HomeMy WebLinkAbout06-07-0615056051058
~~~~(~ OFFICW.l~EtJNLY
PA ospl a Revenue
Po~aox 280t Taa~ INHERFTANCE TAX RETURN Cam Cove Year ~ Numeer
Iiarthtaag,PAlTt2li-0801 RESIDENT DECEDENT ~~,~ ' ~j ~ , ~~
ENTER DECEDENT INRORIfIAT10N BELOW
Soak Securigr Number Dete of Desch
~ __ - -
~ 164-28-4603 ~ 10/19/2005
_ _ --
Decedent's Last Name 3uffoc
~~ Dell _ - -- --- - - ~ I _ ~,
(K ApplleabN) Eller BurWVinp Spowe's MfonrgNon Below
Date of Birth
02H4H 927 __
-- - ----
Decedent's First Name MI
- _ -_
i NancK W ,
'i i i
Spouse's Last Name SuIPoc Spouse's F's~ Name MI
_ ~ - - I
~_
---~
Spouse's Social Security Number
THIS RETURN MUST BE FRED IN DUPIJCIiTE YYITII THE
-- - '. REGISTER OF WILLS
- -
flLL IN APPROPRU~TE OVALS BELOW
~ 1. Original Rstum O 2. Supplemardal_Betum O ' 3. Remainder Rstum (date d death \
priorto 12-13-82)
O 4. Limi6ed Eebte O 4a. FuOure IrNerost Compromise (dab of O 5. Federal Esfafa'rax Retum Required
death albr 12-12-82)
--m 8. DswdaM Died Tsebte O 7. Decederd Maintained a Living Tnrst 0 8. Total Number of Safe DepoaN Boxes
(Attach Copy d owlq (ACech Copy of Tnrst)
O 9. LHigalbri Proceeds Received O 10. Spousef PovsAy Credlt (dab of death O 11. F_bdion b tax urxier Sec. 9113(A)
between 12-31-91 and 1-1-95) (AUach Sch. O)
CORRESPONDENT - TiSS SECTION MUST BE COMPLETED. ALL IONDENCE AtW CONFN>IEIfl1AL TAX SIFORYATpiI SIgULD BE DflIECTED T0:
Name DayUma Telephone Number
j David A. Dell L(717) 258-5714 -- _ _ -_-__-- __.'
- Fmm Name (tf AppNcat>te) - - _- -.. - _. _ .. _.._. -.. REGISTER OF WILLS USE ONLY
First Nne Of address
101 S. Ridge Rd.
Secant Nne of address
City a Post OMce _ _
'I Boiling Springs
DATE FILED
State ZIP Code
- ~ PA ~ X17007._ --
Consropondsrrt's e-rraN sddraa: dde11101®earthllnk.net
Under psrlaltlp d parJury. I dadera Mat 1 haw e7ralrwlatl MK taern, Including sooompalyinp arlwdYas end s4tenlaMS, sId b Cra beat d my ImowNdps and tralNt.
h b tore, conaU end . DaaluatlDn dher Men the Persorrl repraerrbtlvs b based m aN IrlAormesan d whkh PraW~ has argr knoetrtlpa•
SIGNATURE OF F RETURN /
_ 6 ~ ~b
ADDRESS l al S ~2;d~e /1.~( ,Q~ ;1;~~ 5p,~,n~ s, P~ ~ goo
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ITT, ~: ~ ~Za
PLM/l~ IIA[ OItlO1NAL ifO11SS Q11LY
$id~ 1
15056051058 15056051058
15056052059
REV-t600 EX
Deoedent'e Social Seaxily Number
__
o~a.nea ~: Nancy W Dell ~ 164-28-4603 _ _~
RECAPrtuunoN
__ ,
1. Real estate (Schedule A). 1.
............................................ i
2. Stocks end Bonds(ScAedule B) ....................................... 2.
3. Closely Held Corporatbn. Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable(Sdoedub D) ............................. 4.
