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HomeMy WebLinkAbout11-12-09 (2)~ '. 1.5056051.058 REV-15QQ EX (©6-fl5) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes ~,' ~ :~ County Code Year File Numt~er PO BOX 280641 INHERITANCE TAX RETURN Hamsburg, PA 1~12s-4s41 - RESIDENT DECEDENT ~ g Q C~ ENTER DECEDENT INFORMATION BELOW Sodal Security Number Date of Death Date of Birth 171-28-014 9 7/28J09 Z/3I36 Decedent's Last Name Heck Suffix Sr. Decedent's First Name MI Joseph D. Spouse's First Name MI Agnes M. {If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Heck Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW X 1. Original Return THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER ~F WILLS 2. Supplemental Return 3. Remainder Return (date of death 4. Limited Estate prior to 12-13-82) 4a. Future Interest Compromise (date of 5. Federal Estate Tax Retum Required death after 12-12-82) ,~' 6. Decedent Died Testate ~. Decedent Maintained a Livin Trust (Attach Copy of Will) (Attach Copy of Trust) g $~ Total Number of Safe Deposit Boxes 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 - THI5 SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Michael S. Travis 717 731-9502 Firm Name (If Applicable) Attorney at .Law First line of address 3904 Trinclle Road Second line of address City or Post Office Camp Hill State ZIP Code PA 17011 '. ~ ~ ... ''~ .. . V ~ may` ;., ` j: A 1 ~ ~ ~, { .• .. j i .~ . "~- ~7 r ; r ~z -' ' ~ ~ 3r ... Y 1 .. :~ - ~ ~ fV ,,~ .. r +~~i ~~. .- ~.,. _ _ ,~ ,, . ~_, . t ~ ; Correspondent's a-mail address: mtravislaw@comeast.net Under penalties of perjury, I declare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, cornett and complete. Dedatation of preparer other #han the personal representative is based on all information of which preparer has any knowledge, SIGNATU F PERSON RESPONSIBLE FOR FI IN ETURN ~ aTc AnnRF~.~ -- - ~ --- -- ~ ~ 1 ~tll ,532 F,no d, West Fairview, PA 17025 SIGNA PARER OTHE EPRESENTATIVE _ 3904 'I'rindle Roac1, Camp Hill PA 17011 'LEASE USE ORIGINAL FORM ONLY 1505605:1.058 Side 1 ii~~y 15056051058 ~ ' 1 s05f~os205 _9 REV 1500 EX Decedent's Name: Heck, .Toseph, Sr. RECAPITULATION 1. Real estate (Schedule A). N~A , Survi.Virig Spouse .............. 1. 2. Stocks and Bonds (Schedule B) ......... .. . ...................... ..... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages ~ Notes Receivable (Schedule D) ..... ........... . ....... ..... 4. 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) .... .. , , 5. 6. Jointly Owned Property (Schedule F} Separate Billing Requested $ ... 7. Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) .... , Separate Billing Requested.... ... , 7. 8. Total Gross Assets (total Lines 1-7) ... ........... . ................. .. 8- 9. Funeral Expenses & Administrative Costs (Schedule H). ........ . ....... .... 9. 10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) .... , . , . .... .... 10. 11. Total Deductions (total Lines 9 ~ 10) ....... ............. . .......... .. 11. 12. Net Value of Estate (Line 8 minus Line 11 } .... , .. . 13. ChaHtable and Governmental Bequests/Sec 9113 Tnasts for which 12 an election to tax has not been made (Schedule J) .. .... . .......... .13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. .......... . ........ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ... 14. 15. Amaunt of Line,. le at tti 5ousal tax rate r transfe 116 (a)(1.2) X .0, QU 16. Amount of Line 14 ~~„~ble 15. at Lineal rate X .0 17. Amount of Line 14 taxable 16. at sibling rate X .12 18. Amount of Line 14 taxable 17. at collateral rate X .15 19. TAX DUE ........................ . ........... ....19. ................. 20. FILL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Social Security Number 171-28-0149 0.00 0.00 0.00 0.00 36,597.46 0.00 0.00 36,597.4E 7, 381.00 0.00 7, 381.00 29, 216. 4h 29, 216.46 0.00 0.00 1. sOS6os20s9 Side 2 ~..~,~ x sossos2os9 ~....~ REV-1500 SEX Page 3 Decedent's Complete Address: Joseph n. Heck Sr. STREETADDRESS _ 532 Enola Road clrv West Fairview Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty File. Number DECEDENTS SOCIAL SECURITY NUMBER 171-28-0149 STATE PA Total Credits (A + g + C ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.thI Interest/Penalty (D + E ) Filf in oval on Page 2, Line 24 to request a refund. 