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Home My WebLink About10-31-11150561011]5 REV-1500 EX (o2-ii) (FI) PA Department of Revenue peerlsylranfa Bureau of Individual Taxes °`""~-~`°""°"° PO BOX z8obot INHERITANCE TAX RETURN Harrisburg, PA iyiz8-osoi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth OFFICIAL USE ONLY County Code Year File Number MMDDYYYY 405-22-2071 11 /04/2008 12!2911925 Decedent's Last Name Suffix Decedent's First Name MI Wiley Harald F (ff 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 ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Esiaie O 4a. Future Interest Compromise (date of t= 5. Federal Estate Tax Retum Required death after 12-12-82) D 6. Decedent Died Tesiaie O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) {Attach Copy of Trust.) O 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (Date of Death G 11. Election io Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95} (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Peggy L. Nieves (717} 486-7835 First Line of Address 110 West Butler Street Second Line of Address City or Post Office State ZIP Code Mt Holly Springs PA 17065 Correspondent's e-mail address: REGISTER OF WILLS USE ONLY 1 I _ r7 '-7 ~ I __ .: ~;-r, ~ . , i -_ J 1 __ Cl ~'\ _ .- ., 4 DATE FLED - j _~ ; --~ .L- -_._I . -. , ~~ ~u=~ N~ ~a~~~<~ ~~ Neilury, ~ aeciare mat ~ nave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belie`. it is true, correct and complete. Declarafion of preparer other than the personal representative is based on all information of which preparer has any knowledge. yr r~- rv ~~ccar-UrvsrttLf= FUK FILING RETURN DATE ~i.t~ ~ j 4 ~~ ~~ ~~ ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 ~, 1505610105 1505610105 r ~.~ J 1505610205 REV-1500 EX {FI) Decedent's Social Security Number Decedent's Name: 405-22-2071 RECAPITULATION 1. Real Estate {Schedule A) ........... .............................. . ... 1. 162,000.00 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. 760.00 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets {total Lines 1 through 7} ................ .......... ... 8. 162,7fi0.00 9. Funeral Expenses and Administrative Costs {Schedule H} .. 9 .... .......... ... . 7,846.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 162,283.00 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 170,129.00 12. Net Value of Estate (Line 8 minus Line 11) ................ 12 13. ........... Charitable and Governmental BequestslSec 9113 Trusts for which ... . -7,369.00 an election to tax has not been made (Schedule J} ..................... ... 13. 14. Net Value Subject to Tax {Line 12 minus Line 13) ..................... ... 14. -7,369.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a}(1.2) x .0_ 0.00 15 16. Amount of Line 14 taxable at lineal rate X .0 _ 0.00 16. 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 0.00 O REV-1500 EX {FI} Page 3 File Number Decedent's Complete Address: Harold F Wiley STREET ADDRESS 2258 Pine Road CITY STATE Newville Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} 2. CreditslPayments A. Prior Payments __ __ B. Discount 3. Interest 4. tf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FII in oval on Page 2, Line 20 to request a refund. 0.00 (3) -- OAO {4} 0.00 5. tf Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5} 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 properly transferred ................................ b 9 9 ho shall use the property transferred or its income . ......... ........ ............... t ....... retain a revers ionary Interest . : . . ~ ^ d. receive the Ise for 1'rfe of either a menis, benefits or care ......................._........._............. P~ P Y .. u _._ ........ 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" orpayable-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? ............................................. ..................................................................... ...... 