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HomeMy WebLinkAbout04-1182COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVrDUAL TAXES DEPT 280601 HARRISI]U RG, PA 17128-O60~ RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004771 HEDDEN HENRY A 635 OBSERVATORY DRIVE LEWlSBERRY, PA 17339 ........ fold ESTATE INFORMATION: SSN: 077-01-3682 FILE NUMBER: 2104- 1182 DECEDENT NAME: HEDDEN DOROTHY A DATE OF PAYMENT: 12/28/2004 POSTMARK DATE: 1 2/28/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 11/03/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $11,000.00 REMARKS: TOTAL AMOUNT PAID: $11,000.00 SEAL CHECK#348 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-' 162 EX(1 '-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HEDDEN HENRY A 635 OBSERVATORY DRIVE lEWISBERRY, PA 17339 __nnn told ESTATE INFORMATION: SSN, 077-01-3682 FILE NUMBER: 2104-1182 DECEDENT NAME: HEDDEN DOROTHY A DATE OF PAYMENT: 07/19/2005 POSTMARK DATE: 07/19/2005 COUNTY: CUMBERLAND DATE OF DEATH: 11/03/2004 NO. CD 005590 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $563.65 I I I I I I I I TOTAL AMOUNT PAID: $563.65 REMARKS: HENRY A HEDDEN CHECK# 354 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WillS Rb'5C:'EXI6-GOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 I- Z W C w U W C DECEDENTS ~A~E (LAST, FIRST AND MIDDLE INITIAL) -Ie.dde /'I Dcro f1, , DATE OF DEATH (MM-DD-YEAR) REV-1500 :.;:::::-c:;.:_ :_'2::: .::-<' FILE NUMBER d2 L - ..eL .i COU-.rv::;ODE YEAR INHERITANCE TAX RETURN RESIDENT DECEDENT Real Estate (Schedule A) 2 Stocks and Bonds (Schedule B) 3 Ciosely Held Corporation, Partnership or Sole-Proprietorship 4 Mortgages & Notes Receivable (Scneciule OJ 5 Cash. Bank Deposits & Miscellaneous Personal Property Z (Schedule E) 0 6, Jointly Owned Property (Schedule F) ~ D Separate Billing Requested ...J :::::l 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property I- (Schedule G or L) C. <I: 8, Total Gross Assets (total Lines 1-7) U 9 Funeral Expenses & Administrative Costs I,Schedule H) W 0::: 10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11 Total Deductions (total Lines 9 & 10) 12 Net Value of Estate (Line 8 minus Line 11) L8J 1. Original Return D4.LirnitedEstate D 6. Decedent Died Testate :Attach copy of Will) D 9. Litigation Proceeds Received TELEPHONE NUMBER I 7 - 938 - 7 S's 'I 1!LLg~ NUMBE? 4 SOCIAL SECURITY NUMBER o 7-Di "3,[,,3'2. DATE OF BIRTH (MM-DD-YEAR) IC-i-I?/? THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1/-03-0'-1 (IF APPLICABLE) SURVIVING SPOUSE'S NA,ME (LAST. FIRST. AND \1100LE INITIAL; w >- ~::f(l) uO:'" w,,-u ,,00 u"'~ ,,-", "- " D 2. Supplemental Return D 4a. Future Interest Compromise ,,8ate J: cealh a~er 12-12-82) D 7. Decedent Maintained a Living Trusl,:AtlachcopyofTrusl! D 10. Spousal Poverty Credit '.dme of deat~ between 12-31-91 and 1-H5! SOC:Al SECURITY NUMBER ~ 3, Remainder Return ;~ate of death pr.or:o :2 ',3-82) 5 Federal Estate Tax Return Reouired 8, Total Number of Safe Deposit Boxes LJ 11. Election to tax under Sec. 9113(A) IAttach Sc~ 0) >- z w " z o "- "' W 0: 0: o U THIS'SECTION'IIIlUST BE COMP ETEO. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME J, / COMPLETE MAILING ADDRESS -e ee/,l b3S Oh5erva.I-c;7 0"III-<?