HomeMy WebLinkAbout01-09-09J 15056051058
REV-1500 EX (06-05)
A Department of Revenue
Bureau of Individual Tazes Court Code Year File Number
F21 IAL US _-.__. _ _ __.. __.
PO BOX 280801 INHERITANCE TAX RETURN ry EONLY
Hardsburg, Pq 17128-0601 RESIDENT DECEDENT I 08 0533
ENTER DECEDENT INFORMATION BELOW -
Sodal Severity Number Date of Death
_ _ _. _.
182-22-8089 04/30/2008
Decedents Last Name - ~ Suf_Bx
Sanford -
i
(If Applieable) Enter Surviving Spouse's In{ormation Below
Spouse's Last Name
Date of Birth
10/10/1923
__
Decedent's First Name
Jean -
MI
Al
---~- ----- SufDx Spouse's First Name
NA __
Spous_e's Social Sewdty Number - -- -_ __ ;
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
-- - -----,~ REGISTER OF WILLS
PILtTN APPROPRIATE OVALS~ELOW -- -- -- --
OD 1. Original Retum O 2. Supplemental Re[um
O 3. Remainder Return (date of death
O 4. Limitetl Estate
O 4a. Future Interest Compromise (tlate of prior to 12-73-82)
death after 12-12-82) O 5. Federal Estate Tax Return Required
~ 6. Decedent Died Testate
(Attach Copy of Wilq O 7. Decedent Maintained a Livin Trust
(Attach Copy of Trust) 9 ___.
~ - 8. Total Number o! Safe Deposit Boxes
O 9. Litlgatlon Proceetls Received O 10. Spousal Poverty Credit (date of death
bet O 17. Election to tax untler Sec
9113
A
ween 12-31-91 and t-t-95)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED
A .
(
)
(Attach Sch. O)
Name
_.__.... _..... .
LL CORRESPONDENCE AND CONFIDENTIAL TAK INFORMATION SHOULD BE DIRECTED TO:
..__ ---_.._ __.
Thomas R. Nell .___.___ _. _..
___ __ Daytime Telephone Number
- _ _ -_ ____
,
Firm Name (If Applicable)
_ _ - - - (717) 259-1111
Thomas R. Nell, attorne _ ~~
REGISTER O~.y~ll~S USE Ot~+ ',
_ __
First line of address
_~__
~- ~ - --- -- - -~ - -_ ~ I:~ L.
.
~_-~ ~, u,~-i
_' ; ~
340 Nell Road ,
~ =!n '''
Second Ilne of adtlress -
...~~C,~ ` ~--~
~ C
i C}~ ~ -7
I~
--_
City or Post Office ~ ~ ~
- ---
~ -~~-
Slate ZIP Code
_-_ _ _ ~ -I
~E FILED O r --
rrj
East Berlin _
__ PA _ ! 17316
_ - '
c:omespondent's e-mail address: thomasnell~vd, zon.net
untler penaltles W perjury I Oedare Nat I haveexamined this return, Includin
rt is true, correct and complete. Dedaretlon of preparer other Than the 9 acwmpanying schedules antl statements, and to the best of my kr
personal represemetive is based on all Infomla8on of which preparer has
SIGI RF~F PER ON ~REySrP,ONSIBL FORy ~F/ILING RETURN
1DDRES`~~ „/ L~ -1 SJ1 OA % --___ I a 'JFJ DA~
Michelle WStherow~~D65 )Ayerstown Road Gardners, PA 17324
iIGNATUR F PREPARER THE THAN REPRESFnT~-e----- ---~
Thomas R. Nell, Esq. 340 Neli Road East Berlin, PA 17316
L 1 505605 1 058 Side 1
15056051058
_J 15056052059
REV-1500 EX
Jean A Sanford
1. Real estate (Schedule A) ............................................. 1,
2. Stocks and Bonds (Schedule B) ....................................... 2.
3. Closely Neld Corporation, Partnership or Sole-Propdetorship (Schedule C) ... , , 3
Decedent's Social Secudty Number
__ __-- -
182-22-8089 - _- - -
0.00
------- - ---- 0.00
4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4,
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F) O Separate BIIIIng Requested , , , , , , , g
7. Inter-Vvos Transfan; & Miscellaneous Non-Probate Property
(Schedule G) - - - - O'Separat`e ellling Requested...... .. 7,
8. Total Gross Assets (total Lines 1-7)... .
................................ 8.
9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9,
10. Debts of Decedent, Mortgage Llabili8es, 8 Liens (Schedule I) ........ . ...... . ip,
0.00
0.00 '
--.-..-... .
814.98
0.00
814.98 '
11 . Total Deduglons (total Lines 9 & 10) .......... -___.-.._ .-__
12. .....................
