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Home My WebLink About07-29-10J 1505610148 1500 EX t°'-'°' REV - OFFICIAL USE ONLY PA Department of Revenue County Code Year file Number Bureau of Individual Takes PO BOX 26°601 INHERITANCE TAX RETURN ~ f f b O~ ~ / _ r~ ( l (~ J Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER E CEDENT INFORMATION BELOW Social Se u rity Number Date of Death MMDDWYY Date of Birth MMDDWYY 181- 5-4460 0509201D 10221916 Decedent' Last Name Suffix Decedent's First Name ' MI READ BEATRICE R (If Applic bte) Enter Surviving Spouse's information Below ~ Spouse's t Name Suffix Spouse's First Name ~, M I i Spouse's ocial Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH HE I - - REGISTER OF WILLS FILL IN A ROPRU\TE BOXES BELOW ® 1. riginal Return ^ 2. Supplemental Return ~ 3. Remainder Re um'' (date of death prior to 12-13- 2) ^ 4. mited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) ^ 6. ecedent Died Testate ^ 7. Decedent Maintained a Living Trust ._ 8. Total Number ~f Safe Deposit Boxes ( ttach Copy of Will) (Attach Copy of Trust) ^ 9. L ligation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O CORRESP NDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIONS OU4D BE DIRECTED TO: Name Daytime Telephone N mbar RICHA D C• SNELBAKER 717-697-85 8 N REGISTER t~Fj ILL$ USE ~Y ` _ , ~ ; ~ C , ~-~ First line of ddress ~~ ~ ~ ~ • t"n N ~-! 44 WE T MAIN STREET `:. '~ `'~ ^~ Second lin of address , ~ ~ ~ . T., r P•0• OX 318 f, ~ °••° :- Cit P t e State ZIP Code ff D FILQD ~ y or os ic MECHA ICSBURG PA 17055 Correspo enFs a-mail address: Under enal P t s of er'u 1 declare that I have examined this return, indudin accom an in schedules and statements, and to the best of P 1 ry, g P Y 9 knowled a and belief, Y 9 it is true, cor ct and complete. Declaration of preparer other than the personal representative is based on all information of which preparor as any knowledge. SIGNATUR F PERSON RESP~NS E FO FILING RETURN ~. DA ADDRESS o e r RUSSEL E • READY eneficiar) 398 KINGS HIGHWAY, LOT 4 Marysville SIGNATUR F R THER THAN REPRESENTATIVE DA ~ P 1 _ d ADDRESS RICHAR C• SNELBAKER 44 WEST MAIN STREET, M 'ECHANICSBUR PLEASE USE ORIGINAL FORM ONLY ', pA, 17( Side 1 i 15 0 5 61014 8 ooo 15 0 5 61014 Ma a~ a s a. _- _ __. _ - zn ~~ ."~ ~, -Tl ' t'T, ~~ i 55 JI REV-1500 EX 1505610248 RECA ITULATION 1. R al Estate (Schedule A) 1 2. Socks and Bonds (Schedule B) . .. 2. 3. C osely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , g. 4. ortgages and Notes Receivable (Schedule D) 4. 5. C sh, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 6. J intiy Owned Property (Schedule F) ~ Separate Billing Requested g, 7. I ter-Vivos Transfers & Miscellaneous Non-Probate Property ( chedule G) ~ Separate Billing Requested 7. 8. T tal Gross Assets (total Lines 1 through 7) 8 Decedent's Socia~ Security Number 181-D5-446D R D•00 o.oD o•oo 0.00 0.00 33,901.74 98,470.89 132,372.63 9. F neral Expenses and Administrative Costs (Schedule H) , , g I ~~ 9 9 0 • D 0 I 10. bts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 10. 2 , 8 81.41 11. T tai Deductlons (total Lines 9 and 10) , 11 3 , 8 71.41 I 12. N t Value of Estate (Line 8 minus Line 11) 12 12 8 , 5 D 1 • 2 2 13. aritable and Governmental Bequests/Sec 9113 Trusts for which a election to tax has not been made (Schedule J) , , 13. D • D 0 I 14. N t Value Subject to Tax (Line 12 minus Line 13} , 14 I ], 2 8 , 5 D 1 • 2 2 TAX 15. 16. 17. 18. 