HomeMy WebLinkAbout01-24-14 _._...._._ _ __ . .. .. .
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� 1505610105 �
REV-i500°`�°�_�'�'�� '
P�►oe�artment aF Rerenue �� oFFlC�t.usE a�tar �
Bureau af L�dtvidual Tawes �!�Y��Y., FAe N _ _ ..� i
��X�� INHERITANCE TAX RETURN � ;
t . i~ # !
Ha,�s pA us.osoi RESIDENT.DECEDENT �� � ! � D
�cEC�eNr iN�o�a�Ba.ow �
Sodad Seaniiy Wumber �te of Desth MA�►DYYYY Date of 81rth I�pdDDYYYY `
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Decedent's Laat Name 3utfUc Devedent's Fir'st Name �
�WtNGERT ___..____.._._.._________._._.___.._.._..._...._ � , ._ -. ; . Nancy .__.....___..___..._._.. ... __.. .... ._. � � . .
` ? '...,_.,.. 's
�K APP�lcabla)E�er Sur�viving Spouse's Informatbn Betow
Spou�e's Last Name Suffix Spouse's First Name NI�
}IVa —._._.._�....___._....____._.._.._._._.._...... �___._. ., : _____.______._._..._..___...�._ _� i
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3pouse's Soc�1 Sea�ity Number ... ... .._.._. ...... .
�`---� THIS RETURN MUST 8E FILED IN DUPi.�ATE WRH THE i
.� REGISTER QF WILLS
�.u�a�oP�r�ov�u.s eE�.ow
O 1.Cklgirt�Retum p 2.Sup�emental Retum O 3. RemaMder Reium(Date of Death �
PrioP to 12-'13�2) i
,
. C 4.tJmited Estete p 4s.Futu�e i�erest Canpromise(dabe of p 5. Federal Es�ats Tax Retum Requk�ed .
death after 12-12-82) �
O S.Decedent Died Te�ta�e Q T.Deoedent Maintained a Living T+�ust 8.7otal Number of Safe Deposit B�ooces �
(Atbadt Copy of Wifi) � (Aitach Copy of Trust.j �
!� 9.LiUgafbn Pnooeeds Reoeived O 10.Spouea!F"overiy Cre�t(D�s ofi Death O 11. E�to Tax under Sec.9113(A) � �
Bet�aeen 12-31-91 end 1-1•95) (At�ach Sc�edule O) <-.,
CORRE8PONO�IT-T1�8 SEC71d!I�JS'T BE CO�LE7'ED.ALL COpRE8PONDEI�CE AND COI�IDE�N'ltAl TAX I1�0li�tATiOM �� !�'! � !
Nsrne ._.. ......w _.__.._._ �eYyUme 7 _._. ..._._.__s:.._..__.� �'
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�aryf Cittis#opher � ._.�.�...��.._M.�....� w .�. ►(717)238-679� �"° W z cn � � .
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REGI8TER � C�"i � i
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Fi�st Une ofA�ddress �_�___ _._. _,.,.W_. _..�._,...�..__ � C� � ..� � "� �
I Est�te of Nancy Wingert ` ° � � � � �
, . .... .... ... . ......... ..... .. ,.._..... ... .. .. . � - E_..� r� r�t I
second Ltne�Ad�ess � `� � � c� i
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�4503 North Front Stre r
,
�C(ly or Post OIRoe !��_ ._._._..M...Stafe�.....-ZfP Code DATE Fll,F� `
�Haurisburg__._.___..__._._.�__..__._..___._._.W_._.._._.__._.__._.._........_. 7� PA ' i 1711� � �
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Carespondent's amaii addrsas: �
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unaar penslne�a perju�y,�declaro tl�ac 1 Nare exarr�r�ed»as rea,m,irx�udrr�ecoompenyino gd�edutes and stetemeMs, �om,o~tl�e bese oi ny�o,owledys and b�et� �
it is 1rus,�and oornpie�s.Dedanwfon cF prsparor Mher than tbe persa�a!tepreaeMatlue is beaed on eR Mfonriatlon d which prspsrer has�Y kra�Med98- E
S OF PERSQN SI FOR FlLING RETURN ATE �
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� S rnb� �7� 9 i
SK�IVATURE OF PREPARER QTHER THAN R�P ENTAINE DA
ADDRESS �
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PL�A�E UsE OWOtNAL FORM ONLY �
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Side 1
� 150561D105 15056�01�5 ,� ;
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� 1505610205
REV 7500 EX(FI) DecedenYs Soaai Security Number
......._......................................__...........................................__....................._.._........
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�ecedenrs Name: WINGERT Na�Cy :
RECAPITULATION
:.......__...................................................._.............................................._.........._...............,._........
1. Real Estate(Schedule A}. ............................................ 1.
2. Stocks and Bonds(Schedule B) ....................................... 2.:
3. Closely Heid Corporation,Partnership or Sale-Proprietorship(Schedule C) ..... 3.�
4. Mortgages and Notes Receivable(Schedule D)........................... 4.
5. Cash,Bank Deposits and Misceilaneous Personal Property(Schedule Ej....... 5. 49,214.00 '
6. Jointly Owned Property(Schedule Fj O Separate Billing Requested ...,... 6.; :
: _. ,., ...., . ____ . ._ _. _ .:_.___.. .. _.._. ;
7. Inter-vvos Transfers&Miscellaneous Non-Prabate Property
(Schedule G) O Separate Biifing Requested........ 7.' �.
