The URL can be used to link to this page

Home My WebLink About03-21-12 (2)J 1505610105 REV-1500 Ex t°=_l,> tFt, PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes ~E..~ -E„~~ jNHERITANCE TAX RETURN County Code Year File Number PO 80X z8o6oi i~ 11 ~ I ' ~ ~~ Harrisburg, PA 19128-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYW Date of Birth MMDDYYYY 206-22-7488 ' 04/06/2010 03/09/1912 Decedent's Last Name Suffix Decedent's First Name MI ORD JOHN A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ORD SARAH FILL IN APPROPRIATE OVALS BELOW OD 1. Original Return 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 (date of O 5. Federal Estate Tax Return Required death after 12-12-82) Op 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 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. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Jean S. Doptis (571) 332-6283 First Line of Address 802 Coan Haven Road Second line of Address City or Post Office.. State ZIP Code Lottsburg PA 22511 Correspondents a-mail address: SBndle.doptlS@Verizon.net REGIST~OF WILLS U ~. NLY ra O ' _, 7r ~~~ C 3 ~ r- ra r U , r ~ <- ~~ ~ "DA'~,yFILED N ~,. . Under pen re have exa fined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it ' ,correct nd ete. 'o .of~re rer o an he personal representative is based on all information of which preparer has any knowledge. S NATURE O P O ESP E FO fNG U DATE - 03/17/2012 802 Coan Haven Road, Lottsburg, VA 22511-2653 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY ,~.~, -r-~ -rc Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: 206-22-7488 RECAPITULATION 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. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 2,946.76 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 864,487.25 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 867,434.01 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 90.50 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 90.50 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 867,343.51 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 867,343.51 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 .o_ 867,343.51 15 0.00 16. Amount of Line 14 taxable at lineal rate X .0 _ 16 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable - at collateral rate X .15 18 19. TAX DUE ....................................................... ..19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments ____ _ __ ---- - ------------- B. Discount 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. (1) 0.00 Total Credits (A + B) (2) (3) (4) (5) 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: 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. 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" orpayable-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 [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-iso8 EX+ (u-io) Pennsylvania DEPARTMENT OF REVENUE INNERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: John A. Ord, aka John Allyn Ord FILE NUMBER: 2011-01366 Include the proceeds of litigation and the date the proceeds were received by 'the estate, All property jointly owned with right of cu niivnre6in M~~!* Lo dia.wlwwwJ w- c-L. J..1. n ., ~~~„~~ ~No~~ IJ IICCUCU~ use aaDiTionai sneers or paper of the same size. REV-1510 EX+ (08-09) j ~ "'~ Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT G~71AIC Yf PILE NUMBER John A. Ord, aka John Allyn Ord 2011-01366 This schedule must be completed and filed if the ancwa~ r~ a,,,, nF ,,,,ems«;,...~ , ~~.__.._~ . __ _ .. _ .. _ _ •~ ~••~~ ~ °P°~= ~~ ~~__~_~, ~~= cuuRiunai sneeTS Dr paper DT the same size. REV-1511 Ex+ (20-09) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John A. Ord, aka John Allyn Ord ITEM NUMBER _ A• FUNERAL EXPENSES: 1. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be reported on Schedule I. DESCRIPTION FILE NUMBER 2011-01366 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s)- Street Address City .- - -- --- - - - - -- - - -------- - -- ....._..... State ..__ -- -ZIP Year(s) Commission Paid: Z• 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: S• Accountant Fees: 6• Tax Retum Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) ~ If more space is needed, use additional sheets of paper of the same size. 90.50 90.50 REV-1513 EX+ (Oi-10) ~~ ° Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERrrANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: John A. Ord, aka John All n Ord 2011-01366 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RE o NotSList Trustee(s)NT AMOOF ESTATE ARE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Sarah L. Ord, 20 Delfae Road #39, Warsaw, VA 22572 Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 CO'dER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN; 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, use additional sheets of paper of the same size. ~~ t C~ c.~ _, i-L: _ , -__- E ~_. ... . . ~iy ?, i~- _ _ ~(~ h, _~ ti ~ C '~- C~ C.; O CJ f,, ~ ~ ~ Q U u~.: ~~~{{ N V m ..` ~ ,~,~ ~ m .~~ `^ m o -~-~- N _ -_ ~, -- '~~~ ru „~ o _ -~~ ----- o o ~~. o ~~ o ~~~ O ~l.i .~~~ ~' ~~~ a _~ ~~ ~ ~~ O ~, _~ ~ N ~ N ~~ ~ ~ 0 U 0~0 ,.-7 ti M ~ 0 3 °'~,- tea- O ~ .~ ~" _ L ~ O ~ ~ ~ ~ ~; o U ~ cG U ~--U= ~, ~_~.,_ ~.