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Home My WebLink About07-29-13 (3) -- i� i i t � 1505610140 REV-�I 5►�� {�2-,,,t��, PA Department of Revenue o�'F�ctAi.usE oN�.Y Bureau of tndividuai Ta�ces Counfy Code Year �ile Number PO BOX 28Q641 INHERITANCE TAX RETUR�! � � .� � {� (� 7 � 2 Hamsburg,PA 17928-d601 RESIDENT DECEDENT ENTER DECEDENT lNFC?RMATION BEl.C?W Sociai Security Number Dafe of Deafh MMDDYYYY Date of Birth MMDDYYYY � � � � a � s2o � � os � � � � 7 � Decedent`s E�st Name Su€fix C}ecedent`s First Name MI S A U E R G . P N 1 L I P (If Applicable)En#er Surviving Spouse's lnfarmation B�low Spouse`s Last Name Suff�c Spause"s First Name Mi Spouse's Social Secunty Number THIS RETURN MUST BE FILED tN DUPLICATE W17H THE REGESTER QF WILLS FIl.L IN APPFtUPWATE OVAL,S BELOW Q 1.Original Retum � 2.Supptementat Return � 3.Remainder Retum(Date af Death Prior to 12-13-82� � 4.limited Estate � 4a.Future Interest Compromise�date of � 5.Federal Estate Tax Retum Required death after 12-12-82) � 6.Decedent Died Testa#e � 7.Decedent Maintained a l.iving Trust � 8.Totai Number t�f Safe Deposit Boxes (Attach Capy of Will) (Attach Copy of Trust.) � 9.Litigatian Proceeds Received � 10.5pausa!Poverty Credit(Date af Death � 11.Election to Ta�c under Sec.9113(A} Between 12-31-91 and 1-1-95) (Attach Schedule 4) CORRESPONDENT-THIS SEC7ION MUST SE COMPLETED.ALL CORRESPONDENCE AND CONF(DENTIAL TAX iN�4RMA7iQN•SHOULD BE DIRECTED T0: Name Da��e Tetephor��lumk� �? �:� � SUZANNE M . TR ! NH 7�w�1�7 2 � 4 ��Q29 � �.. 1'r' r-.w.J � '"' REG(STER t�jMlL�,�S� NLY `_ ,. ..; �. C.s"7 �::..� �_�a �.° �:> �: First Line of Address •` .. "''`3' , -; . = _�:; . - 1 4 NC� RT N MAI N STREET .; - � .�� . �.� .. _:-� Second Line of Address �-, ��° �'" � sui TE � ao � ° x � City or Post Ui�ice Sta#e ZIP Cade DAT�FILED C HA MB E R S B UR � PA �1 7 2 C1 1 CorrespondenYs e-mail address: Under penalties af perjury,I dedare that I have e�mined this retum,inGuding accompanying scheduies and statemerrks,and#o the best af my kna�nAedge and be(ief, it is true,correct and camplete.Declaration of preparer other than the personal representatiue is based on all informatian of which preparer has any knowledge. Sl TURE OF P�Ir•ON RE OFISIBLE FOR FML(NG RETURN , DATE �� , ,,,,. �. ADDRESS 9C5 G ENSPRING RQAD NEV'WIL�E PA 17�41 SIG TURE OF PREPARER U�R TH REPRESENTATNE DATE A 14 RTH MAIN STREET, SUITE 2C}Q CHAMBERSBURG PA 17201 PLEASE USE ORIGINAL FORM ONLY Side'� � l�o��la��o �.�o��zoz�o .,.� � t. i� � + � , J 1505610240 REV-1500 EX(FI) Decedent's Social Security Number DecedenYs Name: G. PHILIP SAUER RECAPITULATION 1. Real Estate(Schedule A) ..... ...... . .. .. .. . ... ........... .. . . ...... 1. • 2. Stocks and Bonds(Schedule B) . .. .. . .. .. ... ....... ... . . . . ...... . . . . . 2. • 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedute C) .. .. . 3. • 4. Mortgages and Notes Receivable(Schedule D) ...... ...... .. ... . . . . . .... 4. • 5. Cash,Bank De osits and Miscellaneous Personal Pro e 2 2 � � 3 . 