HomeMy WebLinkAbout10-17-13 -� REV-1500 EX(02.11) 1505610143
OFFICIAL USE ONLY
PA Department of Revenue pennsylvanla county code Year Fie N.1,er
Bureau of Individual Taxes cev�ar Ws RMv
PO BOX.280601 INHERITANCE TAX RETURN 21 13 0169
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Sewdty Number Date of Death Date of Birth
01 31 2013 07 02 1922
Decedent's Last Name Suffix Decedent's First Name MI
WILSON LUCILLE N
(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 ® 2. Supplemental Return ❑ 3,Re ainde'Retu;( Date of Death to
❑ 4. Limited Estate ❑ 48.Future Interest Campremise ❑ 5. Federal Estate Tax Return Required
(date of demh after 12-12-92)
❑ a. Decedent Died Teetete ❑ 7. McMmhrod a LM�ry Trust 8. Total Number of Safe Deposit Boxes
(At ach Copy of WVn (Anadl Cagy of Trust)
❑ 9. Litigation Proceeds ReceWed ❑ 10.Spousal Poverty Credit'(Date of Death ❑ 11.Election to tax u under Sec.9113(A)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
LISA MARIE COYNE ESQ 71c7 737 0.464
c _ L� Wm
REGISTER OF WILDS USOkY
c_1
First Line of Address
3901 MARKET STREET
1 c O O
TI T �I
Second Line of Address - 1 T
rj n
_ rV r fTl
' DATE FILED I O
City or Post Office State ZIP Code Cn
CAMP HILL PA 170114227
Correspondent's e-mail address: lisa coyeandcoyne-coIn
Under penalties of perjury,I declare that I have examined this return,Including accompanying schedules and statements,and to the best of my knowledge and belief.
n W N
is e,correct end complete.Declaration of preparer other an the personal representative is based on all information of which preparer has any knowledge.
SIGffURE OF PER SOcN RESPONSIBLE FOR FILING RETURN DATE
Q��n "Mal Xp 86C� Bonnie E.Watkins 10-16 — )
AD ES�t 5
351 Stonehendge Lane, Mechanicsburg, PA 17055
TURE OF PREPA THER TNAN REP ESEWATIVE DATE
(
A�l r LISA MARIE COYNE Esq / O
DDRES
Co &Coyne, P.C.
Market Street, Camp ill, PA 170114227
Side 1
1505610143 1505610143 J
06
1505610243
REV-1500 EX
Decedent's Social Security Number
oamdem'sNeme: WILSON, LUCILLE N.
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................... 2. 1 , 394 . 60
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages 8 Notes Receivable(Schedule D).......................................................... 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5.
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7,
8. Total Gross Assets(total Lines 1 through 7).......................................................... 8. 1 , 394 . 60
9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 1 , 621 . 00
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10.
11. Total Deductions(total Lines 9 and 10).................................................................. 11, 1 , 621 . 00
12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. -226 . 4 0
13. Charitable and Governmental Bequests/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. -226 . 4 0
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 Line 14 taxable
at lineal rate X .045 16.
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. TAX DUE................................................................................................................... 19. 0 . 00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
L 1505610243 1505610243
REV-1500 EX Page 3 File Number 21 - 13 - 0169
Decedent's Complete Address:
DECEDENT'S NAME
Wilson, Lucille N.
STREETADDRESS
351 Stonehedge Lane
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits(A +B) (2) 0.00
3. Interest
(3) 0.00
4. If Line 2 is greater than 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) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. 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;.................................... ❑ ❑x
c. retain a reversionary interest;or.................................................................................................................. ❑ ❑
d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate considerat ion?....................................................................................................................... ❑ ❑x
3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?......... ❑ ❑
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 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 value of transfers to or for the use of the surviving
spouse is 3 percent[72 P.S.§9116(a)(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)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of
assets and fling a tax return 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
172 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. 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,w ether y bloo or adoption.
