HomeMy WebLinkAbout10-02-0815056041147
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue county Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1
PO BOX.280601 /1t'/ ~q~
Harrisburg, PA 17128-0601 RESIDENT DECEDENT (f~ Q
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
182 22 5606 05 14 2008 06 14 1929
Decedent's Last Name Suffix Decedent's First Name MI
ILE WINIFRED J
(If Applicable) Enter Surviving Spouse's Information Belov
Spouse's Last Name
ILE
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
Suffix Spouse's First Name
ARTHUR
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
MI
D
X^ 1. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ qa, Future Interest Compromise
(date of death after 12-12-82) ^ 5. Federal Estate Tax Retum Required
g Decedent Died Testate
^ (Attach Copy of WIII) 7. Decedent Maintained a living Trust
(Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received
^ 10. Spousal Poverty Credit ((date of death
between 12-31-91 and f-1-95) 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name
JERRY A. WEIGLE
ESQ
UIRE Daytime Telephone Number
717 532 7388
Firm Name (If Appltcable)
WEIGLE & ASSOCIATES, P.C.
First line of address
126 EAST KING STREET
Second line of address
City or Post Office
SHIPPENSBURG
State ZIP Code
PA 17257
REGISTER OFi;1yILLS USE ~.Y
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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 persona representative is based on all information of which preparer has any knowledge.
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19 Middle Spring Road, Shippensburg, PA 17257
TORE OF PREPARER OTHE THAN R PRESENTAT DATE
Jerry A. Weigle Esquire ~ () -'Z-~~
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26 East King Street, Shippen urg, PA 17257
Side 1
15056041147 15056041147 J
15056D42148
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Winifred J. l l e 18 2 2 2 5 6 0 6
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 8 Miscellaneous Personal Property (Schedule E) ................ 5.
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.
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 & 10) .............................._................................. 11.
12. Net Value of Estate (Line 8 minus Line 11) .............................-.......................... 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.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(ax1.2) X .00 0 0 0 15.
16. Amount of Line 14 taxable 0
0 0
at lineal rate X .045 . 16.
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17.
18. Amount of Line 14 taxable
at collateral rate X .15 0 . 0 0 18.
19. Tax Due .................................................................. ............................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
0.00
9,005.20
9,005.20
-9,005.20
-9,005.20
0.00
0.00
0.00
0.00
0.00
Side 2
L 15056042148 15056042148 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21--
DECEDENT'S NAME
Winifred J. Ile
STREET ADDRESS
19 Middle Spring Road
CITY STATE ;ZIP
Shippensburg ~ PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
3. InteresUPenalty if applicable
p. Interest,
E. Penalty
(1) 0.00
Total Credits (A + B + C) (2) 0.00
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box 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 theTAX DUE.
q. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE.
(3)
(4)
(5) 0.00
(5A)
(56) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
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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 ............................._...........................__............................__................ x
d. receive the promise for life of either payments, benefits or care? ........................................................... ^ x^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ................................................................................................................. ^ 0
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? ................................................................................................................ ^ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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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 statutedoes not exemota 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}]. 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+ (2-87J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or
ESTATE OF FILE NUMBER
Ile, Winifred J. 21_
(AI! property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
ALL ASSETS JOINTLY OWNED WITH SPOIISE
TOTAL (Also enter on line 5, Recapitulation) ~ $
(Attach additional 8~/a" x 11" sheets if more space is needed.)
' REV-1151 EX+ (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ile, Winifred J. Y1__
ITEM DESCRIPTION
NUMBER AMOUNT
A. FUNERAL EXPENSES:
See continuation schedule(s) attached I 8,915.20
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Years}Commission paid
2. Attorney's Fees Weigle ~ Associates, P.C. 75.00
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
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs Register of Wills, Cumberland County -Insolvent 15.00
TOTAL (Also enter on line 9, Recapitulation) { 9,005.20
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-11500 Schedule H (Rev. 6-98)
t
Rev-1502 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H-A
FUNERAL EXPENSES
continued
ESTATE OF FILE NUMBER
Ile, Winifred J. 21--
ITEM
NUMBER DESCRIPTION AMOUNT
1 Fogelsanger-Bricker Funeral Home 8,915.20
Subtotal ~ 8,915.20
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98)
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Ile, Winifred J. 21--
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words} ($$$)
Do Not List Trustee s
I~ TAXABLE DISTRIBUTIONS [inGude outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
Not relevant as estate is insolven
Total
Enter dollar amounts for distributions shown above on lines 5 through 18, as appropri ate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS 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 0 00
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule) (Rev. 6-98)