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Home My WebLink About10-04-13 (2) � 1505611185 RE,/-1500 EX(02-11)(FI) PA Department of Revenua QFFICIAL USE ONLY Bureau ot Individual Taxes County Code Year File Number Po sox zsoso� INHERITANCE TAX RETURN 21 13 0 D 3 81 Harrisbur9,PA 17128-0601 RESIDENT QECEDENT ENTER DECEDENT INFORMATION BELOW SOCiai Security Number Date of Death MMDDYYYY Date of Birth MMDDYYY1r 09172012 02241923 Decedent's Last Name Suffix Decedent's First Name M i PENWELL RICHARD F (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M I Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW � 1. Original Return � 2. Supplementat Return � 3. Remainder Return(Oate of Death Prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Qied Testate ❑ 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of T�ust.) ❑ 8. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(Date of Death ❑ 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule Oj CORRESPONpENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONCENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Numb�= � Cy �....; :� SCOTT C• PENWELL, ESQUIRE 71?—��5731�, � � RQB� QFjkVILL!'dSE ONQY� �--i �7' �,,. � �.�„.� �-f� �, .�M � --� �� C� First Line of Address � � % C� � �7 � � '�7 "s.'q '�`t RHOADS & SINON LLP � �' �� F'� �` � �°.� �� c� � Second Line of Address � ,',r„�� r'V � m P0 80X 1146 �"' c� � �'' City or Post Office State ZIP Gode DATE FlLED HARRISBURG PA 17108 " CorrespondenYs e-mail address: Unde�penalti�s of perjury,I declare that I have examir�ed this retum,inGudinp accompanying schedules and statemonts,and to the best of my knowledqe and belid, it is true,coR�ect and lete.Declarn on reparer other than the personal representative is based on all information of which ppeparer has any kno�wiedpe. R R FILIN RETURN DATE ADDRESS RHOADS & SINON, LLP, P•0• BOX 1146 HARRISBURG, PA 171�8 SIGNATURE UF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505611185 1505611185 .�.,..� ' � OM4647 3.000 � 1505611285 REV 1500 EX(FI) Decedent's Social Security Number QecedenYsName: PENWELL RICHARD F RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . • . . . . . . • . • . . . . • • • • • �. �•[]0 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . . . . . . . . . . 2, Q•Q Q 3. Closely Held Co�poration,Partnership o�Sole-Proprietorship(Schedule C), , , , , 3. (]•0(] 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. 0 0 0 . 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , . 5. 5 9,?6 8•�1 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g, 0•�0 7. inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . 7. 0•0 0 a. Total aross Assets(tatai Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8_ 5 9,?6 8•?1 9. Funerai Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . 9. 416•2 8 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule i) , , , , , , , , , �p. 0•0� �1. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , ��. 416•2 8 �2. Net Value of Estate(Line 8 minus Line 11� , , , , , , , , , , , , , , , , , , , �2. 5 9,3 5 2• 4 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13. 0•�(] 14. Net Value Subject to Tau(Line 12 minus Line 13) , , , , . . 14. 5 9,3 5 2• 4 3 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 tax�able at the spousal tax rate,or transfers un er Sec.9116 (a)(1.2)X.0 � •�� 15. 0•0� 16. Amount of Line 14 xable at�inea�ratex.o4� 59,352• 43 �s. 2,670•86 17. Amount of Line 14 taxable at sibling rate X.12 �•�� 17. 0•0 0 18. Amount of Line 14 taxable at collateral rate X.15 0•0 0 18. 0•�� 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �s. 2,6?0•8 6 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 15056�1285 1505611285 J OM4848 3.000 REV-1500 EX(FI) Page 3 Flle Number Decedent's Com lete Address: 21 13 0 0 3 81 DECEDENT�NAME SIREET ADDRESS CI'TY STATE ZIP Tax Payments and Credits: 1. Tex Due(Page 2,Line 19) (1) 2�6?�•8 6 2. Credits/Ps�yments A.Prior Payments 0•�� B. Discount �•0 0 Total Credits(A+B) (2) �•0� 3. interest (3) 0•0� 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2�Llne 20 to request a refund. (4) Q•�0 5. if Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5� 2,b.7�•8 6 � � Make check payable to: REGISTER OF WILLS, AGENT. , � �� _ , .. