HomeMy WebLinkAbout01-07-14 (2) ' -� 13051;10101
REV-1500 7 (m-,a>
PA Department of Revenue Pennsylvania
OFFICIAL USE ONLY
Bureau of individual Taxes "' County Code Year Die Number
PD BOX 1 INHERITANCE TAX RETURN
Harrisburg,
Harrisburg,PA PA 17i28-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
/ �� 0-4,53r
l Decedent's Last Name Suffix Decedent's First Name MI
l rP r ® n jR1411jt-j I I I
(if Applicable)Enter Surviving Spouse's information Below
Spouse's Last Name Suffix Spouses First Name TT �(MII'�!
�Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
tIIIIIS, 1.Odginai Retunn C? 2.Supplemental Return CM 3. Remainder Return(date of death
prior to 12-43.82)
CM 4. Limited Estate p 4s.Future Interest Compromise(date of C=) S. Federal Estate Tax Return Required
death after 12.12-82)
C ) S.Decedent Died Testate 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
Q 9.Litigation Proceeds Received Q 10.Spousal Poverty Credit(date of death Ci 11. Etecilon to tax under Sec.9113(A)
between 12-31.91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
�
JC) / LFy 3 .
REGISTER OF WILLS USE ONLY
First line of address 1 RECORDEDOFF(CEOF
REGlMROFWW
Second line of address 2014 3AN 7 y CLERiCOFORPNANS'COURT
CUMBERLANDCOUN'Ty
City or Post Office State ZIP Code µ l y.. DATE FILED
c W-41-1/ � 4 1/ 17;71 131 M9 ,
Correspondent's e-mail address:
Under penalties of partury.I declare mat I he"examined this return,includkg accompanying schedules and statements,and to the best of my knmiedge and belief,
it Is true,correct and complete.Declaration of preparer other than the personal repraaemative is based on all Intonation of which preparer has any knowiodge.
SIGNATURE OF PERS RESPON,S,t§LE FOR FILING RETURN DATE
ADDRESS
/!d//t� /YJ �DIJ�c � /c La. �92u�c� �'r� /7oi
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE �— DATE
ADDRESS
PLEASE USE ORIGINAL FORM ONLY
Side 1
t 1505610101 1505610101
' 1�
1505610105
REV-1500 EX
Decedent's Name:\-10 / G.GY
RECAPtT 11 ATION
1. Real Estate(Schedule A). .................................
........... 1.
■ II 11
2. Stocks and Bonds(Schedule B) ....................................... 2.
3. Closely Held Corporation,Partnership or Sale-Proprietorship(Schedule C) .... . 3. +.
4. Mortgages and Notes Receivable(Schedule D)........... ...... .......... 4. r
S. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5.
6. Jointly Owned Property(Schedule F) p Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested........ 7.
: #
. .r
8. Total Gross Assets(total Lines 1 through 7)..................... ...... .. B.
9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. ,
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1)....... ....... 10. .,
11. Total Deductions(total Lines 9 and 10)................................. 11. ,.
12. Net Value of Estate(Line 8 minus Line 11) .. ........ .................... 12. a D
13. Charitable and Governmental Sequests/Sac 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.
TAX CALCULATION•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.0_ 15.
16. Amount of Line 14 taxable min at lineal rate X.0� 16. r T U
17. Amount of Line 14 taxable
at sibling rate X.12 17.
18. Amount of Una 14 taxable or
at collateral rate X.15 10.
19. TAX DUE ........................ ................................. 19. -
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Side 2
1505610105 1505610105
REV-1500£X Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Jo,G_zg&_),_E: SY
STREET ADDRESS
CITY-.—..._ -..� �,/� .. }�lL�� STATE
Tax Payments and Credits: /
1. Tax Due(Page 2,Line 19) (1)
2. Credits/Payments
A.Prior 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.
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) f r 4 , L
r'.
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;................................*............... ......*............*..............- 0
b. retain the right to designate who shall use the property transferred or its income;.......................................... n 29
c. retain a reversionary interest;or...........__...................................................................................................... 0
d. receive the promise for life of either payments,benefits or care?.........._.....___............................................. 0 ®,
2. It death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?._...................................................................................................,.... 0
3. Did decedent own an'in trust for"or payable-upon-death bank account or security at his or her death?.............. 0
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 11,1994,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)(1)].
