HomeMy WebLinkAbout02-05-10J 15056051058
REV-1500 Excos-os, t~ ~Y
PA DaPMarrat d wwrara
Bureau of IrdlrkrtW Taxes Carty Cods Year File Number
Poeoxseoeol INHERITANCE TAX RETURN o /-~--
PA n128~aem RESIDENT DECEDENT pj~ J ~ 7 N' ~ p?
Soda! Security Number pate d Death
- _.
18s-8a-187z o7roznoo8
Decedents last Name x
__
Sohomuch
(a MPNa~•l ~- $uMvhq aparae's IMarnrMon Oebw
S
pouse s last Name
8ufllx _ . Spouse's First Name MI
____
_ _
Spouse's Soaal Security Number
.....
__ __.
..........
THIS RETURN MUST f3E FILED IN DUPLICATE YVII'H THE
-- - - REGISTER OF NNI~.LS
FlLL ql APrROPR1ATE twAls Bi~~ow
~ 1. Original Return O 2. Supplemental Retum O 3. Rerrrektda Ralum (lots d death
O 4. lJml[ed Eetste O prior to 12-13-92)
4a. Future Interest Comprorrdse !date d O 5. Federal Palate Tax Rattan Requked
death alter 12-12-82)
O 8. DecedMtt pad Testate O
(Attach cop
d wa, 7. Deosdent Makrtakred a lJNrrp Trust -_- 8. Total Number d Safe Deposit Bates
y pvad, copy d Trust)
O 9. Lltlpatlon Prooaeds Recalwd O 10. Spousal Poverty Crodit (date d death O 11. EIsrllat to tax urrda Sec, 9113(A)
between 12.911 arrd 1-1~6) iAttaoh ~. O)
I~OND@IT' TfMB >~C71011 MUD ~` . ALL CAItl1~P011DENCE Aim CONFgENitAL TAX INFDRYATION &IOIiLD BE DMIECT~ T0:
Name Oaydrrls Talsphorle Number
Michael J Sohomuch III 7
~
Firm Name (M Applicable) _ (
17) 897-587
_ _ 'r'1
_ - .... i REGISTER ORS ow
Date d Birth
o2ro2rzoos
- __
Decedents First Name MI
McKenna ' E
First line d address. __
528 Allenview Dr _ _ _ _ _
___ __
Seoond Nne d address _ _ _
City or Post Ofl~e _ _ State ZIP Code _
_..
____
Mechanicsburg PA 17055
__
- _ _._
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DATE FILED
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caresponaent's e~map address: msohomtidt®verizon.net
x k mr dirrd I dadre that 1 true axantirrd ads rassn, tndudirrg acaornpenyeg adiadutn and atawntsrMa, and b ttr bast d my Wawbti-a and ba6sr,
oompiw. Dadaraean d praparar Qatar ern ttr parsorral rapraarresWa M tread on ax Ntkrnrdorr d which
SIGNATURE of vraaerar lrs any Wawiadga.
PERSON RESPONSIBLE FOR FlLINO RETURN ...~~ .., n n n ~ _.-
/ ~~/ ~ Cifr ~ 01/21/10
ApKtE38
528 Ailenview Dr. Mechanic>rbttrg PA 17055
SKiNATURE OF PREPARER OTHER TH/W REPRESENTATIVE DATE
Ip.ellfa! liy~ aea~NA~, Paw onrLr
15056051058 Bids 1
I_ 15056051058
15056052059
REV 1500 EX
Decedent's Social Security Number
__.__.
.
oacedrrYe Nsme: McKenna E Sohomuch .189-8~1--1872
...._ _
I~CAPITULATION -
1. Real estate (Schedule A) ............................................. 1. ,,
.._ _ 0.00
.
2. Stocks and Bonds(Schsdub B) ....................................... 2. _-._-.e_._______, _.__._
__~
0.00
3. Ck~esly Held Corporation. Partnership or Sole-P-opdetorshlP (SW~edule C) ..... 3. ', 0.00
4. Mortgages & Notes Reoelvabb (Sdiedub D) ............................. 4.
_.-.__ 0.00
.
5. Cash, Bank pepoaits 8 Mbcelbneous Personal Property (Schedub E) ........ 5. __
___.____.__-_.___._______.w___ _-_.~___.
84.77
6. Jdntly Owned properly (Sehedub F) O Separate BiNing Requested ....... B 0
00
-_
7. Inter-Vhros Transfers 3 Mlscellensous Non•Proba6
P .
.___ -_._._ __.
s
roperty
(Schedub G) O Separate Baling Requested........ Z 0.00
8. Total Oroes Assets (total l.bes 1-7) .............
8
''
.......................
. 84.77
_._
9. Funeral Exparmes 6 Adminlabatlve Costs (Schedub H) .......
9 ____._._ __a_......_...~_.___.._.
..............
.
_.__.. 4,030.78
_____._
10. Debts d Decedent. Mortgage Llabilllies, & Liens (Sd~edub I} ................ 10. ___~_a__-__.._--_-_- - _.__.__._:
0.00
11. Total Deductlar (total Lines 9 r!< 10) ....................
11
...............
