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Home My WebLink About08-15-13 (2) -J REV-1500 Ex�07.10, 1505610143 PA De adment of Revenue �* OFFICIAL USE ONLY P pennsylvania cwmycace vear -c��eH\� Bureau of Individual Taxes ^�°�'��^�"E�� Po sox.2sosoi INHERITANCE TAX RETURN 21 13 0 0 0 6 8 Harrisburg,PA 17128-0601 RESIDENT DECEDENT £NTER DECEDENT INFORMATION BELOW . Social Security Number Date of Death Oate of BiAh . 12 22 2012 06 27 1929 DecedenCs Last Name Suffiz Decedent's First Name MI �. BOYD JEANNE 2 (If Applicable)Enter Surviving Spouse's Informadon Below , Spouse's Last Name SuKx Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � � �1. Originaf Retum ❑ 2. SupplemenUl Retum � 3.Remalnder Retum(aate of Ueath ptlor to 1243-82) ' �] 4. Limfted Estale � qa.FWUre imeresi CanproMSe � 5. Fetleral EsWte Tan Retum Requlre0 , (Eate a/daNn etter 1Y-12E27 � g Dacoeent Diee Testata � �, Occeeent Maimeirreo e LMrg Trvst � B. ToWI Number o(Safe DepoSil BUXes � (Attec�CopY�W�tl) (Alled�Copy o:T(uR) � 9. UtigetionProceedsReceivetl ❑ 10.Spouuiaoven�Creaiitaa�eaaea�n � ��,ElectionlotazunderSec.9N3{A) �� oeniaen 52-31- �eiw 1-t-951 (Attach Sch.O) CORRESPONDENT-THIS SECTI�N MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL 7AX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RICSARD E CONNELL ESQ 717 232 8731 ; �GISTER O�ILLS•USF�NLY � First line of address Ca � c � o m = � c� cn � 2303 MARICET STREET a � '-' rn m � "' � � v � � Second line of address ' � o 0 '� O � 3 � � � DA E FILEU� c'� City or Post Office State ZIP Code � .1 � �•� CAMP HII,L PA 17011 D �� ' ° � 'n � corresponaen��se-maiiadd.ess: connell@bmc-law.net It is vue��rteet end iom�lete Dedaration ofe ee 0 rtr ot e�thanUlhe ndu0ing accompanying schedules antl stateme�ts,an0 to the best of my knowleGge antl belief, p p pa personal representa�ve�s Dased on all i�tortna4on at whic�preparer has any knovAeOge. NA E O ERS RESPONS�BLE FOR FILING RETURN DATE William J.Boyd � � AODR SS 427 Sio Drive, anicsbur , PA 17050 SI ATUREOFPRE RE TNER HANR P S ATIVE D TE . � Richard E Connell Esq . /� p?lJ�,� nooa 2303 Market Street,Camp Hill, PA '170'li ' Side 1 L 1505610143 15056101A3 � �� 1505610243 REV-1500 EX DecedenYs Social Securiry Number oa�aem'sName: BOYD� JEANNE Z. RECAPITULATION � t. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 5 O 8 , 13 3 . 9 6 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. - 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5. Cash,Bank Deposits&Miscellaneous Personal Properry(Schetlule E)................ 5. 1 , 0 0 0 . 0 0 6. Jointly Owned Property(Schetlule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) p Separate Billing Requested............. 7, - 8. 7otal Gross Assets(total Lines 1-7)....................................................................... 8. 5 0 9 � 13 3 . 9 6 9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 10. Debts ot Decedent,Mortgage Liabilities,&Liens(Schedule I)................................ 10. 1 t. ToWI Deductions(total Lines 9& 10)..................................................._........._...... 11. 0 . 0 0 �Z� Net Value of Esfate(Line 8 minus Line 11�............................................................. 12, 5 O 9 � 13 3 . 9 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)................................................. �3. 14. Net Value Subject to Taz(Li�e 12 minus Line 13)................................................. 1q, 5 O 9 , 13 3 . 9 6 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or traasfers under Sec.9116 � (a)(tz)X .00 509 , 133 . 96 �5 0 . 00 16. Amount of Line t4 taxabie at lineal rate X .045 16. � - 17. AmourA of Line 14 taxable atsiblingrateX .�2 �7. 'I8. Amount o(Line 14 taxable at collaterel rete X .15 18. 19. Tax Due..................................................................................................................... 19. 0 . 0 0 20. FILL IN THE OVA41F YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1505610243 1505610243 � REV-1500 EX Page 3 File Number 21 - 13 - 00068 DecedenYs Complete Address: E D N 'S M Boyd, Jeanne Z. STREETADDRESS 427 Sioux Drive CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1, Taz Due(Page 2,Line 19) - (1) 0.00 2. Credits/Payments A. Ptior Payments � B. Discount Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 � q. