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Home My WebLink About08-31-10i 1505610140 REV-'I 500 EX (01-10) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 2sosol INHERITANCE TAX RETURN .. ~ ~ ~P g Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~`" ~ ~ .~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 2 1 6 1 4 2 9 0 2 1 1 2 0 1 0 0 7 2 2 1 9 2 4 Decedent's Last Name Suffix Decedent's First Name MI W E N K B E T T Y (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI W E N K E A R L E Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation 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) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDtNCt ANU cunrlutn i IP1L I ~ ~nrurcmA i iun sn~u~u rst uircc~ ~ cu a v: Name Daytime Telephone Number S T E P H E N L B L O O M r~-> 7 1 7~ 4 9 ~=~:B 5 3 -~~ ,,_ ~~ ~ , ~ -.-~a- , REGISTER OF',#~IIILLS US~~tiNLY G'7 ~ i :t t J , tTl ~ f , ~ 1 First line of address ~. ~_:~ ~ '=~ j " " 6 0 W E S T P O M F R E T S T R E E T w ~ ~, --" _.i ; _~.:; ' " ~`~ Second line of address ~ _ ~ ~ "=~i ;_ -s t--. r _.1 ~ T~J .I .._. _~ . .__! City or Post Office State ZIP Code DATE FILED C A R L I S L E P A 1 7 0 1 3 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 preparer has any knowledge. SIGN TURE OF PER: .~,.~ t ' ,,~, ,!` ADDRESS 107 HILL I SIGNA1TURE OF,~~ E~ MOUNT HOLLY SPRINGS PA 17065 At3~RESS _ ... 60 WEST POMFRET STREET CARLISLE PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 FILING RETURN -- ~~-.~~ DRIVE ER OTHER THAN REPRESENTATIVE l ~E ".~' j PA 17013 1505610140 '"~`~~` Dh20'C950S'C Ofi20'C9S05'[ Z ap!S 1N3WJlb~d213A0 Ned ~O aNf1~321 d JNI1S3flb3a 3ab~ f1OJl ~I ldnO 3H1 NI lll~ 'OZ 0 0 '0 .6~ . ..................................................... 3(la Xb~l '66 0 0 ' 0 8 6 0 0' 0 5 ~' X a}ea lea;epoo }e algexe} ~~ aul~ ~o }unowy ~g~ 0 0 ` 0 .L~ ®® 0 z6' X a;ea 6ullgls;e algexe} ti6 aul-I }o }unowy 'L6 0 0 ' 0 .g ~ 0 0' 0 5~0' x a}e~ leaull ;e algexe} },~ awq }o }unowy °g~ 0 0 ' 0 .5 ~ 0 0' 0 0' x (z' ~>(e> 96 L6 'oaS .~apun spa;sued} ao `a}ea xe} lesnods ay; }e algexe} tib dull ~o }unowy ~5 ~ S31tRl 3l8dOlldd`d 21Od SNOIlOf1211SN1 33S - NOllblfl~ld~ Xdl S Q ' ~. E - .~~ .. .................... (£6 aul~ snulw Z6 aul~) xel o};oafgng anlen ~aN '1~6 '£6 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ Cr alnpayog) apew uaaq;ou sey xe} o; uol}oala ue yolynn ao} s}sn~l £ L L6 oaS~s}sanba8 le;uawuaanoO pue alge;laey~ .£ ~ S Q ` ~. E 'Z L .. .......................... (L L aul~ snulw g aulq) ale}s3 ~o anleA ~aN 'Z L 0 0 ' S '~ fi ~ 1.6 .. ............................. (0 L pue g scull le;o}) suol~onpaQ le~ol ' L t, • 'OL .. ........... (I alnpayoS) sual~ pue 'sal;lllge1~ a6e6}~olN `}uapaoad }o s;qaa ~pl. 0 0 • S ~ t~ ~6 ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' (H alnpayoS) s}sod and}ea}slulwpy pue sasuadx3 leaaun~ .6 S 'L ' Z Z E .8 .. ......................... (L y6noay} 6 sau!l le}o;) s~assb ssoa0 le~ol '8 • 'L .. ..... pa}sanba~ 6ulll!8 a}e~edaS ~ (O alnpayoS) ~(}~adoad a}egoad-u N snoauellaoslUV'8 spa}sued sonln-~a}ul 'L S ~ ' ~. ~. E '9 ' . ..... pa}sanba~l 6uiII!8 a}e~edaS ~ (~ alnpayoS) ~(}~adad paunnp ~l;ulop 'g 'S ' ' ' ~ ' ~ ~(3 alnpayoS) ~(}~adoad leuosaad snoauellaoslW pue s}lsodaa ~{ue8 `yse~ .g • .~ .. ........................ (D alnpayoS) algenlaoa sa o 2i } N pue sa6e6}~olN ~~ • '£ ' ' ' ' ' (a alnpayoS) d!ysao}al~dad-aloS ao dlys~au}~ed 'uol}eaodao~ plaH ~(Iasol0 '£ .Z .. .................................... (8 alnpayoS) spuo8 pue s~loo;S 'Z • . ~ .. ......................................... (~. alnpayoS) a;e}s3 lead ~ t- NOIl''dlfllldd~3b 6 2 h 'C 9 'L 2 0 2 ~ N 3 m ~ .L .1.3 8 :aweN s,;uapaoad aag wnN ~(;unoag IalooS s,;uapaoad X3 0056-A3ZI Oh2049505'C REV-1500 EX Page 3 -~ Decedent's Complete ,Address: File Number ® 0 DECEDENT'S NAME BETTY W EN K ___--_ STREET ADDRESS 107 HILLSIDE DRIVE __- CITY I STATE ZIP MOUNT HOLLY SPRINGS PA ~ 17065 Tax Payments and Credits: 7. Tax Due (Page 2, Line 19) 2, Credits/Payments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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. (1) Total Credits (A + B) (2) (3) (4) (5) O.oo 8.49 8.49 0.00 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 transferred : ................................................................. ..... ^ ^ 0 b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ c. retain a reversionary interest; or ........................................................................................... ..... ^ d. receive the promise for life of either payments, benefits or care? .................................................. ..... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ 0 without receiving adequate consideration? ................................................................................. h? " ...... ^ 0 ... or payable-upon-death bank account or security at his or her deat 3. Did decedent own an "intrust for ...... Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . contains a beneficiary designation? ............................................................................................ ...... ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS lS 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 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 for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a 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 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 decedent's lineal beneficiaries is 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 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 8.49 REV-15Q9 EX+ (01-10) ~• Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: BETTY WENK 0 0 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. EARL E. WENK 107 HILLSIDE DRIVE SPOUSE MOUNT HOLLY SPRINGS, PA 17065 B. GALE W. DUPONT c JOINTLY-OWNED PROPERTY: 1901 ESTHER DRIVE CARLISLE, PA 17013 DAUGHTER ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A.B. WACHOVIA BANK, N.A. 1,132.57 33.3 377.15 ACCOUNT NO. 1014136931290 TOTAL (Also enter on Line 6, Recapitulation) I $ 377.15 If more space is needed, use additional sheets of paper of the same size. i REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BETTY WENK 0 0 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B 2. 3, 4. 5. 6. 7. City State ZIP ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: Attorney Fees: IRWIN & McKNIGHT, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: REGISTER OF WILLS -FILING FEE 400.00 15.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 415.00 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) y pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: BETTY WENK 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. EARL E. WENK Spousal 107 HILLSIDE DRIVE MOUNT HOLLY SPRINGS, PA 17065 2. GALE W. DUPONT Lineal 1901 ESTHER DRIVE CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. w ' BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 INFORMATION NOTICE AND FILE N0. 21 TAXPAYER RESPONSE ACN 10138020 DATE 06-30-2010 REV-1543 EX AFP (08-08) EARL E WENK 107 HILLSIDE DR MOUNT HOLLY SPR PA 17065 EST. OF BETTY WENK SSN 202-16-1429 DATE OF DEATH 02-11-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WA CH OVIA B K N A provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, You were a joint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call 1717) 787-827 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No . 