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Home My WebLink About09-10-13 REV-1500 IX P2.11' x 1605610143 OFFICIAL USE PA Department of Revenue Pennsylvania on rhunIxs Bureau of Individual Taxes var FM PO BOX,280601 INHERITANCE TAX RETURN 2 1 12 00938 Harrisburg,PA 17128.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08 24 2012 09 21 1924 Decedent's Last Name Suffix Decedent's First Name Ml FIFE ROBERT (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 ❑ 1.Original Return 9 2. Supplemental Realm ❑ 3.Remainder Return(Data of Death Prior❑ 4. Limited Estate ❑ 41.Future i n^ t Cam norrise ❑ S. Federal Estate Tax Return Required (date C death Suer 12.12-82) ® S, Deceeerc Cod Tes ❑ 7. D�o-edem Mwh uda iyTUe 0 S. Total Number of Sofa Deposit Boxes pt (Aeash Co of WI) ( C4n d Tdywtl ❑ 9. Litigation Proceeds Reserved ❑ 10.Sbe�i�eon 12.31.1 and Credit -1.955) Death ❑ 11.(A�chnSchedule under 8113(A) CORRESPONDENT-THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G FREY 717c-243 583.8 z w C n t 7 Rt REGI9#E12UF WILLS:t�SE ONLY- r� I1 e 70 D l' l—+ ^ I r r First Line of Address T rn (� , 5 SOUTH HANOVER STREET -73 7 Second Line of Address q 7 V i11 y. DATE FILEOx M City or Post Office State ZIP Code CARLISLE PA 17013 Corespondent's e,rnail address: rfrey @freytiley.eom a is two,cumect and complete�OeclaMion of preparer a h r than the Personalrepreeseenntnt'N1 a schedules based on a0 statements.of vAic preparedhas any�k�edge.belief. SIGNATURE OF PERSON tai P .SIaLE FCR FILING RETURN DATE Jennifer Hissem j ADDRESS 161i'33 Court Street, Fairlawn,OH 44333 SiGNA CF PREP R REPR ATIVE DATE _ Robert G Frey ADDRESS Frey and Tiley 6 South Hanover Street, Carlisle, 17013 Side 9 1606610143 1606610143 1 1606610243 -•-•1 REV-1500 EX Decedent's Social Security Number Deed Myna" FIFE, ROBERT RECAPITULATION 1. Real Estate(Schedule A)........................................................................---.......... 1. 2. Stocks and Bonds(Schedule B)....................................................................---.... 2. 705 . 32 3. Closely Held Corporation,Partnership or Sole-Propdetorship(Schedule C).......... 3. 4. Mortgages 8 Notes Receivable(Schedule D)...................... ................................ 4. S. Cash,Bank Deposits 8 Miscellaneous Personal Property(Schedule E)................ 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7, Inter-lrrvos Transfers 8 Miscellaneous Nan-Probate Property (Schedule G) ❑ Separate Billing Requested,............ 7• 8, Total Gross Assets(total Lines i through 7).......................................................... 8. 705 . 32 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. % 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 0 . 00 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 705 . 32 13. Charitable and Governmental Sequests/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. 705 . 32 TAX COMPUTATION-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.00 15. 16. Amount of Une 14 taxable at lineal rate X .045 352 . 66 1s. 15 . 87 17. Amount of Une l41 able at sibling rate X .12 352 . 66 17. 42 . 32 18. Amount of Line 14 taxable at collateral rate X 15 18. 19. TAX DUE...........................................................................................--.................. 19. 58 . 19 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 1606610243 1606610243 REV4500 EX Page 3 File Number 21 - 12 - 00938 Decedent's Complete Address: DECEDENTS NAME Fife, Robert STREETADDRESS 442 Walnut Bottom Road CITY STATE ZIP S Carlisle PA � 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 68.19 2. CrediWPayments A, Prior Payments B. Discount Total Credits(A +B) (2) 0.00 1 Interest (3) 0.38 4. If Line 2 is greaterthan 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 greater than Line 2,enter the difference. This is the TAX DUE. (5) 68.67 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS I. 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;............... c. retain a reversionary interest;or.................................................................................................................. x d. receive the promise for life of either payments,benefits or pre?..........................-.........-....................... I x 2. It death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................,................. ❑ E)�-; 3. Did decedent own an'in trust for' or payable upon death bank account or security at his or her death?......... ❑ LI 4. Old decedent own an Individual retirement account,annuity,or other non-probate property which I-1 contains a beneficiary designation?..................................................................................................................... . Q ❑ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE ITAS 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 value of transfers to or for the use of the surviving spouse is 3 percent 172 RS.§9116(a)(1.1)(1)1. For dates 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 percent [72 P.S.§9116(a)(1.1)(il)). 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 re urn 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 21 years of age or younger at death 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 [72 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.59116(a)(1.3)1. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1903 EX+(S98) SCHEDULE B „arAE9tt�N,U STOCKS & BONDS xnEPRNiOE TAX PEIURN AE:]DHlf pECEOEM ESTATE OF Fife, Robert FILE NUMBER 21 - 12-00938 All propertyjointly�owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 Northeast Utilities 37.825 705.32 TOTAL(Also enter on line 2, Recapitulation) 706.32 s NU Historical Prices I Northeast Utilities Common Stec Stock-Yahoo!Finance 8)5113 9:42 AM HOME INVESTING NEYl9 PERSONAL er FINANCE MY PORTFOLIOS EXCLUSnlES Eth Symbol Lx.., Men,Aug S.2013.9:42AM EDT-US Markets close in 6 hrs and 18 minx Dow&0.34%Nasdaq 10.11% to Mail News Sports Finance Weather Games Groups Answers Flickr More Scorch.Fll�ar ee Sex:cl;t;'cU Sign In Mail x44/� A A t .4'0 10.28 9:42AM EDT-Nasdaq Real Time Price Historical Prices Got HtswrlcalPdcosfor: rvLL_�f(60 Sot Date Range U.'Daily Sfan Data: I Aug :I L2� y'012 E9 Jan 1,2010 OWeekly End Date: CAUg ,,I ,24J I20r 12 {JMOnmly ODividends Only I Get Prices J First i Previous I Next I Last Prices Date Open High Low Close Volume Adl Close' Aug 24,2012 37.66 38.02 37.63 37.97 830,600 36.64 Close prim adjusted for dividends and splits. First I Previous I Next I Last r"100wnload to Spreadsheet Currency In USD. Unbox your mail. The new Yahoo!Mail tablet app is here. hitp:/!finance.yahoo.com/q/hp7 saNU&a.07&b-24&c.2o12&d-07&e-24&f-2012&g-d Page 1 of 2