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Home My WebLink About11-15-10' 1505610145 REV-1500 EX(°'-'°' pennsylvanis OFFICIAL USE ONLY PA Department of Revenue DEPARTMENT OF REVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ,~ ~ ~ ~: ~ ~ ~ ~? ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 186-24-9185 08292010 09061930 Decedent's Last Name Suffix Decedent's First Name MI Turner Benjamin G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW 1. Original Return 0 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) [~ 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 0 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) [~ 3. Remainder Return (date of death prior to 12-13-82) [~ 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Betty S. Sheaffer 717-943-0016 ~, _...._.. ~ REGISz i.?~ YViLL:= t t~LY t ~ _ , .~,. ~ ~ ~~~ ~ ~~ First line of address ~ ~.~ y C~ -~ <_ ;; ~' " 658 Mahanny Valley road - T-~ ~j ` ~~ '°~I ,_ _ .; .. Second line of address -~~ ~ ~ ~=' _. ~.. -' { ~ ~ ~ ~- .._ ~ r ._..r - i!)A~E FILED ] ;' :. , City or Post Office State ZIP Code ~'~~ ~ ~ ~ -- , , t~ Duncannon PA 17020 Correspondent'se-mail addn9ss: kathy@aj saccountincl. corn 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 com lete. Declaration of re aver other than the ersonal re resentative is based on all information of which re arer has an knowled e. ATTIRE OA P~ON~~PON L~ FOR FILING RETURN DATE ADDRESS SIGN~T~ RE OF_PR,4EPARE~~H~R~TMAN REPRESENTATIVE ` DATE ADDRESS L.1 ~, " it ~ r ~ 1, ~ ~ ~ ~' t (~ .~ ^s 3 PL SE USE ORIGINAL FORM ONLY Slde 1 L 1505610145 1505610145 r fi. `_ ~~ J REV-1500 EX 1505610245 Decedent's Social Security Number Decedent's Name: Benjamin G Turner 186-24-9185 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. NONE 2. Stocks and Bonds (Schedule B) ............ . ......................... 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ...... 5. 3 O 6 3 3 6 . 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested ........ 6. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ........ ~ NONE 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 3 O 6 3 3 6 . 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 18 61.0 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. NONE 11. Total Deductions (total Lines 9 and 10) ............................... 11. 18 61.0 0 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. 3 0 4 4 7 5. 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... 14. 3 O 4 4 7 5 . 0 0 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 0 15. O. 0 0 16. Amount of Line 14 taxable at linealratex.o 45 304650.00 16. 13709.25 17. Amount of Line 14 taxable at sibling rate X • 12 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X . 15 18. 0 . 0 0 19. TAX DUE ....................................................... 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 13709.25 L 150561245 1505610245 J REV-1500 EX Page 3 Flle Number 186-24-9185 [~Ar_Adant'g Cnmelata Address: DECEDENT'S NAME Ben'amin G Turner STREET ADDRESS 55 S rin Road P O Box 84 CITY Carlisle STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 721.52 3. Interest (1) 13709.25 Total Credits (A + B) (2) 721.52 (3) 4. 1f Line 2 is greater 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 12987.73 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: a. retain the use or income of the property transferred : ............................................................................. X b. retain the right to designate who shall use the property transferred or its income : ................................ ^ ^X 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? .... ^ ^X 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................................ ^ 0 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(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, 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+ (6-s8) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(10-09> SCHEDULE H Pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATNE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Decedent's debts must be reported on Schedule f. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Direct Cremation 1,395 Cumberland County Coroner Fee 25 Urns 124 Death Certificates 30 Obituary Notice 11 B 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. 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: 5. Accountant Fees: 6. Tax Return Preparer Fees: 175 7. Register of Wills 101 TOTAL (Also enter on Line 9, Recapitulation) ~ S 1,861 If more space is needed, use additional sheets of paper of the same size.