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HomeMy WebLinkAbout02-12-13 (3)J 1505610140 REV-1500 ~` ~°'-~°~ PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO Box 28oso1 INHERITANCE TAX RETURN Harrisbu PA 17128-0601 RESIDENT DECEDENT 21 12 1214 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 1 0 8 2 0 1 1 1 1 3 0 1 9 1 5 Decedent's Last Name Suffix Decedent's First Name MI K Y L E E V E L Y N G (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 FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS 1. Original Retum ~ 2. Supplemental Retum 3. Remainder Retum (date of death 4. Limited Estate ~ prior to 12-13-82) 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ^X 6. Decedent Died Testate ~ 7. Decedent Maintained a Livin Trust (Attach Copy of Will) (Attach Copy of Trust) g 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit date of death ( ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAT~H SHOULD BE DIRECTED T0: Name Daytime Telephone Number S U S A N J H A R T M A N 7 1 7 2 4 9 7 7 8 0 REC~jTER OF WILLIE ON LY~ First line of address c© ~ m R1 1 I R V I N E R 0 W r'z~ ~" ~a ~,,, r ~~ --I ~ Second line of address ~,, ~ ~ ~ fV ~ ~ ~ ~ ~ ~~~ "L7 ~ ~ ~ ~~ City or Post Office State ZIP Code ~ ~ "'~ ~ ATE FILE ,~ ~ . --~••~' C7 C A R L I S L E P A 1 7 0 "~ 1 3 0 ~D 0 ~ ~~''° ao ~ Correspondent'se-mailaddnass: susan~duncanhartmanlaw •com U perjury, I declare that I have mined this return, includi accom n a compete. Declaration of ~ ~ rng scliedules and statements, and to the best of my knowedge and ~~, parer other than the personal representative is based on alt informati f S TU O P RSON ON 8 FOR F NG RETURN on o which preparer has any know ledge. JZ DATE ADOR S ~ / 24 W• POMFRET ST T CARLISLE NA OF PREPARER OTH N REPRESENTATNE P A 17 013 DATE DDRESS r ~~~ v~ e. r'~o w ~. ~ 1 ~ s l,~ ~.~ ~ 7 013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 1505610140 J r r 1505610240 REV-1500 EX Decedent's Social Security Number Decedents Name: E V E L Y N G• KYLE RECAPITULATION 1. Rear Estate (Schedule A) ............... . ........................... 1. 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. 1 8 ? 6 ~ 2 3 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous N Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. ], 8 ? 6. 2 3 9. Funeral Expenses and Administrative Costs (Schedule H) ...... 6 6 ? . 5 0 ............ 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 11. Total Deductions (total Lines 9 and 10) ............................... 11. 6 6 ? . 5 0 12. Net Value of Estate (Line 8 minus Line 11) 1 2 0 8 . ? 3 ............................12. 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. TAX CALCULATION -SEE iNSTRUCTION3 FOR APPLICABLE 1 2 0 8. ? 3 15. R Amount of Line 14 taxable ATES at the spousal tax rate, or transfers under Sec. 9116 16. (a)(1.2) x .0 Amount of Line 14 taxable 0. 0 0 15. 0. 0 0 at lineal rate x .045 1 2 0 8. 7 3 17. Amount of Line 14 taxable 1s. 5 4. 3 9 at sibling rate X .12 0. 0 0 17 18. Amount of Line 14 taxable . 0. 0 0 at collateral rate X .15 0. 0 0 1 g, 0. 0 0 19. TAX DUE ...................................................... 19. 5 4 • 3 9 20. FILL IN THE OVAL tF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 1505610240 15056],024 0 J REV-1500 EX Page 3 Decedent's. Complete Address: DECEDENI"S NAME EVELYN G• KYLE STREET ADDRESS CITY Tax Payments and Credits: ~ • 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 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a tra f ns er and. a. retain the use or income of the ro p party transferred : .............. Yes No b. retain the right to designate who shall use the ro ~"~~~~'~~"~~~~~'"~~"""'""' p party transferred or its income' ..................... c retain a i ^ .......... . revers onary interest; or ....... ^ d. receive the promise for life of either a ~ ~ ~ ~' ~ ~ ~' ~""""""""""""" p yments, benefits or care. ................. ^ ...................................... 2. If death occurred after December 12 1982 did de d ^ X , , ce ent transfer property within one year of death without receiving adequate consideration? ............................ 3. Did d ~• ........................................................... ecedent own an intrust for" orpayable-upon-death bank acxount or security at his or her death? 