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Home My WebLink About02-22-111505610101 REV-1500 °` ~°'-3O' PA Department of Revenue Penr-sylvartia OFFICIAL USE ONLY Bureau of Individual Taxes °`""~~M""`"`""` County Code Year Rte Nun~er PO BOx s806o1 INHERITANCE TAX RETURN Harrisburg, PA 37128-0601 RESIDENT DECEDENT '~' ~ L` ~ C ~ ~S ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMODYYYY Date of Birth MMDDYYYY 163-20-1626 07/01/2009 08/18/1924 Decedent's Last Name Suffix Decedent's First Name MI MAGDINEC HELEN H (If Applicable) Enter Surviving Spouse's Information Below .Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sortial Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t8fl 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 8. Total Number of Safe Deposit Boxes (Attach Copy of wilq (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) CORRESPONDENT - TFfiS BECTION MUST BE COMPLETED. ALL CORRESPOtDENCE AND CONFlDENTUU. TAX INFORMATION SHOULD BE DIRECTED TO: ~~ Daytime Telephone Number Pamela H. Walters, Esq. (724) 352-4905 First line of address P.O. Box 654 Second line of address 277 Main Street .City or Post Office State ZIP Code Saxonburg PA 16056 Correspondent's e-mail address: REGISTER C LLS USE ONtla ~0 ~ ,'l ~n =~? ~ r- -`r} ~i W ~,,. ~ rn v3 ~ fv tV Q . ~ D ED ~..~ c.a ~"7 rr ,~ t~ ~)C~ -, 'L7 ±~ ~ i`ei €'r ~ ~~; --n _ c=:, ~._ :'r'r ~~ ~ -r1 Under penalties of pery'ury, I declare that I have examined this return, irxiuding accompanying schedules and statements, and to the best of my knowledge and belief, ft is true. correct and complete. Dedaretion of preparer other than the personal representative is based on all infomration of which preparer has any knowledge. S1Gt~ iP SON ' f~~BLE F RETURN DATE J 02/15/11 14Q~Opal Cour#~IQa~rona~ghts, PA 15065 DATE 02/15/11 P.O. Box 654, Saxonburg, PA 16056 PLEASE U8E ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J REV-1500 EX 15056101D5 Decedent's Social Security Number l)ecedenrs Name: Helen H. Magdinec .163-20-1626 RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ........................................ 2. 3. Ck~sety Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Properly (Schedule E)....... 5. 4,025.85 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Ynros Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested. , .. , .. , 7. 8. Total Gross Aasets (total Lines 1 through 7) ............................. 8. 4,025.85 9. Funeral Expenses and Administrative Costs (Schedule H) ...... 9 ............. . 4,025.85 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule 1) .............. 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. ' 4,025.85 12. Net Value of Estate (Line 8 minus Line 11) ............... 12 13. ............... Charitable and Governmental Bequests/Sec 9113 Trusts for which . 0.00 an electior- to tax has rat been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..... 14 ................... . 0.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 0.00 16. 0.00 17. Amount of Line 14 taxable at sibling rate X .12 ' 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19.' 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 REV-1500 EX Page 3 Flle Number Decedent's Complete Address: 1. Tax Due (Page 2, line 19) 2. Credits/Payments A Prior Payments B. Discount 3. Interest 4. ff line 2 is greater than line 1 + Line 3, errter the d'rfference. This is the OVERPAYMENT. Fill in oval on Page 2, Line ZO to request a refund. 5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) 0.00 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: a. retain the use or income of the property transferred :.................................... ......................... Yes ^ No ^ X ............................. b. retain the right to designate who shall use the property transferred or its in come : ............................................ ^ 0 c. retain a reversionary interest; or ....................... . ............................................................... .................. ................. d. receive the promise for life of either payments, benefds or care? .......................................................... ^ ............ 2. If death occurred after Dec. 12, 1982 did decedent transfer ro ert withi , p p y n one year of death ith t w ou receiwng adequate conslderabon? ........................................................................................... ^ 3. Did decedent own an 'in trust for' orpayable-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 designatan? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 [12 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 disdosure 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 taz 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 benefiaaries 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. (1) Total Credits (A + B) (2) Tax Payments and Credits: REV-~5o8 EX+ (ii-io) Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASHr BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: HELEN M. MAGDINEC ~~E NUMBER: 21-09-0815 Indude the proceeds of litigation and the date the proceeds were received by the estate. Ali Property jointly owned with right of survl,mrcl,I., ..,..~. w .~e.~~-~ -- ~-~-~_-• -• •••~•~ ..,...~_ ,~ ~~__~__, =X uou~wnai sneers or paper or Ule same size. REV-1511 EX+ (10-09} ~ Pennsylvania DEPARTMENT OP REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF HELEN H. MAGDINEC ITEM NUMBER A. FUNERAL EXPENSES: i' Church Pastor 2• Funerall.urx~eon 3. Trib Toth Media -Obituary 4• Springdale Floral B. 1 Decedent's debts must be reported on Schedule I. ADMINISTRATNE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address FILE NUMBER 21-09-0815 City Years} Commission Paid: State ZIP Z• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. 7. 8. Street Address G~' State Relationship of gaimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Manor Care- Final statement DPA -Balance of estate paid on lien ZIP TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 165.00 590.55 86.52 197.95 500.00 15.00 54.80 2,416.03 4,025.85 PAMELA H. WALTERS ATTORNEY AT LAW Cumberland Co. Register of Wills 1 Courthouse Square Room 102 Carlisle, PA 17013 RE: Estate of Helen H. Magdinec 21-09-0815 To the Register of Wills: P.O. BOX 654 277 MAIN STREET SAXONBURG, PA 16056 (724) 352-4905 FAX: (724) 352-5883 February 17, 2011 ~~ n = - ` ~n 4a J ~..,7 t 7 ~ - ~~ N :> ~tp-„ =~ ~ ' -a ...~ f ~, ~n ~ p Please find enclosed two original Inheritance Tax Returns, a copy of the front page, and S 15.00 in filing fees for the above estate. Please return the receipt and a stamped copy of the front page to me in the self-addressed stamped envelope. PHW/slm S~cerely, ( ! '~ n ` ~~;~ ~t~~~~ ~~~~ ~ ~ti amela H. Walters Enclosures ~o o ~ ~ z ~ o u i .m a¢mc°n°no ..~ ~ ¢ ~ N `a' ° ~~ o W .--. J •~ ~ M ' ~~yy ~ Li. Q O •. b ~ }'` U ~ `" ~~oa ~.. ~~'-m ~~ €. U•-~U 0 .~ 3 i ~ay~a ~~'`o