0.00 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 survnring spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stil applicable evenrf the surviving spouse is the onty 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 decedents lineal benefiaaries 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 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. ZIP PA I 17241 {1 } 0.00 Total Credits (A + g J (2} REV-> st~z Ex+ toI-ioa ppennsylwania SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE Of: FILE NUMBER: All real property owned sdely or as a tena~ in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is ioirrtly-owned with rioht of ~~~.,,~~~~~ti;., ...~.~a ~ a:....~......~ .r ~_~_~__~_ . ~~ more space is neeaea, use aamnonai sheets of paper of the same size. REV-iso8 EX+ (ii-1o} Pennsylvania r,~. ~NEpVLE E e~ DEFi1R7MENT OF REVENUE y.Fy~H~ gpNK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survn-orshiD must be dicclocnel ~~ e.~ti~..Io c It more space is needed, use additional sheets of paper of the same size. acv-_s~~ x+ ;~_e-o9; Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS eaiwit ar ITEM VUMBE A. 1. B. i. FUNERAL EXPENSES: Steen Funeral Home ADMINISTRATIVE COSTS: Personal Representative Commissions: Name{s) of Personal Representative(s) Street Address Gty Year{s) Commission Paid: Z• Attorney Fees: 3• Family Exemption: (If decedent's address is not the same as claimant`s, attach explanation.) Claimant 4. 5. 6. 7. State ZIP Street Address Gty State Relationship of Claimant to Decedent Probate Fees: Aaountant Fees: Tax Return Preparer Fees: ZIP TOTAL (Also enter on Line 9, Recapitulation] I $ 7,846.00 If more space is needed, use additional sheets of paper of the same size. Deoedant's debts must be reported on Scf~edule I. FILE 7,846.00 RSV-15;Z Y+ (1Z-08j Pennsylvania SCHEDULE I DEPARTNENTOFREVENUE DEBTS OF DECEDENT, INI1ERifANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Report debts incurred by the decedent prior to death that remained unsaid at+tio d~ ..s avy. :.:....:...::__ .._~:_~____, __ ~~ nwi a apace is neeoeo, mserL aaainonai sneers Dt the same size. Print Subject: Inheritance Tax Retum and Schedules From: Lee E. Oesterling, Esquire (pennsylvanialaw@msn.com) To: angleswhisper2u@yahoo.com; Cc: palegal@verizon.net; Date: Monday, October 31, 2011 2:08 PM Page 1 of 1 PeggY~ Attached please find the Return and schedules. You can print it, sign it attach the schedules and file it in duplicate at the Register of Wills. Sincerely, Lee E. Oesterling, Esquire OESTERLING LAW OFFICES 503 Bridge Street, Suite 212 New Cumberland, PA 17070 voice: 717-635-9641 palegal@verizon.net http://us.mg2.mail.yahoo. com/neo/launch Print Subject: RE: From: Lee E. Oesterling, Esquire (pennsylvanialaw@msn.com) To: angleswhisper2u@yahoo.com; Date: Friday, October 28, 2011 12:20 AM Peggy, Page 1 of 1 I had trouble with the form updates but I have them now. I will try to send tomorrow. Sincerely, Lee E. Oesterling, Esquire OESTERLING LA W OFFICES 503 Bridge Street, Suite 212 New Cumberland, PA 17070 voice: 717-635-9641 palegal@verizon. net Original message From: "Peggy Nieves" To: pennsylvanialaw@msn. com Received.• 10/27/2011 4.•57: 39 PM Subject: Lee, I have been trying to reach you regarding the INHER. TAX paperwork that need to get filed. They were supposed to be filed by the 21 but you said that you would have them ready the 24th. It is now the 27th ! I will have to appear in court Nov. 2, 2011 @ 3: OOpm, in courtroom 2 plus pay for Lora A. Kulick to attend this meeting. They will issue a citation against ME! PLEASE get in contact with me reguarging this matter. THANK- YOU Peggy Nieves 486-7835 http://us.mg2.mail.yahoo.com/neo/launch i n~2 ~ ~~n Print Subject: [No Subject) From: Peggy Nieves (angleswhisper2u@yahoo.com) To: pennsylvanialaw@msn.com; Cc: angleswhisper2u@yahoo.com; Date: Thursday, October 27, 2011 4:57 PM Page 1 of 1 Lee, I have been trying to reach you regarding the INHER. TAX paperwork that need to get filed. They were supposed to be filed by the 21 but you said that you would have them ready the 24th. It is now the 27th ! I will have to appear in court Nov. 2, 2011 @ 3:OOpm,in courtroom 2 plus pay for Lora A. Kulick to attend this meeting. They will issue a citation against ME! PLEASE get in contact with me regaading this matter. THANK-YOU Peggy Nieves 486-7835 http://us.mg2.mail.yahoo.com/neo/launch 1 n /'2 t /lt n t~