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Home My WebLink About02-11-09 J 15056051058 REV-150 0 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes Poaox2aosol County Code Year File Number INHERITANCE TAX RETURN - - Harrisburg, PA 17128-0601 ,~ RESIDENT DECEDENT 21 08 ~' , ENTER DECEDENT INFORMATION BELOW - Social Security Number Date of Death Date of Birth 165-66-2641 11 /14/2008 07/17/1985 Decedent's Last Name Suffix Decedent's First Name MI JENKS DANIEL _ _ _ _ _ W _ _ __ .......... __ __. (If Applicable) Enter Surviving Spouse's Information Betow Spouse's Last Name. Suffix Spouse's First Name MI 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 7 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate prior to 12-13-82) €~„~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate (Attach Copy of Will) r"~,..)- 7. Decedent Maintained a Living Trust __ __ 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 9. Litigation Proceeds Received E 10. Spousal Poverty Credit (date of death t 11. Election to tax under 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 TO Name : __ _ _ _ Daytime Telephone Number RICHARD JENKS SR Firm Name (If Applicable) _ __ - - - - - __. -- REGISTER OF WILLS USE ~.Y ~ ~ _ ^'~ -~ i it First line of address _ _ i c~ Q ~ •. i , 833 YORK ROAD L: ? ca .) __ _ _ _ __.. Second line of address _. z~ ,__. _ .__..__! _ ___ __.._ ~ C ~ ~ - ~ ,,"~ ~ ~ ~ - -i - C- r , ~ City or Post Office _ _ _ DAi E'F~~CIcD O State ZIP Code -__..._ ~ . . "ra CARLISLE ___ ~_._ ___.: _~ 0 PA :17015 '' ` ,, <`) --=~r w Correspondent's a-mail address SIGNA U PREPARER OTH T ADD SS ---- 1 S BALTIMORE STREET 15056051058 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 reparer other than the personal representative is based on all information of which preparer has any knowledge. S A RE PERSON SPONSI F R FIL G RETURN - ATE -- - ---- --- - / t 833_S YO K ROAD CA ISLE, PA 17015 KtNKtSENTATIVE ~ --- DILLSBURG, PA 17019 Side 1 .Y -- --- a~q~aQ~f 15056051058 T ~ 15056052059 REV-1500 EX Decedent's Name: DANIEL W JENKS Decedent's Social Security Number 165-66-2641 RECAPITULATION --n 1. Real estate (Schedule A) .......................................... ... 1 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. , 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. ' _ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 17,534.00 _ _ 6. Jointly Owned Property (Schedule F) t~ Separate Billing Requested ..... _._ . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ~~ ~~ -~"~~"-~° ~-~ ---~ -~ ~---~- --- ~ ' (Schedule G) Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .............................. ...... 8. 17,534.00 9. Funeral Expenses & Administrative Costs (Schedule H) ............... ...... 9. _F__, . 11,786.00 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .......... ...... 10. 3,167.00 11. Total Deductions (total Lines 9 & 10) ............................. ...... 11. 14,953.00 12. Net Value of Estate (Line 8 minus Line 11) ...... .............. .... ...... 12. __ ._ .. 2 581 00 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. 2,581.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec 9116 - (a)(1.2) X .p_ _ 15. 16. Amount of Line 14 taxable ~--_ ..,_. _. -._....._ _ ..,,..._ . .......... ..._.... at lineal rate X .0 45 2,581.00: 16. 116 00 17. Amount of Line 14 taxable - m _ ~~ -..__._, .._. _____ ___...._. _ .___ . __ ~"~` `- at sibling rate X .12 ' 17. ' _._ ...__ W v__ . 18. Amount of Line 14 taxable _ .._.__ _...-..._ ~ """""""~` ~ ~~"° - -~~~~- at collateral rate X .15 18 ._ 19. TAX DUE ............................. m__.._. _.~_ .. ..__.... _. . ............................19. 116.00' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 08 ~ I ~ DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER DANIEL W JENKS 165-66-2641 - - STREETADDRESS ---- - - -- - _ __ - ---- - - 833 YORK ROAD -- _- - __ - - -- - --- CITY ------- -- --STATE . __ _ ZIP - ---_ _ CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 116.00 2. Credits/Payments A. Spousal Poverty Credit __ _ ___ B. Prior Payments - --- . . Discount - _--- Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty - - - - ------ Total InteresUPenalty (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. (q) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 116.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) ~ 16.00 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: 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? .............. ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................. ...................................... ^ a 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 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 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 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. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DANIEL JENKS SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned wire d~tif „r Q::.,,;..,,._~,.. _.._. ~_ ~:__:___, __ „_. .. _ FILE NUMBER ~g ~~ ~ •••°•~ ~r~~~ ~~ ~~~~~ , ~:~~~:~ auwuonai sneers or the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT G[~T~re~ n SCNEDIJLE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS DANIEL JENKS Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: 1' EWING BROTHERS FUNERAL HOME 2 WESTMINSTER CEMETARY 3 CEMETARY PLOT/STONE D B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: 2. Attorney Fees 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. FILE NUMBER ~lo~ ali Zip Zip AMOUNT 7,090.00 1,335.00 1,447.00 1,760.00 79.00 75.00 TOTAL (Also enter on line 9 Recapitulation) I $ 11 786 00 (If more space is needed, insert additional sheets of the same size) ~.. REV-1512 EX+ '12-OR) i~~ pennsytvania DEPARTMENT OF RE`/ENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS --~ - ---....,..,., .,~,..~~~ ~~ uic ~anir ~icr. ESTATE OF DANIEL JENKS FILE NUMQBER Report debts incurred by the decedent error +~ d ~~. «~ . ~) ~ " D / / ~~