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Home My WebLink About07-16-10 b5D56bObDb ENTER ~CEDENT INFORMATION BELOtIII Social Stlrxuily Number Date of Death MMDDYYYY Date of (firth MADOYYri 178-18948 02/02/2007 10/16/1923 Decedent's Last Name Suffix Decedents First Name MILLER _ LYNN Iff APPlleabis) Entsr SurvivMg Spouss's IMormatbn Bslow Spouse's Last Name Suffix Spouse's First Name MI B MI Spouse's Socal Security Number _ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OYALS BELOW O 1. Original Realm t>D 2. Supplemental Retum O 3. Remainder Redrm (date of death prior to 12-13-x) O 4. Lknited EataOe O 4a. Future Mterest Compromise (date of O 5. Federal Estate Tax Rehmt Regrtired death after 12-12-82) O 8. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of WM) (Attach Copy of Trust) O 9. Litigation Proceeds Reeeived O 10. Spousal Poverty Credit (date of death O 11. Eklction to tax urtder Sec. 9113(A) betxneerl 12-31-91 and 1-1-95) (Attach Sch. O) CARRESPDIN)ENT - TINS BECTIDN MUST ~ COIiLETFD. ALL COfMESPONDENCE AND CDNRDENTIAL TAX INFORMATIat SHDULD EE DIRECTED TD: Name Daytime Telephone Number PHYLLIS J. MARISKOVIC (717) 761-1731 ^, First line of address. 5246 DEERFIELD AVENUE second line of address _ CNy or Post OINce State MECHANICSBURG Pq ~ o __ ' RE61S LLS U LY _ 1 C~? -p rT~ ~~r r"' i G m r~~~ ~ r , n~ ~ ~ ~: ~~~ ~ 'p -1 x, !V b N ~. DATE FILED 17050 ,7 v~3 l w rn Corrospondsrtt's eyrull ~drsss: Under penalties of psrpuy, I dedaro Viet I have examkted Nrk rotirm, ~dlnB eooomperykg achedul~ and stalerrrsnts, and b the best of rtry knowledge and beNef, n B and Dedration of other Nre personal reprseorNative k based on all irdonrretlon d which preperor tas any krwwledge. A /. / i iNi~a~~N DATE 5246 DEERFIELID AVENUE MECHANICSBURG, PA 17050 31G RE OF PRrPARER 9THER TFiA9f REPRESENTATIVE pA~ 7 WEST MAIN STREET SHIREMANSTOWN, PA 17011 PLEASE tltSE ONINi1NAL FORM ONLY Slde 1 150561DbOb 150561D1D1 J ZIP Code REV-1500 °`t°=_,~, .~~. PA Department of Revenue ~.M. d.~.ti. County Code Year FIe Number Bureau oflndividualTaxes INHERITANCE TAX RETURN ~ ' D ^ ,1 ~' PO BOX x8o6os ' I CJ Harrisburg, PA s~i~8-oWi RESIDENT DECEDENT REV 1500 EX Decedents Name: 1505610105 DeceQenYs Social Security Number 17&16-6948 RECAPIruuTwN 1. Real Estate (Schedule A) ............................................ . 1. 2. Stocks and Bonds (Schedule B) ...................................... . 2. 3. Closely Held Corporation, Partnership or Sde-Proprietorship (Schedule C) .... . 3. 4. Mortgages and Notes Reoaivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Properly (Schedule E)....... 5. ' 7, 396.57 6. Jointly Owned Properly (Schedule F) O Separate Biting Requested ....... 6. 7. Inter-Vrvos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Biting Requested........ 7. 8. Total Qaoss Assets (metal Lines 1 through 7) ............................. 8. 7,$88.57 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ', 10. Debts of Decent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 11. Total Deductions (trial Lines 9 and 10) ................................. 11. 12. Net Value of btata (Line 8 minus Line 11) .............................. 12. 7,396.57 13. Charitable and Govemmentel Bequesta/See 9113 Trusts for which _ _.... „ an election to tax has not been made (Schedule J) ........................ 13. 14. Nst Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ' 7,$88.57 TAX CALCULATION -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. 15. 16. Amount of Line 14 taxable _ et lineal rate X .0 _ 1B, 17. _ . Amount of line 14 taxable _.. ., at sibling rate x .12 7,396.57 ' 17. 887.59 18. ._ . Amount of Line 14 taxable _ at cdlateral rate X .15 1 g, 19. TAX DUE ......................................................... 19.' 