HomeMy WebLinkAbout12-17-12 (2)
1505610105
REV-1500 ex(°~-'r"r"`
PA Department of Revenue PennsyLvaMa OFFICIAL USE ONLY
Bureau of Individual Taxes '~~"~"" ~ County Cotle Year File Number
Po BOX zso6ot INHERITANCE TAX RETURN a
Harrisburg, PA L9128-obot RESIDENT DECEDENT ~ ~ I ~ I U
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYri
08/31/2012 03/28/1013
Decedent's Last Name Suffx Decedent's First Name MI
Haas Julia
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Lasf Name Suffx Spouse's First Name MI
N/A
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
OD 1. Original Return O 2. Supplemental Return 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 Return Required
death after 12-12-82)
® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust B. 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 1231-91 and 1-1-95) (Attach Schedule O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TA% INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
Gregory J Katshir, Esq (717) J~3-8133 ^' ,
First Line of Address
900 Market Street
Second Line of Atldress
City or Post Office
Lemoyne
State ZIP Code
PA 17043
RSaIS~R OF WlltLi~USE ~L6
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DATE FILED
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Correspondent's a-mall address: Katshir@aol.com
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. Declare' of Dreparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR60F PERSON RES NSI~E R FILING RETURN w f _ __1 ' (DATE, , , ,
Y M1Pt/ E Y Cu ut2~ 6ahP EkLL I~- t 24 u
SIGNAT OF PR~pARE~T~r~AN REPRESENTATIVE DATE
~ Nl K-.1~ 1 L ~ / t./ / t
Side 1
L 1505610105 1505610105
1505610205
REV-1500 EX (FI)
Decedent's Social Security Number
Decedent's Name: Julia Haas 178-12-0477
RECAPITULATION
1. Real Estate (Schedule A)... _ _ .................................... . . t
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. 364.58
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested...... .. 7.
8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 364.58
9. Funerel Expenses and Administrative Costs (Schedule H) ............. ...... 9. 745.66
10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I)......... _ .... 10.
~ 5,586.65
11. Total Deductions (total Lines 9 and 10) ........................... ...... 11. 5,332.31
12. Ne! Value of Estate (Line 8 minus Line 11) ........................ ...... 12. 0.00
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) .................. ...... 73.
14. Net Value Subject to Tax (Line 12 minus Line 13) .................. ...... 14. 0.00
TAX CALCULATION -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 .0_ 15.
16. Amount of Line 14 taxable
at lineal rate X .0 _ i6.
17. Amount of Line 14 taxable '.
at sibling rate X .72 17.
18. Amount of Line 14 taxable
at collateral rate X .15 ~ 1g,
19. TAX DUE ..................................................... .... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610205 1505610205
0.00
O
J
REV-1500 EX tFp Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Julia Haas
STREET ADDRESS _. _. _. _...
4 Mandy Court
CITY STATE ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2 CreditslPayments
A. Prior Payments _ __
B Diswunt
3. Interest
(1) 0.00
Total Credits (A+ B) (2)
(3)
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. (4)
5. If line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT.
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 properly transferred ................................................................................... _..... ^
b. retain the right to designate who shall use the property 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" orpayable-upon-death bank account or security at his or her death? ........ ...... ^
4. Did decedent own an individual retirement account, annuity or other non-probate properly, which
contains a beneficiary 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
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 far the use of the surviving spouse
is 3 percent [72 P.S. §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)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
f ling a tax return are still applicable even 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 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)]. 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.
REV-i5D8 EX+ (o8-iz)
~ Pennsylvania SCHEDULE E
DEPARTMENTOF REVENUE CASFIr BANK DEPOSITS & MISC.
INHERITANCE TAx REruaN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Julioa Haas 21-12-1029
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
If more space is needed, use additional sheets of paper of the same size.
:?EV-1517. Ekr (tU-J9;
~j'i °;; pennsylvania
OEPARiMENT OF REVENGE
INHERITANCE TA% RETURN
RESIDENT UECEUENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Julia Haas 21-12-1029
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s)
Street Address
City _ State ZIP
Year(s) Commission Paid:
2. Attorney 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. Probate Fees:
5. Aaountant Fees:
6, Tax Return Preparer Fees:
~ Legal advertising
TOTAL (Also enter on Line 9, Recapitulation) $
tf more space is needed, use additional sheets of paper of the same size.
500.00
75.00
170.66
745.66
Ft~~-isi~. rx+ ltt-oaf
'.~'~,' Pennsylvania SCHEDULE I
~ nERARTMENTDEREVENUE DEBTS OF DECEDENT,
mNER,raNCE Tax RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT'
ESTATE OF
FILE NUMBER
Julia Haas z~_~Z_~p2g
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
If more space is needed, insert additional sheets of the same size.
