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Home My WebLink About03-07-12 (2)1505611180 REV-1500 ~ (02-tt) (Fp OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year Ffle Number ooraneHrac-venue Buroau of IndivWual Taxes INHERITANCE TAX RETURN ~ ~ '~ ~' ~ /~ Po sox zeoeol `7 Harriadxc PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMODYYYY Date of Birth MMDDYYYY 186-16-6663 11212011 09301923 Decedent's Last Name Suffix Decedent's First Name MI SEARS LEE B (If Appifeabls) 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 THEW. REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Rstum ® 2. Supplemental Retum 0 3. Remainder Retum (Dab of Death Priorb 12-13.82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of Q 5. Federal Estab Tax Retum Required death after 12-12-82) Q 8. Decadent Dktd Testate 0 7. Decedent Maintained a living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Wily (Attach Copy of Trust) 9. Litlgatbn Proceeds Received Q 10. Spousal Poverty Credit (Date of Death 0 11. Election to Tax under Sec. 9113(A) Between 1231-91 and 1-1-95) (Attach Schedule O) CORREtN'ONDENT -TENS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFNNeNTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Teleptlone Number ROBERT G. FREY 7172435838 REGISTER OF WILLS USE ONLY First Line of Address 5 S HANOVER ST Second Line of Address ru ate. City or Post Office State ZIP Code ~~ ~-} r; CARLISLE PA 17013 ~~ ". 2~ ~ N Cornspondertt'a e-mail address: R F R E Y a F R E Y T I L E Y. C O M '^` `~';' ~~ Under penaltles of perjury, I dectaro that 1 have examined this rotum, including accompanying schedules and stabrnents, and to the best of my knowledge and belief k is true correct and can - DealaratWn nt rer otlter than the nal tNe is based on all iMomtatbn of which arer has a knowled e. 51 OF PERSON R~sPOy~.E FOR FILING RETURN DATE ~.. ~.Y~1/.~_~.on.. 02/02/12 W. ARLISLE_ PA DATE ADDRESS 5 SOUTH HANOVER ST CARLIS PA 17013 P E USE ORIGINAL FORM ONLY Side 1 1505611180 1505611180 1505611280 REV-1500 EX (FI) DecedenPs Social Security Number oecedentsName: LEE B SEARS 186-16-6663 RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1. N 0 N E 2. stocks and Bonda (schedule B) .................................... 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedub C) ... 3. NON E 4. Mortgages and Notes Receivable (Schedub D) ........................ 4. NON E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 8 0 6 • 0 0 8. Jointly Owned Property (Schedule F) Separate Billing Requested ...... . 6. NON E 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Properly (Schedule G) Separate Billing Requested ...... . 7. NON E 8 Total Gross Aswts (total Lines 1 through 7) ... ....... ... 8. 8 0 6 . 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. N 0 N E 10. Debts of Decedent, Mortgage Liabilkies and Liens (Schedule I) ........... . 10. NON E 11. Total Deductions (total Lines 9 and 10) ............................ . 11. 0 • 0 0 12. Nst Valw of Estate (Line 8 minus Line 11) .......................... . 12. 8 D 6 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 0 0 0 an election to tax has not been made (Schedule J) ..................... . 13. • 14 Nst Valor Sublect to Tax (Line 12 minus Line 13) ... .. ........ . 14. 8 0 6 • 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or Vansfers under Sec. 9118 (aK1.2)X.0 ~ 15. 0.00 16. Amount of Line 14 taxable atunealratex.o 45 806.D0 18. 36.27 17. Amount of Line 14 taxable at sibling rate X . 12 17. 0 . D D 18. Amount of Line 14 taxable at collateral rate X .15 18. 0 . D 0 19. TAX DUE ...................................................... . 19. 3 6 . 2 7 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611280 1505611.280 REV•t500 FX (FI) Pepe 3 File Number 186-16-6663 rlarladenYs Cemelete Address: DECEDENT'S NAME LEE B SEARS STREET ADDRESS 61 WEST OAKWOOD DRIVE CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 36.27 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 0.00 3. Interest (3) 4. If Une 2 is greater than Line 1 + Line 3, enter the d'Ifference. This is the OVERPAYMENT. Fili in pox on Page 2, Line ZO to roquest a rotund. (4) 0.00 5. If Line 1 + Line 3 is greater tllan Line 2, enter the difference. This is the TAX DUE (5) 36.27 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 d rt t Yes ^ No ............................................................................ rans arre y a. retain the use or income of the prope ........... 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 Iffe of either payments, benefits or care? ........................................................ ........... ^ ^ 2. If death occurted after Dec. 12, 1982, did decedent transfer property within one year of death ti ? id ® ^ ............................................................................................... on era without rocenring adequate cons ........... 3. Did decadent own an in Vast for" or payable-upon-0eath bank account or security at h~ or her death? .. .......... ^ 4. Did decadent own an individual retirement account, annuity or other non-probate property, which ^ contains a benefldary designation7 .......................................................................................................... .......... IF THE ANSYYER TO ANY OF THE ABOVE DUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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. §9118 (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. §9118 (a) (1.1) (fl)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and flling a tax return aro atlll applicable even 'rf the surviving spouse is the only benefldary. 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 youirg~ at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent CM P.S. §9116(ax1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal henefidaries is 4.5 percent, except as noted in (72 P.S. §9116(a)(1)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 perc~t [72 P.S. §8116(ax1.3)]. A sibling fa defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-f 508 Ex+ ~~ t-toy Pennsylvania DEPARTMENT Of REVENUE MNERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY ESTATE OF: FILE Indude die proceeds of lidgatlon and the date the proceeds were received by the estate.' If more space is needed, use addldonal sheets of paper of the same size.