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Home My WebLink About10-18-13 � a�_�� 1505610143 REV-1500 OFFICIAL USE ONLY PA Departmer�t of Revenue pennsylvania �o„Mycod� Year Flb Number Bureau of Individuai Taxes o�,�rn�earoFR�ue PO BOX.280601 INHERITANCE TAX RETURN 21 12 0 014 7 Harrisburg,PA �7�28-060� RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 11 21 2011 09 30 1923 Decedent's Last Name Suffix Decedent's First Name MI S EARS LE ON I DA B (if Appikable)Er�ter 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 Retum ❑ 2. Supplemental Retum � 3,Remainder Retum(Date of Death Priorto 12-13-82) � 4. Lim�ed Estate ❑ 4a.F�"�I^��^�"� � 5. Federal Estate Tax Retum Required (da�e d death after 12-12�82) � g, Dece�lent Died Te�abe � �. ��ent Maintained a Living Tnist � 8. Total Number of Safe Deposit Boxes (AQach Copy of Wi� ( �PY af Tn�) � 9. L�igation Proceeds Received ❑ 10.Spousal Poveriy Credit(Date of Death � ��,Eledion to tax under Sec.9113(A) betvMeen 12-31-81 and 1-1-95� (Attach Sc�edule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENI'IAL TAX INFORMATIOI�C�.iOULD BF�IRECTED TO: Name Day�e Telephone"..alisnb� t�t ROBERT G FREY 71"� �43 ��3� ,r,��, c.:� , .�� R�IS��QF VV�S U�C�.Y A i '^� ^ ��.�,1 . . . �vy, �.�= �'r Q � First Line ot A�ddress �::-,s ,,., � -� -r� -�r� �,T. + .^, ...:.� `� „�� 5 SOUTH HANOVER STREE T 4 � �� - 'n ° � `,;�:"d fV t"""' C7'1 Second Line of Address � � N � � tV DATE FILED City or Post Off�ce State ZIp Code CARLISLE PA 17013 coRespondent�s e-maii add�ess: rf re y a�i re y t i i e y.c o m U�Ities of perjury.I dedare that 1 f�nr��camined this retum,includ'mg accompanying schedu�s and statiemerrts,and to the best of my kno�nAsdge and belief, . it is trus,coRect and�complete. �preparer o�her than the pe�sonal repre�entatnre is based on aR i�oRnation d which preparer has any knoNAedge. G OF P6ZSON E FILtNG RETURN DATE � Sharon Passeri b �' �'j / 61 West Oakwood Drive,Cariisle, PA 17013 SIG i�OF ER HAN NTATIVE ATE �� Robert G Frey d� 20! A ESS Froy and Tilay 6 South Hanovsr Street,Carl e, PA 17013 � . � Side 1 � 160b610143 1505610143 J � 1506610243 . � R EV-1500 EX Decedent's Soaal Security Number o�SN��: SEARS, LEONIDA B RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocics and Bonds(Schedule B)...................................:.......................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages 8 Notes Receivable(Schedule D).......................................................... 4. 5. Cash,Bank Depossitss&Miscellaneous Personai P�operty(Schedule E):............... 5. 2 r 0 5 1�. 8 1 6. Jointly Owned Property(Schedule F) ❑ Separate&Iling Requested............. 6. 7. inter-Vvos Transfers&Miscellaneous Non-Probate Property {Schedule G) ❑ Separate Biiling Requested............. 7. 8. Total Gross Assets(total Lines 1 through�.......................................................... 8. 2 , 0 5 1 . 8 1 9. Funeral Expenses and Administrative Costs(Schedule H)............. ........................ s. 15 8 . 0 0 10. Debts of Decedent Mort a �abilities and Liens Schedule I 10. 5 9 2 . 0 9 , 9 9e ( )............................ 11. Total Deductions(total Lines 9 and 10)................................................................. 11. 7 5 0 . 0 9 12. Net Value of Esta�e(Line 8 minus Line 11)............................................................ 12. 1 , 3 O 1 . 7 2 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an eledion to tax has not been made(Schedule J)................................................. 13. 14. Nat Valus S�ject to Tax{Line 12 minus Line 13)................................................. 14. 1 , 3 0 1 . 7 2 TAX CON�UTA710N-SEE INSTRUCTIONS FOR APPLICABLE RATES ' - 15. Amount of Une 14 tauable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 15. 16. Amount of Line 14 taxable at�inea�rate x •o� 1 , 3 O 1 . 7 2 �s. 5 8 . 5 8 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. AmoLM ot Line 14 taxable at collateral rate X .15 �$' 19. TAX DUE................................................................................................................... 19. 5 8 . 