HomeMy WebLinkAbout10-21-13 � 15056101�5
REV-1500 ��-il,��,�
OFFICIAL U8E ONLY
Bureau of Individual Ta ue ��� �h�� Y� Flle Number
PA Departme�of Reve,� ����
INHERITANCE TAX RETURN ; ' � V
Po Box sso6oi =
_.
HaMsbu PA i i RESIDENT DECEDENT ' : �; /
!
ENTER DECEDENT INFORMATION BE40W
Sodal Security Number , Date of Death MMDDYYYY Date of Birth MMDDYYYY
: ' ' 06/14/2013 ;05/20/1953
_ _ __. __ __ . - : .
Decedent's Last Name . Suffix Dec�derrt's First Name MI
_ _ _ . . __. _ _ .
, _ _ __ _ _
;Post ' , '
Merri L
(If Appitcable)Enter Surviving Spouse' Information Below
Spouse's Last Name Suffix Spouse's First Name MI
,Spouse's Soaal Security Number _ __ . _ __ ___ _ . _, _ ,
�� THIS RETURN MUST BE FILED IN DUPLlCATE WITH THE
;
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOWi
� 1.Original Retum O 2.Supplementai Retum p 3. Remainder Retum(Date of Death
P�ior to 42-13-82)
O 4.Limited Estate p 4a.Future Interest Compromise(date of p 5. Federal Estate Tax Retum Required
death after 12-12-82)
O 6.Decedent Died Testate �! O 7.Decedent Mairrtained a Uving Trust 0 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) 'I (Attach Copy of Trust.)
O 9.Litlgatbn Proceeds Received ' O 10.Spousal Poverty Credit(Date of Death O 11. Eledion to Tax under Sec.9113(A)
' Between 12-31-91 and 1-1-95) (Attach Schedule�
�
CORRESPONDENT-THIS SECTION MUST BE¢OMPIETED.ALL CORRE8PONDENCE AND CONFlDENIUL TAX INFOR�IOULD B
Name _ _ li . _ Dayti�r�el�hone Nuf�r � � _
_.___._ ___ __ ,. qx_ qA_....._ . ..,._ ._
_
'William T. Post : (717)��� �-�' �' �
�� �' !
__ _ ; . _ . ' • �
. . . __ _.�„^--�,.,, . _[1.?...___.��_.�,_. _ �
IETER��F WILL8 US L
�,_ .. .`'� � ..
�.4, ` �,.,,.� ,,,r,� _y,�
First Line of Address I � :' !�� "`� '�� .�
.. .;;,.
..._,_ ..._____... ._..._ . _ �: -� �._, � C7
!836 High St '�, , -.� � �. rn
c� � „'a� _
Seoond Line of Address _ _ i '"� C,jl
_
_
City Or POSt OffiC6 . StBt@ _ZIP COde DATE FILED
r Lancaster i PA ; 17603
,
corrosponaer�s e-man aadress:willi ' t mail.com
. .
U aF ry,I declare that 1 hav�e rtdned this retum,indudin9 eocomPerryin9 achedtt�es and atstements,and to tl�e best of my knowledge and belief,
it � .Dedara�lon of r�er other thsn tt�e personal represerttaWe is based on all infomiation of which preparer has any knowled�e.
S RESPONSIBLE F FILING RETURN DATE
� 10/09/2013
ESS
836 High St Lancaster, PA 1760�
SIGNATURE OF PREPARER OTHER THAN R�PRESENTATIVE DATE
ADDRESS ,
I
' PLEA8E UsE ORIQINAL FORM ONLV
Side 1
� 15056]�0105 ' 1505610105
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� 1505610205
REV 1500 EX(FI) DecedenYs Sociai Security Number
�aent's Na�,e: Merri L Post �
RECAPRULATION '
1. Real Estate(Schedule A). ..... ..................................... 1. 0.00
2. Stocks and Bonds(Schedule B) ..................................... 2. 0.00
3. Cbsely Held Corporation,Partnertship or Sole-Proprietorshi Schedule C
p( ) ..... 3. 0.00
4. Mortgages and Notes Receivable'(Schedule D) .......................... 4. 0.00
5. Cash,Bank Deposits and Miscell�neous Personal Property(Schedule E)....... 5.; 16,247.55 '
� �,�..,�. v�_e._..v. . �_._ �.,v__M.�.�.,..�.,.�.�.....�..�..�.._�--�
�
6. Jointly Ovvned Property(Schedul$F) O Separate Billing Requested ....... 6. ' 0.00 =
t_. ._ __ __ ,� ___ ___r... ...__� -;
(Schedule G) �s Non-Probate Property ; �
. nter- nros Transfers S Miscelian O Separate Billing Requested........ 7. > 0 00 '
�
8. Total Gross Assets(total Lines'�through 7)............................. 8.{ 16,247.55
9. Funeral Expenses and Administr�'tive Costs(Schedule H)................... 9. 6,871.14
10. Debts of Decedent,Mortgage Lia�ilities and Liens(Schedule I)............... 10. ` 0.00 i.
11. Total Deductions(total Lines 9 ahd 10)................................. 11. 6,871.14
::. ,
_. ,. . ..
