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Home My WebLink About95-0318J ~ i i ~0~~~ REV-1500 Ex+ p-gal ~ INHERITANCE TAX RETURN FOR DATES OF DEATH AFTER 12/31/91 CHECK HERE IF A SPOUSAL ^ DIT IS CLAIMED RESIDENT DECEDENT ILE N MBER _, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE ~ ~ ~~- ~ ~ /8 DEPT. 280601 WITH REGISTER OF WILLS) HARRISBURG, PA t7128.06ot COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS 206 W Pine St c SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Mt Holly Springs Pa 17065 1 82-22-2003 2/22/95 3/21 /31 coin, p IIF APPLICABLE) SURVIVING SPOUSE'S NAME ILAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONSI Kerchner Mildred L 255-46-5606 56 051 L++ [~,, 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return YaH (for dates of death prior to 12-13-82) W do ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Return Required ~ ¢ ~ (for dates of death after 12-12-82) s c 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) vi Z A M LETE M DD ~Z Mildred L Kerchner 206 W Pine St ~~ TELEPHONE NUMBER Mt Holly Sings Pa 1705 717 486-5152 1 1. Real Estate (Schedule A) (1) - 2. Stocks and Bonds (Schedule 6) (2) ~ ~ - 3. Closely Held Stock/Partnership Interest (Schedule C) (3) nJ 4. Mortgages and Notes Receivable (Schedule D) (4) '~' 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) _ - - (Schedule E) - _ A _ Z b. Jointly Owned Property (Schedule F) (b) _ -"' -: •,"-~ -~~ ~ ~-7 5 ~ 7. Transfers (Schedule G) (Schedule L) (7) ~(~ n S 1 r _ ~56 051 a 8. Total Gross Assets (total Lines 1-7) 1 00 , (8 ) uUi 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) °C Expenses (Schedule H) 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 1 1. Total Deductions (total lines 9 & 10) (t t) ~ 5 , 9 51 12. Net Value of Estate (Line 8 minus Line 11) (12) _ 13. Charitable and Governmental Bequests (Schedule J) (13) 14. Net Value Subject to Tax (line 12 minus line 13) (la) 5 5 , 9 51 15. Spousal Transfers (for dates of death after b-30-94) 5 5 , 9 51 15 S I f A l bl P R p ~ 1 , 6 7 9 ee nstructions or pp ica e ercentage on everse ( ) x _ .Side. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at 646 rote (16) x .06 (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15D/o rate (17) x .15 = z (Include values from Schedule K or Schedule M.) o a 16. Principal tax due (Add tax from Lines 15, 16 and 17.) (1 g) _ 1 , 6 7 9 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) 1 , 595 A. Enter the interest on the balance due on Line 21A. (21 A) B. Enter the total of Line 21 and 21 A on Line 21 B. This is the BALANCE DUE. (21 B) '~.s ~ Cl ~ Moke Cheek Payable to: Register of Wills, Agent R i ~ ti ~- Under penalties of perjury, i declare that I ave examined this return, including accompanying schedules and statements, and to the beat of my knowledge and belief, d l l h l it is true, correct an comp ete. I dec are t at all real estate has been reported at true market va ue. Declaration of preparer other than the personal representative is based on all information of which preporer has any knowledge. IG TURE O F PERSON RESPONSIBLE O FILL G RET N ADDRESS DATE C ! , AT RE PR R OTHER N R P NTATIVE ADDRESS _ ~~. ~~yy~) " DATE ~ 1 GT(rs ~ ~ yy Ai4/~~4~/L_. ~ ,~~ ~ ZJ~ ~f y Act #48 of 1994 provides for the reduction of the fax 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: • 39/0 (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 201/0 (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 • 19k (.O1) will be applicable for estates of decedents dying on or after 1 /1 /97 and before 1 /1 /98 • Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (-~) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: 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, ............... c. retain a reversionary interest; or x ................................................................................... 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 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 adequate consideration$ ................................................................................................... x 3. Did decedent own an 'in trust for'. bank account at his or her death$ ...................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. r_.-.~...., y ~ ~ SCHEDULf H ~~` FUNERAL EXPENSES, COMMONWlA1TM01 PlNNSYLVANIA A~M~I~ISTRATIVE CASTS AMa INHERITANCE TAX RETURN RESIDENT DECEDENT MISCELLANEOUS EXPENSES Pladsa Print or T a ES T O F Stewart R Kerchner ITEM NUMBER DESCRIPTION AMpUNT A. Funeral Expenses:: I transport of body from hospital to $100 funeral home B. Adminlstrativa Casts: 1. Personal Re{~resentative Commissions _ _ Social Security Number of Personal Representative: Yeor Commissions paid 2. Attorney Fees 3. Fomily Exemption Claimant Relationship Address of Claimant at decedent's death Sweet Address City Stote Z1p Coda 4. Probate Fees C. Miscellaneous Expenses: 1. 2. I 3. 4. S. 6. I 7. ~ 8. TOTAL (Also enter on line 9, Retapitulafion} I $ 1 00 (If more space is needed, insert additional sheets of sdm• size.} REV•1510 EX + (2-67) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA TRANSFERS INHERITANCE TAX RETURN RESIDENT DECEDENT PLEASE ?RINT OR TYPE ESTATE OF FILE NU Stewart R Kerchner t rn~ xn evu~t mual nt wmlr~eTtD AND FILED IF THE ANSWER TO ANY OF THE QUESTION S ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM NUMBER DESCRIPTION OF PROPERTY Include name of the transferee, their relationship to decedent, date of transfer. EXCLUSION TOTAL VALUE OF ASSET DECD. ~0 INT. DOLLAR VALUE OF DECEDENT'S fNTEREST 1 IRA Mildred L Kerchner spouse 2/22/95 date of death $56,051 100 $56,051 TOTAL (Also enter on line 7, Recapitulation) $ 5 6 .~ 0 51 (If more space is needed, insert additional sheets of some size.) t_n l,~ 1 r