1014136931290 Date 08 -29 -1996 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance ~` 1 ~ 132 • 57 payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 56 • 63 months of the decedent's date of death, Tax Rate ~( ~ 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $` 8 • 49 nine months after the date of death. PART TAXPAYER RESPONSE a ;f,. A A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE B L ~ C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return O N L Y to be filed by the estate representative. C. ~ The above i nforms ion is incorrect and/or debts and deducti ons were paid. Complete PA RT 2~ and/or PART ~ below. PART If indicating a different ~< .,< tax rate, please state ..... ., ... ., .. -~ , .. ...a, relationship to decedent: rj °`f ~ X ~~ '~ ~~ ~ TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~, { ' ~ r~ :~ ~srf~ LINE 1. Date Established 1 ~R .w A'~` ~~ rte. t"i `~ ~ ~ ~~' '~ ~ a ~° :a 2. Account Balance 2 yi ~ ,. `-. ~ 'k r,~ ~ ~ '` t~~~" ~~ ~ ~ ~~ ~ : ~ 3 Percent Taxable 3 X ` I . _ ~~ : ~ KF . ~ ~ ~ 4. Amount Subject to Tax 4 ~ . ` ~~ ~ ~~ ~~ f 5. Debts and Deductions 5 - ~ ~` ~f ~ ~ ~ ~ I y T N ~;f~ `~ h ~ F ~ G ~ 6. Amount Taxable 6 ~ ?. ~ ,ate ,~f ~..r ~, <r ~ t ,~ t ~ a.i ku. d`•~ 7. Tax Rate 7 a X ~ 8 Tax Due 8 $ '~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. H O M E [ ~ WORK C TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of iax compusaLion~ s ~. BUREAU OF INDIVIDUAL TAXES PO BOX 20D6D1 HAP.RISBURG PA 17128-0601 i INFORMATION NOTICE AND TAXPAYER RESPONSE REV-1543 EX AFP (UB-OB) GALE W DUPONT 1901 ESTHER DR CARLISLE PA 17013 FILE N0. 21 ACN 10138019 DATE 06-30-2010 BST. OF BETTY WENK SSN 202-16-1429 DATE OF DEATH 02-11-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WACHO V I A BK N A provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, You were a joint owner/beneficiary of this account. If you feel the information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please tail C717] 757-8527 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1014136931290 Date 08-29-1996 To ensure proper credit to the account, two Established conies of this notice must accompany payment to the Register of Wills. Make check Account Balance 1 3 2.5 7 $ 1 ~ payable to "Register of Wills, Agent". Percent Taxable X 5.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 56.63 months of the decedent's date of death, Tax Rate ~( lj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 8 • 49 nine months after the date of death. PART TAXPAYER RESPONSE ~~ . ~.: . • ~. ;> ~ >..~ A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two co pies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of C H E C K Wills and an official assessment will be issued by the PA Department of Revenue. DNE BLOC K B. ~ The above asset has been or will be reported and tax p aid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PA RT ~2 and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: ~ a, ' ~~ z'~• a ~~,~ f ~ .~ ~~'' TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~ k s .._ Y~~3.. LINE 1. Date Established 1 ; $ ~ ~~~ ~ ~ ~~s ; 2. Account Balance 2 ~ ~~ ~~.. ~,~, ~ 3. Percent Taxable 3 X ~' " ~ '~ $ `+~ ~~~~';~ ~; ~ ~~ ~ ~~ 4. Amount Subject to Tax 4 ~~ ~ 5. Debts and Deductions 5 - ' $ ~~ ~ '~ ~ `~ ` 6. Amount Taxable 6 X ~ 3 .: ,. ~_~ ~;x ~~~ ~:.~r'r~ "k :. ;, ~~. 7. Tax Rate 7 ~~~ ~ ~ 8. Tax Due 8 $ =' ~ ~ ~~ ~ _ ~. ~ • •~ ~~ ~ ,<~~ ~. z PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. u n MG ~ 7 WORK t ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation] &