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Home My WebLink About09-04-12 1505610105 REV-15001:xt~."'I~' ~, PA Department Of Revenue PennsytvaMa OFFICIAL USE ONLY Bureau of Individual Taxes ~`"~"'"`"~ County Code Year Fla Number PO Box 280601 ~ INHERITANCE TAX RETURN Harrisburg, PA 1128-06oi RESIDENT DECEDENT 2 01 2 0 0 6 6 4 ENTER DECEDENT INFORMATION BELOW Social Security Number Oate of Death MMDDYYYY Date of Birth MMDDYYYY 06032012 11261922 Decedent's Last Name Suffix Decedent's First Name MI SCHEFF VIRGINIA C (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Ml Spouse's Soaai Security Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return {Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Prnrerty Credit (Date of Death O 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 CONFlDENTIAL TAX INFORMATION SHOULD BE DIRECTED T Name Peter L. Ma s n i k 0: ~~ytjme T8~¢~hooaJ~ttp~ber First Line of Address 30 Washington Avenue Second Line of Address City or Post Office Haddonfield State ZIP Code NJ 08033 REGISTER OF WILLS USE ONLY n rv C C? ~ r,;a cn ~ -,~ ~~`-,` ~~::.: ~' D ~ ^~ __ w r rn n -~~~, ~~ ~~~ ~-' - -- ~ r~rn ~~? '~i Correspondents e~rrlaii address: Pma s n i k @ ao 1, c om Under penalties of perjury. I declare that I have examines! this return, including accompanying schedules and statements. and to the best of my knowledge and belief, d ~ ~' °°R~ and complete. Dedaratron °f praparer other ttt~ the personal representative is based on all information of which oreuarer has anv kmwlaAna A~ uKt VF PERSON RESPONSIBLE FOR FIL1t~2ETURN DATE r ) .M t _ __ V 123 Stonehouse Road Carlisle PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE 30 Washington Avenue, Haddonfield, NJ 08033 PLEASE USE ORIGINAL FORM ONLY Side 1 L, 15D5610105 1505610105 REV-1500 EX (Ff) Page 3 Decedent's Complete Address: Virginia C. Scheff Flle Number 0 0 6 6 4 STREETADDRESS 442 Walnut Bottom Road ciTY Carlisle Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} 2. Credits/Payments A. Prior Payments B. Discount 1 , 3 41 .4 6 3. Interest 4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. STATE Zlp PA 17013 (1} 2 5, 829.29 Total Credits (A + g } (2) 1 , 3 41 .4 6 (3) (4} (5} 25, 487.83 Make check payable ta: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Y a. retain the use or income of the properly transferred ................................ .................................................... es ^ No ^ x ...... b. retain the right to designate who shall use the property transferred or its income .................. .......................... ^ o c. retain a reversionary interest .............................................................................................................................. d. receive the promise for life of either a ments be fit ? ^ p y , ne s or pre ................ ,.,,..,,.,_.,.......,....... .......................... 2. ff death occurred after Dec. 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................. . .................................................. ^ 0 .............................. 3. Did decedent own an "in trust for" or payable-upon~ieath 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 benefiaary designation? .................................................................... (~ n 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 disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefidary. 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 decedents 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 decedents 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. J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number ~ecedenrsName: Virginia C. Scheff RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 0 2. Stocks and Bonds (Schedule B) .................................... ... 2. 0 3. Ckxsely Held Corporation, Partnership or Sols-Proprietorship (Schedule C} .. ... 3. 0 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 31 ~ _7 2 0 6. Jointly Owned Property (Schedule F} O Separate Billing Requested .... ... 6. 0 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Pn,~perty (Schedule G) O Separate Billing Requested..... ... 7. 