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HomeMy WebLinkAbout01-16-14 J Penns Ivanla 1505613110 mmnnm av ne. Ex(06.13) REV-1500 OFFICIAL USE ONLY Bureau PO BOX 25601 Taxes INHERITANCE TAX RETURN County code Year File Number Harrisburg,PA 17128.0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 02252013 01011926 Decedent's Last Name Suffix Decadent's First Name Mi CASS F SANTOS, JR (ESTATE) (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 FILET}IN DUPLICATE WITH THE FILL IN APPROPRIATE BOXES BELOW REGISTER OF WILLS 1. Original Return 2. Supplemental Return CD 3. Remainder Return(date of death Prior to 12-13-82) 4. Agriculture Exemption 5. Future interest Compromise(date of Q 8, Federal Estate Tex Return Required date of death on or after 7-1-2012) death after 12.12-82) 0 7. Decedent Died Testate Q 8, Decedent Maintained a Living Treat 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) Q 10. Litigation Proceeds Received 11, No Taxable Asset Return Q 12. Election to Tax under Sec,9113(A) (Attach Schedule 0) CORRESPONDENT-THIS SECTtDN MUST BE COWLI-.IED.ALLCORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number STEVAN F SANTOS 7179195560 First Line of Address 814 BERNE COURT Second Line of Address City or Post Office State ZIP Code n <, f HUMMELSTOWN PA 17036 w C— _ 4REGI 415E LLS U%F ON64 G REGISTER E ONLY r m Q7 m m DATE FILED --D C, O C? C3 � O � '.ri -Tt n O -3 :r. :2 9 F C1 v � s—• r m Correspondertrsemall address: WILLJAY1960a9AOL.COM _ 'DATEF)LEDS P co C:Ii Under penalties of perjury,t declare f have examined this urn,Including accompanying schedules and statements,and to the best of my knowledge and belief,it Is true correct and complete.Declarafbrt of re arar of r than the personal representative is based on all Information of which ra has any knowled . SIGNATURk.QS PARSON RE 13LI FOR FILI ETURN ADDRESS 814 BERNE COURT HUM OWN PA 17036 SIG 0TH AN R ENTiTIVE DATE 01/13/14 ADDRESS 4400 10 GL OWN ROAD SUITE 105 HBG, PA 17112 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505613110 1505613110 J 1505613210 REV-1500 EX RECAPITULATION 1, Real Estate(Schedule A)...... ..._............. .. ..... ..... ...... . 1. 0.00 2. Stocks and Bonds(Schedule B).._ .................... .. ... ........ 2. 0. 00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)... 3. 0. 00 4. Mortgages and Notes Receivable(Schedule D). .. ... . . .. ... . . .. ... . ... . 4. 0 .00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).... . 5. 4 4 7 0 . 82 6, Jointly Owned Property(Schedule F) (Separate Billing Requested. ... ... 6. 0 . 0o 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ©Separate Billing Requested .. .. .. . 7, 0.00 8, Total Gross Assets(total Lines 1 through 7).. .. .. .. . . .. . ... . 8 4470 . 82 S. Funeral Expenses and Administrative Costs(Schedule H). . . . .. . . ... . . . .. . 9. 458 . 00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule i).. . .. . .. . . .. .10. 3 414 . 00 11, Total Deductions(total Lines 9 and 10) . . .. . . .. .. . . .. . . . .. ... . . .. . .. 11. 3872. 00 12. Net Value of Estate(Line 8 minus Line 11) . . .. ... . . .. .. . .. .. .. ... .. ..12. 508 . 82 13. Charitable and Governmental Bequests/Sec:9113 Trusts for which an election to tax has not been made(Schedule J)... .. . . ... .. ......... . 13. 59.93 14. Net Value Subject to Tex(Line 12 minus Line 13) 14L S38 .89 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 0 15, 0.00 16. Amount of Line 14 taxable attineairate X.o 45 539 .00 16. 24 . 26 IT Amount of Line 14 taxable at sibling rate X .12 17. 0.00 18. Amount of Line 14 taxable at collateral rate X • 15 18. 0 . 00 19. TAX DUE. . .. . .. . . . . .. . . .. . . . .. 19. 24 . 26 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 1..... 1505613210 1505613210 REV-1500 EX Page 3 Fire Number 130-16-1603 Decedent's Complete Address: 2013-01216 DECEDENTS NAME � CASS F SANTOS JR STREETADDRESS 100 MTALLEN DRIVE CITY STATE ZIP HARRISBURG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2426 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+8) (2) 0.00 3. Interest (3) 4. if Line 2 is greater than Line i+Line 3,enter the difference.This is the OVERPAYMENT. Fill In box on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 2426 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN"X"IN THE APPROPRIATE BLOCKS t. Did decedent make a transfer and: Yes No a, retain the use or Income of the property transferred......................................................................................... ❑ X❑ b. retain the right to designate who shall use the property transferred or its income............................................ © [� c. retain a reversionary interest............................................................................................................................. © ❑ 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 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 1,1994,and before Jan. t,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 172 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 dosed on the net value of transfers to or for his use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)1. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 P.S.§911 6(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. REV-1506 EX-(08-12) SCHEDULE E pennsytvania CASH, BANK DEPOSITS, & MISC. aEPART E INHERITANCE TA%RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: CASS(ESTATIE)F SANTOS JR 2013-01218 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. BANK 4,470.82 TOTAL(Also enter online 5, Recapitulation) $ 4,470,82 If more space is needed,use additional sheets of paper of the some size. REV-1511 E%+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE DECEDENT E ADMINISTRATIVE COSTS ERITANCE TAX TURN RETURN ESTATE OF CASS ESTATtE F SANTOS JR FILE NUMBER 2013-01218 ITEM Decedent's debts must be reported on Schedule I. NUMBER A. FUNERALEXPENSES: DESCRIPTION AMOUNT 1. B. ADMINISTRATIVE COSTS: 1 Personal Representative Commissions: Names)of Personal Representative(s) STEVAN FSANTOS Street Address 814 BERNE COURT city HUMMERELSTOWN State PA ZIP 17036 reads)Commission Paid: NONE 2. Attorney Fees: 3. Family Exemption:(If decedent's address Is not the same as claimant's,attach explanation.) Claimant STEVAN F SANTOS street Address 814 BERNE COURT City HARRISBURG state PA ZIP 17036 Relationship of Claimant to Decedent SON 4. Probate Fees: 5. Accountant Fees: 108.00 300.00 R. Tex Return Preperer Fees: 7. 50.00 TOTAL(Also enter on Line 9, Recapitulation) $ If more space is needed,use additional sheets of paper of the same size. 458.00 REV-1512 EX.(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER CASS(ESTATtE) F SANTOS JR 2013-01216 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death,Including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MMESSIAH VILLEGE 3,414.00 TOTAL(Also enter on Line 10,Recapitulation) $ 3,414.00 If more space Is needed,insert additional sheets of the same size. REV-1513 EX+(01.10) pennsylvanla SCHE(3ULE J DEPARTMENT OF REVENUE ' INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: CASS I ESTATtE F SANTOS JR 201301218 RELATIONSHIPTO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS(Include au 1910 spousal distributions and transfers under Sec.9115(a)(1.2)] 1. LAURALIE R BROCK/45`Yo DAUGHTER 269.70 2. CASS SANTOS/46% SON 269.70 3' STEVEN F SANTOS 10% SON 0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 10 OF REV-1500 COVER SHEET,AS AP PROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1, BAPTIST MID-MISSION 110% 59.93 TOTAL OF PART It—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 58.83 If more space is needed,use additional sheets of paper of the same size.