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Home My WebLink About01-24-14 (3) ' � � 15�5610105 REV-150��coZ-s��cFn:.`�� ; OFFICIAL USE ONLY PA Department of Revenue Pennsylvania i Bureau of Individual Taxes "��"'�`"T�"""�` County Code Ye n Ffle N INHERITANCE TAX RETURN i " � " ' � Pa a�x zsosoi ;�1 ; ,�(, ; p� ' Harrssburq,PA r7128-o6oi RESIDENT.DECEDENT !/� ' ENTER DECEDENT INFURMATION BElOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY �...._ ......_.. ...........__... _._._ _.,.�..� _......--.......___._._.... __._.._ _.., __.., _. , _._...... _........ . _. � ` `04/14/2012 ( 12/04/1938 ` +_. .. .. .... _. . ._.... .. . ._.. ... ..� f. ........ ....__..._ _.. . .. _ � � _ __ ; DecedenYs Last Name SuHix DecedenYs First tdame MI � �WINGERT Nancy ; , „ . ; � ......., (If Applicable}Enter Surviving Spouse's Information 8elow Spouse,s Last Name._.__ .._.._.._.._.__.___._..__..._........._ ..._ ...__ _� Suff'�x ___..� Spouse's First Name_. _ _ M� r"--._. . .._.__. .. . .... ......_. .. ;nia , ' ' :._.... .._.�._..�._..__.�_. __..... __..._........._._._. __._�.._ ._..._._ _ .... ........ . _ __ . ......._._ _ Spouse's Sacfal Security Number ;,..._.__.......... . . .....__......._.......... .......__.____..._� : i.._ . ! �'"�� . „ ; � � . FILL!N APPRpPRlATE OYALS BELOW p 1.Orlginal Retum O 2.Supplemental Retum O 3. Remainder Return(Date of Death � Priorto 12-13-82) O 4.Umited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes � (Attach Copy of Wiil) � (Attach Copy of Trust.) I C�7 9.Lidgation Procaeds Received O 10.Spousai Poverty Credit(Date of Death O 11, Election to Tax under Sec.9113(A) ° ' 8etween 12-31-91 and 1-1-95) (Attach Schedule O) .-�., ! CORRESPONDENT–THIS SECTION MUST BE CONPLETED.ALL CORRESPONDENCE AND CONFIDENTIAI.TAX INFORfYIATION SHOU E DIRECTED T�� :� rn Name Daytime Telephons„�du er • � C'� --._____-----...._..._........�_.._....._....___.._�._�...._._.__.......... ..__._..___.._ ._..�..._�__. _....._�.. �j ,......_...,...---.._......_________._._�_...�._ . ..................� ......�j � j !Daryi Christopher �(717)238-679� �° � z cn � L.._.�......�..._...._.__._____.__.._�...._....__....__...__..._...�._._..-----_. .._�. _._............... .._. _.._. .._._._. � . __ ....__.. .......� �_� ... .... . —{ ra REGISTER li�.'S ON67� Cn �} �7 �7 ! •"'-- u' 7C Q r:.� � First l.ine of Address � p � � ,,� 'TZ � _....._._....._.._...____.____._._.�__.._._..�.._..._. _.__. _....._..._______.._..._.._.__.........._....__._................_...._.._._......__.._....__.._,, . . .. . . ..... ........ A, �„ __.. Estate of Nancy Wingert ; •° � '-'' ��" �� ': _ ; � � � � ', _ _ _. _ _ _ _. _ Second Lfna ofAddress � �„� Cf� � � i 4503 North Front Stre p _.._._......._..........._......._._._.._........._.....,..._...._._...__...__.._...__.__.---._........_...__..__....._--......_.............._._._...__......._...__.._.r DATE FILED City or Post Otftce State ZIP Code i Harrisburg PA ' �17110 � CorrespondenYs e-mail address: Under penalties of perjury,I declare that f have examined this return,induding accompanying schedules and statements,and to the best of my knowledge aM belief, it is true,correct and compiete.Dederatbn of preparer ottier than the personal rapresantative is based on ail InformeUon of which preparer has any knowledge. 5 TU E OF PERSQN RESP NSI FOR FILING RETURN ATE /.�,��{ . tz, f� l� l� ADDR SS q 7�Drn�.vh u�zr.e ��C _ I v 7�/4 t l�zS�I� SIGNATURE OF PREPARER O:RiER TMAN REFR ENTATIVE � �DA� ADDRESS i PlEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 150561D105 J � ,�� .r�.,, r � � ��.,�, .� y�� _ �m � ��.�.,.�.�. .�_ A J 150567,02�5 REV-1500 EX(FI) DecedenYs Social Security Number __... _.._ �ecedenrs Name: WINGERT Na11Cy ' 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 Misceilaneous Personal Property(Schedule E)....... 5. ', 49,214.00 6. Jointiy Owned Property(Schedule F) O Separate Billing Requested ....... 6. ' ! 