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Home My WebLink About95-0158tF ~oosiui9 REV-1500 EX+ p-va) ~, FOR DATES OF DEATH AFTER 12131191 CHECK HERE INHERITANCE TAX RETURN P ^ OVERTY CREDIT IS CLAIMED -. RESIDENT DECEDENT FILE NUMBER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE a ^~ a 1 ~ (/ ~~ g P 671 WITH REGISTER OF WILLS) I HARRISBURG, A 28-0601 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS r Carey, Lawrence J. 226 Airport Road W SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Shl ensbur , PA 17257 195-16-3227 7-22-94 9-11-22 c°un Cumberland p (IF APPLICABLE) SURVIVING SPOUSE'S NA1.1E (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) Josephine E. 162-22-2092 1007 W ®1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return Y 6 h (for dates of death prior to 12-13-82) ~ d w ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. federal Estate Tax Return Required ~ °c°~ (for dates of death after 12-12-82) a m ^ 6. Decedent Died Testate ^ 7. Decadent Maintained a living Trust _ 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) ,,.:, . Z oZ Jerr A. Wei le Es uire MARK, WEIGLE AND PERKINS v~ TELEPHONE NUMBER 126 East King Street 717 532-7388 Shi ensbur PA 17257 1. Real Estate (Schedule A) (1) ~ C') tiL7 ~ ~ 2. Stocks and Bonds (Schedule B) (2) _ . ~~ ,rt? 3. Closely Held Stock/Partnership Interest (Schedule C) (3) ___ -"-t ~? ~" 4. Mortgages and Notes Receivable (Schedule 0) (4) - fT7 t%- ~L' , 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 3 , 700 • ~~ hJ _~ '~ +;~'> (Schedule E) ,°-. 6. Jointly Owned Property (Schedule F) (6) ~ `' ~~, ~ 7. Transfers (Schedule G) (Schedule L) (7) .~ ~~ ~ a 8. Total Gross Assets (total Lines 1-7) '' "('8) ~ 3 , 700 • ~0 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 6 , 221 .00 Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 1 1. Total Deductions (total Lines 9 & 10) (11) _ 6 , 221 .00 12. Net Value of Estate (Line 8 minus Line 11) (12) _ (~ 5 1 .onl 13. Charitable and Governmental Bequests (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) _ (2 , 521 .00 ) 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on Reverse Side. (Include values from Schedule K or Schedule M ) (15) x._= NONE -INSOLVENT . 16. Amount of Line 14 taxable at 6°k rate (16) x .06 = _ (Include values from Schedule K or Schedule M.) 17. Amount of line 14 taxable at 15% rate (17) x .15 = z (Include values from Schedule K or Schedule M.) o a 18. Principal tax due (Add tax from Lines 15, 16 and 17.) (1g) _ a 19. Credits Spousal Poverty Credit Prior Payments Discount Interest a 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) _ ~ ~ ^ 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) _ A. Enter the interest on the balance due on Line 21 A. (21q) _ B. Enter the total of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE. (21 B) _ Make Check Payable to: Register of Wills, Agent :Y .:~e8`r~`~, i ?t Under penalties of perjury, I declare that I have examined this return, including accompanying schec it is true, correct and complete. I declare that all real estate has been reported at true market value. based on all information of which preparer has env knowledge. ;:`~ _ Josephine E. Carey, 226 Airport Rd., 'R OTHER T AN E E TIVE ADDRESS 1L-r~i Jerry A. Weigle, 126 E. King St. , Shi statements, and to the best of my knowledge and belief, lion of preparer other than the personal representative is DATE Shippensburg, PA 17257,vI'/~ r /9S'° DATE '~T ppensburg, PA_17257 Z Z/~`3 1 Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: • 3°1` (.i8j wifl be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 29{i (.!!) wi#l be applicable for estates of decedents dying on or after 1/1/9f mnd before 1/1/97 • 1°Xo (.tl) wiiN be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spe~real Mowsfers occurring on or after 1/1/98 will be exempt from inheritance fax. PLEASE ANSWER TH# FOLLOWING QUESTIONS .Y PACING A CHECK MARK (,~~ IW THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: X 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 X c. retain a reversionary interest; or ................................................................................... d. receive the promise for life of either payments, benefits or care$ X ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding x death transfer property without receiving adequate consideration$ If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving X adequate consideration$ ................................................................................................... x 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,' 4 REV-ISOBEx+(2.B7) SCHEDULE E CASH, BANK DEPOSITS AND COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INNERITANCE Tex RETURN PERSONAL PROPERTY Please Print or RlSIDENT DECEDENT ESTATE OF FILE NUMBER Lawrence J. Carey (Attach additional 8'h" x 11" sheets if more space is needed.) l ,~ REV-1511 EX+ (7-88) SCHEDULE H ! FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN RESIDENT DECEDENT MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER Lawrence J. Carey ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1. Fogelsanger-Bricker Funeral Home 3,946.00 Beedle's Flowers 40.00 Parklawns Memorial Gardens -engraving 70.00 B. Administrative Costs: 1. Personal Representative Commissions _ _ Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Mark, Weigle and Perkins 150.00 3. Family Exemption Claimant Josephine E. Carey Relationship Spouse 2,000.00 Address of Claimant at decedent's death Street Address 226 Airport Road City Shippensburg State ~,A_ Zip Code l 72 7 4. Probate Fees C. Miscellaneous Expenses: 1. Register of Wills, Cumberland County -filing PA Insolvent Inheritance Tax Return 10 00 2. News Chronicle -advertising sale of 1972 Ford Motor Home . 5.00 3. 4. 5. 6. 7. 8. TOTAL (Also enter on line 9, Recapitulation) $ 6 , 221.00 (If more space is needed, insert additional sheets of same size.) r , ,~ REV-1513 EX+ ~2-[7) n F' COMMONWEALTH OF PENNSYLVANIA INXERITANCE TA% RETURN RESIDENT DECEDENT ESTATE OF Lawrence J. Carey SCHEDULE J BENEFICIARIES FILE NUMBER TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, inset additional sheets of same size) ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: