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Home My WebLink About09-26-12 REV-1500Ex,e,-tb) 1505610143 PA Department of Revenue pennslyl ania Bureau of Individual Taxes eaP^a~Maa*or aa~ax~a Po Box.zaosol INHERITANCE TA. Harrisburg, PA 17128-0601 RESIDENT DEC NT INFORMATION BELOW OFFICIAL USE ONLY County Cotle Year File Number RETURN 2 1 1 0 0 8 9 2 r1FNT Social Security Number Date of Death 205 42 2194 08 02 2010 Decedent's Last Name Suffix WOODRING (If Applicable) Enter Surviving Spouse's Information Below Date of Birth 07 17 1952 Decedent's First Nalne LEONARD Spouse's Last Name Suffix Spouse's First Name WOODRING TRUDY Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW MI M MI L ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 1213-82) ^ 4. Limited Estate ^ pa, Future Interest Compromise ^ :i. Federal Estate Tax Return Required hate oraeeth atler l2-12-82) ^ g Decetlem Died Testate IAnach Copy of Wilq ^ ~ Oecetlent Maintalnetl a Living Truat (Attach Copy of Tmst) ---- B. Total Number of Safe De oeit Boxes D ^ 9. Litigation Proceeds Received ^ 10. Spousal PoveM Cretlit;date of death b t 12 31 91 tl ^ '11.Election to tax untler Sec. 9113(A) e ween - - an -1-95) (gttach SCh. O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAT( INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number TRUDY L WOODRING First line of address 683 MAGARO ROAD Second line of address City or Post Office ENOLA State PA ZIP Code 17025 REGISTER ILLS USE~ILY hl (// (•1 ~ L ~Ct' (V ui ;; v+ ~~j (-,r. ~ 1' 0~:; ~ - D LED tV ... r 1 CJ C~. f'i't C7 (_ 17 _~ Correspondent's a-mall address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNAT RE OF PERSON RESPONSIBLE FOR~FILING RETURN DATE `.~ ~~ 1.r ~i9rs~is .,:,c~ Trudv L. Woodrina ~ l ~ ~ f -~ 683 Magaro Road, Enola, PA 17025 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE Side 1 L 1505610143 1505610143 J 1505610243 REV-1500 EX Decedent's Social Security Number oeoeaem~s rvame: WOODRING, LEONARD M. . _ _. _.. 205 42 2194 RECAPITULATION __ ~ 139,300.00 1. Real Estate (Schedule A) ...................................................................................... . 1. 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. 35,100.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested............ 7. 174,400.00 8, Total Gross Assets (total Lines 1-7) .................................................................... . 8. 10,100.00 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................. . 10. 10,100.00 11. Total Deductions (total Lines 9 ~ 10) .................................................................. . 11. 164,300.00 1z Net Value of Estate (Line 8 minus Line 11) ......................................................... .. 12. 13. Charitable and Governmental Bequests(Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .............................................. . 13. 164,300.00 14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. . 14.. TAX COMPUTATION • SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16 4, 3 0 0. 0 0 15 0. 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 16 at lineal rate X .045 . 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable ai collateral rate X .15 18. 19. Tax Due ................................................................................................................ .. 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 REV-1500 EX Page 3 Flle Number 21 1 0 - 0892 Decedent's Complete Address: Woodring, Leonard M. STREET ADDRESS 683 Magaro Road __ CITY - - - -_-STATE-- ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments _ _ _ B. Discount _ _ Total Credits (A + 8) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Llne 20 to request a refund _ 5. It Line 1 + Line 3 is greater than Llne 2, enter the difference. This is the TAX DUE. l5) O.O O Make Check Payable to: REGISTER OF WILLS, AGENT. xw!,' T ,. ~k W' Y t M J „x}' rv ' W C K •Y',, 4 `P"+ a v"wvt~ 'Y ,. ,y~..w.E..