- "~0 .'si)tbYf( f;J. /]]39 -'15'1 t - wed/ h}-571 3Yc I - 0 -- ,- , (1) ~ '" (2) - U ,~-:::-:> -0 0 C:..J (3) - '='0 w', .:0 '-- ,; --l1 (:= (4) i :'LQ i""'- - 0 ,Pl (5) -::J ~o /', ;2 9 7. u c I, '"1'0 ~:~ -~I~-; (6) <::- --l~j C) I 1.1'1 (7) - 0- "'" "). 91, 0 0 1- ~o \3i z:: ;;2, .., -t-/3 ~..? (9) ), .:J ' / b21. 33 (10) - (11) ;:;:-;, /10 '-I, ~ (12) :;2109,g]b.77. , 13 Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (SChedule J) z o ~ I-' :::::l C. :!: o u X ~ 14 Net Value Subject to Tax (line 12 minus Line 13) (13) :2 b 9 1f3 b , '7.] - SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15 Amount of line 14 taxable at the spousal tax rate, or transfers under Sec_ 9116 (a)(1_2) 16 Amount of Line 14 taxable at lineal rale 17 Amount of Line 14 taxable at sibling rate xO_ (15) x 0 'is. (16) 12 1'-12, ~~ x 12 (17) x .15 (18) b5 D .IZ- $63, 'i19) -7~ ..)GCJ, 830, 1:1 I 18. Amount of Line 14 taxable at collateral rate I J .1' II 000, <<;: pJ'l :wlo'! /of' dt"S ~o'''1 r 19. TaxDu. J IV,zS n1.J2J II S79.Cr~j,r 200 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < ~ Decedent's Complete Address: STREET.DDRES~ .;I f) ~ CITY )) - 7/DJ... STATE P If ZIP_~. II' 1/,-, Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) J), N2,,~ I 1/, rJ!lCO~ ~f.. 'S7'1, ",...u Total Credits ( .A + 8 + C ) (2) II, 571 ~. I.>;> 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) 4 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the DVERPAYMENT. Check box on Page 1 Line 20 to request a refund 8. Enter the totai of Line 5 + 5A. This is the 8ALANCE DUE. (3) (4) (5) .5~3. b,~ (5A) (58) 50,3. ~ 5. If Une 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS D I2SJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred: ...,.......... ..... . ....,.,.,_..... ..... ........ ...... .. ............... . . .... i'l b. retain the right to designate who shall use the property ':-3:lS7erred or ;ts Incorre ._. .... ..... 'i c. retain a reversionary interest: or...-----, d. receive the promise for life of either payments, benefits or care? ,. ... .... D 2. if death occurred after Decemoer 12. 1982, aid decedent transfer property 'Nlthln 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? . ... . ..... 0 4. Did decedent own an Individual Retirement Account, annUity, or other non-orobate property which contains a beneficiary designation? . No '8J :x; ;-." t3': L .?;j iXl Jnder :Jenalties of _Jer)ury, I declare !hat I have examined this return. including accomoanying schedules and S[8[ements, ana to the best of my knowledge and belief. it IS :rue, correct anc complete Jeciaraiion of preparer other than the personal representative is based on allnformation of'Nhic:l pleparer~as arv knowledge SIGNATURE 9f PERSON RESPONSI E FOR F,llING RETURN ,7 fiv 9';TE /If" /O,j- y\..L"1 .~DDRESS.7 , (y -;;;5 Ob5</'.N/...;?'/ Dr ~ wish., <'ry SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE / ?//i /-5 3 '1- 9S'/9 DATE ADDRESS -:1:s.:;J.'~;::ii:C'];;::;;"":::(~f:l;'~h';:-';-~31X;;.~-c;'~\<:;,;:,;;r~;2';;-;;;'1":Jii&-~~-:4~Li^:~r"~~;:~~~i..~:3k\i.