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Home My WebLink About07-20-09 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year file Number Bureau of Individual Taxes ~- INHERITANCE TAX RETURN J Po Box 2sosol RESIDENT DECEDENT a~ 6'S 1 `~~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Date of Birth Social Security Number Date of Death 193-42-3875 11 /29/2006 02/05/1950 Suffix Decedent's First Name MI Decedent's Last Name John A Finnegan (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 3. Remainder Return (date of death 1. Original Return ~ 2. Supplemental Return 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. 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. Litigation 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) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIALDaytimFe TelepooneHNumbeE DIRECTED T0: Name (484) 237-5057 Ambrose Finnegan Flrm Name (If AppllCable) REGISTER OF WILLS USE ONLYc~ ,.__. ~ ~~?,n_ ~.~,- '1 te ` -; t^, First line of address r " _ - 612 Comstock Ave ~ ~ --~ ~ ~' ~ - ~ t ~ • ' y ?~ ~ _ 1 3 ' ~ Second line of address L ., r. ~ `'~~ ,,~ DATE FfiLf 6~ State ZIP Code ?'~ r-'n City or Post Office PA 19335 Downingtown ' AJFinne an verizon.net g s a-mail address: Correspondent and to the best of my knowledge and belief, d statements l d , es an u Under penaltie "pe 'u eclare th t I have examined this return, including accompanying sche AaE any knowledge. r other than the personal representative is based on all information of which prepare D it is true, co ct an plete. De ration of prepare SIGNATU E O ER PONSIBLE FOR FILING RETURN ~ ~ ~ ~LI n ADf)RESS 612 Co SIGAIATUp ve, Downingtown, PA 19355 \Fi(ER 01OI-IER THAN REPRESENTATIVE a ADDRESS V ~ 1368 North Washington Ave, Scranton, PA 18509 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J REV-1500 EX Decedent's Social Security Number John A Finnegan 193-42-3875. Decedent shame. --- - RECAPITULATION 1. 1. Real estate (Schedule A) ............................................ . 2. 2. Stocks and Bonds (Schedule B) ...................................... . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. 4. Mortgages & Notes Receivable (Schedule D) ............................ . 5. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. .............. 8. 8. Total Gross Assets (total Lines 1-7) ..................... . 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. 10. . . 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. . . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 an election to tax has not been made (Schedule J) ...... . . 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 Sec. 9116 15. (a)(1.2) X .0_ 16. Amount of Line 14 taxable 16. at lineal rate X .0 - 17. Amount of Line 14 taxable -51,488.24 17, at sibling rate X .12 18. Amount of Line 14 taxable 18 at collateral rate X .15 19. TAX DUE .........................................................19. 15056052059 51,488.24 51,488.24 -51,488.24 -51,488.24 -6,178.58 -6,178.58 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 File Number REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S SOCIAL SE CURITY NUMBER 193-42-3875 DECEDENT'S NAME _ ----- John A Finnegan STREET ADDRESS ------ --- 420 Pawnee Drive ____ STATE TZIP 17050 PA CITY Mechanicsburg Tax Payments and Credits: (1) -6,178.58 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount _ Total Credits (A + B + C) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E) (3) (4) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Line 20 to request a refund. 2 6,178.58 , Fill in oval on Page (5) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 5 . (5A) A. Enter the interest on the tax due. (56) Enter the total of Line 5 + 5A. This is the BALANCE DUE. B . Make Check Payable to: REGISTER OF WILLS, AGENT ING AN "X" IN THE APPROPRIATE BLOCKS FOLLOWING QUESTIONS BY PLAC THE PLEASE ANSWER Yes No Did decedent make a transfer and: •••••,•••••. 