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 +Line 3 is grea[er than Line 2,enter the difference. This is the TAX DUE. (5) �•�� Make Check Payable to: REGISTER OF WILLS, AGENT. �-b�,: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a hansfer and: , Yes No a. retain the use or income of ihe property transferred;..._............_.............................................................. x b. retain the right to designate who shall u5e the property transferred or its income:.................................... � � c. retain a reversionaiY interest;or......_........._..._.......................................................................................... x d. receive the p�omise for life af either payments,benefits or care?.............................................................. x 2. If death occurred alter December 12, 1982,did decedent traosfer property within one year of death without receiving ade9uate consideration?..........................................................................._.......................................... ❑ � 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... � � 4. Did decetlent own an Individual Retirement Account,annuity,or other non-probate property which contains a beneficiary tlesi9nation?...................................................................................................................... ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . _ , - . G ..:.;.. ,:. . , . ... ... ... _r . �i r� .. , , . �. � y:.. . ,m . . . ...,. .. _ . .,...„. �n, 4:..tq¢. . . � � � '.'. . . . . '. . .. . . '. r : For dates of death on or after July 1,1994 aqd before Jan.1,1995,the tax rate imposed on 1he net vaWe of transfers to or for ihe use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or aHer danuanf 1,1995,the tax rete imposetl on the net value of tfansiers to or for the use of the surviving 5pouse is 0 percent [72 P.S.§9116(a)(7.1)(ii)J. The statute does not exempt a transfer to a surviving spouse from taz,antl the statutory requiremenls for d�sGosure ot assets antl filing a tax return are still applicable even if the surviving spouse is the only beneficiary. Far dates of death on or after July 1,2000: •The tax rate imposed on the nei value of transfere from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of fhe child is 0 percent[72 P.S.§91�6(a)(�12)]. •The tax rate imposed on the ne�value of transfers to or for the use of ihe decedenYs lineal 6eneficiaries is 4.5 perCent,azcept as noted in 72 P.S.§9156 t2)p2 P.S.§9116(a)(1)1. •The tax rate imposed on the net value of transfers to or tor the use of ihe decedenYs siblings is'12 percent[72 P.S. 9116(a)i��3). A sibling is defined under Section 9102,as an individual who has at least one parent in common wdh lhe decedent,w ether By bloo or adoption. , SCHEDULE B LOMMONWEALTHOFPENNSYLVqNIA STOCKS & BONDS INHERIT�INCE TP%RETU RN RESI�ENTOECEOENT FILE NUMBER ESTATE OF goyd, Jeanne Z. 2� - �3-000s8 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 Wells Fargo Advisors Account# 1934-6775 5�8,133.96 TOTAL(Also enter on line 2, Recapitulation) 508,133.96 . _ . . _ . . . . _ . _. SCHEDULE E CASH, BANK DEPOSITS, 8� MISC. COMMONWERLTHOFPENNSYLVANIN PERSONAL PROPERTY INNERIiPNCE T!U(RETURN RESI�EMDECEOENT . ' FILE NUMBER ESTATE OF BOyd, Je8flf18 Z. 21 - 13-00068 . Include the proceeds of litigation and the date the proceeds were received by fhe estate.All properiy jointly-owned with the right oi survivorship must be disclosed on schedule F. ITEM � DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Personal items and household goods. 1,000.00 , TOTAL(Also enter on Line 5, Recapitulation) 1,DUO.UO REV-0573 EX+(H-0e) SCHEDULEJ COMMNHERRANCE TAX RETURN AN A BEN EFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Boyd,Jeanne Z. 21 - 13-��068 NAME AND ADDRESS OF PERSON S RELATIONSHIP TO SHARE OF ESTA7E AMOUNT OF ESTATE NUMBER 1 ) DECEDENT (Wards) ($$$) RECEIVWG PROPERTY DoNOtListTrustee�s) I� TAXABLE DISTRIBUTIONS[include outright spousal - distnbu4ons,and transfers u�der Sec.9116(a)(12)] 1 Wifliam J. Boyd Husband 427 Sioux Drive Mechanicsburg, PA 17050 Enter dollar amounts to�distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II. NON-TAXABLE OISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00