HomeMy WebLinkAbout09-01-10___
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FA c d tieretrr,e ~ ~~ Y
tjureau d IMhridwt Taxes INHERITANCE TAX RETURN ~~ (ode Yer
~ eft ~oGos RESIDENT DECEDENT ~' v 1
Social Satxatgl Number Dave d Death MIADDKI'ri Date d l~tlr M~ItDDYYYY
j
+/~r2&970f f 2l28J2009 04/04/1924
Oscedent's t.aet NTnrrs _ - 8ufibc Decedent's Fkst Name
JoMson Audrey
{~ APP1 Ertiet S~avNYra ~ InlbrrrTallon Below
Spouw's Last Name Su81x Spoua's First Nsme
SpTruss's Saclal 3scutly Number
TH18 RETURN ISI8T BE FlLED IN DUPLICATE WITH THE
REt31STER OF WELLS
Flu. w ACre otiv-LS BEtow
T,'~ t. ~~ Rakrn 0 2. SuppNrrNnW tiMun
O 4. L4rtIMd EstaEe O 4a. Futura Moerrs6t CAmprpNss (dabs d
death stber 12-12-82)
~ 8. Dacadstrt Dfad Tiratate O 7. Decedstrt McN-tTrined a Ltvlnp Tnadt
(A10ech Ccpr d VYS) {Attach Copy d Tnpt)
O 9. L18pafion Procsads Rsesiwd O 1Q SpouiTM rawly Coedit {dTTme d dash
batwinn 121-91 and 1-1-96)
OMDENI'- TIi1386CTi0N
NTtme
David M. Hdlar, PLLC
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Sbbe aP Code ..
PA ~ 19428 ~
CornsparrdwrCs s•ataU aa~rre:,dhollai'i@yflMirilaw.oom
larder psrrsllw dpsrJue,ti rdadMre itrit 1 Irava eaanrirred This ralren, bOludlnp aooarrMrsrryfrrp acTrsdisss and alstanrsnbtb acrd to the ixs><of mp end bevel.
tt Y 1rrN, oo1Nr1 Mtl 4bedYwtlOn d praparar OIINr fren lire pM>IOrNI rapraeerddlN k bMad Cn s/ Mrbrrnalbn otrrlrioh prapMar Iree IprDYNer4a.
~IOWAt1JRE OF PEit90N AE9POtIRIBLE fOR R1LtNG RE11tRN _ GATE
~ '"~ ~80'S -~ ~ `bv L 3 3"1 O
3N~NATURE t]F PREPARER T7Tt1ER THAN REPl17ATIVE OATE
ADORERS
PLlAtiR Yt! OItlfNNAi. r01lM ONLY
SItN 1
L 1505660601 1505610101 ' J
MI
W:
D
O 3. Rarnainder Re4xn (d d death
prior>p 12-1382)
O 5, Federal F_stabe 11Rc Required
_.__ 8. Tolai Number d Sate Bones
O tL HscUon b box under 9173(A)
{Agedr ST;h. O)
eE t:01PLET~. ALL C~ A!D OOtbFIDdI1tAL TAX NtF01gH1TTON tllt0lN.D lE 7T?
Dayeme Telepttane Number
{810} 729-2900 ~
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(~i aar
(Z~Z
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J 15D561D105
REWt5l10 EX Decedent's social Sedi~lly Number
o.oea.nrs rams: /1UdrbY W. Johnson 405-28-9701 ~
RECAPITULATNIlt
,. R~1 Ewe {sa~ed~,~~ ............................................. 1. a a7,nl.oo
2. 6bcb and Bonds (scbsduls B) ...................................... a. 0.00
3. Closely Held Corporation. Parbtsrship or Sols~Proprielorsfdp (Sdrsduls C) ..... 3. 0.00
4. Morlpepas and Nolen Receivable (sChadtrle D) ........................... 4. 0.00
5. Cash, eardt Dspasib and MsoeMerrsoue Peraarel Properly (sdiedAs E)....... 5. 19,551.15
6. Jointly Owned Pn~psry {Sd~sdule F) O 3eperale BrNinp Reque~ed ....... 8. 0.00
7. kder-Viws TMefers d~ MisoeNeneow Non-Proba6e Properly
(scl-sduia (#) O separrie BINno Rat~,aled...... , . 7. 0.00
$. ToW OroasAsaels (IoW l~'ros 1 thnwph 7) ............................. 8. ,322.15
9. Funeral Expenses and Admiraetralive Casts (sdtadule H) ................... 9. 23,118.50
10. Dsbta d Dsoedsrti, Morppe tLbNitles, and Liens (schedule 1) .............. 10. 67,580.79
11. Total Daductlons (toW lJnes 9 and 10) ................................. tt. 90,678.29
<,'
12. NaR Vatns d Esta4 (lJns 8 minus tJrre 11) ..............................
12.