5. ff 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. 41) (2) (~) (4) (b) ZIP 17025 ~~ ~ ~ ~' ~~i3 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) a'• c7 ~ Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY P " " LACING AN X IN THE APP 1. Did decedent make a transfer and: ROPRIA TE BLOCKS a. retain the use or income of the property transferred :........................... b t i th No . re a n e right to designate who shall use the ""' Rroperty transferred ar its income' ............ c r t i ...................... "' ~ . e a n a reversionary int erest; or ............................ ........ '-'••~. ....,...,..•...~..~...~.~~~ .. ^ x 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 receivin a ? g dequate consideration . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. 4. Did decedent own an individual Retirement A . ^ ccount, annuity or other non- robate ro contains a beneficia d ~ p P ferny which ry esignation . ................................... 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 transfe is three (3) percent [72 P.S. §9116 (a} (1.1) (i}j, rs to or for the use of the surviving spouse 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 survi [72 P.S. §9116 (a) (1.1) (ii}j. The statute does not xemot a transfer to a surviving spouse from tax, and the statuto re uiremen ng spouse is zero {Oj percent filing a tax return are stiff! applicable even it the surviving spouse is the only beneficiary, ry q is for disclosure of assets and For dates of death on or after July 1, 20Q0: 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 adoptive parent, or a stepparent of the child is zero (0} percent [72 P.S. §9116(a)(1.2)j. the use of a natural parent, an The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is four and one-half 4. 72 P.S. §9116(1.2} (12 P.S. §9116{a)(1)j. (5) percent, except as noted in 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 Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. § { }(1•~}j• Asibling is defined, under ~~ t~,~~ Pa;we+/wn!d' t:~c~r,~r~o€~~tvr_~:~.T~ c~r~ r~~r~rvs~r.~~rf3~ ~~ ~ H ~ r ~r ~~a ~ k Heck, Joseph Sr. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All proP~Y joirrtly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1• Certificates of Deposit(4) New Ct~nberland F'C[J XX1230 2. Checking account .M&T .Rank XXXX~0~5003 3• 200$ Chevrolet Impala 4• Man's wardrobe TOTAL (Also enter on line 5, Recapitulation) $ (ff more space is needed, insert additional sheets of the same size) OF DEATH 16,764.17 5,745.79 13, 7$7.50 300.00 36, 597.46 ~EV~~ii EX•+~~aos~ ~~ COMMONWEALTH OF PENNSYLVANIA INHERfTANCE TAX RETURN RESIDENT DECEDENT C•[~TL Tl~ w. SCHEaVLE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS w ~h~ c ur Fleck, Joseph, Sr, FlLE NUMBER Debts of decedent must be reported on Schedule L ITEM NUMBER A• FUNERAL EXPENSES: DESCRIPTION AMpUNT 1. .Funeral Home 5, 347.00 B• ~ ADMINISTRATIVE COSTS: ~ • Personal Representative's Commissions Name of Personal Representative(s) _ SjJOllSe ----__---~__,- N/A Street Address -'-----~ City _____. _ -________._ -----------~ ---------- State Zip - Year(s) Commission Paid: 2• Attorney Fees Michael S. '1'Y'aV1S 1,500.00 3- 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 Court fees 334.00 5• Accountant's Fees s• ' Tax Return Preparer's Fees ~. Ac~Vertising fees lest ) 200.00 TQTAL (Also enter on line 9, Recapitulation) S 7, 381 .00 (If mare space is needed, insert additional sheets of the same size) Page 1 (IJntitled ) LAST WILL AND TESTAMENT OF JOSEPH DALE HECK ~: JOSEPH DALE HECK BEING OF SOUND MIND AND GOOD HEALTH HERE BY DO BEQUEATH ALL OF MY WORLDLY POSSESSION S TO MY WIFE AGNES MA}~ HECK FORMLy AGNES MAE WHITTINGTON,PROVIDED THAT SHE SURVIVES ME. OTHERWISE ALL MX WORDLY POSSESSIONS WILL BE EQUALY DIVIDED BETWEEN MY SURVIVING CHILDREN THOSE B EING CKAREN SHOLLY JOSEPH JR. GEORGE W. CHARLES A.] ALL WHICH ARE HECK,S AND ARE MY CHILDREN. WITTNESSED BY (/11.yc Notarial Seal Tina M. Shafer, Notary Public East Pennsboro Twp.. Cumberland County My Commission Expires Nav. 15, 1999 em er. enrisylvan ~ ssocra ion of Notaries SIGNED THIS/7~DAY OF~T(~,(,1P f~jr'~' ~~G