887.59: 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND ~ AN OVERPAYMENT O Side 2 L 1505610105 1505610105 J REV-1500 EX page 3 Decedent's Complete Address: FIM Number LYNN B. MILLER STREETADDRESS 5246 DEERFIELD AVENUE aMECHAN ICSBURG STATEPA 17050 Tax Payments and Credits: t. Tax Due (Page 2, line 19) (1) 887.b9 2. CrerktslPeyments A Prior Payments B. Discount Total Credits (A + 8) (2) 3. Interest 4. H Line 2 is (3) greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. FiN in oral an Pape 2, Line 20 to request a refund. (q) 5. H lme 1 + Line 3 is greater Bran Line 2, enter the difference. This is the TAX DUE. (5) 887.59 ,,~~AA Make check payable to REGISTER OF WILLS, AGENT aid ~~ Y'.5.^"'~ ~ ~Fp+P Y~'f ~' °, nnle ..~ ~.~ r.~ r ..i ~ .~ ~~..3:, $'S~'4Yr ~',3 r"Y;~e!?~r auto n`4e.: `~~ x~.~, i,ih?~511'Ta . wT'~'51, ~F _~.. r Est ..~ .. bT..~s..,~ .. a, sn s PLEASE ANSWER THE FOLLOYYING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent nlalre a transfer and: Yes No a, retain the use or intxxne of the properly transferred :.......................................................................................... ^ Q b. retain the rigid to designate who shall use the property transferred or its income : ............................................ ^ a retain a reversionary interest; a' .......................................................................................................................... ^ d. receive the promise for tife of either payments, benefits or care? ........................... 2. ff death occurred after Dec. 12, 1982, did decedent transfer properly within one year of death wf8aut reoemng adequate °°nsWera6on? .............................................................................................................. ^ 0 3. Did decedent awn an 'kl trust fat' ar payable-upon~leath bank accarnt or security at his or her death? .............. ^ 0 4. Did decedent own an individual retirerrlent aocoun4 annuity ar other non-probate property, which contains a benetiaary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. ,- ,r~ t Y, w, FS°~~~''~~',. y,. `Y5 sxy, .,~,g'" ~ ~C~` :"'.,. S, °x b k.i ~. ~`1 v,.; ny ?. ~ `~ 8t ,~ ai r~ For dates of death on or after Juty 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)). For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or far the use of the surviving spouse is 0 percerd [r'2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the stahrtory requirements for disdosure of assets and tiling a tax retlarl are stlN applicable even If the surviving spouse is the only benefa~ary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural arenf, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)). p • The tax rate i on the rret value of transfers to or for the use of the decedents lineal beneftdaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2 p2 P.S. §9116(a)(1)). • The tax rate imposed on the net value of trulsfers to or for the use of the decedent's siblings is 12 perrant [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in oanmon with the decedent, whether by blood a adoption. .~ RE1F7508 EJC+(6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~iCNiptiLE E CASH, BAccN^^KuuDEPOSRS, 8~ MISC. ~.7~~ PRCIPERTY EsrwTle of FILE NUMBER LYNN B. MILLER 2107-0410 Indude the proc~de of Ntigation and the date the proceeds were rooeived by the estate. Aw property joYMlyowned wllh rlalrt of swviwwhlp nruat be disdossd on SNradrde F. (h more apace is treaded, insert additional sheets of tlu same siu) JAMES E. HOLLAND, CPA ESTATE OF LYNN B. MII.LER MEMO FOR FILING THIS TAX RETURN Attached is you PA REV-1500 Supplemental Inheritance Tax Return Please sign, date and mail the original return TO: Cumberland County Register of Wills Courthouse 1 Courthouse Squaze Cazlisle, PA 17013 THE BOXES CHECKED BELOW APPLY TO THIS RETURN: ( ) No Tax due/refund ( X ) Submit your remittance in the amount of $887.59 np ~-~ _~ ~~~ ~,,( ( ) You have overpaid your tax by SPECIAL INSTRUCTION ARE AS FOLLOWS: ( X ) Make check payable to: Re~aster of Wills. Agent ( X ) Be sure to include your account/social security number on your check. ( X ) Other instructions: Mail in the envelope arovided. 7 WEST MAIN STREET / SHIREMANSTOWN, PA 17011 / (717) 763-68911 uSA IIHST-CLASS NREV[R USA F10.5i~CLASS FOREVER 7 d U ~ O O ~ C ~ ad. ~6 :~ y A