HomeMy WebLinkAbout09-28-09Suffix Decedents First Name MI
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Suffix Souse s Frst Name MI
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~ THIS RETURN MUST 8E FILED IN DUPLICATE WITH THE
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m44 REGISTER OF WILLS
FILL INAPPROPRIATE OVALS BELOW
~ 1. Original Relurn O 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 Will) (Attach Copy of Trust)
O 9. LitipQiat1ion Proceetls~~`e~ceived O 10. Spouse Poverty redit (dater of death O
11. Election to taz under Sec. 9113(A)
~( ~ LNII \- 1n er1"'\n\AS 1" " ~ ,Q behaw.Lrn~1-~3~ap61-1-y;s-r: r ,I ~1
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-THIS SECTION SI1117 T BE COMPLETED. ALL
Name Daytime Telephone h
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Firm Name (If Applicable) ~
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First line of address ~= f
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Second Ilne of address -
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1 ~:a to k. •.f,r ...f es Y .1....>> rt ., vfii .• tt,. k iat>te r ..f~xa~+'
Qtr or Posl Offce State Z~ Code D E
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Correspondent's a-mail address: ~ a ~) j r
Under penalties of perjury, I declare that I have examined this return, it
it is true, correct and complete. Declaration of preparer other than the
OF
RETURN
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 15056051047 15056051047
FILED
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~hedules and statements, and to the best of my knowledge and belief,
is based on all information of which oreoarer has anv knnwieAno
TAX INFORMATION SHOULD BE DIRECTED T0:
..J
15056052048
REV-1500 EX
ff
~/N N~
Security+Number
RECAPITULATION
1. Real estate (Schedule A) .. ......... .....:... ......... ......... 1 ~ 4kx3xs3wnb,.~asaw.
2. Stocks and Bonds (Schedule B) ...... ..
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3 S
4. Mortgages 8 Notes Receivable (Schedule D) ...... ......... ......... 4 _Q;~
ae»7> xae fi+=ay= x.r
5. Bank De osits 8 Miscellaneous PePsonal Pro ert Schedule E
Cash 5 ~~ `~
.
, XYR p&u. r#8Y*
~ t
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... 6 ~ , r
~xa ao3e°s
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property i ~;
(Schedule G) O Separate Billing Requested . 7 ~ ~ ~
awed !~*wwaay,
~ i r
8. Total Gross Assets (total Lines 1-7) ... ......... ....... .. 8 i~,.,.45.: gyn. m,_ rt;
9.
Funeral Expenses BAdministrative Costs (Schedule H) ........ ......... 7 r
A ~ 3 ) ~
9 ~
~°tY88~$am
s
r.
10.
Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .... ........ ~ k t ~ '
10 ~ a ~.~"'~
zdw' B° Qr~
n * ° $
11. Total Deductions (total Lines 9 8 10) .................................. . 11. {., (. a r?.
12.
Net Value of Estate (Line 8 minus Line 11) ....... ......... R ;
12 ~ " ~cc !' ~ '`
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Y
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13. Charitable and Governmental BequestslSec 9113 Trusts for which R t +,
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an election to tax has not been made (Schedule J) ....................... . 13.
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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 taz rate, or
transfers under Sec. 9116
(a)(1.2) X .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 i B.
19. TAX DUE ...................................................~.... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
^y V
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Side 2
15056052048 15056U52048
O
~ }
REV-1500 EX Page 3 File Number ~ / _O ~ _ O I~ p~
Decedent's Complete Address:
DECEDENT'S NAME ~LZ/7 / ~ /
/O 'J io
STREET ADDRES - - _. _. _. - -_ -...-. - __- _-_..-
__ __ _ _ --
----
CITY STATE -- _-i ZIP
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (i)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments __ _
C. Discount - - -- -
------- --- -- _ Total Credits (A+g+C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty ___ _._---_. _____...
