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Home My WebLink About02-09-12 1505611180 -~ REV-1500 ~ 102_,,, (FI, Pennsylvania OFFICIAL USE ONLY PA Department of Revenue DEPARTMENT OF REVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 28°601 Hamsburg, PA 17128-0601 RESIDENT DECEDENT 21-11-0237 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 163-16-4732 01062011 08141918 Decedent's Last Name Suffix Decedent's First Name MI MILLER RUTH M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW Ox 1. Original Retum 0 4. Limited Estate ® 6. Decedent Died Testate (Attach Copy of Will) 0 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Q 2. Supplemental Retum Q 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 0 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number STEPHEN D. TILEY 717-243-5838 First Line of Address 5 SOUTH HANOVER STREE Second Line of Address City or Post Office CARLIILE - State ZIP Code PA 17013 0 3. Remainder Retum (Date of Death Prior to 12-13-82) Q 5. Federal Estate Tax Retum Required 0 8. Total Number of Safe Deposit Boxes Q 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) 1 REGISTER EIF.)WILLS USE Y ~ r°.. 'y ~7 'Tt -,~- t-n t ~~ J) ~ lL~ . a~:? ~ ~-~ n _. _ f= -,p IV LL --t D/~E FILED ~~ rt~ c.'t Correspondent's a-mail address: Under penalties of pe ~ declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct a compl te. DeGardtion of preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATURE OF PERSO RESPONSrRr R F INl: riFTl IRN - ___ ADDRESS JANE L. LEIN 1805 LONGS GAP ROAD CARLISLE PA 17013 SIGNAT/~,~ O~~,T,//H~~ER T/HA~N ~R~P ESENTATIVE ATE / '~~ '/C7 v ~ " ; c~ ~ C~ / ADDRESS STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLSLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L, 1505611180 1505611180 J ~~ J REV-1500 EX (FI) Decedent's Name: RUTH M M I L L E R RECAPITULATION 1505611280 Decedent's Social Security Number 163-16-4732 1. Real Estate (Schedule A) ........................................ . 1. NON E 2. Stocks and Bonds (Schedule B) ................................... . 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . 3. NON E 4. Mortgages and Notes Receivable (Schedule D) ....................... . 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 8 2 91 , 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested ...... . 6. NON E 7. Inter-Vivos Transfers l;< Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ...... . 7. NON E 8. Total Gross Assets (total Lines 1 through 7) 8 8 2 91 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ............ .... 9. 8 O 8 9 . O O 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........ .... 10. 2 O 2 , 0 O 11. Total Deductions (total Lines 9 and 10) .......................... ... 11. 8 2 91.0 0 12. Net Value of Estate (Line 8 minus Line 11) ........................ ... 12. 0 , 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. .... 13. 0 , O 0 14. Net Value Subiect to Tax (Line 12 minus Line 13) 14 0 Q 0 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 15. O.O O 16. Amount of Line 14 taxable at lineal rate X .0 4 5 16. 0. 0 0 17. Amount of line 14 taxable at sibling rate X . 12 17. O . 0 O 18. Amount of Line 14 taxable at collateral rate X . 15 18. 0. 0 0 19. TAX DUE .................................................... ... 19. 0 . 0 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 `,~. 1505611280 1505611280 REV-1500 EX (FI) Page 3 File Number 163-16-4732 Decedent's Complete Address: 21-11-0237 DECEDENTS NAME RUTH M MILLER STREET ADDRESS 1805 LONGS GAP ROAD CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest Total Credits (A + B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (1) o.oo (2) 0.00 (3) (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 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: f ed f th rt t i Yes ^ No ................................................................................. rans err ncome o e prope y a. retain the use or ...... 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. 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 decedent's lineal beneficiaries is 4.5 percent, except as noted in p2 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)]. 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-1508 EX+(11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Miller Ruth M. 21-11-0237 Include the proceeds of litigation and the date the proceeds were received by the estate. If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address ESTATE OF FILE NUMBER Miller Ruth M. 21-11-0237 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Funeral Luncheon 1,115 B. 1 City Years} Commission Paid: 2. 3. 4. 5. 6. 7. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS State ZIP Attorney Fees: Frey & Tlley Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Frey 8~ Tiley Tax Return Preparer Fees: Frey & Tiley Short Certificate to Register of Wills 8. Register of Wils -Filing Fee for Inheritance Tax Return 9. Register of Wills -Filing Fee for Family Settlement Agreement 10. Commonwealth of Pennsylvania -Estate Recovery Program ZIP 93 4 15 20 4,342 TOTAL (Also enter on Line 9, Recapitulation) ~ $ If more space is needed, use additional sheets of paper of the same size. 2, 500 REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER MiNer Ruth M. 21-11-0237 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. LAST WILL AND TESTAMENT I ~ RUTH M;~ IL,~ L~R._ of the Township of North Union, County of Schuylkill, and State of Pennsylvania, do hereby make my Last Will and Testament, and revoke all Wills by me at any time heretofore made. ~S : I direct the payment out of my estate of the expenses of my illness and funeral. ~ All the rest, residue and remainder of my estate, real, personal or mixed, I give, devise and bequeath to my husband, ~~L•7pM H, MTT.T.E•R~h1S heirs and assigns, conditioned, however, that in the event of his death in my lifetime, or in the event of his death within a period of thirty (30) days after my death, the said devise and bequest of residue shall lapse or be divested and in either event I then give, devise and bequeath the residue of my estate in equal one-half (~) shares to my daughter, yI~NE Ord MARTZ . and my son, THOMAS W. M~ In the event my daughter, JANE L. MARTZ. predeceases me, I then give, devise and bequeath her one-half (}) share to her children, namely, RELLIE~DIGAN and SHAWN DUNNIGAN. In the event my son, THOMAS W.. MI~LER~ predeceases me, I then give, devise and bequeath his one-half (~) share to his children, namely, y`,ASON MILLE~ and BRODIE MILLER. I declare it to be my intention that should my husband, WILLIAM H. MILLER. be living at the expiration of thirty (30) days from the date of my death, the estate hereby devised and bequeathed to him shall vest in him absolutely. c.r THIRD: I nominate, constitute and appoint my husband, WILLIAM H. MILLER, Executor of this my Will and I direct that he shall not be required to enter security in any jurisdiction in which he may act. In the event of the death of my husband, WILLIAM H. MILLER, in my lifetime, or in the event of his death within a period of thirty (30) days after my death, I then nominate, constitute and appoint my daughter, JANE L. MARTZ, and my son, THOMAS W. MILLER. Executors of s my Will and I also direct that they shall not be required to enter security in any jurisdiction in which they may act. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, which consists of two (2) pages, to each of which I have affixed my signature this ,3.~.~- day of December, 1991. (SEAL) Signed, sealed, published and declared by RUT M~ MILLET the above named testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. (~] -~--~ ~~~~~~. ~,~_„~ P_ ~- ~;~~ ~.~