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Home My WebLink About07-01-09J 15056041125 REV-1500 Ex (os-05) OFFICULL USE ONLY PA DepersneM of Reremre Sureeu of IrldWWuel Texea Count Code Year F8e Number Po 6ox26gfiot INHERITANCE TAX RETURN 2 1 0 8 0 0 9 9 6 Harthbum. PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Socal Searity Number Date of Death Dete of Birth 1 6 5 2 4 4 1 0 6 0 8 0 6 2 0 0 8 0 4 2 2 1 9 2 9 Decedent's Last Name Suffur Deoedenra First Name MI TAY L O R D O R O T H Y G (N Applicable) Entsr SurvWirrg Spouse's Irrfonnallon Below Spouse's Last Name Suffer Spouse's First Neme 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 Retum ~ 2. Suppbmental Retum ^ 3. Remainder Retum (date of death pnorto 12-13.82) ^ 4. Limited Estate ^ 4a. Futuro Interost Compromise (date of ^ 5. Federel Fatale Tax Retum Required death after 12-12-82) ® 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe DeposB Boxes (Attach Copy of Will) (Atach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty CredB (date oT death ^ 11. Ebctbn to tax under Sec. 917 3(A) betvroen 12-31-91 end 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTKIN MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDENTIAL TAX NIFOWAATION SHOULD BE DIRECTED T0: Name Daytime Tebphone Number H A R O L D S I R W I N I I I E 7 1 7 2 4 3 6 0 9 0 Firth Neme (If Applicabb) I R W I N L A W O F F I C E First line of address 6 9 S O U T H P I T T S T R E E T Secand line of address City or Poat Office C A R L I S L E Stets ZIP Code n o REGISTER q Y USE OI ;, `.~z~ _ la F ,~C7. ' ~`_~ ' ~ _a - -p --~ D .. r DATE FILED ~ P A 1 7 0 1 3 correspondents e-mail address: Irwlel.vvorBeeQom.N.oom ~~~. ,rreL 7~ L~n~r.v'>u6 P~ r 7 0~ SIG OF PREPARER OTHER N REPRESENTATNE ADD PLEASE 113E ORIGINAL FORM ONLY Side 7 15056041125 DATE 15056041125 "i ~.~ J 4vh 15056042126 REV-1500 EX DaoadaM's Social Searity Number Decedents Name: DOROTHY G. TAYLOR 1 8 5 2 4 4 1 0 8 RECAPIruunoN 1. Real estate (sahedub A) 1. 0 0 0 ........................................ 2. Stacks and Bonds (Schedub e) 2. 0 0 0 .................................. 3. Cloaery Held Corporetion, Partnership or Sob~roprietorship (Schedule C) ..... 3. 0 0 0 4. Mortgages S Notes Receivabb (Schedub D) ..................... ... 4. 0 0 0 - 1 5 0 0 0 0 5. Cash, Bank Deposits a Mbcellaneous Personal Property (Schedub E) .... ... 5. 6. Jointly Owned Property (Sctredub F) ^ Separete Billing Requested .... ... 6. 4 5 5 0 0 0 0 7. Inter-Yrvoa Transfers a Miacelleneous N-Probeta Property ~ 0 0 0 (Schedub G) Separete Billing Requested .... ... 7. 8. Total Gress Asses (total Linea 1-7) ...................... ... e. 9 7 0 0 0 0 0 9. Funeral Expenses a Administrative Costa (Schedub H) ............. ... 9. 1 2 0 6 9 3 8 10. Debts of Decedent, Mortgage Liebllnies, 8 Liens (Schedub q ......... ... t0. 1 3 5 0 3 2 7 11. Total Deduetlom (total Linea 9 8 10) ........................... 11. 2 5 5 7 2 6 5 .i2. Net Vales o(Esfab (Line 8 minus Line 11) ................ .. ..... .. 12. 2 1 4 2 7 3 5 13. Chadtabb and Governmental BequesWSec 9113 Treats forwhich 0 0 0 an ebction to tax has not been made (Schedule J) ......... .. ..... .. 13. 2 1 4 2 7 3 5 14. Net Vales Subject to Tax (Line 12 minus Line 13) ......... .. ..... 14. .. TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 texabb et the spousal tax rate, or trensbrs under Sec. 9116 (a)(1.2)x.o_ 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 0 0 0 0 0 0 et lineal reb X .0 _ 16 17. Amount of Line 14 taxable 0 0 0 0 0 0 et sibling rate X .12 17. 16. Amount of Line 14 taxabb 2 1 4 2 7 3 5 3 2 1 4 1 0 at colbtersl rate X .15 18. 19. Tax Dw ................................................ 19. 3 2 1 4 1 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT - Side 2 L 15056042126 15056042126 REV-1500 FJ( Pepe 3 DeaedenYs Complete Address: File Number 00»66 DECEDENTS NAME DOROTHY O. TAYLOR STREET ADDRESS 823 HUMMEL BTRElT CITY L[MOYNE STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) 2. CredLglPayments A. Spousal PaveAy Credit B. Pda Payments C. Discount 3. InlerestlPenalty iF applicable D. Interest E. Penalty 5,014.66 (1) 3,214.10 Total Credits (A+g+C) (2) 6,014.66 Total InteresflPenalty (D+E ) 4. B Une 2 is Deafer than Une 1 +Une 3, enter the dl8afence. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to squad a refund. 