The URL can be used to link to this page

Home My WebLink About09-09-13 � ,,1�,, 15056111�1 REV��7oo Ex(oz-ss) ■!� Yl OFFICIA�USE ONLY PA Department of Revenue pennsylvania Bureau of Individual Taxes `••"�"`" County Code Year File Number Po sox zso6oi INHERITANCE TAX RETURN � I I a I O�57, Harrisburg,PA iyiz8-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY � ;� � 2 ► �, q .� ,�5. I y Decedent's Last Name Suffix DecedenYS First Name MI l� E `� t� � � �1 r S Sa �� h C (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix 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 � � i. Original Retum O 2. Supplemental Retum O 3. Remainder Relum(Dale o(Death Priorto 12-13-82) � 4. Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � O 6. Decedent Died Testate p 7. Decedent Maintained a Living Trust _ 6. Total Number of Safe Deposit Bozes (Attach Copy of Will) (Anach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETEO.ALL CORRESPONDENCE AND CONFIDENT�AL TAX INfORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number /i c�, t�S 4 r �Q F }� E R k� .� G ' 7 I 7 5 �l 5 1 7 I 4 ,, — fiISTER OF WFLLB US�MR' 3'. � :f� t��j ; First Line of Address m T c'a �-,�' ;,'f:` '`� p+ C . � ?'� R r-r� p� � hl D Cl �1 '} ',4 1 =I\ (� 1 G � S�� b � _� � �::r Second Line of Address � � � � " � �'� C7 C7 r,� 'C� �y � . t;1 G� - , � ''f . � r'.� C.. :�, � � . :L' DATE�I�D !.C' �..,1 City or Post Office � State N ZIP Code � � � ��U� ft L 5 ,V U � � � � ' ��7 1�. � � � . . � r� ConaspondenYs e-mailatldress: � Under penalties of perjury,I declare that I have ezamined ihis retum,inclutling accompanying schetlules and statements,and to t�e best of my knowledge antl belief, it is true,correct and complete.Declaration of preparer other[han the personel representative is based on all information of which preperer has any knowledge. SIGN OF PER ON RESPO IBLE FOR FILING RETURN � DATE � A�oS- (mourle�,i,u�[,� Tsisbury Pq. l7//2 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE � DATE ADDRE55 PLEASE USE OR161NAL FORM ONLY Side 1 L 1505611101 1505611101 J �\ J 15�561120Z Rev-ieoo�c _ Decedent's Sociai S�urity Number Deoedent's Name: �� +�'� RECAPITULATION �« ,��y u' ; t. Real Estate(Scheduta A} ...... . . . ..... . .......�tJa�!�..�i. .. t. , ;_ „ ,.. �: �^�.�. * ` N ; 2. Stocks and Bontls(Scbedule 8) . .. ... ..... ... .........��. . 2. � %. x _ �... ,�.-;., ,�; � , "a 3. Ciosely Heid Carporation, Partnership or Sole-Proprietorship(Sohedule C} ..... 3. � G - y�� „�r ti�X�E�TM�;�� . °;�•_�, '� ;p�,: 4. MprCgages and Notes Receivable(Scheduie D).... ... .... '� ��. ."'..... 4. �: , .. ��y.y, ., 5. Cash, Bank Depqsits and Miscellaneous Personal Property(Schedule E) . . . . S � �r} � �(�"�' �g� fi. Jointly 4wned Prope ( Q Separats 6k1(irsg ftequested ....... B. � �v . 7. lnter-Vivos Transfers 8 � t � s Noo-Prabata Property � . � ." ° ` : . (Sohedule G) p Separate Billing Requested.. . . . ... 7. � � � � . . �{ y�<'.. t 8. Fota!Gross Aaaets(totai lfnes 1 through 7}...... ......... .. ..... ... . 8. . � t ��t�I ��.��. 