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Home My WebLink About02-18-10 5D56D41158 REV-1500 EX cos-o5) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes 21 D 8 0 5 0 5 PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 04242008 01151920 Decedent's Last Name WEBER Suffix Decedent's First Name MILTON (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix WEBER Spouse's Social Security Number Spouse's First Name PHYLLIS THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI R MI I FILL IN APPROPRIATE BOXES BELOW ^ 1. Original Return ^X 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) d Estate Li it ^ 4 ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required e m . death after 12-12-82) Decedent Died Testate ^ 6 ^ 7. Decedent Maintained a Living Trust - 8. Total Number of Safe Deposit Boxes . (Attach Copy of Will) ds Received P ^ ^ 10. (Attach Copy of Trust) Spousal Poverty Credit (date of death under Sec. 9113(A) ^ 11' t rocee 9. Litigation between 12-31-91 and 1-1-95) O Atta h Sch ( ) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: - Daytime Telephone Number Name RICHARD C• SNELBAKER 717-697-8528 Firm Name (If Applicable) REGISTER OF WILLS USE~LY SNELBAKER & BRENNEMAN, P • C • n ~, _,_. ,_; First line of address ~ iTt r~ `-~ - ~ ~ ,~ ~ 44 WEST MAIN STREET ~ ~~r ~ ~-~ , Second line of address '~ ~''~ ` ~'~ "' C"3 7~ r ,~-~} ~ P•0• BOX 318 '- " ~' ~~ ILED <ri ZIP Code City or Post Office State •• ~ N ~.>> ~3 MECHANICSBURG PA 17055 ar, Correspondent's a-mail address: Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is and complete. Declaration of preparer other than the personal representative is based on atI information of which preparer has T~knowledge. FP 'uN r i aio vr~ri ~~.~,.~..,,.,. ~/tO/tU • ~ DRE S PHY IS I• WEBER, EXECUTRIX 4 N• WASHINGTON STREEDATMECHANICSBUR PA .win i io n FR C)THER THAN REPRESENTATIVE ~ „, /, 17055 ADDRE55~ MECHANICSBURG ,PA RICHARD C SNELBAKER, ESQUPLEASEUSEORIGINALFORMONLYIN STREET, 17055 Side 1 t 15056041158 15056041158 J ^ 6M4647 3.000 15056042159 REV-1500 EX Decedent's Name RECAPITULATION .1. 0.00 1. Real estate (Schedule A) 2. 0.00 2. Stocks and Bonds (Schedule B) . 3 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4, 0.00 4. Mortgages & Notes Receivable (Schedule D). . •5• 107330.89 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . 6. 0.00 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested II us Non-Probate Property 7. Inter-Vivos Transfers & Misce ane Separate Billing Requested ^ 7. Q . 00 (Schedule G) • 8. 107330.89 8 Total Gross Assets (total Lines 1 7) 9 815.00 9. .,•, Funeral Expenses & Administrative Costs (Schedule H) . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) • 10. Q•QQ • 11. 815.00 11. Total Deductions (total Lines 9 & 10) . . 12. 106515.89 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 0 • 0 0 an election to tax has not been made (Schedule J) • ' . 12 minus Line 13) Li 1a. 106515.89 14. ne Net Value Subject to Tax ( TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un er Sec. 9116 y 0 6 515.8 9 ~ 15. 0.0 0 (a)(1.2) X .0 16 . Amount of Line 14 taxable 0 • 0 0 at lineal rate X .04-5 16 0 • 0 0 17 . Amount of Line 14 taxable 0 • Q Q 17 Q . Q Q at sibling rate X .12 18. Amount of Line 14 taxable Q • Q Q 18. Q • Q Q at collateral rate X .15 o . 19 . 19. TAX DUE 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056042159 Side 2 6M4648 2.000 0.00 a 15056042159 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME W B R STREEfADDRESS M R AN TY CITY Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments 0 • O 0 A. Spousal Poverty Credit 0 • 0 0 B. Prior Payments 0 • 0 0 C. Discount 3. InteresUPenalty if applicable File Number 1 08 0 STATE Total Credits (A + B + C) D. Interest 0 • O 0 E. Penalty TotallnteresUPenaRy(D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. 5. If 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. ZIP (1) 0.00 (2) 0.0 0 (3) 0.0 0 (4) 0.00 (5) 0.00 (5A) ~ ' ~ ~ (56> 0.0 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: X a. retain the use or income of the property transferred; X b. retain the right to designate who shall use the property transferred or its income: c. retain a reversionaryinterest; or . receive the promise for life of either payments, benefits or care? ' d . If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 x . without receiving adequate consideration? . ~ at his or her death? . it a y Did decedent own an "in trust for" or payable upon death bank account or secur 3 . 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)]. [72 P.S.s 9116a(a) (1.1) (ii ]e The statute do s not exempt a tra sferto a surviving spousetf omftaxtand t e statutory requi eme tsfoPdisclosurerof(assets and filing a t a 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 fromrcent 72 p S chi d 6 j~1y2); a years of age or younger at death to or for use of a natural paren , an adoptive parent, or a stepparent of the child is zero (0) pe [ §9 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)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 6M467t 1.000 REV-1506 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN r~siDEntr DECEDENT FILE NUMBER ESTATE OF 21 08 0505 Milton R. Weber Include the proceeds of litigation and the date the proceeds were received by the estate. nn orooerty ioiMly-owned with 1fie right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 Morgan Stanley investment account #410 015268 095 3W46AD 1.000 SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY TOTAL (Also enter on une o rcer:apn (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 107,330.89 107,330.89 REV-,5„ Ex•l,o-as, SCHEDULE H FUNERAL EXPENSES 8 COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 08 0505 Milton R. Weber Debts of decedent must be reported on Schedule I. ITEM pESCRIPTION NUMBER A FUNERAL EXPENSES: ~ None g. ADMINISTRATIVE COSTS: ~ , Personal Representative's Commissions Name of Personal Representative(s) Street Address State ZIP City 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 State Zip City Relationship of Claimant to Decedent q, Probate Fees 5, Accountant's Fees g. Tax Return Preparer's Fees 7. 1 Register of Wills filing fee for Supplemental Inheritance Tax TOTAL (Also enter on line 9, R~ (If more space is needed, insert additional sheets of the same size) AMOUNT 800.00 15.00 815.00 7W46AG 1.000 REV-1513 EX+ (11-08) Pennsylvania DEPPRTMENTOF REVENUE INHERITANCE TAX RETURN xcinFnlT DECEDENT OF SCHEDULE J BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (in$e a 211fi (2) (; 2) ]IStnbutions, and transfers under 1 Phyllis I. Weber 4 N. Washington Street Mechanicsburg, PA 17055 100 of residue: 106,515.89 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Surviving Spouse 106,515.89 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II - ENTER TOTAIf more spa a is Oneedeld,l insert a dN onaE heats ofEhe1saOme ~ eER SHEET. FILE NUMBER AMOUNT OR SHARE OF ESTATE 00 BW46AI 2.000