1 •,. ^ . a. retain the use or income of the property transferred :...................••••••••••••••••••••••••••• ht to designate who shall use the property transferred or its income :.:...::......: ••:•: ~: ;••;•::••:••••••::~ i •:• ^^ g b. retain the r retain a reversionary interest; or ............................................. c ^ . d. receive the promise for life of either payments, benefits or care?ro ert within one year of death did decedent transfer p p Y 1982 12 b ^ , , er 2. If death occurred after Decem n? ti ^ ...... ~ ,• o without receiving adequate considera dh ath n "in trust for" or payable upon death bank account or security at his or wh .••, i 3. Did decedent own a Did decedent own an Individual Retirement Account, annuity, or other non-probate property ^ 4. t•on~ .................................................................................... contains a beneficiary designa i ••••••••••• ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IF THE ANSWER TO th 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 For dates of dea is three (3) percent [72 P.S. §9116 (a) (1.1) (I)]. g p ercent tes of death on or after January 1, 1995, the tax rate imposed oa the net value of transfers to or for the use of the survivin souse is zero (0 p survivin spouse from tax, and the statutory requirements for disclosure of assets and For da [72 P.S. §9116 (a) (1.1) (ii)]. The statute doesdoes no~Xemot a transfer to 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: rate im osed on the net value of transfers from a deceased chi19116 at 1.2)]. years of age or younger at death to or for the use of a natural paren , an The tax p adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. § ( ) •m osed 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 it The tax rate I p 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. to im osed on the net value of transfers to or for the use of the dth the decedelntg, whethelr by blood orad[option. §9116(a)(1.3)]. Asibling is defined, un e The tax ra p Section 9102, as an individual who has at least one parent in common wl ~rV-1512 Ex+;12-°~' SCHEDULE I ~ pennsylvania pEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAx RETURN MORTGAGE LIABILITIES & LIENS FILE NUMBER RESIDENT DECEDENT 2106-1145 ESTATE OF John A Finnegan VALUE AT DATE rt debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medicaOf DEATHe Repo ITEM DESCRIPTION NUMBER 5,381.31 i Utilities 1,090.61 2 Insurance on property 14,171.65 3 Repairs 7,498.00 4 Maintenance 23,346.67 5 Closing costs on sale of real estate These are new debts not claimed on original return TOTAL (Also enter on Line 10, Recapitulation} $ If more space Is needed, Insert additional sheets of the same size. 51,488.24 Glenda Fanner Strasbaugh Register of Wills One Courthouse Square Carlisle, Pa. 17103-3387 Dear Ms. Strasbaugh: d enclosed a supplementary return concerning ~~ ai n November 20OF~nnegan Please fin (File #:2106-1145). The original REV-1500 was comp I have also enclosed a check for $15.00 to process the claim. Please let me know if you require any additional information. ose Finnegan 2 C stock Ave. tn~town, Pa. 19335 C7 ray 0 - ~Q '~ .o .i xl iJ -~,7 ~ n ~ C._ ~ ', C ~ "' ~ \J ~7. r~ c (` ~) ~~ ~ ~ ~) i : ~ v ~ .. i ~ i f . (~ f ~' o ~~ -..i ~~ r. a RJ ~ ~. ~ `' O a~ o. 0 0 ..~ -J -wl UJ O T~ Y Y '~ ~ R r` { i -. ; ; 4. ` a ~.:, ~ -~- J ;; ,;v' t ~, ~ ~ r g f 4 _ ~ ~~ fit' ~} ,r - ~7' ~~s »'- ~ r~ c?. .'> , c ~~r, S~ ZJ It ~ ~~~ 4'r ~~` '. ~ }'~ ~ :: .b ' ~.. ~,~ `, ~~ ~ ~""_' -* i t ' 1 ~ J .1 `; _ - 5' +r a{% 1 1 '1 f J,'~ ~ ~ ~ ~s ; ~ „ ~~ a '~ r "y & 4 t' h~~ t 3 k ~ ', ~ f ~ ~1 ` ~`r .r t ~ r i ,~ ~~ ~ i~h q jx .' i ~= ;.; ;~ ~ <v rx ~ ~~., ~- ~ 1 #~ 4 ~, ;~ .t ,. ~ ~ .~ " ~' r /E rI` ,x ,, ~ ~ {~ ~ ~. f ;s y+y~ L ~ + l t~l ;~ '3: d' ~,~ ,.. x .~" w k 3 r ~ Z ~~ ., j ~ ~ f ~~ ~ ~ ^'{ ~ x; ~ ~ rE ;,y p i 1 t a C~, '~ '° a. f ~o~ c ~ k h~ J~ 'f ~. 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