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HomeMy WebLinkAbout11-08-10 (2)' ~ , 1505610101 REV-1500 Ex ~°,_1°' PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes "F'"Fr„f~~~~FAE,~E~~.t County Code Year Po Box Z8o6o1 INHERITANCE TAX RETURN Harrisburg, PA 17128-o6oi RESIDENT DECEDENT s~j ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 041-14-2069 03/05/2010 12/05/1911 Decedent's Last Name Suffix Decedent's First Name Krone Thelma (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI S MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVAL5 BELOW C>fjj 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust D 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 tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) City or Post Office Carlisle CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number tv Law Office of John C OsZi:~,~-o°w J~Z (717) 243-74;,~Z o _.., , :_=-=; ~ REGISTER QI~•' '--~SE O ;~ ` First line of address = ' <~%`~ ~:~: 104 S Hanover St ~~>v-~~ - ~ -' ~_ econd line of address _, - t J/ 1...-. ~ ~ ~~ ;": _ , ...:..: .. ~_j. 1 ~ `~ .--~ ~ ,..• ~w Correspondent's a-mail address: johnoCa~carlislepalaw.com State ZIP Code PA 17013 Under penalties of perjury, I declare that f 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 ali information of which preparer has any knowledge. SIGNAT RSO PONSIBLE (LING RETURN ~ ATE ADDRES 2220 Ne Ile Rd., Carlisle, PA 17015 SIGNATURE O E AF~E#~,, E REPRESENTATIVE DATE f~ ADDRESS 104 S Haf~over St.. Carlisle_ PA 17013 PLEASE USE ORIGINAL FORM ONLY L 1505610101 Side 1 1505610101 File Number N ® '~"t J ~~ a , 1505610105 REV-1500 EX Decedent's Name: Decedent's Social Security Number 041-14-2069 RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schedule B) .................................... ... 2. 38,485.26 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 22,436.43 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 60,921.69 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 3,207.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. 2,977.41 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 6,184.41 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 54,737.28 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. 54,737.28 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0~ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 54,737.28 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g. 19. TAX DUE ....................................................... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610105 1505610105 2,463.18 2,463.18 O J REV-1500 EX Page 3 T1o~-orllcant'C rnmitllP_tP_ A[~C~reSS: File Number v........,........ ~~...r.--- - ------ - - - DECEDENT'S NAME Thelma S Krone STREET ADDRESS 209 Messiah Circle CITY ~ STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1} 2,463.18 2. Credits/Payments A. Prior Payments _ - - - _ - - -- _ - B. Discount Total Credits (A + B) (2) _ 3. Interest (3) _ 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. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ 2,463.18 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 : ............................................ ^ .......... ^ a c. retain a reversionary interest; or ................................................................................................................ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ..................................... ^ X contains a beneficiary designation? ................................................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS 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 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 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(x)(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 pE;rcent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(x)(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(x)(1.3)]. 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-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Thelma S Krone 2010-00738 All property jointly-owned with right of survivorship must be disclosed on Schedule F. tir more space is needed, insert additional sheets of the same size) • . REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Thelma S Krone 21-10-0738 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (It more space is needed, insert additional sheets of the same size) 1 Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Thelma S Krone 21-10-0738 Decedent's debts must be reported on Schedule I. 0 If more space is needed, use additional sheets of paper of the same size. r s ~ Pennsylvania DEPARTMENT OE REVENUE INHERITANCE TAX RETURN RFSTf1FNT hFC'EDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Thelma S Krone 2010-00738 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, inc{uding unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (Ol-10j ~ pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Thelma S Krone 2010-00738 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. Kenneth Krone 2220 Newville Rd., Carlisle, PA 17015 Son 100°!0 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: 1 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.