8. Totat Gross Assets(total Lines 1 through 7}............................. 8.; 49,214.00
9. Funeral Expenses and Administrative Cosfs(Schedule H)................... 9.; ;
10. Debts of Decedent,Mortgage Liabil'�ies and Liens(Schedule I)............... 10.; :
11. Tota{Deductions(total Lines 9 and 10)................................. 11.:
12. Net Value af Estafe(Line 8 minus Line 11).............................. �2. 49,214.00
i3. Charitabte and Govemmentai Bequests/Sec 9113 Trusts for which
:... . ....... . ...:. .. . ..:. : :.. _:....,.,. _v�.,...,.,....;
an election to tax has not been made(Schedule J) ........................ 13.�
14. Net Value Subject to Tax{Line 12 minus Line 13) ........................ t4.: 49,214.00
'F�C�CptLCk�LATIOFI-�'ff►fS�TRtJCTfO�lS�-9RPP.tiK3�AtBtsE�0►1'�
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfersunder Sec.9116 :...... ............................. _..._.___ ......._. __ ...__._.__. _._ _____... _ __.._.. _............__..._........_..........._.......................:
(a)(1.2)X.0_ 15.
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1fi. Amount of Line 14 taxabie ._.:..._. :_.. . _.. __ . _ _ .. .._ _, ._. __. .. ,., ,
at Iineal rate x.0 45 49,214 00 ��, 2,214.63 ;
:.. . .:.....__ _......_ .. ,.. _ __. _ . _ _. .._.._ , :
..._.._ ._.
17. Amount of Line 14 taxable
at sibfing rate X.12 17.
:...,._.__.�_. .... _...:.,. ..:,._..... ........ ..,.. .:.._.:.... _..__. .._.,_...,..
.,.... ...... ._ ..s..._.....�_.:.... ... ..:......
18. Amount of Line 14 taxable
at coliateral rate X.15 18.
19. TAX DUE......................................................... 19. 2,214.63
.....................................__............................................_...._..........._.....................................__..........
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
� 1505610205 15�561�205 J
REV 1500 EX(FI) Page 3 File Number
Decedent's Compiete Address:
DECEDENTS NAME
WINGERT Nancy S
STREEI'ADDRESS
4833 E.Trindle Road Apt 538
Country Meadows West Shore Community
CITY STATE Zip
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 2,214.63
2. CreditslPayments
A.Priar Payments
B.Discount
Total Credits(A+B) (2)
3. Interest
(3)
4. If Line 2 is greater than line 1+Line 3,enter the difference. This is the OVERPAYMENT.
Fiil 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) 2,214.63
Make check payable to: REGISTER OF WILLS,AGENT.
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PLEASE ANSWER THE FQLLOWIN�Q1�ESTt4�B°�F�.ACit�G AN"X"IN THE A�PPRQPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or inoome of the propert�r transferred.......................................................................................... ❑ �
b. retain the�ight to designate who shall use the property transfer�ed or its income............................................ ❑ �
c. retain e�eversionary in#ecest.............................................................................................................................. ❑ �
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ �
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ �
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ �
4. Did decedent own an individual retirement acxount,annuity or other non-probate property,which
contains a beneficiary designation? ........................................................................................................................ ❑ �
IF THE ANSINER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
; \. :�::: ,�ai N��;�,. $n a,�v n xf �:..�";,�r..^�Y,:�.u�.r ' ��. .:S:a.��c .. ��.� . '�;;{ :�S, "#'� .;<�, � o S r��
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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 ta or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates of death an 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 ta�c retum are still applicable even if the sunriving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rate imposed an the net value of transfers from a deceased chifd 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 benefiaaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)].
• The tax rate imposed on the net value of transfers�o ar fior�e use of the decedent'�s�lings i�1�-percent(T2 P.S.§9116(a)(1.3)].A sibling is defined,
under Section 9102,as an individual who has at feast one�arerrt in common with the decedent,whether by blood or adopbon.
REV-isos Ex+(os-i2)
� pennsylvania SCHEDVLE E
DEPARTMENTOFREVENUE CASH, BANK DEPOSITS&MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: F'�LE NUMBER:
WINGERT Nancy S 21-12-0504
. Include the proceeds of litigation and the date the proceeds were received by the estate.
AIt property jotndy owned with rtghet of survivorship must be disclosed on Schedule F.
TTEM VALUE AT DATE
NUMBER DESCRIP'TION OF DEATH
�. Proc:eeds from Survivaf Action(see Distribution Sheet,Lien Payout Information Attached) 49,214.00
Court of Common Please
Cumberland Counfiy,Pennsylvania
Civil Action No.13-738
NOTE: The supporting documents for this tax retum are being supplied
to the Dspartment of Revenue ONLY#or-the purupose of confidentiality.
FUNDS DISTRIBUTED TO ESTATE JANUARY 2014
TOTAL(Also enter on Line 5,Recapitulation� � 49,214.00
If more space is needed,use additional sheets of paper of the same size.
REV-1513 EX+(01-10)
� pennsylvania SCHEDULE �
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OP: FILE NtlMBER:
WINGERT Nancy 21-12-05Q4
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEMNG PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec.9116(a)(1.2).J
i. Deborah Wingert Arkin Daughter 50%
144 Union Street Brooklyn,NY 11231
2. Melanie W.Stovin Daughter 50°�
9 Thombeam Way Hamburg,PA 07419
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES f5 THROUGH 18 OF RfV-1500 COVER SHEET,AS APPROPRIATE.
� `NON fil�8CE�1I�'FRtBk�(?f�S
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. . . . . . .
TOTAL OF PART II—ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.