The URL can be used to link to this page

Home My WebLink About05-22-13 J 1505610105 REV-1500�`�°�-",��,� PA Department of ReVenUe PM�Y��e aFFIG1Al USE ONIY Bureau of IndiNdual Taxes ""� County Code Year Fle Number Po sox aeo6oi INHERITANCE TAX RETURN � l � � S� � Harrisburg,PA 17118-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BEIOW Social Security Number Date of Death MMDDYYYY Date of Birth MMD�YYYY 03/16/2012 06/21/1940 DecedenYs Last Name Suffix DecedenPs First Name MI MOORE JOANN B (If Applicable)Enter Surviviny Spouae's Infamatlon Balow Spouse's Last Name SufFlx Spouse's First Name MI MOORE WILLIAM H Spouse's Social Secunty Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 195-26-1231 REGISTER OF WILLS PILL IN APPROPRIATE OVALS BEIOW � 1.Original ReNm p 2.SupPlemental Retum O 3. Remainde�ReWm(Date of Death Pria to 12-i&B2) O 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Esteta Tax ReNm Required death aRer 12-12-82) O 6.Decedent Dfed Testate O 7.Decedent Malnteined a Livfng Trust _ 8. Totel Number oT Safe Deposit Boxes (Attach Copy ot Wfll) (P.ttsch Copy of Trus[.) O 9.Litlgadon Proceeds Received O 10.Spousal Poverty Credit(Date oi Death O 11. Election to Tax under Sec.9113(A) Belween 72-31-91 and 1-t-95) (Attach Schadule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX NlfORMA710N SXOULU BE DIRECTED T0: Name Daytime Telephone Num6er WILLIAM F. MOORE (717)730-9594 REdWTER OP WILLSY E ON� "' � o _ m � _, � Fkst Line of Address m -U � �;� j 107 BUTTONWOOD COURT � � � �% �; r`,� r'j r.> Second Line of Address s' �,' � .�f" �� ._ . _,:= _ ::.'I ... ` C'�. :S -r. : -rz , _, ,-. '" ' - �� . .,:� City or Post Olfice State ZIP Code „ �`��-DATE FILED .�.: �� ('fl NEW CUMBERLAND PA 17070 �" �� r-� in o ' � ',� CortaspondanPs smail addrou: M � f��C��•�� Under penaPoes af perjury,I dedara Uiiat I heva azamineE Mis reWm,induding eccanpenying schedules end s�0ements,and to the best oF my knowledge end belief, It k We,wrtect end cwnplete.Dedaretbn of preperer other Nan Ma personal repreaentetive is based m ell infomwtion W which preparer has eny k�wwladge. SIGNATUR F PE SIBLE fOR FILING RE7URN DATE � S"=2 O-!� ADDRESS 107 BUTTONWOOD COURT, NEW CUMBERLAND, PA 17070 SIGNA7URE OF PREPARER O7HER THAN REPRESENTATIVE DATE ADORESS PLEASE USE ORIOINAL FORM ONLY Side 1 � 1505610105 1505610105 � � � 1505610205 REV-1500 EX(FI) DecedenPs Sodal Security Number oeceaenrs Neme: RECAPITULATION 1. Real Estate(Schedule A). ............................................ 1. 0.00 2. Stocks and Bonds(Schedule B) ....................................... 2. 0.00 3. Closely Held Corporetion,Pertnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable(Schedule D)........................... 4. 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Proparry(Schedule E)....... 5. 2,000.00 6. Jointly Owned Properry(Schedule F) O Separete Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Saparate Billing Requested........ 7, 0.00 8. Total Gross AsssM(total Lines 1 Mrough 7)............................. 8. 2,000.00 9. Funeral Ezpenses and Admi�istrative Costs(Schedule H)................... 9. 3,385.11 10. Debts of Decedant,Mortgage Liabilities and Liens(Schedule I)............... 10. 11. Total Deduetions(Mtal Lines 9 and 10)................................. 11. 3,365.11 12. Net Value oi Esfate(Line 8 minus Line 11) .............................. 12. -1.385.11 13. Charitable and Governmental BequeslslSec 9113 T�usls for which an electlon to Wz has not been made(Schedule J) ........................ 13. 0.00 t4. Net Value Subject to Tax(line 12 minus line 13) ........................ 14. -1,385.11 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 141axable at Me spousal tax rate,or Vansfers under Sec.9116 (a)(12)X.0_ 75. 16. Amount of Line 14 taxable at lineal rate X.0_ i6. 17. Amount of Line 14 taxable at sibling rete X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE ......................................................... 19. 0.00 20. FILL IN THE OVAI IF YOU ARE REQUESTiNG A REFUND OF AN OVERPAYMENT O Side 2 � 150561U205 1505610205 J REV-1500 EX(FI) Pege 3 Flh Numbar DecedenYs�omplete Address: DECEDENTSNAME JOANN B. MOORE STREETADDRESS 17 CIRCLE DRIVE _----- -----T-- — ----- ----- --- cm __ __— _-- - _— --- _ � stnre nP MECHANICSBURG I PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Pnw PaymenLs B.Discount TWeI Credits(A+B) (2) 0.00 3. Interest (3) 0.00 4. If tine 2 is greater Man tine 1 *line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to raquest a rePond. (4) 0.00 5. If Line 1+Line 3 is greafer than Line 2,enter the d'Aference.