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Home My WebLink About03-30-12 (2)15D561D143 REV~1500 Ext°'-'°' OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes ceRaeTMENr of REVENUE PO 80X.280601 INHERITANCE TAX RETURN 21 11 0581 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 04 28 2011 02 06 1927 Decedent's Last Name KONSKO Suffix Decedent's First Name ROBERTA (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI I MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1, Original Return ~ 2. Supplemental Return ~ g. Remainder Return (date of death prior to 12-13-82) ~~ 4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required lrlafw of rlawfh affwr 1~-1 ~-A~1 ,~ B Decedent Died Testate ~ ~ Decade t Maintained a Living Trust g, Total Number of Safe Deposit Boxes ~ n ~ (Attach Copy of Will) (Attach ~opy of Trust) g, Litigation Proceeds Received ~ 10. b~tweenl2 3i ~~e ditt(datse5~f death ~ 11 Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MICHAEL L BANGS 717 730 7310~_a First line of address 429 SOUTH 18'"~H STREET Second line of address City or Post Office CAMP HILL State ZIP Code PA .- REGISTE a ILLS US~JNL1Fr.- ~~r ~ c , . ~CI~)x ~ F.. ~,:. - . - av ~ ~,.t DATE FILED ~' => ~ -l ';=; _r, tCT-i Correspondent's a-mail address: Under penalties of perjury, I declpre that 1 have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. eGaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. ADDRESS Robert D. Firkal 3/29/ r.. 699 Carbon Avenue,iHarrisburg,_PA 17111 SIGNATURE OF PREPARER OTHE TJ;IIy~I REPRESENTATIVE DATE Michael L. Bangs 429 South 18th Strut, Caml 15D56~D143 Hill. PA Side 1 15D561D143 150561D243 REV-1500 EX DecedenTsName: KOnSkO, Roberta I. Decedent's Social Security Number 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 & Notes Receivable (Schedule D) ...................................................... .. 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 7. Inter-Vivos Transfers' & Miscellaneous -Probate Property ~ Separate Billing Requested........... (Schedule G) . 7. 2 , 315.68 8. Total Gross Assets',(total Lines 1-7) ................................................................... .. 8. 2 , 315.68 9. Funeral Expenses & 14dministrative Costs (Schedule H) ...................................... . 9. 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ............................. . 10. 11. Total Deductions (tgtal Lines 9 & 10) .................................................................. . 11. 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12, 2 , 315.68 13. Charitable and Goverlnmental Bequests/Sec 9113 Trusts for which an election to tax hasp not been made (Schedule J) ............................................... 13. 14. Net Value Subject tq Tax (Line 12 minus Line 13) .............................................. . 14. 2 , 315.68 TAX COMPUTATION - SSE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 tatcable at the spousal tax rats, or transfers under Sec. X116 (a)(1.2) X .00 15. 0.00 16. Amount of Line 14 taxable 16 0 0 0 at lineal rate X .045 . . 17. Amount of Line l4ta~able 578.92 at sibling rate X .12 17. 69.47 18. Amount of Line 14 taxable at collateral rate X .1$ 1, 7 3 6. 7 6 1 s. 2 6 0.51 19. Tax Due ................................................................................................................. . 19. 32 9.98 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 ^ 15D561D243 15D5610243 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0581 DECEDENT'S NAME Konsko, Roberta I. STREET ADDRESS 824 Lisburn Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credit: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount (1) Total Credits (A + B) (2) 3. Interest 4, If Line 2 is greater than Line 1 ~ Line 3, enter the difference. This is the OVERPAYMENT. Chick box on Page 2 Line 20 to request a refund 5, If Line 1 + Line 3 is greater thain Line 2, enter the difference. This is the TAX DUE. Check Payable to: REGISTER OF (3) (4) (5) AGENT. 329.98 1.68 331.66 PLEASE ANSWER TIRE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the fuse or income of the property transferred :............................................................................... ^ 0 b. retain the bight to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a r~'versionary interest; or ............................