REV4603 EX-I&961
SCHEDULE B
COMMOM THOFPENNS VMK STOCKS & BONDS
WHERRNICETMRVURN
RE9 OECEDENi
FILE NUMBER
ESTATE OF Wilson, Lucille N. 21 - 13-0169
All property)olntlyowned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
38 Shares MetLife Common Stock 36.70 1,394.60
TOTAL(Also enter on line 2,Recapitulation) 1,394.60
10/16/13 MET Historical Prices Met-ife,Inc.Cornmon Stock Stock-Yahoo! Finance
Home Mail 'News Sports.rt Finance n Weather Groups Screen Nn Zj,'if More
ct 16,2013,4 12pm EDT-LrJusrkets are closed
Search Finance Search Web Mail —
MET7
MetLife,Inc.(MET) -NYSE ( Ada to Po eeoroj ( ukej as
49.29 t0.95(1.98%) 3:59PM EDT I After Hours:49.30 t0.01(0.01% 4:01 PM EDT-Nasdaq Real Time Price
Historical Prices Get Historical Prices for:�� O
Set Date Range
Start Date: Jan �, 1� � Dally
y�4 31 2013 Eg.Jan 1,2010 O Weekly
End Date: Jan '+ 31 _ 2013 Monthly -
DhAdends Only
�e�ces
First l Previous I Ne ast
Prices
Date Open High Low Close Volume Adj Close'
Jan 31,2013 37.25 37.45 36.98 37.34 5,751,800 36.70
(lose price adjusted for dividends and splits.
Firs Previous l Ne#I Last
rM Download to Spreadsheet
Currencyin LSD.
finance.)ehoo.con✓q/hp?s=MET&a=00&b=31&c=2013&d=00&e=31&f=2013&g=d 112
REV4511 Ex.(1049)
pennsylvanla p' pS�C�HEDULEH�pw,1
DEPARTMENT OF REVENUE FUNERAL�ENSES 1YD
INHERITANCE TAX
RESIDENT DECEDENT RETURN DMIN�w�
fYJ1Y1 rJ 11V1 FILE NUMBER
ESTATE OF Wilson, Lucille N. 21 - 13-0169
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER FUNERAL EXPENSES:
A.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s)Commission Paid
2. Attorneys Fees Coyne & Coyne, P.C. --LISA MARIE COYNE, Esq. 300.00
3. Family Exemption: (If decedent's address is not the same as daimant's,attach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Postage 6.00
TOTAL(Also enter on line 9, Recapitulation) 1,621.00
Schedule H
Funeral Expenses&
COMMONWEALTH OF PENNSYLVANIA A,.L......,..1...1.,../...�....„1. �.,,J
INHERITANCE TAX RETURN Ackni1WYaM Costs continued
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Wilson, Lucille N. 21 - 13-0169
2 Filing Fee--Supplemental Inheritance Tax Return 15.00
3 West Shore EMS Ambulance Service 1,000.00
4 Brokers Commission 50.00
5 Additional Probate Fee 250.00
Page 2 of Schedule H
REV-1513 El(a(0140)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wilson, Lucille N. 21 - 13-0169
NAME AND ADDRESS OF PERSON RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER (S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not ust Tmstee(s)
I, TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(12)]
1 Bonnie E. Watkins daughter 100% residue
593 Geneva Drive#8
Mechanicsburg PA 17055
Enter dollar amounts for distributions shown above on lines 15 through 18 on 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
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00
COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne 3901 Market Street 717-737-0464
Lisa Marie Coyne Camp Hill,Pennsylvania Fax: 717-737-5161
Bradley C.Baird 17011-4227 www.coyneandcoyne.com
October 16, 2013
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Lucille N. Wilson
No. 21-13-0169
Dear Sir or Madam:
Enclosed please find an original and two copies of the Supplemental Inheritance Tax
Return for this Estate. Kindly docket the original Return and return to me a "clocked-in" copy
with the enclosed envelope. Also enclosed is check no. 1017 in the amount of $15.00 which
represents the filing fee.
Thank you for your assistance. If you have any questions, please contact me.
Very truly yours,
COYNE & COYNE, P.C.
r 1p
L's Marie Coyne
LMC/amd
Encl.
Cc: Bonnie Watkins, Executrix
t
i
f
A l
? �I
1
(C
C) co N R
J
W -1 N
O
O O LL- C.r Z J v
OQ h U
z ix co
r r
ix 0
LLJ
LU
coi o` o
� a0
a � ov
w
l-
�Y
___
�' ��'`�
�:
� �