78,642.88
13. Chsrltabls acrd Ootwrrwrwrtle! 8egwatsl3ec 9113 Teals for MAAch
an election to taut has not been made (schedule J) ........................ t3. 2,920.00
14. Nat YeArs Sutrjsat Ia Tint (iJne t2 minus line 13) ..................... . .. 14. 73,722.36
TAx t.AI.iCULAT1bN - SEE utsTRUt:TIONS FOR APPLICABLE RATES
18. Amount d l.ina 14 trsuibla
at ihs apousel ax refs, ar
trenstare undersea 9N8
{aX1.2) x .o~ 1s.
16. M~ourM dt.kre 14 taxable •... _ ._... _.. _..___......._._..__... _......._.... _ ....__ _ ..._..._:
st inaal rate X .0.4$ 173,722.86 ;. _ ........_ ....
18.
7,817.53
17. Amount d Lime 14 tmtabfe
at stbtirg rate X .12 17.
18. Amount d LAre 14 teoaibM
et aotWaral vale X _15 18.
19. TAX DUE ......................................................... 19.. 7,647.5$
20. FILL N TFiE OVAL. IF YOU ARE R6Q!>ESTpIO A Rlt:tMD OF AN OVERPAYMENT
81de 2
1505610105 7505610105
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aEV-~aoo ex a~ s
Decedent's Complete Address:
~'sY W. Johnson
ttTRffTADOFEBS
17 Honeysuckb Drive
~ sT~ ~
tlAedtank~burp PA 7030
Fay Nwnbrr
Tax Payments aind Ctrodits:
1. Tax flue (Pppe $ LNre 1sa}
2. dedtialPayn+errts
A. Prbr PaynrerMa .~
B. Dieaord
(1}
7,817.53
S. Irrkrest
4. ~ Line 2 ie ~ealu 11Yn ilrre 1 + Lice 3, errier the dilttersrres. This is Ore OVERPIIYMB~IL
Fiw h avel on Pape $ t.Mre m b ngwst a rshrrrd.
Total Credits (A + B) (2}
(3}
(4}
5. ff Lire 1 + lire S )6 greeter than line 2, enter the dflterenoe. This ie the TAX WE. (5}
Make Check payable to: REGISTER OF WILLS, AGENT.
PLEASE Ai~MER THE POLLOIMNG QUESTIONS BY PLACING AN "X" IN THE APPROPRU-TE
1. Did deosdart melts a irartster and: Yes
r< relein the ties a iroome of ~ properly ~....»...._......._ ................................................................. ^
b. relei- ttts right b deeigrrab wtp atr~ use Ore property 4sr~ened a Os ir>conre; ......_ .................................. ^
a rstair a rererelorrsry inbw~ a ...............................»............................._................................................_....... ^
d restive the praries for Mfe of eiGror payrrrenle, berrefMe a care?....._ ..................................._.......................... ^
2 O deetlr oaxared otter Dsc.12,1tt82, did decedent trsrrefer properly whirin are y~eer of death
rrNhord rsoeMnp adequsb corsideralion? ......_ ..............._.............._............»..................._.................................. ^
a Old decadent awn en "h tnret tor" or peyebb~upoo-deeOr bank aoootrrt a security at hie a her death? ..............
4. Did dsoarMrrt awn an ixstsidrral retksrrrerrt account, annWly or oOrer non-prabeb propery, which
corrtaire a beneAdary deeigrration? ........» .........................................................................._..................................
0.00
7,817.53
No
F THE AIiSYYER T~0 ANY OF THE ABOYE YOU
QUESTIONS ~ MUST
. , _: 4.. s. _ L'O~LETE SCIiEDUI.E 6
YES, Aln FILE R AS
~ Tl~
RETURN.
#a±±~~~: ,. t ' ~''~'~,: £. Via. it-y~°. s ~ .~•: . ash ~rz::~ ~,~s-::e~x;:~i:~ -~a.~:;:_ : =~- g~= ;:~:e<,._;.3;.- - - - -
,r,._~•~:.84v.a.7~a.,x .ta~..:Y e:.i ~.!• x~~~;9'.,~.E~~.a~. ~e.~'~~~.' .'.s~'°iY.:>'~`~.z,s .: ~`mbs. d,~,•*:sa ~~t Fc ~ :6. ~ .A -~° ~ ti ... ... '
_ _ ~'.
