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Home My WebLink About10-31-12 (2) 1505610105 REV-1500 ex t°~-", (FI> OFFICIAL USE ONLY PA Department of Revenue Pennsylvania County Code Year File Number o.o.a..,.. oFaE~..~. Bureau of Individual Taxes INHERITANCE TAX RETURN n ~ I~ ~~I Po BoX zso6ol RESIDENT DECEDENT j/+ Social Security Number Date of Death MMDDYYYY Date of Blrth MMDDYYYY ' 08101/2012 10104/1946 Decedent's Last Name Suffix Decedents Flrst Name MI JUMPER _ j PATRICIA 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 DUPLICATE WITH 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. Limitetl Estate O 4a. Future Interest Compromise (date of O `~. Federal Estate Taz Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust fl. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number RONALD N JUMPER JR '. (717) 385-6372 REGISTER OF WILLS USE ONLY r~> ,-, First Line of Address ,... O 247 N MIDDLESEX ROAD _. _ _ ~ - ~ n ' `~ r , i ` ~ ,1 r Second Line of Address ' -. _ _ _ C.J ~ i`- FILED } Ci'~::-or Post Office State ZIP Code -. ° ,_,.. ,_ - CARLISLE .. .... - fi PA 17013 y ~ --= IT`S `_ .... _..... ... ,~ N fi _ - n CJ Correspondent's a-mail address: fI1JUf1'Ipef~COITlC2St.f12t - 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, correct d com ecl it is true f preparer other than the personal representative is based on all information of which preparer has any knowledge. , SIGNATURE E RE ONSIBLE R FILING RETURN GATE ,ol~g » 247 N MI PA 107 DOUBLING GAP ROAD NEWVILLE PA 17241 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 L505610105 J 1505610205 REV-1500 EX (FI) Decedent's Name: PATRICIA A JUMPER Da;cedent's Social Security Number RECAPITULATION _. t. Real Estate (Schedule A).. ......... t. 115 500.00 2. Stocks and Bonds (Schedule B) ........ ........ ......... .......... 2 ,.,,_,_ _..._..... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... 3 _ , 4. Mortgages and Notes Receivable (Schedule D) ...... ........ ......... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)...... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ...... 6. _„ _. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ' (Schedule G) O Separate Billing Requested....... 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 3,250.00 118,750.00 9. Funeral Expenses and Administrative Costs (Schedule H) ....... ......... 9 ,. , 10. Debts of Decedent, Mortgage Liabilities and liens (Schedule I)... ......... 10 11. Total Deductions (total Lines 9 and 10) . ........ ........ ......... .. 11. 12. Net Value of Estate (Line 8 minus Line it) ............................ .. 12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .......... ....... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14... TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sea 9116 '. (a)(1.2) X .0 _ 15 _.. 16. Amount of Line 14 taxable 112,198.85 '.. at lineal rate X .0 45 ......... _. 1s ._. ,.. .......... ....__. 17. Amount of Line 14 taxable ~ ~......, ,.,..... at sibling rate X .12 17 ___. 18. Amount of Line 14 taxable 18 4,838.92 1,712.23 8,551.15 112,198.85 112,198.85 5,048.95 ' at collateral rate X .15 ~ __ __ _ _...._. I. 19. TAX DUE ............. ......... .. ....... ......... .......... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610205 Side 2 5,048.95 O 1505610205 REV-1500 EX (FI) Page 3 1'lnrnl7nn4'c !`mm~lP+,P Oflflr'P_SS' File Number ......... .. ~~. .r-___--__-___- DECEDENT'SNAME PATRICIA A JUMPER STREET ADDRESS 404 WEST PENN STREET ~,,~, ~TA7E ZIP CALISLE PA 17013 Tax Payments and Credits: Tax Due (Page 2, Line 19) ~. CreditslPayments ,a. Prior Payments 9. C'scount 3. Interest __ 252.45 4. If 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. It Llne i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 048.95 Total Credits (A+ B.) (2) 252.45 (3) (4) (5) 4,796.50 Make check payable to REGISTER OF WILLS, AGENT. '. ;'.!„~(. ',III,i„iiiifi~y~~ti3Fd~n~!J')ill~"~fi Ir~N~JY~I]iilli~i!41~~Ihivi=.P~N~~L'I't~1d]~~I]IIIIiHi~n~INi~11IN~§ifl~I~~4iiN~l3~§ir+,~#Nl~ll;~~f~'li?