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Home My WebLink About05-03-11 (2) 1505610105 REV-1500 ex `°2_,1"~'~;, PA Department of Revenue Pennsylvania Bureau ofIndividuaLTaxes `~'~ INHERITANCE TAX RETURN PO BOX 28olioi RESIDENT DECEDENT pA i t28-o60>. Harnsbur ENTER DECEDENT INFORMATION BELOW MMDDYYYY Date of Birth MMDDYYYY --- - - Date of Death _ _ MI . Suffix Decedent's First Name Decedent's Last Name J Sr 'William Fenton (If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's First Name M~ Spouse's Last Name A 'Fenton Cynthia Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 3. Remainder Retum (Date of Death O ~ 1. Original Retum 2 Supplemental Return Prior to 12-13-82) Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required 4 O O 4. Limited Estate a. death after 12-12-82) Total Number of Safe Deposit Boxes 0 8 O 6. Decedent Died Testate O . 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) (Attach Copy of Will) ation Proceeds Received O Liti 9 10. Spousal Poverty Credit (Date of Death O 11 ~ (A~ch Schedule O)r Sec. 9113(A 1 95) 1 g O . - - Between 12-31-91 and CO __ spa Name _ (717) 243-743 r-' -"' Law Office of John C Os w stow - crz ~? ~~ REGISTER r'r1 S~-UDSE OIL S..a7 ~7 C.. First Line of Address _ ~ C") C~ ~ ° C?CJ-ri - .' : 104 S Hanover St -- O~ ~n ~ 7 `~ ~ - rn Second Line of Address D tJ1 ~ ,~' DATE FILED State ZIP Code _ ....._.... City or Post Office - - PA ! .17013 !Carlisle _ _ _ Correspondent's a-mail address: n an s h u l~ef, owledge. y k as sed on alln format''on of which prepare Under penaRies of perjury, I declare that I have examieedUhes Ulan the personal presentati a is ba fl is true, correct and complete. Declaration of preps DATE SI TURE OF PE ON RESP~SIBLE FOR ILING RET RN ADDRES 13 arland Dr., Carlisle, PA 17013 DATE ~/ ~/ ~~_ RRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX paytRmeTTe ephone NumbeECTED T0: _ \UUKC 104 Hanover St., Carlisle, PA 17013 1505610105 OFFICIAL USE ONLY County Code Year File Number Side 1 1505610105 J REV-1500 EX (FI) 1505610205 Decedent's Social Security Number „tl,,a„~,,. ~ ......._. RECAPITULATION ...... 1• . . _ 1. Real Estate (Schedule A) .................................... 2. Stocks andBonds(ScheduleB)...•••••••••••••••~~~"""""~~~~~ 2. __ I 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. 3. ... 4. Mortgages and Notes Receivable (Schedule D) ........................ 4. ... - 40,500.61 Schedule E).... 5. Cash, Bank Deposits and Miscellaneous Personal Property ... 5. __ _ Owned Property (Schedule F) O Separate Billing Requested ... Jointl 6 .... 6• y . 7. Inter-Vivos Transfers & Miscellaneous NO Sepa aterBilling Requested.... .... 7. _ -- (Schedule G) 40 500.61 ......... 8. Total Gross Assets (total Lines 1 through 7) ................ .... s. 823.20 .. ......... 9. Funeral Expenses and Admirnstrative Costs (Schedule H) ..... . .... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... .... _ , .. __. _ . 11. Total Deductions (total Lines 9 and 10) ............................ 11• .... . _ _ ......................... 12. Net Value of Estate (Line 8 minus Line 11) ts/Sec 9113 Trusts for which ..... 12. _ - -- 13. Charitable and Governmental Beques s not been made (Schedule J) ....... h , 13. a an election to tax 39,577.41 ....... .._.....~..e C~~Miwrt to Tax (Line 12 minus Line 13) ........... . 14. ..... ~w. ~.a......._ ---•-- TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ _ __ _ - -- transfers under Sec. 9116 39,577.41 ', 15. 0.00 (a)(1.2) X .0 _ _ . ~ 16. 16. Amount of Line 14 taxable at lineal rate X .0 _ _ __ 17. Amount of Line 14 taxable 17. _.. ._ _ at sibling rate X .12 "'_ 18. Amount of Line 14 taxable 1 g, _ _ '. at collateral rate X .15 0.00 ................19. . 19. TAX DUE ......................................... FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O 20. Side 2 10205 15056 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: William J Fenton, Sr. STREET ADDRESS 133 Garland Ave cITY Carlisle 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. File Number STATE I ZIP PA (1) Total Credits (A + B) (2) (3) (4) (5) 0.00 0.00 Make check payable to: REGISTER OF WILLS, AGENT. SWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS PLEASE AN Yes Did decedent make a transfer and: ............................ 