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Home My WebLink About07-27-09J 1556041114 REV-1500 EX (OB-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN _ h ~ O~ PO BOX 280607 O~ Harrisburg. PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 168-26-8712 04162009 Decedent's Last Name Suffix GREGOR (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW Date of Birth 07301933 Decedent's First Name MI JOHN Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ® 1. Original Retum Q 2. Supplemental Retum ~ 3. Remainder Return (tlate of death prbr to 12-13-82) 0 4. Limitetl Estate 0 4a. Future Interest Compromise (dale of ~ 5. Fetlerel Eslete Taz Retum Required death attar 12-12-82) Q 8. Decedent Died Testate ~ 7. Decedent Maintainetl a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of W ilp (Attach Copy of Trust) Q 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (date of death ~ 1 t. Election to tax under Sec. 9113(A) between 12-31-81 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Nam e Daytime Telephone Number DEBORAH PFANNENSCHMIDT Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address r„~ 6 DANNAH DR t7 >G3 °o `O :: `~ ~. Second line of address S`~y ~ (~ . _. _~ ~_~ ~n r _ ['-- m N r i rn City or Post Office State ZIP Code n ~~ C; r ~ T O~ a = ~ CARLISLE PA 17015 C _ " ~~ ~a - :, `~>. ~ N _ Corcespondent's a-mail address: ~' er pang es ry, are at eve exam is relum, nc Ing accompanying sc u M a s La, an to my ow a le , d Is We correct aM complete Dedarelbn of Dreparer other titan the personal representative b based on all information of which prep arer has am knowledg e SI NATURE OF PEq$OpI~gESPONSIBLE FpR FILIyG RETURN /~ /,. _./. ~ bYn .ediw.niivi.nLL I~ViAV /~//V ~ DATE 07/24/09 ADDRESS U 6 DANNAH DR CARLISLE PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE H8R6LOCK 07/24/09 ADDRESS 30 S HANOVER STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY L 15056041114 Side 1 15056041114 J ~,,~ J 15056042115 REV-1500 EX Decedent's Social Security Number Decedents Neme: JOHN GREGOR 16 8 - 2 6 - 8 712 RECAPITULATION 1. Real estate (Schedule A) ........................................... 1. 0 . O O 2. Stocks and Bonds (Schedule B) ...................................... 2. 0 . 0 0 3. Closely Held Corporation, Partnership or SolaPropdetorship (Schedule C) ..... 3. NONE 4. Mortgages & Notes Receivable (Schedule D) ........................... . 4. 0 • 0 O 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... . 5. 7 9 9 6 2 . 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested ........ 8. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ........ 7 0 . 0 0 8. Totat Gross Assets (total Lines t-7) .................................. 8. 7 9 9 6 2. 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ................... . 9. 6 318 . O 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............... 10. 16 8 6 . 0 0 11. Total Deductlona (total Lines 9 & 10) ................................. 11. 8004 . OO 12. Net Value of Estate (Line 8 minus Line 11) ............................ . 12. 719 5 8 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 1 g. 0 . 0 0 14 Net Value Subiact to Tax (Line 12 minus Line 13) .............. 14. 719 5 8 . O O 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 .0 0 15. 0.00 16. Amount of Line 14 taxable at linealratex.o 45 71958.00 15. 3238.00 17. Amount of Line 14 taxable at sibling rate X - 12 17. 0 • O O 18. Amount of Line 14 taxable at collateral rate X , 15 18. 0 . 0 0 19. TAX DUE ....................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 3238.00 0 L 15056042115 15056042115 J REV-t 500 EX Page a 168-26-8712 Decedent's Complete Address: FIN Number DECEDENT'S NAME OHN GREGOR DECEDENT'S SOCIAL SECURITY NUMBER 168-26.8712 STREET ADDRESS AJNM H I2. CITY cAnA; cc- STATE s ZIP ~~ ~r~- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit (1) 3238.00 B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty Total InteresVPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In oval on Page 2, Llne 20 to request a refund. (4) 0.00 5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) 3238.00 (SA) (5B) 3238.00 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, 1992, 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 secudty at hls or her death? .. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ contains a beneficiary deslgnation? ..................................................... . 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 beneficiades 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-1502 EX+(1108) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER All real property owned solely or ea a tenant In common mwt be reported et fair market value. Falr market value is tlefined as the price at which property would be ezchenged behveen a willing buyer entl a willing seller, neither being compelletl ro buy or sell, both having reasonable knowletlge of the relevant facts. If more space is needed, insert additional sheets of the same size. 217 PEV-1503 EX+ (6H5) SCHEDULE B COMMONWEALTH OP PENNSYLVANIA I STOCKS & BONDS INHERITANCE TA%flETURN flESIDENT DECEDENT ESTATE OF FILE NUMBER Ail property Jointly-ownetl with right of survivorehlp must be tllaeloaetl on Schetlule F. ITEM VALUE AT DATE / ~ /~ (If more space is needed, insert additional sheets of the same size) 217 REV-1508 EX+(B-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMO ER TANCE~A%RETURN~'A PERSONAL PROPERTY (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-05) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8 A. FUNERAL EXPENSES: 1. EWING BRITHERS FUNERAL HOME 2. GRAVE OPENING AND CLOSING e. 1. State Zip 2. Atlomey Fees 3. Fatuity Ezemption: (If decedent's atltlress is not the same as claimant's, attach ezplenation) Claimant 4. 5. 6. 7. MINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address Ciry Year(s) Commission Pafd: Street Adtlress city state Relationship of Claimant to Decedent Probate Fees Accountant's Foes Tax Return Preparer's Feas GAL FEES Zip 4,000 1,065 150 1.103 (If more space is needed, insert additional sheets of the same size) REV-1512 EXa (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER REV-1513 EX+ (11-OB) ESTATE OF Pennsylvania I SCHEDULE J DEPARTMEM OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not UK Truatea(s) OF ESTATE I. TAl(ABIE DISTRIBUTIONS [Include outright spousal tlisidbutlons and transfers untler Sec. 2118 (a) (1.2).] 1. DEBORAH PFANNENSCHMIDT DAUGHTER 100 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 130E REV-1500 COVER SHEET. $ O It more space is neetletl, Insert additlonel sheets of the same slze.