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Home My WebLink About02-13-13 EX (01-10) OFFICIAL USE ONLY REV-1500 PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 0 0 ], 9 9 PO BOX 280601 RESIDENT DECEDENT Harrisbur PA 17128-0601 ENTER DECEDENT INFORMATION BELODate of Death MMDDYYYY Date of Birth MMDDYYYY Social Security Number 1 9 2 0 0 8 0 7 1 9 1 9 5 1 MI Suffix Decedent's First Name Decedent's Last Name G R E E S E R A N D O L P H (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name D E B R A S R E E S E Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 3. Remainder Return (date of death a 2. Supplemental Return prior to 12-13-82) 1. Original Return 0 I E tate Tax Return Required t t E 4a. Future Interest Compromise (date of 5. Federa s e a s 4. Limited death after 12-12-82) Total Number of Safe Deposit Boxes 8 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach Copy of Trust) . A 3 (Attach Copy of Will) d i ~ 10. Spousal Poverty Credit (date of death ) ( ~ 11. Election to tax under Sec. 911 O) h Sch Att ve 9. Litigation Proceeds Rece between 12-31-91 and 1-1-95) ( . ac ALL CORRESPONDENCE AND CONFID COMPLETED BE DIRECTED T0: ENTIAIa AX IeFOe U O SPONDENT -THIS SECTION MUST CORRE . BE ber ne Num lepho D y Name 7 1 7 2 4 3 3 3 4 X H U B E R T G I L R O Y REGISTER OF WILLS USE ONLY First line of address rte: ["~- c==' ~ ~, a01 ~ rn M A R T S O N L A W O F F I C E S ~,~ ~ ~ m~~ w cn Second line of address E T ~ a, rn ~,, --f c 1 0 E A S T H I G H S T R E ~ ~ 3'"D~e~aLeo City or Post Office State ZIP Code C~ t~ ~ ca° ~ C A R L I S L E 1 7 P A , 0 1 3 ~ ° ~~,,, ---i ~ -c' v Correspondent's a-mail address: HGILROY MARTSONLAW.n OM o d to the best of my know edge and be ief, hedules and statements, an ny knowl ge. Under penalties of perjury, I declare that I have examined this return, including accomp y 9 r other than the personal representative is based on all information of which preparer r e it is true, correct and complete. Declaration of prepa SIGNAT RE QF PE~tSf}1N ~SPONSIBLE/FOR FILING RETURN DATE ~ _ /~' . ~~ ADDRE55 121 CONGR SIGNATURE OF P i ToT„~ MECHANICSBURG PA 17050 OTHER THAN REPRESENTATIVE `- , 15056],0140 CARLISLE PA 17013 10 EAST HIGH STREET L 1505610140 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 J ~,1 W J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: R A N D O L P H G• R E E S E RECAPITULATION 0 ~ 0 0 ~• 1. 1. Real Estate (Schedule A) .••••••••••••••••••••"""""'•~~••~•• 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. 0 • 0 0 Schedule E).. • • • • • 5. Cash, Bank Deposits and Miscellaneous Personal Property ( 5• 0 ~ 0 0 Separate Billing Requested ....... 6. Jointly Owned Property (Schedule F) ^ 6. 0 0 0 7. Inter-Vivos Transfers & Miscellaneous NQn-PrSo paraterBilfng Requested ....... ~ 7• • (Schedule G) 0 ~ 0 0 8. Total Gross Assets (total Lines 1 through 7) .. • • • • • • • • • • • • • • • • • ' ' ' ' ' ' ' ' 8. 0 . 0 0 ............. 9. Funeral Expenses and Administrative Costs (Schedule H) . • • • • 9. 0 , 0 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .... • • • • • • • • • 10. 0 • 0 0 . ............ 11. Total Deductions (total Lines 9 and 10 .. • • • • • • • • • • • • • • • • 11. 0 • 0 0 ......... Net Value of Estate (Line 8 minus Line 11 ................. . 12 12. . . Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 13. . ............. . ee an election to tax has not 0 • 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) .. • • • • • • • • • • • • • • 14. • • ' ' ' ' TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or 0 , 0 0 transfers under Sec. 9116 0 ~ 0 0 15. (a)(1.2) x .0 0 . 0 0 16. Amount of Line 14 taxable 0 0 0 16. at lineal rate X .0 _ 0 . 0 0 17. Amount of Line 14 taxable 0 ~ 0 0 17. at sibling rate X .12 0 ~ 0 0 18. Amount of Line 14 taxable 0 . 0 0 18. at collateral rate X .15 0 ~ 0 0 .... 19. ..... 19. TAX DUE ........................................... n made (Schedule J . • • • • • • • b 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 J L 1505610240 File Number REV-1500 EX Page 3 21 08 00199 Decedent's Complete Address: DECEDENTS NAME Rp,NDOLPH G. REESE STREET ADDRESS 50 Moongale Drive STATE CITY PA Carlisle Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3, Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 0.00 Fill in oval on Page 2, Line 20 to request a refund. (5) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make check payable to: REGISTER OF WILLS, AGENT FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS PLEASE ANSWER THE Yes No 1. Did decedent make a transfer and: [] a. retain the use or income of the property transferred; .... • • P P Y ......................... tain the right to designate who shall use the ro ert transferred or its income• b ...... ^ ^ ^ . re • ' na interest' or ................................................... ....................................... c. retain a reversio ry receive the promise for life of either payments benefits or care. d ...... ^ . If death occurred after December 12,1982, did decedent transfer property within one year of death 2 ^ . ........................... without receiving adequate consideration? ...... • • • • • • • • • • Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? .. .. • • 3. 4. Did decedent own an individual retirement account, annuity or other non-probate property, which .................. ....... ^ ^ desi nation? ........................................... tains a beneficiary 9 ••••••••••••••••••••"'•""" con ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IF THE ANSWER TO ANY OF THE re Jan.1 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse For dates of death on or after July 1,1994, and befo , 3 percent [72 P.S. §9116 (a) (1.1) (i)]. n.1 1995, the tax rate imposed on the net value of transfers to or for the use of oe ~e uirements foridiscposuee of assets and For dates of death on or after Ja , 72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statu ry q 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: et value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural paren , an • The tax rate imposed on the n adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]• ~ • eal beneficiaries is 4.5 percent, except as noted in • The tax rate imposed on the net value of transfers to or for the use of the decedent s lin 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)J. A siblin is defined, undE n the net value of transfers to or for the use of the decedent's siblings is 12 percl d o~ ado §on16(a)(1.3)]. 9 • The tax rate imposed o Section 9102, as an individual who has at least one parent in common with the decedent, whether by b o ZIP 17013 (1) 0.00 Total Credits (A + B) (2) 0.00 REV-1502 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN occinGnlT r1F(:FDENT SCHEDULE A REAL ESTATE FILE NUMBER: ESTATE OF: 21 08 00199 RANDOLPH G. REESE All real ro erty owned solely or as a tenant in common must be reported at fair market val bu Foal sell both haveng seasonable knowledge of the pelevant facts. P P would be exchanged between a willing buyer and a willing seller, neither being compelled to y , Real properly that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. OF DEATH NUMBER DESCRIPTION 0.00 1, Real Estate located at 10 Stover Drive, Middlesex Twp., Cumberland Co, PA know as Tax Parcel No. 21-19-1633-0358; 50% interest in Cumberland Woodcraft Co. Mortgage on the property was in default and Orrstown Bank foreclosed. The property was sold at foreclosure value. The owner received no proceeds TOTAL (Also enter on Line 1, Recapitulation.) $ 0.00 If more space is needed, use additional sheets of paper of the same size.