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Home My WebLink About04-07-11 (3)J 1505610101 REV-1500 °` `O1-'°' PA Department of Revenue pennsylvama R REVENUE Bureau of Individual Taxes INHERITANCE TAX RETURN p0 Box 280601 RESIDENT DECEDENT Harrisbur PA 1128-0601 ENTER DECEDENT INFORMATION BELOW MMDDYYYY Date of Birth Social Security Number Date of Death 194-42-5965 08/18/2010 05/13/1951 MMDDYYYY Decedent's Last Name Suffix Decedent's First Name Glace Jody (If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name Spouse's Last Name John Glace MI G MI M Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 182-40-8185 REGISTER OF WILLS FILL tN APPROPRIATE OVALS BELOW 3. Remainder Return (date of death O ~ 1. Original Return O 2. Supplemental Return prior to 12-13-82) O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required O 4. Limited Estate death after 12-12-82) O 7. Decedent Maintained a Living Trust ,_ 8. Total Number of Safe Deposit Boxes O 6. Decedent Died Testate (Attach Copy of Will) O (Attach Copy of Trust) nder Sec. 9113(A) death O t1. EAR ~ a 10 O 9. Litigation Proceeds Received O) Sch ' be~iweenl2-3 91 and 1a1t95) RECTED T0: D1 RMAT10 ep THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX Day T - CORRESPONDEN ~ hone Num t Name John M. Glace, Esquire REGISTER OF WILLS USE ONLY 1 First line of address `'." ~ 132-134 Walnut Street ~ ~ rn- m Second line of address <~ v'~ ;~J State ZIP Code City or Post Office = ~7 PA 17101 D -' Harrisburg Correspondents a-mall address: 'm lace aot.COm Under penalties of perju , I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my ovule it is true, correct and piste. Declaration of preparer other than the personal representative is baseed on all information of which pr ~ h E any cil~R.IATI IRG()Fl~ RESPONSIBLE FOR FILING RETURN /3Z ~~ ~~~ ~~ ~~ /~ e~ ~ d~r~ OF PREPARER OTHER THAN REPRESENTATIVE I / . DATE 7" Y -., _ - , _, I ~ ,i •. J L;" `~7 ~ "rt 1°e and belief, 1 ADDRESS PLEASE USE ORIGINAL FORM ONLY 1505610101 OFFICIAL USE ONLY County Code Year File Number Side 1 1505610101 ,J 1505610105 REV-1500 EX Decedent's Name: Jod G. Glace Decedent's Social Security Number 194-42-5965 RECAPITULATION 1. Real Estate (Schedule A) ......................................... .... 1. 2. ................................... Stocks and Bonds (Schedule B) 2. .... 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. 6,609.83 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. 6,609.83 9. Funeral Expenses and Administrative Costs (Schedule H) .............. ..... 9. 6,271.60 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ......... ..... 10. 11. Total t~ductions (total Lines 9 and 10) ............................ ..... 11. 6,271.60 12. ......................... Net Value of Estate (Line 8 minus Line 11) .....12. 338.23 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. 338.23 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 169 11 15 0.00 . (a)(1.2) X .0 0 . 16. Amount of Line 14 taxable 169 11 1g 7.61 . at lineal rate X .0 45 . 17. Amount of Line 14 taxable 17 at sibling rate X .12 18. Amount of Line 14 taxable 18 at collateral rate X .15 7.61 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENTS NAME Jody J. Glace STREET ADDRESS 132 Brindle Road Cl sTATE ZiP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments - B. Discount 3. Interest 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. (1) 7.61 0.00 7.61 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 : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ x^ 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" orpayable-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 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)j. 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-15D8 EX+ (u-10) ~ Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Jody G. Glace 21-10-0924 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. If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~ Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Jody G. Glace 21-10-0924 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: 1' Myers Funeral Home, Cremation Fees 2,022.00 2. Obituary Publications Costs 338.10 3. Memorial Service Costs 300.00 B. 1 2. 3. 4. 5. 6, ~, ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: Attorney Fees: 3, 500.00 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant John M. Glace _ street address 132 Brindle Road _ Cary Mechanicsburg State PA zIP 17055 ____ Relationship of Claimant to Decedent Husband Probate Fees: 113.00 Accountant Fees: Tax Return Preparer Fees: Estate Advertisement Fee 298.50 State ZIP TOTAL (Also enter on Line 9, Recapitulation) I $ 6,271.60 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (O1-10) i` Pennsylvania SCHEDULE 7 DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: Jody G. Glace NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) {1.2).] FILE NUMBER: 21-10-0924 ILATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 1. John M. Glace Husband .50 Son .25 2. Dashiell C. Glace Daughter .25 3. Moira C. Glace 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.