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HomeMy WebLinkAbout06-16-06J 15056051058 REV-1500 ~ (x-05) OFFICULL. USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 280601 21 05 0010 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death Date of Birth 162-22-4623 12/31 /2004 10/05!1930 Decedent's last Name Suffix Decedent's First Name MI Wrye William C (If Applicable) Enter Surviving Spouse's information Below Spouse's Last Name Suffix Spouse's First Name MI Wrye Elaine S Spouse's Socia- Security Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE 164-28-0554 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return 4. Limited Estate • 6. Decedent Died Testate (Attach Copy of Wilt) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AHD CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Douglas L. Wrye (214) 770-1060 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address ` 3602 Fairview Dr. ' Second line of address - - ; State ZIP Code ~ DATE FILED ! City or Post Office ~ Corinth TX 76210 ~ '_ ` .., l_r_'t ~ Correspondent's e-mail address: d1M)Ie~f11Sn.COf11 Under penalties of perjury. I declare that I have examined this return. inGuding accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of rer other than the personal representative is tamed on all information of parer has arty knowledge. SIGNA "OF PER RES SI FI RETURN TE ADDRESS ~~ o Z G ~~~'v~~ !pig - ~,;~i k'T~l I ~C~ ~~z..t v SIGNATURE OF PREPARER OTHER THAN REPRESE ATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~~~ 15056052059 REV-1500 EX Decedent's Social Security Number William C Wrye 162-22-4623 Decedent's Name: RECAPITULATION 1 0.00 1. .................. Real estate (Schedule A) .......................... . . 2 0.00 2. Stocks and Bonds (Schedule B) ....................................... . 3. Cbsely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 0.00 5. Cash, Bank Deposits !3< Miscellaneous Personal Property (Schedule E) ........ 5. 158,938.30 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 0.00 7. Inter-Urvos Transfers 8 Miscellaneous Non-Probate Property 7 500.00 62 (Schedule G) Separate Billing Requested........ . , 8. Total Gross Assets (total Lines 1-7) .................................... 8. 221,438.30 9. Funeral Expenses 8 Administrative Costs (Schedule H) .................... . 9. 0.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) ............... . 10. 80,000.00 11. Total Deductions (total Lines 9 8 10) .................................. . 11. 80,000.00 12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. 141,438.30 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 0 00 an election to tax has not been made (Schedule J) ....................... . 13. . 14. Net Value Subject to Tax (Line 12 minus line 13) ....................... . 14. 141,438.30 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 118 938.30 15. 0.00 , (a)(1.2) X .0_ 16 . Amount of tine 14 taxable 22,500.00 at lineal rate X .0 45 16. 1,012.50 17 . Amount of Line 14 taxable 0.00 17 0.00 at sibling rate X .12 . 18 . Amount of Line 14 taxable 0.00 18 O,QQ at collateral rate X .15 1,012.50 19 . TAX DUE ....................................................... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side2 15056052059 REV-1500 EX Page 3 nn.•nrlnn4'c C_mm~lratp Address: File Number 21 05 0010 .rte.,.,...,..... ~_. .r---- - ---- --- DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER William C Wrye _ 162-22-4623 STREET ADDRESS 1052 Tunbeny Ct. - CITY STATE ZrF Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1} 1,012.50 2. CrediLslPayments 0.00 A. Spousal Poverty Credit 0 00 . B. Prior Payments C.15iscarnt 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenafty 'rf appl'xxble 0.00 D. Interest E, piny 253.13 Total InteresUPenalty (D + E) (3) 253.13 4. If Line 2 is greater than Line 1 + Line 3, enter fhe difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,265.63 A. Enter the interest on the tax due. (5A) 51.89 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,317.52 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 insane of the Property transfemed :.......................................................................................... © ^ b. retain the right to designate who shall use the properly transferred or its income : ............................................ c. retain a reversionary interest; or .......................................................................................................................... ^ © ^ d. receive the pranise for life of either payments, benefits or qre? ...................................................................... If death oa:umed after December 12,1982, did decedent transfer property within one year of death 2 . WIthOUt feCelYing adequate Opn$Ideratl0n? .............................................................................................................. h? " ~ ^ ^ .............. or payable upon death bank account or security at his or her deat 3. Did decedent own an'in trust for Did decedent own an Individual Retirement Account, annuity, or other non-probate property wh 4 . cor-tains a beneficiary designation? ........................................................................................................................ ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 {a) (1,1) (ii)j, 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 evenrf the surviving spouse is the only benefiaary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one 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 zero (0) percent {72 P.S. §9116(a)(1.2)j. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal benefiaaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) p2 P.S. §9116(a)(1)j. The tax rate imposed on the net value of transfers to or fa the use of the decedents siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)j. A sibling is defined, under Section 9102, as ~ individual who has at least one parent in common with the decedent, whether by blood or adoption. .~ REV-1508 EX+ (6-98) SCHEDt~LE Ep COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS Sc MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER William C. Wrye 21-05-0010 Indude the proceeds o{ litigation and the date the proceeds were received by the estate. AU property jointly-ovmsd vrRh right of survivorship must be disclosed on Schedule F. ITEM VALUf AT DATE 1 Edward D. Jones Investment Account # 325-09797-1-6 5,176.85 2 1996 Ford Taurus 1,000.00 3 Prudential Financial Modified Whole Life Policy ~ 17 203 507 Beneficiary Elaine S. Wrye 18,000.00 4 National Western Life Insurance Company Flexible Deferred Annuity with Death Benefit 35,712.33 Beneficiary Elaine S. Wrye 5 National Western Life Insurance Company Flexible Deferred Annuity witlt Death Benefrt 86,549.12 Beneficary Elaine S. Wrye 6 PNC Bank Account # 50-8042-0621 Checking 1, 500.00 7 PNC Bank Account # 50-8056-0165 Money Market 4,500.00 8 Citizens Bank Account 610089-530-0 Checking 500.00 9 Citizens Bank Account 610090-213-7 Money Market 1,000.00 10 Miscellaneous personal property 5,000.00 TOTAL (Also enter on line 5, Recapitulation) s I 158,938.30 (H more space is needed, insert additional sheets of the same size) REV-1510 EX+ (g-gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT. DECEDENT SCHEDULE G ~ - INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER WilNam C. Wrye 21-05-0010 -This schedule must be canpleted and ~ 'd the answer to eny of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. fTEM NU DESCRIPTION OF PROPERTY uxauoe THE NAME aF THE TRANSFEREE, THEIR REUTgNS11P To oECEOENrANO THE GATE OF TRANSFER ATTACH ACOPY OF THE DEED FOR REAL ESTATE DATE ~ DEATH VALUE OF ASSET 96 OF DECD'S INTEREST EXCLUSION APPLICABLE) TAXABLE VALUE ~ ~ 1052 Tunberry Court, K~ecttanicSburg, PA 125,000.00 50 62,500.00 Transferred to: 1. Douglas L. Wrye -son 2. David W. Wrye -son 3. Karen Wrye Campbell -daughter TOTAL (Also enter on line 7 Recapflulation) : I 62,500.00 (If mo-e space is needed, insert additional sheets of the same size) RE~1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER William C. Wrye 21-05-0010 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, including unreirr~ursed medical expenses. (If more space is needed, insert additional sheets of the same size)