5. 0 Une 1 +Une 3 is greater than Une 2, sofa the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 +SA. This is the BALANCE DUE. (3) 0.00 (a) 1,BOO.s6 (5) 0.00 (5A) (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRU\TE BLOCKS 1. Did decedent make a transfer and: a. retain the use a Income of the property transferred : .......................................................... b. retain the dght to designate who shall use the property transferred a its income : ................... c. retain a revrxsbnary Interest; a .................................................................................... d. receive the promise far Ilfe of either payments, benefits a care? ........................................... 2. H death occurred a%a December 12,1982, did decedent transfer property within one year or dedh without receiving adequate considera8on7 ........................................................................... 3. Did decedent awn an'in trust for a payable upon death bank accountor security d his or her death? 4. Did decedent own an Individual ReBrenlenl Account, annuity, a othanon-probde property which contains a beneficiary designafion7............ Yes No ...... ^ ...... ^ ...... ^ ...... ^ .......... ^ ^X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. Fa dates of death on a after July 1,1994 ~d before January 1,1995, the tax rate Imposed on the net value of transfers to a fa the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on a after January 1,1995, the tax rate imposed on the net value of transfers to afor the use of the surviving spouse is zero (0) percent [l2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tau, and the statutory requlrenrents for disdasure of assets and filing a tax velum are s811 applkable even'rf the surviving spouse is the only beneficiary. Fa dates of death an a after Juty 1,2000: The tax rate imposed on the net value of transfers from a deceased child Iwentyone years ~ age a younger at death th or fa the use of a nature) parent, an adoptive parent, a a depparent 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 a far the use of the decedenPs lineal benefidades is icur and one-half (4.5) percerd, except es noted in 72 P.S. §9116(1.2) ]72 P.S. §911s(a)(1)]. The tax rate Imposed on the net value of transfers to a far the use of the decedent's siblirl~ is twelve (12) percent (/2 P.S. §9116(a)(1.3)]. Asibling Is defined, under Secticn 9102, as an individual who has al least one patent in common with the decedent, whether by blood a adaptlon. REV-1502 EX+(6-99) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN ESTATE OF DOROTHY O. TAYLOR SCHEDULE A REAL ESTATE FILE NUMBER All rpl properly owned wNryr or a ~ tsnaM In common meat be aportad d hM market vaka. Fu market relue M decked ae tla price etvmklh gopeAy wouk be exdenged 6eNreen a wMrp lsryerand a wRrp aeker, neNher beirg compelled to buy or sari, both havkq maeonebb krw~wledpe of the mleverd khA9. Red whkh b wMh M o(wMroahi must M dhcbsed on &heduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 (If mae spore b needed, klserledd5bnel eheete of the sane sim) REV-1503 EX+(9-a8) ' I SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERRANCE TAX RETURN DOROTXY O. TAILOR OOYYB All proglryjolntlyornled rMh dpht of sunrlvonhip mwt M dhadossd on ShcsduN F. ITEM DESCRIPTION AT DATE 1. 0.00 TOTAL (Also enter on Iine 2, (If more space b needed. heart additlollal sheet of the same sire) REV-1504 EX+~19-98) COMMONWEALTH OF PENNSYLVANIA INNERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY•HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP DOROTHY O. TAYLOR 00996 Sdndule C-1 or G2 (ndudinp e6 suppoA9lp mfametlon) mint 6e e9adled toreach dos9y-heW oolporetlolJpeNlNahip inlereet oFtlle deceden4 otlror tllen e ~4. Sea kletructlolu for tlIe aupportlrq Infarme9on b be aubnYl6ed Tor sob~plopdelashipa. ITEM DESCRIPTION VALUE AT DATE 0.00 (H mae apace b needed, Ilnnt addHbnal wheals of the aerlle Sze) REV-1507 EIC+ (698) COMMONWEALTH OF PENNSYLVANN INHERRANCETAX RETURN ESTATE OF DOROTHY O. TAYLOR SCHEDULE D MORTGAGES & NOTES RECENABLE All property joiMly~ovmed vAtll the dpM of sundvorehip moat M dbebaed on SeheduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 0.00 (If more apace b needed. irged aeenwnel wheels of the aame ske) REV `1508 EX ~ (<8-88) SCHEDULE E CoatAONwEALTH OF PENNSYLVANIA CASFIf BANK DEPOSITS, $ MISC. INNERRANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT F. NUMBER I DESCRIPTION MISC PERSONAL AND HOUSEHOLD 60005 VALUE AT DATE 1,000.00 2. ~ 1882 FORD [SCORT I 500.00 TOTAL (Also enter on line 5, Recapitulation) ~ ; (H mare apace is needed, Inaerl additional dleeN oilhe aeaie ahe) REV•i5D9 FX+(&BB) SCHEDULE F COAedONWEALTH OF PENNSYLVANIA JOINTLY•OWNED PROPERTY INHERRANCETAX RETURN DOROTHY 6. TAYLOR 00996 H sn sssM wu mods joMt whhM olro year of tlro dtadeM's dab oTdeslh, h must M reporbd on SchsduN G. ADDRESS SURVMNG JOINT TENANT(S) NAME A. RO9lMAliY 1. 