The URL can be used to link to this page

Home My WebLink About09-13-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL. TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 RECEIVED FROM: VERDIER DANIEL C 20 TWIN FAWN LANE POUND RIDGE, NY 10576 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 014956 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: ~ 73-03-2183 FILE NUMBER: 211 1 -0633 DECEDENT NAME: VERDIER BETTY O DATE OF PAYMENT: 09/13/2011 POSTMARK DATE: 09/13/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 1 2/28/2008 REMARKS: RECEIPT TO ATTY CHECK# 4497 SEAL 101 ~ 57,086.85 TOTAL AMOUNT PAID: INITIALS: CJ RECEIVED BY 57,086.85 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ENTER DECEDENT INFORMATION BE MMDDYYYY Date of Birth nnm;uur r > > Date of Death Social Security Number 11/17/1918 173-03-2183 12!28/2008 Decedent's First Name MI Suffix Decedent's Last Name ~ Betty Verdier (If Applicable) Enter Surviving Spouse's Information Below MI Suffix Spouse's First Name Spouse's Last Name 155610105 --J REV-1500 ex (0z-11,tr1, PA Department of Revenue Pennsylvania Bureau of IndividuatTaxes _ ~ INHERITANCE TAX RETURN PO BOX 280601 RESIDENT DECEDENT Harrisburg, PA 1'7128-0601 LOW Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 3. Remainder Return (Date of Death OD 1. Original Return O 2. Supplemental Return prior to 12-13-82) Interest Compromise idate of O 5. Federal Estate Tax Return Required O O 4. Limited Estate 4a. Future death after 12-12-82) Total Number of Safe Deposit Boxes 8 O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) . __-__ A (Attach Copy of Will) l Poverty Credit (Date of Death ) 11. Election to Tax under Sec. 9113( O O 9. Litigation Proceeds Received O 10. Spousa Between 12-31-91 and 1-1-95) (Attach Schedule O) ECTED T0: ALL CORRESPONDENCE AND CONFIDENTIAL TAX DaO TED T . CORRESPONDENT - THIS SECTION MUST BE COMPLE Te ephone Numbe time Name (717) 236-939 Bruce D. Foreman .- - REGISTER - S USE ONkj' ~ -~-; ~ - "=TJ L,J ~ First Line of Address C.! ) j~. -. _~~.~~ 112 Market Street ' ~ ~ y'-' - : . Second Line of Address r~ -~ '" -, SiXth Floor DATE FILED ~ State ZIP Code Ciky or Post Office PA 17101 Harrisburg ~..._-. C.,7 C,i n Correspondent's a-mail address: bfUCe ffclaw.net Under pena)ti ~ erjury, I declare thatt'o aQf ? e arerother thanr the pes o9al rep esentat ve is basted on alit ntiormat on of which preparernhasnanyeknowledge.lief, d i ue. corlect totnp Clara p P ~` DATE '/ SIGN RE OF~R,~ R SI E FOR FILING RETURN ~ C , /e~~ `r ~M~~r)~~s`V~' 0 '~2~2~~ f ~ .•. ~r~ A ~~t, ~~ V ~. ~ ~` ADDRESS 20 Twin Fawn Lake, Pound Ridge, NY 10576 DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS 112 Market Street, 6th Floor, HarrisburPLEA E7USE ORIGINAL FORM ONLY OFFICIAL USE ONLY County Code Year File Number ~;~~i I I 1~~r~ `~`3 Side 1 1505610105 15~561~1~5 i .J 1,505610205 REV-15D0 EX (FI) Decedent's Social Security Number 173-03-2183 Decedents Name: Betty ~• VefC~l@r RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 49,050.36 2. Stocks and Bonds (Schedule B) ..................................... 2 . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ......................... 4. . . 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 71, 856.36 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. v. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property O Separate Billing Requested..... ... 7. (Schedule G) $ 120,906.72 8. Total Gross Assets (total Lines 1 through 7) .......................... .. . 9 9,487.16 9. ......... Funeral Expenses and Administrative Costs (Schedule H) ...... . . ... 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) ............ ... 10. 30,133.07 11 39,620.23 11. Total Deductions (total Lines 9 and 10) .............................. . .. . 12 81,286.49 12. Net Value of Estate (Line 8 minus Line 11) ........................... . .. . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............... . 14 81,286.49 14. .... Net Value Subject to Tax (Line 12 minus Line 13) ............... . . ... TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 (a)(L2) X .0_ 16. Amount of Line 14 taxable 16 7,086.85 at lineal rate X .0 45 17. Amount of Line 14 taxable 17 at sibling rate X .12 18 . Amount of Line 14 taxable 18. at collateral rate X .15 7,086.85 19 . TAX DUE ..................................................... .. .. 19. O 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610205 Side 2 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: Betty O. Verdier STREET ADDRESS 325 Wesley Drive -_ __ CITY Mechanicsburg Tax Payments and Credits: 1. 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. File Nurh~ber _-- ._ __ STATE .ZIP PA 17055 (1) Total Credits (A + B) (2) (3} (4) (5} Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: a. retain the use or income of the property transferred .................................. b. retain the right to designate who shall use the property transferred or its income ............................................ ^ ^ c. retain a reversionary interest ........................................ . ................................. d. receive the promise for life of either payments, benefits or care ...................................... 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ ^ 3. Did decedent own an ' in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ ^ 4. 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 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 requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. Far 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 ko or for the use of the decedent's lineal beneficiaries 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 decedent's siblings is 1'~ percent [72 P.S. §9116(a)(1.3)]. Asibling 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-'503 EX+ (6-98) ~ ~F~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN occinGniT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Betty O. Verdier . .. ___.___~._ .....~~ tie rliarlncad on Schedule F. FILE NUMBER 2011-00633 ~u nwie aNa~c ~~ ~~.,.,..., ~ ,,,..._--- REVa5o8 EX+ (v-ia? Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETUP.N n ocrncn~S nF~Fr7FNT scNE®u~E E CASH, SANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: Betty O. Verdier FILE NUMBER: 2011-00633 Include the proceeds of litigation and the date the proceedshee,~ ~~inceldbon Schedule F. lr more space a ~~~~u~~, ,.~ ..............._ __- RSV- ~;, -, i~ Pennsylvania !.~ DEPAI-.TMENT OF REVENUE INHERITANCE TAX RcTURN RESIDENT DECEDENT ESTATE OF Betty O. Verdier ITEM NUMBER A. FUNERAL EXPENSES: 1' Jesse H. Giegle Funeral Home SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be reported on Schedule I. DESCRIPTION FILE NUMBER 2011-00633 g, ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representatives} ____ ----- -- - - - Street Address ___._ -- State - City ---- ---- --- Years} Commission Paid: - 2. Attorney Fees: 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant ____ - ----- - -- Street Address _ -- -- --- - State City - __ ------ Relationship of Claimant to Decedent ___ - --- - 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~. Advertising Fee Cumberland Law Journal a. Advertising Fee Patriot-News ZIP __ ._ - ZIP -- ._-- TOTAL (Also enter on Line 9, Recapitulation; I $ If more space is needed, use additional sheets of paper of the same size. AMOUNT _ 7,014.22 2,000.00 193.50 75.00 204.44 9,487.16 ,, pennsylvania DEF'.4F Tyr ENT OF REVEfJ'JE iidHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Betty O. Verdier SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 2011-00633 ..___:., ... ftie ~3fo ~f math. including unreimbursed medical expenses. 1r more 5pa~e a ~~~~~~~, ~~~~.,~~.,...,..._.._. _._