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Home My WebLink About03-17-11r I 1505610101 EX 01-10 ~ REV-1500 ~ ' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number DEPARTMENT OF REVENUE Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 , i , 1 /''~ ~~ j Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT 1 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decedent's Last Name Suffix Decedent's First Name MI (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 OVALS BELOW O 1. Original Return O 4. Limited Estate O 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Return O 4a. Future interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required Q 8. Total Number of Safe Deposit Boxes O 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 TO: Name Daytime Telephone Number ~- i the I e ~Q.~~d ~ x-10 ~~'~'C~`7..~ ~ First line of address L/ ~ V u ~ 1 Second line of address City or Post Office Correspondent's a-mail address: State P ZIP Code t~ ,, REGISTER QFV~I~LS USE t~I~llrY _~.? -r~ :~ ~ -~. ` y t`~ ~.~ ~ " ' I ~. DATE FILED '-~ ~` ~ '1 ~' Z- Under penalties of perjury, I declare that I have examined this return, inclu ing accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declara ' f preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG TURF OF PERSO PON IBLE OR FILING RETURN DATE ~ Pr ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ,; _~ ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 7 1505610101 1505610101 J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: ~ ~ ~ ~ ~ ~ ~ ~`~~ RECAPITULATION 1. Real Estate (Schedule A) ............................................. 1. , ~ ~ _ ~~ .~.,;T ~~,~ ' ~. ~;~..., _~., ; ' 2. Stocks and Bonds (Schedule B) ....................................... 2. _ - ~ 3 Partnership or Sole-Proprietorship (Schedule C) Closely Held Corporation 3 ~~ - j 2.4_ . ..... , . of •9ia: ~F r 7C? z ~ .~ .. ~ 4. 9 9 ( ) ........................... Mort a es and Notes Receivable Schedule D 4. `t~ .z T ~' - ~/ E l P S h d l l P 5 3 . Y,6 ,_: , .. ~ ~ ~ ~ d ` L~ ,, 5. )....... ersona roperty ( c e u e laneous Cash, Bank Deposits and Misce . i "~ ~? 6. Jointly Owned Property (Schedule F) p Separate Billing Requested ....... 6. ~~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested........ 7. ~ ` ' '`" ~' `''" '~ ~ ` ` ~, -~ ~ ~ ~ , A 8. ( 9 ) ............................. Total Gross Assets total Lines 1 throu h 7 8. ... r- ,~,. Y i -,.... ~ U ~ , f 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ,~ ~ - C~ i ~ y 7 ~:_ 10. Debts of Decedent, Mort a e Liabilities, and Liens Schedule I 10. ~ ~ : ~ Z 9 g ( ) .............. 1 % ~ I ~.. - 11. Total Deductions total Lines 9 and 10 ................................. 11. ?j '" .~ -w-. .. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. ~ ~~ (~' Y ~, y 2. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ~ ' ''" ~,,,~,,,,,,~'; ;;~,~,,. "~ ~ ``''`` ""~' ' ` ~'~ an election to tax has not been made (Schedule J) ........................ 13. ; Q ;+- 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ,.,-.. r ~i~s'. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 ~r : _ o:,;, ~ . . ~~,, .:F_,, ~..:~ 15. i' ~' ` 16. Amount of Line 14 taxable . ' `~~ ~ `, ~ ; s~ ~ ~ ~~°~ "` "~ "` ~ ~' ,. at lineal rate X .0 _ ~ 16. r t :: s 17. Amount of Line 14 taxable ~ ~'" r~, ~ - at sibling rate X .12 ~ ~ 17. ~ ' 18. Amount of Line 14 taxable ~ ., •~ ~ t' ,, s A r~ ~. at collateral rate X .15 ~ ~ g 18. ~ ~ ~ ~ ~ ~ ~ ~ ~ 19. TAX DUE ......................................................... 19.> ~.: 5 ~ T ~V ~_ ... ,~ ~...r ... .. ~r 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J RSV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF y/~ J,,~ FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: , 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(s) Commission Paid: 2• Attorney Fees 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4• Probate Fees 5• Accountant's Fees 6• Tax Return Preparer's Fees 7. Zip ~~N _ TOTAL (Also enter on line 9, Recapitulation) I $ f 7 ~ ~ , ~~ (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 7 cu~~i-~ 3 U~., c ~ FILE NUMBER ESTATE OF 1 U~1;~ C Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, 4ncluding unreimbursed medical expenses. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION ,. ~~~ ~Ko1 ~~ rt,~ ~~ /~r11 s ~! ~T~~ ~' u ~.~ ~~L ~~ .~~ Gva~~r Y. SCI~IEDt~LE i DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Onc ihc~rh~cR~o( (~~v - ~~~ r I /~i P~,{ cc~( P~/~j(tt 1 _ U,ycl~c~LVh. -- ~,~ ~cor y~. Sz SY- 53 _ y~.~-~la"~ y~ss~ ~s3-i5 ~ti~. TOTAL (Also enter on line 10, Recapitulation) $ j~ ~~, '~~ (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ~ ~ ~>ha~ ~ C /~~ ~ar~~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~. ~ a 3 - (~Cf~yts ~ I s ~ ~ 1 ~~ ~ cry ~ l~ ~I . X01 ~ ~ ~~ ~ ~ ~ ~ ~ c~c ~ a~l~~ c~ ~~- ./.~~~- ~'~' ~ ~ TOTAL (Also enter on line 5, Recapitulation) $ ~V (/ (If more space is needed, insert additional sheets of the same size) REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS AME STREETADDRESS ~~ ~ S ~~ -__ __------ ,-- --- CITY C ~ STATE ZIP i ~~ ^ /~ l h (~ ~~u~ l.~~'fvj Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments /'~ A. Prior Payments ,.____ l~ B. Discount Interest 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. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) ~5~ c~ Make check payable to: REGISTER OF WILLS, AGENT. >°~ r ~':- '4 is ` F ;' ~ x, 'rr~. -.:_ f'r R. 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 :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ 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? .............. ^ 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. 3 ~ ~ ,Y. _ ~~ .~ x: ~ '" ~ s_ r'v,- - ~. a~=~' ~,._~ ., '~`~f!~ ~i . ~ ."h :!E'~, h 4u_ ~ . ~' -fir :'°:^.~'k:>'~~_ ~~~~ :~I-._.. f:or 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 ~b percent [72 P.S. §9116 (a) (1.1) (i)]. =or 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 ~2 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 fling a tax return are still applicable even if the surviving spouse is the only beneficiary. f'or 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. 0 Total Credits (A + B) (2) 1 _.~._ _f,. _. f.... i-.' { . 3 . ... ~, .. .+ C f l' ' ,`'~ !~ ~~.,• ~;~ ~ i ~~~ l" ~ ....... ~r ~~ ....~""" .++~• 1,~~ ....»+~ ~ ~ .~ ..- -- ..... ~~ ~.._ c~'. ~ .. ~... ~. --- ~ a ...-» f ~ £ " f ~ jtja .._.. ~~ j ~~, /'IIO/ p + ~ ~~~~ ~ ~ # ~{, ~k ~,~ "' ilk ~ t' ~~ ~' ~ - ~ ~ ~ ~ '~ a ~~ ; '~ ~ vsn , n' 5 ss~ro-isai~ r, E y; ~ ~' Ii i tlSn L": ~7L~1~ ~y~,3~10~ 55~ }