~~~U,ii;"_:i'~iti0,i;~-' For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS 99116 (a) (1.1) (ill. For dales 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% [72 P.S. 99116 (a) (1.1) (ii)l. The statute does not exemot 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 twenty-one years of age or younger at death to or for the use of a natural parent. an adoptive parent. or a stepparent of the chiid is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's ilneal benefiCiaries is 4.5%, except as noted In 72 P.S. 99116(1.2) [72 PS. 99116(a)(1)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an ndividual who has at least one parent in common with the decedent, whether by blood or adoption. ''''''''EX_I','"' ~ , ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Do/' 0 -J1" SCHEDULE F JOINTL Y.OWNED PROPERTY FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A ;-!~ /11ft Ii b 35 obset' 1/(110..'( D," ''-I-...uu /~ j,,,, i' 1" fll1 173; '1 SVJ'! B, 5.:.-L e i9 8 (.4 c.... 0 10 8? oi l-f" 11 hi eJ<>,-<'A: Dr ,1/<" S..-:rL To- ex 5 c)7 , ; / / "'- P L 3.2 '2 '$ 0 D, ''J -14". c. fila rj 01';", ;-I f{J tH t s 737 S''3tJ! Sr Oce~'1 if? ~ !' 0. fful7i) F L 3 3 0.5' i:J p'LcAJ.4kr JOINTLY.OWNED PROPERTY LETTER DATE DESCRIPTION OF PROPERTY ITEM FOR JOINT MADE InClud,e name offlnancial ~nstitution anc bank account numoeror similar identifying number ,;t:a h '10 OF OATEOFDEATH NUMBER TENANT JOINT deed ,orjolnlly held realeslale. c, :lATE OF DEATH DECO'S VALUE OF VALUE OF ASSE, iNTEREST DECEDENTS INTERE::: 1, 3 A. C. f'n~,-uA.. tJ, ,r/2; s: ~ )1 I.V ~ t 70 ~7J97b32.... ;/ c3 - 1.00'1 2 ()c.-t' 1'1 J.. 6 :2.4.& i J ';'A: /'"I'2;6J'I.hY ;.... /1 .f'" 11 I C c /J'1rl1-.'re-eg,." A:: ~3~/o/()g'1 I -~ If, 5 ?(),;< 9 1. i...:{) 2- r{;;o /0'/;');' ,lY'L..e. t3 M I\' 1>..2(/> o'i/~b3 'V 'ie. ~ 7 jV '- J-- S;S,..2 '1b ;-;b 'J-O :2'Z hJ 3 :;9 J 11- 5/'1kJ C.:mm iJni f yI.J,'YIK, 'i8"O(1,g'11J30 ;1.0, 03't,~s- _'V 10,0)7, 0_3 tJ /1 lefl//' ' L v /;1 111..? r t:-<! f~ {J-'/1 k: i;J. () "0 .:>.'f / 13,7S~'L If'! ~-c b) g 7/,,::JS / ,.~ m,J ~ 7;0 'l-tJ 0 Ib7 'I 35 o~b ,II? 5 A 6 ;big f-€t1/f , ,SO I7,S/3.of - ff i). .I,Yc'<! 3/,850,. ,"to 'cJ""'V J S, OJ 2.S."- 0 ~ ;::rsJ,t'r7jCre.ekSje7J1 /.lme #170 /). - id' 17 --. Ie .Jj 7 /.; ::2,- 1 B lCi~{):J CD h'/ In....:- to.. <' 6.:--)/,/\ 12.000 ;;ZlfL /375 ';l.. ",-0 . - eMf/C j).. 0 (JO .2-53 .., -b - I.b - --.- S 13 IJ -If'02 eu YY(rJ;..?/c-/ ,;);)0 5",." ::>:...-' /7 53?, ~c !3 o-rJl: !j'j oD!l '1'1230 . 1 !?, ''-''''OJ t ' VYI Y/1 ,-,11. f1 20,(;J3'{.OS 51; }o, 1>(7, co] , ;O,I/;>-C. e JYr11r7 < t' ("'- 8...",1<,' }2&oO/VJ /3 , '751. f 7 SQ 6/,976,2.3' /0 c..... I,/;Y/o..2.. e<T'l'?1'i1 ~;- ~. -(' 6t-;tK. i:2 "'0 0 ';2,";' y 35) cl".S. /0 !2b 17/~3< sg 1/ c "- C ~13 ~ /JJ t'YZ 1 'I;/' 8~-<- c;y~() '?'I733u ? 0, 03'1.0S- ~U )0017.0; I~ TOTAL (Also enter on line 6, Recapitulation) $ 29~ 001, LjO (If more s ace is needed ins p ert additional sheets of the same size) REV-1511 EX-\'.- (12-99) . , ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF D )('0 f-A f) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS eel/P N FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES / //;"'1-< I J '-10. tV ~31i.f. 30 1. .c (,i Yl<-'/~ II'> V-< / 3 <.'iJ.'.S I /~)v/,;,/- ;J J 7. 30 P If, //7-' // 3'1,)' <fV c: 10, ~ m~JJ,Jl:J I e At"'.1... '5 ov, ~ ~-o?rvl'C...R~~ 7/'''''/Y//)/Y - P'/-'-" ~u,"" P/'~" c"-'/ g) ,~ <;x ('v'vC-<! ...........-1 ~IIN:; 1"4 -;'d/~U.rn.c:.. -;;;::, .- ''';0 .w f?('~u ll?~_/' _4 Or:),' f1~Jf- I ...", R e c. f?f' t/..),'\.