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HomeMy WebLinkAbout04-19-1115~561,~7,05 REV-15 Q 0 Ex ~o~-~~; (FT, OFFICIAL USE ONLY PA Department of Revenue pennsytvania - _ _~::;, .~,s,~,:_~ County Code Year Fiie Numbs}r Bureau of Individual Taxes INHERITANCE TAX RETURN FO BGX X80601 r ~ t Harrisburg, PA i~1z8-06x1 RESIDENT DECEDENT ~ ~ ~ ~.;` ~,' ~ ~~ ENTER DECEDENT INFORMATION BELOW ~ ~ - Social Security Number Date of Death (w1MDDYYYY Date of Birth MMDDYYYY 197-40-5095 03/26/2010 09/18/1949 Decedent's Last Name Suffix Decedents First Name Mi Hilbish Harold E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Mi Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C>v 1. t'riginal Return Q 2. Supplemental Return Q 3. Remainder Return {Date of Death Prior to 12-13-82! O 4. Limited Estate Q 4a. Future Interest Compromise (date of ~Q 5. Federal Estate Tax Return Required death after 12-12-82} O 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust __~ 8. Total Number of ;>afe C)epos~t Boxes (Attach Copy of Will} {Attach Copy of Trust.} O 9. Litigation Proceeds Received O 1Q. Spousal Poverty Credit {Date of Death Q 11. Election to Tax urrder Sec. 9'113(A} Between 12-31-91 and 1-1-95) {Attach Schedule O} CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Kathryn Davis (717) 822-0101 First Line of Address 746 Lewisberry Road Second Line of Address City or Post Office State Lewisberry pq Correspondent°s a-mail address: SIP Code REGISTERII.LS UaEflMLY _ r ~_ t? , ,~,. ~,z V ~ ti7 `- ~ ~~ ~ ? ~ ~_.J _ :.~`7 , i _Z: .. .. -%> 4:, DATE FCLED r ,. °' ~ ~1733~' :x-~ .~ .,..~ j ~", ~ _; __ '~ i f...~ ~..,. ~ Untler penalties of perjury, !declare that !have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. StG AT E OF P SON RESPON I E FOR FINNG RETURN DA'T'E ' G ADDRESS ~,w~ ~ , ~J C" iGNA EPgF?E~ R~iER T AN REPRESENTATI DA--E DDRESS / /~, / ~ "~-- ---r~ `~ ~ ~ ~-''`a ~ -C H ~ f'~s_S ~ J ~ / ~- _ 5 '-. ~ G<..t b to r s~ _ ,~~~-- / ~ (' ~y , ~i t1 PLEArSE USE ORJlGINAL FORM ONLY Side 1 ],5®5~],U105 1,50561®1,05 r~ J 15056ZD2D5 REV-1500 EX {Fl} Decedent°s Name: Harold E. HtlbiSh Qecedent's Social Securii:y Number 197-40-5095 RECAPITULATION ~ ' 1, Real Estate {Schedule A} ......................................... .... 1. 11,'130.00 2. Stocks and Bonds{Schedule B) ................................... .... 2. 3. Closely Held Corporation, Partnership or Soie-Proprietorship (Schedule C} . .... 3. 4. Mortgages and PJotes Receivable (Schedule D} ....................... .... 4. 5. Cash. Bank Deposits and Miscellaneous Personal Property (Schedule E}... .... 5. 0. Jointly Owned P~operty (Schedule F} O Separate Billing Requested ... .... 6. 7. Inter-Vivos Tran4>fers & MiscE~llaneous Non-Probate Property (Schedule G} O Separate Billing Requested... , . .... 7. 8. Total Gross Assets (total Lines 1 through 7} ......................... .... 8. 11,130.00 9. Funeral ExpensEr~; and Administrative Costs (Schedule H} ............... .... 9. 2,1~ 35.50 10. Debts of Decedent, Mortgage Liabilities and Liens {Schedule l} ........... .... 10. 1,~i23.61 11. Total Deductions (total Lines 9 and 10} ............................. .... 11. 3,559.11 12. Net Value of Estate (Line 8 minus Line 11 } .......................... .... 12. 7,470.89 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. 7,470.89 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 1 ri. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of line 14 taxable at lineal rate X .G - 16 17, Amount o€1_ine 1~ taxable at sibling rate x .12 7,470.89 17. 18. Amount of line 149 taxable at collateral rate X .15 18 19. TAX DUE ... ............................... ... ...19. 20. FILL IN THE OVAL !F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 15D561,D2D5 1,SD561D2D5 896.51 896.51 C? J REV-1500 EX: (Fi} gage 3 File !Number Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due {Page 2, Line 19 {1) _ _ _ 896.51 2. Gredits/Payments ~~~~ A. Prior Payments __ __ 8. Discount __ _ _ __ Total Gredits (A + f3) {2) 3. (merest ----~----- {3) 8.35 4. If Line ~ is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. -~~-~"~^~- Fi11 in oval on Page 2, Line 24 to request. a refund. {~} 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. {5) 904.86 Make check payable to: REGISTER C7F UVILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLCMGKS 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 ............................................ _, 4. retain a reversionary interest .............................................................................................................................. C_..f, d. receive the promise for life of either payments, benefits or care? ...................................................................... I 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................a................................,............ ^ 3. Did deceden own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. 4. Did decedeni: 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 1'HE RETURN, For dates of death on or after duly 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. X9116 (a) t1.1) iii]. For dates of death on or after ~ian, 1, 1995, the fax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 f-ercenf X72 P.S. §9116 (a) X1.1) (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 rise of a natural parE,nt, 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 i;72 P.S. §9116(a)(1)). • The tax rate imposed on the let value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116~aj~~1.3)). A sibling is defined, under Section 9102, as an inc!~vidual who has at least one parent in common with the decedent, whether by blood or adoption. REV-15i~:2 EK+ (~}i- ~L?j ~ pennsytvania SCHEDULE A k)EFAR- ME"VT f?F Rr":'stENL'F INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Harold E. Hilbish 21-10-2010 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. TaxDB Result Details Page 1 of 1 T)etailed Results for Parcel 47-19-1588-082P in the 2004 Tax Assessment Database DistrictNo 47 Parcel ID 47-19-1588-082P MapSuffix HouseNo Direction N Street THIRD STREET Ownerl HILBISH, HAROLD E C/O PropType Ll PropDesc LivArea CurLandVal 11130 CurImpVal ~, 0-------------..r ,,. CurTotVal ~ 11130 , CurPrefVal _...--~ Acreage .OS CIGrnStat i axEx i SaleAmt 500 SaleMo 02 SaleDa 19 SaleCe 19 SaleYr 80 DeedBkPage 0028V-00996 YearBlt HF File Date HF Approval_Status -~.. ~~, .w r. ,..,~~.- t/ c" ~~ ~ ,~, ~ __ 1 ~ ~ ~V~~ - ' G ~ ~ ~. ~~ ,~ ,~ ~ ..~ ~~ -~, ~ -~-..r`.' ~ ~~ ~~~ ~ ~~S ~~ http://taxdb.ccpa.net/details.asp?id=47-19-1588-082P&dbselect=l 3/31/2010 Pennsylvania fJEPAR-ME''dT CF Ri_b+ENU`t INt14=RITAN~.E TAX ~:ErURN RESIDENT DEC~Df=NT ESTATE of SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS FILE NUMBER ,1 r-~C"j ~-_~' C~ Decedent's debts must be reported on Schedule I. ~ v ITEM ~_~ ~_-..~__~ Nt1M8ER - .--_-- DESCRIPTION ~ _ ~~ _AAROt1tVT R• FUNERAL EXPENSES; 1' Richardson's Funeral Home, Enola, PA 1, 700.00 B. ADMINISTRATi`JE COSTS; 1. Personal Representative Commissions: PVame(s of Persona{ Representatives) _ __ _ _ .__ Stree~ tadtlress _ ___ _ _. _ _ _ _ __ City _ _ _ _ _ State ZIP Years} Commission Paid: 7• Attorney Fees: S. Family :xe~~nption: (If cecedent`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: S. Accountant Fees: 6. Tax return Pre;~arer Fees: ~• 150 auto miles to administer estate, funeral arrangements, etc. by administrator @ .50 per mile ,~,1(~. f/~/~,s~ 250.00 110.50 75.00 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 2,13x.50 ~ F i_ `_`~ . ... f ;~;`~ penns~lvania DEPART~FPai~ 0t= RFVENU't ~NHERCTANCE TAX RETURN RESIDENT CECFJENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER ~. Harold E. Hilbish __ ,. ~ ` 1~--=~'~c~ Report debts incurred by the decedent prior to death that remained unpaid at the date ©f death, including unreimbursed medical exaenses. REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER.: Harold E. Hilbish 21-10-201() RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1,2).~ 1 • Kathryn Davis, 746 Lewisberry Road, Lewisberry, PA 17339 Sister 100% II ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. 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. 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