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Home My WebLink About03-15-10 (2)---~ REV-1500 Ex (os-o5) 15 0 5 6 0 4115 8 PA Department of Revenue Bureau of Individual Taxes OFFICIAL USE ONLY PO BOX 280601 County Code Year File Number Harrisburg, Pq 17128-0601 INHERITANCE TAX RETURN 21 0 7 10 9 2 ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT Social Security Number Date of Death 161- 3 2 - 5 312 Date of Birth 11232007 120819~~ Decedent's Last Name DONOVAN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Decedent's First Name MI MARJORIE M Suffix Spouse's First Name M I _ _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILLS ^ 1. Original Return ~ 2. Supplemental Return ^ 3 Re i ^ . ma nder Return (date of death ri t 4. Limited Estate 4a. Future Interest Compromise (date of or ~^ p o 12-13-82) 5 ^X 6. Decedent Died Testate ^ 7 death after 12-12-82) D d • Federal Estate Tax Return Required (Attach Copy of Will) ^ . ece ent Maintained a Livin Trust (Attach Copy of Trust) g n- 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11 CORRESPONDENT - THIS SECTION MUST between 12-31-91 and 1-1-95) . Election to tax under Sec. 9113(A) O BE Name COMPLETE D. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION S HOULD BE DIRECTED TO: RICHARD C• SNELBAKER, ESQUIRE Daytime Telephone Number Firm Name If ( Applicable) 717-697-8528 SNELBAKER & BRENNEMAN, P • C • REGISTER~WILLSUSE~OOLY First line of address C~ o z ~ ~ k ; `r 44 WEST MAIN STREET ' ?~~ ~ Second line of address P•0• BOX 318 ~ ~^~ ~ - -` City or Post Office - _ -~~ - ~ ~ MECHANICSBURG State ZIP Code --~ E FILEp •• - ' , ~t - PA 17055 N Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which prepan;r has any knowledge. SI ~TURE OF PERSON RESPONy~IBLE FOR FILING RETURN • BEECHER, EXECUTRI} ER THAN REPRESENTATIVE 15056041158 2250 PINE ROAD, NEWVILLE, PA 1724: - .~~s~c~ 44 WEST MAIN STREET, MECHANICSBUR( ORIGINAL FORM ONLY PA 17055 Side 1 6M4647 3.000 15056041158 J~ REV-1500 EX 15056042159 Decedent's Social Security Number DONOVAN 161-32-5312 Decedent's Name ~"~ A R I O R T F M RECAPITULATION 1. Real estate (Schedule A) 1. O.OO 2. Stocks and Bonds (Schedule B) . 2. O.OO 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . 3 . 0 • 0 0 4. Mortgages & Notes Receivable (Schedule D). 4 . O.OO 5. Cash, Bank Deposits ~ Miscellaneous Personal Property (Schedule E) . 5. 32480.28 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 0 • O 0 (Schedule G) ~ Separate Billing Requested 7. 0.00 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . 8. 3 2 4 8 0.2 8 9. Funeral Expenses & Administrative Costs (Schedule H) . g . ], 8 6 7 5 • 71 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1). 10 . O • 0 O 11. Total Deductions (total Lines 9 & 10) . 11. L 8 6 7 5 • 71 12. Net Value of Estate (Line 8 minus Line 11) 12. 13 8 0 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which • 5 7 an election to tax has not been made (Schedule J) . 13 . O • 0 O 14. Net Value Subject to Tax (Line 12 minus Line 13) 14 . 13804.57 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X O~ . 0.00 15. O • OO 16. Amount of Line 14 taxable at lineal rate X .015 O.O O 16• 17. Amount of Line 14 taxable O.O O at sibling rate X .12 O.O O 17• 0.O O 18. Amount of Line 14 taxable at collateral rate X .15 13 8 0 4. 5 7 18 ~ 2 0 7 0. 6 9 19. TAX DUE 19. 2070 • 69 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15056042159 sM4saes.ooo 15056042159 J Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit ~ , 0 0 B. Prior Payments ~ - 0 0 C. Discount ~ , ~ ~ 3. Interest/Penalty if applicable D. Interest 17 2 • 5 9 E. Penalty ~ , 0 0 (1) 2070.69 raal credos (A + B + cI (2) 0.0 0 Total lnterest/PenaRy(D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Filt 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. (3> 172.59 (4) 0 0 0 (5> 2243.28 (5A) -oo B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 2 2 4 3.2 8 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: 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; ^ a c. retain a reversionary interest; or . ^ d. receive the promise for life of efther payments, benefits or care? ^ 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 pro ert which , p y 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. X9116 (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 exempla 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 beneficiary. 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 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. X9116(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. >39116(a)(1.3)J. Asibling is defined under Section 9102, as an individual who has at (east one parent in common with the decedent, whether by blood or adoption. 6M4671 1.000 REV-1500 EX Page 3 F(le Number REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA SCHEDULE E INHERITANCE TAX RETURN CASH, BANK DEPOSITS, & MISC. RESIOENr oECEOENr PERSONAL PROPERTY ESTATE OF Mar' orie M. Donovan FILE NUMBER InGude the proceeds of litigation and the date the proceeds were received by the estate. 21 07 10 92 All properly jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1 Distributive share from the Estate of Helen Arlene Donovan, decedent's 32,480.28 mother. I V IAL Also enter on line 5, ReCa itulation $ 32 , 480.28 swasAD i.ooo (If more space is needed, insert additional sheets of the same size) REV-1511 E,X+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS CJtAIt UF' Mar ' orie M. Donovan FILE NUMBER 21 07 1092 Debts of decedent must be reported on Schedule 1. ITEM NUMBER A. FUNERAL EXPENSES: 1. B• ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions Name of Personal Representative(s) Street Address City DESCRIPTION Year(s) Commission Paid: State Zip 2• Attorney Fees Snelbaker & Brenneman, P.C. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant AMOUNT 2,075.00 4. 5. 6. 7. 1 7W46AG 1.000 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Register of Wills filing fee for Supplemental Inheritance Tax Retun Total from continuation schedules . TOTAL (Also enter on line 9, R (If more space is needed, insert additional sheets of the same size) 15.00 16,585.71 $ 18,675.71 Estate of: Marjorie M. Donovan Schedule H Part 7 (Page 2) 2 Net Value of Estate subject to tax (line 14) as reported on original return filed 10/21/09 in which estate was reported as insolvent by this amount. 161-32-5312 16,585.71 Total (Carry forward to main schedule) 16,585.71 REV-1513 EX+(g-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mariorie M_ Donavan t i V I i V 7 G RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Tiffany N. Beecher Warner 312 Liberty Drive Shippensburg, PA 17257 2,760.91 Niece 2,760.91 2 Matthew Beecher 2250 Pine Road Newville, PA 17241 2,760.91 Nephew 2,760.91 3 Brenda J. Beecher, Guardian for Logan Donovan 305 Bulls Head Road Newville, PA 17241 2,760.91 Nephew 2,760.91 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET 11 NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 . 0 0 tlr more space Is neeaea, rnserr aaamonal sneers or me same slze) 3 W46AI 1.000 Estate of: Marjorie M. Donovan Schedule J Part 1 (Page 2) Item No. Description 4 Brenda J. Beecher, Guardian for Wade Donovan 305 Bulls Head Road Newville, PA 17241 2,760.91 5 Christina Beecher 2250 Pine Road Newville, PA 17241 2,760.91 Nephew Niece Relation 161-32-5312 Amount 2,760.91 2,760.91