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Home My WebLink About01-25-121505610105 -REV-1500 °"°'-11"~''~1 PA Department of Revenue Pennsylvania Bureau of Individual Taxes a.~~~M~.E~.~ PO BOX z8D6ot INHERITANCE TAX RETURN Harrtsbura. PA 17128-o6ot RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 204-03-9308 ',08/22!2011 ___ _. Decedent's Last Name Wennch _.. (If Applleable) Enter Surviving Spouse's Information Below Spouse's Last Name _. . Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ i. Original Return OFFICIAL USE ONLY County Code Year File Number MMDDYYW Date of Birth MMDDYYW :07/14/1918 Suffix Decedent's First Name MI Ethel A Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (data of O 5. Federal Estate Tax Return Requ(red death after 12-12-82) O 6. Decedent Died Testate 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 O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9tt3(A) Between t2-31-91 and 1.1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTH)N MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number w Michael A. Scherer, Esq (717) 249-687 ^~ REGISTER SE Ofi{'C First Lme of Address _... __ , ~ {-~ ~ i Baric Scherer LLC ~ _' ~ ~ Second Lina of Address ,-.._. _._.._ _......m _- - - _ _ ~ _ - _ _... ___. -_. _ -.,._....., ~~ ~ ~'~. ' 19 West South Street City or Post Office Carlisle Correspondent's e-mail address: .corn Under penalties of per)ury, I dedere that I have examined thisretum, including accompanying schedules and statements, and to the best oT my knowledge and belief, it is true, correct and complete. Dedaretlon of preparer other than the personal representative is based on all infortnatlon of which preperer has any knowledge. SIGNATURE OF PF.ItSON12ESPONSIQI.E FOR FILING RETURN DATE ~ 13 Chestnut Street, Mt. Holly Springs, PA 17065 SIGN {3E PREP~ARE~t j1THF,R THAN REPRESENTATIVE ~ ~ o~E 19 West South Street;:Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY 15056101D5 State ZIP Code ' ~""- PA ~:, ;17013 Side 1 1505610105 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Ethel A. Weaver STREETADDRESS 34 North Baltimore Avenue, Apt. 2 CITY STATE ZIP Mt. Holly Springs PA 17065 Tax Payments and Credits: 2. Tax Due (Page 2, Line 19) Credits/Payments A. Prior Payments _ B. Discount 3. Interest Total Credits (A + B) (2) (3) 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. (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. ~~ , L.. 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 property transferred .......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income ............................................ ^ c. retain a reversionary interest .............................................................................................................................. ^ d. receNe 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 "intrust fob' 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 propeAy, 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. J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Dacedenes Name: Ethel A. Wenrich ''.204-03-9308 RECAPRULATION __ __, 1. Real Estate (Schedule A) ............................................. 1. 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. p P v ( ) 5,696.27 5. Cash, Bank De osits and Miscellaneous Personal Pro ert Schedule E ....... 5. ~~~„ ~- 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. ' 3,163.37 ', 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. 8,859.64 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. 11. Total Deductions (total Llnes 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been made (Schedule J) ........................ 13. 10,480.12 10,480.12 (1,620.48 14. Net Value SubJect to Taz (Line 12 minus Line 13) ................... ..... 14. ! (1,620.48 TAX CALCULATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or .. transfers under Sec. 9116 ___ _ 18. Amount of Line 14 taxable ~~~~ ~ ~~~~~~~~~~ ~~ ~~~~~~~~~ -~~~~~~_--~~ 0 00 at lineal rate X .0 ~ . 16 17. Amount of Line 14 taxable ~--- - -~----__ _.__ _W _ .__ at sibling rate X .12 17. ~~~ ~--~~~ ~~-~ 18. Amount of Lfne 14 taxable ' at collateral rate X .15 18. I. 19. TAX DUE .................................................... .....19.' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O aide 2 L 1505610205 1505610205 REV-iSoaEX+(11-io) pennsylvania YJ DEPARTMENT Of REVENUE INHERrrANCE TAX RETURN RESIDENT DECEDENT SCNEpULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Ethel A. Wenrich Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIP170N OF DEATH 1. Comcast Cable Refund 38.75 2, Highmark Refund 432.52 3. Cash in possession of Carol Weaver 5,000.00 4, Personal property-estimated yard sale value 225.00 TOTAL (Also enter on Line 5, Recapitulation) ; 5,696.27 If more space is needed, use additional sheets of paper of the same size. REV-i5o9 EX+ (01-30) pennsytvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCMiptlLE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Ethel A. Wenrich if an asset became jointty owned within one Year of the decedent's date of death, it must ba roported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• Carol A. Weaver 13 Chesnut Street daughter Mt. Holly Springs, Pennsylvania 17065 e. C. JOINTLY OWNED PROPERTY: ITEM NUMBER ~R FOR JOINT TENANT OAiE MADE JOINT DESCRIPTION OF PRODERTY INCLUDE NAME OF F[NANCULL INSTITUnON AND BANK ACCOUNT NUMBER OR SIMILAR iDFNTIFYING NUMBER. ATTACH DEED FOR JOINTLY HEIR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE DF DEfFDEHTS INTEREST 1. A. 10112f95 M & T Checking Acct. No. 1283663 6,326.74 50 3,163.37 TOTAL (Also enter on Line 6, Recapitulation) I $ 3,163.37 If more space is needed, use additional sheets of paper of the same size. REV-1521 EX+ (10.09) ~pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND 1NHERTEANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Ethel A. Wenrich Decedent's debts must 6a reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1' Hollinger Funeral Home 9,218.13 Luncheon 629.38 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) CDmmisslon Paid: 2. Attorney Fees: ---'-- 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant fees: 6. Tax Return Preparer Fees: ~, Metropolitan Edison......... 32.61 TOTAL (Also enter on Line 9, Recapitulation) #'_', 10,480.12 If more space Is needed, use additional sheets of paper of the same size. REV-1513 EX+ (OS-10} Pennsylvania SCHEDULE ~ DEPARTMENT ~f REVENUE iNHERiTANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ethel A. Wenrich RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec, 9116 (a) (1,2).] 1• Carol Weaver, 13 Chestnut Street, Mt. Holly Springs, PA 17065 daughter 1/4 2. Harold Wenrich, 306 Gibbons Road, Northumberland, PA 17857 !son 1/4 3. David Wenrich, 3 Emerald Circle, Carlisle, PA 17013 son 1/4 4. Joan Schrawder, 250 Union Street, Sunbury, PA 17801 daughter 1/4 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: L B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL HON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ y If more space is needed, use additional sheets of paper of the same size.