The URL can be used to link to this page

Home My WebLink About08-08-12 (2)~...~ 1505610101 REV-1500 l:x(°1.1°> ~ PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes °`° PO BOX z8o6o1 ,..„,„,oF INHERITANCE TAX RETURN County Code Year File Number Harrisbur PA i 128-0601 RESIDENT DECEDENT ~I I ~ ~ ,, !-~ ~{ ENTER DECEDENT INFORMATION BELOW lk' / 0' Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 174-20-7365 06/06/2012 Decedent's Last Name 06/04/1927 Suffix Decedent's First Name Pechart MI Erla (If Applicable) Enter Surviving Spouse's Information Below J Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BED ^~~~ REGISTER OF WILLS ~ 1. Original Return O 4. Limited Estate O 6. Decedent Died Testate (Attach Copy of Will) O 9. Litigation Proceeds Received CORRESPONDENT _ ruic cerrv~.~ ..~,,.. O 2. Supplemental Return O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required .___- 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Gh n~ Name ~~ wmr~t t tu. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: James M. Bach Daytime Telephone Number (717) 737-2033 ~; REGISTER O ILLS USE O~N!~- First line of address Attorney at Law Second line of address 352 S. Sporting Hill City or Post Office Mechanicsburg State ZIP Code PA 17050 qD -~" rn ~` ~ ~~r. 1 C~ ;- Uc~~ ~~-" ~ /V FILED v ~'~1 ~~ ~ r Correspondent's a-mail address: Staff jamesmbach.com 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, SI NATURE RSON ESPONSI LE FO I R 4DDR S DATE 1133 Laurel Ave., Camp Hill, PA 17011 ~ ~ 31GN TURE OF P~ qRE THER THAN REPRESENTATIVE rvnhtc ~/JL ~[ DATE 5 S. Sporting Hill Rd., Mechanicsburg, PA 17050 _ / Z' PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 J J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: Efla ,1. PeChert RECAPITULATION 174-20-7365 1. Real Estate (Schedule A) ................ ............................. 1. 117, 700.00 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 ... . 6. Jointly Owned Property (Schedule F) O Separate Billing Requested 1,600.00 ....... g. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 throw h 7 9 ) ....... ...................... 8. 9. Funeral Expenses and Administrative Costs (Schedule H) 119,300.00 ..... . ........ s. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 24,158.50 .............. 10. 11. Total Deductions (total Lines 9 and 10) ......... ........................ 11. 12. Net Value of Estate (Line 8 minus Line 11) ....... 24,158.50 ..... . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12 an election to tax has not bee 95,141.50 n made (Schedule J) ........ . ..... . . 13. 14 . Net Value Subject to Tax (Line 12 minus Line 13) ... .... . ............. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE ... 14. 95,141.50 15. RATES Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable 15. at lineal rate X .0 45 95 141 50 17. , . Amount of Line 14 taxable 16. 4,281.37 at sibling rate X .12 18. Amount of Line 14 taxable 17. at collateral rate X .15 18. 19. TAX DUE ................ ..... .................................. .. 1s. 4,281.37 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME Erla J. Pechart STREETADDRESS 1133 Laurel Ave. ciTv Camp Hill STATE PA ziP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments (1) A. Prior Payments 4,281.37 B. Discount 214.07 3. Interest Total Credits (A + g) (2) 214 07 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 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. (4) (5) 4, 067.30 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: a. retain the use or income of the property transferred :............................................. No ............................................. Y^ 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? ...................................................................... ^^ 0 2. If death occurred after Dec. 