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HomeMy WebLinkAbout03-23-12J 1505610105 REV-1500 °` t°~-13' ~~' L~ PA Department of Revenue OFFICIAL USE ONLY Penrtsylvanie Bureau of Individual Taxes Cotsl Code Year File Number °`"~"'~`"`°`~"""` ~' INHERITANCE TAX RETURN PO Box 2806oi Harrisburg, PA 1Yi28-0601 RESIDENT DECEDENT -~ ~ I c~ C~C~ / ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death MMDOYYYY Date of Birth MMDDYYYY 203-42-8357 08/26/2011 05/12/1951 Decedent's Last Name Sutfix Decedent's First Name MI Donovan Susan M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Donovan Michael S Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE 204-44-7513 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW OID 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-122) O 6. Decadent Died Testate O 7. Decedent Maintained a Living Trust 8. Totat Number of Safe Deposit Boxes (Attach Copy of Wili) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credft (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 Michael S. Donovan (484) 941-4286 First Line of Address 354 Elmhurst Dr. Second Line of Address City Or Post Office Chester Springs State ZIP Code PA 19425 REGISTER OF 1~LS USE ONLYr ~~ fi -'-'' T n °'! y _~.1 .. ~ ~ ~ • Cii : W ~ ; - ~r _ DATEFIL~j ,. cx corresponasnt's e-mail address: Safran104@hotmail.com Under penalties of perjury, I declare that I have examined this return, inducting accornpanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and .Declaration of preperer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT OF SIBLE FOR FILING RETURN DATE . r o` /3 as/z ADDRESS 3s'~{l c-z~V1N~~ ~Q. ~4~L`TZ S~QI1J~-r 1~~ , ~1 ~'~5 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE AUUKESS PLEA8E USE ORiGiNAL FORM ONLY Side 1 I,~, 1505610105 1505610105 J ~~ rr!C: F' ^ ~") _- [~ ,: '- Ly1 ~~ r?"1 `n Q `Tl .~ ;` J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: 203-42-8357 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 5,410.00 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. 1,000.00 6. Jointly Owned Properly (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 6,410.00 9. Funeral Expenses and Administrative Costs (Schedule H) .............. ..... 9. 6,975.27 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .......... ..... 10. 2,465.00 11. Total Deductions (total Lines 9 and 10) ............................ ..... 11. 9,440.27 i2. Net Value of Fatale (Line 8 minus Line 11) ......................... ..... 12. -3,030.27 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. -3,030.27 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 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 REV-1500 EX (FI) Page 3 Decedent's Complete Address: Flle Number ~ ~' ~ ~ "U` ~ ~~ DECEDENTS NAME Susan M. Donovan STREET ADDRESS 501 Lamp post Ln -- - rSTATE ZIP Camphill PA 17011 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 refired. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 0.00 (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING CIUESTIONS 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, benefds or care? ................................................................ ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideratan? ...................................... 3. Did decedent own an "in trust for" or payable-upon~eath 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 ANSVIIER 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 fur 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 decedents 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. Total Credits (A + B) (2) REV-t 503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCMEp1~LE B STOCKS & BONDS ESTATE OF _ ` r ~ ~ ~ FILE NUMBER ' 1 c'~ `~ 1~ ~ ~ _ ~ Cry ~ C~; J A ~, All property jolMly~owned with right of survlvaship must be dlacbsed on Schedule F. i (Ir Irbr~e space Is deeded, insert additional sheets of the same size) REV-1508 EX+ (u-IO) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDEHi SCEIEp11LE E CASH, BANK DEPOSITS 81t MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: SasA iJ +M, ~ ~ot.?oV~ poi ~ - o©v~ ~ Include the proceeds of litigation and the date the proceeds were received by the estate. Ail Property jointly owned with right of survivorship must be disclosed on Schedule F. lT more space is needed, use additional sheets of paper of the same size. REV-ISll EX+ ,16-09; Pennsylvania SCHEDULE H DEPARTMENT OF gEVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Susan M. Donovan 2012-00026 Decedent's debts must be reported on Schedule I. REM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Oswald Funeral & Cremation Services,lnc. 1,851.00 2 Pastor 75.00 3 Refreshments 297.00 B, 1 z. 3. 4. 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) _ Street Address City _. _ State ZIP Year(s) Commission Paid: Attorney Fees: Family Exemption: (If decedent's address is not the same as claimants, attach explanation.) Claimant Michael S. Donovan Street Address 354 Elmhurst Dr. - -- _ city _Chester Springs _ _ _ _ State _ PA ZIP 19425 Relationship of claimant to Decedent _HUSband __ address Chan~c a ~ost_fUneral Probate Fees: AcrountantFees: Tax Return Preparer Fees: 0.00 0.00 3,500.00 1,252.27 0.00 0.00 TOTAL (Also enter on Line 9, Recapitulation} I ~ 6,975.27 If more space is needed, use additional sheets of paper of the same size. Pennsylvania SCHEDULE I DEPARTMENT OF gEVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES 8t LIENS RESIDENT DECEDENT ESTATE OF FILE NUNBER -~ Report debts incurred by the decedent prior to death that remained unpaid at the date of death, induding unreimbursed medical expenses. ~~ ~- ~'1 t, t f; i w O c~ ~: ~~ C~~ ~~ oo~~ •z .~ ~~Z~ -~ ~~ SQQ1N0 r~c~ •dJ-- F l~ c~ ~ Z iYS ~T~~ U ._ ~ 3 :~ 7 s (") 0 r- N~ ~> o S ~ ~ o N M O W w H Z N J ~ _° 1~ 7 O 3 c° p `'' ~ . n ~ n°. d `~ J V n[c~ ~ V ,~`'` ~~