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Home My WebLink About06-15-12 1505611180 .~ REV-1500 ~ 102 t1) (FI) OFFICIAL USE ONLY PA De artment of Revenue Pennsylvania Count Code Year File Number p oEPAR,~ENT~INHERITANCE TAX RETURN y] Bureau of Individual Taxes ~'j PO BOX 280601 ~~/ 1 / ~ / ~f ~~ Harrisburo PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 201-16-6895 10272011 11161922 Decedent's Last Name Suffix Decedent's First Name MI LUDT f1ARGARET G (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 BOXES BELOW Q 1. Original Return ~ 2. Supplemental Return Q 4. Limited Estate Q 4a. Future Interest Compromise (date of death after 12-12-82) Qx 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) 3. Remainder Return (Date of Death Prior to 12-13-82) 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes Q 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number rv ROBERT G. FREY 7172435~~ N First Line of Address 5 S. HANOVER ST. Second Line of Address City or Post Office CARLISLE State ZIP Code PA 17013 Correspondent's a-mail address: R F R E Y a F R E Y T I L E Y. C O M 1~ WILLS ~ - .i F. G ~~. C7 ~1, O -o._' D ONLY,~"+ - _T~ F +: ;, a-~ J i-- c~ v~ "C) w O t+C~ 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 com lete. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has an knowled e. SI6t~I~ATURE O ~ R~N SPO . OR FILI FtETU N ~ DATE ADDRESS 5 SOUTH HANOVER STREET, L 1505611180 RLISLE, PA 17013 LEASE USE ORIGINAL FORM ONLY Side 1 1505611180 ~~~ J 1505611280 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: MARGARET G LUDT 201-16-6895 RECAPITULATION 1. Real Estate (Schedule A) ......................... . ........... . .. . 1. N 0 N E 2. Stocks and Bonds (Schedule B) . .................................. . 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. . 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ...... ................ . 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 2 2 4 6 5 9 . 0 0 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ..... .. 7• 1515 5 4 . 0 0 8 Total Gross Assets (total Lines 1 through 7) ... .. .. 8. 376213.00 9. Funeral Expenses and Administrative Costs (Schedule H) ............... . 9. 22206 • 00 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... . 10. 6 9 2 . 0 0 11. Total Deductions (total Lines 9 and 10) ..... . ...................... . 11. 2 2 8 9 8 • 0 0 12. Net Value of Estate (Line 8 minus Line 11) ...................... . ... . 12. 3 5 3 315.0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 0 0 0 an election to tax has not been made (Schedule J) ............ . ...... . .. 13. • 14 Net Value Subject to Tax (Line 12 minus Line 13) .............. .. 14. 3 5 3 315.0 0 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 15. 0' 0 0 16. Amount of Line 14 taxable at lineal rate X .0 4 5 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X. 12 2 5 0 0 0. 0 0 17. 3 0 0 0. 0 0 18. Amount of Line 14 taxable at collateral rate x .15 3 2 8 315.0 0 1 s. 4 9 2 4 7. 2 5 19. TAX DUE ............. ......................................... 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 52247.25 1505611280 1505611280 J REV-1500 EX (FI) Page 3 File Number 201-16-6895 I'lnrnrlnnt'c C'mm~lptp d~rlcirPSS' DECEDENT'S NAME MARGARET G LUDT STREET ADDRESS CITY CARLISLE STATE PA ZI P 17015 Tax Payments and Credits: 1, Tax Due (Page 2, Line 19) (1) 52247.25 2. Credits/Payments A. Prior Payments 49800.00 B. Discount 2490.00 Total Credits (A + B) (2) 52290.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 42.75 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (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 ....................................................................................... ^ ^ 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, benefits or care? .................................................................. ^ ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................................................................................................... ^ ^ 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 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 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+(~~-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, 8~ MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Margaret G Ludt Include the proceeds of litigation and the date the proceeds were received by the estate. If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) I SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS & DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret G Ludt This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (~FAPPLICABLE) TAXABLE VALUE 1. IRA cash account 50,776 100.00% 50,776 2. IRA American Express CD 25,024 100.00% 25,024 3. IRA Bank of America CD 35,162 100.00% 35,162 4. IRA MetLife CD 40,107 100.00% 40,107 5. Total accrued interest on above accounts 485 100.00% 485 TOTAL (Also enter on Line 7 Recapitulation) $I 151,554 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 Maroaret G Ludt Decedent's debts must be reported on Schedule I. ITEM NI IMRFR DESCRIPTION .AMOUNT A. FUNERAL EXPENSES: 1 e Hoffman Roth Funeral Home B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 2012 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address _- 4. 5. 6. 7. 8. City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: ertising in Cumberland Law Journal ertisinq in the Sentinel State ZIP ZIP 8,557 11,000 2,000 384 included w/ atty fee included w/ atty fee 75 190 TOTAL (Also enter on Line 9, Recapitulation) ~ $ 22,206 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER Margaret G Ludt Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size.