8 3 p p rty(Schedule E). . . .. .. 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requesfed ..... .. 6. • 7. Inter-V'NOS Transfers 8�Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. . 8. Total Gross Assets(total Lines 1 through 7) .... ..... .. ... ....... .. .. .. 8. 2 2 � 0 3 . 8 3 9. Funeral Expenses and Administrative Costs(Schedule H) .... ..... . . . . .. ... 9. 6 3 5 � . 'rJ � 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . ...... . . . . . . 10. • 11. Total Deductions(total Lines 9 and 10) . ... ..... ...... ..... .. .. ....... ��. 6 3 5 � . �J � 12. Net Value of Estate(Line 8 minus Line 11) ... . ............... . . . . ..... 12. � 5 6 5 2 . 3 3 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. � 5 6 5 2 . 3 3 TAX CALCUlATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2}X.0 � . � � 15. � . � � 16. Amount of Line 14 taxable at�inea�rate x.o4s 1 5 6 5 2 . 3 3 ��. 7 0 4 . 3 5 17. Amount of Line 14 taxable at sibling rate X.12 0 . � � 17. � . � � 18. Amount of Line 14 taxable at collateral rate X.15 0 . � 0 �g, 0 . 0 � 19. TAX DUE . .............. ... .... ... .. ......... ... ...... . .. .. .... 19. 7 � 4 • 3 rJ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 L 1505610240 1505610240 � ( � a REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 13 00�62 DECEDENTS NAME G. PHILIP SAUER STREET ADDRESS CITY STATE ZIP Tax Payments and Credits: �• Tax Due(Page 2,Line 19} (1) 704.35 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 0.00 3. Interest �3) 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. (4) 0.00 5. !f Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 704.35 Make check payable to: REGISTER OF WILLS, AGENT ,,, :,�, ,. � ,,.,. :.�. ,., ,,,,, , , � ,,, �, �,� ,,. � � �, , . � � � � � ,,,,. ,, � . ,, � ., , � , . ,� � , , . .: ,:, ,�,. � ., �.,, . , „ , , � �� . .� ��.�� .. ,, ,, � �,�.� � , _. � � � , � If � � � � �� a � � . � , �� . ��,��,� . � � �. : ,� � .,,, _. ��,� . � , � � , , ,., �� , � �� .� .. �� , .,, � „ � ,. ,. � � �,� �, � .� . ,� I ,�.� � . , ,,.� � . �.. � � , � i , i i i. . � I I i „ I � i .l� , ,�, I. I �I . ,_, ,. � �.. ,, ., � _ i , � i �� i ,� .� � � �i i. ,i . i, �, „ l I, �i ,. I i i � � � , , I i i i „ I I i II � ., .,,, �,.I., ,, i.,i,.,i„I I � �, �, � 1 I I. ,� , , ,,,, , II. ,� � �i. II „I.. ,, ,,III� ,,, I, ,, � � .., . ... , . i.. , . , i („ � , i i, i,II ii, i d„,., , 1 �.,,,„ �. , t a I ,,,,,,., �,, I , : . . „, ,.,, I . � � � � , � i , i i , , �� , ,, I, � . � : ,,.., . ,I � , �, � I , �� i ��, I, � i i . II , i,ii i, ... i il li ,,,�. �,�.., ..,__„ � i.,_,I �i .,„ , �, , , � _., , � , I i lh �I„) .I,,,ii,ll, l,, ),J i, � ��, �I � , I � _., � ,.. I I ,� i l r.,l.,� , .,.,�, , ,, !� ,,i �il I �.I,,� I iI .�,�,�. i ii l i l i, ( i,.i..,,.,. ,I, l i i ,,. i i i i i I �.,, i, � � � ! , ,� i � „ ., . .....,. ,I„ I u , .,�� .,.,., ,I , � .,. , . ,, i i �,� � �,� u, ,,.,n,. ,,, �. �i i,...,, i� �.�.,,.,i � (,.�, I.,� � ,:, �I li Li,.i,,... ., li.,, .I , , . � .. i. i i, I,. I i l I I n,.i,lll�l,ll ,.,,I,. l u.