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 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 return 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)(11)].
• 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(1.2)(72 P.S.
• The tax rate imposed on the net value of transfers to or for the use of the decedent'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.
PfV-t^z4IX<{t8n
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE fAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jz7�
C;7- LL LL//3 -t�f 7
R an asset was made joint within one year of the decedent's date of death,It must he reported on Schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
A. .J 1.4- / /(/ In/,b o -[=SE.X'- /( / . -.j Cam. /
M
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Inc*ft Hama of MaKial WAUM and bank WDOW nunbua a;imit9r gnumber.Attach DATE OF DEATH DECDS VALUE OF
NUMSER TENANT JOINT dead Ta Oney-had teal estate. VALUE OF ASSET INTEREST DECEDENT's INTEREST
1. A. � /7/prJ - s v-�� 53 Gj. y � �" 7 ®
TOTAL(Also enter on line 6,Recapitulation) $ tf 7 a
(if more space is needed,insert additional sheets of the same size)
YEAR-2013 REAL ESTATE TAX SILL - SCHOOL DISTRICT
DATE 07/01/2013
2W Discount 10% Penalty Pin BXBVLH BILL # 212610
i DONNA M AH BOROUGH Option 1 I By 08/31/13 10/31/13 12/31/13
I 125 EAST C BOROUGH TAX COLLECTOR 11 Pavmentl Pay 1 $229.36 $234.04 $257.44
I 125 EAST CENTER STREET SUITE 2 # Pay By Pay After Pa
111 SHENANDOPI-I PA 17976 Option 2 1 1 08/01/13 $78.02 FULL
(570) 462-4124.0 13 Paymental 2 1 09/01/13 $78.01 $85.81
I
HO 1 3 10/01/13 $78.01 $85.81
MON &
N & WED 10AM-SPM VALUES Land Improved Total
Assessed 1 1250 1 5740 6990
TUES &THURS 10AM-6PM DEC 31 L0AM-1PM Exclusion 1 465 1 2134 2599
1ST SATURDAY 10AM-12PM Net 1 785 1 3606 4391
CLOSED FRI&SUN-HOLIDAYS-DEC 16 TO 22 PA Taxnaver Relief savings $138.53 I
Type of Tax Mills AMOUNT
RILEY, JOSEPHINE D (DECD)
1 School Real Estate Taxl 53 300 234.04 161 N MIDDLESEX RD Tax Id #: 64-8-260
'�('1 .02 Acres
CARLISLE PA 17013 13X75
221 S WEST STREET
Notice of Property Tax Relief: Your Tax bill has
�! been reduced by a Homestead/Farmstead Exclusion
provided under the PA Taxpayer Relief Act
1
THIS DEED
Made the 22nd day of September in the year of our Lord one thousand nine hundred and
ninety-eight (1998),
I
BETWEEN JOSEPHINE D. RILEY, Widow. of Shenandoah, Schuylkill County, Pennsylvanmi
,a (hereira ez alle- v: Grantor). of the first part. and
JOSEPHINE D. RILEY, Widow. of Shenandoah. Sehuvlkill Counrv. Pennsvhania and jOiLL\
RILEY. JR.. of Harrisburg. Pennsylvania, as joint tenants with right of survivorship and not as
to
tenamsin common (hereinafter called the Grantees), of the second part,
g" WITNESSETH that in consideration of the sum of ONE ($1.00) DOLLAR, in hand paid, the
receipt whereof is hereby acknowledged, the Grantor, does hereby grant and convey unto the
Grantees, their heirs and assigns, as joint tenants with right of survivorship and not as tenants in
common,
ALL THAT CERTAIN part of a lot or piece of ground situate on East side of South West
Street in the Borough of Shenandoah, Schuylkill County and State of Pennsylvania, bounded and
described as follows:
BF,GINNING at the south-west corner of Lot Five (5) in Block Seven (7); thence
Southwardly, along West Street a distance of Eleven (11') feet; thence Eastwardly, and at right
angles to said West Street,a distance of Fifty (50')feet; thence Southwardly, and parallel with said
West Street a distance of Four(4') feet: thence Esswardly and parallel with the Southern line of Lot
J. of o thence nouhwardly. and parallel
with said West Street, a distance of Fifteen (15') feet to the souther-ii i ine of Lo: k i s e I' � - B'
Seven(7);thence Westwardly,along the southern line of Lot Five(5) in Block Seven (7). a distance
of Seventy-five(75') feet to the place of beginning.
