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Home My WebLink About05-23-11J 1505610140 REV-1500 EX (01-10) PA Department of Revenue _O_ FFICI/~L USE ONLY Bureau of Individual Taxes Po Box 28oso1 County Cpde Year File Number INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 2 7 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDD 1 9 2 3 4 5 4 7 0 0 9 1 6 2 0 1 0 0 4 1 6 1 9 4 5 Decedent's Last Name Sufi:tx Decedent's First Name MI D I E H L ~ N A N C Y ', C (If Applicable) Enter Surviving Spouse's Information Below 'i Spouse's Last Name Suffix Spouse's First Name II MI D I E H L R O G E R T~ E Spouse's Social Security Number i~ 1 9 9 3 4 8 7 0 9 THIS RETURN MUST BE FILED IN DUP KATE WITH THE REGISTER OF WIL S FILL IN APPROPRIATE OVALS BELOW , 0 1. Original Return ~ 2. Supplemental Return ~ 3. R mainder Return (date of death 4. Limited Estate ~ pr 4a. Future Interest Compromise (date of ~ 5. F or to 12-13-82) deral Estate Tax Return Required D OX 6 d death after 12-12-82) . ece ent Died Testate ~ (Attach Copy of Will) 7. Decedent Maintained a Living Trust ..~_ 8. T (Attach Copy of Trust) al Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. EI ction to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (A tach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX IN ORMATION SHOULD BE DIRECTED TO: Name Daytime elephone Number I V O V- O T T O I I I 7 1 2 4 3 3 ~:,~ 4 1 R E ISTE LLS USE~pILY First line of address i ~- ~ ~ ,.. i-`~ M A R T S O N L A W O F F I C E S ~ Second line of address ~ ,,,~ _ ~ ~. ~ ' ~ 1 D E H I G H S T ~'~ ~ 4 ' City or Post Office State ZIP Code r- DATE FILED cC* C A R L I S L E P A 1 7 0 1 3 Correspondent's a-mail address: w.com under penalties of perjury, I declare that I it is true, correct and comple~~ SIGNATURE OE. i 00 RE IVE G E OF E~1RER OTHER THAN REPRESENTATIVE ADDRESS T 10 E High S ng accompanying schedules and statements, and o the best of my knowledge and belief, dal representative is based on all information of w ich orenarer nac anv ~,,,,~.,~e~.,e DATE S- /~ ~ NOLA ~ PA 17025 Carlisle PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 DATE S-"~ - l PA 1,701,3 15051610140 J REV-1500 EX Name: NANCY C• DIEHL scedent s Social Security Number 1 9 2 3 4 5 4 7 0 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. • 2 1 2 9 8 . 2 ? 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. • 7. Inter-Vivos Transfers 8~ Miscellaneous N -Probate Property Billin Re uested ~ S t l G 7 • ....... g q epara e (Schedu e ) . 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 2 1 2 9 8 . 2 ? 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9• • 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. • 11. Total Deductions (total Lines 9 and 10) ............................... 11. • 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12• 2 1 2 9 8 . 2 ? 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. 2 1 2 9 8 . 2 7 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 2 1 2 9 8. 2 ? 15. 16. Amount of Line 14 taxable at lineal rate X .0 0 ~ ~ 16. 17. Amount of Line 14 taxable 0 0 0 17 at sibling rate X .12 . 18. Amount of Line 14 taxable ~ Q 0 at collateral rate X .15 18. 19. TAX DUE ................... ......................... ... ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505 10240 1505610240 0. 0 0 0. 0 0 0. 0 0 0. 0 0 0. 0 0 a J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME NANCY C. DIEHL STREET ADDRESS 500 REDCO DRIVE CITY ENOLA Tax Payments and Credits: ~ ~ Tax Due (Page 2, Line 19) 2. Credits/Payments 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 21 11 0272 STATE ZIP PA 17025 0.00 Total Credits (A + B) (2) 0.00 (3) (4) 0.00 (5) 0.00 ake check payable to: REGISTER OF WILLS, AGENT ~~ ~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE PPROPRIATE BLOCK S 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 ................ ....... . receive the promise for life of either payments, benefits or care? ^ ...................................................... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ........ 0 ......................................................... ..................... 3. Did decedent own an "in trust for" orpayable-upon-death bank account or security at his or her death? .. ^ Q 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ......................................................................................... ..... ^ WER TO ANY OF THE ABOVE QU .. EST IONS IS YES, YOU MUST COMPLETE SCHEDULE G AND ILE IT AS PART OF THE RETURN. L.. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate im osed on the net value of transfe s to or for the use of the surv 3 percent [72 P.S. §9116 (a) (1.1) (i)]. p ling spouse is 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 urviving 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 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 too 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 per ent, 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 ado tion. KtV-1 bUtS tJC + (ti-yt3) SCHEDULE E CASH BANK DEPOSITS & MISC. '' COMMONWEALTH OF PENNSYLVANIA IN E S RN , , PERSONAL PROPERTY DENT D EDENT RE ESTATE OF FILE NUM ER NANCY C. DIEHL 21 11 272 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Distribution: Estate of Richard M. Geiling 21,048.27 2. Medicare Part D Coverage Gap Rebate 250.00 TOTAL (Also enter on line h, Reca itulation) $ 21 298.27 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN ', RESIDENT DECEDENT ESTATE OF: FILE NU BER: NANCY C. DIEHL 2'l 11 0272 RELATIONSHIP TO DE EDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List'Truste (s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Robert E. Diehl Spousal 21,298.27 S00 Redco Drive Enola, PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-150 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVERS EET. $ it more space Is needed, use aaaltionai sheets of paper of the same size.