11Yf1Tt:Paz::~~.tt:v:..i,:,..:i. :&i`lf`.. >~:Sf./8LR1L'~5.. ? '."\;i .E82:z>iyy:;: WAL~MART 1lS3SB SHIpPENSHVRG PA oe-1B-07 POS ATM FEE 0.50 995.62 08-17-07 MST ATM CASF{(4YTFIDRAWAL ON OB/17 400.00 CRRLSLE 622,1900 RITBER HWY,CARLISLE,pA 08-17-07 HENS ARC PxT CF~CKPAYMT 000000000000199 271.18 Os-17-07 OLD RAVY CHecxPAYMT OOOOOOO00oo019B 30.D0 08-17-07 CF~C3C NoNAER 0197 25.99 269.00 09-22-07 PVRCAAfiB ON 08/21 47.58 7PAL-MART 112574 CARLISLE PA 08-22-07 POS ATb{ PEE 0.50 220.92 08-23-07 BALANCE INQUIRY F8E OD1 08/23 2.00 carntronics ccaf6 WE9TMIN3TER nRCARLI9LE PA 08-23-07 ATM CASH WITtflIRAViAL ON 08/23 102.00 Cardtronica CC2d6 W83TMINSTER nRCARLI3LE PA OB-23-07 EFT SERVICE CHAR©8 2.00 08-23-07 ROrCTER•3 PARK STORE K35HZPPEN$8T1RC 25.01 89.91 09-02-07 INTEREST PAYMENT 0.01 89.92 HAiDIISG BALANCE SB9.92 ... :::J {':': f::1 `: .., .. . f>:. :: Ro 2:~ ~i'> .5~~ tk'1<•: GE[Yk1GS> FiFEHz~ 193 08-1f-07 46.23 195` 08-16-07 231.f6 196 08-16-07 273.70 197 De-17-O7 25.44 201* 08-15-07 ed.33 203* 08-19-07 48.23 AWNUAL PHRCENTAOE YIELD EARNED .. 0.03 ~ REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Edna Farkas 2007-01145 l~bts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION _ AMOUNT A. FUNERAL EXPENSES: 1 Hoffman-Roth Funeral Home & Crematory, Inc. 1,614.30 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 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 State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Zip Zip TOTAL (Also enter on line 9, Recapitulation) ;6 (If more space is needed, insert additional sheets of the same size) 500.00 32.00 2 ,146.30 REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF 1=1ILE NUMBER Edna Farkas 21-ia7-1145 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size)