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Home My WebLink About06-11-12J REV-1500Ex`01-10' 1505610143 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania co~my coca veer Fila Number Bureau of Individual Taxes of^^amaa*oraauEaaa Po Box.2sosol INHERITANCE TAX RETURN 2 1 11 0 0 8 2 6 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 12 03 2010 08 17 1924 Decedent's Last Name Suffix Decedent's First Name MI THOMAS CATHERINE A (lf 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 ^ 1. Original Retum iE 2. Supplemental Retum ^ EI. Remaintler Retum (date of death prior to 12-13-92) ^ 4. Limitetl Estate ^ qa, Future Interest Compromise ^ F.. Federal Estate Tax Return Required (tlate M tleeth attar 12-12A2) 0 ® a Decetlent Dletl Teatete ^ 7, Decetlent Mainleinetl a Living That (ttach Copy of Tmat) N. T0181 NDmbef Of Safe DepOSlt BO%e5 (Attach Copy of WII) ^ 9. Litigation Proceeds Receivetl ^ 10. Spousal PoveM cretlu{sate of tleeth 12 31 i d 195 b ^ t 1.Election to tax untler Sec. 8113(A) - an - ) etween - (Attach Sch. D) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD B691RECTED TO: Name Daytime 7elepl umber ti DEBRA R WALLET 717 73 300 ~- rzri<~71 Z,.} c x -;~ ~~ -:~I,:. REGISTER ~USE~ILY ! , C~~-~ .~ c::: ~': First line of address 8~ "T ~ ~ -ri 'b 24 NORTB 32ND STREET -o '' `- D [') ~ Second line of address rCD City or Post Office CAMP HILL State ZIP Code PA 17011 DATE FILED Correspondent'se-mail address: walletdeb@aol.COm Untler penakies of perjury, I dedare that I have examinetl this return, including accompanying schedules antl statements, antl to the best of my knowledge antl belief, k is tmercorrect antl complete. Declaration of preparer oMer loan the personal representative Is based on all informadnn of which preparer has any knowledge. David D. Thomas 729 Bosler Avenue, Lemoyne, PA 17043 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ~~ u ~~ Debra K Wallet 9tena. ! , 10! L ADDRESS 24 North 32nd Street, Camp Hill, PA 17011 Side 1 L 1505610143 1505610143 /~ J J 1505610243 REV-1500 EX Decedent's Social Security Number oeceaem~s Name: THOMAS, CATHERINE ANNE 350 18 7836 -_ _____ RECAPITULATION 110 , 0 0 0 . 0 0 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 8 Notes Receivable (Schedule D) ......................................................... . 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... . 5. 2 , 0 4 7 . 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............ . 7. 2 1 , 8 4 7 . 1 1 8. Total Gross Assets (total Lines 1-7) ...................................................................... . 8. 1 3 3, 8 9 4. 1 1 --- 9. Funeral Expenses & Administrative Costs (Schedule H) .......... ...... . 9. 1 0 , 8 4 7 . 8 8 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............................. .. 10. 1 , 7 9 2 . 0 4 11. Total Deductions (total Lines 9 8 10) .................................................................... .. 11, 1 2, 6 3 9. 9 2 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 1 2 1 , 2 5 4 . 1 9 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. 1 2 1 , 2 5 4.19 _ _ -____ _ TAX COMPUTATION -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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 121 , 2 5 4. 1 9 16. 5, 4 5 6. 4 4 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ................................................................................................................... .. 19. 5, 4 5 6. 