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HomeMy WebLinkAbout10-01-0815056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue ' Bureau of Individual Taxes ; +1e. ~ County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 ~~ RESIDENT DECEDENT ~- ~ 08 00379 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201-16-0146 02/01 /2008 07/03/1925 Decedent's Last Name Suffix Decedent's First Name MI Rhine Mrs Audrey M (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 O F 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 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living 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 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 David Knauer Esq (717) 795-7790 Firm Name (If Applicable) e-. '" REGISTER C~lIL.LS USE O~C~ " :'a , f_ : - . _T? t 7 ~~ -_I = First line of address ~ f--t I 411 E Main St = Second line of address _-.. --- `=' -~7 ` ' ~. - r7 - '-- _~ ' City or Post Office State ZIP Code t?Af'!~ r~lt..~a G~ ~, Mechanicsburg PA 17055 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. S~~rN~~r+rrU~RE F` ,P~E ESP E F FILING R TURN DATE AD~/Ep1S~S I / l,'~J~~'f,/p~L,1 1Y~)//A f/~ I X11 SIG RE OF PREPARER OTH ~TH~ REPRESENT VE ~ DATE ,~ C~:~iCJ`~`"~. - I AD SS / ~~~~~ i ' ! I PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 15056051058 ,` _~~~ J 15056052059 REV-1500 EX Decedent's Social Security Number Audrey M Rhine Decedent's Name: 201-16-0146 RECAPITULATION 1. Real estate (Schedule A). .......................................... 1. .. 141,900.00 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. 19,203.00 6. Jointly Owned Property (Schedule F) 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. 146,143.00 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 38,715.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 3,559.00 11. Total Deductions (total Lines 9 & 10) ................................. . 11. 42,274.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 103,869.00 13. Charitable and Governmental BequestslSec 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. 103,869.00 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 _ 1 5. 16. Amount of Line 14 taxable at lineal rate x .0 45 103,869.00 1B. 4,674.00 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. 4,674.00 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 08 00379 Audrey M Rhine STREET ADDRESS 88 Beard Rd DECEDENT'S SOCIAL SECURITY NUMBER 201-16-0146 CITY STATE ~ ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 4,674.00 2. CreditslPayments A. Spousal Poverty Credit _ __ ___ B. Prior Payments C. Discount - _ - Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty Totallnteres enalty + 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) 4,674.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4,674.00 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 :................................................................................... ....... ® ^ 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 ai 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)J. 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-1502 EX+ (6-98) ~' . .v~ . ~` ~' SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Audrey M Rhine 2008-00379 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98j ~~. ~. ~,~ ~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MfSC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Audrey M Rhine BOO $ - O ~~'79 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-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDt~LE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Audrey M Rhine 2008-00379 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) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Audrey M Rhine 2008-00379 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Musselman Funeral Home 324 Hummel Ave Lemoyne PA 17043 4,864.00 2. Harrison's Florist 240.00 ^~ Clergymen Fees 250.00 a. Funeral Luncheon 277.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Streel 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. Settlement Expenses for sale of 88 Beard Rd Enola PA Removal of items and clean up of residence Utilities PPL 174.00 Verizon 95.00 Real Estate Taxes Zip Zip TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 7.186.00 319.00 125.00 22,434.00 900.00 269.00 1, 851.00 38,715.00 REV-1513 EX~ (9-O~j SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Audrey M Rhine 2008-00379 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE t TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.211 1 • Victoria J Heckert 2 98 Fawn Lane Elliottsburg PA 17024 William J Heckert 5030 Turtle Lane Mechanicsburg PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV•1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Daughter Son .50 50 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) iunn nVU-i (o~oo) ro~ neuuuuurt row.. A. Settlement Statement Q T..nc of 1 n U.S. Department of Housing and Urban Development nMR Annrnval Nn 25n9-0?65 (eYnires 11/30/2091 I. QFI-IA 2. QFmHA 3. QConv. Unins. ~ 6. File Number T N FIE 2 7. Loan Number 8. Mortgage Insurance Case Number Tfiis form is fumla ed to give you a statement of actual settlement costs. Amounts paid to ahd by the settlement agent are shown. C• Note: Items marked "(p.o.c.)" were geld outside the Dosing; they ere shown here for infortmelion purposes and are not Inducted In the totals. WARNING: It is a grime to knowingly make false statements to the United States on this or any other similar form. PanelUes upon TitleEXpres3 Settlement System D. NAME of BORROWER: William R. Stansfield and Sheri M. Stansfield E. NAME OF SELLER: The Estate of Audrey M. Rhine F. NAME OF LENDER: The Bank of Landisburg G. PROPERTY ADDRESS: 88 Beard Road, Enola, PA 17025 Silver S rin Townshi x. sETTLEMENT AGENT: PA Real Estate Settlement Services, LLC 54-Alex der Road t lisle P 1'7015 08/18/2008 . SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: R 141 900.00 141 900.00 3 348.50 OB 18 OS 12 31 08 161.74 08 18 06 12 31 08 161.74 OB 18 OB 06 30 09 996..54 08 18 08 06 30 09 996.54 146 406.78 143 058.28 10 000.00 90 000.00 12 564.15 9 870.00 9 870.00 109 870.00 22 434.15 146 406.78 143 058.28 109 870.00 22 434.15 36 536.78 120 624.13 SUBSTITUTE FORM 1099 SELLER STATEMENT: The Information contained herein is important tax infortnatlon and is being furnished to the Internal Revenue Service. If you ere required to file a return, a meQlt4e[]fR. oamaltv.or oMar..a~~x••~.wutba i.n..^caw nnupu_iihis ~~~•••;s•~,••~•e~.t~-b..-.mnene~.,,_...~_~oc.~dm.~.:~,.ve.,~..,. ute~. ~..~...........,..a..~... --- .e_,__...e._.. ~ - - ~.__ ©M&T Ba,Ilk 8560 Ca7lisle Pik®. Suita 500. Mechanicsburg, PA 17050 Page I of l ANI')('A LO1~1G - Re: prod -Date of Death Request From: DATE OF DEATH REQUESTS To: LONG, ANITA Aate: 9/25/2008 8:33 AM Subject: Re: prod -Date of Death Request To: Anita 9/25!2008 Please print a copy for your files. Please find below the date of death balance for: Audrey M Rhine, social security # 201-16-0146 1. Account # 41941209, Balance $8,393.13 + accrued interest $ 0.29 = $8,393.42 total 2. Account # 31003915001166, Balance $10,396.78 + accrued interest $ 13.22 - $ 10,410.00 total Records Management /DOD Unit M&T Bank- "Understanding what's important." ~~CI d U~tl bC ~ l 1 flH1, SOJ~-~~-d~~