HomeMy WebLinkAbout08-11-09,~,, 15056051058
REV 1500 Ex cGS.oS,
Bureau nt YiNNduld T ~L 118E ONLY
Po Sox ze9em INHERITANCE TAX RETURN ~r case rBar F+e NuMa
~ ntaa oriot RESIDENT DECEDENT ~ ~ U ~ '~ 9
ENTER DECEDENT NgFORMATNNI EEL.OW
07/12/2008
11/02/1931
Deceded's Last Name Sldtic
FiStlef ,$ FNSt ~~ MI
(`.8111elllle
1R APpNgble) Error Sugv;lp 80aue's IMomsetlon Below 6
Spouse's Lest Name
SrAPoc Spouse's Frst Kane
MI
Spouse's Social SearNy Number
tlas r+En1R11 itwsT rrE fxED w twtlLlcATE rtntH rills
FlLL IN REGISTER OF WILLS
APPROPIBATE ovALs
Elo
~~ ,. t>rl~,e Reaan w
:. =, 2 gr4Plenrxaal RNUm
'::::::~ 4. LhnNed Estate : ~:] Ia. Future
(~ d
;::-"~ 8. Daoedent Died Tesyle
(Atydr Copy d WIU) dyer aRw -1212-82
__
Maarmlrred a LMrp 7Mt
`.-' T'
-'-~ 9. Litlpatbn Proceeds ReceNed (At
)
C~ 10. Spousal Powsty CredN (day d death
between 12-91-91 and 1-1-95)
CORRESPONDENT - TM18 SECTION BBST BE COIIPLEIED ALL
Name ~'N:E AND I:ONFI
Thomas P. Andrews
Firm Nana (NAppiicable) e
First line d address
33 West Simpson Street
Second line d address
Oily or Poet Olfice
Mechanicsburg
Correspondenra eyiyil address: _
Il^aer PerWtlea d per)ury, I daGene Bwt I taws
FOR
33 West Simpson Street; Mech
SIGNgTURE OF PREPARER OTNER TW W
syy
PA
c=, a. Remeb~aar Ramn (secs d o~m
plat b 12-13-82)
L='~ 5. Faderel Ecyy Taz Retun Requhetl
8. TaIY Nundyr d gate Deposit Bmres
'~-~ 11. Ebctlon b tax ands gec. 9113(A)
(AltaM Sch. O)
nAL TAx INFONNATp118N0OLD BE DNIECTED T
DaylMy Telephone Number
(717)691-8576
REGISTER OF wILLB USE ONLY
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Ur
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X70=7 3
nP code ~ ~ ED Lv
--+
17055-6323 a w
rn
one
PA 17055323
DATE
PLEASE U3! Ofi1WNAL F01G1 ONLY
L._ 15056051058
Side 1
15056051058
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_J 15056052059
REV-1500 EX
.
Catherine Decedem's SoGal Security Number
~,M
g ~.
B Fisher
..____
-___ - -
.___.. - --_
RECAPITULATION
_..
1. Real eabb (Schedule A) ..............
........................... .... 1. 0.00
2. Stotlcs and Beads (Sdredub B) ............ - ...
....................... .... 2. 0.00
3. CkxxNy Held Corporatlm, PaNxirMip or S°b-ProPrbprsaldP (Sdredub C) 3
. ....
. 0.00
4. Mgtgages 8 Nobs Receivabb (ScfredrAe O) .......
.................. .... 4. 0.00
5. Cash. Bank Deposits & Miacelbneoug Personal Property (Sdbdub E) 5
..... ...
.
8,213.82
6. Jointly Awned Property (Shcedub F) O Separate Bifxg Repreaped
....
7. Inter-Vivrvos Transfers 8 Mbosllenaou$ ryon-probab p ... 8. 0.00
~~
(Schedule G) c:~ $epareta BNlrg RMrx»ted.....
.
7
..
.
0.00
8. Total Gross Aasps (tMal Linea 1-7).. ..
.. .
__ ..... ....
__ _... -_
-. _.
... e.
_... _-...
8.213.82
9. Funeral Expenses 8 Admbisha0ve Caaffi (SChedrb H) _
.....
"" "" 9' 2,100.81
10. Debts of Decedent Mortgage LiatrHabs, 8 Liens (Sc9ledub 1)
............. ... 10.
8,488.79
t1. total Daduotlpu
(trial Lines 9 $ 10) .........
........................ .. 11.
10,589.60
12. Net Value off Eahb (Etna 8 mhos Line 11)
.........
