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Home My WebLink About09-28-0915056051058 REV- ^ 5OO EX (06-05) OFFICW, USE ONLY PA Department of Revenue Counly Cade Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN POHarrisbur9, PA 17128-0601 RESIDENT DECEDENT ~ I O ~ ~ 2~ (~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date ~ Death Date of Etirth 203-10-9734 12!02/2008 11/18/1918 Decedent's Last Name Suffix Decedent's First Name MI Deeter Elizabeth ~ (If Applicable) Enter Surviving Spouse's Information Betow Spouse's last Name Suftx Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FlLED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 1. Original Retum ~ 2. Supplemental Retum 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum 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 1NII) (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 CORRE8PONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number L. Rex Bickley, Esquire (717) 234-0577 , , Finn Name Qf Applicable) ~ C7 REGISTER OF~1gL:L~. USE ONLY _ ,. ~ 1 ~ _ , li CTt y , ~ First line of address 1Cj rn _- - ~ 114 South Street ` '~~ %~ ~ -" - Second line of address ~ C~ ~~- -'`~ , _ _` i a,.0 ~ _ , Clty Or POSt O(fice -:, State ZIP Code DATE`"~ILED -, r'~,r N Harrsiburg PA 17101 Correspondent's e-mail address: Under penattiees of perjury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief It is true, correct and oarmplete. DeGaretion of preparer other than the personal representative is based on ail Information of which preparer has any knowledge. SIGNATURE OF P N R SPONSIBLE FO ILING RETURN DATE ADDRESS / ' - - - S z re .~~ Dom- ~ e ~~-- 3 3 C 13 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIV DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV 1500 EX Decedents Social Security Number Elizabeth J Deeter 203-10-9734 oe~ede~rs Name: RECAPITULATION 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 i;< Notes Receivable (schedule D} .......................... ... 4. 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ..... ... 5. 10,927.89 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. 7. Inter-Vvos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 10,927.89 9. Funeral Expenses 8 Administrative Costs (Schedule H) .................. ... 9. 0.00 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............ .... 10. 0.00 11. Total Deductions (total Lines 9 8 10) ............................... .... 11. 0.00 12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. 10,927.89 13. Charitable and Governmental BequestslSec 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. 10,927.89 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_ 15. 16. Amount of tine 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable 1 092 78 17 131.13 , . at sibling rate x .12 . 18. Amount of Line 14 taxable 9 835 11 475.27 1 , . at collateral rate X .15 18. , 19. . .................................... TAX DUE ................. .... 19. 1,606.40 20. FILL IN TFiE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Flb Number Decedent's Complete Address: DECEDENT NAME DECEDENT'S SOCIAL SECURITY NUMBER Elizabeth J Deeter 203-10-9734 _ -- - - STREETADDRESS 314 Messiah Cirlce CITY ST TE - _I ZIP Mechancisburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditsJPayments A. Spousal Poverty Credft B. Prior Payments C. Discount 3. InteresUPenalty if applicable D. Interest E. Penalty 6.38 (1) Total Credits (A + g + C) (2) Total InteresUPenatty (D + E ) 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. 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 bUE. (3} (4) (5) (5A) (mil Make Check Payable to: REGISTER OF WILLS, AGENT 1,606.40 0.00 6.38 0.00 1,606.40 6.38 1,612.48 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Uansfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ b. retain the right to designate who shall use the properly transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for Hfe 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? .............. ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate propeAy which contains a beneficiary designation? ...................................................................................... .................................. ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 exemot 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 benefaary. 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 a 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 benefiaaries is four and onefialf (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. __ pvact%}%ovt.er portal, _ page s o f i Penalty and Interest Calculations CALCULATION DATES- 09/02/2009 TO 10/1/2009 TAX DEFICIENCY $ 1,606.40 CAILCULATED INTEREST $ 6.38 BALANCE AS OF 10/1/2009 $ 1,612.78 ~ Start Over- ~ hops:~~www.doresew~ces.state.pa.u ~p~tserv~ces~~efau.~t.aspx 9/z6~2ooy F ~ t REV-17374 EX + (6-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RENRN NONRESIDENT DECEDENT SCNEpULE E, PART 1 MISCELLANEOYS PERSONAL PROPERTY ESTATE OF Elizabeth J. Deeter FILE NUMBER Part 1 must include all tangible personal property having its sites in Pennsylvania. Examples of tangible personal property are jewelry, furniture, paintings, etc. All property Jointly-owned with the right of survivorship must be dlaclosed on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is elected. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~• Penn Treaty Insurance Refund 10,800.00 2 Penn Treaty Insurance Refund 127.89 ~~ ~ TOTAL 10 927.89 , S PART 3 AL (From reverse side.) a TOTAL (Also enter on Line 5, Recapitulation.) ~ 10,927.89 (If more space is needed, use additional sheets of paper of the same size)