. 4,030.78
12. Itst Value of t' (Line 8 minus Line 11) ...................
t2 '
...........
13. Cheritabb and Govemmenbl BsgrwsWSec 9113 Tnmts Aor which ~--- 3,948 Ot
---------.__ __ .. __._ . _.-
an ebctlon to tax has n~ been made (Sdbdub J) ........................ 13.
14. Net YMw 3uh)sot to Tax (Line 12 minus Line 13)
14 _..~~ _
........................
. 3,948.01
TAX COMPtlTAT10N • SEE NieTRUCT1pNa t=OR APPLICMLE tiATEt;
15. Amount d Line 14 taxebb
at lhs spousal tax rate, or
trena/srs under Sec. 9118
___
15.
-_.
18. Amount d Line 14 taxable ~-` - _-_ ~"~--'-"------'-----
~_ __ M...___..__.._.. _..._.__.__- ________..m.
at lineal rate X .0 _ ' 18 ,
17. Amount d Line 14 taxable ~~' °-
at aibHrp rats X .12 17. i
__._
18. Amount d line 14 taxable ~ ~'- --' °~ '_~--"°.
~_._____._. ------._,_.__~__.r.__.__
at collateral rab X .15
18.
_ _ . _ _ _
19. TAX DUE ......................................................... 19. 0.00 !
20. FlLL IN THE OVAL ~ YOU ARE IREQUE8TiN0 A f~FUND OF AN OVERPAYMENT
O
I.._ 15056052059 Side 2
15056052059
REV 1500 EX Peps 3
Decedent's Complete Address
n r'
DECEDENTS SOCIAL SECURfT! NlM~IaER
McKenna E Sohomuch
189-64-1872
sTI~ETADORESs
528 Allenview Dr
CITY
Mechanicsburg 3TATE
PA jp
17055
Tax Payments and Crodits:
i. Tax Due (Page 2 line 19) (1) 0
00
2. CneditslPaymerAs .
a spousal ~H Credit
B. Prior PAM
C. Discaxrt
3. ItrOer~Perrally ff applMable Total Credits (A + g + C) (~ 0.00
0.
E. PenaNy
4. ff Line 2 is Total kNarestlPerreny { D + E) (3)
greaser than Line 1 + Liw 3, enter the tfilbererrce. The is the OVERPAYMENT. 0.00
fffl N oval an PaOe 2, Lhre ZO to ngrral a refiNrd. (4)
5. ff Line 1 + Line 3 is greeter tlalrr Lure 2. errler the dilferonce. TMe is the TAX DUE. (5)
A. F_rder the interest on the tax due. (~)
8. f3Mer the brat of Line 5 + 5A. TMs re the BALANCE DUE. (56) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUEST10N3 BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a herrefer and: Yes No
a. retakr the use or krcorrre of th property b'arraferred :..................................................................................... ^
.....
b. retain tire right to deoignele who aheN use the property trandened ar its irrcarrre :............................................ ^
G retain a reversionaryr irearesk a' ..........................................................
... ^
..
...........................................................
d. roceive the prorMse for Bfe of eisrer payments, berresta ar are? ...................................................................... ^
2. ff death ocarred after Deoernber 12.1862, did deoederK eansier property wgMn one year of d~lh
wieraA rooeiuing adequeb corraideratlon? .......................................... ^
....................................................................
3. Did decedent own en 9n bust for" or payable upon death berdt accent a aeapily rn hb or her death? .............. ^
4. Did decedere own en Irxlividud RetlrerrrerN Account, arrxAly, ar atlrer rror~probete propaAy which
car~ins a berrefidary designeGon? ......................................
. ^
.
................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN
---
dales of death an or attar Juy 1,1994 and before January 1,1995, the fax rate imposed an the rret value of transfers to or for the use of the survivng spouse
is ttree (3) peroent (72 P.S. §9116 (a) (1.1) C)1•
For dales of death an or after January 1, 1995, the tax rate knposed on the net vakre of transfers to or for tfre use of the suaviving spouse is zem (O) percent
[72 P.S. §9116 (a) (1.1) ~)]. The statute ,~ a transfer to a surviving spouse from tax, and fire statutory regttiremerha for dfsdosure of assets end
filing a tax rebarr are still appliceOle ~ 'd the surviving spouse is Itle ony benefidary.
For dales of death an or atbx July 1, 2000:
The tax rate imposed an the net valtra of framers firm a deceased rigid lwerdyare years of age a younger at death in a fa the use of a natural parent, an
adopfive parent, or a st~parerrt of the child ie zero (0) percerd [72 P.S. §9116(eN1.2)].
The fax rate irrlposed on the n~ value of ironsfers to or for the use of the decedent's ~ benefidaries is four and one-half (4.5) percent, except as rro~d in
72 P.S. §9116(1.2) (72 P.S. §9116(aX1)].
The tax rate imposed on the net value ~ transfers to a for the use of the deoedenYs siblings is twelve (12) percent [72 P.S. §9116(a~1.3)]. A s~ilrg ie defined, under
Section 9102, ~ an irbividual who has at least one parent in common wtih the deoederd, whetirer try blood or edopllon.
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