The URL can be used to link to this page

Home My WebLink About04-28-11J 1505610105 OFFICIAL USE ONLY REV-1500~"~~"~'m PA Department of Revenue ~ ~ eta County Code Year Flb Number Bureau of Individual Taxes INHERITANCE TAX RETURN ': -_--, j/~R i PO BOX ~806o„~~R~~ RESIDENT DECEDENT ~_ _',~ ~~ i( J V ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY j 161-62-4370 ~ 107121 /2010 Decedent's Last Name Sufthc Getgen (If Appllcabls) Enter Surviving Spouse's Information Below Spouse's Laet Name Suffix .__ ~ ..__ Getgen Date of Birth MMDDYYYY 09/09/1967 !__.__ __ Decedent's First Name MI Todd _ _ .. D ' Spouse's Firsi Name MI Stella ~ S i spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 'i! 4so-s1-372s REGISTER OF WILLS FILL IN APPROPRU\TE OVALS BELOW (>p 1. Original Return O 2. Supplemental Return C 3. Remainder Return (Date of Death Prior to 12-1382) O 4. Limked Estate n~re2t a~ ;romise (date of O 4a. ~u~re I O 5. Federal Estate Tax Return Required ~ D)d 6. Decedent Died Testate O 7. Decedent Malntalned a Living Trust ~ S. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Likgadon Proceeds Received O 10. 9 a D~~ D1 t 31 81 a l ~ 9113(A) O 11 95 nd 1 e~een 2- (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Deyttme Telephone Number Name __ .. ___. ~~.. _.~._... __. _..__ .. ._ Stella S. Getgen r 732-38~ r ~ (717) _ .. ~-t _ .. , REGISTER L8 USE ~LY 7 ~- _~ ~, , 1-rZ ~ ~ te i , . U - '7 r ra - ~ ~ ~ ,` 17 First Lina of Address ~ ? C ' 16 Sherwood Circle [mac-„ - -~~ ~~ ' ,~_ ::; ~ ~~r' Second LineotAddress __ _. ....,... __ ..... ~ - ---I - . n D ~,, i ___.i DATE FILED C, City or Poat Office State ZIP Code Enola i ~ PA j ~ 17025 ComspondsM's e-mail address: Sgeigen(Q3gmall corn Under penaltles ~ perJury, I dedero that I have examined ihle return, Indudlnp eaompenying schedules and statements, and to the beet of my Imnwledye and belief, it la iru0. correct end compbb. Dedaretlon of proparer other than the personal representative b based on ell Intormatlan of which preperer hae arty knowledge. SIONA F N ISLE FOR FILING RETURN J /~J_~ ~r/ATE AD R SS /' n ~( Y-G/Q Q / / / r~J SIGNATURE OF PREJPARER OTHER THAN REPRESENTATIVE V DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 1505610105 Side 1 1505610105 REV 1500 EX (FI) Oacedent's Name: Todd D. Decedents SoGal Securil 1 B i ~i~~37f1 Number 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. I 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. ', 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Joint) Owned Pro ) p g e9 7. Inter-Vivos Transfers ~ Misceilanleous N~o~n-Probate Pro iperty R nested ....... 6. (Schedule G) O Separate Billing Requested........ 7. ', 0.00 ': 0.00 0.00; 0.00 24,736.48 6,710.13 , 140,501.73 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. ; 171,848.34 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9..' 0.00 10. Debts of Decedent, Mortgage LIabIlfUes and Liens (Schedule q ............. .. 10. ! 0.00 11. Tots) Deductions (total Lines 9 and 10) ............................... .. 11. ! 0.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. '~ 171,948.34 13. Chadtebla and Governmental BequestslSec 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. 171,848.34 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 8116 165,238.21 _ _. _ .__ ! _ _, O.0OI. 18. A lineal reteinX 104 taxable 6,710.13 ! 16. ' _ _~ 301.96 17. Amount of Line 14 taxable at sibling rate X .12 17, 18. Amount of Lme 14 taxable at collateral rate X .15 1 g. '; 19. TAX DUE ......................................................... 19.E 301.86 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p 1505610205 Side 2 L 1505610205 1505610205 J REV-1b00 EX (FI) Payo 3 w_ __J__af_ A~..~.~IwLw Addr®ee• File Number YtlGtlYCU~ a vvn~Nw•~ .-..........~. DCDNTS Todd D. Getgen STREETADDRESS 16 Sherwood Circle CITY Enola STATE PA ZIP 17025 Tax Payments and Credits: 1. Tex Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 301.96 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 roquest a rotund. 5. If Line 1 + Llne 3 is greater than line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) (2) (3) (4) (5) 301.96 301.96 0.00 Make check payable to: F7€~{STt~t ~ ~tiLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dld decadent make a transfer and: Yes No a. retain the use ar income of the propeAy transferred .......................................................................................... ^ ~ b. retain the right to designate who shall use the properly transferred or its income ............................................ ^ c. retain a reversionary interest .............................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer properly within one year of death without receiving adequate consideretion? .............................................................................................................. ^ 3. Did decedent own an 9n Wst for' or payable-upon~eath bank aarount or security at his or her death? .............. ^ 4. Did decedent own an Individual retirement account, annuity or other non-probate properly, which cxrntains a benefidary 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. _ ,.. , ~.: ~ _ Fw 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, 1985, 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 disclosure of assets and fikng a tax return are still applicable evert if file surviving spouse is the only benefidary. For dates of death on ar 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 nature) parent, an adoptive parent or a stepparent of file child is 0 percent (72 P S. §9116(a)(1.2)}. • The tax rate imposed on the net value of transfers b or for the use of the deodents lineal benefidaries is 4.5 percent, except as noted in [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 en individual who has a- least one parent in common with the decedent, whetl-er by blood or adoption. REV-i5o8 D(+ (Si-io) pennsylvania SCM6pYLE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS =i MISC. INNERrrANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEflENi ESTATE OF: FILE NUMBER: Todd D. Getgen tnrhiel~ thi. nreeeP~s of litlaatlon and the date the Drooeeds were received by the estate. [f more space is needed, use additional sheets of paper of the same site. REV-i5o9 EX+ (oi-io) p~nsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCNEpYLE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Todd D. Getgen 21-10-0883 If an asset became jointly owned within one year of the decedent's date of death, it must be roported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Ethan C. Getgen 16 Sherwood Circle, Enola, PA 17025 Child 8. C. TATYTI V AWYCI- DDADFDTV• FIEM NUMBER LETTER FOR ]DINT TENANT DarE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR 101NTLV HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % of DKEDENTS INTEREST DATE or DEATH VAWE Of DKEDENT'S INTEREST i. A. 04101/08 Members 1st FCU -Acct. 238019-42, CeltNicate of Deposit 11,031.28 50% 5,515.64 2. A 11121103 Members 1st FCU-Acct 238019-00 Savings atxount 2,388.97 50% 1,194.49 TOTAL (Also enter on Line 6, Recapltulatlon) I ~ 6,710.13 if more space is needed, use additional sheets of paper of the same size. REV-1510 DC+ (08-09) ~pennsylvania SCHEDULE G DEPARTMENTOF REVffNUE INTER-VIVOS TRANSFERS AND INHERITANCE TAx RETURN MISC. NON-PRORATE PROPERTY RE4IDENT DECEDENT ESTATE OF FILE NIIMEER Todd D. Getaen 21-10-0883 Thl< «n.n~nA mni<M he mmeleted and filed If the answer t0 anv of Duestions i through 4 on page three of the REV•1500 Is yes. ITEM NUMBER IiESCRiPTION OF PROPERT! iHCUroE THE NAlIE DF TIE TMlISFl3IEE, THaR REUITIONSIffP ro OECEDB1r Atm TxffoA aFT-µsrEn.A~r~cxAtowaFTHenFaoracnFUarArE• DATE OF DEATH VALUE OF ASSET % OF DECDS INTEREST EXCLUSION F TAXABLE VALUE 1. Schmidt Kramer P.C. Retirement Plan (401 K) Stelle S. Getgen, spouse 140,501.73 100 140,501.73 beneficiary. TDTAL (Also Enter on Line 7, RECapitulatton) # I 140,501.73 If more space Is needed, use edditloml sheets of paper of the same size. RtV-1512 EX+ (12-08) m Pennsylvania SCHEDULE I DEPARTMENT OE REVHNUE DEBTS OF DECEDENT, INHERITANCE TAX REIDRN MORTGAGE LIABILITIES Ee LIENS RESIDENT DECEDt~lT ESTATE OF FILE NUMBER Todd D Getgen If more space K needed, Insert addidonal sheets of the same sfu. REV-1513 EX+ (O1-10) ~pennsylvania OEPARTTtENT OF REVENUE INHERTTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 7 BENEFICIARIES FILE NUMBER: ESTATE OF: 21-10-0883 Todd D. Get en RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE D1STRiBUTI0N5 [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Stella S. Getgen Spouse 185,238.21 2. Ethan C. Getgen Child 6,710.13 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. I $ O.Oo If more space is needed, use additional sheets of paper of the same s(ze.