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Home My WebLink About06-06-12 (2) J 1505610101 REV-1500 OFFICIAL USE ONLY PA Department of Revenue pennsytvania Bureau of Individual Taxes County Cade Year File Number PO BOx z8o6at ~ INHERITANCE TAX RETURN Harrisburg, PA tyi28-o6ot RESIDENT DECEDENT `~, ~ ~ ~ ~ U~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 08/28/2011 Decedent's Last Name YOHN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Lasi Name MMDDYVYY Date of Birth MMDDYYYY 01 /07/1930 Suffix Decedent's Firs[ Name MARY Suffz Spouse's First Name MI MI Spouse's Social Security Number THIS RETURN MUST BE FILE D IN DUPLI4""ATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW (b 1. Original Return 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) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 S. Total Number of Safe De~it Boxes (Attach Copy of Will) (Attach Copy of Trust) ti O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (tlate of tleath between 12-31-91 and 1-1-95) O 11. Electionnder Se13(A (Attach r CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION Name Daytime Telr BRIDGET M. WHITLEY, ESQ (717) 23~ First line of address 17 S. 2nd Street Second line of address Sixth Floor City or Post Office Harrisburg State ZIP Code PA 171v ~ .. .~:. 'O ~i`~ r.. TILL ------------TTTTTT~r1~~~r ' -----5 US LY~ ~. W IIh DATE FILED correspondents a-mail address: brnw@skarlatoszonarich.com Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, antl to the best of my knowledge and belief, i[ is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Jo Churliislf, 329 Sherwood Drive, Carlisle, PA 17015 JR50F PREPARER OTHER TFlIW REPRESENTATIVE Z/ HUUKtJJ V Bridget M. Whitley, Esquire, 17 S. 2nd Street, 6th Floor, Harrisburg, PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 J J 1505610105 REV-1500 EX Decedent's Social Security Number Decedenes Name: MARY YOHN RECAPITULATION 1 0.00 1. Reai Estate (Schedule A)...... _ ....... . 2 0.00 2. ................ Stocks and Bonds (Schedule B) ............... ..... . .. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ..... ........ .. 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 0.00 6. Jointly Owned Property (Schedule F) O Separate Billinq Requested .... .. 6. 0.00 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property 0 00 (Schedule G) O Separate Billing Requested...... .. 7. . 6. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 0.00 9. Funeral Expenses and Administrative Costs (Schedule H)..... _ .......... .. 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ...... ..... .. 10. 11. Total Deductions (total Lines 9 and 10)....... _ . _ .. ............... .. it. 12. Net Value of Estate (Line 8 minus line 11) ............................ .. 12 0.00 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 lax (Line 12 minus Line 13) ...................... .. 14. 0.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0 00 (a)(1.2) X .0_ 15. . 16. Amount of Line 14 taxable 0 00 00 0 . at lineal rate X .0 45 16. . 17. Amount of Line 14 taxable 00 0 at sibling rate X 12 17. . 16. Amount of Line 14 taxable 0.00 at collateral rate X .15 18. 0.00 19. .....,...... ............................... TAX DUE . ......... ... 19, 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610105 O Side 2 1505610105 J • REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME MARY YOHN STREET ADDRESS 331 Sherwood Drive Cumberland County CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments 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. o.oo Total Credits (A+ B) (2) (3) (4) (5) 0.00 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 :.................._.__._....,............__.__......,........___... _.... .._.. ^ ^x b. retain the right to designate who shall use the propedy transferred or its income{ .............._..........,........... ___ ^ c. retain a reversionary interest; or ................................................................................_................._.............,. ...... ^ 0 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? ......_ ...................... K 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her deattt?._.._. ,..... ^ ^x 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ......................._............,................._._................._....._...............__...__.. ...... ^ 0 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 tran>fers 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 fling 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 naiural parent, an adaptive 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 PS. §9116(1.2) (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 defned, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Pennsylvania SCHEDULE E oEenRrmENr or REVENUE CASH, BANK DEPOSITS & MISC. cNRERIrn"cE T^x aETUR" PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARY YO HN 21-11-1093 Include [he proceeds of litigation and the date the proceeds were received by [he estate_ c If more space is needed, use additional sheets of paper of the same s?e. Skarlatos.~~`.~~°l~ x b~~ ~ ~~ ~n.~~~ Ll.,c Sound Advice. Smarter Decisions. June 5, 2012 Office of Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Mary Yohn No. 21-11 - 1093 To Whom It May Concern: 17 South Second Street, 6`" Floor Harrisburg, PA 17101-2039 717.233.1000 Voice 717.233.6740 Fax www. s ka rlatoszo na rich. co m Enclosed for filing is an original and one copy of the Inheritance Tax Return and Inventory for the above referenced estate. Also enclosed is a check in the amount of $30.00 representing the filing fees. Please time-stamp the extra copies and return to me in the envelope provided. Thank you. Sincerely, ~`~ " ' `_f Sharon. K. Shaffer Estate Administrator sharon(~skarlatoszonarich.com Enclosures m O t c C n' erg, ~~~- _.,_ 0~,~ 2 '''`~ `-~5 ~ ~ }'_ ,~ ~ c~ A Member of LawPactT'" - An International Association of Independent Law Firms - - _ 66256664622 1. ` `~ ~ oorg~~ ~ ~~; s r: ~ ~au~ipz ~~~'C~ ~ ., 7LL q W M y ~~ _ _ ~ ~' _ _ U ~o M l ~ O C SM = _ O ~ ~ a0, O N O ~V NN P _ ~ ~~d - _ _ ~, ° _ O ~ ~ N N d~ _ ~ ~ V ~ 1 s _~° _ _ ~V~U N L ka i G 2 ~ U 3 0 a .a r-~ `tl Q C 'C . ~ o vEi ~d S 6 c v° 0 cd 'n _... -