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 0 2 recemn oaderre~ld after December 12, 1982, did decedent transfer property within one year of death without ^ ^ .. g q late consideration? .................................................................................................................... x 3. Did decedent ouNn an "in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Dontams a bene~n an Individual Retirement Account, annuity, or other non-probate property which h'ICiary designation? .................................................................................................................. ~ ^ IF THE ANSWER TO ANY OF TH~ 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 Janujary 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 tatute 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 st~ll applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July X11, 2000: • The tax rate imposed on the ne 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 ne14 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 1.2) [72 P.S. §9,M 16 (a) (1 )l. . 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)]. A sibling 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 FJ(+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Konsko, oberta I. 21-11-0581 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 ~~OVER SHEET is yes. ITEM NUMBER THE DATE OF TROANSFE ESCRIPTION OF PROPERTY SATTACH A COPY OF TIRE DEIED FOOREREAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S IN'iEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Series EE Savings Bonds -See valuation attached; 2,315.68 100.000% 2,315.68 these savings bonds were transferred to Martin Butler within one year bf Decedent's date of death (4/4/11). TOTAL (Also eater on Line 7, Recapitulation) I 2,315.68 pf more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1513 EX+I~~-0B) SCHEDULE J COM IN~NES D~~ECEO€N~rR"ANIA BENEFICIARIES ESTATE OF FILE NUMBER Konsko. Roberta I. 21-11-0581 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERS N(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DIST IBUTIONS [include outright spousal ~ distributions, and transfers under Sec. 9116 a 1.2 See attached schedule Total 2,315.68 Enter dollar amo 'nts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet as a r o riate. NON-TAXABLE ISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ~NTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Roberta I. Konsko 04/2$/2011 202-20-8183 Item Name and Addrelss of Person(s) Share of Estate Amount of Estate Number Receiving Propelrty Relationship (Words) ($$$) 1 Marion Bogosh Sister 25% of residue 578.92 10 Bogosh Lane Tamaqua, PA 18$52 2 Theodore Bogosh III Nephew 9% of residue 208.41 10 Bogosh Lane Tamaqua, PA 18252 3 Martin F. Butler Friend 23% of residue 532.61 407 E. Marble Street Mechanicsburg, f~A 17055 4 Robert Frank Nephew 10% of residue 231.57 5209 Shore View brive Lake Shore Estates Concord, NC 28x25 5 Joan Haldeman Niece 6% of residue 138.94 337 Penn Street Tamaqua, PA 18252 6 Betty Bogosh Rerhninger Niece 9% of residue 208.41 Post Office Box 4192 139 Market Street Auburn, PA 17922-0492 7 Barry Stahler, Jr. Grand Nephew 1/3 of 5% residue 38.59 25 North Railroad) Street Apt. 2 Tamaqua, PA 18$52-1340 8 Dale Stahler Nephew 6% of residue 138.94 217 Penn Street Tamaqua, PA 1852 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Roberta I. Konsko 04/2>~/2011 202-20-8183 Item Name and Addrelss of Person(s) Share of Estate Amount of Estate Number Receiving Propgrty Relationship (Words) ($$$) 9 Matthew Stahler Grand Nephew 1/3 of 5% residue 38.59 121 Ben Tidus Rc1ad Stillcreek, PA 18152 10 Ronald Stahler Nephew 7% of residue 162.10 317 Penn Street Tamaqua, PA 18152 11 Scott Stahler Grand Nephew 1/3 of 5% residue 38.60 34 W. Phillips Street Coaldale, PA 18218 Total 2.315.68 2 C 7 m Q .D N cn fD O .~ ~3 *cnD Q~~ a ~ > > ~ aaa d N Cn y !i CI ~ 3 M C/1 ~ ~ 1 n~.~,0 fll fD fD N ~ N N ~ ma$oa ~ mm~ o mmo m~ ~ m C)'' ~ y N 7 i y N ~ 7 O' cp W ~ ~. d (D ap,~~ l d_. _,N N M ~ ~ ~ y ~ ~ O N ~ 1 ~ 2m m m 2 ~ a Qv ~Zg, o~~m aa~i -~Q c0 ~'~ co ~ m '; coy aX', .O N ~ a Z O ~ . ] ~ O ~ ! 5 ~„ ~ a '~ 3~m~' ~ ~ ~ .. 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