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Home My WebLink About02-21-14 -J REV-1500 } 1505610143 EX(02-11) ��' OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes �E7ARTMENTOFREVENUE Po Box.zsoso� INHERITANCE TAX RETURN 2 1 13 0 12 0 0 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 09 20 2013 07 09 1948 DecedenYs Last Name Suffix DecedenYs First Name MI ABELA CARMEL (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ABELA YVONNE L 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 ❑ 2. Supplemental Return � 3,Remainder Return(Date of Death Priorto 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise � 5. Federal Estate Tax Return Required (date of death after 12-12-82) g Decedent Died Testate � Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes � (Attach Copy of Wilp � (Attach Copy of Trust) � 9. Litigation Proceeds Received ❑ �� between P2-31 91�a dt;Da95j f Death ❑ �� AttachnSchedule O)Sec.9t 13(A) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number JEAN D SEIBERT 717 232 7661 REGISTER'fl�WILLS USE ONLY a7 - -�- ;-n First Line of Address - 3631 NORTH FRONT STREET '.,;,.. -- Second Line of Address - •�7 ' --�; __ _ ., , . _ . ....._. y'.--i DE1�'.f FILED " c, City or Post Office State ZIP Code ,.�. � HARRISBURG PA 17110 � CorrespondenYs 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 knowiedge 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE u � Yvonne L. Abela �C�/ a Ress 3815 Lamp Post Lane, Camp Hill, PA 17011 SIGNATURE 0 REPARE�6"f�1ER�HAN REPRESENTATIVE DATE � � ��,�,�i"' Jean D Seibert � , ACaldw'� 8� Kearns P.C. � 3631 North Front Street, Harrisburg, PA 17110 Side 1 � 1505610143 1505610143 � � 1505610243 REV-1500 EX DecedenYs Social Security Number oeoadencs Name: A B E L A� C A R M E L RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Glosely Held Corporation, Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 0 . 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. g. Totai Gross Assets(total Lines 1 through 7).......................................................... g. 0 . 0 0 468 . 50 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10. 11. Total Deductions(total Lines 9 and 10).................................................................. ��. 4 6 8 . 5 0 - 468 . 50 12• Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)................................................. 13. - 468 . 50 14. Net Value Subject to Tax(Line 12 minus Line 13)................................................. 14. TAX COMPUTATION-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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X ,12 17. 18. Amount of Line 14 taxable at collateral rate X .15 �$• 19. TAX DUE................................................................................................................... 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 � 1,50567,0243 1505610243 � REV-1500 EX Page 3 File Number 21 - 13 - 01200 Decedent's Complete Address: DE E ENT'S NAME Abela, Carmel STREET ADDRESS 3815 Lamp Post Lane CITY STATE ZIP Camp Hill PA 17011 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 +g) (2) 0.00 3. Interest (3) 0.0 0 4. if Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.�0 Make Check Payable to: REGISTER OF WILLS, AGENT. ��`��`� ��'� �� £��',"�P� �,'�`� a��°� ��: � ��:�� ,��{� �`��3t�. - ,+ ��,� ��a„s�'�,-��..�.�x,�,�.�'�.�,i�: ��,'�� r:��az,��c.�� :.� ��u �� ., r a��k. ��a. � m� � , 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:.................................... � �x c. retain a reversionary interest;or.................................................................................................................. ❑ ❑x d. receive the promise for life of either payments,benefits or care?.............................................................. � �x 2. If 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?......... � Ox 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. ��..rG�^rT;--'�.� s.�'��.�rz�a$��"grc°'`t�a"",t,i" "�,:�� ,:'`� i� �'F � '� . "�nara ._ � 'e�-°.. �r^;��'t"'�x� 't a��;uae� . � .Y�' � � �"� .. . €e. .5..