HomeMy WebLinkAbout10-16-13 (2) � 15fl561�105
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R�v-i soo OFFICIAt,USE ONLY
PA DepaAment of Nevenue A�YI�aMe
@ureau af IndlNduat Ta�s ""`�""` Cowh C�e Year. Flle Nwnber
INNER{TANCE TAX RETURN
��X=�� a� �3 : o���
Harrislwry,PA i7328o6oi RESIDENT DEGEDENT ��.
ENTER DECEDENTINfORMA7`IpH BELOW '�,
SoCisl ueCUtlty PlUmbef OHtE of Deedt MM6DYVYY Date of 8irth MMDDYVVY '
01/05/2013 q31131192$
DecedenPs�Last Namo� �� �SufAx DecedenYs First Name ��� MI
Zinn R�man J :
(If Applioablaj Enter Survlving Spouse's InCortnatfon Belpw � ��
Spouse's Last Name Suffix Spouse's First Name MI
5pouse's Social Security Number .. . .... ...... . � .... .. .. . ...... .. .... . .
, THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
. REGISTER OF W1LL5
FILL IN APPROPRIA7E OVALS BELOW
f� 1.pnginal ReWm O 2.Supplementel Return p 3. Remaioder Retum(Date of Daslh
Prforto 12-13-$2)
p A.�imfted Estaie p Aa.Fuh7re 3nterest Compromise{dste of O 5. Fetlerai Estate Tax Refium Required
death sfter 12-72-82)
� 8. Decedent Died 7estate CJ 7.Decetlent Maintained a Living Trust 0 8. Tptal Number bf Safe Deposk 6oxes
(Attach Copy of Will) {qt(ach Copy of Tmst.)
O 9,lNigalian Prt�,aetls Receivad p 16.Spouaet Poverty Cre�t{Date of Deaih O 11. Eiection to Tax�uuiar Sec.9113{A}
8elwea�12-31-St and t-t-95) (Attach Schedule 4)
CORRESPONDENT- THIS SECTION MU9T BE COMPLETED.ALL C4RRESPOrN.IENCE AND CONflDENT1Al TAX INFOIUMTWN SXOUID 9E DIRECTED T0:
Name Daytime Teiephons Number �..��;
__.. . . . . . . .. ._... O c�.� � TTt
John L. Senft, Es uire c �'�` �
4 n ,- � c� �
�� . ..... ......... ......... .. ....._ .. ..._.. ..3", --i . ..f ,.__ _- .:s7
R8018 E, R�t�— U�SE ONLY .... �-�y
a t'et
s`-` �;... i.._.. �' s�3
C"
First Line af Address +��' " ` `"�''
._. _._. ..__ ..... .._. . ........ . _. . . ... -.' " - �,:.. ...„�.� „ '�'I
Senft law Firm LLC ` ' ' ...3 �"'
�: '
`= r�
s�«;d i�oraadre� �-° r•rq
. .. . . . . ... . ....... ...... ......... ........ '" ' -. � rv ' Cr
105 Leader Heights Rd � � ' � ' -n
City or Post Office ...... . . .. ... .. . State ZIP Code E FN.ED
York PA 17403 _
corr..pa`asnr:e�ttMN aaar.ss:Lf�ad�fJaw.COm
Under penaHlee d parjury,I tleclere Ma4 f have ezaminetl Mis retum,Iticludirg au.qmpenying scMMWes enE atxtements,atKt W tha best M my krovAedge and belief,
it is we,canecl erW canplete.Dederetbn of peperar oCix Men tha personel repreeentetiva le baeed on all InFamatlon ot which preperer hae any kiqwletlga.