12. Net Value of Estate(Line 8 minu�Line 11).............................. 12. 9,376 41
.. � _. .,..� �_..� ...�.._ _.�.� .�.. �._. ...,,
13. Charitable and Govemmental B uests/Sec 9113 Trusts for which
an election to tax has not been de(Schedule J) ........................ 13. 0.00
14. Net Value SubJect to Tax(Line 1 minus l.ine 13) ........................ 14.; 9,376.41
TAX CALCULATION-SEE INBTRUC ONS FOR APPUCABLE RATES
15. AmouM of Line 14 taxable �
at the spousal tax rate,or '
transfers under Sec.9116 , _
(ax1.2)X.0- 0.00 ` 15. 0.00
. _ _ _,_. .. .._ ___ r_ :
16. Amount of Line 14 taxable
at Iineai rate X.0 4�`L '� 9,376.41 ; �g, 421.94 ;
. .. �. ., __. . ., ____ . .: _ . .. . .. .�_ .��x,�,.. ..._..;
17. Amount of Line 14 taxable '
at sibltng rate X.12 0.00 ; �7,: 0.00 ;
,�,., . _ . , .._..... . .. ,.. ...,.... :,_.. . .,_. .,� . .__. ...__..w., ...___. ..,.,�.
18. Amount of Line 14 taxable �
at collateral rate X.15 0.� E 18.' 0� '
19. TAX DUE .................. �� ..................................... 19. 421.94 �
20. FILL IN THE OVAL IF YOU ARE�EQUESTING A REFUND OF AN OVERPAYMENT O
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Side 2
� 1505610205 �I 1505610205 �
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REV 1500 EX(FI) Psge 3 File Numb�r
Decedent's Complete Address�
DECEDENTS NAME �
Merri L Post ',
srr�Frnn��ss
23 E Factory St '
�� STATE ZIP
Mechanicsburg PA 17055
I
Tax Payments and Credits: ,
1. Tax Due(Page 2,Line 19) � (1) 421.94
2. Credits/PaymeMs
a Prior Paymer�s o.00
B.D'isoount 0.00
Total Credits(A+B) (2) 0.00
3. Irrterest
(3) 0.00
4. If Line 2 is greater than Line 1+Line 3,enter the diffeerence. This is the OVERPAYMENT.
Fill in oval on Page 2,Une 20 to request a r+efund. (4)
5. If Line 1+Line 3 is gr�eater than Line 2,enter the difference.This is the TAX DUE. (5) 421.94
Make check payable to: REGISTER OF WILLS,AGENT.
_� . �_
� � w. . a _ _ . .�: . .��� .
, . , ..� .
.�i. ....v........... .... . ... ..... .d.�.. .. . . . . ;<a: ' . � � .• .
. . ... . . . . , .. ..._. . . �.�. ... . . .. ....;. _.:. �r3�... .. ... ..... . .. ... . .. .. , . . .. .... '».
PLEASE ANSWER THE FOLLt�WING QUESTIONS BY PLACING AN pX"IN THE APPROPRIATE BLOCKS
1. Did deoedent make a transfier nd: � Yes No
a. retain the use or income of ProPertY transfemed.......................................................................................... ❑ �
b. retain the right�o designate shall use U�e PropertY ti ansferred or its inc�me............................................ ❑ �
c. retain a reversionary inte .............................................................................................................................. ❑ �
d. rec�eive the promise for I'�f either paymeMs,benefits or care?...................................................................... ❑ �
2. If death oc�cuRed after Dec.12,1982,did deoedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ �
3. Did deoedeM own an'in tnist f�r'or payabie-upon-death bank acoount or security at his or her death?.............. ❑ �
4. Did deoedent own an individual retirement acxount,annuity or other non-probate property,which
containsa benefiaary designa�on? ........................................................................................................................ ❑ �
IF THE ANSWER TO ANY OF THE ABOVE Qt�ESTIONS IS YES,YOU YUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of desth 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 sunriving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)l• '',
For dates of death on or aRer Jan. 1, 1995, th�tax rate imposed on the net value of transfers to or�Or the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The statute does not err�t a transfer to a surviving spouse from tax,and the statutory r�equirements for di.sc�OSUre of assets and
filmg a tax reium�+e still applicable even if the su ' 'ng spouse is the oniy beneficiary.
