HomeMy WebLinkAbout06-27-11 (2)J 1505610105
REV-1500°`t°~u'~t' ~
PA Department of Revenue P~~ OFFIClN. USE ONLY
Bureau of Individual Taxes
PO BOx z8o6oi "'° "'""•""" CouAyCade Year FAe Phxttber
INHERITANCE TAX RETURN
Harrisbtra. PA ~Tizs-o6o~ h I ' ~ ~ ~ ~~
RESIDENT DECEDENT Q(
ENTER DECEDENT R+IFORNIATN~1 BELOW ,
Sodei Security Number Date of Death MMDDYYYY Date of Birth MaIDDYYYY
146-22-5851 .01/162011 08/04/1931
Decedent's Last Name Suffix Decedent's First Name MI
Hughes N
ewton
S
Iff APP1~~) Ert6sr Survivbtq Spouse's It-formation Below
Spouse's Last Name Suffer Spouse's First Name MI
Spouse's Social Sewrily Number
THIS RETURN MUST BE FEED IN DUPLICATE 1MtTH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
! 1. Original Return O 2. Supplemental Return
O 3. Remainder Return (Date of DAM
O 4. Limited Estate O Prior to i2-13-82)
4a. Future Interest Compromise (dent of O 5. Federal Estate Tax Return Required
death after 12-72-82)
O 8. Decedent Died Testate O
(Attach Copy of Wdl) 7. Decedent Maadained a Living Tnrst 8. Total Number of Safe Deposit Boxes
(Attach Copy of Truce.)
O 9. Litlgation Proceeds Received O 10. Spousal Poverty Credit (Dabs of Death O it. Electlon to Tax under Sec. 9113(A)
Between 72-31-9t end 1-1-95) (A~ ScheduM O)
CORRESPOIIDENT- TISS SECTION MUST fIE COMPLETED. ALL CORRESPONDENCE AND CONflDENML TAX INFORMATION SHOULD f3E DIRECTED TO:
Name
Daytime Telephone Number
Linda M. Myers
(610) 383-5820 -
REGISTFlt OF tNrlLy~
'T't C„_
First Line of Address ~ ~ 2
404 Gikrler Rd ~ v3~ -~~
v
Second Line of Address ',~~~ „`
City or Post Office .."f +.
State ZIP Code DA~FN,Ep
Coatesville PA r c 3~~ c°-
Corrospondettt's e-maN address: Indr-IYers36~verizon.net !
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k is averect ~ I decWe Mat 1 tmve examkrod this ream, ar~g accarrtpanykg sdierlulas and . and to the best of my kn~tedge and tx~ef,
• DerJerauan of preparer enter Man the personal rapreseraatlve a based an ~ idonne6on of wfYch
S ~ P~ON~g~~1 FOR FILING F2ETlXLJ ~~~ ~1~ ~
ADD ~~~h~y[.4Y' ~} ~ Od.~ ~ /
~U Cs-~~rner ~d~• 1,oCc-~PSy,~~lt I%/-4- i ~33al~
SIGNATURE OF PREPARER OTHER TH/W t7EPRESENTATIVE ~~
ADDRESS
PLEASiE l1iE ORl61NAL FARM ONLY
Side 1
L 1505610105 1505610105
~6
REV-1500 EX (Fq
Decedent's Social Security Number
Decedents Name: Newton S. Hughes 146-22-5851
RECAPIruuTION
1. Real Estate (Schedule A) ............................................. 1.
2. Stocks and t3onds (Schedule e) ....................................... 2. 32,924.10
3. posely Held Corporation. Partnership or Sole-proprietorsWp (Schedule C) ..... 3.
4. Mortgages and Notes Receivable (Schedule D) ........................... 4.
5. Cash. Bank Deposits and Miscellaneous Personal ProPerh/ (Schedule E)....... 5.
6. Jointly Owned Properly (Sdreduie F) O Separate BiRng Requested ....... 6.
7. Inter-Vnros Transfers & Miscelanaous Non-probate proparq,
(Schedule G) O Separate 88Rrg Requested. ....... 7.