--- _ - - - - - Total InteresUPenalty (D + E) (3)
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. (4)
5. If Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
1. Did decedent make a transfer and: Yes o
a. retain the use or income of the property transferred :................................................................................... ....... ^
b. retain the right to designate who shall use fhe property transferred or its inwme :..................................... ....... ^
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 tor" or payable upon death bank account or security at his or her death? ........ ...... ^
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 7HE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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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 dogs not exemQ 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.
REV-1502 EXr (8-a0)
scN~ou~E a
COMMONWEALTH OF PENNSYLVANIA REAL ESTATE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
~p-7Hy p. ~//U /U~`/ a l- a9- ~~9L
~ All real property owned solety or ea a bnant In common must be reported at fair market value. Fair market value is defined as the price at which property would tre
atv-,sm Ex.nan
SCHEDULE E
COMMDNWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8t MISC.
INHR SIDENED EDENTRN PERSONAL PROPERTY
w, n. ~ yr FILE NUMBER
Indude the proceeds of 18igation and the date the proceeds were received by the estate. All property jointlyowned with tha dgM of survivonchip must be disclosed on Schedule F.
NUMBER DESCRIPTION ~y~ V~
OF DEATH
,. m ~I--I~ F~ - cl~-cl~q, a,:oo-u-,~t~ 9 0 0 ~ ~' 3 38 ~ ~ (m 3' ~ l a
TOTAL (Also enter on line 5, Recapitulation) I ;
(Ii more space is needed, insert additional sheets of the same size)
REV-1511 E)(+(10-06)
SCHEDULE M
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
cornrc yr FILE NUMBER
Debts of decedent must be reported on Schedule L
ITEM
A. FUNERAL EXPENSES:
,. ~~-~-c,l-z G'tiv-,ra~.wt ~.*.cc..o ~-l ~.o.-L ~ti - q$1, s3o • 6a
B.
1
ADMINISTRATIVE COSTS: ~~ ~ C
Personal Representative's Commissions
Name of Personal Representative(s) __
Street Address
City
Year(s) Commission Paid:
State Zip
Z. Attorney Fees n ~ ~ J G
~ "J (~
S. 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 ///~~~~~_ ,,,///
4. Probate Fees ~aG' ;~ ~ ~M.~.
5~ Accountant's Fees o
8. ~ Tax Return Preparer's Fees
7
Sd • sb
TOTAL (Also enter on line 9 Recapitulation) I $ ~ 5 8 a.
(If more space Is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCNEpULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not Llst Trustee(s) AMOUNT OR SHARE
OF ESTATE
1 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9118 (a) (12„
S t ~~ r
,. CaRblt~- ~, '~ov~258 0~
~~ q Tw~be-r T ~ l~-~ Y~R
~vv.es ~~~K, P~ - l 6c-S~
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
REV1512 EXi (1203)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERiTANCerAxRETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF
~~,T ~ f~ ~, /~~ ~ ~ FILE NUMBER
7 ~ ~ ~/-09 0'990
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
,. ~ ~ ~-,JZ (c.lS~) n~~ C~ 400 3 u a Boa qg ~s, $ ~ 9, ~7
S96 ~
a ~ ~~~ ~~ ~ ~ 3 r 5~a-~ ~1 S, 8Sa . ,i-S
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3
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CJgROLZN~ B. THO~PBON
2269 Timberlake Drive
James Croek, Pa. 16657
814.658-7327
September 22, 2009
Cumberland County Register of Willa
1 Courthouse Square n
Carlisle, Pa. 17013-3387 ~ ~ N -r,
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Re: Estate of Cathy A. Finney ~ .z~
File #21-09-0796 `? _,
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Ladies & Gentlemen: ,~ ~ ~
+
a o ,. -
Enclosed please find an original and one copy of the Inheritance Taa Return
for my sister, Cathy A. Finney together with check in the amount of 515.00.
Kindly file the Inheritance Taa Return in the usual manner.
Thank you for your kind attention to this nutter.
Very truly yours,
Caroline S. Thompson
Enclosures