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Home My WebLink About07-22-111505610140 REV-1500 EX `°'.'°' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year 1=ile Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 0 0 6 3 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT _ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 4 9 2 4 1 9 8 5 0 6 0 6 2 0 1 0 0 9 1 8 1 9 3 2 Decedent's Last Name Suffix Decedent's First Name MI H E N R Y H A M I L T O N M (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 tN APPROPRIATE OVALS BELOW 1. Original Return Q 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Plumber S U S A N H- C O N F A I R 7 1 7 7 6 .3 1 3 8 3 REGISTER ~~VILLS USE O~ ~_ _...... J.'l First line of address - ~ ~' ~' ' ~- 2 3 3 1 M A R K E T S T R E E T ` <r;; ~? I'V ._ -~ ~. - = Second line of address ~~; :- ~~ ~ -~-,z ~ ~ ,-~ _~ ' ,.~:: D _ FLED City or Post Office State ZIP Code ~----- ---' ------ 4-- "~ C~~ C... C A M P H I L L P A 1 7 0 1 1 Correspondent's a-mail address: SCONFAIRaREAGERADLERPC • COM Under penalties of perjury, I declare that 1 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 is based on all information of which prepare~~s any knowledge. T RE OF PERSO E ONSI R FILING RETURN DAy~ i~ ADDRESS 625 MOUNTAIN ROAD BOILING SPRINGS PA. 17007 SIGNATURE OF P PARER OTHER THAN REPRESENTATIVE ~j~P~~/' - C.~Li-- /~ _ ADDRESS 2331, MARKET STREET CAMP HILL _ PA17011, PLEASE USE ORIGINAL FORM ONLY Side 1 150561,0140 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: HAMILTON M• HENRY 0 4 9 2 14 1 9 8 5 RECAPITULATION 1. ........................................... Real Estate (Schedule A) 1 ~ • 2 6 0. 0 0 2. ...................................... Stocks and Bonds (Schedule B) ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 1 8 2 5 . 0 0 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 Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. • 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 8 8 5. 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ......... ..... .... 9• 2 9 0 ' 0 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .... ..... .... 10. • 11. Total Deductions (total Lines 9 and 10) ..................... ...... .... 11. 2 9 0 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .................. ...... .... 12• 1 5 9 5 . 0 0 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. 1 5 9 5 . 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 0 0 0 (a)(1.2) x .0 . . 16. Amount of Line 14 taxable 1 5 9 5 0 0 7 1. 7 8 . at lineal rate x .045 16. 17. Amount of Line 14 taxable 0 0 0 17 0• 0 0 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate X .15 1 g. . 19. TAX DUE ............................................ ...... .... 19. ~ 1 • ~ 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^X Side 2 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 0638 DECEDENT'S NAME HAMILTON M• HENRY STREET ADDRESS CITY STATE Tax Payments and Credits: ~. 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. (1) 71.78 Total Credits (A + B) (2) 0.0 0 (4) (5) (3) 0.8 7 0.00 72.65 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. 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; ......................... ...... ^ c. retain a reversionary interest; or .......................................................................................... ...... ^ d. 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? ................................................................................. " " ...... ^ ^ or payable-upon-death bank account or security at his or her death? ... intrust for 3. Did decedent own an ...... 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................ ...... ^ 0 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 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net 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 or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving 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 requiremE;nts 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 to or 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 percent, excerpt 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)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER HAMILTON M• HENRY 21 10 06.18 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION _ OF DEATH 1. STOCK DIVIDEND CHECK 60.00 TOTAL (Also enter on line 2, Recapitulation) I ~ •00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER HAMILTON M • HENRY 21 10 06:38 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. 2010 IRS INCOME TAX REFUND 1,825.00 TOTAL (Also enter on line 5, Recapitulation) $ 1, 8 2 5.0 0 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER HAMILTON M • HENRY 21 10 06:38 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 2. 3. 4. 5. 6. 7. City State ZIP ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address Relationship of Claimant to Decedent Probate Fees: Accountant Fees: JAMES E • HOLLAND, CPA Tax Return Preparer Fees: ZIP 290.00 TOTAL (Also enter on Line 9, Recapitulation) ~~ 2 9 0.0 0 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: HAMILTO N M• HENRY 21 10 0 638 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. SHERRI L• MILLER Lineal 531.6? 625 MOUNTAIN ROAD BOILING SPRINGS, PA 17007 2• MICHAEL R• HENRY Lineal 531.67 19 BIG OAK ROAD DILLSBURG, PA 17019 3• JIMMY H• HENRY Lineal 531.66 408 HUNTINGTON AVENUE ENOLA, PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size.