Far deter d deetlr an or slbr Jugs 1,1994, and betas ,bzn.1,191~i, the bat rate imposed on Ore net value d tmnsiers b a for the use d I surviving spouse is
3 percent 172 P.S. §9118 (a) (1.1) {t)]. I
For dates d deab an a a1Der Jan. 1, 1995, the tax rate imposed on the net value of transfers tiD a for the use d the epouea is 0 percent
172 P.S. §9116 (a) {1.1) (ii)). The stadrrle dues not exe-r~rt a transfer b e aurvlNrtp spouse from tax, and the atatutay roquiraments for of assets and
ilirrg a tax tebtm ere si# appNcabb even ff the surviving spouse is the oNy berreliciery.
For dales d death an ar alter Juy 1,2000:
• The bx rob brpoted an Oro net vakro d transfas from a deaesse~d chOd 21 years d age or yarrrrger at death to a for Ore use ~ a natural parerd, an
adoptive parent a a stepparent d Ole drNd is 0 percent (72 P.S. §9118(a)(1.2)j.
The tax tale on the net value d transfers to a tor' Ore use d Ore deoeder>rs lineal berrefcbries is 4.5 percerr~ except as noted in
72 P.S. §91i8(1P.S. ~116(ax1)).
• The tax rate iuposed on tre trot value dtransfers to a for the use dthe deeedenCs is 12 percent [12 PS. §9118(au1.3)j. A si~irrg ~ defined, under
Serdlan 9102. as an ~ividual vrho lraa at least one psrer0 in common rrtOr the deoeder0~ -v reOrar by brood a adoptfar.
Rt?W1502 Efc+ ((1-081
~~ + " Pennsylvania SCHEDULE A
OEPRRTMENT OF REVENUE
uwaur~cE Luc ee~ REAL ESTATE
p~eNrr
aw:r~~ es:
iT~
Audrey W. Johnsen, Dsoeswsed 21-09-1212 ~
All nel qty awed relMr K a a bMnt ~ ooerw~ee a~uat M eR fik aaerket rNw. Fit rearlmt vNue ~ defined as the
~ at whkh property
compe~d to bull or see, both harhg reaaonebk knowkd9e d
world be oodrarped bettradr a wimp buyer and a wiMy eeNer, neltlNr rdewuK fatb.
Reel l~4 that a ~ef~tllrwrwel wd~ rl/Mt d wrNwrralYp ~swt 6w dMeleeed oa feMMM f.
Atbdi a copy d the aellilenet shed M the property has been sold.
~ Include a copy d the deed showing deocderR's interest i owned as tenant to camrran. ~ ~
DBCRIPRON
1• Singb FamNy Rseidence, l7 Haneyattdcb Otitis, ~, PA 17050 156,592.00
2 Sirgie Ftmy Rstidt>ttoe, a E. Woodland Drhre, Medtanicbtxg PA 17055 187,979.00
3 Timeeharo, IYbutglktelds 11INa~s, Sec.1, Ph. 9, Roddrgflam Cotetty, VA 3,200.00
~I
10TAL (Nao er+ter on line 1, itecapkuladat.) ~ ~ 347,771.00
if more space B needed, insert addltlotpl sheets of the same size.
r~w~so3 oc+(s~as~
~iN~~V~ s
ca~oNwexr-i o~' ~-~snv~w STOCKS 8e BONDS
~aar~ r~wc ~u~
E~fA'iE Of FN.E
Audr+ry W. Johnson. Deceased 21-09-1 12
AU prop~ry jointlye~rMd tdlh ~Idht d ~wMaWp awq b~ dUeleNd on selwNiN F.
REM AT W1TE
NTH
~.
,+OTK (Aao enc~ on Nna 2, ~)
'
i
o.oo
(If mon pw a rN.aia, bawl ~d~NanN ~»w a 1h. ~ fie)
REV-1304 EX+(6-06 ~~~~~
CLOSELY HELD CORPORATION,
co~a~oNwEarH of vwU PARTNERSHIP OR
~tr~rar~rtcE r~x R6TURN
IP
RESroEwr oECEnEatr
ESTATE OF FILE
Audrey W. dphnsfln, Dec~sed Z1-09-1 12
ticfiedire at «GS pndudYq w enpportlnp rdoneeYa~j muN be et0edied tar aeon meel~held ~~~P baerat a we aaedN+~ o ver wen a
~. 8ee fneMuc~aia tar M eeppo~ig hlomerMon b be eub~niaed iot tote1xopdetoreMpe.
n><rt a AT a~
M~ ow-rn
~.