5 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 150b610243 J REV-1500 EX Page 3 File Number 21 - 12 - 00147 Decedent's Compiete Address: Sears, Leonida B STREET ADDRESS 1 Lonysdorf Way cin STATE ziP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,line 19) (1) 5 8.5 8 2. Credits/Paymerrts A. Prior Payments B. Discount Total Credits(A +g) (2) 0.O 0 3. Interest (3) 2.0 3 4. If Une 2 is greater than Line 1 +Line 3,er�ter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Une 20 to request a refund 5. If line 1 +Une 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) s�.s� Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE Ft�LLOWING QUESTIONS BY PLACING AN"X" IN THE APPROPRIATE BLOCKS 1. Did cfecedent make a transfer and: Yes No a. retain the use or income of the properiy transfeRed:.................................................................................. x b. retain the right to designate who shall use the property transferred or its income:.................................... x c. retain a reversionary interest;or.................................................................................................................. x d. receive the promise for life of either payments,benefds vr care?.............................................................. x 2. If death occurred after Dec. 12, 1982, did decede� transfer property within one year of death without receiving adequate consideration?.................................... ❑ Q ................................................................................... 3. Did decedent own an"in trust for or payable upon death bank account or security at his or her death?......... � Qx 4. Did decedent own an individual retirement account,annuity,or other non-probate property which containsa beneficiary designation?...................................................................................................................... ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTiONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FH.E IT AS PART OF THE RETURN. For dates of death on or after Jul 1,1994 and befoT+e Jan.1,1995,the tax rate imposed on the net value of t�ansfers to or for the use of the surviving spouse is 3 perce�rt[72 P.S.§91�6(a)(1.1)(i)l• For dates ot c�aath 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 ia 0 percent (72 P.S.§9116(a)(1.1)(li}]. The stafute does not exempt a transfer to a surviving spouse from iax,and the statutory requiremerrts for disdosure of assets and flling a tax retum are still ap�icable even if the surviving spouse is the only ben�ficiary. For dates of death on or after July 1,2000: •The tax rate imposed on the net value of transfers f�om a deceased child 21 years of age or younger at death to or for the use of a natural parent,an a�pqve parent,or a stepparent af tMe chi�is 0 percer�t[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 fiax rate imposed on the net value of transfers to or for the use of the decedent's sibiings is 12 per�cerrt(72 P.S.§9116(a)(1.3). A . sibling is defined under Sedion 9102,as an individual who has at least one parent in common with the decedent,wfiether by bloo�or adoption. � pennsylvania SCHEDULE E DEPMT'MENT OF REVENI� CASH BANK DEP�SITS AND MISC. INHERITANCE TAX RETURN � ��"''°�D� PERSONAL PROPERTY F1LE NUMBER ESTATE OF Sears, Leonida B 21 - 12-00147 Indude the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorsh�p must be discic►sed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 Unclaimed Property,Texas Comptroler . 2,051.81 TOTAL(Also enber on Line 5,Recapitulation} 2,051.81 REV-1 S11 D(+(10-09) .� pennsylvania 9CI-EDIJLFH DEPARI`MENT OF REVENUE �� INI�RITANCE TAX RETURN ��Ic�Y1�+T� RESIOENT DECEDErtT 11 Y G VL�71�7 FILE NUMBER ESTATE OF Sears,Leonida B 21 - 12-00147 . Dec�dent's debts must be reported on Schedule 1. ITEM AMOUNT NUMBER FUNERAL EXPENSES: DESCRIPTION A B. ADMINISTRATIVE COSTS: �, Persor�al Repre�errta�ve's Commissions Name of Personal Representative(s) Street Address C�y State Zip Year(s)Commission Paid 2. Attomey's Fees Frey and Tiley--Robert G Frey 75.00 3. Family Exemption: (If decederrt's address is not the same as claimaM's,attach explanation) Claimarrt Street Address C�y State Zip ._ Relationship of Claimant to Decedent a. Probate Fees Filing fee 78.00 Death Certificate 5.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7, Other Administrative Costs 1 TOTAL(Also enter on line 9,Recapitulation} 158.00 � pennsylvania SCHEDULE 1 DEPARTMENT OF REVENUE DEBTS OF DECEDENT, MORTGAGE INFIERITMICE TAX RETURN RESIDENlTDECEDEM LIABILIIIES & LIENS FILE NUMBER ESTATE OF Sears, Leonida 6 2� - 12-00147 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRI PTION AMOUNT NUMBER 1 Overpayment of Retirement retumed, Office of Personel Management 592.09 TOTAL(Also enter on Line 10,Recapitulation� 692.09 �v-�s�a�c�{0�-+01 � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERiTANGE TAX RETt1RN B EN EFICIARI ES RESIOENT DECEDEM ESTATE OF Sears, Leonida B FILE NUMBER 21 - 12-00147 REIATiONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) (��) RECEIVING PROPERN oo NotustTrustee(sf I� TAXABLE DISTRiBUTIONS[indude outright ousal distributions and�ransfers under Sec.�116(a)(1.2)] 1 Sharon K.Passeri,61 West Oakwood Drive, Daughter 100% Carlisle, PA 17015 Enter doilar amour�ts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as approp�iate. II� NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTIC�N TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0•