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Home My WebLink About04-24-12 (2)J 1505610140 REV-1500 EX `°'-'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 2 0 2 8 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 8 9 0 9 5 1 3 0 0 2 2 1 2 0 1 2 0 8 2 7 1 9 1 9 Decedent's Last Name Suffix Decedent's First Name MI J u l i a s A n n a M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW a 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 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) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number S t e p h e n J H o g g E s q 7 1 7 2 4 5 2 6 9 8 i REGISTE~J=WILLS US~_ -0NLY ~4- ~ _ = First line of address ~ Z ~,_) ' ~ r~ rti 1 9 S H a n o v e r S t r e e t ~~ - ~ = ,- --, _ Second line of address ~' ~~-% ~-~ _ - ~ ~ City or Post Office State "DATE FILED ,~ v'~ ~ ~ ZIP Code -- - -- -- V_ C a r l i s l e P A 1 7 0 1 3 Correspondent's a-mail address: 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. SIGNATUR Oj` PERSON RESPO LE FOR FILING RETURN DATE ,fir,"-C2~~ ~ ,-.~:, .-tL -~~a'~J ~f _ ~ 3 __/,~- ADDRESS 129 Chest treet Carlisle PA 17013 SIGNATURE OF P EP TH~FR IjA~F'REPRESENTATIVE ~ D/1,T7E ~ ~/ 7 ADDRESS ; 1.~~' ~ ~ / / 19 S~ Hanover tr et, Ste• 101 Carlisle PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 %~~~ ~ `_ J REV-1500 EX Decedent's Social Security Number Decedent's Name: A nna M• J u l i a s 1 8 9 0 9 5 1 3 0 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. 1 6 1 . 0 7 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 2 6 6 1 3 . 7 4 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ..... , . 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 2 6 ~ ~ 4 • 8 1 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) ............................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........ .......... ........ .. 12. 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. 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.0 _ 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 1 8 1 4 4. 3 2 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17, 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. TAX DUE ......................................................19. 1505610240 8 6 3 0. 4 9 8 6 3 0. 4 9 1 8 1 4 4. 3 2 1 8 1 4 4. 3 2 0. 0 0 8 1 6. 4 9 0. 0 0 0. 0 0 8 1 6. 4 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610240 Side 2 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 12 0288 DECEDENT'S NAME Anna M. Julias STREET ADDRESS CITY - _ __ _- - - ', STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 1~) 2. Credits/Payments A. Prior Payments B. Discount 40.82 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 816.49 Total Credits (A + g) (2) 40.82 (3) (4) 0.00 (5) 775.67 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 ........................................................................................... ..... ^ ^ 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? .................................................................................. ^ ..... ^ 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 FI LE IT AS PA RT 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 ~s 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)]. 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-1508 EX+ (11-10) pennsylvania ~ SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Anna M. Julias 21 12 0288 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship mist be disclosed on Schedule f. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Capital Blue Cross Refund 161.07 TOTAL (Also enter on Line 5, Recapitulation) ~ $ 161.07 If more space is needed, insert additional sheets of paper of the same size REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Anna M. Julias 21 12 0288 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) a. Taygety T. McNally ADDRESS 11 Parsonage Street Newville, PA 17241 ELATIONSHIP TO DECEDENT B. C JOINTLY-OWNED PROPERTY: daughter ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERESI 1. A. 1/1/73 M&T Bank Checking 8,135.07 50. 4,067.54 Account#782254 2. A. 8/14/97 M&T Bank Savings 22,353.88 50. 11,176.94 Account#15004200577350 3. A. 8/14/06 M&T Bank Certificate of Deposit 22,738.51 50. 11,369.26 Account#31003913027122 TOTAL (Also enter on Line 6, Recapitulation) I $ 26,613.74 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Anna M. Julias 21 12 0288 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral 4,793.47 2. Hoy's Greenhouse -flowers for funeral 265.00 3. Carlisle Kitchen Fund 262.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Harry T. Julias Street Address 129 Chester Street city Carlisle state PA ZIP 17013 Year(s) Commission Paid: 2. Attorney Fees: Stephen J. Hogg, Esquire 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4. 5. 6. Street Address City State _ Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: 1, 338.74 1,338.74 137.50 7. Advertising: The Sentinel 189.54 Cumberland Law Journal 75.00 8. Accounting (Est.) 200.00 9. Tax Return and Inventory Filing Fees 30.00 TOTAL (Also enter on Line 9, Recapitulation) I $ $,630.49 ZIP If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE I BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Anna M. Julias 21 12 0288 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Harry T. Julias Lineal 129 Chester Street Carlisle, PA 17013-1085 2. Deano T. Julias Lineal 1009 Redwood Drive Carlisle, PA 17013 3. Christopher Julias Lineal 611 Highland Avenue Carlisle, PA 17013 4. Steven T. Julias Lineal 249 Log Cabin Road Newville, PA 17241 5. Taygety T. Julias Lineal 11 Parsonage Street Newville, PA 17241 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: 1, B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 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.