13. Charibbb end Govemmen~ ...................
BequeatalSec 9113 TrtrsLS Hot wfrich
.. 12'
-2,100.81
an ebcpbn to tax hai not been made (Stlredub J) ...
................... .. 13.
0.00
14. Nat Value Sugaet to Tax (Lxre 12 mirxrs Lyre 13)
. .
_ .... .....
__ _ _.
7AX COMPUTATION .SEE INSTRUCTIpNg FAR AP
PLICABI,E RATES -.. _
.. 1a.
-...
_
0.00
. __ -_-. _... - _.
15. Amoum of Line l4 taxable
at the spousal fax rate, or
transfers under Sec. 9116
(ax1.2) X .0_ 0.00 15
16. Amount of Line 14 bzable .
0.00
at lirxtal rate X .0_
0
~
'
17. Amount d Line 14 taxable 16. 0.00
at siblkrg rate X .12
0
00
.
18. Amount of Line 14 bxable 17. 0.00
at colbtergl rape X .15 0.00
16. 0.00
19. TAX DUE ..............
.......................................... . 19.
0.00
20. FILL IN THE OVAL IF YOU ARE REg1E$T1NG A REFUND OF AN OVERPAYMENT
L. 15056052059 Side 2
15056052059
REV•1500 EX Page 3
Decederrt's Complete Address;
DECEDENT'S NAME
Catherine B Fisher
sTREETADDRESS --
33 West Simpson Street
Tax Paymetrsts and Credits:
1. Tax Dtre (Page 2 Line 19)
2. CredilwPaymenfs
9 ~ Creddit 0.00
0
00
C. Discount .
0.00
3. InterestlPenalty N applicable
D. Imerest 0.00
E. Penalty
File Nranper
PA
(1)
Total Credits(A+g+C) (2)
4. N Lme 2 ie grayer than Line 1 + Line 3, err6ar the d8ference. Thin is the OVERPAYMENT, I~ (D + E) (3)
FlN In oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Lina 3 is grater tlren Line 2, enter tlta direrer~ce Ths is the TAX DUE (4)
(5)
A Err the interest on the tax due.
B. Enter the Oo1al of Line 5 + gA, Thy ~ the BALANCE DUE (~)
(SB)
Make Check Payable )b: REGISTER OF WILLS, AGENT
~` ~ ~.a;,, . ~r..x,>,~, .erxu .a~~.w.....
17055-6323
o.oo
0.00
0.00
0.00
0.00
0.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN eX" IN THE AP
1. Did decedent make a trarlsfar and: PROPR IATE BLOCKS
a. reform the use a kgarle of the
P10P~Y Yes No
' ........................................
b. retain the ' b
nqd daignala who shall use Nta property transferred a iq ~ .............................................
c. retain a ~ ........................................
reversarrary inkrask a ..................
...
.... ^
....................................................................................................
d. receive the pnxrlise for life of eNhar PeYn~, berre6ls a carer ...................
2
N d
N
....... .... ^
.
raa
r acaxred agar Decertrbar 12.1982. did deosderd
........................................
trarmfer Property wimkl arts year of daa,
wiMgd receivktg adegaale oorrsiderationT
. ....
.....................
.
payable upon datlr baNc accoud a ........................................
3. Did decedent own an Srr trum for" ar .....................................
daMT ...........
4• Did decedent own a IMividuel Retirement Aaourd
i
...
... ^
, annu
ty, a oMar non•probale property ~
contains a beneficiary designeBonT ..............
..........................................................
ABOVE QUESTIONS
IF THE ANSMIER TO ANY OF THE ` k IS YE3, YOU MUST COMPLETE SCHEDULE G AND FlLE R AS PART OF THE RETURN.
Fa dates of drxsth on a after Juy 1,1984 and before January 1, 1995, Nte tax rate im ' ~
is three (3) percent (72 P.S. §9118 (a) (1.1) ()]• PDSed on the net value of transfers b or fa the use of Ste surviving spouse
Fa dates of death on a after January 1, 1995, the tax rate i
[/2 P.S. 9116 a 1.1 ii .The stahlte mposed on the net value of transfers b a fa the use of the survivkrg appose is zero (0) percent
§ () ( ) ()1 does not exempt a transfer to a surviving spouse from tax, and the
filing a tax return are still appficaWe even M the surviving spouse is the only beneficiary $~~Y requirements fa discbsure of assets and
Far dates d death on a afar Juy 1, 2000:
The fax rate imposed on the net value of transfers from a deceased child hvonlybne years ~ age or younger at death to a fa the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [/2 P.S. §9116(a)(1.2)].