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRWTE BLOGKS 1. Did decedent make a transfer and: Yes No a retain the use or income of the property transferred . . . . . . . . . . . • • . • • . • • • • • • • � b. retain the right to designate who shall use the property transferred or its income . . . . . . . . . . c. retaln a reve�sionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments,bene�its or care? . . . . . . . . . . . . . . . . . . 2. if death occurred after Dec. 12, 1982,did decedent transfer property within one year of death . � � without receiving adequate consideration? . . • . . . . . . . • • • • • • • • • • • • • • • • • • • 3. Did decedent awn an"in trust for"or payable-upon-death bank account or security at his o�her�ath? . ❑ � 4. Did decedent own an individual retirement account,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 F�E IT AS PART OF THE RETURN. . �" . .. �, .'i��.�. ' 'yyrt 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 spcwse is 3 percent�72 P.S.§9116(a)(1.1)(i)j. Far 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 percent [72 P.S.§9116 (a)(1.1)(ii)J.The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requi�ements for disclosure of assets and filing a tax retum are stiil applicable even if the surviving spouse is the only beneficiary. For dat�of death on or after July 1,2000: • The tax rate imposed on the net value of transfe�s from a deceased child 21 ysars of age or younger at death to or for the use of a natural parent, an adoptive parent or a atepparent of the child is 0 percent(72 P.S.g9116(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,e�acept as noted in(72 P.S.�9116(a)(1)]. • The tax�ate 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 9102,as an individual who has at least one parent in common with the decedent,wMether by blood or adoption. OM4871 2.000 REV-1508 EXt(pg.1Z) pennsylvania SCHEDULE E DEPARTA�NTOF REVENUE CASH, BANK DEPOSITS�MISC. �c��RN pERSONAL PROPERTY ESTATE OF: FILE NUMBER: Richard F. Penwell 21 13 OQ381 Inciude the proceeds of litigation�d the date the proceeds were recei�ned by the estate. All ro e ointl owned v+rith ri ht of survivorshi must be disciosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Susquehanna Bank Checking Acct. No. 107037106 59,768.71 TOTAL(Also enter on line 5,Recapitulation) i 59,768.71 2W48AD 2.000 If more space is needed,use additional sheets at paper of the same size. REV-1511 EX+(10-08) penn$ylvania SCHEDULE H DEPART1uENTOF RE'VENUE FUNERAL EXPENSES AND NqiERITANCETAXRETURN ADMINISTR.ATIVE C4STS itESIDEM DECE�ENT ESTATE OF FILE NUAABER Richard ,�_ enwell 21 13 00381 Decedent'a debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: �, None B. ADMINISTRATIVE COSTS: 1. Personal Representatnre Commissions: Name(s)of Personal Representative(s) Scott C. Penwell Street Address 400 Bear Drive City Enola State PA ZIP 17025 Year(s)Commisslon Paid: 2. Attorney Fees: 211.6 6 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 2 0 3.5 0 5. Accountant Fees: 6. Tax Retum Preparer Fees: 7. 1 Rhoads & 3inon LLP Postage Expensea 1.12 TOTAI Also enter on Line 9,Reca itulation) S 416.2 8 ewas��2.00o If more space is needed,use additionai sheets of paper of the same size. REV-1512EX+(12-12) SCHEDULE I pennsylvania DEPARIIUENTOF REVENUE DEBTS OF DECEDENT, INHEWTANCETAXRETURN MORTGAGE LIABILITIES& LIENS FtESIDENT DECEDENT ESTATE OF FILE NUMBER Richard F. Penwell 21 13 00381 Report debts i�aurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �• Non� TOTAL(Also enter on Line 10,Recapitulation) S 0.00 2W48AH 2.000 if more space is needed,insert additional sheets of the same size. REV-1513 EX+{01-10) SCHEDULE J pennsylvania DEPAR't1uENTOF REVENUE BENEFICIARI ES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ' ha d F. P well 1 1 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)REGEMNG PROPER'TY Do Not List Trustee(s) OF ESTATE I 7AXABLE DISTRIBUTIONS[InGude outright spousel distributions and transfers under Sec.9116(a)(1.2).] �. Seott C. Penwell 400 Bear Dri.ve Enola, PA 17025 Al1 of Residue: 59,352.43 Son 59,352.43 ENTER DOLI.AR AMOUM'S FOR DISTRtBUTiONS SHOWN ABOVE ON LII�S 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON�TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARffABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 0.00 9W/6AI 2.000 if more space is needed,use additionat sheets of paper of the same size.