7. Inter-Vivos Transfers&Misceilaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. ; 8. Total Gross Assets(total Lines 1 through 7)............................. 8.: 49,214.00 ', 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. ; ' 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............... 10. j 11. Total Deductions(total Lines 9 and 10)................................. 1t ' _ , _ 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12.', 49,214.00 , 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ' an election to tax has not been made(Schedule J) ........................ 13. ! 14. Net Value Sub'ect fo Tax Line 12 minus Line 13 14. i 49,214.00 ! � ( ) ........................ TAX CALCULATION-SEE INSTRUCTIdNS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousaf tax rate,or _ _... __. _._... transfers under Sec.9116 ' �a)�1.2)X.0_ 15. 16. Amount of Line 14 taxable ' at Iineal rate x.0 45 49,214.00 �g, 2,214.63 ': 17. Amount of Line 14 taxable at sibiing rate X.12 17. ! _. _ _ _ _ _ _ . 18. Amount of Line 14 taxable at coilateral rate X.15 ' 18. _ _ _. _ _ 19. TAX DUE ......................................................... 19. 2,214.63 ' __ _._._ . 20, FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O $ide 2 L 1505610205 150561�205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME WINGERT Nancy S STREETADDRESS 4833 E. Trindle Road Apt 538 Country Meadows West Shore Community CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 2,214.63 2. CreditslPayments A.Prior Payments B.Discount _ Total Credits(A+B) (2) 3. Interest ��) 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) 2,214.63 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 shali 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 transfar property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in trust for"or payabie-upon-death bank account or security at his or her death?.............. ❑ � 4. Did decedent own an individual retirement account,annuity or other non-probate praperty,which containsa 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 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 1,20Q0: . The tax rate imposed on the net value of transfers from a deceased chiid 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 va�ue 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. �,. ,- . �,., .. -�r ��..�E��.� -— � �.�;�, � ��,�,��. .-�-,�.::.�,.��_ , . ��.�,,,�,� REV-i5o8 EX+(08-12) � � pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITqNCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WINGERT Nancy S 21-12-0504 Include the proceeds of litigation and the date the proceeds were received by the estake. Ali property jointly owned with right of survivorship must be disciosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Proceeds from Survival Action(see Distribution Sheet,Lien Payout Information Attached) 49,214.00 Court of Common Please Cumberland County,Pennsylvania Civil Action No.13-738 NOTE: The supporting documents for this tax retum are being supplied to the Department of Revenue ONLY for the purupose of confidentiality. FUNDS DISTRIBUTED TO ESTATE JANUARY 2014 TOTAL(Atso enter on Line 5, Recapitulation) $ 49,214.00 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) �� pennsylvania SCHEDULE ] - DEPAFTMENT OF REVENUE INHERITANCE TAX RETURN BE N E FI CIARI ES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WINGERT Nancy 21-12-0504 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRE55 OF PERSON(5)RECEIVING PROPERTY Da Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] i. Deborah Wingert Arkin Daughter 50% 144 Union Street Brooklyn,NY 11231 2. Melanie W.Stovin Daughter 50% 9 Thornbeam Way Hamburg,PA 07419 ENTER DOLIAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. tI 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 II—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OP REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of th.e same size.