HomeMy WebLinkAbout01-17-14 JanIM014 1'16*35 PM Susquehanna Bank 717-234-3124
REV-1500 ox COM4"a RFFIOLA14 MEALY
PA Department of R pMo�
.Ants
o"flue Year Pile NmAw County Cade Bureau of IndividuatTuft INHERITANCE TAX RETURN
P0SW2W0i
Harritum,PA UgL-0601 RESIDENT DECEDENT
ENWR DECEDENT INFORMATION SMOIN
Sodal Security Number Date 1AMOMM Data of 910h MMODYYYY
Docadeds Lost Name Suffix Decadent's First Name MI
Cantrell Paul E
(II(Applicable)Enter Surilving spousVe Infamomm Solow
Spouse's Lost Name Suft Spouse's Name hit
Cantrell Mildred L
Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
4 6� 3. - A4 ..-) REGISTER OF WILLS
FILL IN APPROPRIATE OVALS 9ELOW
1.0691 hel Return ter 2.Supplemortist Return c= & Remainder RA"(Date of oath
Pdorto'1243-82)
4.Limited Eatels, 4a,future interest Compromise(dab of 6.Federal Estate Tax Return Required
death after J2-12-62)
8.Decadent Died Testate O 7.Decadent Maintained a Living Trust ToWl Number of Sale Deposit Bons
~Copy of Will) (AUR© Of Trust.)
9,Utlastion Pmoodis Received 4= 10,Spousal Poverty Cre&{data ofDs&th 11.O*Om to Tax under Sea 9113(A)
Between 12.31-91 and 1-1.M (Attach Schedule 0)
CONWONOW-Yffill SECM MUST 09 COMIALMO,ALL CM0110MMIX AND=11100MALTAX INFORMATICIN(?:MOULD HE MW=70.
Name Daytime Telephone Number
Mildred L.Cantrell,E*
Reoww cy wiLLs 4W,-6my
C>
co G'3
First Line of Address
277 Dietr-h Lane
rn 1-n Q
Second Une Of Addreo$ :z
C-7 - >
Z
City or Post Office Slats, ZIP Code, IT FILM >
r-n
Mechanicsburg PA 17050
Correspaiderit's email addro"'.
Under panaft of penury,I OWsta(that l have examined this ralum.InCIVd1rV accompanying sftd*e and Iftlowft,and to Me beet ar myknowledp and belief,
it is Vw,owtoc and complift.Decleration of pmpanaLr cow then.ft personal reptowtedve to WNW an oil Inform„ adon of which properer has any knowledge.
!FOR PUN*JtE`tUAN
ONATURE OF PERSON SIBLE FOR F DATE
IM, 4A lu I'M I
277 Deitch Lane
SIGNATURE aP 0 AN=gNTATIVE CA
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ADD
112 MRESS aftt Street,5th Floor,Ham PA 17101 s nMAS5 LIM CMIGINIAL 116*1111 ONLY
Side I
15096101as
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Uec1jUUu1j ,nz:3n:1t ran 5usquenanna Bank 111-23434'13 5/6
A W-1300 EX(FI) Page 3 rile Number
Decedent's Complete Address:
DECEOD"NAMA
Paul E. Cantrell
STREETADDRE S
277 Deitch Lane
crry STATE { 2jP
Mechanicsburg PA l 17050
Tax Payments and Credits:
1, Tax Cue(Page 2,Line 19) (1) 0.00
2. CraditsfPsyments
A.Pdor Payments 0.00
S.Discount
7btal Cr@db(A+8) (Z) 0100
3. Interest
(3) 0.00
4. if Una 2 Is greater than Line 1+Line 3,enter the difference. This Is the OVERf AYMENT.
Pill In oval an Page 2,Lin*20 to request a refund. (4) 0.00
S. if Una 1+Una 3 is greeter than Line 2,enter the difference.7hle is the TAX 0 (5) 0.00
Make check payable#o: REGISTER OF WILLS,AGENT,
PLEASE ANSWER THE FOLLOWING QUESTIONS B PLACING AN"X"IN THE APPROPRIA E BLOCKS
1, Old decedent make a transfer and Yes: ; No
a. retain the use or income of the property transferred.».»» n..n». .»..»».....».nn.».....................n...» ❑'
b. retain the right to dealgnate who shall use the property tea nad or its income..,»»»».»».»n .......... []'
o. retain a reversionary Interest
d, recelve the promise for life of either payments,benaliu or i ara?.—............».»».nn.».»,,,,,,,,,,,,,,N..»....»» ❑
2, if death occurred alter(79012,1982,did deoWenttransferpt Vertywithin one year of death
without taceivlag adequate oorelderetion?......»»».« «....„.nn»».»...»..n,.„.,»»...»...»...n...n............................ �
3. Did decedent own arOn trust for'or payebte•uporkeath banl,account or security at his or her death?,.,.......... ❑
4. Did decedent own an Individual retirement account;annuity or other non-probate property,whd
contains a bomfidery daalgnation? ».»».»..»».n n.n»IIH.p.n. . ».».n..»,,.,,».,...n.».«»..»....„..............«,n»... ❑
1F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU Mt ST COMPLETE SCHEDULE t3 AND FILE R AS AT OF THE RETURN,
.r
For dates of death on or alter July 1,1994,end before Jan.1,1995,the tax rati i imposed on to net value of transfers to or for the 0 io of the surviving spouse
is 3 percent(72 P.S.§9115(a)(1.1)(I)).
or dates of death on or after Jan. 1, 1995, the tax rate imposed on the at value of transfers to or for the use of the sq ng apouse le 0 percent
(72 P.S.§919(a)(1.1) u)).Tile statute does not exempt a transfer to a survivii ig Mouse from tax,and the statutory requlrementO f r disclosure of assets and
tiling a tax return are still applicable even if the surviving spouse Is the only be i0clary.
