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HomeMy WebLinkAbout06-11-121505610143 REV-1500 Ex `°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code year File Number Bureau of Individual Taxes DEPARTMENT OV REVENUE PO 60x.280601 INHERITANCE TAX RETURN 21 12 0329 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 03 12 2012 O1 09 1925 Decedent's Last Name Suffix Decedent's First Name MI ALEXIS SOPHIE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1. Original Return ~~ 2. Supplemental Return 4. Limited Estate [~ 4a. Future Interest Compromise (date of death after 12-12-82) x^ 6 Decedent Died Testate (Attach Copy of Will) ~~ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 9. Litigation Proceeds Received [] 1 p. Spousal PovertyY Credit (date of death between 12-31 91 and T-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDWARD P SEEBER 717 533 3280 ti First line of address SUITE C400 Second line of address 555 GETTYSBURG PIKE City or Post Office MECHANICSBURG Correspondent's a-mail address: ePS@JSdC.C01Y1 State ZIP Code PA 17055 REGISTER OF~I~S USE 01$LY m~--, ~ ~C~ ~~~ `:: n O ~' ~ ~~ ~ N DATE FILED ~ ~, ~; I ~•,-, ~- `=r: ..F., ("`* r-n t~ Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG RE OF PERSON RESPO I FOgFILING RETURN DATE ,,~ ~~ ~ ~--~. ~,-o Joanne Patricia Alexis _ L~~s~/ ~2 'F80 Conwa Street Carlisle PA 17013 SIGNATURE OFD ~ A R THER AN REPRESENTATIVE DATE ,i~ ~,., _.._.~__ . - -- - .. c 0 G , ,. Edward P Seeber ~ f ,~ _ 555 Gettysburg Pike, Mechanicsbura. PA 17055 Side 1 1505610143 1505610143 J REV-1500 EX DecedenrsName~. AIeXIS, Sophie 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. 53 , 8 93.51 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous l~ nq Probate Property (Schedule G) LJ Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1-7) ................................................................... .. g. 53 , 8 93.51 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 2 6 , 3 91.42 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. 697.75 11. Total Deductions (total Lines 9 & 10) .................................................................. . 11. 2 7 , 0 8 9.17 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 2 6 , 804 .34 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. 2 6 , 8 04.34 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 'd4 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 0 . 0 0 16. Amount of Line 14 taxable at linealrateX .045 26,804.34 1s. 1,206.20 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due ................................................................................................................. . 19. 1,206.20 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Alexis, Sophie STREET ADDRESS 100 Conway Street CITY Carlisle STATE PA ZIP 17013 File Number 21-12-0329 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 1,145.89 (1) 1,206.20 3. Interest 60.31 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. Total Credits (A + g) (2) 1,206.20 (3) (4) (5) ~.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 :............................................................................... ^ b. retain the right to designate who shall use the property transferred or its income :................................. ^ c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ 0 3. Did decedent own an "in trust for" or payable 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 January 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 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)]. 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-1508 EX+t6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Alexis, So hie 21-12-0329 _ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Fidelity Money Market Account No.2BP-262803 -valued per spreadsheet dated 4/5/12 30,169.34 2 Fidelity Money Market Account No. 2BP-262803, accrued interest -valued per spreadsheet 0.13 dated 4/5/12 3 M8~T Bank Checking Account No. 2673000424 -valued per bank letter dated 4/2/12 20,547.04 4 2002 Buick Century -valued per Kelley Blue Book 3,177.00 TOTAL (Also enter on Line 5, Recapitulation) I 53,893.51 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98; REV-1151 EX+t10-O6) COMMNHNWE ALTHEDT~ RETURNANIA R I~h~~ ITDENN4r DE EDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Alexis, Sophie _ 21-12-0329 ITEM DESCRIPTION AMOUNT N M R A. FUNERAL EXPENSES: See continuation schedule(s) attached 18,915.85 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zia Year(sl Commission paid 2. Attorney's Fees James, Smith, Dietterick & Connelly, LLP 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Joanne Alexis Street Address 100 Conway Street City Carlisle State PA Zio 17013 Relationship of Claimant to Decedent Daughter 4. Probate Fees 190.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 285.07 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 26,391.42 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06;~ SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Alexis, Sophie 21-12-0329 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral Expenses Ewing Brothers Funeral Home -funeral services 9,772.93 2 Father Kosta Petrogeorge -honorarium -funeral 150.00 3 Father Kosta Petrogeorge -honorarium - 40 day memorial 50.00 4 Father Mark Lichtenstein -honorarium -funeral 100.00 5 Father Mark Lichtenstein -honorarium - 40 day memorial 50.00 6 George's Flowers -flowers for funeral services 294.68 7 Philoptochos Society -honorarium - 40 day memorial 50.00 8 Rock Bass Grill -reception - 40 day memorial 506.00 9 Rustic Tavern -reception -funeral 2,725.24 10 Sophie Kaldes -honorarium - 40 day memorial 120.00 11 Tom Paparoidamis -funeral canter -honorarium 50.00 12 Westminster Cemetery -burial 1,826.00 13 Westminster Cemetery - gravemarker 3,221.00 H-A 18,915.85 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Alexis, Sophie 21-12-0329 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 14 James, Smith, Dietterick & Connelly, LLP -reservation for closing expenses for estate administration 15 Lube'N Go -vehicle state inspection 16 Register of Wills, Cumberland County -filing fee for Return >3< Inventory H-B7 200.00 55.07 30.00 285.07 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+f12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alexis, Sophie 21-12-0329 Report debts incuned by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. tlr more space Is needetl, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08; REV-1513 EX+ (11-08) COMMO ~~EALTfiEOF P~N~I~$,RLVANIA N R IDEN DE ED N N SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Hiexis, ao nie 21-12-0 329 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Dean G. Alexis Son 50% of the 13,402.17 58 Luz Del Mundo residue Santa Fe, NM 87508 Joanne P. Alexis Daughter 50% of the 13,402.17 100 Conway Street residue Carlisle, PA 17013 Total 26,804.34 Enter dollar amounts for distributions shown above on lines 1 5 throw h 18 on Rev 150 0 cover sheet as a r o riate. NON-TAXABLE DISTRIBUTIONS: 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 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08;