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Home My WebLink About12-17-08 J 15056051058 REV41500 Ex ct~-os) OFf-ICY1L t1$E auY w+oeperetlerlt of I~e~,tte 8treau of k+ditridttal Ttuces Courtly Code Year FIe Wttmbe- PO Box 2801 INHERITANCE TAX RETURN tbu9,Pr!-nt~-gsD1 RESIDENT DECEDENT a\ 6~S ~'Z3~ ENTER [91ECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 162-22-6292 10/14/2008 10/11/1927 Owcadertt's Last Name Sufrtx DeoedeM's First Name MI Reedinger Helen R (11 Applicable) Erttler Surviving Spouse's IMornratiort BNow Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS NETURN $T BE F1L,ED IN q~PLICATE YliITH THE RGtSTER OF WIt,.~S F1L! IN APPROPRWTE OVALS BELOW ~ 1. Original Retum 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82} 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust} 9. Litigetion Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) V VKriESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUt,L TAX INFORMATION SHOULD BE WRECTCD T0: Name Daytime Telephone Number Carolyn L. Wolfe (412} 551-10~ ~ - Firrn Name (If Applicable) ~ c ~ -, , =~ REGISTER C~F~.LS USE ~Y ~ - ~ i7 -= -- ri l x (-} C'7 t: '' - First fine of address t ~,. r- -- -' - ' 201 Warrendale Road ~ =-> ~_ -' '~' Seegrtd Ilrte of address ; ~ y - ,' -s _ . y D ~ , G? City or Post Office State ZIP Code DATE FILED t.!'1 Mars PA 16046 Correspondent's a-mall address: aust153Ei4@notmau.com 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, 8 is true, correct and complete. Dedaratan of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIf3N/~¢IRE OF PERSOp/ RESPONSIBLE FOReFILING RE7tIRW 201 Warrendale 1~6ad, Mars, PA 16046 U SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 15056051058 t. u '~ .~ q ,.y„ ,~ 15056052059 REV-1500 EX Decedent's Social Security Number Decedent's Name: 162-22-6292 RECAPITULATIO N 1. Real estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sde-Proprietorship (Schedule C) ... .. 3. 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 6. Jointly Owned Property (Schedule F) _ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Pro ert p y (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, 8 Liens (Schedule 1) .............. .. 10. 11. Total Deductions (total Lines 9 8 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, or transfers under Sea 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 9,849.65 17 18. Amount of Line 14 taxable at collateral rate X .15 , Q 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 0.00 0.00 0.00 0.00 13,729.23 13,729.23 3,681.93 197.65 3,879.58 9,849.65 9,849.65 1,181.96 1,181.96 15056052059 ~. ii ~. REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME Helen R Reedinger DECEDENTS SOCIAL SECURITY NUMBER STREETADDRESS 162-22-6292 231 York Road, Apt. A cITY Carlisle srATE ZIP PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments 1,181.96 A. Spousal Poverty Credit B. Prior Payments C. Discount 59.10 3. Interest/Penalty if applicable Total Credits (A + B + C) (2) 59.10 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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) 1,122.86 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,122.86 Make Check Payable to: REGISTER OF WILLS, AGENT I 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? ...................................................................... ^ 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? ................................................. ^ ....................................................................... IF THE ANSWER TO ANY OF THE ABO~IE 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 (a) (1.1) (ii)]. The statute does not 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 benefiaary. 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 transflers 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 leapt one parent in common with the decedent, whether by blood or adoption. t - ~ REV-1511 EX+f12-991 I 1 SCNEpt~LE M COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN RESIDENT DECEDENT A~N-~pJ~~'Rq'~'ryE COSTS ESTATE OF Helen R. Reedinger FILE NUMBER Debts of decedent must be r~wrted on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES:' AMOUNT 1' Ronan Funeral Home 3,155.88 2• Bamitz United Methodist Church 200.00 s. Reverend Richard Robertson 50.00 a. UHaul 197.32 5. Sheetz -Gasoline for UMaul 54.89 6. Verizon Wireless -Cell phone Charger 23.84 B. ADMIMSTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Soaal Security Number(s)/EIN Numtrer of Personal Representative(s) Street Address Gty State Zip Years} Commission Paid: 2. Attorney Fees 3. FamGy Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Street Address Cdy State ~p Relationship of Claimant to Decedent 4. Probate Fees 5. Accountants Fees 6. Tax Return Preparer's Fees 7. _ TOTAL (Also enter on line 9, Retxpitulation) ~ ; 3 681.93 (It more space is needed, msert additional sheets of the same size)