9NYDlR 823 HUMMlL 9TRCC' LCMOYNE, PA 17043 JOIt1TLYAWNED PROPERTY: TO DECEDENT ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT OESCPoPfION OF PROPERTY INCLUDE NMIE OF FINANCIALINSOMION AND BANK ACCOUNT NUMBER OR SIIAIAR IDENTIFYING NUMBER ATTACH GEED FORJOINRKHELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECDS INTEREST DATE OF DEATH VALUE OF OECEOENi'S INTEREST 1. A. &9M 971 823 HUMMEL STREET 91,000.00 60. 45,500.00 LlMOYNC PA 17043 Vdw bawd on appralwl NtMeMd Ms Enhibk "!" TOTAL (Also enter on line 6, Recaq(ulation) I t u wm m (IT fmre apace b REV-1510 EX • (8•Be) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VNOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY ESTATE DF FILE NUMBER DOROTHY O. TAYLOR 00800 This schedule must be cempbted end filed H the answer b any of questlons 1 thrauph 4 on the rewsrae sly of the REV-7500 CCVER SHEET b yes. ITEM NUMBER DESCRIPTION OF PROPERTY ncwoenE wwcancnee~noxwrrosccmertwo '"Eare°Fmx°ra'"nw~"cawanr: offnrae~eer"tE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION rF"+nrcrae TAXABLE VALUE 1. NONC 0.00 0.00 TOTAL Alsa enter on line 7 ' ulatbn t 0.00 (M more space b needed, Mlsert addldorrel otthe same elm) REV•1611 EX *~(12-ea) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS DOROTFIY O. TAYLOR OOSS6 Debt of dsadeM must be reported on SchsduM L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NEYMYER FUNLRAL NOME, INC. - Funeral Excp~uws 1,870.37 B. ADMINISTRATIVE COSTS: 1, Pelonal Representative's Commissions Name of Personal Repreeentstlve (s) Soul Security Number(s~EIN Number of Personal Repreeentatlve(s) Street Address City - State Year(s) Commildon Peld: p, AdomeyFeea IRWIN LAW OFFICE 3. Famiy Exemption: (K deoadeMa address b not the same as daimaMa, esech explanatlon) clelmem Street Address cny smoa R~etiorrship of Claimant m Decedent 4. I Probate Fees REGISTER Oi WILI.6 5. I Aocountanl's Fees 6. I Tex Relum Preperefa Fees 7. REOISTlR OF WILLS - Fllins Inventory and Appraisusmant 8. IRWIN LAW OFFICE - Attomay Faas (or Rweraa Mortpasa 9. TIGER ABSTRACT - gorrlns Coats Yror Rw~raa MoRSapa 10. FAITH A. NICOLA, TAX COLLlCTOR - 60% Rsal Estab Taxss 11. TROY ECNOPPERT - Propar~r MaMtananu Zlp Zip 3,000.00 181.00 30.00 250.00 8,733.67 500.34 100.00 TOTAL (Also enter an lines, RecapiWlation) I S (If more apeoe b rubded, REV-1612 EJC+ (12-03) COMMONWEALTH OF PENNSYLVANUI INHERITANCE TAX RETURN SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS DOROTNY O. TAYLOR 00886 Report debts Incurted by the dsadard prbr to daeth whkh remained unpaW en of the date of death, including unrNmbureed medial expeneas. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. wesT swoRe elRa 291.64 Modieai sm. 2. PINNACE! NEALTN 49.27 MWlul Bill 3. KEY6TONE OIL 492.88 SO%Outstondirrq Fuol OII BIII 4. M t T BANK 266.00 Nogathro Bolanu in Choekin8 Aeeount 5. M b T BANK 12,504.17 Homo Cquiar Lino of Cndk Nold Jointly with Joint Ownor of Rai Estnb Onoalak Bolanu on Dato o/ Dalh TOTAL (Also enter on line 10, Recapitulation) I S 1 (M more apace is needed, Imert edditlonel sheets otthe same dm) REVA5l3 EX•+(900) COMMONWEALTH OF PENNSYLVANW INHERRANCE TAX RETURN RESIDENT DECEDENT DOROTHY 6. TAriOR SCHEDULE) BENEFICIARIES RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lbt Tnlatea(s) OF ESTATE I TAXABLE DISTRIBUTIONS (indude M epouael dbMbutlone, and sansNra under Sec. 9116 (e (1. )2 1. ROflMARY [. fNYDCR Collabral f29 NummM ftroot 100 % Ruidw Lomoyno, f'A 77049 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. NONE 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. NONE 0.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 0.00 (K mrne space is needed, insert add'Nonal sheets of the same size)