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Home My WebLink About08-02-12 (2)'J REV-1500 EX (02-11)(FI) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 162-36-8139 Decedent's Last Name 1505611185 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN 21 11 1284 RESIDENT DECEDENT 10132011 MMDDYYYY Date Of Birth MMDDYYYY 10251929 Suffix Decedent's First Name BRADY CHRISTINE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number MI M MI THIS RE'~URN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number BRIDGET M• WHITLEY, ESQ• 717-233-~Q00 w REGISTER 'j.S USE Ofi~'1' t _,. I..` t First Line of Address ~ _,. N SKARLATOSZONARICH LLC RC7~~` Second Line of Address , " ~~j' 17 S 2ND ST FL 6 "~ -, -- t~a City or Post Office State ZIP Code DATE FILED HARRISBURG PA 17101 Correspondent'se-mail address: BMWaSKARLATOSZONARICH • COM Under penalties of perjury, I declare that I have examined this return, inGuding 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. SIGtd>9SId~FnF PFRCCIIU RGSe~nicici ~ rno:.. urn „~~, ~,.., 307 N PITT ST, APT• A CARLISLE, PA 17013 SIGNATU~tE OF PREPARER OTH TH REPRESENTATIVE PATE 4 ADD SS 2 ~l Z.~ 17 S 2ND ST FL 6 HARRISBURG, PA 17101 PLEASE USE ORIGINAL FORM ONLY T :-: r +-~ t- =~ -~-~ ~-~ C r' r-r? Side 1 1505611185 1505611185 ,~ OM4647 3.000 1505611285 REV-1500 EX (FI) Decedent's Social Security Number 162-36-8139 Decedent's Name: BRADY NR TCTT NF M RE CAPITULATION 1. Real Estate (Schedule A) 1 0 • 0 0 2. Stocks and Bonds (Schedule B) . 2 0 • 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) , 3 0 • 0 0 4. Mortgages and Notes Receivable (Schedule D) _ 4 0 • 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 0 • 0 0 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g 0 • 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 0 , 0 0 8. Total Gross Assets (total Lines 1 through 7) _ 8 0 • 00 9. Funeral Expenses and Administrative Costs (Schedule H). g, 0 • 0 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) _ 10 0 • 0 0 11. Total Deductions (total Lines 9 and 10), 11 0 • 00 12. Net Value of Estate (Line 8 minus Line 11) _ 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . 0 • 00 an election to tax has not been made (Schedule J) , 13 0 • 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) _ 14 0 • 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un~er Sec. 9116 (a)(1.2) x .o - 0.0 0 15. 0 •0 0 16. Amount of Line 14 t xable 0 4~ at lineal rate x 17. . 0. 0 0 Amount of Line 14 taxable 1 s. 0. 0 0 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 1 g. 0. 0 0 19. TAX DUE 19. 0 • 0 0 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611285 1505611285 J OM4648 3.000 REV-1500 EX (FI) Page 3 Decedent's Cmm~lete Address• File Number i i i ~ai~ DECEDENTS NAME BRADY CHRISTI M STREET ADDRESS CUMBERLAND CITY STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) Q _ Q Q 2. Credits/Payments A. Prior Payments Q . Q Q B. Discount Q . Q Q Total Credits (A + B) (2) Q . Q Q 3. Interest (3) Q•QQ 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. (q) Q , Q Q 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Q , Q Q 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 ^ a b. retain the right to designate who shall use the property transferred or its income ^ ^X 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)j. 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. OM4671 2.000 REV-1508 EX+ (11-10) Pennsylvania SCHEDULE E DEPARTINENiOF REVENUE INHERITANCE TAX RETURN CASH, BANK DEPOSITS, & MISC. RESIDENiDECEDENT PERSONAL PROPERTY ESTATE OF: CHRISTINE M. BRADY All ro ert a to ntlo owned lwithtlrin ht of survivorshipmust he disclosed on Schedule F ITEM NUMBER DESCRIPTION 1~ Estate opened for litigation purposes SUSPENSION REQUESTED FILE NUMBER: 11 1284 VALUE AT DATE OF DEATH 0 TOTAL (Also enter on line 5, Recapitulation) $ owgsno 2.000 If more space is needed, use additional sheets of paper of the same size. ~ Skarlatos n : ~ . ~ -~ LLC, Sound Advice. Stll~lCteI' Decisions, Glenda Farner Strasburgh Register of Wills for Cumberland County 1 Courthouse Square Carlisle, PA 17013 August 1, 2012 Re: Estate of Christine M. Brady Dear Ms. Strasburgh: .~,~ ~~ ~~ ~ T.', ~ c~ c_r, -rr .~ rr-i _ ~ ~; D ~ ~n c,~ Enclosed for filing please find two copies of the Pennsylvania Inheritance tax return and two copies of the Inventory for the above-referenced estate, together with our firm's check in the amount of $30.00 to cover the filing fees. Please confirm the filing by date stamping the enclosed copies. I have provided aself- addressed, stamped envelope for your use in return the confirmation copies and inheritance tax receipt to me. Thank you for your assistance. Sincerely, ~e 0 ~- Bridget M. Whitley Enclosures 17 South Second Street, 6`h Floor Harrisburg, PA 17101-2039 717.233.1000 Voice 717.233.6740 Fax www.ska rla toszon a rich.com Bridget M. Whitley, Esquire bmw@skarlatoszonarich.com A Member of LawPactT'" - An International Association of Independent Business Law Firms oszsooosssaszz .. ,. O~WN~N E OC9NO~ $ M~g~N ~-N~?~o ~~~~~ ~{yLLa U J J U r O ti £~0£ Z N L ~_ ~ ~U O L .~ 0 U C U c cv L O U ~o ~ M M '^~ M V J r O ~ti ~~ 2 a U . (~ •r U