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HomeMy WebLinkAbout02-03-10 (2)REV-1500 EX (os-o5) PA Department of Revenue Bureau of Individual Tazes PO BOX 280801 Harrisburg, PA 17128-0801 15056051058 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN ........-~..... .............. ...................... RESIDENT DECEDENT 21 ~ 09 0468 _-~-..._......_..-..._.- ...................................._....-.......-, THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER DF WILLS FILL IN APPROPRIATE OVALS BELOW a°„' 1. Original Return 4. Lin~ted Estate O~ 8. Decedent Died Testate (Attach Copy of V1ftll) t 9. Liti~tion Proceeds Received a~9 2. Supplemental Return I 4a. Future Interest Comprornise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) C".e:.'"~ 5. Federal Estate Tax Return Required __ 1 __ 8. Total Number of Sale Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFDENTiAL TAX INFORMATION SHOULD BE DRECTED TO: Name Daytime Telephone Number Lawrence C. Posavec ; (717) 774-0704 Firm Name (If Applicable} ,.,. , ~,,,...~ , ~. .. ~. .._«. < <....... REGISTER'bF WILLS USLY~.~ C .... : __« ° -rT ': t First line of address ,., .,,, . ,.. .. ~ _.. ,. ~ ~ m c r r 425 Fourth Street ~? ~ > cry W ,.. _......, _._._._ .. ...... ......... ...... _, ~ ...... ~~ C'R C~ c~ "> -~ FM Second line of address ...... .. _.... _ ~©~ , Z City or Past Office State ZIP Code >p~fE FILED p__.._ New Cumberland ~ PA ;17070-1802 Correspondents a-maa address: larryposavec(~verizon.net Under penalties of perjury, I declare that I have examirred this return, irrduding accompanying schedules and staterrxsnts, and to the t>e~ of my knowledge and belief, it is true, Correct and compl~e. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. I ATURE OF PERSON ESPONSI E FOR FILING RETURN DATE 02/03/10 D 425 Fourth Street, New Cumberland, PA, 17070-1802 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 1505605Z05y REV-1500 EX Mary A Posavec Decedent's Social Security Number 222-20-5585 RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2.1 3. Closely Hekl Ccxporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 58,000.00 120,192.58 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned. Property (Schedule F) Separate BiNing Requested ....... 6 . , 7. Inter-Vivos Transfers & Miscellaneous Separate Bi~lii ~ Requested........ 7 (Schedule G) _ ..: ... .:. a tafst Gross Assets (total Lines 1-7) .................................... 8. ~.em ------------ 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 8 10) ................................... 11. 12. Net Yalue of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . • • • ..... _ .. 13. an election to tax has not been made (Schedule J) ........... . ~4 Net Value Sublect to Tax (Line 12 minus Line 13) • • • 14 82,093.39 10,090.80 270,376.77 11,014.82 60.00 11,074.82 259,301.95 259,301.95 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or ___..... ~ _. __.. _....._. , transfers under Sec. 9116 15. 16. Amount of line 14 taxable 16 11 668 59 at lineal rate X .0 45 ,.....,. ..... 17. Amount of Line 14 taxable 17 at sibling rate X .12 ' 18. Amount of Line 14 taxable 18 at cdlateral rate X .15 ,. _ .. 11,668 59 ....... 19 .. _.._..... 19. TAX DUE ................................................ .. __~ ...._.. _... 