TOTAL (Also enbr un Bns 3, Reapid~on) i 0.00
{u mane pea k needed, Inert eddltlonel eMet~ a the eems eiae)
REV~1S07 EX+ {E-96)
~/- ~.~^-~CC s•~
COI~IONYNEALTH OF PENNSYWANIA V/+~VW ~t NOI W
MNiERRANCE TAX RETURN RECENABLE
RESIpENT DECEDENT
Pwd W Johnson Deceased
21-09-1212
y
AM propNq- jointl~rowwd wllA riyMt d wMro~Mlp newt b~ dNda«I an EeMrdWe R.
ITflA
oESCr~noN V UE AT DATE
aF DEATH
ii
I
III
II
II
I'
',
TOTAL (Abo attar on Una 4, Rec~pibugipon) i 0.00
tff mora ip.oe a r~.a.d, rat wdwa~ re.a a the ame,a~.~ re
~v +soe ac+te.oey
fCM~1~Yi~ i
~~ , Sc MISC.
1:01dMONWEUTH GF PENNSrWAN1A
x~arrAC~ tax ~rursv PEftSO1~1,A~ PROPERTY
~s~eECeoeNr
E~STIITE tJF t~LE
Audroy W. JoMson, Deceased 21 9-1212
include the prom a1 tltlpelon end M a1w Ihs prooeedi wens no~ee Oy ~ e~ale.
N propergr JoMNlwo~waed rYNir rglrt o(eurvironlrip real M diedoad oa aoMduN F.
111:111 ALUE AT QATic
oESCa~11oa of DEI-TFi
1 IRA, AAiltual Bank At~ooclc>t No. x~ooc11702 8,336.61
2 Checking Account, Md~T Back Account No. ~aoa9473 1,062.97
3 Deposit Account, Metl.ile Account No. ~oooc54973 10,151.57
I~'~
I
Tt71i11L (Aiw erg on 11ne 5, Reppifa~elion} i 19,551.15
(M more ap.o. fs n..eee,lneert addlronel dreeb of tlu ame size)
IiEY-SEX+(oirLO)
p1t1~11a11~8
oerr of eaves
uiwnwaE rruc w~
oecceoa~r
~ ~
]OIM1Y-OMM~ PROPERTY
ff°~TATE OP= InE
~~ W. ~ Dsoeaeaed 21.Of~121
n,.....r wes.e. ieirtlv arw~d wltldn a~ vrrr eHIN /~fa1~11t's dsb d ~e~, R 111rIR 6! ra'01Md all M a.
suRVrn~ w~rr ~nrn~s~ wa(s) ~ooaESS aann To nEC~eo~r
a.
I
s.
~ ~
]O~NiLY ONI~ PRsOlER7Y~
~ ~ Q a ~
i~
~ w~ oe
ru eiwc wr MMeet a saauie
arauoe w~Me or iMSrmrta~ o~ ar ae~an nc
ae i~w
au-a~ aawnr ~ oe®oart~ ent~sr
1. ~
II
Iii
TaTAL (Also enter On LJnE 6, Recapibulatfon) ~ 0.00
If mace span is needed, use addkfonal sheets of paper of the same size.
REY-1510 EX+ (Q8-09)
pMlRITNIL7'. TAIf Ne71N1
!~ Dlf209R
SCHEDULE G
INTER-1iNOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE INNER
q~~ yy, ,~~~ p~s~ 21-08-11~t1
This sdreduk must be oompletod and flbd ff the srurrer to any of 4 1 through 4 on page three of the REV 1500 h res.
1TEl1 riaweniewwear +~oeo~~ DA7EOFDEATH ~4OFOENS
INT
REST TAxAeIE
Vu11E
weaaea raoicxsaorrorneoeeoiaseksmoe. YAUJEOFASSEi E
1. Nsw Market Cart No. 003061, 3 ah., Audrey W. Johnson as Cu»6odinff fOr 352.86 0 ~~ 0.00
Maltikwr ti81(grandson) per PA i)Nform Ttanalets b Mhrors Act
2 Abemarle Corp. No. 23201, tro. 25389, 9 sh., Audrsw W. Johson as 670.56 0 ~ 0.00
Ctralodfen for Msditerr GNt (grsffdecnj Per PA Uf6(ofm Tfansiets b MYwfs Ac
3 TredeDar Corp. No. TC 2320, 2 sh., Audrow W. Johnson es Ctrslodbrrt for 31.50 0 ~ 0.00
Me~ey (381(garfdeon) per PA UnHam Trar>afers b Minors Act '
~~
'I
,
I
TOTAL Nso enter on Une 7 itubrtbrt
~D ) 4 ', 0.00
1f more space is , use a001tlOnal >i1leeLS ~ paper Of the same erne.
nEV-isii Ex+ tio-o9~
SCHEDULE H
penr~lvarria
o~*~+* ~ aev~
~erewnw~e,wr renee~
r oe®errr FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
t?sTATE OF FLLE NUMBdt
At>dt+ePy W. Jofinson. Dsosased 21-09-1212
DaoMnra'ra ielb asst M re/orted on arm I.
