The URL can be used to link to this page

Home My WebLink About03-07-14 ��rtc�. 1505610143 REV-1500 EX(02-11) I . OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code Year File Number Bureau of Individual Taxes ere"aTM��Of�'^E PO BOX.280601 INHERITANCE TAX RETURN 21 12 0282 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 01 01 2012 01 24 1939 Decedent's Last Name Suffix Decedent's First Name MI WILDMAN THOMAS A (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 2. Supplemental Return 3. Remainder Return(Date of Death Prior to 12-13.82) 4. Limited Estate 4a.Future Interest Compromiso (date of death arm 1242-82) 5. Federal Estate Tax Return Required 8 Decedent DIM Testate �' 7 Decade gM BIned�Living Trust (Attatll Copyofwill) Atutll G�opy of Truro 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10.b twee 1 P?3 1�md tjl) of Death 11.Election to tax under Sec.9113(A)and 5 (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number WAYNE M PECHT ESQ 717 691 9808 REGISTER OF WILLS US�ONLY First Line of Address `O r T 650 NORTH TWELFTH ST FR-Or> � C; Second Line of Address . .� r j r-n SUITE 100 ( C7O'''n City or Post Office D�LED - State ZIP Code LEMOYNE PA 17043 Can Correspondent's e-mail address: wpecht@pechtlaw.com Under penalties of pejury,I declare that I have examined t return,in uding accompanying schedules and statements,and to the best of my knovAedge and belief, it is true,confect and complete.Declaration of pre rer of than the rsonal representative Is based on all information ofwhich preparer has any knowledge. SIG TURE OF PERSON RESPONSIBLE FOR FILM RETU DATE argaret A Gilhool AD R 417 Clover Road Ett 17N1 SIG RES3A9 T E DATE Wayne M Pecht Esq. ADDRESS if 650 North Twelfth Street, Suite 100, Lemoyne, PA 17043 Side 1 L 1505610143 1505610143 J J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Wildman, Thomas A RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely 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. 19, 499 . 62 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous f�oq-Probate Property (Schedule G) a Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8_ 19, 499 . 62 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 140 . 00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 140 . 00 12. Net Value of Estate(Line 8 minus Line 11)... - . .. .. . 12. 19, 359 . 62 13. Charitable and Governmental Bequests/Sec 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. 19,359 . 62 TAX COMPUTATION SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 15 0 . 00 (a)(1.2)X.00 16. Amount of Line 14 taxable 19 359 . 62 16. 871 . 18 at lineal rate X .045 r 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.1 5 0 . 0 0 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 871 . 18 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. El Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21-12-0282 Decedent's Complete Address: DECEDENT'S NAME Wildman,Thomas A STREETADDRESS 1113 Bridge Street CITY STATE 21P New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 871.18 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. (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) 871.18 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;....................................................................... .... x 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?.................................................................................................................... x 3. Did decedent own an"in trust for' or payable upon death bank account or security at his or her death?....... ❑ ❑x 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. 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)(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(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)]. 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. Rov.1604 M.(6.90) SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR COMMONWEALTH OF MltnnVA SOLE-PROPRIETORSHIP 'NI RFFANCETA SEPAN RESJMW O cab ESTATE OF FILE NUMBER Wildman, Thomas A 21-12-0282 Schedule C-1 or C-2(IrKfudin9 all wopon0q Information)must be adactred for earn closelylreld Corporation/partnership interest of the decedent,ener than a We-proprietorship.Sae inslnicttons for Ne supponing information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Value of common stock for Wildman Home Products,Inc. 19,499.62 TOTAL(Also enter on Line 3, Recapitulation) 19,499.62 (If more space is needed,additional pages of the same size) Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule C(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wildman, Thomas A 21-12-0282 ITEM NUMBER DESCRIPTION AMOUNT Probate Fees 1 Register of Wills,Cumberland County-10/1712012-Additional Probate Fee 15.00 2 Register of Wills,Cumberland County.-07/0112013 -Additional Probate Fee 45.00 H-B4 60.00 Other Administrative Costs 3 Register of Wills,Cumberland County-Filing Fee, Inheritance Tax Return and Inventory 30.00 4 Register of Wills, Cumberland County-Filing Fee,Supplemental Inheritance Tax Return and 30.00 Inventory 5 Register of Wills, Cumberland County-Filing Fee, Estate Settlement Agreement 20.00 H-B7 80.00 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) t REV-1513 EX.(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Wildman,Thomas A 21-12-0282 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Margaret A Gilhooly Daughter Thirty-Three and 417 Clover Road One Third Efters, PA Percent of residual estate Andrew T Wildman Son Thirty-Three and 58 Red Barberry Drive One Third Etters, PA 17319 Percent of residual estate Richard A Wildman Son, Thirty-Three and 206 Hemlock Road One Third New Cumberland, PA 17070 Percent of residual estate Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropr iate. NON-TAXABLE DISTRIBUTIONS: II. 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 Copyright(c)2010 form software only The Lackner Group,Inc. Forth PA-1500 Schedule J(Rev.01-10)