For dates of death on or after July 1,2000:
a The tax rate Imposed on the net value of transfers from a deceased chi 21 years of ego or younger at death to or for thq r e of a natural parent, are
cove parent or a stepparent of the child Is 0 percent(12 P.S.g9118(a) .2)).
Isle tax rate Imposed on the net value of transfers to or for the use of theft denfs lineal beneficiaries Is 4.6 parceitt,except as ho ad In(12 P.S.§911t3(eK1)j
The tax rate imposed on the net value of transfers to or for the uss of th decedent's siblings is 12 percent(72 P.8.§9119(x' 1,3)),A sibling is defined,
under SactIm 9102,as an Individual who has at least one parent in comtr m wi9t the decedent,whether by food or adoption:
U5CMU1l1.113 1'L:00:12 FM 6usquenanna !Sank 717-234-3423 4/g
�r50 61a2[l5 •
REV-1600 F.X(FI)
Cac;edent'a Social 36 . city Number
oecedent'e Name: Paul E. Cantrell
RECAPITULAMON
1. Real Estate(Schedule A)............................................. 1. 170,900.00
2. Stocks and Bonds(Schedule B) ..................... .................. 2 0.00
3. Closely Held Corporation.Partnership or Sols•Propristorship(ftheduls,C) ..... 3. 0.00
4. Mortgages and Notes Recslvable(Scheduls D)............ 4. : : 0.00 '
3. Cash.Senk Deposits and Meoellanecus Persona!Property(Sc iodule E)....... s. 0.00
S. Jointly Owned Property(Schedule F) Cf Separate Billing Ri quested ....... 8. 0.00 .
7. Inter-Woo Transfers&Miscellaneous Non•Probste Property
(Schedule G) Separate Billing R4 quested........ 7. 0.00
a. Total Groin Assets(total Unes 1 through 7).............. .............. 8. 170,900.00
9. Funeral larpenses and Administrative Caste(Schedule H).... A. 0.00
10. Debts of Decedent Mortgage Liabilities and Usne(Schedule 1) .............. 10.. 0.00
11. Total Deductions(total Lines 0 and 10).................. .............. 11. 0.00
12. Net Value of EsU is(Line 8 minus Una 11)............".. ........I..... 12. 170,900.00
13. Charitable and Governmental Bsquesta/Seo 9113 Thais for wl ich
on election to tax he*not been made(Schedule J) ........................ 13. 0.00 .
14. Net Value Subject to Tax(Una 12 minus Una 13) ........................ 14. 170,900.00 .
TAX CALCULATION•SEE INSTRUCTIONS FOR APPLICABLE I LATES
19. Amours of Line 14 taxable
at the spouse!tax rate,or
tranafere under sec.9118 1 090000
(a)(1.2)X.0 FO,900. 18.. 0.00
10. Amount of Una 14 taxable
at lineal rate X.0-
17. Amount of Una 14 taxable
at slbflng rats X.12 17.
18. Amount of Una 14 taxable
at collateral rata X.15
19. TAX DUE........................................ ............. 19. 0.00
!0. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND F AN OVERPAYMENT
it e 2
15Q5leZD�DS 1SOS61020�
6usquenanna BanK /11-234-3423 3j6
REV-3202 EX+(12.12)
pennsylvania 'SCHED RE A
pEFAR1'MENT OF REVENUQ
mnearnwcxrutastusw REAL, E TATE
AlS1DltR DlCE!>EfVT
ESTAT9 OF: F)<LE ZNBEIit
Paul E.Cantrell 21-11-1182:
All real property owned solely or as a tenant In common must be reported fair market value.Fair market value Is defined as th4'p fee at which property
nould be exchanged between a willing buyer and a willing seller,neither being coi peUed to buy or sell,both having reasonable knowtedgl o the rtlevent fads.
Red property that is jointly-owned with right of urvivership must be disclosed on Schedule F.
Attach a copy of the seidement sheet M t e property has been sold.
ITEM Include a copy of the deed showing decedent%Int rest If owned as tenant in common. ALUE AT DAZE
NUMBER OF DEATH
DESCRIPTION
1. Lot#14,Final Subdivision Plan for 276 Rich Valley Roi d,being Identified as Cumberland
County Tax parcel No.3849.0013-093 170,900.00
T)TAL(Also enter on Line 1,Recapitulation.) : ; 170,900.00
If more apace Is needed,use Wditl4i al sheets of paper of the Same size,