1T@I
MUta1Ht Dt'~fION AMIOUNr
A. R~YERAt. EXPEpSB:
1• q~ Ftaaxaf MOme 1,544.00
B. ADMINISTg1111VE C05TS:
i. Persarnl Represarr4dve Commissions:
tame{s} of Persornt RepraartaWe(a) KatF~ M. Davey
street Address 1 Beach Dr. 3E X1805
qty St. Pebetsbtug 5~e Fl. np 33701
Year(s) Condon Paid:
2,500.00
I. At~onky Fees:
3. Fimity t3cerrrptlon, (If daaadent S address is not the same as daban<'s, attafi exylanetlon.}
CaanarA
Street Addtr'as _,._.___-- --~l~~__.___-. _
~ ------------ - State ---- ~ -
Rdedonship of ClaYrrrrt to Decedent --
4. Probarte Fees: 428.50
5. Acaourrtsrrt Fees: 450.00
6. lbx Retrrn Preparer Fees:
y EsBmaled cbeug noels {8 East WvotNsind otiMSy 18,198.00
TORAL (Also enter on Une 9, Recapidrlatbn) # ! 23,118.Si
~ mote scat! rs neeoeo, use soprponai meets of paper of the same size.
r
REV-1512 EX+ (t2-08)
~
~ SCHEDULE I
.
penins~ivat~ia
~~~~
~~ c~er~ ~ uEC~oEKr,
MoRr iLIABILITIEiS i~ LI~IiS
ESTATE Of fRE MUMitER
yy, ~~p~ pe0~ 21-09-1212
R+a't MMs iawrnl w tMt ~aoa/nk prier to iMtM tlatt nw~/ vwf~ d IM d~ ad i~Mh, indedbM enrirMnM ~.
ITBI ~
mon Y A7 DYCrE
~+
1 • Re+brse Mortgage, l7 Fioneyeudde Dr., 6anlc of America i+lo. x>ao~9599 124,137.08
2 Tenn Loan, Md~T Bank, AocotKit No. ~oooc~0001 40,836.28
3 Crept Card, HSBC AAOOUrd Wo. ~ocaoc40B0 387.08
4 Credit Card. BonioriMSBC Account No. xiooc348B 491.09
5 Credit Card, ATd~T Accoart No. x~ooc4253 153.89
8 Utiitles, Uniiad WaOe+r 14.28
7 UtlNtlee, PPL 195.57
g ~~ N ~ 1,545.74
~~
TORAL (Neo enter an lk~e 10, RecapituVakion) ~ 167,560.79
If more space is neakd, iasett eddRioeel sheets of du same size.
_____
REWI513 pc+ (O1-10)
~ennsylvaMa SCHEDULE ~
pEPNRTMEIIT of ReveNU! dENERICIARIES
n+~nwce na wtimu- ~~
RlS~~ 0[ClOlllf
e~rl-~ oF: ~
W. Johnson, Deceased 21 1212
REI11T1ONSHIPTO DECED9(T OR SHARE
N1IMIBER NAl~ AND ADDRESS ~ PERSON(S} R6CEIVBiG PROPERTY Do Net Lbt s OF (.STATE
I TAXABLE DiSTRrBUTI0N5 [Indud~ 9ou~ tayspo~ ,d~-(6utlont tRd trand~ert uMa
i. Julie Aun G~, 8 E Wao~and Dr., MechanicablMg. PA 17055 DauytSer 5096
2 KaNiy M. Davey, l Beech Or. SE #1805, S't. Peletbui+p, FL 33701 Daughter 50%
NITER DOLLAR ANOINTS FOR DISIRIBUTlOIIS SHOYY)1 ABOVE oN LIrIF515 THROUGH 18 OF REY-1580 CWIBt SHEET, As
NON-TAXABLE DISTRBlUTIONS
A. SPOUSAL 0155('R18UTIONS UNDER SECTION 9113 FOR YrFQCFf AN ELECTION TO TAX IS NOT TAKEN:
1.
8. CHARITABLE AND 6011ERNMHIiN. DISTRIBUTIONS:
1.
Donatlori oFDecedeiiCa Per~ona~Po~easions
2,820.00
2,920.00
it mare space K needed, use addftlonal si>eats d paper of the same size.