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Home My WebLink About95-0256SC~~)~9522 ~i 6 a ~, r ~1. 1500 Ex+ p-9a) "-.''~ V a ~. INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12131191 ~CK HERE ~ y POVERTY CREDIT IS CLAIMED ^ ES IDENT DECEDENT t~ FILE NUMBE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 ,O BE FILED IN DUPLICATE R ~02,5~ a ~ - g~ . HARRISBURG PA 17128 0601 / WITH REGISTER OF WILLS) , - COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MID INITIAL) DECEDENT'S COMPIETE ADDRESS Rife Ruth E. 670 Walnut Bottom Road z W SOCIAL SECURITY NUMBER DATE OF DEAiH DATE OF BIRTH Shl ppensburg PA 17257 W 180-10-6912 11-8-94 5-5-10 , coup Cumberland p IIF APPLIUlLE) SURVIVING SPOUSE'S NAl1E IUSi, FIRST AND MIDDIE INITIAII SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) ~ ® 1. Original Return ^ 2. Su lemental Return pp ^ 3. Remainder Return scat =cc ', ^ 4: Limited Estate (for dates of death prior to 12-13-82) ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required c, c ~ (for dates of death after 12-12-82) a m ^ b. Decedent Died Testate ^ 7. Decedent Maintained a living Trust _ 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach copy of Trust) .~. . , r ~A~~~~ ~R~ QI:,1.4E~~,~; . _. CO, DAN ~A F .. , _.__ O S~CUL~' F,~..QIR~C_,IE~,- = ~~ ~~~ uy', W NAME - ~ COMPLETE MAILING ADDRESS David P. Perkins Es uire ~'~ MARK, WEIGLE AND PERKINS VO TELEPHONE NUMBER 717 532-7388 126 East King Street z 0 5 f- a a v 1. Real Estate (Schedule A) L ,m (1 ) 2. Stocks and Bonds (Schedule B) (2 ) 3. Closely Held Stock/Partnership. Interest (Schedule C) (3 ) 4. Mortgages and Notes Receivable (Schedule D) (4 ) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 93.20 (Schedule E) b. Jointly Owned Property (Schedule F) (6) __ 1 ,188.56 " 7. Transfers (Schedule G) (Schedule L) (7) y ~:: 8. Total Gross Assets (total Lines 1-7) (g ) 9. Funeral Expenses, Administrative Costs, Miscellaneous E (9) 2 , 775 .53 xpenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) ' Iv~ ~ ~ i i~ t~ '! ~ .-~, - ::~ -- t l.~J - ~~y;~ j ~~~ __y, -,z 1,281.76 11. Total Deductions (total Lines 9 & 10) (11) _ 2, 775.53 12. Net Value of Estate (Line 8 minus Line 11) (t2) 1,493.77) 13. Charitable and Governmental Bequests (Schedule J) (13) _ 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (1, 493.77 15. Spousal Transfers (for dates of death after b-30-94) See Instructions for Applicable Percentage on Reverse (15) x,_= _ Side. (Include values from Schedule K or Schedule M.) 16. Amount of line 14 taxable at b°r6 rate (16) x .06 . (Include values From Schedule K or Schedule M.) _ 17. Amount of Line 14 taxable at 15% rate (17) x ,13 =NONE - INSOLVENT z (Include values from Schedule K or Schedule M.) o a 18. Principal tax due (Add tax from Lines 15, 16 and 17.) ~ (lg) _ ~ 19. Credits Spousal Poverty Credit Prior Payments Discount Interest a 20. If Line 19 is greater than Line 18, enter the difference on Lins 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. (21 A) B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. (21B) Make. Cheek Payable to: Register of Wills, Agent ~~ r.~r~~ sE s ler penalties of perjury, I declare the true, correct and complete. 1 declare ed on all information of which oreoa gave examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It all real estate has been reported at true market value. Declaration of preparer other than the personal representative is has any knowledge. tURN ADDRESS DATE ~ M 3 C`~ ~ John G. Rife, 670 Walnut Bottom Road, Shippensburg,_PA 17257 IVE ADDRESS DATE David P. Perkins, 126 E. King St., ShippensburQ, PA 17257 ~'~~~~~ Act #4$ of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the uss of the spouse. The rates as prescribed by the statute will be: • 3% (.li~j will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 290 (.~) wiA be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 1°k (.®1) will be applicable-for estates of decedents dying on or after 1/1/97 and before 1/1/98 • Spors.l transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PACING A CHECK MARK (r) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: X a. retain the use or income of the property transferred, ....................................................... X b. retain the right to designate who shall use the property transferred or its income, ............... X c. retain a reversionary interest; or ................................................................................... X d. receive the promise for life of either payments, benefits or care ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding g 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 R 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. s REK1508 EXti (Z-8n ~, COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE Ruth E. Rife (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER 1. Capital Blue Cross -refund at cancellation 11-30-94 Please Print or VALUE AT DATE OF DEATH 93.20 1~ TOTAL (Also enter on line 5, Reca (Attach additional 81ii" x 11" sheets if more space is needed.) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY S 93.20 a ' - REV•1a09 EX+ i7.83) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ruth E. Rife Joint Tenant(s): NAME SCHEDULE "F" JOINTLY-OWNED PROPERTY FILE A• John G. Rif e B• Robert Rife C. 670 Walnut Bottom Road Brother Shippensburg, PA 17257 2130 Ritner Highway Nephew Shippensburg, PA 17257 Jointly-owned property: ITEM LETTER FOR DATE UMBE JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST ~• A. 1975 uphin Deposit Checking ~5 ~U~~~~ ~ -~ Account ~~0097472662 ~ 1,354.52 507 677.26 Accrued interest to date of ~ death .52 507 R ~~ ~~o~s 73 s 2. A. ,B. 1971 Dauphin Deposit Passbook ~ l•S '~ ....-S Savings Account 44938707993 / 1,373.85 3 1/3~ 457.95 Accrued interest to date of death 9.22 3 1/3 3.07 3. A. 1989 Dauphin Deposit Passbook Christmas Club Account 444938900319 100.00 507 50.00 Accrued interest to date of death .04 507 ,02 (If more spoce is needed insert additional sheep of same size) TOTAL (Also enter on line 6, Recapitulation) _ I S 1 , 188.56 ti ~ 'REV-1511 E%+ (/-BB) ~~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ruth E. Rife C. ITEM NUMBER DESCRIPTION A. Funeral Expenses: ~• Fogelsanger-Bricker Funeral Home Please Print or AMOUNT 2,502.00 B• Administrative Costs: 1. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees Mark, Weigle and Perkins 3. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees Miscelloneous Expenses: ~• Register of Wills, Cumberland County -filing Insolvent PA Inheritance Tax Return Z• United of PA -final telephone billing 6 7 8 (If more space is needed, insert additional sheets of same size.) 225.00 10.00 38.53 i ~' TOTAL (Also enter on line 9, Recapitulation) $ 2 775.53 ~ REV.151~ EX + ~2-67) COMMONWEALTH Of rENNSYIVANIA _ INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Ruth E. Rife FILE NUMBER TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space Is needed, insert additional sheets of same size) ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: ~.,~ ~o y~ _.,, N N