9. Toot Gros: Asset: (rota) ones 1 thnxrgh 7} ...................... ....... 8. 32,924.10
9. Funeral Expenses and Administrative Costs (Sdxdule H) ............ ....... 9.
10. Debts of Decedent. Mortgage Liabaitles and liens (Sda3dule 1) ........ .......10.
11. Total Deductions (total Lines 9 and 10) .......................... ....... 11.
12. Net Value of Estate (Line 8 rNnus Line 11) ....................... .. . . • - - 12. 32
924.10
13. Ctuxttabie and Governrrrer>tat BequestslSec 9113 Trusts for which ,
an election ro tax bees not trees made (Schedule J) ................. ....... 13.
14. Nat Value 8ubjsct to Tax (L'me 12 minus Line 13) .......... .
.........
.... ia. 32,8?A.10
TAX CALCULATION -SEE INSTRt>C71pNS FOR APPLICABLE RATES
15. Amourrt of Line 14 taxable
at the spousal tax rate. or
transfers under Sec. 9116
(ax1.2) X .0_
15.
16. Amours of Line 14 taxable
at lirreel rata x .0 4~ 32,924.10 16. 1
481
58
17. Amount of Line 14 taxable ,
.
at sibling rate X .12 17
18. Artwtmt of L'me 14 taxable
at coNateral rate X .15 18
19. TAX DUE ......................................................... 19.
20. FlLL IN THE OVAL ~ YW ARE REDUESTING A REFUND OF AN OVERPAYMENT
Side 2
150561D205
150561D2D5
15D561DZD5
1,481.58
O
REV-1500 EX (Fp Pape 3
Decedent's Complete Address:
FNe Number
DEt~oErrrs ewre
Newton S. Hughes
sTREEf Atx1RES5
1740 W. Trindte Road
clTy
Carlisle 1 STATE 1 ZIP
` PA ~ 7iZ/~
Tax Payments and Credits:
1.
2.
Tax Due (Page 2. Line 19)
CredrtslPayments
A. Ptiar Payments
B. Discount
3. Interest
4. H LQIe 2 is greater than Lxle 1 + Line 3. enter the difference. This is the OYERPAYNEtiT.
Fill N oval on Pays 2, Urrs 20 m request a refund.
5. tf Lkra 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE.
(1) 1,481.58
Toth Credits (A+ g) (2) 0.00
t3) 0.00
(4)
(5) 1,481.58
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCK3
1 • Did decedent make a barlsfer and: Yes No
a. retain the use or income of the properly transferred .......................................................................................... ^ ^
b. retain the right m designa~ who shau use the property transferred ar its income ............................................ O ^
c. retest a reversionary interest ............................
d. receive the promise for life of eittrer payments. berletitc ar tie? ........................
2. If de~h oopxred after Dec. 12,19!12, did decedent transfer property within one year of death
without reeving adequate consideration? ............................
3. Did decedent awn ~ •in tout (or" arpayable-upon.d~ berdc aocolmt ar security at his ar her death? .............. ^ ^
4. Did decedent own an individual retlrement account, annuity orothernon-probate property. which
oorltains a b~eticiary designation? .................................
IF THE ANSWER TO ANY OF THE ABOVE Qt~STIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 ar for the use of the atrvivirg spouse
is 3 percent 172 P.S. §9116 (a) (1.1) (i)].
Far dates of death on a after Jan. 1, 1995, the tax rate imposed qi the net value of transfers to ar far the use of the surviving spouse is 0 percent
p2 P.S. §9116 (a) (1.1) (qj. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirerrrents fw disclosure of assets and
filing a tax reUalt are st~l applicable even if the surviving spouse is the otdy benefiaary.
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 ar yourxfer at death to ar for the use of a natural parent, an
adoptive parent w a stepparent of the rtlad is 0 percent [f2 P.S. §91i6(a)(1.2)).
• The tax rtte imposed on the net value afi transfers to ar for the use of the derxrdenYs i~l banefiaaries s 4.5 percent, except as noted in (12 P.S. §9116(a)(1)).
• under Section 9102, as an indnividttal who has at (east one parent in ~Imld wt sdf q~~~ ~t w a~do~~Ix1.3)]. A sibling is defined,
REV-7503 EX+ (8-98)
scNEOU~ s
COMMONWEALTH OF PENNSYLVANIA STOCKS $c BONDS
INHERITANCE TAX RETURN
RESiDEN7 DECEDENT
E8TA7E OF
Newton S. Hughes
f~E NUMBER
y IOMIIIY-0NNd W~11~~ OI IIIIR{ Ir a _ -• • M CwhrYi C
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