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 inwme ot the properry transterred.......................................................................................... ❑ � b, retain tl�e right ro designate who shall use the Propeily kansTerred a its income ............................................ ❑ � c. retain a reversionary interest.............................................................................................................................. ❑ � d. receive the promise for life M eilher payments�6enefrts or cere?...................................................................... ❑ � 2. If death occurred afler Dec.12,1982,did decedent transfer properry within one year of death without receiving adequate mnsideration7.............................................................................................................. ❑ � 3. Did decedent own an"in trust tor"or payable-upon•death bank account a secunry at his or her death?.............. ❑ � 4. Did decedent own an irMividual retiremeM account,annuity or other non-prohate property,which contains a benefiaary designaUon? ........................................................................................................................ ❑ � IF THE ANSYVER TO ANY OF iHE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. �, ;, � .,�,, .. , .� � .T, __. . For dates oi death on or after July 1,1994,and before Jan.1,1995,the tax rate imposed on the nel value of transfers to or for fhe use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. t, 1995, the Nax rate imposed on the net value of transfers to or for the use of lhe surviving spouse is 0 percent [!2 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statuiory requirements tor disdosure of assets and filing a tax retum are still applicable even'rfthe surviving spouse is the only beneficiary. Fa dates of death on a after July 1,2000: • The tex rate imposed on the net value of hansfers hom a deceased child 21 years of age or younger at deatl�to or for the use ot a natural parent,an adoptive parent or a stepparent oi the child is 0 percent[72 P.S.§9N 6(a)(1.2)]. . The tax rate imposed on the net value of transfers to a for the use of the decedenYs lineal benefiaaries is 4.5 percem,except as noted in[/2 P.S.§9116(a)(1)]. • The tax rate imposed on the net value oT transfers to or for the use of the decedenPs 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,whelher by blood or adoptlon. HEV-i5a8 EX�(o8-fz) � pennsylvania SCMEpULE E DEPAFTMENTOFREVENUE CASH� BANK DEPOSITS & MISC. INMERRANCETA%REfURN PERSONAL PROPERTY RESIDENT DECEDENT ESTAiE OP: FILE NUMBER: JOANN B. MOORE 12-559 lnclude the praeeds of 1'digation and the date the proceeds were received by Me estate. All property jdntly owned wkh rlgM of wMvorohlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIP'fION OF DEATH 1. 1985 ISUZU TROOPER(CASH SALE IN THE STATE OF DE) 2,000.00 TOTAL(Alw enter on Line 5, Recapitulation) ; 2,000.00 If mare space is needed,use additlonal sheNS of paper of the same size. REV-1511 E%+ (10-09) � pennsylvania SCHEDULE H DEPIPTMENT OF HEVENUE FUNERAL EXPENSES AND INHERITANCETqXRENRR ADMINISTRATIVE COSTS RESIDENT DECEDEM ESTATE OF FILE NUNBER JOANN B. MOORE 12-559 Decedent's debtr must be roportad on Schadula I. [TEM NUMBER DESCRIPT[ON AMOUNT A. FUNERALEXPENSES: 1' MALPEZZI FUNERAL HOME,8 MARKET PLAZA WAY,MECHANICSBURG,PA 17055 3,385.11 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representatrve(s) Street Address CiN_-- - __._ --_ . _ State._.__._ZIP __ __-- - — Year(s)Commission Paid: 2• Attomey Fees: 3. Family Exemptlon: (If decedent's address is not the same as claimant's,attach explanation.) qaimant Street Address . , _________ City-- � --_._. ..._.------- —State_ ____2IP _.___ . Relationship of Claimant to Decedent 4. Pro6ate Fees: 5. Acmuntant Fees: 6. Tax RMurn Preparer Fees: Z TOTAL(Also enter on Line 9,Recapitulation) S 3,385.11 !f more space is needed,use additional sheets of paper of the same size. C� �I r � � o � O �+ Zc �a m ; � Zs � o zo = � a � �� N Z C HI O D m r�+ F.�. J ...� > 8 � '�' � � ,::,. � t�; � r:��; �' � ii� � ' !•,i ,.d t:� p -; n , � �=j ^ "�, (� �..;� � m . F�. � �1� � 4a � . � p ^�'l _ _c y ✓_T y' � C[ r'.; ' co .- � r.� � . .d O y � � fv � �.. ' � � Ct C'�� O c..,. � j � �.�� _'r_� � "t. � � �� ni � '.� 1-.. .� C� I _ W ��V]:� � " �^ 1"7 � ,,� � � _ =W .� _ '^ ;!� O .= ry �N `� •T7 � y. � ^ ` 1 � � F-h � C C N � .M. .I` HASLER - 3 ° — a V� s _ r O � '� _ � _ 3 � p _ � m o t0 n � P w US PO:STAGE�II �