5. Cash. Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5.
6. Jointly Owned Property (Schedule F) O Separate BiNMg Requested ....... 8.
7. Inter-VNoa Trar>sfers 3 Mlaosgeneoua Non-Probe/e Property
(Schedule G) O Separate BHtlng Requested........ 7.
8. Total Grose Ataete (total lines 1-7) .................................... 8.
9. Funeral Expenses 8 Administrative Coats (Sr3redule H) ..................... 9.
10. Debts of Deoederd. Mortgage Liabitlfies, & liens (Schedule 1) ................ 10.
11. coal Dedrw~tlora (total Lines 9 8 10) ................................... 11.
12. Net Valve at` Estaa (Line 8 minus Una 11) .............................. 12.
13. Charitable and GovemmeMal BequestslSec 9113 Tnrsa for which
an electlon to fax has nd been made (Schedule J) ........................ 13.
14. Net Value Subject to Taz (Wre 12 minus Lkre 13) ...................... .. 14.
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
al the spousal tax raa, or
transfers under Sec. 9118 __ ~,
18. Amount of Line 14 tarmble
2
3
0
9, 52
.
6 j
at lineal rate x .0 45 j 16.
17. Amount of une 74 taxable ~-----T ~--
at eibNnp rate X .12 I i 17.
18. Amount of Line 14 taxable ~~----~~-~~~ m'
at cdletenal rate X .15 ~ ! 18.
19. TAX DUE .........................................................19.
20. flLl IN THE OVAL IF YOU ARE REGUESTING A REFUND OF AN OVERPAYMENT
15056052059 $~ 2
3,147.00
~ 16,428.23 j
19,691.52 i
39,266.75
8,928.38
817.31
9,743.69 i
i 29,523.08
29,523.06
1,328.53
1,328.53
O
15056052059
REV-1600 EX Page 3
DecedeNrt's Complete Address:
~ DECEDENT'S SOCIAL SECURRY tiUh6ER
Nancy W Dell 164-28-4803
---
STREETADDRE33
538 Wilson St.
crtr
Carliele STATE
PA aP
17013
Tax Payment and Crsdib:
1. Tax Due (Page 2 line 19)
2. CrodNsiPaymarrts
A. Spowal Poverty Credit
B. Prbr PeyrneMs
C. Discount
InterosflPenaNy k appNceble
D. InbreM
E. Penalty
(1)
Trial Credl~ (A+ B + C) (2)
N kJrte 2 is gresbr tllan Line 1 + line 3, erMSr Ure dtifererroe. This k the t7VERPAYMENT. IrMSresflPerelry (D + E )
FIN In oval on Pape 2, tJna 10 to rwtueat a nfand
5. it Line 1 + Line 3 is greeter Ulan line 2, enbr Ure dlfiererloe. This is Ure TAX DUE
A. Erdar the interest on the tax due.
B. F_nter Ute bbl of Line 5 +50. Thfa is the eALANCE DUE
(3)
(4)
1,328.53
(5) 1,328.53
(sA)
(~)
1,328.63
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWINCa Q!UESTKkIS BY PLACING AN "X" IN THE APPROPRUTE BLACKS
1. pfd decedent make a trena6er arld: yeg No
a. reda6t the use a trrcortle of tlIe ProPmh trans6erred~ .......................................................................................... ^
b. reteln the right b designate vvho ahaN use the propeAy trarafened or its income :............................................ ^
c. retain a reversionary in6eresfi or .......................................................................................................................... ^
d, receive Ua promise for life of efUrer payments, benefds Or c~e? ...................................................................... ^
2. ff death ooxared alter December 12,1962. dfd decedent transfer properly wNhin one year of death
x1111out reoairkrg adequeb aorreideraUon? .............................................................................................................. ^
3. Old deoederd own an 'In fnat tor" or payable upon death bank aacotad or sectaUy at his ar flar deatlty .............. ^
4. Did decederd own an Individual Retirement Aocamt, annuity, or oUrer non~robate propeAy which
contains a benrriiCiary desiprtation9 ........................................................................................................................ ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS iS YES, YOU MUST COMPLETE SCHEDULE G AND Fq.E R AS PART OF THE RETURN
Fa dates of death on or after Jody 1,1994 and before Jararary 1,1995, the tax rate imposed on the net value of transfers 60 or for the use of the survfvMtg spouse
is three (3) peroertt [J2 P.S. §9116 (a) (1.1) (i)J.