Net Value of Estate (Line 8 minus Line 11 ... . 11.
_...___
- ~ 4,051.60
.._____._ ___
13.
Chadtable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not b
12
~ 0.00;
~ ~-'--
een made (Schedule J)
.....................
... 13. ""-"----
~
14. Net Value SubJect to Tax (line 12 minus Line 13
) .... '-----'---- ------------._ 0.00 i
,
.................
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable ... 14. 0.00
at the spousal tax rate
or
,
transfers under Sec, 9116 '-----___---
_
16.
~ ____
Amount of Line 14 taxable ~ 15
at lineal rate X .0 _ ------"---
-.___ __
I
17. Amount o/Line 14 taxable I -~`~ --~~ ~- ~- ---- ------~_..._ 16.
__i
at sibling rate X .12 ------"---- ----.-'------,
18. Amount of Line 14 taxable ~ ---~-------'~-------------
~ 17.
~---__
et collateral rate X .15 '~
n nn : ~ -_ -- -_..._ _._ _ _
._-..-._.._
_ ,...... 18.
- ___ _ 0.00
19. TAX DUE ............ _. _..-...._- ..._. ___. _..__.... _~______-..
............................................. 19.
_ 0.00
_ ._ - - -
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
L 15056052059 Slde 2
s.
15056052059
REV-1500 EX Pepe 3
Decedent's Complete Address:
DECEDENTS NAME
Jean A Sanford
STREETADDRESS
1065 Myerstown Road
clTr
Gardners
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Cred@srPayments
A. Spousal Poverty Credit _
B. Pdor Payments
C. Disceunt
3. InteresUPenalty if applicable
D. Interest
--- f. Penaky-
21 II os
PA
(1)
TotalCredits(A+B+C) (2)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENTotal InterestlPenalty (D + E) (3)
Fill In oval on Page 2, Lfne 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4)
A. Enter the interest an the tax due. (5)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(5A)
(SB)
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:
a. retain the use or income of the property trensfemed : No
..............................................
b. retain the right to designate who shall use the rc ~~~~~~~~~~~~~~~~'"~""""""""
P Perry transferred or its income :.............
c
retain a
b ""'~~~
........................
.
revers
nary interest; or ................... .......
.........................
d. receive the promise for life of either payments, banefds ar care?
O
...............................................................
If death oawrred after December 12, 1982, did decedent transfer property within one
ear
f d
i .......
y
o
w
eath
thout receiving adequate consideration? ....
............................. .
Did decedent own an "In trust for' or payable upon death bank account or security at his or her death? ........
Did decedent own an Individual Retirem
t A
......
en
ccount,onnuity, or other non-probate property which
con4^.ins a bpnefici2ry designation? ..................
0.00
o.oo
0.00
0.00
...................................................................................................... ^ Q
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 (a) (1.1) (ii)]. The statute does not r=m~~ 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)).
The fax 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 p2 P.S. §9116(a)(1.3)). Asibling isdefined, under
Section 9102, as an individual who has at least one parent In common with the decedent, whether by blood or adoption.
17324
REV-1511 EX+(12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Jean A. Sanford
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
• •~~ ~.~mo[n
21-08-0533
Debh of decedent moat be raportetl on Schetlule 1.
Sodal Security Number(s)IEIN Number of Personal Representative(s)
streetAddress,1065 Myerstown Rd
city~Gardners state PA .z;p 17324
Year(s) Commission Paid:
2. Attorney Fees •'" .•- ,.k....,,i,
3,500.00 "'
3. Family Exemption: (If decedent's address is not the same as dainlanl's, aaach explanation) "'" ~ "•~'~
Claimant _ . .. ~ 0.00 ;:
Street Address - - -
-___ __
City- _.. State Zlp _.
Relationship of Claimant to Decedent
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c~riomas ~ `~ ell
Attorney at Law
340 Nell Rd.
East Berlin, PA 17316
(717)-259-1111
fax: 259-0521
thomasnell@verizon.net
Licensed to Practice in Florida
and Pennsylvania ,~,
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Cp q
~~
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!
Glenda Farner Strasbaugh ~.Zn
~,- ~ r, ti
~; _.^
Register of Wills `~;~ io ,
.
& Clerk of Orphans Ct.
- ;~~:~
s~ __
, ~
,
~. '?
1 Courthouse S ware
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~ ~
-:. ~r
Carlisle, PA 17013 ~
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RE: inheritance tax
Estate ofJean A. Sanford
Date: January 8, 2009
To Glenda Farner Strasbaugh
Enclosed an original and copy ofthe inheritance tax form which been
completed- with zero (0) tax due, and a check for fifteen dollars ($15.00.
If there are any questions, or additional requirements, please call at the
above number.
Thomas R.