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Home My WebLink About02-06-14 .• f �y I 1505610101 'REV-1500 Ex t°1-'°' ! IPA Department of Revenue Pennsylvania OFFICIAL USE ONLY IBureau of Individual Taxes oEO.a.�E..oF jNHERITANCE TAX RETURN County Code Year File Number I PO BOX rg,PA 1 (Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11/02/20 1 3 0 5/01/1918 Decedent's Last Name Suffix Decedent's First Name MI FITZGERALD ISABEL M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1.Original Return O 2.Supplemental Return O 3. Remainder Return(date of death prior to 12-13-82) O 4. Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) QD 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election 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 COLLEEN M. GAUMER (717)766-2396 C _ :a REGIST ILLS USE-"LY C) u � Z► f" to :� First line of address /-n rn ni 2397 ROLLING HILLS DRIV x Second line of address C, C) � - DATE FILED r` City or Post Office State ZIP Code - . .. . . - - - __J -r7 MECHANICSBURG PA 17055 Correspondent's e-mail address: Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. S 1GNATVRE OF PERSON R�Sq?NSIBLE FOR FILING RETURN DATE 0 Q 1 94 � ADDRESS COLLEEN M. GAUMER 2397 ROLLING HILLS DRIVE, MECHANICSBURG, PA 17055 SIG URE OF P EPARER ER THAN 'EPRESENTATI DATE A ES M. BACH,ATTORNEY-AT-LAW, 352 SPORTING HILL RD, MECHANICSBURG, PA 17050 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: ISABEL D. FITZGERALD RECAPITULATION 1. Real Estate(Schedule A). .. ... .. ..... ..... .. . ... .... . .. .. . .. . ..... . . . 1. 340.00 ' 2. Stocks and Bonds(Schedule B) .. .. .. . ..... . . . .. ..... ... .. . . . .. . .. .. . . 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. i 0.00 I 4. Mortgages and Notes Receivable(Schedule D). . . . . . . . . . .. .. . . . . . . .. .. . . . 4. 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)... .... 5. 1,752.90 6. Jointly Owned Property(Schedule F) O Separate Billing Requested . ..... . 6. 6,449.15 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property ! (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets(total Lines 1 through 7)... .. ... . . . .. .. ... . ....... ... 8. 8,642.05 ti 9. Funeral Expenses and Administrative Costs(Schedule H). ......... . ... . .... 9. 15,946.99 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) .. .. . . . ..... .. 10. , 11. Total Deductions(total Lines 9 and 10)...... .......... . . . . .. .... . .. . . .. 11. 15,946.99 --1 12. Net Value of Estate(Line 8 minus Line 11) . . ........ . .. ... ....... . .. ..... 12. 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) .... .. . . . . ... ....... ... . 13. I 14. Net Value Subject to Tax(Line 12 minus Line 13) .. . . . ... . .... . .. ... ...... 14. 0.00 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- 16. Amount of Line 14 taxable at lineal rate X.0 6 16. 0.001 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable - at collateral rate X.15 - _ 18. 19. TAX DUE ... ... . . . .... . .... ... .. ... . .... . . . . .... . .. . . . . ... ... .. . .. 19. 0.0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O I i Side 2 1505610105 1505610105 J REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME ISABEL D. FITZGERALD STREETADDRESS 251 INDIAN CREEK DRIVE CITY STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 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) 0.00 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;.......................................................................................... ❑ 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?...................................................................... ❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?..............................................................................:............................... ❑ E 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ Q 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ X❑ 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 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 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)(1.2)]. • 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.§9116(a)(1)]. • 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)1.