9. Funeral Expenses and Administretive Costs(Schedule H).. . . . . . . . . . . . . . . . . 9. � � � „ � .. . .. r�>,�., 10. Debts of Decedent,Mortgage Lisbilides and Lie�s{Schedule E).. ............ 10. �� , y � . r ;,�;a,.° . .. d > t1. Totad Deductibna(total Lines 9 and 10).. . . . . . . . .. . . . . .. .. . . . . . . . . . . . it � � � � . . ..,�,., ,�.�, .`. .x � xz: � 12. Net Yalue of Estate{Line&minus Line 11) ......... .. .......... ..... �2 � ' � .. 13. Charitabie and Governmentai Bequesta/Sec 91t3 Trusts for which * �"�T'^��'s�^ `�`�`''`�;' an election tq tax has not been made(Schedule J) , , ,, , . 1 g, ' ; . ._n�'3��a ' y. ��., .. ; 14_ Net Yalue Subject ta Tax{I_ine 12 minus�ine 13} ................... .. 14. ' � �,��'{ � C� � TAX CALCULATION�SEE INSTRUCTIQN3 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousai tax rate,or transtersunderSec.9�t& '� � - . . :�- �; _ . _ . �;��-.a�-W r. (a)(1.2)X.0�... x.. � 15. � . 18. Amount of Line 14 taxable �� 'E""''"� � � � � , �`�*�i � n''� at l3neai rate X.0_ . �. �g, - y � 17. Amount of Line 14 taxable � � - �"' "� - . ` " , ..�"'�''��"� �- z at sibling rate X J2 . � 77 � - , a *.f,Ar�� yk. ;nf��'�m s�`��'�';w�ti' . #�•�A� �4 tl�"✓��..'-' a,. r.,.�1. �8_ Artiountoflin814taxable ;. � a � ,.� `� °"-` � aYC011ateralrate X.15 �, ; '. �'`, '„� .. � d 18 " � � r �� $ ; � . . .� g a� � �3 �,�;; � � 19. TAX DUE . . . . . . . . . . . . . . . . , . . . . . . . . 19 � �` ` ` ° ,� �a�.a�,att.. , „J"��.;+m�.�wR,�T. .. ��.-�x 20. FILL IN THE OVAL IF YpU ARE REQUESTING A REFUND OF AN OVBRPAYMENT p Side 2 � 1505611201 1505611201 � � NOTICf OF ZNNERZTANtE TAX � pennsylvania B HERI ANCE �SnIVISI NL 7AXE5 pppRAISEMENT. ALLOWANCE OR pTSALL�WANCE '�� DEPAHTM2NTOFREVENUE P4 ao7( 26u503 OP DEDUCTIONS, ANII dSSESSNENT OF TAX ON RE1`-1548 IX AfP [12-1Z> HARRi5BUR6 PA 1712H-ad01 J4INTLV HELD tlR 7RU57 ASSETS BATE 12-31-2DI2 ESTATE UF HERWIG SARAH C DATE OF DEATN 05-22-2012 FILE NUMBER 21 12-1267 COUNTY CUMBERLAND SSN/DC EDWARD F HERWI6 ACN 1216453U 805 MOUNTAIN VIEW ST APPEAL BY DATE:tl3-01-2013 NARRIS$UR6 PA 171 22-224 0 f�ee�eversesideunderObjections) Aoount Re�itted ��—��—��—�—�� MAKE CNECK PAYABLE AND REMIT PAYMENT T0: REGSSTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 � CUT AL4N6 THI'S LINE �"1' RETASN �dWER POBTI6Mi FOR YOUR RECOftBS � � -"""-"--"--^--_`-"--"-"'-.-"""-"--"--'--`^--'--"-"--"-"-"'-""""'-"" REV-1548 EX AFP C12-12) NdTICE OF INHERITAHCE TAX APPRdISEMENT, ALLdWANCE OR DISA4L8WANCE 6F GEDUCTIdN5. AND ASSESSMEHT OF TqX DN JpINTLY HELD OR TRUST ASSEFS DATE: 12^31-2012 ESTATE OF:NERWIG SARAH C DATE OF DEATH:05-22-2012 CpUNTY:CUMBERLAND FILE NO. : 21 12-1257 S.S/D.C. NO. : p14-07-3842 ACN: 12164530 TAX RETURN WAS: tX3 ACCEPTED AS FILED O CHANGED JOINT dR TRUST ASSET 2NFORNATION PINANCIAL INSTITUTION: PNC BANK NA � ACCOUNT NO. : 5140028542 TYPE OF ACCOUNT: C )SAVINGS C )q CHECKING C �TRUST C )TIME CERTIFICATE DATE ESTABI�ISNED 22-42-19b4 Acaoun# Balance 4,347.00 ap7�: TO ENSURE PRftPER CREDIT TD Percent Taxable X U.166 YDUR ACC�UNT, SUBMIT THE Amount Subjett to 7ax 724.51 UppER PORTION dF THIS NOTICE ➢ebts and Deductians ' -da WITN YQUR TAX PAYMENT TO THE Taxable Amount 724.51 REGISTER DF WILLS AT THE Tax Rate r .