The tax rata imposed an file net value of transfers b a fa the ua of the dec~edeM's linrasl brmrdkdariee ie tour and one-half (4.5) percent, except ore noted in
72 P.S. §9116(1.2) [/2 P.S. §9116(a)(1)].
The fax rate imposed on tfre rret value of transfers to or fa the use of the decedent's siblings is tweke (12) peroard [/2 P.S. §9116(a)(1.3)]. Asiding isdefined, under
Section 9102, as an individual who has at least one parent in common witlt the decedent, wftether by Wood a adoption.
REki50e EJ(+(gge)
colYaroNwEwur of t=ErxasvtvAtwn
INHERTfAN(~ TA% RETURN
RESIDENT DECEDENT
Catherine B. Fisher
SCNEp11LE E
CASH,p~BQ~4N~IC~DEPpOpSRS~, & AMSC.
rG'°~' "~. rwv~"O~I
M lea wa wiu~ noM a u~ ~ nroceeae were recavetl nr me ea~aa.
rvlvorldp mire w dACloeed on xirduk F.
1 Cantlerce Bank 9 aoceuld
2 Sale of aufarl1ob17e
3 Saleof9aragedooropener
4 Sale of clothes masher trod cbtlres dryer
TO7AL (Also erttx an Gne 5. Recepihlleaon) _
QI more apace is needed. insert taldi6plel sheer of the same size)
FILE
AT
1,113.82
7,000.00
25.00
75.00
8,213.82
REK7511 FJC+(12-99)
COAMaONWFALTN of PEwasvLVnNw
IIVNERRANCE iAX RETURN
RESIDENT DECEDENT
scNSnu~ M
FUNER/LL EXPENSES dr
ADMINISTRATIVE COSTS
Catherine B. Fisher
Dehls of dleatlsK Illllll a raPerbd On Slhldllb L
A FUNERAL EXPENSES: .sca.nr~Ma
t' HoMitlger Funeral Hlxne and
Clernabry, Inc; 501 N. Batr;more Are; Nbud Ndly , PA 17(165
B• ADMNiISTRATIVE COSTS:
t' pBBp1y 'a Conenbsism
Name d Pdamel ~Pleaenbtse(a)
$0pv ~~T Nlartel(a-~EtN Hurter d Peleorul ~Dresellbtre(a)
SleetAtlAess
CM'
Sbb
1'emisl Commbsbn Pain:
2. AIEOniey Fees
3• Famty Exemptlon: (N dsoedenrs atldgsa b not tie same ae dernril'a, Mbrli axpbnetlon)
('lernam
sleet Adbess
CM
Sbla
Reblmsh9 d Cbrlleit b neceeem
<• Probeb Fees
5. Aocoutam's Fees
8. Tax Relan Pleperer's Fees
~.
2,022.81
0.00
0.00
0.00
Zro
TOTAL (Abo eli~r on Nne 9 RecaplpYalln) I =
Qf more apace b needed, inaen additiwrel aheeb d ttq same size)
78.00
0.00
0.00
2,100.81
REV-1512 E%+ (12-Oe)
Pennsylvania
DEPARTMENT OF NEVENUE
INNE3UTAN(E TAl( RE71NtN
Nesmarr oEaDerr
SCHEDULE I
DEBTS OF DECEDENT,
MORT611GE LUIBILITIES ~ LIENS
~~wlc Vf
atherine B. Fisher
Report detib hrarrnd M We decedent prior to Metlr tRN ronreYrae
ITEM ~---_
NUMBER ,_ DESCRa'I70N
1' Cumberland VaYey Medal Savicea
2 Calisle Regiafal Medical Center
3 Mas1aW Aesociatss, Doctors ORice
< Shipperbburg EMS, Ambulance Service
5 Belvedere Medical ration
6 Cottages of Sfdpperlebure, Atft Rental
5 Arrow, Debt CoNectigf Agency
e DCM Services, Debt Collection Agerfcy
7 Bads of America, Credit Card
8 Capitol One, Credt Card
9 Comrast, lltitity BII
10 PPL, lJtikly Bi0
11 Penelec, Lltitily Bdl
12 AT&7 WNaleae, UUlily gtil
FILE NUM6ER
urgeW at tM dete of deetlr, IndWNrp uMalwbweed rnadkal elraelree.
VALUE AT DATE
OF DEATH
1,070.00
119.11
72.00
884.00
65.00
545.00
537.82
543.98
3,829.19
64.68
362.88
82.91
119.50
192.94
TOTAL (Ako enter on Lice 10, Reapitulation) ; 8,488.79
If more spare Is needed, Insert addlNOnal sheers of the same size.
IISA fIRST 455-
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