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Home My WebLink About08-27-09 (2)' 15056051047 REW-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 0 8 0 0 8 9 9` Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0` 9 2 6 9 3 5 3 0` 3 ' 2 ~ 'Z 0 0 8 0 3 2 5` 1 9 .3 4 Decedent's Last Name Suffix Decedent's First Name MI S a t c h e 1 1 W i n i f r e d T. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILE D IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Return ~ 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of 1Mill) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name _ _ Daytime Telep~o~ne Number ~ ~-- ° 3~ t A n t h o n y L. D e L u c a E s q 7 1 7 ~~ 8~ 4,=~`~ "-' -, v... _.. ~ , _ Firm Name (If Applicable) REGISTER LS U ONLY'- .- ~..~, ~'r'1 -- . .~.=..` w77 ~, .F ~ ~ ~ ...., ~..' S ... -, ., First line of address ' ~~ 't7 ~ ' "i t. __! C~? _~.~ ~ .-r... P O B o x 3 5 8 ~ 4`V ~ --r -~--r ., Second line of address -~'' i~J 1 1 3 F r o n t S t r e'e t City or Post Office State ZIP Code DATE FILED B o i 1 i n'g S p r i n g s P A 1 ~ Q ~~ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN _, 4ATE ~~~ l~ ~~ ~?6 /3 Side 1 15056051047 15056051047 REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 1 4 ~ 5 4 0 ~ 8 0 2. Stocks and Bonds (Schedule B) .................................. ..... 2. 0 • 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0 + 0 0 4. Mortgages & Notes Receivable (Schedule D) ........................ ..... 4. 0 ' 0 0 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ... ..... 5. 0 + 0 Q 6. Jointly Owned Property (Schedule F) p Separate Billing Requested .. ..... 6. 0 + 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested... ..... 7. 0 • 0 0 8. Tota! Gross Assets (total Lines 1-7) ............................... ..... 8. 1 4 r 5 4 0' 8 ~ 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................ ..... 9. 2 0 0 • 0 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........... ..... 10. 0 ~' 0 0 11. Total Deductions (total Lines 9 8 10) .............................. ..... 11. 2' 0 0 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ......................... ..... 12. 1 4 ~ 3 4 0 , 8 .0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made {Schedule J) ........................ 13. 0 + 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ; 1 4 3 4' 0 8 Q TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 • 16. Amount of Line 14 taxable at lineal rate x .0 4 5 1 4, 3 4 0 8 0< 16. `_6 ' 4 5• 3 4; 17. Amount of Line 14 taxable at sibling rate X .12 . 17. s' 18. Amount of Line 14 taxable at collateral rate X .15 • 18. • 19. TAX DUE ..................................................... .... 19. 6 4 5 ,~ 3 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 15056052048 Decedent's Social Security Number 2 0 9 2 6 9 3 6 3 15U56052048 15056052048 J REV-1502 EX+ (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Winifred T. Satchell 21-08-00899 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F ITEM NUMBER One half interest in residential property situated at 3744 N. Sydenham Street, Philadelphia, PA See attached Real Estate Transfer Tax Certificati n for this property. This is a supplemental return because the above one half interest in said real estate was conveyed to the Estate of Winifred T. Satchell on February 12, 2009. As a result, it is respectfully requested that there be an abatement of any interest and/or penalty due and owing. VALUE AT DATE OF DEATH $14,540.88 TOTAL (Also enter on line 1, Recapitulation) ~ $ 1 4 , 5 4 0.8 8 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & . INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBER Winifred T. Satchell 21-08-00899 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: AMOUNT 1. B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. 4. 5. 6. 7, AttomeyFees Anthony L. DeLuca, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees • Tax Return Preparer's Fees 200.00 TOTAL (Also enter on line 9, Recapitulation) I $ 2 0 0. 0 0 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN . RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Winifred T. Satchell 21-08-00899 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ~ ~ ~ ~ Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1. Vicki L. Stirkey Daughter one-third 1508 Spring Road .Carlisle, PA 17013 2 William Satchell Son one-third 418 Pearl Lane Williston, South Carolina 29853 . 