19 20 OMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES nount of Line 14 taxable the spousal tax rate, or ~nsfers unfier Sec. 9116 (1.2)X.0_ D•DD 15. nount of Line 14 xable ~ lineal rate x .0 4 12.8 , 5 01 •2 2 1 s. nount of Line 14 taxable sibling rate X .12 D • D D 17, nount of Line 14 taxable collateral rate X .15 D • D D 18. ~XDUE19. L IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610248 9M4848 4.000 0.OD 5,782.55 D•DD 0.00 5,782.55 0 150561024 I __ REV-1500 EX Page 3 Decedent's Co Clete Address: Flla Number DECEDENTS NA E ADY T STREETADDRE Pennsboro Township M CITY STATE I ZI P ENO A PA 7 - Tax Payment$ and Credits: 1. Tax Due (Page 2, Line 19) {1) 5 , ? 8 2.5 5 2. Credits/Paym is I, - A. Prior Payme is ~ • ~ ~ 'i B. Discount 2 8 9.1 3 Trial Credits (A + B) (2) 2 8 9.13 3. Interest (3) ~ • 0 0 4. If Line 2 is gr ter than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. '~ Fill in box on Page 2, line 20 to request a refund. (4) ~ . Q 5. If Line 1 + Lin 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. 'LEA E ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE LOCKS 1. Di decedent make a transfer and: Yes o a. etain the use or income of the property transferred; ^ b. etain the right to designate who shall use the property transferred or its income; ^ c. etain a reversionary interest; ~ . d. eceive the promise for life of either payments, benefits or care?. . 2. If Bath occurred after Dec. 12, 1982, did decedent transfer property within one year of death ^ wi out receiving adequate consideration? . ^ 3. Di decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? 4. Di decedent own an individual retirement account, annuity, or other non-probate property, which co tains a beneficiary designation? IF THE ANSWER PTO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FII~ IT AS PART OF THE RETURN. For dates of death 3 percent [72 P.S.! For dates of dead [72 P.S. §9116 (a) filing a tax return a For dates of death • The tax rate in adoptive paren • The tax rate 72 P.S. §91161 • The tax rate im Section 9102, n or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the u 9116 (a) (1.1) (i)]. on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sur (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements e still applicable even if the surviving spouse is the only beneficiary. n or after July 1, 2000: posed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the { or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. i nposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 pe~ 1.2) [72 P.S. §9116(x)(1)]. posed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)~ s an individual who has at least one parent in common with the decedent, whether by blood or adoption. of the surviving spouse is ig spouse is 0 percent disclosure of assets and of a natural parent, an except as noted in A sibling is defined, under 9M4871 2.000 REV-1509 IX+(Ot-10) penns Ivania SCHEDULE F DEPARTMEN T REVENUE INHERITA N E TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT CEDENT ESTATE OF FILE NUMBER: Beatrice R . Rea ff an sset became Jofnty owned within one year of the decedents date of death, ft must be reported on Schedule G~ SURVNI JONTTENAM(S)NAWE(S) ADDRESS RBATIONSFAF~TODEC®B~tf A Ready, ussell E 398 Kings Highway, Lot 24, Marysville, PA 17053 Son i I I JOINTLY OWNE PROPERTY: I rrsln LEVER FOR JOINT GATE MADE DESCPoPnDN DF PRO~rrv INCLUDE NAME of FeuNCUL INSTITUfN7NANDSANN ACCWNT NU6E0. OR SN7UR ~~ ~ ~`TH ~ DF DECEDBJT'S DATE of DEATH VALUE OF rAluBER TENANT JOINT IDENfRYINDNUNlER.ATTACHDEEDFCRJpNTLYHELDREALESTATE, VALUE OF ASSET IMEREST SrtJTEREST 1 A rior to M&T Bank 66,313.19 50.0000 33,156.59 1 year checking account #70541450 ~, 2 A Prior to MetLife, Inc. 1,490.30 50.0000 II 745.15 1 year 35 shares of common stock ~, valued at $42.58 per share. 