SIG E Of PER90N 5 3 F LE FOR F�.1 ENRN DATE
,.;.,.� _ E — - � �:.,� 1 e, r e� l3
� s
27 Woodmyre Lane, Enola, PA 1 025
SIGNA7URE OF PREPAItER OTHER THAN REPRESENTATIVE DRTE
ADDRESS
a��ae uaE aua�eu�FonM ox�r
Side 1
L 150561�Y06 15d561�1Q5 J
��1
1 ZSQ561�205
r��
REV-1500 E}({Ft} pg���yyg gp�e�Security N�mber
oeceaeors Nams: Ramon J.Zinn
aec�wtvunon
1. Reai Esiate(Schedule A}. ............................... ............. t .
2. Stocks and 9onds(Schedule B) ........_............................. 2. ...��,...'.,. 3,$$8.00 ,........''.�-.
3. Ciosely Heid Carporetion,Partnership or Soie-ProprieWrship(Schstlule C) ..... 3. ��.. � �
4. Morlgeges a�d Notes ReceivaEle(Schedule D).... ....................... 4. 112,788•00
...._._._ . . .___... ......... .__...._ . . ..
5. Cash,Bank peposiis and Misceilaneous Personat Property(Schedule E}....... 5. �'i 88,715.00 !
6. JWntly Owned Properry{Schedule F) O Separate BHling Requested ....,.. 6. ' �.....''......
.... ..___.. ._--._. . ... ..... ..._._
7. Intet-Ywas Transfers 8 M}sceHaneous NOn-Pro6ete PropaAy
(Sahedufa G} O Separsta BIIOng Requested........ 7. -
8. Tohl Grwa Asssts{wtal Unes 1 throu9h 7)..... ... .. ...... ......... 8. _.._. ._ ,,..._. . ... .185,447.00 ��.'��.
9. FUnerai Expenaes and AdmiMStraNr,e Casts(Schadule H}_................. 9. ,,: 17,$4(I.00 ��,.''..,..
�o. qeb�s or�ecedenc,Mor�gage uaeuiues and�iena(ScnedNe q.... .......... . �o. 89.00
....._....
71. TMai MduetMt�a{totai lines 9 and't0y ._........._ ........ ...... 11. 17,$2�.00 �..-
,,.. ...._ . .....,.. ....... �.
12. Net Value of E4fate(line 8 minus Line it) .. ..... ..................... .. 12. .. 167,515.00 .........
13. Ch�titsbte e[d fiovernment�Be9uesCstSec 9113 Trusts far Whbh �-.._ ._.......__-- _._.....___- , �
an elecibn to tax has not been made(SchedNe J} ........................ 53.� �
74. Nst Valw SubJaet to Tax(�-ine 12 minus Line 13) ........................ 14. .'..... 187,618.00 ��....''.........
TAX GAiCUUiTiON-SEE INSTRtlCTIONS FINf APPUCABtE RATfS
15. Arrrount M Line 14 taxabie
et the spousat taz rate,or
trensfers urMer Sec.9N8 . ........ . ......... . . ,, .... ... . . .. . . .
{a}(12)X.O� � . 15.
76. Art�ount ot Line 44 faxabie _ __..,...,.�_ _..�,. ...,..�.�.. e._._ . .. ,.._v.,... .,.v_- ,.,,...._.w„ .
et lineal rate X.0 4�` 167,518.OQ is. I 7,53$.00 ''
�7. AmountofLine74faxable : ...... . . ... .... ..... ._ .._... ... . . _.�.w_... ._ ... .. . . _. . ....
at sibNng rate X.12 � S7. �
._._..,�...._............ .............___...._.._.., ..u...._._ ...,,._.._.
78_ Amount af L7ne S4 taxebie �. - '..�_m� � �
et cWlateral rats X.75 ��. ��� 18. ' �'.
