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Home My WebLink About11-10-0815056041158 REV-1500 EX (Oti-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box zsosot INHERITANCE TAX RETURN 21 0 8 0 7 7 2 Harrisburg, PA 17'Y28-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 06152008 1,0091957 Decedent's Last Name WELLS; Suffix Decedent's First Name MITCHELL (If Applicalale) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix WELLS'. Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW 5pouse's First Name BONITA THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI G MI A a 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) ^X 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trusi _ 8. Total Number of Safe Deposit Boxes ^ (Attach Copy of Will) ^ 10 (Attach Copy of Trust) t f d th dit d l P t C 9113(A) ^ 11 Election to tax under Sec 9. Litigation Proceeds Received . e o ea re a over y ( Spousa . . between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDE NTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JEFFREY A• ERNICO, ESQUIRE ?17-232-5D00 Flrm Name (I1 Applicable) f1ETTE, EVANS & WOODSIDE First line of address 3401 NORTH FRONT STREET Second line of address PO BOX 5950 City or Post Office State ZIP Code _, '; -, ::. -, HARRISBURG PA 17110-0`~~u ~~ -. -~' -.~ Correspondent's a-mail address: J A E R N I C O a~ M E T T E• C O M 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 repro entative is based on all information of which preparer has any knowledge. BONITA, A ~v.WELLS ~--- - - - X ~~-(~~GC~~!,(~~ I 705 CARRIAGE LANE MECHA BURG, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE// ~ Q~ JEFFREY A• ERNICO, ESQUIRE .- ADDRESS 3401 N• FRONT STREET, PO BOX 5950 HARRISBURG, PA 17110-0950 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041,158 6M46473.000 150560411,58 J „~ _._! 15056042159 REV-1500 EX Decedent's Social Decedent's Name:W E L L S MITCHELL G RECAPITULATION 1. Real estate (Schedule A) 1. 0 - 0 0 2. Stocks and Bonds (Schedule B) . 2. Q . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3. 0 , (] 0 4. Mortgages & Notes Receivable (Schedule D). 4. 0 - a Q 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) . 5. ], 5 O 6 0 - 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 - 0 0 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. L 5 O 6 O• 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) . g. 0 , 0 Q 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). 10. Q , Q Q 11 . Total Deductions (total Lines 9 & 10) . 11. Q - Q Q 12. Net Value of Estate (Line 8 minus Line 11) 12. ], 5060 - 00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . 13. Q - Q Q 14. Net Value Subject to Tax (Line 12 minus line 13) 14. 15060 • 00 TAX CONIPUTATION -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.O~ ],5060 • 00 15. 0 • 00 16. Amount of Line 14 taxable at lineal rate X .04 5 0 - []0 16. 0 - 00 17. Amount of Line 14 taxable at sibling rate X .12 Q, Q Q 17. 0- Q Q 18. Amount of Line 14 taxable at collateral rate X .15 Q, Q Q 18. 0- Q Q 19. TAX CIUE 19. 0 • 0 0 20. FILL IN THE BOX 1F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 6M46482.000 15056042159 REV-1500 EX Page 3 Decedent's Complete Address' File Number ~i nn n~~~ DECEDENT'S NAME WELLS MITCHELL G STREET ADDRESS CU(hBERLAND CITY f1ECHANICSBURG STATE ZIP Tax Payments and Credits: 1 Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit Q . Q Q B. Prior Payrrients Q . Q Q C. Discount Q . Q Q 3. Interest/Penalty if applicable D. Interest Q . Q Q E. Penalty Q . Q Q (1) Q • QQ Total Credits (A + g + C) (2) Q . Q Q Total Interest/Penalty (D + E) (g) Q , Q Q 4 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) Q . Q Q 5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter they interest on the tax due. (5) Q • Q Q (5A) 0. B. Enter they total of Line 5 + 5A. This is the BALANCE DUE. (58) Q . Q Q Make Check Payable to: REGISTER OFWILLS, 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? ^ ^X 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? 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. 