The URL can be used to link to this page

Home My WebLink About02-01-13 (2)J 1505610143 REV-1500 Ex (02-,,, OFFICIAL USE ONLY PA Department of Revenue pennsylvania county Code Year File Number Bureau of Individual Taxes oEVnRTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 12 028 9 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Decedent's Last Name Suffix GEBHART (!f Applicable} Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Date of Birth 12 25 1929 Decedent's First Name MI CHRISTINA E Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~2EGI~TER QF V!IlLLS FILL tN APPROPRIATE OVALS BELOW a 1. Original Return ~ 2. Supplemental Retum 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after,2-12-62) a 6 Decedent Died Testate (Attach Copy of Will) ~ 7, f~ecedept Maintained a Living Trust (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10, b8t°wueen 12x31 ~J1 a apt?-D1a95} f Death 3. Remainder Return (Date of Death Pnor to 12-13-82) 5. Federal Estate Tax Return Required ~ 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Schedule O) ____.__ CORRESPONDENT - TH{S SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JESSICA L FISHER 717 697 3223 First Line of Address 555 GETTYSBURG PIKE Second Line of Address STE C100 City or Post Office MECHANICSBU'RG State ZIP Code PA 17055 Correspondent's a-mail address: Jessica@keystoneelderlaw.com Under penalties of perjury, 1 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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. 555 Gettysburg Pike ,Mechanicsburg, PA Side 1 1505610143 REGISTER OF WiLLS,l~SE ONLY n w ~ C O ~ ~ ~_ W - p ~ C1~ rn ~ n -~. ~ y r {..4. r' ~ ~ F--' :~'~ ~ ~ ~7~~ ~ AIE FILED ~C '~'°1 ..-. c~ ~ ~ ~'~- rti~-i ~ ~ ~ +~ 1505610143 N~ 3111 Hillside Street, Harrisburg, PA 17109 S NATURE OF PREPARER OTHER THAN EPRESENTATIVE DATE }c r 0,'`~.%~~.-~,C~ iii ~ n~,-e,; : ~~ Jessica L Fisher ~ .~.c~ ~ ~_~ J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: C7ebhart, Christina E 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 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 7 , 541 .2 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers 8~ Miscellaneous coq Probate Property arate Billin Requested Se 7 ............ g p (Schedule G) ^ . g. Total Gross Assets (total Lines 1 through 7) ........................................................ g. 7 , 541 .2 9 9. Funeral Expenses and Administrative Costs (Schedule H) .................................... 9. 7 , 681.2 9 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............................ 10. 2 5 , 8 4 3 . 8 6 11. Total Deductions (total Lines 9 and 10) ................................................................ 11 3 3 , 5 2 5.15 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. -25 , 983.8 6 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. -25 , 983.8 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 O . 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 0. 0 0 16. 0. 0 0 at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 0. 0 0 . at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18 0. 0 0 . at collateral rate X .15 . 19. TAX DUE ................................................................................................................ 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12-0289 DECEDENT'S NAME Gebhart, Christina E STREET ADDRESS CITY STATE PA ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits (A + g) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2, Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0,0~ 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 :............................................................................... ^ 0 b. retain the right to designate who shall use the property transferred or its income :.................................. ^ . ^ x c. retain a reversionary interest; or .............................................................................................................. 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? .................................................................................................................. 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 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-1508 EX+ (11-10) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Gebhart, Christina E 21-12-0289 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 11-10) (If more space is needed, additional pages of the same size) REV-1151 EX+ (10-09) SCHEDULE H ,. COMMONWRE~ALT OF,q)P(ENNSUYLVANIA FUNERAL EXPENSES AND IN RESIDEN~EDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gebhart, Christina E 21-12-0289 VVVVMV..L V MVL/LV •..NVL MV •V'./V~LVM V~~ VV~~VVM~V ^• ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: Feiser Funeral Home 4,437.58 B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Marv G Maren Street Address 3111 Hillside Street city Harrisburg state PA zip 17109 Year(s) Commission Paid 73.71 2. Attorney's Fees Keystone Elder Law P.C. 3,000.00 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 140.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 30.00 TOTAL (Also enter on line 9, Recapitulation) I 7,681.29 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 Gebhart, Christina E 21-12-0289 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex enses 1 Feiser Funeral Home 4,437.58 H-A 4,437.58 Other Administrative Costs 2 PA Inheritance Tax Return Filing Fee 15.00 3 PA Inventory Filing Fee 15.00 H-B7 30.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gebhart, Christina E 21-12-0289 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. Copyright (c) 2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) (If more space is needed, additional pages of the same size) REV-1513 EX+ (01-10) g SCHEDULE J COMMN RES DE ~EDECED N$,RNANIA BENEFICIARIES ESTATE OF Gebhart, Christina E FILE NUMBER 21_12_(1284 NUMBER NAMEAND ADDRESS OF RELATIONSHIP TO DECEDENT - - -- SHARE OF ESTATE --- AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) $$$ Do Not ist Trustee s ( ) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 Tota I Enter dollar amounts for distributions shown above on lines 1 5 throu h 18 on Rev 150 0 cover sheet, as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 01-10)