3• Steven Satchell 9823 Brandybuck Drive Charlotte, North Carolina 28269 Son I one-third ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 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. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ - 0 - (If more space is needed, insert additional sheets of the same size) PHILADELPHIA REAL ESTATE TRANSFER TAX CERTIFICATION Date Recorded City Tax Paid Complete each section and file in duplicate with Recorder of Deeds when (1) the full value consideration is not set forth in the Deed (2) when the deed is without consideration or by gift or (3) a tax exemption is claimed. If more space is needed, attach additional sheets(s). A. CORRESPONDENT -Ali inquiries may be directed to the following persons Name Telephone Number Margaret T. Enty Area Code_~215 927-5756 Street Address City State Zip Code 6947 N. 19th Street Philadel hia Pa 19126 B. TRANSFER DATA Date of Acceptance of Document Grantor(s) Lessor(s) Grantee(s) Lessee(s) Margaret T. Enty, Executrix of the Estate of Foyle ~R. Enty, Owner of a One-Half (1 /2) Garland W. Turner, A/KJA Garland Turner, Deceased interest and the Estate of Winifred Sarchell Deceased, owner of the other One-Half (1 /2) interest as to each One=Half interest, Tenants in Common Street Address Street Address 6947 N. 19"' Street 3744 N. S Benham Street City State Zip Code City State Zip Code Philadel hia Pa 19126 Philadel hia Pa 19140 C. PROPERTY LOCATION Street Address ~ City, Township, Borough 3744 N. Sydenham Street Philadelphia County School District Tax Parcel Number Philadelphia Philadelphia 131165000 D. VALUATION DATA 1. Actual Cash Consideration 2. Other Consideration 3. Total Consideration + 1.00 + 0 = 1.00 4. County Assessed Value 5. Common Level Ratio Factor 6. Fair Market Value $8,192.00 x3.55 $ 29,081.60 E. EXEMPTION DATA 1 a. Amount of Exemption 1 b. Percentage of Interest Conveyed 100% __ __ 100%~ 2. Check Appropriate Box Below for Exemption Claimed: _~_ Will or Intestate succession Garland W. Turner A/K/A Garland Turner Will No. 3458-02 (Name of Decedent) (Estate File Number) Transfer to ]ndustrial Development Agency. Transfer to a trust. (Attach complete copy of trust Agreement identifying all beneficiaries.) Transfer between principal and again. (Attach complete copy of agency/straw party agreement). Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation. (lf condemnation or in-lieu of condemnation, attach copy of resolution.) Transfer froth mortgagor to a holder of a mortgage in default. Mortgage Book Number ,Page Number Corrective or confirmatory Deed. (Attach complete copy of the prior Deed being corrected or confirmed.) Statutory corporate consolidation, merger or division. (Attach copy of articles.) _X_ Uther (Please explain exemption claimed, if other than listed above.) This conveyance from father to dau hter and Grandson. Not subject to Philadelphia or Pennsylvania Real Estate Transfer Tax Acts as amended. Under penalties of la~~~. 1 declare that I have examined this Statement, including accompanying information, and to the best of my knowledge and belief it is true. correct and complete. . Signature o~nfy Correspondent or Responsible Party ~ Date r .~` l.. '' _ ~ ~ ,. REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 -0$-00899 DECEDENT'S NAME Winifred T. Satchell ------ - - STREETADDRESS Claremont Nursinct &_ Rehabilitation CE?ntpr--___ ____ - _________.____.____-_-___- 1000 Claremont Road ---- -------- - - ---- CITY STATE ~IP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit - - 0 - B. Prior Payments - 0 - C. Discount _ 0 _ 3. InterestlPenalty if applicable D. Interest - 0 - E. Penalty _ 0 _ (1) $645.34 Total Credits (A + B + C) (2) - Total InterestlPenalty (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 DUE. (3) (4) (5) (5A) -0- -0- -0- 645._34 -0- (56) 6 4 5.3 4 g~ Make Check Payable to: REGISTER OF W-LLS, AGENT ~m 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 :.......................................................................................... ^ X^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ X^ 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, 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? .............. ^ X^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ 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 beneficiaries 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. Sn -~~ tots «~ ~cL 2v~~ f~yo.o~ ~ 2_5 8 Z