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Home My WebLink About01-28-14 e " J 1505610140 REV-1500 F` (°, ,°) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 260601 INHERITANCE TAX RETURN r� Harrisburg PA 17128-0601 RESIDENT DECEDENT (� 1 ENTER DECEDENT INFORMATION BELOW 1 2 0 3 2 0 1 2 0 8 1 6 1 9 5 3 Decedent's Last Name Suffix Decedent's First Name MI H U F F D E B O R A H B (R 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 Q 1.Original Return 2.Supplemental Return ❑ 3.Remainder Return(date of death prior to 12-13-82) 4.Limited Estate E] 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required death after 12-12-82) 6.Decedent Died Testate [] 7.Decedent Maintained a Living Trust 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) rl 9.Litigation Proceeds Received 10.Spousal Poverty Credit(date of death 11.Election to tax under Sec.9113(A) between 1231-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAXI RMATION SH61ILD BEARMTED TO: Name DaydmdEe9hone Number 1'n Cy D 0 U G L A S G - M I L L E R 7 1�iaa4 � 2030 3 D r... ry 6 1 MOF WW �4$raa7NEY C C3 First line of address G7 C67 Z3 T CJ Y I R W I N & M c K N I G H T P - C - 7 r- Second line of address D 6 0 W E S T P 0 M F R E T S T R E E T City or Post Office State ZIP Code DATE FILED C A R L I S L E P A 1 7 0 1 3 Correspondents 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 be of, i d complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SRiNAT -- RE SPONSIBLE FOR FILING RETURN DATE 2 ( `P AATORESS 131 "En STREET CARLISLE PA — 17013 SIGNA OF ARr OT RTLW REPRESENTATIVE a3 7 ADDRESS 60 WEST POMFRET STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX 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 and Notes Receivable(Schedule D) . . .. ... .... ... ...... ...... 4, 5- Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . .. . 5. 3 5 9 1 7 4 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . 6, 7. Inter-Vivos Transfers&Miscellaneous N Probate Property (Schedule G) N -Probate Billing Requested .. .. . . . 7. 8. Total Gross Assets(total Lines 1 through 7) . .. .. ... .. . .. .. . 8. 3 5 9 1 7. 7 4 9. Funeral Expenses and Administrative Goals(Schedule H) .-.... . . ........ 9 6 3 4 5 . 3 4 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . 11. Total Deductions(total Lines 9 and 10) ..... ......... ....... . 6 3 4 5 . 3 4 12. Net Value of Estate(Line 8 minus Line 11) .. . . . . . . . .. . . .. . . . .. .. . .. .. 12. 2 9 5 7 2 4 0 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, 2 9 5 7 2 4 0 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15, Amount of Line 14 taxable at the spousal tax rate,or transfers under See.9116 (a)(1.2)X.O _ 2 9 5 7 2 . 4 0 15. 0 . 0 a 16. Amount of Line 14 taxable at lineal rate X 045 0 . 11 11 16, 11 0 a 17. Amount of Line 14 taxable at sibling rate X 12 0 . 0 11 17. 13 18. Amount of Line 14 taxable at collateral rate X.15 0 . a a 19. TAX DUE . ... ... .. ........ ....... ......... ....... 19, G 11 0 20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 REV•1500EX Page File Number Decede'nt's Complete Address: 0 0 DECEDENTS NAME DEBORAH B. HUFF STREETADDRESS 131 "E"STREET CITY ST TE ZIP CARLISLE PA 17013 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) 0.00 3. Interest (3) 4. If Line 2 is greater than Line f+Line 3,enter the difference.This is the OVERPAYMENT. F01 in oval 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) 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; ..................................................................... 171 b_ retain the right to designate who shall use the property transferred or its income; ..................... 1:1 ❑ c, retain a reversionary interest;or ................................................................................................ ❑ d. receive the promise for rife of either payments,benefits or care? .................................................,..... ❑ lX 2. If death occurred after December 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 designalion?.................................................................................................. ❑ I] 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 PS.§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)].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-1508 EX+(0812) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS Sr MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: DEBORAH B. HUFF 0 0 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. CASH-DISTRIBUTION FROM THE ESTATE OF LAWSON L. THUMMA 35,917.74 TOTAL(Also enter on Line 5,Recapitulation) $ 35 917.74 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(10-09} pennsyivania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DEBORAH B. HUFF 0 0 Decedent's debts must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 3,059.84 2. FUNERAL WAKE/DINNER 892.00 S. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representa6ve(s) Street Address City State ZIP Year(s)Commission Paid: 2, Attorney Fees: IRWIN &MCKNIGHT, P.C. 2,3%00 3. Family Exemption:(If decedents address Is not the same as claimants,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 6 Accountant Fees: 6. Tax Return Preparer Fees: 7. REGISTER OF WILLS 43.50 TOTAL(Also enter on Line 9,Recapitulation) $ 6,345.34 If more space Is needed,use additional sheets of paper of the same size. NEV-t5i3 EX+{oi-to) pennsyivania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: DEBORAH B. HUFF 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE T TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(12).) 1. PATRICK F. HUFF Spousal 29,572.40 131 "E" STREET FIRST$30,000.00 CARLISLE, PA 17013 + 1/2 REMAINDER 2. CHRISTOPHER ZEIGLER Lineal 615 S. FRONT STREET 1/3RD OF HARRISBURG, PA 17104 1/2 REMAINDER 3. WESLEY P. HUFF Lineal 131 "E"STREET 1/3RD OF CARLISLE, PA 17013 1/2 REMAINDER 4. J. PATRICK HUFF Lineal 131 "E"STREET 1/3RD OF CARLISLE, PA 17013 1/2 REMAINDER ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF 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: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART U-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. ......... . ..... . # 219 Nvfi Harxsys39*eet Cadoe,Femm-Wcr5a 17013 717.243.4511 ni free 1 51.4511 f=717143.3723 7171T17243.3723 �%u %,Jxfimiarmhca FUNERAL HOME & CREMATORY, INC, hfoghdf rmrvchcc {3 tg3etiiF as-9a�e dot SL&MEf -VkeP=AW ,1 .'zeitA.F:lbaml0—Smpeicrmr eld=C,.Sbaff�—r-mmiDirmiar David EFem1D—Finaal Dimtn September 6, 2013 Mr. Patrick F Huff 131 East Street Carlisle, PA 17013 Statement of Funeral Expenses for: Deborah B. Huff Date of Death: December 3, 2012 PACKAGE: Immediate Cremation, Memorial Service at Funeral Home OPTION 3-Cremation $ 2,450.00 Sub Total: $ 2,490.00 TOTAL FUNERAL HOME CHARGES: $ 2,4$0.00 CASH ADVANCES: 8 Certified Death Certificates at$6.00 each $ 48.00 Newspaper Notice-Sentinel $ 146.62 Newspaper Notice-Patriot - $ 13822 Flowers $ 212.00 Coroner's Fee $ 25.00 Sub Total: $ 568.84 Total Funeral Expense: $ 3,058.84 Total Payments Made: $ 3,059.84 Balance: $ 0.00