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Home My WebLink About07-10-12---~ REV-1500 Ex(°'-'°' 1505610143 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes DEPARTMENT OF REVENUE County Code Year File Number Po Box.2soso~ INHERITANCE TAX RETURN 2 1 11 12 61 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08 27 2011 08 11 1926 Decedent's Last Name Suffix Decedent's First Name MI MILES EDITH p~ (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 ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa Future Interest Compromise (date of death after 12-12-82) ^ 5. Federal Estate Tax Return Re wired Q ® g, Decedent Died Testate ^ ~ Decedent Maintained a Living Trust 0 (Attach Copy of Will) (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death between 1231-91 and 1-1-95) ^ 11. Election to tax under Sec. 9113 A ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD B Name E DIRECTED TO: Daytime Telephone Number JASON KUTULAKIS 717 249 0900 REGISTER OF WILLS USE ONLY First line of address n,~ 2 WEST HIGH ST a;.:7 ^~ ~ ` ,~ ^~ Second li f dd ~ pp~~tt 'r ~ '" r~"` G ne o a ress t ~ ~ t r ': i~ t ~ C s`ip'. o t~ City or Post Office State ZIP Code .~ v> DA"~fJLED ~ ~' ' `- '' ° CARLISLE PA 17013 ~ ,,p ~~,'~-_rn ~^ N Correspondent'se-mail address: jpk@abomkutulakis.com tt' 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 k l I TURE OF PERSON ESPONS LE FOR FILING RETURN any now edge. DATE Lauren E. Miles ~ /02 AD RESS 11 ok Lane Kane, PA 16735 SI ATU E OF PRE ER OTHER THAN ENTATIVE DATE Jason Kutulakis ADDRES 2 We t Hig ,Carlisle, PA 17013 Side 1 L 1505610143 1505610143 ADDITIONAL Personal Representatives MILES, EDITH A SS# 207-22-2018 8/27/2011 Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~ Name Lenore Lowery Address 2360 Cleo Avenue city, State, zip Anchorage AK 99516 Date (p ~02 f,~/ f1 /,,~ 3 Signature Name Address City, State, Zip Date 4 Signature Name Address: City, State, Zip Date 5 Signature Name Address: City, State, Zip Date 6 Signature Name Address: City, State, Zip Date REV-1500 EX 1505610243 Decedent's Name: MILES , EDITH A 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. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ......... .... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ......... .... 7, 8. Total Gross Assets (total Lines 1-7) ................................................................... .... g, 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .... 10. 11. Total Deductions (total Lines 9 & 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 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 3 1, 2 8 7. 4 9 16. 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 36,434.85 36,434.85 4,020.28 1,127.08 5,147.36 31,287.49 31,287.49 1,407.94 1,407.94 Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 11 - 1261 DECEDENT'S NAME MILES, EDITH A STREET ADDRESS - Messiah Village 100 Mt. Allen Drive CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A• Prior Payments B. Discount 3. Interest (1) 1,407.94 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 + B) Make Check Payable to: REGISTER OF WILLS, AGENT. (2) 0.00 (3) 0.00 (4) (5) 1,407.94 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 :.................................... ~ , X 1 c. retain a reversionary interest; or .................................................................................................................. d. receive the promise for life of either payments, benefits or care? .................................. C! 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 at his or her death?......... ~ x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which u 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)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether y blood or adoption SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MILES, EDITH A 27 - ~ ~ - 1261 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Deposit to Open Estate Checking Account 36,234.85 2 Miscellaneous personal items, donated to Messiah Village 200.00 TOTAL (Also enter on Line 5, Recapitulation) I 36,434.85 SCHEDULE H FUNERAL DCPENSES 8~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF MILES, EDITH A FILE NUMBER 21-11-1261 __ Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A• 1 Parthemore Funeral Home -Balance remaining due on Funeral 167.89 B. 'i ADMINISTRATIVE COSTS: 1. ! Personal Representative's Commissions ' Name of Personal Representative(s) Lauren E. Miles Lenore Lowery i Street Address 11 Cook Lane city Kane state PA zip 16735 i Year(s) Commission paid Waived 2. Attorney's Fees Abom & Kutulakis, L.L.P. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wifls, Cumberland County 5. Accountant's Fees Thomas Sleeman, P.C. I, 18 Greeves St., Kane, PA 16735 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 The Sentinel, Advertising Estate Notice 3,250.00 189.50 125.00 178.92 TOTAL (Also enter on line 9, Recapitulation) 4,020.28 Schedule H Funeral & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~'~n ~ '~ ~'~n~~ RESIDENT DECEDENT ESTATE OF MILES, EDITH A 2 FILE NUMBER 21 - 11 - 1261 c;umberland Law Journal, Advertising Estate Notice 75.00 3 Overnight Fees -Documents to Register of Wills, Anchorage, Alaska 33.97 Page 2 of Schedule H SCHEDULEI DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, 8c LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MILES, EDITH A FILE NUMBER 21 - 11 - 1261 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Capital Area Health Associates -medical bills 161.92 2 U.S. Postal Service -Postage to Return Documents to Attorney and Ship package of items to 58.25 Lenore Lowery in Alaska 3 TIAA-CREF -Reimbursement for overpayment desposited into Edith Miles' account 461.85 4 Highmark -insurance payment 182.46 5 Lauren Miles -Reimbursement for mileage 473.18 @ $55.5 per mile 262.60 TOTAL (Also enter on Line 10, Recapitulation) I 1 127.08 REV-1513 EX+ (11-08) r. ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF MILES, EDITH A FILE NUMBER 21 - 11 - 1261 NAME AND ADDRESS OF PERSONS RELATIONSHIP TO SHARE OF ESTATE !AMOUNT OF ESTATE NUMBER '', RECEIVING PROPERTY ( ) DECEDENT (Words) I~ ($$$) Do Not List Trustee(s) ~~ I, 'TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers I under Sec. 9116 (a) (1.2)] ~I 1 Lenore Lowery Stepchild fifty percent 15,643.75 2360 Cleo Avenue Anchorage, AK 99516 I 2 Lauren E. Miles Stepchild 'fifty percent ~ 15,643.74 ', 11 Cook Lane Kane, PA 16735 I I Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. jl~ !NON-TAXABLE DISTRIBUTIONS: 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 0.00