~j.v. ~,. a..tiW.W„ r~ • t4otvw w' tr. ~e~i g~t"`i PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No 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 care7 ......................................._................._ x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration9 .................................................................................................................... x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ ~. x. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefciary designationl .................................................................................................................. ,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. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net values of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1 } (i)]. For dates o(death on or after January 1, 1995, the tax rate imposed on the net value o(transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) u)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. 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 ears of age or younger at death to or Tor the use of a natural parent, an adoptive parent, or a stepparent of the child Is 0 percent [72 P.S. §9118 (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, except as noted in ~z Ps. §s11s 12) pz Ps. §s11s (a) (1>]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings Is 12 percent [72 P.S. &9116 a) (1.3) . A sibling is defined under Section 9102, as an individual who has at least one parent in common with the ciecedenl, w&elher y bloo~ or adoption. SCHEDULE A COMMONWEALTH Df RENNSYLVANIA '. REAL ESTATE INHERITANCE iF%RETURN ~I RESIDENT DECEDENT FILE NUMBER ESTATE OF Woodring, Leonard M. 21 -10 - 0892 -_ _ __ __ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedent's interest if owned as tenant in common. ---- ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Real estate situate at 683 Magaro Road, Enola, (East Pennsboro Township) Cumberland 139,300.00 County, PA. Assessed value of $139,300 times common level ratio factor of 1.00 equals fair market value of $139,300.00 TOTAL (Also enter on Line 1, Recapitulation) 139,300.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. DDM~~ER„ H~Er~RE;~R„^N~^ I PERSONAL PROPERTY RESIDENT DECEDENT _. __ 'FILE NUMBER ESTATE OF Woodring, Leonard M. 21 - 10 - 0892 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM ___ NUMBER 1 2002 Ford Mustang 2 2008 Chevrolet Silverado 3 1995 Chevrolet S10 4 Dump trailer 5 Utility trailer 6 1995 tracker boat and trailer 7 Row boat 8 Tools and supplies DESCRIPTION __ VALUE AT DATE OF DEATH 10,000.00 11,000.00 1,000.00 1,000.00 500.00 1,500.00 100.00 10,000.00 TOTAL (Also enter on Line 5, Recapitulation) 35,100.00 ~UI.E H //F~Z~yyJ N ~~E RS~A L~~ /D/~~ ~~~LL ES~T I // S~~ //EM~S '' ~~&~~ COMMONWEALTH OF PENNSVWANIF /'1L/Ir1~1~71rY111YG \IW IJ INHERITANCE TAx RETORN RESIDENT DECEOENi ESTATE OF Woodring, Leonard M Debts of decedent must be reported on Schedule 1. __ __ ITEM DESCRIPTION NUMBER FUNERAL EXPENSES: A. 1 Myers Funeral Home, Mechanicsburg, PA B. 1 2. 3. 4. ADMINISTRATIVE COSTS: Personal Representatlve's Commissions Name of Personal Representative(s) Street Address FILE NUMBER 21 - 10 - 0892 AMOUNT __ 10,100.00 City State Zlp Year(s) Commission paid Attorney's Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees 5. Accountant's Fees 8. 7 1 Tax Return Preparer's Fees Other Administrative Costs TOTAL (Also enter on line 9, Recapitulation) 10,100.00 REV-1517 E%+111-08) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN ~~, RESIDENT DECEDENT ' ESTATE OF FILE NUMBER Woodring, Leonard M. 21 - 10 - 0892 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$} RECEIVING PROPERTY Oo NOI LIat Trustaalq __. [~ TAXABLE DISTRIBUTIONS[include outright spousal distrlbutons, and transfers under Sec. 9116 (a) (1.2)] 1 Trudy L. Woodring spouse entire estate 683 Magaro Road Enola, PA 17025 Enter dollar amounts for distributions shown above on lines 15 through 16 on Rev 1500 cover sheet, as appropriate. ].I NON-TAXABLE DISTRIBUTIONS: ' A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 'B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 V ~c_y+ 1 t(~ 11 ~~ ~\~ l~ J +... `~ ~' Q ` ` '"'h'Y' ~~ .~. ~J J (~~`~'' f S N ~4 N w ~ ~