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HomeMy WebLinkAbout09-20-12~ REV-1500 Ex(°'_'°' PA Department of Revenue Pennsylvania Bureau of Individual Taxes ~}MTMOirOF~~ Po Box.2sosol INH Harcisburg, PA 17128-0601 F 1505610143 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ON~Y Courny Code Year, File Number TAX RETURN 21 12 0282 )ECEDENT Date of Birth ~~~ ~~ ~~~~ .+~ ..~ ~..~~ O1 24 1939 Deodent's Last Name Suffix Decedent's First Name MI WILDMAN THOMAS A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICAT WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder R (date of death prior to 12.1 2) ^ 4. Limited Estate ~ 4a. Future Interest Compprromise 5. Federel Eata (date aF death after 12-12-02) ^ Tax Return Required S, (Ana at~C ~ W~l to ~ ~ pecederri Maintained Living Trust ~ Ane Copy rust S. Total Number ppg' OXeS f Safe De It B G1 9. Lltigatron Proceeds Received ~ t0. ~~~P9~'!~~ ~~~it{d~5~ dash ^ 11. Electlon to tax under Sec. g113(A) (Attach Sch. CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATI N SHOULD BE DIRECTED TO: Name Daytime Teleph Number WAYNE M PECHT ESQ 717 691 9808 REGISTER ILLS USE~LY N First line of address M 1205 MANOR DRIVE , ~ Second line of address N =~`~ C ~- T C7 SUITE 200 ~ ~`~~' ~' ;_' City or Post Office D State ZIP Code LED MECHANICSBURG PA 17055 t/! N Correspondent's e-mail address: WpechtQpechtlaw.com Under penalties of perjury, I declare that 1 have examined this return, inGuding accompanying schedules and statements, and to the bas of my knowledge and belief it is true, correct and complete. Declaratron of p pa other than the personal representative is based on all information of which preps , r has any krtovdedge. IJA OF PERSON RESPON B OR FI R DATE Ma aret A Gilhool -/ s 417 Clove oad E rs PA 77319 SIGMA RE 0 REPAR ROT REPRESENTATNE DATE Wayne M Pecht Esq. ~ ~ ~/ ADD E S i 1205 Manor Drive, Mechanicsburg, PA 17055 ~~ r aide 1 ~~ 1505610143 15056101,43 REV-1500 EX - o~aem'SNBme: Wildman, Thomas A Decedent's So 'al Security Number 192 30 4353 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. Iii 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 6 , 007.43 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers 8 Miscellaneous Ikon-Probate Property (Schedule G) u Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8. 6, 007.43 9. Funeral Expenses & Administrative Costs (Schedule H) ............................... ........ 9. 3 , 838.50 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. 102 , 669.86 11. Total Deductions (total Lines 9 & 10) .......................................................... ......... 11. 10 6 , 5 0 8 . 3 6 12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 100 , 500.93 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................................... ........ 13. 14. Net Value Subjeet to Tax (Line 12 minus Line 13) ...................................... ......... 14. 1 OO , 50 0.93 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 0.00 16. 17. Amount of Line 14 taxable at sibling rate X .12 O . O O 17. 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18. 19. Tax Due ............................................................. .................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 0.00 0.00 0.00 0.00 0.00 III 150561043 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0282 DECEDENT'S NAME Wildman, Thomas A i STREET ADDRESS i 1113 Bridge Street -- ~i CITY New Cumberland STATE PA ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. Thia is the OVERPAYMENT. Check box 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. Total Cred'Rs (A + B) AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE (1 0.00 0.00 ~.~0 'RIATE BLOCKS Yes No ... x ... x .... x .. x 1. Did decedent make a transfer and: a. retain the use or income of the property transferced :......................................................................... 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? ...................................................... 2. If death occurced after December 12, 1982, did decedent transfer property within one year of death wit receiving adequate consideration? .............................................................................................................. 3. Did decedent own an "in trust for' or payable upon death 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 beneficiary designation? ................................................................