- r u c-,)(. ilC -fh ~'" /tc"l'- e",,,/i ./ <;f"""f!s$1 3 7 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 'Jt/J/'Y J!e ,/ cI" /,1 Name of Personal Representative(s) Il ( -3'1'51/:'1 Social Security Number(s)/EIN Number of Personal Aepresentative(s) /33 Street Address b 3 S 0& e (' Ja..k-'l' 7 Dr City -i! c' u.J ,.s 60ft y Slate .J?I1. Zip /133 '1 , Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not lhe same as claimant's. attach explanation) Claimant Street Address City State _ Zip I Relationship of Claimant to Decedent 4 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. .,l---Y ~ .~ (iP'p if 5 CO 'v II) ~s3 ,.v ;2.;5 ~ 1:0 _.., LV ~o___ /JJp53~ I ,-v ::z) 5;2(.>- TOTAL (Also enter on line 9, Recapitulation) $ 1 3) 57'3. ~ (If more space is needed. insert additional sheets of the same size) pl-r7 P/l jo-y REV-1512 EX+ \12-03) , , '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DolO 'f/;y f) },,,,o/h/l Report debts incur;ed by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. FILE NUMBER ITEM NUMBER VALUE AT DATE OF DEATH 2-- 2, vi 5" (;} I '5 '7 /'-' iJ IA DESCRIPTION /'OW01' liJI.'"r: fJJ1.5 V;S- tc- !3, 'II S(;,~ ;;./8 d (2,72. }/O )1 SU-R C;jJ,;" I- ;-/Jj P / 3' t. ,~ -r" b, ~ s J '1-",.,)' .,0 r d" r sCl/dl, K-f~"b /b'~ 50 ~ /1." ! /---J, 'J X ;.I /1>3,SY /(' c 1 ba h... St<- f r 'I J--ynJ / Y C i!-.s.~ fA ,;S /'C'/ iff I ~./O ,;;-.'tZ ;2 D,~ Co /y/ C-a.) j- ,;} '1' ;20 il )6 No /y S?,Jo,f jj,s/, YI/c // " r ]-1-<:.,,/' r (;; /'c vI' 0:J/.-!1. TOTAL (Also enler on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 10-03-2005 HEDDEN 11-03-2004 21 04-1182 CUMBERLAND 101 APPEAL DATE: 12-02-2005 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~~_!~!~-~!~~------~---~~!~!~_k9~~~_~9~!!9~_~9~_Y9~~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOROTHY A FILE NO. 21 04-1182 ACN 101 BUREAU OF INOIVIDUAL INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NDTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ,r, :-_ , ,....;-.'.. ,,", .i). ') ;.,..... ,:"J DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN HENRY A HEDDEN 635 OBSERVATORY LEWISBERRY DR PA 17339 ESTATE OF HEDDEN REV-I547 EX AFP 106-05) DOROTHY A TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED DATE 10-03-2005 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate ISchedule A) 2. Stocks and Bonds ISchedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable ISchedule D) 5. Cash/Bank Deposits/Misc. Personal Property ISchedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 294.001. 40 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Dabts/Mortgage Liabilities/Liens ISchedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 110) 23,543.30 621.33 (11) (12) (13) (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 294,001.40 74 164 63 269,836.77 .00 269,836.77 NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will reTlect Tigures that include the total oT ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 269,836.77 X 045 = 12,142.65 .00 X 12 = .00 .00 X 15 = .00 (19)= 12,142.65 rlun"... ICI:~E.l1'1 (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-28-2004 '-: CD004771 578.95 11,000.00 07-19-2005 CD005590 .00 563.65 TOTAL TAX CREDIT 12,142.60 BALANCE OF TAX DUE .05 INTEREST AND PEN. .00 TOTAL DUE .05 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. pt I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)