20. FlLL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056052059 15056052059 REV-1500 EX Page 3 ~"~- y.,:., I Decedent's Complete Address: ( 21 ~09 ~ 0468 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Mary A Posavec 222-20-5585 STREET ADDRESS 425 Fourth Street Cln, STATE PA ZIP 17070-1802 New Cumberland Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1} 11,688.59 2. Credits/Paymenis A. Spousal Poverty Credit 000.00 11 B. Prior Payments , C. Discount 550.00 Total Credits (A + B + C) (2) 11,550.00 InterestlPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) ff Line 2 is greater than Line 1 + Line 3, enter the differerwe. Thy is the OVERPAYfk1ENT. Fill in oval on Page 2, Line 20 to request a refund. (4) ff L'me 1 + Line 3 is greater than Line 2, enter the drfference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (~) 118.59 Make Check Payable to: REGISTER OF WILLS, AGENT `gVi;+;i; i;i:k'riiif~X~'?y4>;i;ci e4:'>ii:i ' Yif'+r isisnii'n'"ki:'ni:ii':i[>;4i;i;i; ~'L4kiiiti "i:i:Li:Yile ~ ~ ~ni!kF`NY....n i44"ii• "ui`:.i~ :. ri;Vii:i: ~ :i;i: C.n `'.rG,':',~i:,n,;. , ..: .....:..... ::....::::.:...... ::M;nn .. .., rrexn;NSeni:n,' ~nGr!tu"n' . wGue Hn,~: ! t~ion ..............::::::.....: ......::::::........:r....., , »,:r.„..„.. ,>,f>::.. .:...:: .. ,:):K,.:..C:.. r .. w... ~...: yrpT:;n~. .. ..n.... .:: .... . ~: ....y, ..r.s...:. .JH. ., :.... e: ,....... .r.:::!*'.:i, „i,i,.,,,. , <,w.>•,...:., . :. z:...G .z : .:i,N:c.. .~~,. , a.. rt.r.,. .~' ~ ., ...,..... :.......:.....~ .:„,,. , ,..,.,.,...............,,.. u........:., ~:.......... :~.. .C.G.. .s*r . ......:..... w.t.:. ::.:G.:,: ..f.: _.. : vG.G :'rC:: ... .............. .. .2..:'r,~MNen'n,~'niy't~~3~_;, G~n'nnn~. .....::.mn:...amn ~:... ,;::r:::mn:n:........:"sGr.,: a.,..,:,,.:,;.~.,...,:e... ~+,: ~::..::.::H,.ee..>..: :..........,, ::.. seexs.. x.**+sx .,;.::ene.e~..s.e.:,:e ':.». ., .,. :kt9#. ..,...r....... _............ _~.,...s _ ....... 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 ncome 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 .......................................................................................................................... benefits or care? ...................................................................... romase for Irfe of either payments receive the d ^ , p . 2. If death occurred after December 12,1982, did decedent transfer property within one year of death ........ .. ^ .. WlthoUt reC@IVing adequate OOrrslderatlWl? .................................................................................................. ? ^ .............. 3. Did decedent own an "in bust for" or payable upon death bank account or security at his or her death Did decedent own an Individual Retrrement Account, annuity, or other non-probate property which 4 . ^ contains a beneficiary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE 4UESTIONS IS YES, YOU MUST CaIIIPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ..........: ...::::.::....:........ :.:.......::..:.i:Li:i:kkRr :....:.......:..:......:.... :.. [.hn:;>:nM t..n«;Nxs,4" ~Fi;i;iii:i:i:::. Y..Gi ........... ::.....:....:.:....::..:::...... ...~:.. r.nr .Frpp Fs. .:.an. .. x...e~. r,. E.ri:ez G ~'"'fKnRnfi ~ Gnn~~ ~~ ~ Kf4PGnnESF G K ...................::.......... .. ...:..:....::..:...: .:x.:.:. ,.~ :.:.:.. u+ ,,:. 4gF.¢':.Ri:ygitg.;;2%n . "GSGGk'~. S'~::. 'tlGB w. "~ . !.. G' L:.:o,:',:,::su r..F x .. as,,;,°°.. '~. :..:. ...:......................... .,..sw r.,:.. u..::.s,.ess. ~.. K:..GG €G...rs . e...n s...S. x..