HomeMy WebLinkAbout08-16-11' 1505610105
. J REV-1500°`t°~"'~''d~
PA DBparbrtcrR of Revenue ~ OFFICIAL UliE ONLY
Bureau of Individual Taxes ~~ Cade lbsr ~ ~~
~ eox~BoGos INHERITANCE TAX RETURN ~} /-
Ilarri~urp, PA s7s~8~o6os RE8IDENT DFCEDiENT /~ ~ I D D `7 I l~
ENTER DECEDENT INFORMATION BELOW
Soda) 3eourity Number Date o1 Death IAM~DYYYY Date of Birth -tIIDDYYYY
210-40-0691 07242010 05271949
Decedent's last Name Su1Rx Decedent's FNst Name MI
Judd Deborah R
lff APP~abM) Enb- nY t3palse's Irlformatton 6Now
Spouse's Last Name Suflbt Spouse's Fhat Name MI
Spouse's sods Security Number THIS RETURN MUST BE FILED N DUPLICATE WITH THE
REGISTER OF WILLS
FILL xr APPROPRIATE O'VALB BELOW
• 1. Orfpinel Realm O 2. Sttpplsrtiental Rehm O 3. Rsireidar
(~1e of Death
~
3
8'L
O 4. Limited tcslate O 48. Future Inkrest Cortproniae (dada Of O 5. Federal t Taz Retum Required
deellt slier 12-12-82)
O B. l~oedeM Died TeefaN O 7. Dscederd AAeiriained a LhrYg Trust 8. Tom Number of Safe Deposit Boxes
(AOatit Copy of WB) (Attach Copy of Tnaa.)
O 9. LlOpation Proceeds Received O 10. Spousal PoveAy Credit (D~e of l)eeth O 11. FJedbn to Taet under Sec. 9113(A)
tleWVesn 12-31-91 and 1-1-95) (Attach Sdiedub O)
CO ONtlEIfT - Ti08 lECTION MUBT BE COIMLETID. ALL CORREtiPOMDEMC@ AIM COIKtDB1TUll 7AX BBORMATtON 8110U1D dH DUCTED TO:
Name Daytime Telepiane Number
Jeremy M. Judd 570-856-8900..
First Line of Address
132 Pennsylvania Avenue
second i.&~e of Addre~
City or Post OIM~
Bangor
State ZIP Code
PA .18013
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Correspondent's arralM address:~~ttlfari!li~~ :~ ~~
under psnaltles of perjury, I dsdsre that I have exambW Oil return, MwiudYp accorrpanyhg s and , and tdhe t~ of my bawledpe and belief.
O ie tole, comsat aid oomplel.. DsdarMlon of preparor osier ihaa the psreonal roprosentetlve k based on all IMOaMion ofiehkh praprar tuu aiy knowled0..
FOR FILING RETURN _I DATE,
B
SIGNATURE OF PREP/IRER OTHER THAN REPRESENTATIVE V ' PATE
ADDRESS
Kf~ASe use oRwINArL FORM Mar
Side 1
150561D105 1505610105 J
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a " °~
~~
~~ 1505610205
REV 1500 EX (FI) Deoederri's Sorid Searity Number
DsesdarrPe Name: 210-40-0691
RECAPrruuTaN
1. Real Fatale (Sd~edule A) ............................................. 1. 46,733
2. stocks and Bonds(Schedute B) ....................................... z. U
3. Cbeely Field Corporation. ParkreraFAp or Sole-Propriebrdiip (Schedule C) ..... 3.
4. Mortgages and Notes ReceNabb (Schedule D) ........................... 4.
0
0
5. Cash, Bank Deposits and MfsceNmreous Personal Property (Schedule E)....... 5. 6,166.32
8. Jointly Owr»d PropeAy (Sdredufe F) O Separate Bipbrg Requested ....... 6. 0
7. Inter-Vivas Transfers S M~ Non-Probate Property
(Sd>adule G) O Separate BNNng Requested........ 7. 0
8. Total Gross Assets (total Uses 1 Uxough 7) ............................. 8. 52,889.32
9. Funeral Expenses and AdmhistraWe Cosh (Schedule H) ................... 9. 2,395.46
10. i)ebts of Decedent. Mortgage Ltebllltles and Uens (Schedule q ............... 10. 38.230.40
11. Total Dsduetbns (told Lines 9 and 10) ................................. 11. 10,625.86
12. Net Vekre of Estab (Lkro 8 minus Line 11) .............................. 12 12,273.46
13. Grantable and Govemrrrental BequestNSec 9113 Trusts b- vrhich
an ebrifon fo tmc has not been made (3chedule J) ........................ 13. 0
14. Net Vahre Subjset to Tax (Line 12 rrrinus Lkre 13) ........................ 14. 12.273.46
TAX CALCULATION -SEE M/S'TRUCTIONS FOR APPLICABLE RATES
15. Amount of Lfne 14 taxable
d the spousal tax rate. or
transfers under Sec. 9116
(a)(1.2) X .0~. 0 15. 0
16. Amounn of Una 14 taxable
at Uneal rate X .04~ 552.31 18• 552.31
..
