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Home My WebLink About02-01-10i 15056051058 REV-1500 Fx (0s-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PoBOxzaosol INHERITANCE TAX RETURN -- Harrisburg, PA 17128.0601 RESIDENT DECEDENT ~ ~ ~ b U ~ 6 3 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 566-04-1040 ' 05/24/2009 10/17/1942 __ Decedent's Last Name Suffix Decedent's First Name MI Weston Patricia D (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 FILED IN DUPLICATE WITH THE - REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Olp 1. Original Return C"~ 2. Supplemental Return O 3. Remainder Retum (date of death prior to 12-13-82) 4. Limited Estate ® 4a. Future Interest Compromise (date of +~ 5. Federal Estate Tax Retum Required death after 12-12-82) C='~ 6. Decedent Died Testate G1 7. Decedent Maintained a Living Trust _ 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) C~ 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death t~ 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 CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number __ James D. Cameron, Esq. (717) 236-3755 __ Firm Name (If Applicable) _....._ - - ... ..... .._ ...._, .~~ _ _ .__._ _ ~ .. ,.__. _._._. . ___ REGISTER O~,~fILLS USE O~ i 4,{ G~~. b ~ , First line of address _ _ ... _ rTtQ ~ !~ C y _ . _ ___ _ ... .._, _ ._ ~ .~._ _ ____ .._~ W ~,.~ 1325 North Front Street I _ • c-_7 FTt r-I Second line of address ~~~ ~~ _ i ~ 't1 ; - ~ i -n-r C, ~ - City or Post Office State ZIP. Code ~ D'_ D ~'F1 Harrisburg PA ' 17102 ~ Correspondent's e-mail address: Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the Crest of my knowledge and belief, it is true, correct and complete. Dedaretion of preparer other then the personal representative is based on all information of which preparer has any knowledge. SIG~IATi•$E~iF Pf~tSON RESPONSIBLE FOR FILING RETURN ~._~ ADDRESS I One Westwind Drive, Lemoyne, PA 17043 SIGNATU O EP O ER THAN REPRESENTATIVE DATE_ ADDR S y x ~ ~O 132 orth Front Street, Harrisburg, PA 17102 ONLY 15056051058 Side 1 L_ 15056051058 15056052059 REV-1500 EX Daoedent's Name: PBtrIC18 RECAPITULATION D Weston Decedent's Social Security Number 566-04-1040 1. Real estate (Schedule A) ............................................. 1. ; _ 0.00 ; _.. . 2. Stocks and Bonds (Schedule B) ....................................... 2.! 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. '' 0.00 4. Mortgages & Notes Receivable (Schedule D) ............................ . 4. 0.00 ' _____ _..__ _ _..._ . __ ., m.. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5.. 0.00 : 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ... .... 6. ' 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property _ - (Schedule G) Q Separate Billing Requested.... .... 7. ; __.r ____.. 780.62 8. Total Gross Assets (total Lines 1-7) ................................ .... 8. __.. .__ _._., 780.62 9. Funeral Expenses $ Administrative Costs (Schedule H) ................. .... 9. ,.__ __ .._~. ____ 4 776.43 .._ . _ 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............. ... 10. ,.A ..._ _ _. _ __ N 66.22 11. Total Deductions (total Lines 9 & 10) ................................ ... 11. 4,842.65 12. Net Value of Estate (Line 6 minus Line 11) ........................... ... 12. Fa4,062.03}` 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which - - - an election to tax has not been made (Schedule J) ..................... ... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 0.00 twx coalpuTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ i6. Amount of Line 14 taxable _, .„_~~.. .r._.,~.,a.-..a, .._,. ~ _t,.-,.u,~.," ._ at lineal rate X .0 _ 17. Amount of Line 14 taxable ~ ~~ `._~-a" ~` `~"~" ~ '°--`"'" "" """"" °" at sibling rate X .12 0.00 18. Amount of Line 14 taxable ~~~~~ ~ ~ ~_ ~._~..,.... ~'" """"""""°"""~ at collateral rate X .15 19. TAX DUE ......................................................... 19.! 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~} 15056052059 Side 2 L 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: Patricia D Weston STREETADDRESS 208 Senate Avenue Apartment 415 Camp Hill ..____. .....