......... �. .._�. ......__.__ .
ts. 7A7c Due.. .. _......................._........_.............. t8. , �,$38.40 :
20. FI�L#N THE pVAI 4F YqU ARE REqOESTING A REP!!ND OF AN OVERPAYMENT O
Side 2
� 15�56Z�2D5 15�56102ti5 J
� 1505610205
REV-1500 EX(FI) DecedenCs Sodal Security Number
�eceaenrs Neme: Ramon J. Zinn
RECAPRULATION
1. Real Estate(Schedule A). . ... ............ ..... ... ... .. ..... ........ .. 1. �
2. Stocks and Bonds(Schedule B) ............ ..... ... .......... ......... 2. '.... 3,886.00
.�,._._... .... . ..._._...__....
3. Closely Held Corporatbn,Partnership or Sole-Proprietorship(Schedule C) ... .. 3. 112,786.00\
.._ _ .___... ._.... �
4. Mortgages and Notes Recefvable(Schedule D). ... ..... ..... ............ . 4. �
5. Cash,Bank Deposits and Miscal�aneous Personal PropeAy(Schedule E)....... S �. 68,775.00
6. Joindy Owned Property(Schedule F) O Separete Billing Requested ....... 6. �'� �
7. Inter-Vivos Transfers&Miscellaneous Non-Probete Property � � �� � �� � � '��..
(Schedule G) O Separate BIINng Requested.. ...... 7. '��..
8. Totel Gross Asssts(Mlal Lines 1 through 7)................. .... ... ... .. 8. . ....��� . . ...... 185,447.00 '.
9. Furreral Expenses and Administretive Costs(Schedule H)...... � 17,840.00 ��
. ..... ..... .. 9. ��.
10. Debts of Decedent, Mortgage Liebilities and Liens(Schedule 1)........... .... 10. �I 89.00 '��.
. .._.. ..__ ..._... . .....,
71. TMaI Dsductlons(totel Lines 9 and 10) .......... ........ .. .. ... .. 1t . 17,929.00 ��.
. _._.__.. . ._._.._.......
12. Nst Valw of Estate(Line 8 minus Line 11) ... ..... ............. ........ . 12. ���''�, 167,518.00 �,.
13. CharqaWeandGovemmentelBequestslSec9113Trustsforwhich `�� ���� ��� �"���� ������ � ���,.
an election to tax has not been made(Schedule J) ...... ....... ... ........ 13. ' '���..
�. . . .. .. .._. ._.... .._i
14. N�t Valw SubJ�ct W Tax(Line 12 minus Line 13) ...................... .. 14. . 767,618.00 '�.
TAl(CALCULATION-9EE INBTRUCTION3 FOR APPLICABLE RATES
15. Amount of Line 14 taxaWe
at the spousal Wx rale,or
frensters under Sec.9116 ; � . . . . . .... . . '..,.
�a)�12)X A_ i '�. 15.. '.
16. Amount of Line 14laxable .. . .. .. ..... . ...... ' . .. . . .......... .. ..... .. ....
at linea�rete X.0 45 187,518.00 �6. 7,538.00 '
__ . _
17. Amounl of Line 14 taxable , ��
at sibling rate X.12 �'��. 1 Z '.
...._..............___. ...... . _ ...._.._, . . . .��. .....__..... .._.. ......_._......
18. Amounl of Line 14 taxaWe . '�. .
at collateral rate X.15 '. 18. '�. '�.
79. TAX DUE .. ... . ... .. _ _. .. ._....... 19.... . .... .. .__7�538.00 ',.
20. FILL IN THE OVAL IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT O
Side 2
L 1505610205 1505610205 �
REV-1500 EX(FI) Page 3 FIN Number
Decedent's Compkte Address:
DECEDENTSNAME
Ramon J. Zinn
STREETADDRESS
27 Woodmyre Lane
��Ty STATE ZIP
Enola Pa 17025
Tax Payments and Credits:
1. Tar Due(Page 2,Line 19) (1) 7,538.00
2. CredAs�Paymenls
A.Prior Payments
B.Discount
Total Credits(A+g) (p) 0.00
3. Interest
(3) 3.00
4. If Line 2 is greabr than Line 1+�ne 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Psge 2,LI�20 to roquest a retund. (4)
5. If Line 1 +Line 3 is greater than Line 2,enter tAe difference.This is ihe TAX DUE. (5) 7,541.00
Make check payable to: REGISTER OF WILLS,AGENT.