For dabs of deeUl aI a after January 1, 1995, the tax rate imposed on the net value a transfers to a for tits use of tit surviving spoum b zero {0) Percent
[72 P.S. §9116 (a) (1.1} {ii)]. The statute f~89. exempt a transfer to a survivhtg spouse from tax, and the sts4rtory ret~irerttents for disdosure of assets end
filing a tax rNttm are s8N eppliceWe evert U the surviving spouse b the only benefitdary.
Fa dates of deaUt on or sitar July 1, 2000:
The tax rat imposed on the rtet value of transfers from a deceased dlild tr+enty-one y~rs of age or younger al death to a far the u~ of a nadsal parent, an
adoptive parent, or a stepparent of the chNd is zero (0) percent ('/2 P.S. §9118(a)(1.2)J.
The tax rate imposed on the net value ~ transfers to a for the use of the decedents tinsel benefidaries ks four and arse-half (4.5) percent, except as rioted in
72 P.S. §9118(1.2) (72 P.S. §9118(aui)J.
The tax rate imposed on the net value of transt~s to or for UIe use of the decedents sittings re tweMe (12) percent 172 P.S. §9116(a)(1.3)}. A sitting is defined, under
Sectlon 9102, as eur individual vlMo has at least arse parent to common with the decedent, whether by blood a adoption.
REV-1503 EX+ (5-98
COIAMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~~
STOCKS & BONDS
ESTATE OF FILE NIN~BER
Nancy W. Delt 2005-01053
Afl Mopwi~r jow~yeNll.e wNh rloM of wldvonhip aMS! a dlsdoMd an So1rdIIM F.
(rt more apace K naeaea, wroat aatlAiorbl ahtbla d Yw wne dae)
REV-1508 EX+ (698)
ca~ornn~a~rH of ~NNSVwnNw
iNr~RrcnNCE rnx RETURN
RESIDENT DECEDENT
~N~~~ i
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF
_ lUah~7 W• hell ov5-to-01053
(K mas wee r needed. N.ae aadtlon~l aneea a nb arras .fie)
REV-1510 EX+ (&96
COMMONNIFALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCIIEOYLi 6
INTER-VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
EsfTATE OF
Nancy W. Dell
Fltk NUMBER
2005-01053
T)Ik actledule mwt be o and likd if tlw answer b slry d queetlona 1 through 4 on the Iwreiae Nde o1 tlb F~W1800 COVER SHEET k vee.
ITEM DEt9CWPrlON OF PROPERLY
wcu~n~wv~artr~rlMae~,nae~Tlarwlooc~r,v~u
1rww1saFlawwecxraia~oorror oamrnassKSme.
OdATEOFDEATH
VALUE A38ET
%OFDECDB
MLFJiEST
t7(C1U910N
TAXABLE
VALUE
t ~ Certificate ~ 22,691.52 100 3,000.00 19,691.52
First Commonwealth Bat*l101001900008319
P.O. Box 400 Indiana, PA 15701.0400
Made joint 9/22/2005 Nancy W. Deti tN Joseph E. Deti, Jr. (son)
TOTAL (Also enter on line 7 Reppi411atiort) i I 19,691.52
(H more epaco to needed, Yroert sddNbnal wheels of the tesne cite)
REV-1511 El(+ (12-99)
fCN~ptILt M
COaAAAADNVMEALTH ~ rnvANU FUNERAL E)(PETl5E5 8r
Mg1ERRANCE TAx RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT'