For dates of death on or after July 1,2000: '
• The tax ratie imposed on the net val�of tran�fers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adopti�e parent a a steppareM of the chdd i�p peroent p2 P.S.§9116(a)(1.2)j.
• The tax rabe in�sed on the net val��trar�sfelrs to a for the use of the deoedent's line�benefiaaries�4.5 per�ent,exc�pt as noted�[72 P.S.§9116(a)(�)J•
• The tax rate impQSed�the net value of Ua to a for the use of fhe deoedenYs sib�ngs is 12 percent(72 P.S.§9116�a)(1.3)).A sibling�defined,
under Section 9102,as an indirnridual wtw has t�least one rent in c�rnmai witl�the decedeM whether b blood a tia�.
pa on w , Y adoPtla
,,
REV-sso8 DC+(o8-i2)
pennsylvania SCMEOt�LE E
DEPARTMENT OF REIIENUE CASH, BANK DEPOSITS 8�MISC.
'""�""�T""'�"�'' PERSONAL PROPERTY
RESIDEKT DECEDENT
ESTATE OF: FILE NUMBER:
Merri L Post 21-13-0718
Indude the p of litigatlon and the date the proceeds were reoeived by the estate.
a�ProPertY�oi�tl�owned wkh ri�ht of wrviv�o�ip mwt be disdosed on Schedule F.
�M � � VALUE AT DATE
NUMBER ' DESCRIPTION OF DEATH
1. Members 1st FCU Acxounts 863.04
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2, Estate of William Holt Dutra Distribution 15,384.51
,
TOTAL(Aiso enter on Line 5, Recapituladon) ; 16,247.55
If more space is needed,use addiiti�onal sheets of paper of the same size.
REV-1511 EX+(08-13)
pennsylvan�a SCH E DU LE H
����E FUNERAL EXPENSES AND
I�ANCE TAX REIURN ADMINISTRATIVE COSTS
RESIOEN'f OEC'EDH�T
ESTATE OF FILE NUMBER
Merri �Post 21-13-0718
D!C!dlDt'i dlbb IIIYS!b!f�l�IO�011 SCIIldYI!I.
1TEM '
NUMBER '' DESCRIPTION p(�p�J�
A. FUNERAL EXPENSES: '
i.
Myers-Buhrig Funeral Home 6,428.72
B. ADMINISTRATNE COSTS:
1. Personal Representative Commissipns: 0.00
Name(s�of Personai Representative(s) William T. Post
street Address 836 High St
q�y Lancaster state PA ZIP 17603
Year(s)Commission Paid: a013
2• Attomey Fees:
90.00
3. Family Exempqon:(If deoedent's address is not the same as claimant's,attach explanaaon.)
Claimant
Street Address
��Y State ZIP
Relationship of Claimar�to Decedent
4. Pr+obate Fees: 98.50
5. Accountant Fees: 0.00
b. Tax Return Preparer Fees: 0.00
�� Ad Placement Fees-Cumbe�land Law Joumal 75.00
8. Ad Plaoement Fees-The Sentinel 178.92
TOTAL(Also enter on Line 9,Recapitulation) $ 6,871.14
If more space is needed,use addi�onal sheets of paper of the same size.
REV-1513 EX+(01-10)
pennsylvan�a SCHEDULE ]
DEPARTMENT OF REVENUE
,�,�,.,�� BENEFICIARIES
a�rr�c�rr
ESTATE OF: FILE 1�lMdER:
Merri L Post 21-13-0718
' REUTI0N5t�IP To DECEDENT AMOUNT OR StURE
NUMBER NAME AND ADDRESS OF I (S)RECEIVING PROPERIY Do Not Lbt Trusb�(�) OF ESTATE
I TAXABLE DIST'RIBUTIONS[Indude spousal d�tributions and tra�ers under
. Sec. 116(a)(1.2).]
i• William T.Post 836 High St Lan�aster,PA 17603 Son 1 pp%
ENl'ER DOLLAR ANIOUNTS FOR DISTR1�lRI0NS SHOWN ABOVE OH LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
� N01+1 TAXABLE DISTIUBUTIONS '
A. SPOIfSAI DISTRIBUTIONS UNDER'SECTION 9113 FOR WNICH AN ELECTION TO TAX IS NOT TAKEN:
1.
•�r
B. CHARITABLE AND GOVERNMENTAL DISIWBUTIONS:
L
TOTAL OF PART II—ENTER TOtAI NON TAXABLE DISTRIBUTIONS ON LiNE 13 OF REV-1500 COVER SHEET. � �
If more space is needed,use additlonal sheets of paper of the same size.