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Home My WebLink About11-19-13 � '� pennsy�van+a 15�5 61014 3 °E°aer�M°F r�w� EX(06-13) REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of individual Taxes Po aoxzaoso� INHERITANCE TAX RETURN 21 12 03 90 Harrisburg,PA 1 7 7 28-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Sociai Security Number Date of Death Date of Birth 043 16 8636 O1 O1 2012 12 29 1919 DecedenYs Last Name Suffix DecedenYs First Name MI WAY ROBERT E (if Appiicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sociai Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Retum � 2. Supplemental Return � 3. Remainder Return(Date ot Death Prior to 12-13-82) n 4. Limited Estate � 4a.FuUae interest Compromise � 5. Federai Estate Tax Return Required (date ot deatt�aRer 12-12-82) � g p�C�ed w�'�ce � 7, Pece ne�t�o�ln��a Living Trust � e. Total Number of Safe Deposit Boxes � 9. Litigation Proceeds Received � 10.��k fDa�e;t Deem � ��.Election to tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AN�CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number �sszcA L FISHER 7i7 697 3223 First Line of Address 555 GETTYSBURG PIRE Second Line of Address � �; � � STE C100 � � �' � o �•� c-� City or Post Office State ZIP Code � _sz � � �� MECHANICSBURG PA 17055 r- � m � ;r; c� RE�;i6T O��IYILLS�U3E OqCW F�, REGISTER OF 1MLLS USE ONIY � Y �'-y {_� -_,' �DATE`FII�.'�`'Ep'_'..'.. .,� ,�-_> .�..� � _,� , M !'�' C:1 C� Y� Y �( �( : , r:� -`= : �' 4 .� L.J ,«,_ i"+'i i�' l7 � r (j� Q Correspondent's e-mail address: 'essica ke stoneeldeHaw.com `y~�DATE FILED�MP Under penaities of pery'ury,I deGare that 1 have euamined this retum,inGuding accompanyi,ng schedules and statements,and to the best of my knowledge and belief, it is Vue,corcect and compiete.DeGaration of parer other than the personal representahve is based on al!infortnation of which preparer has any knowledge. SIGNATU F PER N qES��BLE F4Nt" ING RETURN DATE / , l �� Richard F Wa %l ADQRESS �-/^ 67 Painter Avenue,West Haven.CT 06516 SIGNATURE OF PREPARER OTHER THAN REPRESE ATIVE DA7E � � Jessica L.Fisher � /�' � AD SS 555 Gettysburg Pike,Mechanicsburg,PA Side 1 � 1505610143 1505610143 �,,) � � � 1505610243 REV-1500 EX DecedenYs Social Security Number DecedenYs Name: Way� RObet't E 0 43 16 8 63 6 RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits 8�Miscellaneous Personal Property(Schedule E)............... 5. 3, 500 . 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous t�{�q Probate Property (Schedule G) U Separate Bilfing Requested............ 7. g_ Total Gross Assets(total Lines 1 through 7)........................................................ 8. 3,500 . �� 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 10. Debts of Decedent.Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 12. Net Value of Estate(Line 8 minus Line 11)........:................................................. �2. 3, 5 0� . �� 3. Charitable and Governmenta�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. 3, 5�� . �� 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. 0 . 0 0 16. Amount of Line 14 taxable at�inea�ratex .oa5 3, 500 . 00 �s. 157 . 50 17. Amount of Line 14 taxable at sibling rate X.12 � . �� 17. � . �0 18. Amount of Line 14 taxable at collateral rate X.15 0 . �� 18. 0 . 0 0 19. TAXDUE................................................................................................................ 19. ZJr� . Jr� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 15D5610243 150561D243 J REV-1500 EX Page 3 File Number 21-12-0390 Decedent's Complete Address: DECEDENT'S NAME Way, Robert E STREET ADDRESS 102 Cherry Lane CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 157.50 2. Credits/Payments A. Prior Payments B. Discount Total Credits(A +B) (2) 3. Interest (3) 5.34 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) �62.8t� Make Check Pa able 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. 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,benefits or care?............................................................ �x 2. if death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust foT or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. � ❑ tF 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)(i)]. 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 filing a tax retum 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)j. • 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 tax rate imposed on the net value of transfers to or for the use of the decedenYs 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-1508 EX+(17-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Way, Robert E 21-12-0390 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned wIM the right oT survivorship must be dlsclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Family Exemption was claimed on original retum in error.There was not enough probate 3,500.00 property to cover that exemption. TOTAL(Also enter on Line 5, Recapitulation) 3,500.00 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) REV-1571 EX+��O-09� gCHEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND R SEDENTDECEDENT URN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Way, Robert E 21-12-0390 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personai Representative's Commissions Name of Personal Representative(s) Street Address City State �io Year(s)Commission Paid Waived 2. Attornev's Fees 3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address Ciry State Zi� Relationshin of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs TOTAL(Also enter on line 9, Recapitulation) Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) REV-1513EX+(Ot-10� � � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Wa , Robert E 21-12-0390 RELATIONSHIP TO NAME AND ADDRESS OF SHARE OF ESTATE MOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (�Nords) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 1 Margaret G Way Daughter 10.00 102 Cherry Lane Carlisle, PA 17015 2 Richard F Way Son 31,697.87 67 Painter Avenue West Haven,CT 06516 Total 31,707.87 Enter dotlar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. 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 Copyright(c)2070 form software only The Lackner Group,Inc. Forrn PA-1500 Schedule J(Rev.01-10) i v+vv��N� ++�vv�uv iaw�a v vv��vvv vv��vv� — --V- -� --- - Penalty and Interest Catcufations CALCULATION DATES- 10/1/2012 TO 11/19/2013 TAX DEFICIENCY $ 157.50 CALCULATED INTEREST $ 5.34 BALANCE AS OF 11/19/2013 $ 162.84 .__.______-----_.__; ' Start Over � https://www.doreservices.state.pa.us/pitservices/Default.a.spx 11/19/2013