The URL can be used to link to this page

Home My WebLink About07-29-101505610101 REV-1500 °` t01-'°' 1~1 PA Department of Revenue pannsybarrle OFFICUIL USE ONLY Bureau of Individual Taxes '~'"M"" ~H ~ Y~ ~ ~R PO BOx 280601 INHERITANCE TAX RETURN ~j q Harris6urv_ PA i~i28-ofioi RESIDENT DECEDENT ~ L•I ~~ / ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY 224-17-7233_. ................. ~ ....08/02/2009 .... Decedent's Last Name Suffix Guest ~~ ~ ~~~~~ (If Appllcabis) Enter Survh-inM Spouse's Information Below Spouse's l.aat Name Suffix ____ ~_.___._.__._.___~_..._._~ ._ __.__ _._._.__ _.__._._~ }} Cw._..~.._. __ Spouse's Social Security Number Date of Birth MMDDYYYY __. __.~ ~..._. l 12/23/1964 Decedent's First Name MI Andrew mm~ ~. ~_..__..__.________ __ _~___._._____ I~_.J Spouse's First Name MI ~~- -~~~~~ - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (da);e of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Rekum Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to fsx under $ec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRE8PONDENT -THIS SECTK)N MUST BE COMPLETED. ALL CORRE8PONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIR CTED T0: Name _ Daytime Telephone Number' Mark T Silliker, Esq. ~ (717) 671-1500 REGISTER OtrM~LS 48E O ~ _ ~ } C-.. First Rne of address r-? ~ C~ r"' ~ 95 22 Linglestown Road ~ ~ j ~ ~ ..._ ..__ ,__.__ m , Second line of address ..._. _- , ~-~ C7 c_ - -L7 f_~ _ _ __..__._.._ _ _ _ _.._ ... ._ - C-w ~;. ~~ DAT City Or Post Office State ZIP Code . Harrisburg _ _ ~ ..PA ...~ 17112 Correspondsrlt's e-mail address: ._,_~ '~t: `. .i ~? J r-.r 1, r ANY _c7 +~>; -,, i v s ~-, :~ ~~` r"n ~,;.7 ~.~ Under penalties of perjury, I declare that I have examined this return, Including aocomparryirg schedules and statemer-ts, and ID the bast of my I°wMAedge and ballet, h fs true, and complete. DedaraAion ~ preparer other than the personal represer-tative is based on aN infamatbn of which preparer has achy knowledge. StGNA F PER 1 FOR FILING RETURN DATE /H a ~i~v K ~ i1 ~W~/7' /1 1 ~ ~ SC - 1 /1 626 Allen vew Drive, PA 17055 5922 Linglestown Road, Harrisburg, PA 17112 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J 1505610105 REV 1500 EX DeaeaeM's Name: Andrew G. Guest Decedent's Social Security Number 224-17-7233 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. ~ ~~., 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. ~ € 5. Cash, Bank Deposits and Miscelaneous Personal Property (Schedule E)....... 5. ', 6,601.26 6. Jointly Owned Properly (Schedule F) O Separete Billing Requested ....... 6. 3,152.00 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property °- (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 9,783.26 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10,250.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. 2,756.60 11. Totai Deductions (total Lines 9 and 10) ................................. 11• H~~'u13,006,60 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. i 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ' G.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ~~ ~"'~" ---°~--•~------ 16. Amount of Line 14 taxable ""~°"'° at lineal rate X .0 - 16. 17. Amount of Line 14 taxable """"~"~ ""`°""~ ~ "°"~ ------ ----•--- at sibling rate X .12 € 17. ~ i 18. Amount of Line 14 taxable ~"'~"""""'"'°°""°i' _~°°-~°~-~~ at collateral rate X .15 _ ~y~~J 18. 19. TAX DUE ......................................................... 19. .___~. ___.._._._a 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610105 1505610105 REV-1500 EX Pegs 3 Fib Number Decedent's Comalete Address: DECEDErrrs NnME Andrew G. Guest STREETAfX)RESS 27 Pine Tree Drive clrr Mechanicsburg ~A~PA zlPr 7055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPaymeMs A. Prior Payments B. Discount 3. Interest (1) 0.00 I Total Credits (A + g) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill In oval on Paps 2, Llne 20 to request a refund. (4) i 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) p,00 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 trensferned :...................................................... ' x b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ ~,I c. retain a reversionary interest; or .......................................................................................................................... ^ a d. receive the promise for life of either paymerrts, benefits or care? ...................................................................... ^ 2. If death oaxured after Dec. 12, 1982, did decedent transfer property within one year of death witfaut receiving