'I i I 9w4fiAE 2.000 TOTAL (Also enter on Line 6, Recapitulation) S 33 , 901.74 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(OB-0 p ) nsylvania SCHEDULE G DEP NT OF REVENUE INTER-VIVOS TRANSFERS AND INFi ANCETAXRETURN MISC. NON-PROBATE PROPERTY REST DECEDENT ESTATE OF FILE NUMB R Beatrice R Read T is schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1600 is yes. DESCRIP110N OF PROPERTY ITEM INCLLOETFf EOfTIfTRANSFEREE,TFEIRRELATIONSHPTODECEDEMMD DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBE TFEOWTE TRNSF62ATTpp1ACOPYOFThEDEEDFORREALESTATE, VALUE OF ASSET INTEREST FAPPLICABLE VALUE ~• Aviva 98,470.89 100.0000 0.00 98,470.89 annui y #3058560314. Benef' ciary is Russell E. Ready TOTAL (Also enter on line 7, Recapitulation) $ g8 470.89 If more space is needed, use additional sheets of paper of the same size. 9W46AF 2.000 REV-~511EXF (to-os) pen sylvania SCHEDULE H DEPAR NT OF REVENUE FUNERAL EXPENSES AND INHERIT CE TAX RETURN ADMINISTRATIVE COSTS RESIDE DECEDENT ESTATE OF FILE NUMBER Be ri e R Re d Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FU ERALEXPENSES: ~_ Gi grich Memorials ~I ~ in cription on grave marker ', 140.00 ~I I B. AD INISTRATIVE COSTS: !, '~ ~ 1. P rsonal Representative Commissions: i Name(s) of Personal Representative(s) Street Address City State ZIP '~ Year(s) Commission Paid: i ~! 2. A orney Fees: Snelbaker & Brenneman, P. C. I !, 850.00 i 3. F mily Exemption: (If decedent's address is not the same as claimant's, attach explanation.) ~ i Claimant ', Street Address City State ZIP I Relationship of Claimant to Decedent ~'I 4. bate Fees: !, 5. A countant Fees: i 6. T Return Preparer Fees: i ii 7. i No e TOTAL (Also enter on Line 9, Recapitulation) $ 990.00 swasnc z.ooo If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+(~2_pg) Penn ylvania SCHEDULE DEPARTNE OF REVENUE DEBTS OF DECEDENT WHERIT TAX RETURN , MORTGAGE LIABILITIES & LIENS RESIDENT DENT ESTATE OF FILE NUI4~ER Beatrice R Read Report de is incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed fnedical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ • Alan uff , DDS denta services ' 25.00 2 Golde Living Center medic 1 services ', 1,268.87 3 Harri burg Pharmacy ~', ~ persc iption expenses ', 30.00 '~ 4 Kinko a Pythian Home ', nursi g care expenses ', 1,557.54 II i i I I III I I i I ~I II TOTAL Also enter on Line 10, Reca ' ulation S I' 2 881.41 swasAH 2.00o If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-1 SCHEDULE J Penn ylvania DEPa~z11~nE OF REVENUE BENEFICIARIES INHERIT TAX RETURN RESIDE DECEDENT ESTATE OF: FIL NUMEIER: Beatrice R. Read RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE T XABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Ru sell E. Ready 39 Kings Highway Lo 24 Ma sville, PA 17053 ', I 1 8,501.22 Son ! 128,501.22 i I i E OLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1 OF REV-1500 COVER SHEET, AS APP i I ~, R PRIATE. II NO TAXABLE DISTRIBUTIONS A. USAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: ~~ 1. i I B. C RITABLEANDGOVERNMENTAL DISTRIBUTIONS: it , ~!i L ~i T TAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. 0.00 awasAi z.ooo ~ it more space is neeaea, use aaaltlonal sneers of paper of the same size.