~e.:....kRx.. ...t*s .... ...rr...: ee"Zi:::k,~`a#.e~,;,~. G .e... .t .t 4 :. k ~M: rus.C.a n.riiC~e ~. n ANC ~~p~; r.~:: x~.~iu. x$G2Y+~ i'iAi'n~~si:,~~,f~xr'~~.',y~r:~,~nr :R1F'Nn; :.:.:::.... rr::..:.:r„x::„:,.,.„,.:::s.:.>, , . s:. »::,,:+,...»:+ .. ~L ... rt. ..k ..k.. ......en , .s ..:.:...aa" : +a..::::...e. .~..+x ..Ma^ o. 1 . SGks. :..tx. .::~'@ rt..... . ,.s.::::,,:.e~v:. r,~xu .... .. 6 . s rhea .4@xk.Bn~A C . "e:. .. fi'x'..... ,.€.. r..,... ...s ,. f ~ ~.::, .. ` f..ER€€f ..E...e,..::n G n 1~.yas:.........:... f .:............................... ...:.....,~.~„:G::x..~.~..„,.xx..xxxx~6xx~k.Es.. ~.~.~..~. .,~ ~ €,.G~x.~s .:...::..,~a...fast.a€G?'::r::„..~,..s~€f~asE,.F~,s.,,:,:,,g~,.~RFazF€.~~.F~,:er.3r..R,~y~,.,~a.::. ,.`#fa ~... :::x.<.GGGGa.^kr.,,..,~.x.x,.~,..:..G.r:,,~,x~~x~ar~ x M ka^G*rx ~s;~ v~ s ~a .~ ....._.........i...... i.... :.. !;t.y!,5.:.:...n::: nrvnpy:"yyyn.r.!;..ggn:^::P.ES:~:xg9*!:n;:^.4!:'a!:!:.:?5..~...4.a.::.:..:xF..:. ra.•.5x.:hx.ba.::,'q~q.F,',;:::rn.~NC.G'.."'....... '~ .. .q 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 (3j 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 a 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 disdosure of assets and filing a tax return are still a~licable even if the surviving spouse is the only benefiaary. 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 dec~enYs lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(aj(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents sil~ings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. A siring is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by bbod or adoption. REV-1508 EX~ (6-88) SCMEp1~LE E COMMONWEALTIi OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mary A. Posavec 21-09-0468 82,093.39 REV-1511 EX+ ~' ~-09) ~ Pennsylvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Marv A. Posavec SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER 21-09-0468 fDeccdeM's debts must be reported on 5duduk i. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES;_ __ _ __ ____ _ __ __ _ _ _ _ _ _ ___ _ __ 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City _ State _ ZIP - Year(s) Commission Paid: 2. Attorney Fees: 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: 5. Accountant Fees: 6. Tax Return Preparer fees: 7. _ _ t o-. Appraisal Fee - Appraisal of House at 425 Fourth Street, New Cumberland, Pennsylvania _ _ _ _ _ _ _ _ _ _ Previous total _ __ _____ TOTAL (Also enter on Line 9, Recapitulation) ; If more mace is needed, use additional sheets of paper Df the same size. 325.00 10,689.82 11,014.82 REV-1513 EX+ {' 1-~) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DKEDENT ~~ ~savec 1.' SCHEDULE BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright spousal distributions and t2nsfers under Sec. 9116 (a) (1.2).] _ ___ _ ____ __ __ Margaret P. Licon, 3174 Thomapple Drive, Lancaster, PA 17601-6906 William E. Posavec, 615 Camp Hebron Rd., Halifax, PA 17032 Lawrence C. Posavec, 425 Fourth Street, New Cumberland, PA 17070 John A. Posavec, 415 Park Avenue, New Cumberland, PA 17070 __ _ _ _ __ ENTER DOLIAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROU( NON TAXABI.I: DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO T RELATIONSHIP TO DECEDEI Do Not List Trustee(s) 4X IS NOT TAKEN FILE NUMBER 21-09-0468 AMOUNT OR SHARE OF ESTATE If more space is needed, insert additional sheets of the same size.