1 ....... . .. a. retain the use or income of the property transferred ..................................................... nate who shall use the property transferred or its income ..................................... desi ht t i ....... . g o g b. retain the r retain a reversionary interest •••••••••••••"" .......... c ........ ~ ^ . ments benefits or care? ................................................ d. receive the promise for life of either pay . 1982, did decedent transfer property within one year of death 12 d after Dec ^ . , . 2. If death occurre .. ....................... without receiving adequate consideration .................................... on-death bank account or security at his or her death? ...... ble-u " " ....... p or paya in trust for 3. Did decedent own an n an individual retirement account, annuity or other non-probate property, which t ^ ^ ow 4. Did deceden ....................... f is designation? ......................................................................... contains a bene Ic ry IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS .PART OF THE RETURN. ates of death on or after July 1,1994, and before Jan. 1,1995,thetax rate imposed on the net value of transfers to or for the use of the surviving spouse For d is 3 percent [72 P.S. §9116 (a) (1.1) (I)]. For dates of death on or after Jan. 1, 1995, the tax rate ransfer to a survey ng spouse from taxe and the statutory requi ement fords closure of assets and [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a t 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 transfersc nm 72 P S §916(a)(1?2)] ears of age or younger at death to or for the use of a natural paren , an adoptive parent or a stepparent of the child Is 0 pe [ • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is a ~n{~z'P Sc §9116(a)(1~.3)] ~A sibling9 s1 defined, The tax rate imposed o enh ndividual who has a least oneoparent in ommon ith the deceldent, whether by b ood or adoption. under Section 9102, as 17013 REV-i5o8EX+(ii-io) SCNEDI~LE E ~ Pennsylvania CASH, BANK DEPOSITS & MISC. DEPARTMENT Of REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER: ESTATE OF: 2110-0008 William J Fenton, Sr. Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE OF DEATH ITEM DESCRIPTION NUMBER 1, .2008 Mitisubishi Lancer disbursed from the Estate of Sheila Lanning of OH (VIN JA3AU16U78U005210) 6,200.00 2 Cash disbursed from the Estate of Sheila Lanning of Cincinnati, OH (Administrator Sandra Y Rueb) 34,300.61 40,500.61 TOTAL (Also enter on Line 5, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN rnCNT nFfFnFNT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF F tnSr FILE NUMBER 2110-0008 William J en o Decedent's debts must be reported on Schedule I. AMOUNT ITEM DESCRIPTION NUMBER A. FUNERAL EXPENSES: 1. g, ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address State ZIP City _ Year(s) Commission Paid: 700.00 2. Attorney fees: 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address State ZIP --- City Relationship of Claimant to Decedent 4. Probate fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 188.20 ~. Legal Advertising 35.00 s Filing Fees 923.20 TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) ~ pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER: ESTATE OF: 2110-0008 William J Fenton RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Inclu$e ou9 96t(a) (15z),;istributions and transfers under Spouse 100% 1. Cynthia Fenton 133 Garland Dr., Carlisle, PA 17013 l 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: L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: L TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE I ' Of the sam5e si eOVER SHEET. $ If more space is needed, use additional sheets of pap