5 7 7, 9 6 7 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 6 0 9 , 6 8 7 9. Funeral Expenses and Administrative Costs (Schedule H} ................ ... 9. 1 2 , $ 5 7 . 1 4 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 6 2 3 . 4 3 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 1 3 , 4 8 O . 5 7 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 5 9 6 , 2 0 6 . 4 3 13. Charftable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 5 9 6 , 2 0 6 . 4 3 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 {ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0,x.5 18. 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 26,829.29 26,829.29 Side 2 L 150561D205 15D5610205 O REV-i$o8 EX+ (il-io) Pennsylvania SCNEpYLE E DEPARTMENT OF REVENUE CASH BANK DEPOSITS Q MI5C. INHERITANCE TAX RETIAtN PERSONAL PROPERTY RESIDENT DECEDENT' ESTATEOF: FILE NUMBER: Virginia C. Scheff 00664 Include the proceeds of litigation and the date the proceeds were received by the estate. Nl Pr~Y ~Mhr owned witfi right of survivorship must be disclosed on Schedule F. +~ i i iui c aNow ~5 nCeDeD~ use aaamonai sheets or paper of the same size. REV~1510 EX+ (•~$-091 ~ •: Pennsylvania DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDEM DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Virginia C. Scheff 00664 This schedule must be completed and filed If the answer to any of questions 1 through 4 on page three of the REV-ISan ie ~P~ ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NANE OFTHE TRANSFEREE, TifE1R REIATIONSHlP 1b DECENT MT) THE DATE of TRANSFER. ATTALH A COPY of THE DEEP FOR REAL ESTATE, DATE OF DEATH VALUE OF ASSET % OF DKD'S INTEREST EXCLUSION (~ APPU TAXABLE VALUE 1. North American Annuities 80000 183 89 165,439 100 165 439 80000 183''x'88 155,577 100 155 577 80000 4973 53, 92.2. 1 00 53 92;~ 80000 1 21 91 34, 765 1 00 34 765 80000 7541 166,348 100 166 348 2. Money Market 1,916 100 1,916 Each of the above annuities was payable on Virginia C. Scheff's death, one-half to each pf her daughters, Virginia I. Shinn and Linda M. Lugo. TOTAL (Also enter on Line 7, Recapitulation) $ I 5 7 7 , 9 6 7 ~')~ If more space is needed, use additional sheets of paper of the same size. REV-2511 EX+ {ltl-D9} Pennsylvania DEPARTMENT OF REVENUE INH6tITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Virginia C. Scheff 00664 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 4575.64 B. 1. ADMINISTRATIVE COSTS: Personal Representative Commissions; Name{s) of Personal Representative(s) 2. 3. 4. 5. 6. 7, Street Address City State Year(s) Commission Paid; Attorney Fees: Family Exemption; (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees; Accountant Fees: Tax Return Preparer fees: SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ZIP ZIP 7500.00 581 .50 200.00 TOTAL (Also enter on Line 9, Recapitulation) I ~ 1 2 , 8 5 7. 1 4 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-D8} ~i Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Virginia C. Scheff 00664 Report debts incurred by the decedent prior to death that remained unpaid at the date of death. including unreim6ur~d m~di~l wYn.newe ~~ ~nac apace w neeaeD, mser< aamnonai sneers oT the same size. REV-1513 EXt (01-10) r Pennsylvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF: Virginia C. Scheff RELATIONSHIP TO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tn I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) 1. Virginia I. Shinn, 676 Ellsworth Way, The Villages, FL 32162 Daughter 2~ Linda M. Lugo,123 Stonehouse Road, Carlisle,PA 17015 Daughter FILE NUMBER: 00664 AMOUNT OR SF OF ESTATE 50~ ($298,1 03.21 ) 50$ ($298,103.21) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: i. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I ~i If more space is needed, use additional sheets of paper of the same size. ~., --, ' ^ Q Z N Y /O F- O LDP (n JM• H d~~wroo~ 1T~00 ¢~OOMO V o •~ZO ~ ~ (/7 O (7Q ~o • O ~ ~ O Q Q 2 ~~~ M_ o r ~~~ U a~ N N W C N ~ O e 0 O ~~~ ~ ~,.~.~. m ~- ru ti r~ ~n ..~~ `n ~~ v ---~--~ a ~~ ~~~ o ~~ o ~~ a ~.~ ru ~~ ~ .~~ o N ~ O vi G~ 00 G~ ~ O h ~ ~ ~ ~ ~ ~ "" ~'"" ~ ~ ~ O t~: '; J~Ja.- G ._ ~. ~ -~~ ':~ U ,~~ .~ 7 ~~ ~~ 0 V