°il?3f§~litl>i!;~,+~lll,'~~~,,~rli.''33~'a~'°,,~zhirl,'1: 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 .......................................................................................... ^ b. retain the right to designate who shall use the properly transferred or its income ............................................ ^ c. retain a reversionary Interest .............................................................................................................................. ^ d. receive the promise for life of either payments, benefts or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ 3. Did decedent own an "intrust for" or payable-upon-death bank account or security at his or her heath? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, whicF~. contains a benefciary designation? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART Of THE RETURN f *Ir rI i(~ x "'I i I ' i "' I dFt' 9 EE! II33+ IIII[ I Ili ' a i~ ' 'l+~Iff ~ri,l h"t i rrUr'£~1~~(lir'Sfwli'~gf Eil lidiG'l; iI3 3;4 i ii.t. .....:.. i.. i ~ F~?,.i.l..l),i1, i?.,_„I,>L~II~,I i.3.1~„ttil,ll~?Pla,.il'.€,) I~h ~ ~61.,,,9~N 11,,:~1~~~~~1l~u'~3>I~II~I,I~I ~}~~~:,,,~lll i.,~..,.: z tll ] ~ ,~E h..,.,,~ Par 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 s 3 cercent l72 P.S. §9116 (a) (1.1) (I)]. =or 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 (~ 2 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 disclosure of assets and `i!..inc a tax return are still applicable even if the surviving spouse is the only beneticiary. Por 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 decedent's 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 decedent's siblings is 12 pera~nt [72 P.S. §9116(a)(1.3)]. Asibling is defned, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (0140) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TA% RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF: FILE NUMBER: PATRICIA A JUMPER 2112-0881 All real property owned solely or as a tenant in common must he reported at fair market value. Fair market value is defned 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 [he relevant facts. Real property that 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. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 single family detached residence at 404 West Penn Street 115,500.00 Borough of Carlisle, Carlisle, PA 17013 TOTAL (Also enter on Line 1, RE~capitulation.) I $ 115,500.00 If more space is needed, use additional sheetr of paper of the same size. REV-i5o8 EX+ (o8-iz) ~ pennsylvania DEPARTMENT OF REVENUE SNHERITANCE TA% RETURN RESIDENT DECEDEfIT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: PATRICIA A JUMPER 2112-0881 Include the proceeds of litigation and the date the proceeds were received by the estate. •u .......e.t,. :,,...n„ nwnnn wits, rioht of survivorship must be disclosed on Schedule F. if more space is needed, use additional sheets of paper of [ne same srze. REV ~Sll EX+ (70-09) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER PATRICIA A JUMPER 2112-0881 Decedent's debts must be reported on Schedule I. FUNERAL EXPENSES: EWING BROTHERS FUNERAL HOME B. 1. 2. 3. 4. 5. o. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) _ Street Address .. .---- Cdy _.._ __. -.- - --~- 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 ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: TOTAL (Also enter on Line. 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. ZIP 3,964.32 603.82 270.78 4,838.92 REV-~stz Ex. `~~ N~' SCHEDULE I { ~ pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE mnEalTArvcE TAx RFUarv MORTGAGE LIABILITIES & LIENS ResmErvr Deceoervr FILE NUMBER ESTATE OF 2112-0881 PATRICIA A JUMPER Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medVALUE ATeDATE ITEM nccramTiON OF DEATH ao~n - 406.00 ' ERIE INSURANCE CO 160.44 2. CAPITAL ONE CREDIT CARD 211.37 3. AERO OIL CO 124.59 4. VERIZON WIRELESS 730.00 5. CLEANING AND REFUSE REMOVAL 79.83 6. PP&L ELECTRIC CO 1, 712.23 TOTAL (Also enter on Line 10 Recapitulation) $ If more space is needed, insert additional sheets of the same size.