�45 ABOVE ADDRESS. MAKE CHECK Tax Due 3z•�� OR MONEY ORDER PAYABLE T0: I "REGISTER OF WILLS, AGENT." TAX CREDITS: I PAVMEXT RECEiPT OISCOUHT (+3 AMOUN7 pAID OATE NUMBER INTEREST/PEN PA2R C-> � 12-03-2012 CD016873 .00 32.d0 TOTAL TAX PAYMENT 32.60 BALANCE OF TAX DUE .00 . INTEREST ANU PEN. .00 TOTAL DUE .00 +� SF PAID APTER TH25 DATE, SEE RfVERSE FqR CALCULATTOH OF ADDITIOHAL TNTEREST. + IF Ttl7Al DUE IS REFLECTEb AS A •'CREDIT^ CCR), Yl1U MpY BE DUE A REFUHD. SEE REYERS6 SLBE �F TNZS FORM FOH ZNSTItUCT20N5. COMMONWEALTH OF PENNSVLVANIA FEV-1162 EX(11-96� �EPARTMENT OFqEVENUE � BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARFISBUFG,PA 1]128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 016873 HERWIG EDWARD E 805 MOUNTAIN VIEW ST HARRISBURG, PA 17112 ACN ASSESSMENT AMOUNT CONTROL NUMBER ------- ,o� --------- ------- 12164530 � 532.60 ESTATE INFORMATION: SSN: � FILE NUMBER: 2112-1257 � DECEDENT NAME: HERWIG SARAH C � DATE OFPAYMENT: 12/04/2012 I POSTMARK DATE: 1 2/03/201 2 I CouNTY: CUMBERLAND � DATE OF DEATH: 05/22/2012 I . I TOTAL AMOUNT PAID: $32.60 REMARKS: CHECK# 5360 INITIALS: HEA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER . _ . _ ...._ . ._ _- _. _ .__ _.._ REV-1500 EX Page 3 Fila Number .. deceden#'s Compiete Addirvess: DECEDENT'S NAME J��tr a �--C' ___f—��c`w_�i�C, --.. - - —--- --- __ — __ STREETADDRESS —�wi54..�--�oh,c._�1'r��°—i`?h �C'�' --- --- --- - - -_— -- GtTY —�-------.. ..---------'-----------.. —;-5TATE ---- � ZIP /-�. �s�S Y C�, t7l j 2. Tax Payments and Credits: j} 1. Tax Due(Page 2,Line 19) /�� h'GtG � (�l 2. Credits/Payments r / /.-�, A.Prior Payments .___._—. _._...—_.. /�� . !0 4r 6.Discoant — — —— --- rotai credi�s(A+g 7 (�) 3. Interesl {3) 4. If Line 2 is greater rtran Lirre 1 +Line 3,enter the difference. This is ihe 6VERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. if line 1 +�i�3 is greater than Line 2,enter the dif(ere�e.This is fhe TAX DUE. {5) Make check payable to: REGISTER OF WI�LS,AGENT. FLEASE ANSWER THE FOItOWING QUESTIONS BY PtACING AN "X" IN THE APPROPRIATE BLQC1t5 1. pid decedent make a transfer and: Yes No a. retain the use or income of the property ttansferred..................._._.................................._.............,................ ❑ � b. retain the right N designate wtro shali use ihe properi}r transferred or its i�arne ..........._......._...................... ❑ � c. retain a reversionary interest .............................................................................................................................. ❑ Q d. receive the promise for life of either paymenl�,benefits or c2re?...................................................................... ❑ Q 2. If death accurred after Dec.t21982,did decedent transFer property within one year of deatfir without reaeiving adequate consideration?.............................................................................................................. ❑ � 3. pid decedent own an"in Wst for"or payable-upon-death bank account or securiry at his or her death?.............. ❑ � 4. Did deceds�t oem an ir�dividual retiremeni acco�nt,annuity or other nan-probate property,which contains a beneficiary designa6on? ........................................................................................