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HomeMy WebLinkAbout11-21-08f ,, r ;@t, <;~ r ~- _ r ~,~ :~..~ ;t .~ r. pRrgF f ~J ~ j i~ ~ i ~J l~ ~J ;r ~-- 7 O v ~. 6!/\ cJ ~..;., lG . ~ ...t Register of Wills 1 Courthouse Squaze Cazlisle, PA 17013 Estate of Beverly J. Eisenberger 1825 Wyatt Circle Dover, PA 17315-3679 Dale L. Masters, Executrix C ST,AT L ~ zs -.r G S Subject: I1-TaxRn for Beverly Eisenberger (162-22-4564) November 20, 2008 Deaz Sir or Madam, Enclosed are copies of the estate tax filing for my mother. It is overdue because of severe physical and psychological problems I have been suffering from. I have filled out medical requisition forms should you wish to see my records. My psychiatrist has access to both medical and psych files. The address is as follows: Behavioral Health Services at Edgaz Square 1101 South Edgaz St. Suite A York, PA 17403 Attn: Dr. Muneses ~~s~~ P~EAst S~ti-~ me ~ C~) co~~~a x Eru?i2TX Sl-1c~R T ~u2H'1 - Sincerely, ~o ~'~:; Dale L. h~~xe~trix`'~'.:YS is ~. -'.~.~ !-n N ti _, _i , i ~ + ~'T"~ ~ ~ ' `rte r ~ 25 056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes - - OFFICIAL USE ONLY PO BOX 280601 ~` INHERITANCE TAX RETURN ~°unty Code Year File Number Harrisb ur , PA t7t28.06ot -• RESIDENT DECEDENT 2. I ENTER DECEDENT INFORMATION BELOW - ©~~ ~ O ! S 7 ocial Security Number '' '' Date of Death f ~ 2 ~ ~ ~ s b ~ / ~ Date of Birth / q2`a~ ~ ~53J l `r' Decedent's Last Name .7 8 Suffix Decedent's First Name (If Applicable) Enter Survivin S ' ~ ~ ~ ~ ~ ~ Y g pouse s Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUP LICATE WITH THE FILL INAPPROPRIATE OVALS B REGISTER OF WILLS ELOW 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death O 4. Limited Estate O 4a. Future Interest Compromise (date of Prior to 12-13-82) death after 12-12-82) O 5. Federal Estate Tax Return Required O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec betnreen 12-31-91 and 1-1-95 9113 CO , ) (A) RRESPONDENT - THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CO Name ) NFIDENTIAL TAX INFORMATIONS 0 ULD BE DI TED 7 _ . • 0 D A Z ~ ,C ~ ~ S ' F aytime Telepho~ Number ~ g S ,_, ; } < -> ~ 7, ~ x Firm Name pf Applicable} ' " ~ ~ "~~0 Z r ~ t ~` ~ -? REGISTER 46YWt USE OMLY First line of address -" `O n +: ~ t ~~"7 Q 2 aJr ~. a ~~ ~t"i ~ ~. T1 Second line of address --i r - CT City or Post Office D o ~ F R Correspondent's a-mail address: }J f Under penalties of perjury, I deGare that I have examined this return, including a it is true, correct and complete. DeGaration of preparer other than the personal SJ.CxN~ATURE OF PERSON RESPONSIBLE FOR FILING RETURN schedules and statements, and to the best of my knowledge and belief, e is based on all information of which preparer has anv knrwvi~„e tC ~ 08 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE PLEASE USE ORIGINAL FORM ONLY l._._ Side , 15056051047 15056051x047 J State ZIP Code ~ DATE FILED P ~ 1 73l 53~. ~~ Z5~56L~52a48 RE`J-500 EX Decedent's Social Security Numb e r ' ' ~ ~ ~ ~ ~ / 5 ~` Decedent s Name: RECAPITULATION 1. Real estate (Schedule A) ........................................... .. 1. 2. Stocks and Bonds (Schedule B) ..................................... .. 2 • 3. Closely Held Corporation, Parknership or Sole-Proprietorship (Schedute C) ... .. 3. 4. Mortgages ~ Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ...... .. 5. ,- ~ `~ ~ r .~, . ~ ~. ~' 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property !Schedule G) O Separate Billing Requested...... .. 7. 8. Tota! Gross Assets (total Lines 1-7) .................................. .. 