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HomeMy WebLinkAbout12-18-13 (3) REV-1737-A E%(608) OFFICIAL USE ONLY pennsylvania INHERITANCE TAX RETURN -0 DEPARTMENT OF REVENUE FILE NUMBER POBOX28o6oi NONRESIDENT DECEDENT � _ I '�?_ / L _ HARRISBURG,PA 17128-o6o1 COUNTY CODE YEAR NUMBER DECEDENT'S NAME(LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z ABEL, MARILYN J. W DATE OF DEATH(MM-DD-YEAR) DATE OF BIRTH(MM-DD-YEAR) W 04/05/2103 06/21/1938 W (IF APPLICABLE)SURVIVING SPOUSE'S NAME(LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER f7 W 0 1.Original Return F12.Supplemental Return F13.Remainder Return(date of death prior to 12-13-82) w 1 F1 4.Limited Estate ❑4a.Future Interest Compromise(date of death after 12.12-82) ❑ 5.Federal Estate Tax Return Required X m ❑6.Decedent Died Testate(Attach copy of will ❑ 7.Decedent Maintained a Living Trust(Attach copy of Trust) 0 8.Total Number of Safe Deposit Boxes a a ❑ 9.Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(date of death between 12-31-91 and 1-1-95) ❑ 11.Election to tax under Sec.9113(A)(Attach sch o) kTHISISECTIONIMUSTiSE[COMP.IET,EDwALL�CORRESP.ONDENCE D CONFIDENT1ALTiTAXIINF_ORMATIONISHOULDISEIDIREC?EDIT•07 w NAME COMPLETE MAILING ADDRESS o ANNE M. BEARER 2125 CAREY WAY y FIRM NAME(ifAppiipble) HUMMELSTOWN, PA 17036 w n 11% TELEPHONE NUMBER O 717 533-9636 METHOD REFER TO METHOD OF COMPUTATION IN THE NONRESIDENT DECEDENT INSTRUCTION BOOKLET(REV-1736) Check One: Q Flat Rate ❑ Proportionate(Complete Worksheet on Reverse Side) 1. Real Estate(Schedule A) (1) 87 70.00 ICI U6ff ONLY Q � 2.Stocks and Bonds(Schedule B) (2) 5, m 17-11 3.Closely Held Corporation,Partnership or Sole-Proprietorship (3) M -r- C-) -i (Schedule C) 4. Mortgages&Notes Receivable(Schedule D) (4) )> Cn C:� CD 5.Cash,Bank Deposits&Miscellaneous Personal Property. (5) Z (Schedule E) O 6.Jointly Owned Property(Schedule F) (6) w b J ❑Separate Billing Requested Cn -11 Ul 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (7) a (Schedule G or L) 87,760.00 Q 8.Total Gross Assets(total Lines 1-7) (8) V W 9.Funeral Expenses&Administrative Costs(Schedule H) (9) 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1) (10) 11.Total Deductions(total Lines 9&10) (11) 12. Net Value of Estate(Line 8 minus Line 11) (12) 13.Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been (13) made(Schedule J) 87,700.00 14.Net Value Subject to Tax(Line 12 minus Line 13) (14) � Z SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES W 0 15.Amount of Line 14 taxable at the spousal tax x .0 Y rate,or transfers under Sec.2116(a)(1.2) W 16.16.Amount of Line 14 taxable at lineal rate x .0 _ (16) V2 17.Amount of Line 14 taxable at sibling rate x .12 (17) = O 87,700.00 x .15 (18) 13,155.00 V V 18.Amount of Line 14 taxable at collateral rate 13,155.00 fa.. 19.Tax Due•Make check payable to Commonwealth of PA (19) Q ~ 20. ❑ • • • • • �tali�o�!iNSw�la�Alt]Cs�©N�R�RS��e�!wNa; ct�c, "_ .- REV-1737-2 EX+(608)(FI) pennsylvania SCHEDULE A, PART 1 DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN IN PENNSYLVANIA NONRESIDENT DECEDENT ESTATE OF FILE NUMBER MARILYN J.ABEL 12 / — /-� — la Part 1 must include all real property owned by the decedent individually or as a tenant in common with another party(ies), having its situs in Pennsylvania. Property jointly-owned with right of survivorship should be disclosed on Schedule F. All real estate must be reported at fair market value,which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell and both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CUMBERLAND COUNTY 87,700.00 ASSESS NO 44000545 MAP NO:44-06-0041-065 MOUNTAIN ROAD ACRES 12.170 DEED 0025 L/92 MOUNTAIN 10+ACRES VACANT LAND i I PART 1 TOTAL 87,700.00 PART S TOTAL (From reverse side.) $ TOTAL (Also enter on Line 1, Recapitulation) $ 87,700.00 (If more space is needed, use additional sheets of paper of the same size) REV-1737-7 EX+(6-08) RE�ERSEE, pennsylvania SCHEDULE J 1�y DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN NONRESIDENT DECEDENT ESTATE OF FILE NUMBER MARILYN J.ABEL When flat rate method is elected, list the beneficiaries of the Pennsylvania property. When proportionate method is elected, list all beneficiaries. RELATIONSHIP TO ITEM DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE_DISTRIBUTIONS(include outright spousal distributions and transfers under Sec.2116(a)(1.2)I _ 1. ( GWEN R. SEARER,929 Dewing Ave,Apt C, LAFAYETTE, CA 94540 rNIECE 17,540.00 . I [ARDEN O. SEARER,929 Dewing Ave,Apt C, LAFAYETTE, CA 94540 , ;GRAND-NIECE j 17,540.00 IIONA F. SEARER,929 Dewing Ave,Apt C, LAFAYETTE, CA 94540 GRAND-NIECE ` �i 17,540.00 SCOTT A. SEARER,1331 Bradley Ave, HUMMELSTOWN PA 17036 NEPHEW 1, 17,540.00 t JASHLYNN M.SEARERJ331 Bradley Ave, HUMMELSTOWN PA170361 GRAND-NIECEI '� 17,540.00 --—...-.._. _-..- _-_ -. _ - - - ---_ -.__i-- �++ _.�_'�I �x.'-�=__a.�-'=ter'• ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET ON THE REVERSE SIDE OF REV-1737 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE l B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I-- - TOTAL OF PART II (Enter total non-taxable distributions on Line 13 of REV-1737 cover sheet.) $87,700.00 (If more space is needed, use additional sheets of paper of the same size) fA W W = w Z ° E ° N c n ui t mo o a m a) N O Z DDDD D 1:1 El a) C 3 I = m co a y E W Q F a m H - C W L O o Q > W. 'm U U° a C DD❑D 1:1 D D S C, 0 n U N a) U d W 4 m o co c E o m "y CD LLI a w W : -O N : d J O,c�- a c N z a`) a y a) LL � ��,y C N L n C •N C LU C13 0 F c4 C7 J c co p = o I a o a ° ° Z N (q �_ c i N n Z E > y 2 m m - ca X Z Q o c° > > �'.`� c o E >>i ani v o UZ � 3 ? O � �� E2 pc ° c. 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