4 Did d ^ ^ X 0 ......... . ecedent own an individual retirement account, annuity or other non-probate property which , contains a beneficiary designation? .. ................................................. ............................................... a ^ x 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 v 3 percent [72 P.S. §9116 (a) (1.1) (i)j. alue of transfers to or for the use of the surviving spouse is 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 survivin s u ' [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exempt a transfer to a survivin s use from tax, g Po ~ is 0 Percent filing a tax return are still applicable even if the surviving spouse is the only benefit iary. and the statutory requirements for disGosure of assets and 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 adoptive parent or a stepparent of the child is 0 percent (72 P.S. §9116(a)(1.2)j. of a natural parent, an • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is 4.5 percent exce t 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)j. pas noted in • 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. Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or ado tion. ()( 3)j• A sibling is defined, under P File Number 21-12-1214 STATE ZIP (1) 54.39 Total Credits (A + B) (2) 0.00 (3) 0.8 3 (4) 0.0 0 (5) 5 5.2 2 Make check payable to: REGISTER OF WILLS, AGENT REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDt/LE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE Of E V E L Y N G. KYLE FILE NUMBER tncti,ae n,e proceeds o~ r ~ 21-12-1214 ~ ProPeKY ~~ ~ right o~ u Mo~rshnaat bs~a ~ on S~cl duM F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. CHECKING ACCOUNT#102000280 OF DEATH ORRSTOWN BANK b~876.23 TOTAL (Also enter on line 5, RegpitUl~on) I f 1, 8 ? 6.2 3 of more space a needed, wuert addrtlonal sheets of the same sirej REV-1511 EX+ (10-09) ,Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND (RESIDENT DECEDENT URN ADMINISTRATIVE COSTS ESTATE OF E V E L Y N G• KYLE FILE NUMBER 21-12-1214 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION A• FUNERAL EXPENSES: AMOUNT ~• FUNERAL RECEPTION- GRACE UMC 250.00 B• ADMINISTRATIVE COSTS: ~ • Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Cdy State ZIP Year(s) Commission Paid: 2. AttomeyFees: DUNCAN & HARTMAN PC 3. Family Exemption: (If deoedenYs address is not the same as claimant's, attach explanation.) 3 5 0 . 0 Q Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: REGISTER OF WILLS 52.50 5• Acxountant Fees: s• Tax Retum P-eparer Fees: ~• REGISTER OF WILLS - FILING FEES 15.00 TOTAL (Also enter on Line 9, Recapitulation) : If more space is needed, use additional sheets of 6 6 7 • 5 ~ paper of the same site. REV-1513 EX+ (01-10) ' 'pennsylvania " DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: EVELYN G- KYLE SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under Sec. 91'i6 (a) (1.2).] 1.' JOHN KYLE 246 WEST POMFRET STREET ARLISLE PA 17014 FILE NUMBER: i RELATIONSHIP TO DECEDENT Do Not Llst Trustee(s) Lineal 21-12-1214 AMOUNT OR SHARE OF ESTATE 100.00 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 S If more space Is needed, use additional sheets Of paper of the same size. . QRRSTOWNBANK • A Tradition of Excellence ° P.O. Box 254 ORRS Shinnenciv,ro De t 77c~ Temp-Return Service Requested Date 10/31/12 Page 1 Primary Account 102000280 Enclosures ~ ~ii~ii~~illil~~iiiiiiiiil~~l~li~iilii~li~~il~li~il~~i~i~lllliili~ ~~ 000400 0.4500 AV 0.350 TR00002 -"""- Evelyn G Kyle 246 W Pomfret St Carlisle PA 17013-2822 0 N O 4 0 0 0 0 0 0 0 $. O o :~ .~-i o° .^ ~~ C H E C K I N G A C C O U N T S Account Title Evelyn G Kyle DID YOU KNOW? All Orrstown Bank debit FraudWatch PLUS If and ATM cards are protected by . suspicious activit Prevention Services will call to notif y is noticed on your card, Fraud ou Vi i www.orrstown.com/Onl y ine-Banking/Securit y . s t y-Center/ATM-D bit for more informaion. e -Card-Safety-Tips.aspx 50+ Interest Checking Check Safekeeping Account Number Previous Balance 1020.00280 Statement Dates 10/01/12 thru 10/31/12 Deposits/Credits 1,876.37 Days In The Statement Period 31 Checks/Debits .00 Average Ledger 1,876.37 Service Fee - .00 Average Collected ~ 1,876.37 Interest Paid .00 Interest Earned .OZ Current. Balance .02 1 876 39 Annual Percentage Yield Earned 20 0.01$ , . 12 Interest Paid .16 Doposi is anti Jlddf boas Dates Dsscrfp~faa 10/31 Interest Deposit Amotut t . 02 Daf.lp BaZaac~ ?afosma tioa Date Balance Date Balance 10/O1 1,876.37 10/31 1,876.39 Ia t~r~s t Ra t~ stamatp 9/30 0.010000 THANK YOU FOR BANKING WITH ORRSTOWN BANK