_.............................. ❑ �' {F THE ANSWER TQ ANY OF rHE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net velue of transfers to or for the use of the surviving spouse is 3 percant[72 P.S.§9116(a)(1.1)(i)]. For dates of death on oe after Jen. 1, 1995, the tar� rate imppsed an the net vaiue of fiansfers to or f�r the use of the survivirx� s�use is 0 percent [72 P.S.§9116(a)(1,1)(ii)].The statute does not exempt a transter to a surviving spouse from tax,and the slatutory requirements for disciosure of assets and filing a tax return are still applioable even if the surviving spouse is the only benefciary. For dates af death on or efter JNy 1,2600: . The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of e naturai parent,an adoptive parent or a stepparent of the child is 0 pernent[72 P,S.§9116(a)(1.2)]. • The t�x rate imposed or�the net value of transfers ta ar for the use of the decedent's iineai 6eneficiades is 4.5 p�srcent,except as not�in[72 P.S.§9118{a){1)]. . The kax rate imposed on the net value af transfers to or for the use of the decedenPs siblings is 12 percen#[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 Gre decedent,whether by blood or atloption. � W �� M `� � T� \\ V � � e^ P:f O W �- ow � q � � �U � a � `L a N y�F``G � L'�OS p �� ; C � L UJ � :�� ^.. r� c � �� 11N(1 ��`° $ .. . . .. � 4 ' :�� U h !— � �� n. �`} (_4 � `� ly i�__ �� t'� (_�Q f \ � rF U) �� J _J � � J _,L w -� `7' Q] c � �[ T ��' 'd_+ :i O = la1 l" "_' .. �., U � �J � - �. , - .� � � � LI m � � r q-5 - 13 ° c�h ImG�C�� ne� � � c� C � � J � C�d�-� rk�t ---t. , 'n �J ��.,�. � � -� � � � � I �� _ � �� . � � , � a� _ _ . _ . i , � � }'i , ? e C : Vi �;` � � p" .r� . .Z rt �� .�. � �` ` � 1 � ,..,. � �� ....� ,:., ___.. �l. _, � � . �r � � � i1; !� s c'v� I; � � � � � � � 4-, _ � � �r ._ s:, � a� _ � � � � p� _ '� o,^� � m C7 tf �3 - � � �' : ;._� �, �� Tn = c�C1, �-' ' ., � � c �p, r- � P.� y. � Rl � ,; l 0�3 _ 2 N .-+�.q C '. �* 'jy� . - r . — � G �� ' 1�:, � _*.� ';� = O C� � ._ 2 F.v, g. � �7 i.J i;l� �? . ;� � � � n <:ir ,:>% ('. Fµ i - n Cp '1 _ � � � f�' � ��I � � � � E � � i�. r � ._. ._ _.__ �_ _. —_ __ . ; ¢_ �....__ _•'-_ ._ _ _ 4� j"_ � ; a � 4 r z � L � `+.,�r � �L.' '�� ...:�: ;. . ry;. i� . 1 j b 4. � u: ", i b�. `i � � � + +w i -_ _ _ RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Receipt Date : 9/10/2013 Cumberland County - Register Of Wills Receipt Time : 10 : 01 : 01 One Courthouse Sc{uare Receipt No. : 1075507 Carlisle, PA 17613 HERWIG SARAH C Estate File No. : 2012-01257 Paid By Remarks : EDWARD F HERWIG DB1 - - - -- ------------------- Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 4969 $15 . 00 Total Received. . . . . . . . . $15 . 00 _ - _ __ _ _ _ --_ _ __ _._