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Home My WebLink About06-27-11J 1505610105 REV-1500 °"°~""F" PA Deparbnent of Revenue perersylvatda ~~~' `~ OILY ~...«...: Code Year FieNurrSer Bureau of Individual Taxes INHERITANCE TAX RETURN POBDXzB~~ __ 02l 1 t C~~~fS Harrisburg. PA iTUs-o6oi RESIDENT DECEDENT ENTER DECEDENT NNFORIIATN~N BELOW Socal Security Nutrrber Date of Death 146-22-5851 01/162011 DeoedenCs Last Name Hughes (tlApplkutble) Entr SurvWing Spouse's IrrFormatlon Babw Spouse's Last Name MMDDYYYY Date of t3irth hadDDYYYY 08/04/1931 Suffix Decederd's First Name MI Newton S Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL N+1 APPROPiNATE OVAL8 BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Relum Required death after 12-1252) O B. Decedent Died Testate O T. Decedem MaiMairred a Living Tmst 8. Total Number of Sete Deposit Boxes (Attach Copy of WiA) (Attach Copy of Tmst.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Cr~'it (Data of Death O 11. Election to Tax under Sec. 9113(A) Between 1231-9t and 1-1-95) (Attach Schedrde O) C(>~BPONDENT - TINS SECTp11 N11ST BE COAR'LETED. ALL CORRESPONDENCE AND CONRD9tML TAX INFORYATN)N SHOULD BE DIRECTED T0: ~~ Daytime Telephone Number Linda M. Myers (610) 383-5820 First Line of Address 404 Gilmer Rd second Line of address City or Post Office Coatesville State ZIP Code PA ~q3z~ H REGISTgt of s~ ow.r- ,~ 2 ~~ _~i A) 5~ ~~ V 7 ' ?~. _~~ ~ DA~FII.ED w c. ;~.~; ~~ s C_^.. r ~ ' fr'ra-, i C7 } ^{~ ;_~ ~~ Ly Comspondard's e-rtwN address: 1 .(~ Under penallFes or parjiay,l declare aret 1 have exanrhed tr,ls retim. g aootnpanytrg schedrAes and staff, and to are hest of my knowledge and bedef, d is true, cares and oarrplMs. Dsderation of preparer oNier a,ar are Personal represe~ave is based an all tdon+raaon d which prepaer has arry krxaNed9e. 81(3tlQ1TURF„ OF.PERSQN~tESPONSNILF, FOR FILING RETURN nwx ~f04 ~ lm~r v~~ • ~ oQ-~PSv, •~l,r ~;4 14 3 a t7 SIGNATt1RE OF PREPARER OTHER IRAN REPRESt3JTATNE pp~ ..wrcca~ - -- PLEASE USE ORN3INAL FORM ONLY Side 1 L 1505610105 1505610105 J 150561205 REV-15~ EX (FI) t>rs Name: Ne1MlOn S. Hughes Decedent's Social Severity Number 146-22851 RECAPIruunoN 1. Real Este (Sctradule A) ........................................ ..... 1. z. Stacks and Bonds (Schedule B) .................................. ..... 2. 32,924.10 3. Closely Hatd Corporation, Partnership wSole-P-oPrietashiP (Sd~edule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ...................... ..... 4. 5. Cash. Bank Deposits and MisceNaneous Personal Property (Sctredrde E).. ..... 5. 6. Jointly Owned Property (Schedule F) O Separate BiNing Requested .. ..... 6. 7. Inter-Ynros Transfers 8 Miscxfganaous Non-probate Property (Schedule G) O Separate BBfng Requested... ..... 7. g. Total Gross Assns (total Lines 1 throw 7) ........................ ..... a. 32,924.10 9. Funeral Expenses and Administrative Costs (Schedule H) .............. . . . . . 9. 10. Debts of Decedent, Mortgage LiabaiUes and Liens (Sctredule 1) .......... .....10. 11. Total Daduetions (total Lines 9 and 10) ............................ ..... 11. 12. Net value of Estate (Line 8 rrrnus Line 11) ......................... ..... 12. 32,924.10 13. Charitable and Govarrxnentai Beques[s/Sec 9113 Trusts for which an election t4 tax has not been made (Sdiedule J) ................... ..... 13. 14. Nat Value Subject to Tax (Line 12 minus tine 13) ..................... ... 14. 32,924.10 TAX CALCULATION -SEE INSn2ucTloNS FoR APPLICABLE RATES 15. AnrouM of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 ~ 32,924.10 18. 1,481-58 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount ~ Line 14 taxable at ooHaterai rate X .15 18 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUte371NG A REFUND OF AN OVERPAYMENT Side 2 L 1505610205 1505610205 1,481,58 O KEV--1500 Fa( (FI) Page 3 Decedent's Complete Address: PNe Number ~ceoENrs t Newton S. Hughes STREETAUDRESS 1740 W. Trirtdle Road cm sTnTe ~~~~ PA I ~ 7i?/~ Tax Payments and Credits: 1. Tax Oue (Page 2, Line 19) 2. CredtslPayments A Prior Payments B. Discount 3. !Merest 4. d Lme 2 is greater than Line 1 + line 3, enter the diAererx~. This is ttre OVERPAYMENT. Fill in oval on Page 2, Una ZO in request a rotund. 5. d Lace 1 + Lme 3 is greater than Line Z, enter the difference. This is the TAX DUE. (1) 1,481.58 0.00 (3) 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 APPROPRU~TE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use ar income of the properly transferred ................................................................. ^ ......................... b. retain dle right to designate who shall use die properly transtened or its inoonte ............................................ ^ c. retain a raversiorrary irNerest .............................................................................................................................. ^ d. receive the promise for dte of either payments, benefits a cae? ............................. 2. If loth occurred after Dec. 12,1982, did decedent transfer property within one year of death witlrout recntving adequate consideration? ........................................ 3. Did decedent own an 'in trr>St tor' or payeath bank account or security at tlis a her death? .............. ^ 4. Did decedent own an individual retirerrrent account, annuity orothern~n-probate property, which cattalos a beneficiary designation? ...................................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN For dates of death on or otter July 1,1994, and before Jan. 1, 1995, the tax rate 6nPosed on the rtet 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 a after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or far the use of the survivNtg spouse is 0 percent (72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a trar>sfer to a surviving spouse from tax, and the stafuhxy requirements for disdosure of assets and filing a tax return are sh'd applicable even if the surviving spouse is tite ordy bendidary. For dates of death on or after July 1,2000: • The tax rate imposed an the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural petard, an adoptive parent or a stepparent of the dtid is 0 percent [72 P.S. §91ifi(a)(1.2)]. • The tax rate irrgwsed on the net vakte of transfers to or for the use of the decedents lineal banefiaaries 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 decedents siblings is 12 pero~d [l2 P.S. §911fi(ax1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in comnrar with-the decedent, whether by blood ar adoption. Total Credits (A+ B) (2) REV-1503 EX+ (&98) scNEODUE s COMMONYYEALTH OF PENNSYLVANIA STOCKS 8c BONDS INHERITANCE TAX RETIMN RESIDENT DECEDENT E8TA7E OF _ FRE NUMBER Newton S. Hughes ~ P-~Y ~b~owrrd wqh ripM of swvlroRhip nwat b! dYclaa~d m i3elydua F. ~n ~nuC apuca s nea®o, sIB~II 8001~011a 911BBIf OI tlIB S81M SmB)