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Home My WebLink About07-14-11 (2) -I REV-1500 Ex (o1-1°' PA De artment of Revenue OFFICIAL USE ONLY P pennsylvania county code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE Po Box.2sosol INHERITANCE TAX RETURN 2 7 Harrisburg, PA RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name Suffix Decedent's First Name MI WILLS MARGARET E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® Original Return ? Supplemental Return ? Remainder Return (date of death prior to ? Limited Estate ? 4a. Future Interest Compromise ? Federal Estate Tax Return Required (date of death after ? g_ Decedent Died Testate ? ~ Decedent Maintained a Living Trust Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust} ? Litigation Proceeds Received ? ~ p, Spousal Poverty Credit (date of death Election to tax under Sec. A between and ? (Attach Sch. O) ( ) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SAMUEL L ANDES r~-°=' REGISTER O~ S USE ONLY 4 ••l r. First line of address ~ ~ ~ NORTH 12TH STREET ~ - Second line of address ~ Q ~ ~-'-`~~i ~ DATE FILED • City or Post Office State ZIP Code LEMOYNE PA Correspondent's a-mail address: l a w a n d e s C~ a o l. c o m Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative +s based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Shirley J. Bolan A DRESS Cen r Drive, C p Hill, PA SIGNA RE OF P R E N REPRESENTATIVE DATE Samuel L Andes ~ ADDRE North 12th Street, Lemoyne, PA Side 1 REV-1500 EX Decedent's Social Security Number Decedent's Name: WILLS , MARGARET E. 9 2 4 8 2 6 7 RECAPITULATION Real Estate (Schedule A) Stocks and Bonds (Schedule B) Closely Held Corporation, Partnership or Soie-Proprietorship (Schedule C).......... Mortgages & Notes Receivable (Schedule D) Cash, Bank De osits & Miscellaneous Personal Pro e 7 , 9 8 9 . 2 9 p p rty (Schedule E) Jointly Owned Property (Schedule F) ? Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ? Separate Billing Requested Total Gross Assets (total Lines 7 , 9 8 9 . 2 9 Funeral Expenses & Administrative Costs Schedule H 1 , 6 7 2 . 6 8 ( ) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) Total Deductions (total Lines 9 & 1 , 6 7 2 . 6 8 Net Value of Estate (Line 8 minus Line 6 , 3 1 Charitable and Governmental Bequests/Sec Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line minus Line 6 , 3 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES Amount of Line taxable at the spousal tax rate, or transfers under Sec. (a)(1.2) X Amount of Line taxable at lineal rate X 6 , ~ 2 8 4 . 2 5 Amount of Line taxable at sibling rate X Amount of Line taxable at collateral rate X Tax Due 2 8 2 5 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 REV-1500 EX Page 3 File Number - - Decedent's Complete Address: Wills, Margaret E. STREET ADDRESS Claremont Road CITY STATE ZIP Carlisle PA Tax Payments and Credits: Tax Due (Page Line 2 5 Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) Interest 0 If Line 2 is greater than Line 1 + Line enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line to request a refund If Line 1 + Line 3 is greater than Line enter the difference. This is the TAX DUE. 2 8 5 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ? ?x b. retain the right to designate who shall use the property transferred or its income ? ?x c. retain a reversionary interest; or ? d. receive the promise for life of either payments, benefits or care? ? ?x If death occurred after December did decedent transfer property within one year of death without receiving adequate consideration? ? 0 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ? ?x Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary 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. For dates of death on or after July and before Jan. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent P.S. j 6 (a) (i)]. For dates of death on or after January the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent P.S. (a) n)]. 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 • The tax rate imposed on the net value of transfers from a deceased child ears of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent P.S. (a) • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is percent, except as noted in P.S. P.S. (a) • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is percent P.S. (a) . A sibling is defined under Section as an individual who has at least one parent in common with the decedent,ether 6y bloo or adoption. SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERffANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF ~/jjjS, Margaret E. - - Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Savings account No. with Susquehanna Valley Federal Credit Union 2 Checking account No. with Susquehanna Valley Federal Credit Union 3 Items of clothing and personal effects of little value (decedent owned no furniture at the time of her death because she was living in a nursing home facility) 4 Refund of guest fund deposit from Claremont Nursing and Rehabilitation Center TOTAL (Also enter on Line Recapitulation) SCFimULE H COMMONWEALTH OF PENNSYLVANIA INHERffANCE TAX RETURN ~1?krT~AT7\/C RESIDENT DECEDENT ~~v7 ~ ~YG ESTATE OF Wills, Margaret E. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Funeral expenses were prepaid. B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid Attorney's Fees Samuel L. Andes Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountants Fees Tax Return Preparer's Fees Other Administrative Costs 1 The Sentinel (advertising) TOTAL (Also enter on line Recapitulation) Schec~.ie H Fi~ner~l E~ & COMMONWEALTH OF PENNSYLVANIA A~~~~~ w INHERITANCE TAX RETURN /~''f~~ ~ X11 WVC RESIDENT DECEDENT FILE NUMBER ESTATE OF Wills, Margaret E. - - 2 Cumberland Law Journal (advertising) 3 Cost of food for post-funeral gathering Page 2 of Schedule H REV-1513 EX+ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wills, Margaret E. FILE NUMBER - - RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) RECEIVING PROPERTY Do Not Llst Trustee(s) I~ TAXABLE DISTRIBUTIONS [include outright sppoousal distributions, and transters under Sec. (a) (1.2)J 1 Shirley J. Bolan Daughter One-half Center Drive Camp Hill, PA 2 Judith Wills Daughter One-half P.O. Box Alliance, NC Enter dollar amounts for distributions shown above on lines through on Rev cover sheet, as appropriate. III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE OF REV-1500 COVER SHEET