,;,;�
4.:. . .._. _ . _ . ,., . .. , f
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent maka a Vanster and: Yes No
a. retain the usa or inwme of the property trensferred.......................................................................................... ❑ �
b. retain the rigM lo designate who shaN use the property trensferred or its income ............................................ ❑ �
c. retain a reversionary interest.............................................................................................................................. ❑ �
d. receive the pranise for life of either payments,benefits or care?...................................................................... ❑ �
2. If deaM occurred afler Dec.12,1982,did decedent trensfer prope�ty within one year of death
without receiving adequate consideretion4.............................................................................................................. ❑ �
3. Did decedent own an'in trust for'or payable-upon-0eath bank accounf or secunty at his or her death7.............. ❑ �
4. Did decedent own an individual retirement account,annuity w other rw�rprobate property,which
cantains a beneficiary designatbn? ........................................................................................................................ ❑ ❑
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST CWAPLETE SCHEDULE G AND fILE IT AS PART OF THE RETURN.
�� w� . r
For dates of death on or aiter July 1,1994,and before Jan.1, 1995,the taz rate imposed on the net value of transfers to or for the use of the suNiving spouse
is 3 percenl[!2 P.S.§9116(e)(1.1)(ill•
For dates af death on or after Jan. t, 1995, the tax rate imposed on the net value of Vansters to or for the use of the survNing spouse is 0 percent
[J2 P.S.§9116(a)(1.1)(ii)].The slatute does not exempt a transfer lo a surviving s�use from tax,and the shatutory requirements for disclosure of assets and
filing a tax retum are stlll applicable even i(fhe surviving spouse is the only beneficiary.
For dates M death on or after July t,2000:
. The taz rate imposed on the net value of hansiers from a deceased chikl 21 years of age or younger at death to or for the use of a netural parent,an
adoptive parent or a stepparent of the chiid is 0 percent[/2 P.S.§9116(a)�12)].
• The fax ra�imposed on the net value of trensfers to or for ihe use of ihe decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
. The qz rete imposed on the net value of transfers lo or for the use of the decedenPs sibCngs is 12 percent[l2 P.S.§9116(a��1.3)].A sibling is defined,
under Secdon 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-�50�E%t(Baa)
�pennsylvania SCNtOYLE B
DEPRPTMENTOFNEVENUE
INHERI7ANCETAXREfURN STOCKS & BONDS
RESIDENTDECEOENT
ESTATE OF FILE NUMBER
Ramon J.Zinn 2013-00289
All properly joiMly owned wkh riqM of survlvonhip must be dbclasd on SchWula F.
IfEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1' 43 Shares Prudential Financial 2,430.00
Z Equily Interest,Lee County Electric Cooperative 1,436.00
TOTAL(Also enter on Line 2, Recapitulation) ; 3,868.00
If more space Is needed,ireert addRional sheets of Me same size
�.. . . . . . . . .. . . . ... . . . . ..._ . _. .. _---- . .
REV-1507 EX+ (04-13)
�pennsylvania 5���� �
OEPAflTMENTOFNEVENIIE MORTGAGES 8� NOTES
INHE0.RANCE TA%0.EN0.N RECEIVABLE
RESIDENT DECEDENT
ESTATE OP FILE NUMBER
Ramon J.Zinn 2013-00289
All prop�rly Jolntly owiretl with right of survivonhlp mu�t M discloeetl on SchetluN F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
� Note Receivable-Linda Ilgenhih I 112,786.00
I
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I
TOTAL(Also en�r on Line 4,Recapitulation) S ��z��86•00
(M more spece is�eded,inseit eddHbnel eheets of tha seme size.)