__,__.,,FIIe.N_tlrrl4sr .. _._ DECEDENTS SOCIAL SECURITY NUMBER 5ti6-04-1040 STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenaRy if applipble D. Interest E. Penalty Total Credits (A + B + C ) Total InleresUPenalty (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 difrerence. 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. (1) 0.00 (2) (3) (4) (5) (5A) (5B) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT ., r 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 :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or pre? ...................................................................... ^ 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? .............. ^ 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 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 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)j. 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-1508 EX+ (fi-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCFIEpULE E CASH, BANK DEPOSITS, 8 MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Patricia D. Weston, deceased Indude the proceeds of litigation and the date the proceeds ware received by the estate. All propeltV IOIntIV4wned with deh} of nuruivnw6in ......w ~e a~~~~___. __ ~_~_~..~_ ~.......... ..rww w i iwuau~ n~xi i aYUN(Nlal SfIBe[S OT ine Saln@ SIZE) REV-1511 EX+ (10-09) ~ Pennsylvania DEVARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS w~-~~c ~r FILE NUMBER Patricia D. Weston, deceased Decedent's debts must be reported on Schedule I. A. FUNERAL EXPENSES: 1' JDK Catering, Inc. (memorial dinner) B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 4,128.43 State ZIP 2. 3. 4. 5. 6. 7. a. Attorney Fees: 500.00 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 Fees: Tax Return Preparer Fees: :Susquehanna View (rent for June, 2009) 133.00 Register of Wills of Cumberland County (filingfee--Pennsylvania Inheritance Tax Return) 0 15.0 TOTAL (Also enter on Line 9, Recapitulation) ; 4,776.43 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Patricia D. Weston, deceased Report debts incurred by the decedent prior to death that remalnna ~~~~u ~. rha a~.e ....__u.:__~...~__ -____,_~___ _ .. - •~ ~~~~~= wow= ~~ ~~«~~w ~~~~rrl aaaaionai sneers of the same size. REV-1513 EX+ (11-08) '` i~ Pennsylvania DEPARTMENT OF REVENUE INRERTiANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 7 BENEFICIARIES ESTATE OF Patricia D. Weston, deceased NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. R. Timothy Weston, 1 Westwind Drive, Lemoyne, PA 17043 FILE NUMBER LATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE brother I 100%D Schedule E ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECRON 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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. Sneed C~ecl~iag •;.01 •~ 1000950061839 752 30 0 15 WACHOVZA 00065904 61 AT 0.357 61 3DG 26 ~ui~~iw~uan~~~uiMiih~u~~a~n~i~~uu~i~~~~~~~u~~ ~~~ PATRIGIA p liES'P0N 20i SiNA'['E AyE APT 415 PB CAMP HILL PA 17'011 ~~ ~,,. 20,685 WACH4VIA BAIf:1C, N.A. , HARRISBURG CAPITOL. ~~ page 1 of 2 , 1 M14y fi E~ s ~~ ~ 7~ ~ s ~~ ~ i .i is y. ~ ~# ; t . y + t "~ !SC ~ ~~ ~ ~ Cs~ ~~ , . ~W 5.~ m C> s"~ La! ~' 0 N g w N = U ~ ~ ~ ~ N pz r~ o ~ ~ ~ ~ ~O c~a~ . U > ~O~N Q' ~ r ~ Z ~ w ~ x a ~~ cnQ -J ~ c y ~ a o w t ai N C w = a ~ ~ ~ ~ ~ x O U .- U -; O ~~ H JAMES DURYEA CAMERON ATTORNEY-AT-LAW 1325 NORTH FRONT STREET HARRISBURG PENNSYLVANIA 17102 LICENSED IN BOTH PENNSYLVANIA AND MARYLAND TELEPHONE: (71T) 236-3755 FACSIMILE: (7l7) 236-3655 January 28, 2010 Office of the Register of Wills CUMBERLAND COUNTY COURTHOUSE 1 Courthouse Square Carlisle, PA 17013 Re: Patricia D. Weston, deceased To Whom It May Concern: You will find enclosed the original and two copies of a Pennsylvania Inheritance Tax Return for the above-referenced decedent, as well as my check, payable to "Register of Wills", in the amount of $15.00, in payment of the filing fee. Kindly file the original document and return atime-stamped copy to us in the envelope provided. Please contact my office if you have any questions. Thank you. Sincerely, ~. ~. J e .Cameron JDC/sg Enclosures na m v 9 1 (-~ ~.' ' ~ ~ C: ~~ . ~ ~ ~M ~ ~ ~ ~ ,,,r _ r~tt ~ ~ y