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Home My WebLink About11-05-08 (2)R`-V-1500 EX If -OOj OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA ~ REV 1500 DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 06 1044 - COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Z TOOME~i' JOHN H 195-16-3106 Q DATE OF DE4TH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE U ! 11/8/1006 8/13/1925 REGISTER OF WILLS W (IF APPLICAELE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Genevieve E. Toomey - - ~ 11. Original Return ~ 2. Supplemental Return 0 3. Remainder Return (date of death prior ro 12-1~-e2' Q~ U aV ~ 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required = 00 U am '~ 6. Decedent Died Testate (Attach copy of Wi ll) 0 7. Decedent Maintained a Living Trust (Atfacn copy of Trust) 1 8. Total Number of Safe Deposit Boxes a 9. Litigation Proceeds Received 10. Spousal Poverty Credit taare or deam De!ween iz-sr-sr a~a ~-i- ssl ~ 1 1 . Election to tax under Sec. 9113(A) ra~.ca~n s~, o, THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z NAME COMPLETE MAILING ADDRE SS w °z i Richard C. Snelbaker 44 West Main Street a rn FIRM NAME (If Applicable) ~ Snelbaker & Brenneman,P.C. Mechanicsburg, PA 17055 O U TELEPHONE NUMBER 717-6<a7-8528 ` 1 Real Estate (Schedule Aj (1) ~ ~~ OFFICIAL USE ONLY ' 2 Stocks and Bonds (Schedule B) (2) 937.70 I' ! 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 i 4 Mortgages & Notes Receivable (Schedule D) (4) ~ • ~~ ~ 5. Cash, E3ank Deposits & Miscellaneous Personal Property 0 00 `r - , _-,-. ~ i (Schedule E) (5) • _ _ - Z ~ C> 6 Jointly Owned Property (Schedule F) ~ 6 ( ) 0.00 ~ ~ -"_ ~~ ~ l ~ _ f l 1- ~ i_~ Separate Billing Requested i C :: I aJ ~ 7 Inter-Vivos Transfers 8 Miscellaneous Nan-Probate Prooertv (71 0.00 . ~ - - ~~, ~ (Schedule G or L) " °+ E- _ Q 8. Total Gross Assets (total Lines 1-7) (8) 937 • 70 - ? X ~ i 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 15 • 00 ; ~- 1 C & Liens (Schedule p (10) Debts of Decedent Mortgage Liabilities ~ • ~~ , , 1 1 Total Deductions (total Lines 9 & 10) (11) 15.0 0 . 12 Net Value of Estate (Line 8 minus Line 11) (12) 922.70 11 3. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been 0 00 made (Schedule J) l13) • I 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 922 • 70 I i SEE fNSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. j Amount of Line 14 taxable at the spousal tax 1 d 9116 2 S ~ ' ~~ x 0 ~ (15) ~ ' ~ ~ z . rate, or transfers un er ec. (a)( ) O j _ ~ a ~ 16. Amount of Line 14 taxable at lineal rate 922 • 70 x 0 45 (16) 41.52 a 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00 O U 1 B. Amount of Line 14 taxable at collateral rate ~ • 00 x .15 (18) 0.00 X , ~ 19 Tax Due (1g) 41.52 • " • • • z o I-J > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W4645 1.000 Decedent's Complete Address: 1 Park Road, Silver SprL.nq "_'wp Cumberland Coun SIT Mec'rlani.csburq Tai: Payments and Credits: 1 Tax Due (Pace '', Llne 19) 2 credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interes± E. Penalty 0.00 0.00 0.00 /. h X~X~~ 0.00 STA ~ .ZIP - PA _?C50- C1) 41 . Total Credits (A + B + C j «) ;; . 0 0 Total Interest/Penalty (D + E) (3) _~ , yto ~~X 4. If Line 2 is greater than Line 1 + Line 3; enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund l4) 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. (5A) 0.00 (5> 44.98 X~X~:~K 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 44 .98 ~~ 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; . C' b. retain the right to designate who shall use the property transferred or its income; . -J c. retain a reversionary interest; or d. receive the promise for life of either payments, benefits or care? I_; 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? . C~. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties o` oer;pry. I declare that I have examined this return, lnclutling accompanying schedules and statements. antl to the bes! of my knowledge and belie` it is true, correcyand ~o plete DeclaraCion of p ~eparer other than the persoas~ recresentative is bzsed on all Information of which preparer has any knowledge. !.l Toomey, Exehsl~or 909 16th Street, New Cumberland, PA 17C70 //~ ~ O~ Richard C. Srielbaker, ESCjulre 44 west Main street, Mechar.icsburg,PA 1'7055 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 3'% [72 P.S- ~ 9916 (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 0 % [72 P.S. ~ 91 16 (a) (1 1) iii)) The statute does nct 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 0% [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 benefciaries Is 4.5%, 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 12 % (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 adopiion. 3`/V4646 1 .000 REV-1503 EX+ (6.98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS ~ BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT __ ATE OF FILE NUMBER JOHN H. TOOMEY 21 06 1044 All property jointly-owned with right of survivorship muse be disclosed on Schedule F. I VALUE AT DATE ITEM NUMBER ~ DESCRIPTION OF DEATH 1.AXA 937.70 24.0`.6000 shares of common stock valued at $38.98 per share TOTAL (Also enter on line 2, Recapitulation) ~ g3-, . 70 3W4696 1.000 (If more space is needed, insert additional sheets of the same size) REV-, 5,t EX+(12-99) ~ SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Sc INHERITANCE TAX RETURN ~ ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN H. TOOMEY 21 061044 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ None B. 1 2 3 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4 5 6 7 1 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Register of Wills filing fee for Supplemental Inheritance Tax Return 15.00 TOTAL (Also enter on line 9, Recapitulation), 15 . G 0 swasnc ,.ooo (If more space is needed, insert additional sheets of the same size) FEV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDEPJT DECEDENT SCHEDULE J BENEFICIARIES is I a i t Ut FILE NUMBER JOHN H ~ OOMEY 21 06 1044 I RELATIONSHIP TO DECEDENT AMOUNT OP. SHP,RE ~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)] I 1~ Ronald L. Toomey 904 16th Street I N~=_w Cumberland, PA 17070 IO:ne Third of Residue: 307.57 (Son 307.51 2 Patrick M. Toomey j2765 Nicole Avenue (Kissimmee, FL 34744 i O:ne Third of Residue: 307.57 Son 3G7.57 3 Keith E. Toomey 27 Riverside Avenue Coxsackie, NY 12051 I ~IOne Third of Residue: 307.57 iSon ~ 307.57 i I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVEP. 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 II TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ' S 0 , 00 (If more space is needed.. insert additional sheets of the same size) 3VV46AI 1 .000