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE 8CHEDULE G AND FILE IT k5 ^ ^x ^ ^x 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 or the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the su iving 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 requir menu for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. i For dates of death on or after July 1, 2000: !i • The tax rate imposed on the net value of trensfers from a deceased child 21 years of age or younger at death to or for th 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, a cept as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of trensfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §911 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, wheth r by blood or adoption. Make Check Payable to: REGISTER OF Rsv7608 EXa 18-981 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ~ RESIDENT DECEDENT ~ ESTATE OF FILE NU BER Wildman, Thomas A 21-12 282 InUude the proceeds of litigation and the date the proceeds ware received by the estate. All property jointly-owned tlr the right of survivorship oast bs dbelossd on seMtluis F. II ITEM I VALUE AT DATE NUMBER DESCRIPTION ~ OF DEATH 1 PNC Bank -Personal Checking Account of Thomas A. Wildman ~~~ III it I III I III VIII Ili III II I 6.007.43 TOTAL (Also enter on Line 5, Recapitulation) ~I I 6,007.43 (If more space is nestled, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-100 Schedule E (Rev. 6-98) I REV-7181 EXa (70-08) CONI~~I~~TECEDENTV~1 ANIA ESTATE OF FILE NU BER Wildman, Thomas A 21-12-01282 Debts of decedent must be reported on Schedule I. ' ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: B. I ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(sl Commission paid 2. Attomev's Fees P@Cht 8~ Associates, PC 3,750.00 3, Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 88.50 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 3,838.50 Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-15 0 Schedule H (Rev. 10-06) ~I __ I __ SCHEDULE H FUNERAL EXPENSES 8r ADMINISTRATIVE COSTS Rw-1612 EX+ (72-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NU BER Wildman, Thomas A 21-12 282 ll Report debb Inwrred M fh• decadent pfor to death that remained unpaid at th• dat• 01 tlaerh, Including unrslrnbum•d nrdlcal a panae0. ITEM i VALUE AT DATE NUMBER DESCRIPTION ~ OF DEATH 1 American Expreaa - Credit Card ~I i 7,969.93 2 Ameritrade lip 205.46 3 Bank of America -Credit Card 4,463.60 4 Bank of America -Credit Card i 22,441.49 5 Chase -Credit Card I', 5,721.63 6 Citibank, NA -Credit Card 9,651.51 7 CIUCard -Credit Card 5,166.64 8 Cumberland Law Journal -Publication Estate Notice 75.00 9 Patriot News -Publication Estate Notice 116.45 10 Pfister and Rompalo, P.C. - T. A. Wildman 2011 Federal and State Income Tax Returns 135.00 11 Richard Wildman -Reimburse Fellowship following funeral; Probate fees ', I 2,321.06 12 ~ Richard Wildman -Reimbursement -Headstone Rolling Green Cemetrery 1,782.00 13 Robin Gasperetti -Reimburse funeral expenses 'I 1,103.00 14 Sears -Credit Card lil 3,800.00 15 US Bank -Credit Card 7,828 B7 16 US Bank -Credit Card 7,626.67 17 VISA Signature -Credit Card 22,214.93 Total of Continuation Schedule I sae attached page TOTAL (Also enter on Line 10, Recapitulation) 102,669.86 trr more space is neeoetl, atltlitional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Forrn PA-15p0 Schedule I (Rev. 12-08) II Rev-1672 EX~IB-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8 LIENS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TA%RETURN RESIDENT DECEDENT ESTATE OF ITEM NUMBER DESCRIPTION ~ VALUE AT DATE OF DEATH 18 West Shore EMS it it it ~i I'i 248.82 TOTAL (Also enter on Line 10, Recapitulation) 102,669.86 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1 0 Schedule I (Rev. 6-98) N Cn y{ ~ ~ Cry3 /~ ~ O C~'~~ N ~ l , ~ ~ y M+ 1yr r ~ M Y //w~~y~~ 1..+ V~ o pp ~ y ~ Q Y• . • d 0 ~ ~ ~ n ~~-~ a ~~ o ~~ o ~ c~a ~K ~ `~ ~~~ ~ ~c ~ ~ n ~ ~ ~ ~ 0 c~ ~$ on ~ :. ^ q ie VY, N # 0000000945 o i r ~~ PECHT & ASSOCIATES, PC Suite 200 1205 Manor Drive Mechanicsburg, PA 17055 Wayne M. Pecht Member of California $ar CPA/LLM in Taxation Rob Bleecher September 18, 2012 Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Thomas A. Wildman, deceased No.: 21-12-0282 Dear 1~1s. Strasbaugh: Telephone: 717-691-9808 Fax: ?17--691-2070 Enclosed for filing with your office are the original and three (3) copies of the Inheritance Tax Return and Inventory with regard to the above-referenced estate. Also enclosed is a check payable to the Register of Wills in the amount of $30, representing the filing fees for the Inheritance Tax Return and Inventory. Please file the original and return two date-stamped copies to rx~e in the enclosed self-addressed, stamped envelope. If you have any questions, please call me. Thank you for your continuing cooperation. Very truly yours, PE HT ASSOCIATES, PC •m ~,, c' =ii Wayne M echt ~, ro u;T=~ o ~~~, ~., '+ Enclosures $"'" N .~.. fi.