adequate consideratlon? .............................................................................................................. ^ 3. Did decedent own an "in bust 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 properly, which contains a beneficiary desgnation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS Y'ES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS Ix^ a IT OF THE RETURN. For dates of death on or after July 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 aRer Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivi spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for ~isdosure of assets and fling a tax return are still applicable even ff the surviving spouse is the only benefaary. 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 parent, an adoptive parent or a stepparent of the child is 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 decedents lineal benefiaaries is 4.5 percent, except as noted in 72 P.S. §9111>(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 decedents siblings is 12 percent [i'2 P.S. §9111i(au1.3)]. 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+ (8-96) SCEIEp~iLE Ep c~ COMh1pN11VEALTH OF PENNSYLVANIA ~~, BANK DEPOSRS, sc NA~$C. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT (H more space is needed, inseA additional sheets of the same size) _~ REV-s,5og EX+ (oi-io) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETLRN RESIDENT DECEDENT SCMEpt1LE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUM Andrew G. Guest 2109-0768 It an asset became ioMrtly owned within one year of the decedent's date of death, R must tie reported on 9dre~ SURVIVING JOINT TENANT(S) NAME(S) qpD~~ RELATION: __. .. ~a _ _ ~m _,_ • James T. Guest, II r 2213 Boxwood Lane, Mechanicsburg, PA 17055 ~ son ]OINTLY OWNED PROPERTY: LETTT~t DATE DESCRIPTION OF PRDPERTY m31 rOR x)Wr MADE iNC1.lroE NAME ~ FINAMLV~L INSTITUTIDN arw BANK ACCOUNr NIMiBER oR SIMIWI NUMBER TENANr x1INT mENT1FYiN(; NUMBER, ATTAGTI DEED FOR HHNRY HELD REAL ESTATE. i. A. g~ MembersFirst savings account number 192145-00 __ ~~ ~ 2.' ' B. 4/15/b5 PNC savings account TOTAL (Also enter on Line 6, Recapltulatlon) # If more space is needed, use additional sheets of paper of the same size. ~ G. TO DECEDENT DATE OF DEATH % OF DECEDENTS DATE OF DEATH y~ Dp VALUE OF ASSET DECEDENTS INTEREST ~•~ ' 50%€ 100.00 6,104.00 50% 3,052.00 3,152.00 REV-1511 EX+ (10-Q9) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUNBER Andrew G. Guest 2109-0768 DeeedaM's debts must ba roported on Schedule I. ITEM NUMBER DESCRIPTION ' ~~~ A. F4J.N~At.,,fa(P~NSES: I' Hoffman-Roth Funeral Home .. 7,104.00 2•: '.Chestnut Hill Cemetery 1,550.00 3•' Baughman Memorial (headstone) 1,497.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address ~~ State ZIP Year(s) Commission Paid: Z• Attorney Fees: 3• 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 4• Probate Fees: 99.00 S• Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) I ; 10 250 00 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania ~T DEPARTMENT OF REVENUE INNERTfANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8i< LIENS ESTATE OF FILE NUMBER Mdrew G. Guest 2109-0768 Report debt incurred b1- the decedent prior to death that remained unpaid at the date of deetli, including unroimbursed icel expense:. ITEM NUMBER DESCRIPTION .ALOE AT DATE _ __ . Of DEATH i• `Capital One Bank (USA) credit sand I . 1,504.74 . . , ~~_ 2. :West Asset Mamagement (HSBC credit card) 226.29 3. United Water 105.96 4. State Farm Insurance 81.42 5. Patriot News 11.00 s. AT~T Mobility 290.40 7. ' PPL 536.79 TOTAL (Also enter on Line 10, Recapitulation) ; If more space is needed, Insert additional sheets of the same size. 2,756.60 REV-1513 EX+ (O1-10) pennsytvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERTfANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Andrew G. Guest 21 q9-0768 RELATIONSHIP TO DECEDENT NT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lirt Trustw(~) Of ESTATE I TAXABLE DISTRIBUTIONS [Indude ouMght spousal distributions and transfers under ', Sec. 9116 {a) (1.2).j 1. ',April L. Casper, 2213 Boxwood Lane, Mechanicsburg, PA 17055 'friend ... 3,200.00 2. Jessica Nicole Guest, 2213 Boxwood Lane, Mechanicsburg, PA 17055 dau hter 50%.aE.z~,t.~esi &, _ 9. __ 3. James Thomas Guest, II, 2213 Boxwood Ln, Mechanicsburg, PA 17055. `son 50%.~f .rest.~esidue & z$rairxlpx ~' ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROP TE. TT NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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, use additional sheets of paper of the same size.