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Home My WebLink About03-06-12 (2)1505610105 REV-1500Ex(oz-u)(FI) ~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number Bureau of Indfvfdual Taxes ~f~p~'~E~'~~~~NHERITANCE TAX RETURN ~ i l ~ --}y2'>-~ Po Box z8D6oi RESIDENT DECEDENT ~'~ ~", .. . , __ .., .,Q „~,,, ENTER DECEDENT INFORMATION BELOW MMDDYYYY Social Security Number Date of Death __. 201-07-4491 ~'~ 11 /26/2011 _ Suffix Decedent's Last Name - - Contino ._ _ _ (If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's Last Name _._ __ Date of Birth MMDDYYYY ~; 03/10/1923 Decedent's First Name MI '' John.... _ L 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 O 2. Supplemental Return O 3. Remainder Return (Date of Death ~ 1. Original Return Prior to 12-13-82) O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required O 4. Limited Estate death after 12-12-82) 8. Total Number of Safe Deposit Boxes (1~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O t1 • Aileen Schedule O)r Sec. 9113(A) Between 12-3t-91 and 1-1-95) ( CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX payOtRme Te ephone NumbleECTED TO: _ __ ___.__ Name _. _______ _ _ (717) 763-0712 Georgianna McArthur _ _ _ _ _ R OF WILLS USE QNLY REGISTE ,_~ First Line of Address - -- "_" ~ ~ . ~ ~ « "`0 '~r `--' _. _.. _ __ ---~ ~~-; I z-. 841 Kiehl Drive _ '^ , ~ ~ ~ _ _ _. . __ _- Second Line of Address --- - _ ___ _., . _.__ . _. 1 DATEi:FILED == _.. ;-n _ _ .. - State ZIP Code _ __~_ •• ~:" _ _.__ - City or Post Office i _ _ --- Z, ~n _. _ '~ PA ~ 17043 ~^ 'Lemoyne _ ~ L. _. Correspondent's a-mail address: eor iannamcarthur comcast.net Uns trues orrlecl andecompleteclDeclarationaof p epareeother thanrtthe personal rep esentati a Is based on alit ntforrmation of which preps emhas any knowledge.lief, SIGN RE OF PERSON RESPONSIBLE FOR FI I G TUR ~ :'^ R y ' } /~ ~ -- . / 03/05/2012 ADDRESS ~~ /~~'~ ~ J ) -~ DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS PLEASE USE ORIGINAL FORM ONLY 1505610105 Side 1 1505610105 1505610205 REV-1500 EX (FI) Decedent's Social Security Number 201-07-4491 Decedent's Name: ~Oht1 L COfltln0 RECAPITULATION __ _ _ 0.00 ........ 1. Real Estate (Schedule A) .................................... . 1. _ ___.. 0.00 2. Stocks and Bonds (Schedule B) ...................................... . 2. - __ _.,. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3 .. 0.00 4. Mortgages and Notes Receivable (Schedule D) .................... _ _ _ _. _ _ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. __ _ 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. _ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property O Separate Billing Requested...... .. 7. 61,000.00 (Schedule G) 61,000.00 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 9 $,663.25 .. ........... 9. Funeral Expenses and Administrative Costs (Schedule H) ...... .. . _.. 10 1,745.19 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. . .. _ 11 10,408. 11. Total Deductions (total Lines 9 and 10) .............................. . ... _ 12 50,591.56 ......... 12. Net Value of Estate (Line 8 minus Line 11) ................. . . ... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 an election to tax has not been made (Schedule J) ............ __ .._ _~ ____ 50,591.56 .......... 14. Net Value Subject to Tax (Line 12 minus Line 13) .......... . ...14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ _ _ _ ___ _ transfers under Sec. 9116 15. (a)(L2) X .0_ _.... __ _. _ . _ _ .. _ __ 16. Amount of Line 14 taxable 16 2,277.00 at lineal rate X .0 45 I _ _.. _ _. _ 17. Amount of Line 14 taxable 17 at sibling rate X .12 _ ..._ __ . _ . 18. Amount of Line 14 taxable 18 at collateral rate X .15 ___ __ _ _ _ _. 2,277.00 ...... ....19. 19. TAX DUE ............................................... __. O 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number John L Contino STREET ADDRESS 841 Kiehl Drive ciTY Lemoyne STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments 0.00 A. Prior Payments B. Discount 0.00 3. Interest 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. PA ~ 17043 (1) 2,277.00 Total Credits (A + B) (2) 0.00 (3) (4) (5) 2,277.00 Make check payable to: REGISTER OF WILLS, AGENT. .~ . , :, ~, o~.. , ..., a. ;. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: 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. 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. ra,;.~ , 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)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 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 [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)]. 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-1510 EX+ (OB-09) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN CFCinFNT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER ESTATE OF 2011-01322 John L Contino . _. ...., _ _ __ ._ __....~ ,..,e~.,,,.,~ , +h~~~~~t, a nn naoe three Df the REV-1500 is yes. li mute opa~c to nccuc.~~ ..~.. ~~-.•._.._. _..__-- - REV-1511 EX+ (10-09) ~ Pennsylvania ' DEPARTMENT OF REVENUE INHERITANCE TAX RETURN aFCmFNT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF John L Contino Decedent's debts must be reported on Schedule I. ITEM DEf NUMBER A. FUNERAL EXPENSES: 1' John W Keller Funeral Home FILE NUMBER 2011-01322 g, ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) Geor ianna McArthur Street Address 841 Kiehl Drive Lemo ne State PA zIP 17043 City Year(s) Commission Paid: 2012 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address State ZIP City Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 5,464.75 3,000.00 198.50 8,663.25 REV-1512 EX+ (12-08) Pennsylvania SCHEDULE I ^ DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS oFCin FN'f f1FfFDFNT ESTATE OF FILE NUMBER John L Contino 2011-01322 _ .... __, ~__ .~_ ~___~__. _.:,...., ae,.w tti~+ ~nrowtnod unpaid at the date of death, including unreimbursed medical expenses. If more space is neeaea, insert auuawuai ~iio=~~ ~~ ~,.~ ,~~••~ ,•-~•