.
17. Amount of Line 14 taxable .
_
at sibling rate X .12 0 17. 0
18. Amount of Line 14 taxable
et collaMral rate X .15 p 18. 0
19. TAX DUE ......................................................... 19. 552.31
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1505610205 1505610205
REV-1500 IX (FI) Pepe 3 Fa• N~enher
Tax Payments and Clredits:
1. Tax Due (Page 2, Line 19)
2. CreditslPsyments
A. Prig Payments
B. Discount
3. Interest
4. ff Line 2 ~ greater tlran Line 1 ~ Line 3, order the dNference. This is Ure OVERPAYIIEIR.
Flq M owl on Pape 2, LNre 20 to ngrrest a refrrrd
5. fl Line 1 ~ Line 3 is greater thm Line 2, erdsr the dflFererroe. This is the TAX DUE.
(4) .,~~
(~ ~~o ~~
Makeppcheryck payable to: REGISTER OF WILLS, AGENT. tvy ~y~
r ".9., w * der ,» .'ya ,~ fi'?~MSak'Fx~1~,~~~'#"/~1:~~~4~ s"~~E r*~ A! ~`Y"i~ i `'45}*'.p~".. rl~~r`?~~i,~~~~i~:3f.Yy~,-'M~.w ,}v@ r~`N`~`Nv?k~i.~~~'~»rv#fr^",56F"ff':~,'u{#zt*. ~~'r(,~z~~,I'f'`J,i
PLEASE ANSNIER THE FOLLOYYING QUEST'tON8 BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decadent rnake a trerrefer and:
e. retain the rue or irrconre of the properly trarsifsrred .............................................
b. retain tiro right b desipnete who stnl rse the properly trerreferred or its iroonre
C. retain a rovelaionary Ndereat
d. recehro the pranise for Nfe o1 eitl>ar payments, beneMs or care9 .........................................
2. N death ocarrred albr Dec. 12, 1982, did decederd transfer properly wrlfrn one year d death
Yes Wo
without recetvlrrg adequab oorroideraliar? .............................................................................................................. ^
3. Did decederd own an'in trust br' a ~ berdc accord or serxxily et his or her deaer? .............. ^
4. Did decederd own an hdividral retirertrent aooaxd, arxruily or other nor-~pobale Properly, wtrch
oordains a frarrefidary desipnatlon? ........................................................................................................................ ^
^
IF TILE ANSMIER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MgUST COMPLETE SCHEDULE G AND FN.ERAS PART OF THE RETURN.
": t zf *P'.Jr~i ik^fi ki-k'rr ~~',',. ~ 3c"'4y~i7;',~,.+~,~i~~'kt~S~2f ~+.~'f~'U~~fi`hr,.~3f°~i~Y.#.,. ~w.a'"'.,: de~ trr~~r ~~~t, ~.. ,,z• ~ Y#`~f ~r.,:~ $^if A~ .,k..'*~,{, ~~y ^'a`s°.`~Y ~ rs""Y?~~e ~".
Fa dales d death on or alter July 1,1994, and before Jan.1,1995,thetax rate imposed on the net value d transfers b or for they{ use d the surviving spouse
~ 3 peroerrt (72 P.S. §9116 (a) (1.1) (i)].
For dates d death on or after ,~. 1, 1995, the tax rate imposed on fhe net value d transfers >b or for the use d the surviving spouse is 0 peroerd
[72 P.S. §9116 (a) (1.1) (ll)]. The staturo does not exerr~t a transfer to a surviving spouse from tax, and the statutory requirements for disclosure d assets and
fifxrg a tax retrxn are stiN applicable even if the surviving spouse is the only benefidary.
For dates d death on or otter July 1,2000:
• The tax rate imposed on the net vclue d transfers from a deceased child 21 years d age a younger at death to or for the use of a natural parent, an
adoptive patent or a stepparent d the chNd is 0 percent p2 P.S. §9116(aK1.2)).
• The tax rate imposed on the net value d transfers to or for the use d the decedent's Nrreal beneficlaries is 4.5 percent, exs~ as noted in (72 P.S. §9116(aX1)).
• The tax rate Nnposed on the net value d transfers th or far the use d the decedent's sthUngs is 12 percent (12 P.S. §9116(aK1.3)]. A sthling is defined,
under Section 9102, as an individual who has at I~st one parent ~ common with the decedent, whether by blood or adoption.
