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Home My WebLink About01-22-13~ 1505610105 REV-1500 EX (o2-u) (FI) ~!1 ~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania oEPAN.ME~roF~E~E~~E County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~~ ' ~ .~ ~j ~ ~j _ Harrisburg, PA 1'7128-0601 RESIDENT D ECEDENT Vv ENTER DECEDENT INFORMATION BELOW 5/15/2012 11 /08/1939 Decedent's Last Name Suffix Decedent's First Name MI Kurtz Janna 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 ~ 1. Original Return O O 4. Limited Estate O O 6. Decedent Died Testate O (Attach Copy of Will) O 9. Litigation Proceeds Received O 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust.) 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) O 3. Remainder Return (Date of Death Prior to 12-13-82) O 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes O 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Karen Kurtz Weyl (302) 981-4800 First Line of Address 7 Charles Pointe Second Line of Address Thornwood Development City or Post Office Newark State ZIP Code DE 19702 REGIS~2 OF WILLS U6~~ONLY ~... /~~ ~+w. ~-.._..: C....,. ~ .= a+J ..3 M n .. ' i w"~' ~ ' 4 ~, ; ,.: a , ~ ~ i f ,. ,.,: ~~, . ~ ~, ` ' DATE FILE __, ,,., _, ~.. .,~~~ Correspondent's a-mail address: SChnae hotmail.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. D ration of p parer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU OF S , NSI~L~ FOR FILING RETURN DiATE J ADDRE S SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1500 EX (FI) Decedent's Social Security Number RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 0.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. O.OO 4. 9 9 ( ) ......................... Mort a es and Notes Receivable Schedule D 4. .. O.OO 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 25,531.67 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 1,201.44 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 0 00 (Schedule G) O Separate Billing Requested...... .. 7. . 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 26,733.11 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 10,727.24 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 0.00 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 1 x,727.24 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 16,005.87 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 16,005.87 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0.00 00 0 (a)(1.2) x .0_ 15. . 16. Amount of Line 14 taxable 00 0 0 00 . at lineal rate x .0 _ 1 g, . 17. Amount of Line 14 taxable 0 00 0 00 . at sibling rate X .12 17. . 18. Amount of Line 14 taxable 2 400 88 2 400.88 . at collateral rate X .15 ~ 18. 19. TAX DUE ....................................................... .. 19. 2,4~U.88 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Janna M. Kurtz STREET ADDRESS 120 Big Spring Road -- - - - _-. CITY STATE ZIP Newville PA Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 2,400.88 2. CreditslPayments A. Prior Payments _ _ 0.00 B. Discount 0.00 Total Credits (A + B) (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. Fill in oval on Page 2, Line 20 to request a refund. (4) 2,400.88 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,400.88 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 property 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, 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? ........ ...... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, 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 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 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 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)]. 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-1508 EX+ (08-12) ~ pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Janna M. Kurtz 21-12-0932 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. REV-1511 EX+ (10-09) ' SCHEDULE H ~ pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Janna M. Kurtz 21-12-0932 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hoffman Roth Funeral Home 9,802.63 2. Eby Granite Works 119.00 3. Staples-Church Bulletins 186.03 a. Ring & Strings Bell Choir 200.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 103.08 Name(s) of Personal Representative(s) Karen Kurtz Weyl Street Address 7 Charles Pointe, Thornwood Development city Newark _ _ state _ DE ZIP 19702 Year(s) Commission Paid: 2012 ___ 0.00 2. Attorney Fees: 0.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant _ _ Street Address 4. 5. 6. 7. City State _ Relationship of Claimant to Decedent Probate Fees; Accountant Fees: Tax Return Preparer Fees: ZIP 116.50 200.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 10,727.24 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) ~ pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Janna M. Kurtz 21-12-0932 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 distributions and transfers under Sec. 9116 (a) (1.2).] 1• Karen Kurtz Weyl, 7 Charles Pointe, Newark, DE 19702 Daughter 50% 2. ~ Craig D. Kurtz, 1635 Nathan Lane, Herndon, VA 20170 Son 50% 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. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size.