Nancy W. Dell 2005-01053
Dsbb of dsesdsrN mwt ea nperNd on tiehsdrlN L
n'EM
NIR
~~
AMOUNT
A. FUNERAL EXPENSES:
~' Hoffman-Roth Funeral Home, Inc. 8,035.50
219 N. Harrotrer St.
Carlisle, PA 17013
Mayes Memorials I9rave marker e^9~n9) 600.00
P.O. Box 295
Lemont, PA 16851
B. ADMINISTRATIVE COSTS:
1. Personal RepreaeMadve's Carrsnisalons
Name of Peramai Representative(s)
Sor9al tiewrihr Nwn6er(sJIEIN of Personal RepreeeMative(s)
Street Address
~Y State Zqr
Year(s) Commission Paid:
2. Atianey Fees
3. Family Enemplion: (H decedent's address is nM the same as d~enfs, atlach e~aplenadon)
Claimant
Street Address
CNy State , ~
Reletiortatrip of Clasrunt to Decederd
4. Probate Fees 145.00
5. Aocoradard's Fees
B. Tax ism Preparer's Fees
7. Patriot News (legal notice) 135.30
Postage 10.58
TOTAL (Also enter on line 9, Recapitulation) I i 8,926.38
(H more epees is rasded, hroert addlbnal aYrsels d the same size)
REV-0512IX+(12-03)
scM~ouu~ ~
ca~orrvrFxTH of vealanraHN DEBTS C1F DECEDENyT,
ee19tRANCETAxgERNilr ~GAC7E ~ 8t LIENS'
DECa~FNr
ESTATE OF t~E NUMBER
Nancy W. Dell 2005-01053
Rspat dsbb berrred by tl» dsa/ak vrlor fo deMh which nsaehnd unpsld a d tlu dsls of dsNh, p~dudlip wwM~Auwd msdkN extraaes.
NUMBER
DESCRIPTION VALUE AT GATE
OF DEATH
t PPL (electrjc)
58.18
827 Hausman Rd. A~town, PA 18104-9392
2. Borough of Cartisle (watsrlaewer)
19.47
53 West Soulh St. Carlisle, PA 17013
3. Fehl Awning Company (awning rerravaUstorage) 71.89 ;
12 West Main St. Walnut Bolton, PA 17266
4, Sprint (Phone) 25.37
P.O. Box 740483 Cinannati, OH 452740463
5. AAA Finanaal Services (cxedit card) 642.40
P.O. Box 15026 Wilmington, DE 19850-5026
TOtAL (aso meter on tine 10, Recapitulation) i I 817.31
(x mare space a needed, Nwert edditiond shsefe of die same alas) . .
FZEV-1513 FJ(+ (g{p)
caaroN~veA~TH of ~NNSnvaNw
IMiERfTANCE TAX RETURN
RESIDENr DECEDENT
SCN~OtILE J
BENEFICIARIES
ESTATE t>f - -- FlLE NUMBER
Nancy W. Dell 2005-01063
REU TO DECEDENT AMOUNT OR SNARE
NUMBER NAME AND ADDRESS of PERSON(S) RECEMNG PROPERTY Do Nat LMt TnMtee(e) of ESTATE
1 TAXABLE (intdiMe ouldpM epoueel dieu, ertl trenders under
Sec. 9118 (e) (1.2)1
1 • Mary H. Kemrlec daughter One third residuary
3817 Sacramento Ave.
Santa Rosa, CA 85405
2• Joseph E. DeN, Jr. son One third residuary
225 S. Sixfh St.
Indiana, PA 15701
3• David A. Dell son One third residuary
101 S. Ridge Rd.
BoiNng Springs, PA 17007
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SNOVMN ABOVE ON LIDS 15 THROUGH 18, AS APPROPRUITE, ON REV-1500 COVER SPIFFY
II NON-TAXABLE DIS1R18UTION3:
A. SPOUSAL DISTRIBU110NS UNDER SECTION 9113 FOR YYHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL D131RIBUTIONS
TOTAL OF PART N -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more epeoa it needed, k~eeA additlorrel eheeb of 8N same tits)