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Home My WebLink About11-12-13 (2) . . � 15056b0105 REV-1500 EX`°2_"„�, � OFFICIAL USE ONLY PA Department of Revenue P��Y��►na County Code Year File Number BureauofIndividualTaxes M�� INHERITANCE TAX RETURN PO BOX z8o6oi � Harrisburg PA 1�1z8-o6o1 RESIDENT DECEDENT �� 3 G�'� ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 02/13/2013 08/26/1963 DecedenYs Last Name Suffix Decedent's First Name MI FRIENDS MARCELLA T (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI FRIENDS ROBERT D Spouse's Social Securiiy Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 161-58-8931 REGISTER OF WILLS FILL IN APPROPRWTE OVALS BELOW � 1.Originai Retum p 2.Supplemental Retum O 3. Remainder Retum(Date of Death Prior to 12-13-82) p 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Retum Required death after 12-12-82) O 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust _ 8. Total Number of Safe Deposit Boxes (Attach Copy of WIII) (Attach Copy of Trust.) O 9.Litigation Proceeds ReceNed O 10.Spousai Poverty Credit(Date of Death p 11. Election to Tax under Sec.9113(A) Belween 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number DUANE A. FRIENDS (717) 766-6028 �.� REG ER OF WILL3,�ON�j � � C'y� � %C7 <'"-' � First Line ofAddress �'1 � � �= t.n :% 2256 DOVER CT � � � N �� ' Second Line ofAddress � ' � C� � �-, -; -V � <w.� � y i G`� c�� _;i _.=t ..,, "'�`t � (w °::. .__ City or Post Office State ZIP Cod6 ;z-PATE FIL�fT' � � f�:a �f MECHANICSBURG PA 17055 � �� r-r`� �' -�.7 '�'t Correspondenrs e-mau address:dafriends@veri2on.net Under penaities of perjury,I decfare that I have e�camined ihis r rn,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration oi preparer oth an the personal representative is based on all informatio�of which preparer has any knowledge. SIGNATURE S FOR FILING TURN DATE 11/08/2013 AD Sz05 �321�k7a,u LA�r�� t,�a��,, P� j'7DZ5 SIGNATURE fi,P`EP�{jtE�ER T�PRESENTATIVE 11/08/2013 j �� ADDRES5 zZSZ� bvU�I� CT� /�'irc%l.f.vresi�u2G, �/��4 / 7OS.S PLEASE U8E ORIGINAL FORM ONLY Side 1 � 1505610105 1505610105 � � t • � 1505610205 REV-1500 EX(FI) DecedenYs Sociai Security Number oecedent's Name: MARCELLA T. FRIENDS 062-42-3927 RECAPITULATION 1. Real Estate(Schedule A). .......... ................. ................. 1. 0.00 2. Stocks and Bonds(Schedule B) 2. 131,475.00 ... ................. ................... 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mort a es and Notes Receivable Schedule D 4. 0.00 9 9 � )........................... 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 148.00 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G} O Separate Billing Requested........ 7. 8. Total Gross Assets(total Lines 1 through 7j............................. 8. 131,623.00 9. Funeral Expenses and AdminisVative Costs(Schedule H).............. ..... 9. 10,000.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).............. . 10. 50,000.00 11. Total Deductions(total Lines 9 and 10).... .......................... ... 11. 60,000.00 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. 71,623.00 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ........................ 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ............ ............ 14. 71,623.0� TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 0.00 (a)(1.2)X.0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0_ 0.00 �g, 0.00 17. Amount of Line 14 taxable at sibling rate X.12 0.00 �7. 0.00 18. Amount of Line 14 taxable at collateral rate X.15 0.00 �g 0.00 19. TAX DUE ............ ............................................. 19. 0.0� 20. FILL IN THE OVAL IF YUU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Slde 2 L 1505610205 150561D205 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME MARCELLA T. FRIENDS STREETADDRESS 5205 BRIGHTON LANE C17Y STATE ZIP ENOLA PA 17025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2, CreditslPayments A.Prior Payments B,Discount Total Credits(A+B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 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 .......................................................................................... ❑ � b. relain the right to designate who shall use the property transferred or its income ............................................ ❑ � c. retain a reversionary interest.............................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred 2fter Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust fo�'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 suroiving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)j. For 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 sunriving 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 filing a tax return are still applicable even'rf the suroiving 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 orfor the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the tlecedent'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,whether by blood or adoption. , , � REV-1503 IX+(8-i�) pennsytvania SCI�IED�ILE B OEPARTMENT OP REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEOENT ESTATE OF FILE NUMBER MARCELLA T. FRIENDS 2013-00430 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1' 2005 STOCK OPTIONS-THE HERSHEY C0. 103,250.00 2 338 SHARES-THE HERSHEY C0. 28,225.00 TOTAL(Also enter on Line 2, Recapitulation) � 131,475.00 If more space is needed,insert additional sheets of the same size , • REV-i5o8 EX+(o8-i2) ` � pennsylvania SCNEpuLE E DEPARTMENTOFREVENUE CASN, BANK DEPOSITS 8� MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DKEDENT ESTATE OF: FILE NUMBER: MARCELLA T. FRIENDS 2013-00430 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VAWE AT DATE NUMBER DESCRIPTION OF DEATH �. 3 US SAVINGS BONDS-UNMATURED 148.00 TOTAL(Also enter on Line 5, Recapitulation) � 148.00 If more space is needed,use additional sheets of paper of the same size. p , •RE�/•1511 EX+ (0$-13) � � pennsylvania SCHEDULE N DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARCELLA T. FRIENDS 2013-00430 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' HOOVERS FUNERAL HOME,HERSHEY, PA 10,000.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2• Attomey Fees: 3, Family Exemption: (If decedent's address is not the same as ciaimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6, Tax Return Preparer Fees: 7. TOTAL tAiso enter on Line 9, Recapitulation) t 10,000.00 •• REV-1512 EX+(12-12) T pennsylvania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCE TAX RENRN MORTGAGE LIABILITIES 8c LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARCELLA T. FRIENDS 2013-00430 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCR[PTION OF DEATH 1� MEDICAL EXPENSES 5,000.00 2 RESIDENCE MORTGAGE AT 50°� 45,000.00 TOTAL(Also enter on Line 10, Recapitulation) ; 50,000.00 If more space is needed,insert additional sheets of the same size.