4 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 File Number 21 - 11 - 00826 Decedent's Complete Address: Thomas, Catherine Anne - --- - STREETADDRESS 729 Bosler Avenue -- - _ _. CITY STATE 21P Lemoyne PA 17043 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Diswunl 3. Interest 6,400.00 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 refuntl 5. Ii Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 5,456.44 _____. Total Credits (A+B) (2) 6,400.00 (3) 0.00 (a) 843.56 (5) 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 properly transferred :................_................................................................ ~ x.J b. retain the right to designate who shall use the property transferred or its income :.................................._ ~__ j x c. retain a reversionary interest; or ........................................................................................._._.................... ~ _. ii x d. receive the promise for life of either payments, benefits or care? ......................................................_...... ~,~_ ~_ x_ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... x~ 3. Did decedent own an "in trust for" or payable upon death bank account or security al his or her death?......... r ', x i IF THE ANSWER TO ANYaOF 7HE ABOVE QUESTIONS IS YES, YOU MU T 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 lax 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 lax rete imposed on the net value of transfers from a deceased child 21 years of age or younger al. 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) [!2 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 peresnt [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, wfiether by bloo~ or adoption. SCHEDULE A DDMMCNWENLTN DR RENNBYLVIWIN REAL ESTATE INNERITNiCE T0.Y RENRN RESIDENT DECEDENT FILE NUMBER ESTATE OF Thomas, Catherine Anne 21 - 11 - 00826 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest ii owned as tenant in wmmon. ITEM DESCRIPTION NUMBER 729 Bosler Avenue, Lemoyne, PA 17043 (based on new Cumberland County assessment value x common level ratio) Please note the following reason for supplemental return: At the time of filing original return on September 1, 2011, the value of this property was shown as $132,000 based upon the county assessed value x common level ratio. An assessment appeal was pending. Since that time, that assessment appeal has been resolved and the new assessed value is $110,000. See attached Real Estate Notice for tax year 2012 showing the revised assessed value after appeal. VALUE AT DATE OF DEATH __ 110,000.00 TOTAL (Also enter on Line 1, Recapitulation) 110,000.00 ~~7ar ~ ~ 2r,~b Payable To: FAITH A NICOLA, TAX COLLECTOR Borough Of Lemoyne Tax Coll. 510 HERMAN AVENUE Offce Hours: TUES 9:OOAM - 11:OOAM & WED 1:00 - 3:00 PM OPEN APR 30 1:00-3:00 PM; CLOSED MAY 29-30; DEC 18-31 & ALL HOLIDAYS LEMOYNE, PA TAXES 7043 TAX RATE DISCOUNT AM Until 05131112 Between 06101112 And 07131/12 ENALTY AMOUNT Starting 08101/12 COUNTY 1.902 ML 205.04 209.22 230.14 CNTY LIB .143 ML 15.42 15.73 17.30 BOROUGH 2.100 ML 226.38 231.00 254.10 TOTAL TAX DUE 446.84 455.95 501.54 Taxes are due and payable and payment is requested from: THOMAS, CATHERINE A 729 BOSLER AVENUE LEMOYNE PA 17043 Cumberland County, PA BILL # 1624 '(200512001624* MAILING DATE: 04/01/2012 Discount: County @ 2%, Boro @ 2% Penalty: County @ 10°k, Boro @ 10% Control #: 12-12001526 Map #: 12-22-0824-058. BOROUGH OF LEMOYNE LAND Acreage:.13 Deed Ref: 0019Y/01095 ASSESSED LAND- 32400 ASSESSED IMPR- 77600 ASSE~:SSED TOTAL- 110000 Pay Tax Collector