REV-�5o8 EX+(o8-u)
�pennsylvania SCN�pULE E
PEPAP7MENTOFREVENUE CASH� BANK DEPOSITS � MISC.
INHERRFNCETA%RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OP: FILE NUMBER:
Ramon J. Zinn 2013-00289
Include the proceeds of IlGgation a�Me date the proceeds were received by the estate.
All prop�rty jolMly ownad witl�rlpht of wrvlwnhip mwt be di�eb�ad on Scheduk F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. WNIs Fargo Account No.3041 28,418.00
2, WeNs Fargo Account No.9139 25,087.00
3, Wells Fargo Account No.6729 6,761.00
q. Wells Fargo Account No.5202 3,280.00
5, Cumberland Counry-reimbursement of nursing home expenses 6,865.00
g. Caremark 10.00
7, American Water 23.00
g, Wells Fargo 247.00
g, Allsfate 84.00
TOTAL(Aiso enter on Line 5, Recapitulation) ; 68,775.00
[f more space is needed,use additlonal sheets of paper of Me same size.
REV-I511 E%+ (08-13)
� pennsylvania SCHEDULE H
�EPARTMENTOFREVENUE FUNERAL EXPENSES AND
INHERITANCETPXREfURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ramon J. Zinn 2013-00289
Decedent'e debts must be roported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMiNISTRATIVE COS?S:
i. Personal Representative Commissions: 8,500.00
Name(s)of Peroonal Representative(s) LIndB Ilgenfrltz
Street Address 27 Woodmyre Lane
Ciry Enola s�a[e PA Z�p 17025
Year(s)Commission Paid: 2013 __,
2• Attorney Fees:
8,950.00
3. Pamily Exemptlon: (If decedent's address is not the same as claimant's,attach explanation.J .
Claimant
Street Address
City SWte ZIP
Relatbnship of Clalmant ta Decedent
4. Probate Fees: 390.00
5. Accountant Fees:
6. Tax Retum Preparer Fees:
7.
TOTAL(Also enter on Line 9, Rewpitulation) ; 17,840.00
If more space is needed,use addi[lonal sheets of paper of the same size.
REV-1512 EX+ (1b12)
�pennsytvania SCHEDULE I
DEPAflTMEMOFNEVENUE DEBTS OF DECEDENT,
INHERRANCETA%0.ENRN MORTGAGE LIABILITIES & LIENS
RESIDEM DELEDENT
ESTATE OF FILE NUMBER
Ramon J.Zinn 2013-00289
Repor!dabb incurred by the decedent prbr to daalh Mat remeined unpald a!the data of death,Indudinp unrolmbunad madksl azpan�aa.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1• AlertPharmacy 49.00
2. Wells Fargo 40.00
TOTAL(Also enter on Line S0, Rewpltulatlon) ; 89.00
If more spatt is needed,insert additlonal sheets of the same size.
REV-1513 E%+(01-10) .
�pennsytvania SCHEDULE ]
DEPAflTMENT OF PEVENUE
INHERRANCE TAX RENRN BENEFICIARIES
RESIOENT DKEDEIR
ESTATE OF: FILE NUMBER:
Ramon J.Zinn 2013-00289
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADORE55 OF PERSON(S)RECENING PROPERT' Do Na!Llrt Trwtaa(e) OF ESTATE
I TAXABLE DtS71tiBUT10NS[Include outright spouul dis[rlbu[lans and transfers under
Sec.9116(a)(1.2).j
1. Linda Ilgenfrih daughter 25%
2. Harry M.Houdeshell stepson 25%
3. Ralph Derc ffiepson 25%
4. William F.Houdeshell stepson 25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTfONS SHOWN ABOVE ON LINES IS THROUGH IB OF REV-1500 COVER SHEEf,AS APPAOPRIATE.
I1 NON-T0.XABLE DISTRIOUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX[S NOT TAKEN:
1.
8. CNARRABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABIE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. �
If more space is needed,use additional sheets of paper of Me same size.