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Home My WebLink About12-03-121505610143 REV-'1500 EX (02-11) "~i~ ~i•~ OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 21 % ~ ~~! Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~j 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 003 24 4764 03 03 2012 09 21 1936 Decedent's Last Name Suffix Decedent's First Name MI DIETTERICK KATHRYN M (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 a 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (Date of Death Prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise 5. Federal Estate Tax Return Re wired (date of death after 12-12-82) ^ q (i Decedent Died Testate (Attach Copy of Will) ^ 7 Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10. Spousal Povert Credit (Dale of Death t t .Election to tax under Sec.:~.~k;13 A between 1231 ~1 and T-1-95) ^ __ ( ) ;~g,g (Attach~hedule O) ~-~ -R~, .t,.. CORRESPONDENT -THIS SECTION MUST BE COM PLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFOFA N SHOUL6~ DIR'~~TELhTO: ame ,~:, ..~.. Da ime T ~~' Yt el[;~hQrate Numbg~~ t'_°~ -~'~' SCOTT A DEITTERICK ~ ~,~r , ~+ ~ d ~ ,~ * `~ y ~+~ r~ f " 9 ~.~/ ~..a~ry,i 4a.~..6 First Line of Address PO BOX 650 Second Line of Address City or Post Office HERSHEY State ZIP Code PA 17033 Correspondent's a-mail address: DATE FILED ,'. 1 ..;' .. .,y.y ~~/XX t...~.,.t _..,~ 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 comple=~~De~claration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ~i~ivr~i~rt~vrrcrcJV JVKrILIfVIiFttIUKN DATE v ~ Scott A. Dietterick ~ ~ ~ ~ r~ ADDRESS 321 Southview DriveCMechanicsburg~A 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE Scott A. Deitterick ADDRESS PO Box 650~-lersheyd'A 17033 Side 1 L 1505610143 1505610143 %~ J 1505610243 REV-1500 EX Decedent's Name: ~IetterlCk, Kathryn M. RECAPITULATION 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. 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 ~aq Probate Property (Schedule G) U Separate Billing Requested............ 7, 8. Total Gross Assets (total Lines 1 through 7) ........................................................ g, 520.13 520.13 9. Funeral Expenses and Administrative Costs (Schedule H) .................................... 9. 11 , 2 2 7 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I} ............................ 10. 11. Total Deductions (total Lines 9 and 10) ................................................................ 11. 11 , 2 2 7 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12, -10 , 7 0 6 . 8 7 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. -10 , 7 0 6 . 8 7 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 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. TAX DUE ......................................................... _ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L„~ 1505610243 1505610243 Decedent's Social Security Number 003 24 4764 0.00 0.00 0.00 0.00 0.00 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 DECEDENT'S NAME Dietterick, Kathryn M. STREET ADDRESS 15 Ridgeway Drive CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B, Discount 3. Interest 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2CLine 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) Total Credits (A + B) (2) (3} (4) (5) 0.00 0.00 0.~0 Make Check Payable to: REGISTER OF WILLSCIAGENT. ~., ,.m 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 property transferred or its income :.................................. ^ Q c. retain a reversionary interest; or ............................................................................................................... ^ x d. receive the promise for life of either payments, benefits 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 "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 beneficiary designation? .................................................................................................................. ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES~OU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 6 .~~.. ..... T _.___ 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 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 surviving 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 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 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 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 decedent, whether by blood or adoption. Rev-1509 EX+ (01-10) ,~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Dietterick, Kathryn M. 21 If an asset was made joint within one year of the decedents date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A. Scott A. Dietterick ADDRESS 321 Southview Drive Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Son B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 09/03/2012 PNC Bank Checking Account No. 51-4001 520.13 100.000% 520.13 -6322 -valued per statement TOTAL (Also enter on Line 6, Recapitulation) I 520.13 (If more space is needed, additional pages of the same size) Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 01-10} REV-1151 EX+ (10-09) ., COMMONWEALT~-I OF PENNSYLVANIA INHERITAryNI:E T,r~ RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADIVIINISTRATIVE COSTS ESTATE OF FILE NUMBER ITEM NUMBE A. FUNERAL EXPENSES: DESCRIPTION See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid 2. Attorney's Fees 3. 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 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees AMOUNT 11 ral2.oa 7. Other Administrative Costs 15.U0 See continuation schedule(s) attached TOTAL (Also enter on line 9~tecapitulation) 11 X227.00 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Dietterick, Kathryn M. 2~ ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex nses 1 Malpezzi Funeral Home -funeral services 11,212.00 H-A 11,212.00 Other Administra ivp Costs 2 Register of Wills, Cumberland County -filing fee for Return 15.00 H-B7 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Scott A. Deitterick sad cr jsdc.com November 30, 2012 Glenda Farner Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Kathryn M. Dietterick, deceased Dear Ms. Farner Strasbaugh: Enclosed are the following documents to be filed for my mother: 1. Two original Estate Information Sheets. 2. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. 3. A check made payable to "Register of Wills, Cumberland County" for $15.00 representing the filing fee. Please time-stamp the extra copies and return them to me in the enclosed self-addressed, stamped envelope. If you have any questions, please feel free to contact me. Sinc y, J~ , co . 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