before 12/31/2012 On or after 01/01/2013, taxes are payable to Tax Claim Bureau, One Courthouse Square, Carlisle, PA. 17013 TAXPAYER OR MORTGAGE HOLDER COPY Return both copies with a self addressed stamped envelope for receipt Amount Paid Date Tax Collector »»»»»»»» TEAR ALONG THIS LINE »»»»»««««« TEAR ALONG THIS LINE «««««««« Payable To: Office Hours: Cumberland County, PA FAITH A NICOLA, TAX COLLECTOR Borough Of Lemoyne Tax Coll. 510 HERMAN AVENUE TUES 9:OOAM - 11:OOAM & WED 1:00 - 3:00 PM OPEN APR 30 1:00-3:00 PM; CLOSED MAY 29-30; DEC 18-31 & ALL HOLIDAYS LEMOYNE, PA TAXES 7043 TAX RATE DISCOUNT AM Unti105I31112 Between 06101112 And 07131112 ENALTY AMOUNT Starting 08101112 ' COUNTY 1.902 ML 205.04 209.22 230.14 CNTY LIB .143 ML 15.42 15.73 17.30 BOROUGH 2.100 ML 226.38 231.00 254.10 TOTAL TAX DUE 446.84 455.95 501.54 Taxes are due and payable and payment is requested from: THOMAS, CATHERINE A 729 BOSLER AVENUE LEMOYNE PA 17043 BILL # 1624 *(200512001624* MAILING DATE: 04/01/2012 Discount: County @ 2°b, Boro @ 2 Penalty: County @ 10°/, Boro @ 10% Control #: 12-12001526 Map #: 12-22-0824-058. BOROUGH OF LEMOYNE LAND Acreage:.13 Deed Ref: 0019Y/01095 ASSESSED LAND- 32400 ASSESSED IMPR- 77600 ASSESSED TOTAL- 110000 Pay Tax Collector before 12/31/2012 On or after 01/01/2013, taxes are payable to Tax Claim Bureau, One Courthouse Square, Carlisle, PA. 17013 TAX COLLECTOR COPY Return both copies with a self addressed stamped envelope for receipt Amount Paid Date Tax Collector 4YASL 7: FAITH A fJICOLA, TAX COLLECTOR 5?0 HERMAN AVENUE LEMOYNE, PA 17043 ESC. ASSESS.NO-1212001526 MAP NO: 12-22-0824-058. ACRES .000 DEED 0019Y-01095 Residential Building RESIDENTIAL aX THOMAS, CATHERINE A 4YER 729 BOSLER AVENUE LEMOVNE, PA 17043 =FICE TU ES 9:OOAM - 11:OOAM & WED 1:00 - 3:00 PM BURS-. OPEN APR 30 1:00-3:00 PM; CLOSED MAY 29-3 DEC 18-31 & ALL HOLIDAYS PHONE (717) 761-7785 REASON: Formal Appeal -Revised Value MONTH(S): 12 G ~.'. , ~ rv, IF NOT PAID BY 1 2 /3112 01 2THIS BILL WILL BE RETURNED TO TAX t' y z~ ; '-«-! ' ,.... 'e - L~.LX 'r7 CLAIM BUREAU FOR COLLECTION AND FILING OF A LIEN AGAINST ~ .. YOUR PROPERTY. Return Bill with Payment. For a Receipt, T ~ ~ a m Enclose aself-addressetl stamped envelope. L' REMINDER COPY Bill No: 1838 Control No: 12001526 2012 Interim Statement of Taxes Rill Uate~ 4/1/9019 Assessetl Land Values 0 Improvement -22,000 Mineral 0 Total -22,000 COUNTY OF CUMBERLAND Discount Face Penalt Rates 1.90200 County R/E 2 % -41.00 -41.Sa 10 % -46.02 Rates .14300 COUNTY LIB 2 % -3.09 -3.15 10 -3.47 BOROUGH OF LEMOYNE Rates 2.70000 MUNIC. R/E 2 % -45.28 -46.20 10 % -50.82 TAX AMOUNT DUE ----> s-asa7 $-91.19 $-100.31 If Paid On or After If Paid On or Before 4/1/2012 5/31/2012 6/01/2012 7/31/2012 8/07/2012 ~~AY ~ " r01~° lnw C~ices of PHONE: (717) 737-1300 DEBRA K. WALLET 24 N. 32nd STREET CAMP HILL, PA 17011-2917 E mail Wa1leWeb(a)aol.com June 7, 2012 Glenda F. Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Ms. Strasbaugh: RE: Estate of Catherine Anne Thomas Will No. 2011-00826 FAX: (717)761-5319 ,. , ~~ h.J ~„-~c~ S . (T "'_ 1 u~17 ~~ ~ :_,. ~~ w w <~ i :.~ ~~= ~~ i +~ - YI1 -:~ 2`3 - rn c•~ Enclosed are an original and one copy of a supplemental Pennsylvania Inheritance Tax Return, along with a check in the amount of $15.00 representing the faking fee. I have also enclosed a copy of the first page to be stamped in and returned to me in the pre-addressed envelope provided. Thank you. Sincerely yours, ~.P~uww•I.J~.ur Debra K. Wallet DKW/mm Enc. cc: David D. Thomas, Executor