��.-�. �.«�.R•'[�.�a �.`�s, m�x;.tr .'�.� . ': ,cd :�s.`�.�sa n.r�r..�..3-,��tta 'x��._ 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 January 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)(u)]. 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 refurn are still applicable even if the surviving spouse is the onfy 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 ihe child is 0 percent[72 P.S.§9116(a)(1.2)]. •The tax rate imposed on the net value oi transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. •The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.69116(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,wfiether by blood or adoption. REV-1509 EX+(01•10) �;s pennsylvania � DEPARTMENT OFREVENUE SC H E D U L E F INHERITANCETAXRETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Abela, Carmel 21 - 13 -01200 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT Yvonne L. Abela 3815 Lamp Post Lane Wife q Camp Hill, PA 17011 JOINTLY OWNED PROPERTY: ITEM LETTER DATE Include name of fina cial in�titutlo na pd bank account numbe DATE OF DEATH %OF DATE OF DEATH NUMBER FOR JOINT MADE or similar identif in number.Attach deed for'ointi -held real VALUE OF ASSET DECD'S VALUE OF TENANT JOINT y g � y INTEREST DECEDENT'S INTEREST estate. 1 All assets held jointly. Estate opened to change 50% 0.00 ownership of life insurance only. No assets held individually. TOTAL (Also enter on line 6, Recapitulation) 0.00 REV-1511 EX+(10•09) ��;�,;�., pennsylvania SCHEDULEH � DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESIDENT DECEDEN7 URN ��INN 1 IV�111 V G�+tJJ� FILE NUMBER ESTATE OF Abela, Carmel 21 - 13 - 01200 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER ; FUNERALEXPENSES: -----�-- A. � B. ADMINISTRATIVE COSTS: �. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees Caldwell & Kearns P.C. --Jean D Seibert 175.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach expianation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 118.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7, Other Administrative Costs � Francis A. Zulii -Attorney fee 175.00 TOTAL(Aiso enter on line 9, Recapitulation) 468.50 REV•1bt5 EX+�01-10) �'�� pennsylvania SCHEDULE J '� DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Abela, Carmel 21 - 13 - 01200 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee�s) I, TAXABLE DISTRIBUTIONS(include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Yvonne L. Abela Wife 100% of Residue 3815 Lamp Post Lane Camp Hill, PA 17011 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II� NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 JAMES R.CIIPPINGER JAMifS L.GOLDSMITH C A L D W E L L & K E A R N S STANLEV J.A.LASHOWSKI A PROFESSIONAL CORPORATION OF COUNSEL DOUGLAS K.MARSICO JAMES D.CAMPBELL,JR. BRETf M.WOODBURN ATTORNEYS AT LAW CHARLESJ.DEHART,III MICHAEL D.REED MICHAEL A.FARRELL THOMAS M.FRATICELLI THOMAS D.CALDWELL,JR. PETER M.GOOD (192&2001) ELIZABETH H.FEATHER 3631 NORTH FRONT STREET DAVIDA.WION HARRISBURG, PENNSYLVANIA 17110-1533 CARLG.WASS 1EAN D.$EIBERT (1937-2010) GREOORV D.GEISS 717-232-7661 THOMAS S.LEE RICHARD L.KEARNS DAVID J.EVENHUIS FAX:717-232-2766 RETIRED JESSICA E.MERCY JOSEPH S.SWARTZ THEFIRM@CKLEGAL.NET '_l-] .-'�, ._,'� February 20, 2014 - ,- _ , Register of Wills Office °„ `f'T� Cumberland County Courthouse ,`� . One Courthouse Square �'j Carlisle, PA 17013 RE: Estate of Carmel Abela No. 2013-01200 Dear Register of Wills: Enclosed please find a Pennsylvania lnheritance Tax Return for the above mentioned estate. Kindly stamp our file copy and return in the envelope provided. Thank you. Very truly yours, � . _---, J . Seibert Caldwell & Kearns, PC .�S�il�et_t_'u ckl�l�nei JDS/dm Enclosures n � r = dD � � w �� N Z �� O C �� 0 � D � � 0 � z � � � � H o -� _.. � � � m �, m � w � � - � ` � � `� � � -�. \ � . � � � � � V" --"' '� -•; ' - = , , - � , �--, _ � '> _ _ , . . .. ,:: � �-_ , --r. -. � �- E' � � �r � � o o UNIT� D O N � o S m � � � '7, � p rn v �y � � n N ` p O � �li r� � o N � I�j � � O W O i � OrvO m fTl p a �( -� O ww, r{ � 'v � O A O y