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Home My WebLink About07-28-08n 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN ~I U`~~ rl ~~~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~~ V ENTER DECEDENT INFORMATION BELOW 12/19/2007 03/05/1913 Decedent's Last Name Suffix Decedent's First Name MI Collins Mrs Margaret F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number MI 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 ~:: Aa. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate t":"? 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 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 Carl G. Wass (717) 232-7661 ~ Firm Name (If Applicable) `~- ~ ~' jUSE O REGISTER OF WiLt NL1L Caldwell & Kearns, P.C. ~ ~'' _~ c~ ~- r-- First line of address -: _. r-- a--~ rr; _ N ~ 3631 North Front Street , -; ~ ; -t~ -~ _... Second line of address _ .__ ~" -p ---t N ~ . . City or Post Office State ZIP Code DATE FILED. "~ Harrisburg PA 17110 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 has any knowledge. SIGNATURE OF PE SON RESPONSIBLE FOR FILING RETURN ATE __ t''r'al' _ ~ --- ------------ G _/~C D ~~ ---- ADDRESS _302 E. Meadow Drive, Mechanicsburg, PA 17005 __ _ SIGNATURE OF PREPARER OTH~THAN RE RESENTATIVE ATE ADDRESS 3631 North Front Street, 15056051058 PA 17110 PLEASE USE ORIGINAL FORM ONLY Side 1 Z3 b 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number Mafg2f@t F Collins ' s Name: Decedent __ 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. 1,232.12 6. Jointly Owned Property (Schedule F) C.e: _:~ 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. 1,232.12 9. Funeral Expenses 8 Administrative Costs (Schedule H) .................. ... 9. 625.0 10. Debts of Decedent, Mortgage Liabilities, & Liens {Schedule I) . . ........... ... 10. 11. Total Deductions (total Lines 9 & 10) .................... . ........... ... 11. 625.00 12. Net Value of Estate (Line 8 minus Line 11) ..... . ..................... ... 12. 67.12 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. 6U7.12 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 16. 27.32 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 27.32 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: File Number , DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Margaret F Collins _ 184-38-1933 STREET ADDRESS Green Ridge ViNage 210 Big Spring Road CITY STATE ZIP Nevwille PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments _ C. Discount Total Credits (A + B + C) (2) 3. InterestlPenalty 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) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 27.32 (5A) (56) 0.00 27.32 27.32 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 :................................................................................... ....... ^ 0 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 "in trust 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 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 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 (4.5) 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)]. 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. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Collins, Margaret F. 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) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIpENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Collins, Margaret F. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t Funeral expenses prepaid z. Martha Collins-post-funeral luncheon 150.00 s. Debra Reindollar -reimburse -funeral stipend 75.00 a. Beth Giovaniello -reimburse -funeral stipend 75.00 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 Streei 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), $ (If more space is needed, insert additional sheets of the same size) 300.00 25.00 625.00 REV-1513 EX+ (g-00) ~ , SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Collins, Margaret F. RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 ~ Sylvia Stone, 302 E. Meadow Drive, Mechanicsburg, PA 17055 Daughter 115.96 2 Sarah Stevens, 135 S. 31 Street, Camp Hill, PA 17011 Daughter 115.96 3. Lois Bliss, 34 Truman Street, Palmyra, PA 17079 Daughter 115.96 4. Richard Collins, 6315 Plne Street, Harrisburg, PA 17112 Son 115.96 5. Delphin Collins, 245 Lincoln Street, Steelton, PA 17113 Son 115.96 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18, AS APPROPRIATE, ON RE V-1500 COVER SHEET 11 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTfONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) JAMES R. CLIPPINGER CHARLES J. DENARY. III JAMES L. GOLDSMITH P. DANIEL ALT LAND JEFFREY T. Mc GUIRE• STANLEY J. A. LASKOWSKI DOUGLAS K. MARSICO BRETT M. WOODBURN DAVID J. LANZA ELIZABETH H. FEATHER KAREN W. MILLER •BOARD CERTIFIED CIVIL TRIAL ADVOCATE CALDWELL &KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7110-1 5 3 3 July 25, 2008 OF COUNSEL RICHARD L. KEARNS CARL G. WASS JAMES D. CAMPBELL. JR. THOMAS D. CALDWELL. JR. (1928- 2001) 717-232-7661 FAX: 717-232-2766 thefirm~caldwellkearns. com Glenda Farner Strasbaugh, Register of Wills cry Cumberland County Courthouse ~ ._ ~-, ~ ~ ~_ One Courthouse Square '_' c~ ' r~- Carlisle, PA 17013-3387 , ~ .- "' __ .- cn _ , Re: Estate of Margaret F. Collins ~; ~ -~, ~~ - Orphan's Court Division No. 21-08-0706 ~ - N ~' (V Dear Register of Wills Strasbaugh: J Enclosed herewith please find the original and three copies of a Pennsylvania Inheritance Tax Return with regard to the above-referenced "Small Estate". Please accept the original and copy hereof for your purposes and for those of the Pennsylvania Department of Revenue. Please time-stamp the two remaining copies and return both of them to the undersigned in the enclosed, self-addressed, stamped envelope. A check in the amount of $27.32, representing payment of the inheritance tax, is enclosed. Also enclosed is a check in the sum of $15.00, representing the file fee required for the Inheritance Tax Return. Thank you. Very truly yours, DICTATED BUT NOT READ Carl G. Wass CALDWELL &KEARNS CGWah Enclosures 136078 ~ t."^ ¢.~ ~ .. %:F" ~.. ,r ;,~'•. :~`.~,, , ~~ tI~ =. w ~' W~~ N ~ o~ ~ 4 ~ ~' z ~ ~ ~ ~ ~ WZm 1~ t~U 4 pm= 4 N ,.. 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