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-1502 EX+(12.12) �pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: I ISABEL D. FITZGERALD All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value 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,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION >. (CEMETERY PLOT(DIOCESE OF HARRISBURG) 340.00_ r— ----i. - .............. 1 I I ......._�.__.. rte. _,.. ___....--..._ _�. . ... ,.--.--- ._.--_•...�..-......_..-...-..�_...._:_..r .�.---._-_ . ,... �4"�._-l4J*:--. .. __-' _..�z;: - TOTAL(Also enter on Line 1, Recapitulation.) $j- 340.001 If more space is needed,use additional sheets of paper of the same size. REV-i5o8 EX+(o8-12) pennsylvania SCFIEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY - RESIDENT DECEDENT 1 ESTATE OF: FILE NUMBER: ISABEL D. FITZGERALD Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH - _ --------'--- ---- - --- --- --- - -------—. 1. JCASH ON HAND 227.90 a -.... -i-.__--rs-. :.--:: .--. -r:-- .. ��__�__--_.�____-_._�. —._�_..__,�__T__ ��..q^T"�lYTi'fl.^.C��t^^"�C'•'f .� 2.' JEWELRY — 9 1,025.00`) 3• FURNITURE 500.00 • I I 7 .-_ r 1 , iI r tt t r:.--_a '1 I__.._._.�—.—.--e-_.-`-_•-_.._ ._----_^2_^_ - _.._.— ...._. __..—_._ _. .... ____a-�'.sue—.. �"��' S?�:,_ ir;'v'! y_L !f rr k7 - ': -- - - ' TOTAL(Also enter on Line 5, Recapitulation) $ i° 1 1,752.90 # If more space is needed,use additional sheets of paper of the same size. i REV-15og EX+(o1-1o) IRpennsylvania SCHEDULE F DEPARTMENT OF REVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ISABEL D. FITZGERALD If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. - �, ... .�.�. CHECKING ACCOUNT HELD BY METRO BANK ENDING 5385 2,451.43 50 1,225.71 2 B CD HELD BY METRO BANK ACCOUNT ENDING 559 10,446.87 ? 50 5,223.44 E-7-7- 4 € 1 . w .� 0 TOTAL(Also enter on Line 6, Recapitulation) $ 61449.15 If more space is needed,use additional sheets of paper of the same size. C REV-1511 EX+ (08-13) Ow pennsylvania WIT SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ISABEL D. FITZGERALD Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: _ 1' MALPEZZI FUNERAL HOME r.. T 15,332.99 i B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 'i 3• Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7• APPRAISALS OF PERSONAL PROPERTY 230.00 8. REGISTER OF WILLS,CUMBERLAND COUNTY(PROBATE) 159.00 9. THE GUIDE(LEGAL ADVERTISEMENT) 75.00 10. CUMBERLAND LAW JOURNAL(LEGAL ADVERTISEMENT) ± 150.00 7. - TOTAL(Also enter on Line 9, Recapitulation)1 $11 15,946.99 If more space is needed, use additional sheets of paper of the same size. 1 JAMES M. BACH Attorney At Law 352 S. Sporting Hill Rd., Mechanicsburg, PA 17050, Tel: (717) 737-2033 January 22,2014 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle,PA 17013 RE: Estate of Isabel D. Fitzgerald Dear Register of Wills: Enclosed herewith please find the original and one copy of the Pennsylvania Inheritance Tax Return (Rev. -1500). I am also enclosing a check in the amount of$15.00 payable to the Register of Wills which represents the filing fee. Kindly process in your normal fashion. Respectfully, es I Bach Attorney at Lam JMB/alr C) m c -T G ca Encl: Pennsylvania Inheritance Tax Return co OD Check for$15.00 M r- m rn C-- r .rn � CD T1 Lisa A Grayson, Esq. Register of Wills & One Courthouse Square Clerk of Orphans' Court Carlisle, PA 17013 www.cepa.net Marjorie A. Wevodau First Deputy . - Phone: (717)240-6345 Wayne M.Pecht, Esq. Fax: (717)240-7797 Solicitor OFFICES OF Neg-b&4 o f W if d eeeA of ffie Uyp ham) ea" &m&t1and eoutzc,,z Date: l We are unable to process the enclosed document. It is being returned to you for the following reason: ❑ Must be filed in duplicate. ❑ Did not include the filing fee of$ (Made payable to Register of Wills) ❑ Did not include the research fee of$5 per name (see Request for Research form attached). ❑ Your Inheritance Tax payment has been processed. You will find your receipt enclosed. i (%l5'UD wok 1 i n n- If you have any questions or concerns, please call the office at 717-240-6345 between 8:00 a.m. and 4:30 p.m. Initials CD l al Cl) ( t Cl) cr W 0 cc cc ? V Q- 0 d71 O CD rt pt w C) �- � N n � � n -D a f.