REV-1.513 EX+ (Ol-0OJ
j~i 'Pennsylvania
Y: DfPARTME NT OF REVENUE
INHERITANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE)
BENEFICIARIES
ESTATE OF: FILE NUMBER:
Julia Haas 21-12-1029
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distrihutions and transfers under
Sec. 9116 (a) (1.2).]
1 Deborah Poppleton 4 Mandy Court Camp Hill PA 17011 daughter
2 Albert Rumpler 520 Teece Aveenue Apt 2 Pittsburgh PA 15202 son
3 Dorothy Enright 339 37th Street Pittsburgh PA 15201 duaghter
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
residuary
$1, 000.00
$1, 000.00
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUT]ONS ON L[NE 13 OF REV-1500 COVER SHEET. #
If more space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
OF
JULIA HAAS
I, JULIA HAAS, of the County of Allegheny, Commonwealth
..` Pennsylvania, being of sound mind, memory and understanding, do
make, publish and declare this to be my Last WilS and Testament,
hereby revoking and declaring null and void any and all wills and
:odlcils at any time heretofore made by me.
FIRST: I direct my Executor, hereinafter named,
to pay my just debts, expenses of my last illness and my funeral
expenses as soon as convenient after my death.
SECCND: I declare that I am presently married to
RCBERT HAAS, and any and all references in this will to she to-^.
"my husband" refers to my beloved husband, ROBERT HAAS.
THIRD: I give, devise and bequeath my entire
estate :;` my property, real, personal and mixed of whatever r;ature
_.... ..:~~eresoever situate, which I may own or have the right to
dispose of at the time of my death, to my husband, ROBERT HA.~1S, to
:cave and to hold the same for his own use absolutely and =crever.
FOURTH: In the event that my husband shc~ld
predecease me or fail to survive me by sixty (60) days, direct
ghat my estate be distributed as follows:
(a) I give and bequeath. the sum of Cne
1
Thousand (51,000.00) Dollars to my
daughter, DOROTHY ENRIGHT of.
Pittsburgh, Pennsylvania;
(b) I give and bequeath the sum of One
Thousand ($1,000.00') Dollars to my
son, ALBERT RUMPLER of F'~.
Lauderdale, Florida
In the event that any of the above named pecuniary legatees do
not survive me, the gift made above to such deceased beneficiary
shall '-apse and be of no force or effect, and the amount of such
gift shall pass as part of my residuary estate hereunder.
(c) All the rest, residue and remainder
of my estate and property, real,
personal and mixed wheresoever
situate, I hereby give, bequeath and
devise to my daughter, DEBORAH
POPPLETON of Hampden Township,
Pennsylvania. In the event that my
daughter, DEBORAH POPPLETON shall
predecease me or fail to survive me
for a period of sixty (60) days, t~.e
share that otherwise would pass to
her shall instead pass, per stirpes
and not per capita, to her natural
2
issue then living.
FIFTH: I appoint my husband, ROBERT HAAS as the
F.:recuror of this will. In the event of his death, resignation,
renunciation or inability to act, I appoint my daughter, DEBORAH
POPPL°TON in his place and stead. No bond or other security shall
be required of any Executor appointed in this will.
SIXTH: In addition to all the powers conferred by
aaw upon my Executor and not in limitation thereof, I hereby
authorize my Executor to sell any bonds, stocks of other personal
property and any and all real estate which I may own at the time of
T,y deaci~, without the order of authority of any Court being
required, at public or private sale, upon such terms as may in the
discretion of my Executor seems to be in the best interest of my
esta~e. In pursuance of his power, my Executor shall execute and
deliver all documents of conveyance, including deeds or bills of
sale or any other instruments which may effectively transfer title.
fur~her authorize my Executor to settle and compromise any and
~.__ ~_aims in connection with the administration of my estate
nerei:: and to do any and all things in his sound discretion, wi~lch
shall be conducive to the best interest of my estate. It is my
desire that these powers be given to any successor to my named
_~eV.~rJ_
It shall not be necessary for any purchaser to see the
application of any purchase money, nor shall ..any person, or
_ 3
corporation inquire as to the propriety of any such sae o.
assignm,2nt.
SEVENTH: All pronouns referring to an executor
and tF;e term "executor" shall be construed to mean any person
acting as my executor and the gender shall be construed as either
masculine, feminine or neuter.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
at Cumberland County, Pennsylvania this day of ~ _;
'_999.
Julia Haas
4
The foregoing instrument was signed, sealed, published and
declared by the above named Testatrix Julia Haas,. as and for her
Last Will and Testament, in the presence of us, who', at her request,
zn her presence and in the presence of each other, have hereunto
subsc robed our names as witnesses.
Address
a^r@ -
Address
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