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 (z~) (1.1) (ii)]. The statute does not exempla 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 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. 6M497r ~-000 REV-1508 EX+ (698) SCHEDULE E COMMON~NEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8r MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER 11 G. Wells Include the proceeds of litigation and the date the proceeds were received by the estate. sN/asno tooo (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Mitchell G. Wells 21 08 0772 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBE DESCRIPTION OF PROPERTY iricuoE rHe WNAE of THE TRANSFEREE, THEIR RELAT1oNSHIP ro DeceDEnrrANO TFEDATEOFTRAfySFERATTACHACOPYOFTHEDEEDFORREALESTATE DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION IF APPLICABLE TAXABLE VALUE 1. EDS Retirement Plan; beneficiary is spouse. 111,175 100.0000 111,175 0 This retirement plan is exempt from PA Inheritance Tax because the decedent was under 59 1/2 year:> of age and was not disabled. 2 EDS X901 (k) Plan; beneficiary is spouse. 81,652 100.0000 81,652 0 This retirement plan is exempt from PA Inheritance Tax because the decedent was under 59 1/2 years of age and was not i disabled. i TOTAL (Also enter on line 7, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) 3W46AF 1.000 REV-1513 EX+(9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mitchell G. Wells ~1 ntt n77~ ~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY -- -- RELATIONSHIP TO DECEDENT Do Not List Trustee(s) -~ ~- AMOUNT OR SHARE OF ESTATE TF~XABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j 1 Bonita A. Wells 705 Carriage Lane Mechanicsburg, PA 17050 2004 Toyota Corolla S, 44,963 miles, good condition Inventory Value: 11,800 2002 Oldsmobile Alero GX, 115,746 miles, fair condition Inventory Value: 3,260 Surviving Spouse 15,060 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N 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 (If more space is needed, insert additional sheets of the same size) 3'J`146AI 1 000 METTE~ EVANS & WOODSIDE A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3401 NORTH FRONT STREET JEFFREY A. ERNICO P.O. sox 5950 HARRISBURG, PA 17110-0950 EMAIL ADDRESS DIRECT DIAL IRS No. jaernicoQmette.com ('717)231-5206 23-1985005 TELEPHOA"E FAX (717) 232-5000 (717) 238-1H16 HTTP://W W W.METTE. CO Vt November 6 2008 .. , ;-, ,._ t ., ~. _- ~~ =o r ~ Glenda Farner Strasbaugh '?? ~, Register of Wills ,~ ` l , - Cumberland County Courthouse ~ . 1 '' V - One Courthouse Square ~-~ `~' ' _`' Carlisle PA 17013 , ~,~ Re: Estate of Mitchell G. Wells File No. 21-08-0772 Dear Ms. Strasbaugh: Enclosed are the following documents: 1. The original and one copy of an Inventory; 2. The original and one copy of REV-1500, Pennsylvania Inheritance Tax Return, I)lus a copy of the cover page of the tax return; 3. A check payable to your office in the amount of $30.00 in payment of your filing fees; and 4. Aself-addressed, postage prepaid envelope for return mail. Please file the original Inventory and Inheritance Tax Return, and forward a copy of the Inheritance Tax Return to the Pennsylvania Department of Revenue. Please return adate- stamped copy of the Inventory and the cover page of the tax return to my attention in the enclosed envelope. Wyomissing Office ~ 1105 Berkshire Boulevard, Suite 320 ~ Wyomissing, PA 19610 ~ Telephone (610) 374-1135 ~ Facsimile (610) 371-9510 rJovember 6, 2008 Page 2 Please do not hesitate to call with any questions. Thank you for your assistance. Very truly yours, _, ~, \ f J' Lisa J. Knode Paralegal to\Jeffrey A. Ernico I JK: Enclosures cc: Bonita A. Wells, Executrix (w/o encs.) sossos~N e, ~ ao _: nNa~ y/~~~ V N ~~ 3c Nr `~ z0~~o {~ `- G ti ra P" ~ c= ~ _ ~_ ~-, ~ ~ > ~: ~ ~_ u. u1 4'1g. `so "s ~' d~ltNil o r ; ,. ~,. i w z o w ~~ 0~3~ ~ ° 0 ~a~~~p'' ~ ao acny-~ zz~ ~ ~ ~ H ~ '-' ~O~Cx+C -+ w w~ ~ a O~~ Wv~~O ''v~ zoaxw WO~z ~ ~ H ww~ ~ ~~" ~ ~ ~ a a ArH W HUH " M ~ 'T_, H pl a aw~ ~ az~ c5xvov O Er c~ o ro ~, .i=fs ~~ _, ~, ~~,-~'~ a f-' ~' ~ .;~ :'o --s -" .~,-