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Home My WebLink About11-05-12 (2),, ___I 1505610105 REV-1500 ex t°, ,,, IFt, PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes '~~~~"k~~~~~NHERITANCE TAX RETURN County Code Year File Number PO BOX z8o6ot ~I I ~ ~~ Harrisburg PA 19 128-0 60 1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY Decetlent's Last Name Suffix Decedent's First Name MI Sale Katherine I (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 INAPPROPRIATE OYALS BELOW I~ 1. Original Return O 2. Supplemental Re[urn O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) Op 6. Decedent Died Testete O 7. Decedent Maintainetl a Living Trust 8, To[al 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) Behveen 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 TO: Name Daytime Telephone Number Cheryl Winkler (41CI) 679-0203 First Line of Address 313 Oakway Court Second Line o(Address City or Post Office Joppa Correspondent's a-mail Under penalties of perjury, I d it is true, correct and complet SIGNATURE'. OF PERSON F State ZIP Code Md 21085 n cS REGISTER O I~ USE ONLXn ~ 4 m -, r 0 ~ ~ci CJ1 r ,.- C'DCJ 'D O r _+_ ~ _y N ] DATE FILED O that I have examined this return, including accompanying schedules antl statements, and to the best of my kr laration of preparer other than the personal representative is basetl on all information of which preparer has NS(BJ„E FOR FILING RETURN ,,,,..~ ~% O (' ~'i-1 -'rim ;~ -n r. m ~A ~ -7t '~'- SIGNATURE OF PREPARER ~ .~o~Po 'HAN REPRESENTATIVE DATE PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J •- REV-1500 EX (FI) 15p561p205 oecedam•s Name: Katherine I Sale RECAPITULATION 1. Fteal Estate (Schedule A) ............................................. 1, 2. 6ltocks 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 (:ichedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. ii. Total Deductions (ho[al Lines 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and GovQrnmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject tlo Tax (Line 12 minus Line 13) ..................... ... 14. TAX CALCULATION • S E INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec9116 (a)(t2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16 17. Amount of Line 14 taxable at sibling rate X .12 17 16. Amoun[ of Line 14 taxable at collateral rate X .15 57,216.96 16 19. TAX DUE ............ . ......... _ ................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Clecedent's Social Security Number 0.00 43,384.89 0.00 0.00 19,111.05 0.00 0.00 62,495.94 3,472.50 1,806.48 5,278.98 57,216.96 0.00 57,216.96 8,582.54 8,582.54 O Side 2 15p561p205 15p5610205 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENT'S NAIdE Katherine I Sale STREETADDRESS ----. ----. ----. -.._ _-- -. -__- --_- --_ _- ----. ---.. --. 313 Oakway Court PPa - -. - - - - srATE I - ZIP Md 21085 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A, Prior Payments __ __ B. Discount 3. Interest 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 lb request a refund. 11) 8,582.54 0.00 0.00 (4) 5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 8,582.54 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER 1fHE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent mike a transfer and' a. retain the usq or income of the property lransferred ................................................................................... Yes ....... ^ No ^ b. retain the right to designate who shall use the property transferred or its income ..................................... ....... ^ c. retain a revergionary interest ..................................................................................... d. receive the promise for life of either payments, benefits or care? ............................................................... .._... ^ ^ If death occurred' after Dec. 12, 1982, did decedent transfer properly within one year of death without receiving~adequate consideration? ........................................................................................................ ...... ^ Did decedent owh an "in trust for" or payable-upon-death bank account or security at his or her death? ........ ...... ^ Did decedent owh an individual retirement account, annuity or other non-probate property, which contains a benefciary designation? .................................................................................................._.............. ...... ^ IF THE ANSWER TO ANY OF TH$ ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ,h 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 for the use of the survlwng spouse is 3 percent [72 P8. §9116 (a) (1.1) (i)]. For 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 [72 P.S. §9116 (a) (1.1) (ii)]. The statue 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 eLen if the surviving spouse is the only benefciary. 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 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent oP 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 percent 72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Total Credits (A+ B) (2) (3) Pennsylvania 61J i.iJ DEPAgI MENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS CDINIC UY FILE NUMBER Katherine I Sale -- -~-'- . .,__.. ,,..~, ..,,~~.~~~~a~ ~~~rrl> ui me same sze Rey-tsrz ex+ itz-oai ~ ~ Pennsylvania DECnRTnErvTOFaEVErvuE ""ERIT""`E T,~ RETUR" RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Katherine I :Sale Repo rt debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimb ursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Community Life EMS-Medical 57.00 2 Pinnacle Health Hospital-Medical 55.15 3 Department of Veterans Affairs-Medical 174.00 a West Shore EMS-Ambulance Services 938.35 5 Continuing Care Rx-Prescriptions 64.88 6 Pennsylvania State Employees Retirement System-Prorated payback of final month's pension 517.10 TOTAL (Also enter on Line 10, Recapitulation) I; 1,806.48 If mare space is needed, insert additional sheets of the same size. RE'J-I S 1 L EX+ ! 10-09 ) pt pennsylvania JEPARTME Ni OF RE VENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Katherine I Sale Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: '-" 1' Cremation 1,920.00 Veteran's Honor Guard 100.00 Belle Vernon Cemetary-Burial 435.00 Belle Vemon Cemetary-Administrative Fees 300.00 B. ADMINISTRATIVE EOSTS: 1. Personal Represerjtative Commissions: Name(s) of'.personal Representative(s) _ Street Addrkss --_ City State ZiP Year(s) Commission Paid: Z~ Attorney Fees: 3. Family Exemption:'. (If decedent's address is not the same as claimant's, attach explanation,) Claimant Street Address _._. City __~.._.____.__ State __ ZIP Relatianshiplof Claimant to Decedent 4. Probate Fees: 5, Accountant Fees: 6. Tax Return PrepareY Fees: ~. TOTAL (Also enter on Line 9, Recapitulation) ~ If more space is needed, use additional sheets of paper of the same size. 137.50 580.00 3,472.50 REV-r5o8 E%+ (o8-iz) Pennsylvania SCHEDULE E ~.~T oeannrMeNroFRevENUe CASHr BANK DEPOSITS & MISC, I"HERIT"NCE T"" "ETD"" 0.ESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Include [he proceeds of litigation and the date the proceeds were received by':he estate. All property jointly owned with right of survivnrshin m„« tie a:~.u..ew __ ~_~_...,_ . ~~•°•~ ~~~~~ •~ ~~==~=w ~~= aowuunm sneers or paper or the same size. _. _ _ _ _ RE: Estate Of Katharine I Sale November 1, 2012 Check # 1619 for $60.00 is for $15.00 filing fee and $45.00 probate. ,..> -=~ ~, ~~ lam. N T)~1 C~ ~ ~t t'tl T i ~ -' '?' `L I t '_ ~, ~ (~'~ .1.J 1._ o ~ , ~ -. ~~' ~ _ _ 7:'r N i_ P'il _~ D .. O `n ~ -n v~ 6 O N OIPO r Ems. r ~)v ona- •~ m y...zo-~ r+o ¢¢-00 ~o NQ'JN>6 W O ~ m ~ m `1 O _ ~ a - ~ ~ Q d bd ' oo onb~a38wn~ i;r ~?,^~ ~ r~~-,E~dao ~,_ „ ., ~U ~; N-I-If l 117llunn-r ~ ~J N 0 (- V 1~ C~ ~ ~ C V ~ ~ 4 ~ ~~ o i~ ~ _ J oC ~ ~ I- ~ ~~ (- N g o ~ Vl J ~ W U ~ ~ r v