8. p T I ~ ~ ~ i~ 9. Funeral Expenses & Administrative Costs (Schedute H) ............... ... .. 9. 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedute I} .............. .. 10. ( v 2. 't{ '~ 11. Total Deductions (total Lines 9 8 10) ................................. .. 11. ~ ~ Z ~{ `~ . 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ~ . ~ 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Yalue 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, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 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.`; G C~ G 20. FELL tN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 15056052048 25056052048 RE/- i SOG ~X page 3 File Number Decedent's Complete Address: DECEDENT'S NAME (3EV~i~RY T. rxSEntt3ERGE/Z - STREET ADDRESS - - IP~~- wynsr crRc~F CITY - ~gfER STATE _ ZIP ~^ 173js-3~ 5 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments (1) ~ . (j d A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenatty if applicable Total Credits (A + g + C) (2} D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.ta! InteresUPenalty (D + E j (3) 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 en the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) 8 , ~ O Make Check Payable to: REGISTER OF W/LLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: es a. retain the use or income of the ro No P perty 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. !f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate considerations 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) (i.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)J. The statute does n_ of exemat 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}J. 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)J. 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. RE1~15i2 EXi (12.03) coieAtoNwenLni aF t~snv~-tw u~xrt~NC;E rAx t~{>Rtu t:ESroEwr ot:ct~ENr scN~au~ ~ DEBTS OF DECEDENT, MORTGAGE UAB{UTIES, 81 DENS ESTATE OF FILE NUMBER Repot debt htarrred by the decedsrtt prior to death ttddch nmained unpaid ae of the date of death, incW~ny unnrimbwssd nNdical expenses. ITEM NUMBER ~~~~~ VALUE AT DATE 1. C L ,7 L R m cry . /,/.: jL S z aJ G t r Of DEATH iErir-3 cc~3Tr=2 F1ec:' ~- tiyES' r-T«r,~ 1, ' s rG;~I E ~ ~~c r D C. a t`l L ~21lrf'~ sr e t R er' >3 R e~, - v +a u u c :., q; ,- N /,4, j Q/>7N~C,9-2c Ailcai'2MgCy SERitz~c~y CF Er{S';ER+J P~ /#CCT /Y /Ii7~ 1~.~.1s r]• ~~ ~v,r3~x ~-rG3~lr, c~>JC.=uN~r,±,c::c y;-;~'i,/-~35'I .y, E/! Sr' r~FN,JSi3c~;c, Ar»4U..iNil= SERVSCCS, =-uC_ r~tti '~C'?-Ir 3+Z y~.e~~ P•~ r3r~,c ~7, EN~t.~. P~ r7cZ5 ~, Jv'tta T3~o~rn~.-~~,~ CmS r~2AxtSPvr2T ' (G~ :o p .C^^. ~3ux 3~3. lJE4% t3~.c.rr~==~t~, r~ G ' 4t . r7 ~ ~, ~ ~ S r- s n c l~ t L- r* ~ R i< Fu c y ro v-vzcr. ~ 5~-RVrcE CAi r, *r /liYvc~7 yJ 2~~ C2Rt3~~ i `? ~ !'.J 7• vz~r.~ nvF s; e ~.ri C z rn P r{ stt t P,'i- r ~v.l e~t~t. ~3egv7Gip ~,c6.~5 r. i' S ~ c v ~/~ tc. *r 3 G:; y_3~c~.d 3 Y ~ )~, v. t3t;~ (:r'7i3 rf~+'~Sdc ZG~ P4 i7rc4 -7c,~3 ~Em3tR Ft • -~ - - 3~3.~t? ~ r« z~ 5 ~~ ~, rnt ,»6i) SEIZr~rc~5 i2uni ~ t;7-sz~,ls 1 2C.y13 I!?. 5~54.:Ei-IAhiNA ~GL:,vtisrl~P ~.:!H~r 1w/C• CAti'~'(jr7L{1~'j ,'1c+.E'C {I. (iLAnl7'urrt .frrttF(i~wlC= Q TrrtR6lA~c:7YC y•jSSOC 1?CG`TCI x524- c'~G~3i~ ~.?'"f (1t more apace is needed, insert additional sheen of the serve size} TOTAL (Also eater on line 10, Rec~pih-lafion) = f 1 ~ z ~jl rj! ~ REV 1508 EX+ (6-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCNEpULE E CASH, BANK DEPOSITS, 8 MISC. PERSONAL PROPERTY Nude the proceeds of Ihig~on and the date the woce~Q ~ .e....:.~. ~-- .~ ~r ~.....r.... ~_,_.~_ . . FILE NUINBER