(1) ~~~ z~
Tonal Credits (A + B) (2) n
(3) ~
REV-1502 EX+ (il-OS)
Ptennsylvarria SCHEDULE A
DEPARTMENT OF REVENUE
,,~,~~ TAx RFn~rr REAL ESTATE
RESroErrr oEC®err
ESTATE OF
F](LE MUMlER
ucw~an n. ouuu c ~- Ewa cu
Aq real property ornred eaialy or ~ a teaeat in coaneion mwt be raporEM at fair erarlax valve. Falr market value is defined as the price ~ whkh property
would be exdwnged between a wiNing buyer and a wNling seller, neither being oompdkd to buy or sdi, both having reasonable krrowleQge of the relevant fads.
ReN property llgt is joMNly~arared witlr ri'Irt d wrvienraMp arwt be llacleeed On Stlredrrk F.
Attach a copy of the settlement sheet ff the property has been sdd.
Nl1M8ER Indude a copy of the deed showing decedent's interest if owned as tenant in common. VAS ~DHTE
DESCRIPTION
1.
Residential Properly -1418E sracifey Drive Apt.114 Carlisle, PA 17013
2. 116 of Residential PropeAy belon9in9 io the Estate ~ Phytiis W. Cunnitc#tam
$37,000
$9,733
TOTAL (Also er>ter on tine 1, Recapitulation.)';
If more space is needed, insert additional sheets of the same size.
REV-i5o8 IX+ (ii-io)
~~ Spllpl/LE E
~~~ "~ CASH, BANK DEPOSIT'S A MISC.
I"rterrr~ rnx r~ PERSONAL PROPERTY
nESroerr oecEOerr
ESTATE OF:
RLE
Dr±herah R. Judd 71_10_0916
Include the pr~ooeeds of litigation and the date the proceeds were received by the estate.
AR p-eVatF joNrdy orwred rrRh right of a~rvirardrip wrest be dtraclosad on Sd~e/ule F.
Cheddng Acoorlnt Balance - Mernbers 1st Federal Credit Union, 5000 Louise Drive
1. P.O. Box 40, Mechariicsburp, PA 17055 $3,248.96
Savings Account Balance -Members 1st Federal Credit Union
2. $597.52
Checking Account Balance - Onstown Bank, 2695 Phiade~hia Averir~, Chambersburg, PA 17201
3.
$2319.84
TOTAL (Also enter on Line 5, Recapitulation) ;
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (10-09)
'~~E'M~p
~~~~~ r~x nen~aw
~~ r>~
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUN6ER
Deborab R ~.~~'~' ~~-~OA9~6
DeoederrYs debts aauat be roperted ae S~edule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
Ewing Brothers Funeral Home
630 South Hanover Street
Carlisle, PA 17013
B.
i.
ADMINISTRATIVE COSTS:
Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City
Year(s) Commissbn Paid:
2. AlLomey Fees:
3. Family Exemption: (If decedent's address I5 nnt the same as claimant's, attadr explanation.)
Claimant
Street Address
City State
Relationship of Claimant ta Decedent
4. Probate Fees:
5. Accountant fees:
6. Tax Retum Preparer Fees:
7
Cremation and funeral services
State ZIP
TOTAL (Also enter on Line 9, Reopiddation) #
If more space is needed, use additional sheets of paper of the same. size.
ZIP
$2232.96
$140.50
$22.00
REV-1512 EX+ (12-OB)
pennsylvarria
DEPARI'MENi Of REVENUE
INNER[TAN~ rnx REIUtN
RESIDEilf DECEDEi(!
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES >B
ESTATE OF FILE NUMlER
Debo~T T . ~..~~ _ _-- - -- _ - ~ 40 896
Report dabb inemred try the decadent prior to death that remahied w~paid at the date of death, hxludiny wr~dmbureed medial experaee.
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+ (01-10)
' ~ pennsytvania SCHEDULE ~
DEPARfMEMT QF REVENUE
~,,,,,~ ~ ~, BENEFICIARIES
RESloea~rr oE~r
ESTATE OF:
FILE NUNSER:
RELATIONSHIP TO DECFDHVT SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not List Tnstn(s) OF ESTATE
I TAXABLE pISTRlIiilTIONS [Include outright spousal distriMrtlons and transfers urMer
Sec. 9116 (a) (1.2).]
1. Jennifer Allen,1155 Cbverfield Drive, Pidsburgh, PA 15227 Daughter 1/3
2. John M. Judd, 132 Pennsylvania AvenLNa, Bangor, PA 18013 Son 1/3
3. Jeremy M. Judd, 132 Pennsylvania Avernle, Bangor, PA 18013 Son 1 /3
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON lINE515 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRUTE.
II NON TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TD TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTR[BUTIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. #
If more space is needed, use additlonal sheets of paper of the same size.
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