HomeMy WebLinkAbout01-14-11 (2)1505610101
REV-1500 °` `O3-'°' _ OFFICIAL USE ONLY
PA Department of Revenue P sYlvartia ~,,,,ty Code Year FIe -`~
Bureau of individual Taxes INHERITANCE TAX RETURN ~ I ~ ` ` (~
Po Box2sOGOi RESIDENT DECEDENT `'1 "I
Harnslw PA i~iz8 0601
ENTER DECEDENT INFORMATION BELOW MMDDYYYY Date of Birth MMDDYYYY
Social Security Number Date of Death
04/16/2010 10/08/1917
201-16-0275 MI
Suffix Decedent's First Name
Decedent's Last Name S
Erma
VVimer
(If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name MI
Spouse's Last Name
Spouse's Social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW O 3. Remainder Return (date of death
~ 1. Original Return O 2. Supplemental Return prior to 12-13-82)
Future interest Compromise (date of O 5. Federal Estate Tax Return Required
4
O
O 4. Limited Estate a.
death after 12-12-82)
Total Number of Safe Deposit Boxes
8
O 6. Decedent Died Testate O .
7. Decedent Maintained a Living Trust
(Attach ~pY of Trust)
(Attach Copy of Will) 11. Election to tax under Sec. 9113(A)
ousal Poverty Credit (date of death O
S
10
O 9. litigation Proceeds Received O p
.
(Attach ~. O)
between 12-31-91 and 1-1-95)
~ECTED T0:
uE
Sh~ULD
MATION
ECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTU-L TAX De
~
CORRESPONDENT - THIS S J
n
e~p
h
y
Name
Mary J Good
First line of address
601 Winding Hill Rd
Second line of address
State ZIP Code
City or Post Office
PA 17074
Newport
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corresportdent's a-mall address: bar mail.com
ihes of perjury. I declare that 1 have examined this return, including accompanying schedules and statements. arxJ to the best of my knowledge and belief,
Under pens ~ rer other than the personal representative is based on all information of which preparer has arty krgvAedge.
it is true, correct and cprnplete. ration °f rape DATE
...,. , oc n ocrzS N RE SIBL OR FILING RETURN 01 /14/11
wvn,-v.+
601 V1f1 ng ill Rd., Newport, PA 17074 DATE
(717) 567-3338 ,_,.
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USE`<3NLY
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DIME FILED
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SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
ADDRESS
PLEASE U8E ORIGINAL FORM ONLY
1505610101
Side 1
1505610101 ,~
1505610105
REV-1500 EX Decedents Social Security Number
201-16-0275
Decedents Nara: Erma S Wimer
RECAPITULATION
1.
1. Real Estate (Schedule A) ............................................ .
3,658.80
2.
2. Stocks and Bonds (Schedule B) ...................................... .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4.
4. Mortgages and Notes Receivable (Schedule D) .......................... .
Schedule E 5•
5. Cash, Bank Deposits and Miscellaneous Personal Properly ( )•
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6.
7. Inter vvos Transfers & Miscellaneous O ~ t ate Bing Re<uested... • • • • • ~•
(Schedule G)
3,658.80
........... 8.
8. Total Gross Assets (total Lines 1 through 7) ................. .
............. 9.
9. Funeral Expenses and Administrative Costs (Schedule H) ..... .
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10.
11. Total Deductions (total Lines 9 and 10) ................................. 11.
12.
...........................
Net Value of Estate (Line 8 minus Line 11)
...12.
13 Charitable and Governmental BequestslSec 9113 Trusts for which 13
.
an election to tax has not been made (Schedule J) ...... . .
3,658.80
14
14.
..........
Net Value Subject to Tax (Line 12 minus Line 13) .......... .
...
.
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116 15.
(a)(1.2) X .0_
16. Amount of line 14 taxable 16.
at lineal rate X .0 _
17. Amount of Line 14 taxable 17
at sibling rate X .12
82
548
18. Amount of Line 14 taxable 3,658.80 .
1 g.
at collateral rate X .15
548.82
........ .... 19.
19. TAX DUE .............................................
20. FlLL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
L 1505610105 1505610105
REV-1500 EX Page 3
Decedent's Complete Address:
Erma S Wimer
645 Lindsey Rd
File Number
STATEPq ZIP17015
C Carlisle
Tax Payments and Credits: (1) 548.x2
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount Total Credits (A + B) (2)
3. Interest (3)
4. If Line 2 is greaFithn oval on Page 2, Line 20 to (request a nhfundthe OVERPAYMENT. (4)
(5) 548.82
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Y s No
Did decedent make a transfer and:
.... e
...... ^
a. retain the use or income of the property transferred :................................................................................ ^
b. retain the right to designate who shall use the property transferred or its income : ......................................
............... ......
...... ^ Q
c. retain a reversionary interest or ..................................................~................................................. ^
d. receive the promise for life of either payments, be anfits or o re~ within one year of death
did deceden P Pe
982
,
2. If death occurred after Dec. 12, 1
without receiving adequate consideration? .......................
Did decedent own an "in trust for" or payable-upon~feath bank account or securely at his or her death?......•
••••••• ^
3.
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
.............
....... ^
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, 1995n~ exem tma trans~fer~to a surviving s spouse fromntax, and the fstatutory requ ~errlents for n sdosure of assetsr and
(72 P.S. §9116 (a) (1.1) (ii)]. The statute does P beneficia
filing a tax return are still applicable even if the surviving spouse is the onty ry•
For dates of death on or after Juty 1, 2000: rat death to or for the use of a natural parent, an
• The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younge
adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)].
• The tax rate imposed on the at lvalue of transfers to or for the use of the decedents lineal benefiaaries is 4.5 percent, except as noted in
72 P.S. §9116(1.2) [72 P.S. §9116( )( )] A siblin is defined, under
• The tax rate i as awn 'individualcewho has ateast o t parent incommon withdthe ddecedent!IV fiether byebk~od or adopti§on116(a)(1.3)]. 9
Section 9102,
REV-1503 EX+ (6-98)
SCNEQULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
accinFNT DECEDENT
ESTATE OF
FILE NUMBER
Erma S Wimer
REV-1513 EX+ (01-10)
~ Pennsylvania SCHEDULE ~
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TA% RETURN
RESwENr DECEOENr FILE NUMBER:
ESTATE OF:
Erma S Vlfimer RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY
I TAXABLE DISTRIBUTIONS [Indud~outrig6 as~s2, ]istributions and transfers under
N'~oe 100°~
1. Mary J Good
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:
i.
TOTAL OF PART II ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I #
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