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Home My WebLink About12-10-08J 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes ~ County Code Year File Number PO BO%280601 INHERITANCE 7AX RETURN Harrisburg, PA17t28-0601 - RESIDENT DECEDENT 21 OS 00899 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 209-26-9363 03/24/2008 03/25/1934 Decedent's Last Name Suffix Decedent's First Name MI Satchel) .Winifred T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI na Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 1. Original Return 2. Supplemental Return _. 3. Remaintler Return (date o(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. Decetlent Died Testate 7. Decetlent 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 (dale of death .... 11, Election to tax untler 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 i0: Name Daytime Telephone Number Vicki L Stirkey (717) 705.8198 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY '. First line of address N O '.. n m - 1508 Spring Rd. O 5-~ci rn ~~ z: 7 c-~ ~' Second line of atldress ~ !}'. m - t i=1 .._ p (~ 7 :~;.~ r "~ City or Post Office DATE F4y[0 ~ ~ g' State ZIP Code - - l .r ~ . ~~ r`~ Carlisle PA 17013 -~ _ ' ..1, rJ7 Correspondent's a-mail address: Under penalties of perjury, 1 declare that I have examined this return, inclutling accompanying schedules antl statements, and to the best of my knowledge and belie(, it is true, correct and complete Declaration of re r r th th h . p pa e o er an t e personal representative is based on all inbrmation of which preparer has any knowledge SIGNATURE ` PER ON RESPONSIBLE FOR FILI NG RETURN DATE ~ ~- ~ 11/29/08 AnnRFSC _. - ._ - --_. _.. 1508 Spring Rd. Carlislei9~A SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 V _ 15056052059 REV-1500 EX Decedent's Social Security Number oe~eaenrs Name Winifred T Satchel) 209-26-9363 RECAPITULATION .. _.. _. 1. Real estate (Schedule A).......... _ ................................. L ' 0.00 2. Stocks and Bonds (Schedule B) ... _ .................................. 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages 8 Notes Receivable (Schedule D) ....................... _ . 4. 0.00 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .... ... 5. 1,424.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. 0.00 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) .:". Separate Billing Requested..... ... 7. 0.00 8. Total Gross Assets Qotal Lines i-7). . ... . . ... . . .. . 8. ' - 1,424.00 9. Funeral Expenses 8 Administrative Costs (Schedule H) 9 ........ 1 ,755.00 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............. .. 10.. 1 728.00 11. Total Deductions (total Lines 9 8 10) ................................. .. 11. 3,483.00 12. Net Value of Estate (Line 8 minus Line 11) ........... 12 13. ................. Charitable antl Governmental Bequests/Sec 9113 Trusts for which .. - 0.00 - - an election to tax has not been made (Schedule J) ...................... .. 13. 0.00 14 Net Value Subjec[ to Tax (Line 12 minus Line 13) ................... .. .. 14. 0.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 - (a)(t2) X 0_ 0.00 15- 0.00 i6. Amount of Line 14 taxable - at lineal rate X .0 _ 0.00 16 0.00 17. Amount of Line 14 taxable - at sibling rate X .12 0.00 17 0.00 18. Amount of Line 14 taxable - at collateral rate X .15 0.00 18. 0.00 19. TAX DUE ........................ . ...... .......... ....... ...... .. 1s. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side2 L. 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 oB oossq DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Winifred T Satchels _____ _ __ ___2_09-_2.6_-9363 __ - - -- - - -- STREETADORESS - - - -~ 1000 Claremont Rd. -- --_--- CITY .-.- __ _ _ _-_ STATE _.~ZIP -_.._ Carlisle ~ pA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 0.00 A. Spousal Poverty Credit _ _ _ _ B. Prior Payments C. Discount -"-- -- - TotalCredits(A+g+C) 3. InteresVPenalty if applicable (p) 0.00 D. Interest E. Penalty - _.. - ----- - Total InteresVPenalty (D + E) 4. IF Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 0.00 Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greaser than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS i. Did decedent make a transfer and: Yes No a. retain the use or income of the property trans(erred;.._ .............................................. .. b_ retain the right to designate who shall use the properly transferred or its income _ c. retain a reversionary interest, or._ _.....,.... __......,., [ J ~] d. receive the promise for life of either payments, benefits or care?............_ ............._.._........................ ........._.. ^ 2. If death occurred after December 12, 1982, did decedent transfer propedy within one year of death without receiving adequate consideration? _ ..............._..................................... ^ 3. Did decedent own an "in trust far" or payable upon death bank account or security at his or her death?.. ......_.... ^ ^z 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 o(Ihe surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. Far 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 172 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemol a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and (ding a tax return are still applicable even if the surviving spouse is the only benefciary. For dates of death on or after July 1, 2000: The lax 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 (he net value of transfers to or for the use of the decedent's lineal benefciaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) 172 P.S. §9116(a)(1)]. The lax 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. REV-1511 EX+ (12-99) ~ SCHEDULE M COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Winifred T. Satchel) 21-08-0089 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ Hetrick Funeral Home 756.08 Francis Funeral Home 625.00 Flowers 115.00 Minister 100.00 Soloist 100.00 B. ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City Stale Year(s) Commission Paid: 2. Attorney Fees 3. family Exemptio¢ (Ir decedent's address is not the same as claimant's, attach explanation) Claimant Street Atltlress City Slate Relationship or Claimant to Decetlent 4. Probate fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. zip Zip 59.00 TOTAL (Also enter on line 9, Recapitulation) I $ 1 ,755.08 (If more space is needetl, insert additional sheets of the same size) REV-i 5C8 EX+ (6-99) ~? COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Winifred T. Satchel) 21-0800899 Inclutle the proceeds of litigation antl the date the proceeds were received by the estate. to more space Is neeoeq Insert atltlltionaf sheets of the same size) REV-1512 E%~ (12-07) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF FILE NUMBER Winifred T. Satchel) ~, nannra~n neyvn aeocs mcurretl py the tlecetlent prior to tlealh which remaineA :mmm~ ~~ ~r the a,re „<...,.~.:.._:...:__ .._._:_...___. __.~__-, m ~~:~:~ ove~e m neeueu, nlsen acmnonal sneers of the same size) (~ ~J ~_ .~ (yb -`W h L ~~ r 1 ~~ .gyp e\ V °' ~` ~:, ~ ~ ~~ r ti r *.,...i::. v,JY