TOGETHER with the frame dwelling known as No.221 South West Street in the Third Ward
of the Borough of Shenandoah, County of Schuylkill and Commonwealth of Pennsylvania.
Parcel -61-8-260.
Being the same premises which Alma McCaughey Herman and Hannora McCaughe%
Ile; s'k1%. E ecutrces of the Estate of John J. McCaughe}. Deceased b} their deed dated Januan
9. : ad CoeLnn: Deed Book 1094 at page 5 #. Granted and con et ed
'9-6. roroe :, di ..iT _:Jc`4 n r D. R;e` Wt w.
d
operadon o faw.
GRANTING ALSO alI rights,privileges and easements,etc.. and IL-NDER AND SUBJECT
TO all exceptions and reservations contained in prior conveyances of this property.
This is a con evance from mother to mother and son.
THIS DOCUMENT NIAY NOT SELL, CONVEY, TRANSFER. INCLUDE OR INSURE
THE TITLE TO THE CO.A-L .AN-D RIGHT OF SUPPORT L? DER-\EATH TIE SURF CE
L.-1.\-DDESCRIBEDORR-FERRFT)Tn PFPI: 1 s\-n rt-m r%" �=n nn r.,,-.-+-" ". ------
k0m so
is Z Ciial Z�,- UICI-Ttl MOZhel t;je. and-
IT-ES, N-L-k-N No TSELI-CONt—E V- TFLIAN'-;-;�E?, D�CLUDE OR INS
Nk A —Cl 7
FHE 71 k LE 0 k Fj-- COAL AND RiGH i OF� KWORT i DERNE -:--E S L
D� lh• ()
: a 0 N-
EE
COAL NLAN t A%% E "FHE co!�TLEIEUEGAL RiGHP Mao- Au 0- IZUCH cf:kii
AND-;L_"�VFOUSE. BLILDr�G OR OTT-FER STRUCIL-RE ON OR fX SUC-4-i L-V-D
-kND the Grantor does herebv covenant to and--vith the Gnantees the-,tie-4C--.ZT, ALL T
jr Znj� V� Ll
�N\ 0433 PC, 0 02 0
specially Warrant and forever defend the within described premises, with the hereditaments and
appurtenances unto the Grantees,their heirs and assigns, as joint tenants with right of survivorship
and not as tenants in common,against the Grantor and against every other person lawfully claiming
or who shall hereafter claim the same or any part thereof,by, from or under it,them or any of them.
AND it is agreed by and between the said parties hereto that the use of the masculine herein shall
and does include the feminine and neuter gender and likewise the singular herein shall and does refer
to and include the plural thereof.
In N itness Whereof, the Grantor has caused these presents to be duly executed, the day and year
first above written.
Signed, Sealed and Delivered
IN THE PRESENCE OF
(SEAL)
r 1 Jose hine D. Riley t
STATE OF PENNSYLVANIA
ss:
COUNTY OF SCHUYLKILL
On the 22nd day of September 1998, before me, allotary Public in and for
the State of Pennsylvania. the undersigned officer. personally appeared Josephine D. Riley known
- to me for sausf=oiki1-proven)io be ine perR__'_ xY iK v,;.: :5 c,�y�4-,_�Y ;�--h- r,ti,itiiin ir: ,in en Z.
and acknowledged that she executed the same for the purposes therein contained.
In Witness Whereof, I have hereunto set my hand and official seal.
p rl d
No ry Public = -10
The address of the above-named Grantee Notarial.,
is 221 S. West St.. Shena doah, PA 17976
Mar Labonski. of u tic T
Shenandoah 8oro.Sch' I 'It our+ty'
My Commission Expires Aug.4,2 01
�� This p=,nsylvaaia Association of Notaries
On Oehalf of the, tee
j Recorded in the Office for Recording of Deeds in and for
in Deed Book No.
page &c.
'fitness my hand and seal of Office this
day of Anno Domini 19