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? .............. ^ O 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ ^ x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FI ^ LE 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 sutvivin sou 3 percent [72 P.S. §9116 (a) (1.1) (i)]. g p se is 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 er [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 filing a tax return are still applicable even if the surviving spouse is the only beneficiary. P cent and 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)]. 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-1737-2 EX + (6-08) (FI) pennsylvania DEPARTMENT OFREVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCNEDIILE A, PART 1 REAL ESTATE IN PENNSYLVANIA w~AIE OF Erla J. Pechart FILE NUMBER Part 1 must include all real property owned by the decedent individually or as a tenant in common witOhOanother party(ies), havin its situs in Pennsylvania. Property jointly-owned with right of survivorship should be disclosed on Schedule F. All real estate must be reported at fair market value, which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell and both having reasonable knowledge of the relevant facts. ITEM NUMBER DESc;RIPTION I t~ 11133 Laurel Ave., Camp Hill (See Exhibit A) VALUE AT DATE OF DEATH 117, 700.00 PART 1 TOTAL reverse side TOTAL (Also enter on Line 1, Recapitulat (If more space is needed, use additional sheets of paper of the same size) ~ 117,700.00 ~ 117,700.00 'TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 13-24-0799 235 Di - . in the 2010 Tax Assessment Datab strictNo ase 13 Parcel_ID 13-24-0799-235. MapSuffix \ HouseNo 1133 Direction Street LAUREL AVENUE Ownerl PECHART, EDWARD Q & ERLA J C/O PropType R PropDesc LivArea 1044 CurLandVal 35900 CurImpVal 81800 ~ CurTotVal 117700 \ CurPrefVal Acreage .25 CIGrnStat TaxEx 1 ° SaleAmt 1 SaleMo 09 SaleDa Og SaleCe 19 SaleYr 80 DeedBlcPage 0029C-00094 YearBlt 1955 HF File_Date 10/19/2004 HF Approval_Status ~ A Exhibit A http://taxdb.ccpa.net/details.asp?id=13-24-0799-235.&dbselect= l REV-1737-0 EX + (6.08) ~ pennsy(vania ` DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE E, PART 1 MISCELLANEOUS PERSONAL PROPERTY ESTATE OF ERLA J. PECHART FILE NUMBER Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples ofOang bl0e personal pro e jewelry, furniture, paintings, etc. All property jointly-owned with the right of survivorship must be disclosed on Sche Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is elected.p ~ are ITEM dule F. NUMBER DESCRIPTION ~ ~ Sovereign Bank Checking Account 2 1984 Ford Tempo (200,000 miles) VALUE AT DATE OF DEATH 1,500.00 100.00 PART 1 TOTAL reverse side.) ~ $ (If more space is needed, use addtional(sheets of paper' of the same'size) n) $ 1,600.00 1,600.00 REV-1737-6 EX + (6-08) REVERSE ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN ~~~..~._ NONRESIDENT DECEDENT -..~~+~~ yr Erla J. Pechart ITEM NUMBER A. 1. FUNERAL EXPENSES: Dailey Funeral Home, Harrisburg, PA AMOUNT 6,900.00 Use Schedule H ONLY for proportionate method of tax computation. FILE NUMBER 2012-00658 13• ADMINISTRATIVE COSTS: ~ Personal Representative's Commission(s) Name(s) of Personal Representative(s) Sheila K. Pechart (Submit requested information for additional personal representative's on additional sheets) Social Security Number(s) or EIN Number(s) of Personal Representative(s) 181-50-8506 Street Address(es) 1133 Laurel Ave Ciry(ies) Camp Hill State(s) PA ZIP(s) 17011 Year(s) Commission Paid 2013 2. I Attorney Fees 3. ~ Probate Fees 4. I Accountant's Fees 5. I Tax Return Preparer's Fees 6• Miscellaneous Expenses Family Exemption (Sheila K. Pechart, Claimant - 1133 Laurel Ave, Camp Hill, PA) Cumberland Law Journal and The Carlisle Sentinel 5, 965.00 7,158.00 338.50 3,500.00 297.00 (If more space is needed, use addioAnal shleets of paperlof the same Is ie)on.) $ SCHEDULE H FUNERAL EXPENSES & ApMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. DESCRIPTION 24,158.50