��u, i �,,,a.. il,i l i l il i .,.I l.,�iii.,, .,..�., ,,.,.�... �i,.,.,....,. �....i.l.�i..� ..: �, �,, � ,, i i,� �il,i�i ii�,�i,�il.,� �. I I..f,Iw,Ii� ,..,,,.:IIi�I,,l,li,lu'lll,l��liu ii.lil:.i..,...,i„i.,„ti„,i,,,,,r.� . ,�..�, ..�,.,,iJ. �u,i.�.�..iliuiul.,�l..e..,.b�i iJi uil.,�i� il,i,�,l6�i„i..„ ��i�, r��i.,„,i 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 ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income ............................... ❑ X❑ c. retain a reversionary interest ..................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ OX 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ XO 3. Did decedent own an"in tn�st for"or payable-upon�Jeath bank account or security at his or her death? ......... ❑ X❑ 4. Did decedent own an individual retirement aa;ount,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. �,��.,, . ,, � � ., , ,.,, .. ,, . ,,,, .,, „ .....: � .,. . ,.., .. ., .,,.,, .,... , . .,,. . , I,el � I I ,..�.i.lr.i, .. 'I�..�I':�.�� . I � .I .f .. I I ,.il. .. .,��.,,,.� ,I 1.,i.I ..II I i II . 1 .I ... . . .I . � I .� .1�. ,�I� I . ., i.I.... .1 I I I�.� .. f... i...I. �.�f: .,. . .,.I. .i , I I . III III i�.....�I. � IIII I I. ..� I ..il, � , i . .f{� ,.��!. .,. � ti .. .I�.. . .. . � .I. .�.�... . ... � ......�. ...,.� i� . ., �, ,.. I . � 1 I I I. �.. I . �� I I I �.. . .�.,i� 1 .,�...�.,� I�I .�.. I � I I � �f .i.., ,� . li. .,i . . I I I I li ,. . I I ,i. 1� I . i � i ,I �. I . .� I . . I .. I .. I . . �,, I �,I.:, , .. , �. I . i....�. I�.� . ,� i I ,I i i . .I . ,, I .l ,I iIII , �I i 1 i � �., � ,,i„ � i l„ , I . f I �1 i.,�, f l,�.,l I, � i i .,.1 I, . , �,: ! I � . . � I � I I � � I, I I i iii i I. I ,, i � i I , I i � I I � � [, � � I � f � i �I I I � „ � I. I I . � � � I ,I , I I I , i l i l i, i l i i .i l i I I � � I i I I i I ,i , 1 I i . I �, l i i , . � . i � i �, i, , i��. I., � ,.., �, . � I i � I � I „ I I � I.,.,� �� ,I i I� II �1 I � �� . .I �I „ „ „ , ,,._. t , � � , J I �,I, i . I� ,i ,� � I,�.,, i � i � I ..II �I ,.: � �, � I I � , I I , � I � , ��, II , I �I�� I . I �I� � i, � �I I I i i I II l I i�i, .I , I ,..� I I I . � i ,i � i il �f � I , � ., � � ,� � , , � �. , � � I , . � � � _ � I � I , , � � � �� ,I i , ,.I �. � i� � I i i , . � � I �,., ,,i l il , i I. � I ,,.i� . �. � �. I , �. � i , � i � � I � , � � � �ii � _ , i. i I � � � � i , I � .. � I , � I ,., � � I. I �. I .,,� I , I � i � I I� ,i .. � ii� i � � i � , � ,., �._ � il � , .� I 1 � I � I � I i � i� � I � i i � � i , , il�,,. , �. ....� , � � I , , � � � �. I, , I , �,. � � i �, , ,. , ,,, � i, � , � � � ,� . � _. , , � � � � � 1 i I i ! � i ,. III , , , � � I. , ff � I I � , I,. �. ,. I I�I�� , � � ,,,�� I i I I� � I .. �� I� I. I�I ,I.{,Ill�II��Illfrlf��..I�� I.II � .I ., � � �� .I I J�I i.,. � „ �� , ,� � � .. � �� , � I , � �,,�.I �I I Il I I I I , � �, I�� i��l�I�f ��il� .,�� I�Li � ,�� ., ��J�,lil Ill�ll��ll�i��i��, .��IiI��IIJ�II��, �.,I�iIIiIIi�III�I�I,��V�i�,,,��..�rf�I,�,�u��I��Ii��G��,I�I�I��I��I��.��h�,ii��,�J,��,,�.,J��,JJI��JI�I��iIIIIIJ��I�I,,,��iI��I�IIh,Jil�iu�.J,,��,II�I�I�i�I�I�II��I.,J�Ii�J�I�,,..,.,J[E,�I,�J,,I,i��hfl I�i��IIIJI 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 sunriving spouse is is 3 percent[72 P.S.§9116{a)(1.1)(i)]. 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 surviving spouse is 0 perc�nt [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 retum are still applicable even if the sunriving 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 deat�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�2 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 91 Q2,as an individual who has at least one parent in common with the decedent,whether 6y blood or adoption. � . �REV 1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS &MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT P E RS O NAL P RO P E RTY ESTATE OF: FILE NUMBER: G. PHILIP SAUER 21 13 00762 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTlON OF DEATH 1. Savings Account#800287, Farmers and Merchants Trust Company, including 22,003.83 interest accrued to date of death TOTAL(Also enter on Line 5,Recapitulation) � 22 003.83 If more space is needed,use additional sheets of paper of the same size. . REV 1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER G. PHILIP SAUER 21 13 00762 Decedenfs debts must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Egger Funeral Home, Inc.,funeral services 1,973.00 B. ADMlNISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representafive(s) Street Address City State ZIP Year(s)Commission Paid: 2, Attomey Fees: Suzanne M. Trinh 750.00 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) 3,500.00 Claimant Georqe and Gilma Sauer StreetAddre,ss 965 Greensprinq Road c;ry Nevwille state PA ziP 17241 Relationship of Claimantto Decedent parents 4. Probate Fees: R�IStef Of WIIIS-Letters 60.00; short certificates 10.00; JCS fee 23.50; 128.50 automation 5.00; filing return 15.00; filing inventory 15.00 5 Accountant Fees: 6, Tax Retum Preparer Fees: 7. TOTAL(Also enter on Une 9,Recapitulation) � 6 351.50 If more space is needed,use additional sheefs of paper of the same size. �REV 1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: G. PHILIP SAUER 21 13 00762 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under ; Sec.9116(a)(1.2).] 1. George and Gilma Sauer Lineal 965 Greenspring Road entire estate Newville, PA 17241 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON 1'AXABLE 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. S If more space is needed,use additional sheets of paper of the same size. � � � a �� ° � o y --�' � � � S � N C N O . � N D n � C n Su ,�y, O Q� � � N �� Z °O �Z � � m � � s � �� a � �/y� � �f•O O Z 7� �\ (� Q I � � � -D "'( i�� C N ra m � o � i N n � � � v w r. �o N � O � O � N � � .A. 69 D� ` � A [D� _ m a � .. • N 0 w �{ N Q O � -�+�N w � W W � � w o � -„., fD � � a �� =� 0 tn= v � m O � � � � N --1 r+ � C_ O � r+ m N N � N � ? � fl. �