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Home My WebLink About04-01-14 1505610105 REV-1500 EX(02-11) OFFICIAL USE ONLY Department of Revenue Pennsylvania Bureau of Individual Taxes � ". County Code Year File Number PO BOX 28o6o1 INHERITANCE TAX RETURN Harrisburg,PA 17128-0501 RESIDENT DECEDENT 21 3 �� ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Dale of Birth MMDDYYYY 12/0812007 10/24/1921 Decedent's Last Name Suffix Decedent's First Name MI Sheaffer Meryl H (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 O 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4.Limited Estate O 4a, Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) OID 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Glenn R. Davis, Esquire (717) 620-2424 REGISTM OF WILLS U�EbNLY s 70 rn c o rn c� o First Line of Address p0 C'> v 1700 Bent Creek Blvd }10 y r m rn r zr^ s✓ � ° Second Line of Address D lA C3 - Suite 140 ° o CD 3 rnn City or Post Office State ZIP Code FIL�D .— n rn Mechanicsburg PA 17050 n ry Cn C:1 > p, Correspondent's e-mail address:gdavis @ldylaw.com 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 belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which popper has any knowledge. SIGNATU F�V IB E FOR FILING RETURN ®�� ADDRESS 1700 Bent Creek Blvd, Suite 140, Mechanicsburg, PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name. 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, 27,749.86 6. Jointly Owned Property(Schedule F) C7 Separate Billing Requested . .. ... . 6, 0.00 7, Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) C=) Separate Billing Requested.. . . .. . 7. 0.00 8. Total Gross Assets(total Lines 1 through 7).. ... .. . .. ... . .. _ . .. . ... .. . . 8. 27,749.86 9. Funeral Expenses and Administrative Costs(Schedule H). . . .. . . . ... . 9. 11,681.74 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). . . . . .. . . .. .. 10. 0.00 11. Total Deductions(total Lines 9 and 10). .. ... .. . .. . .. . .. . . . .. .. . ... .. . . 11. 11,681.74 12. Net Value of Estate(Line 8 minus Line 11) . . .. . . . . .. . .. . .. .. . . .. .. . . .. .. 12. 16,068.12 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . .. . .. . .. .. . .. . .. . .. . .. 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . .. . . ... . .. ... . .. .. 14. 16,068.12 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_ 15. 16. Amount of Line 14 taxable at lineal rate X.0 45 16. 723.07 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE . .. ... . . . . ... . . . . .. . . .. .. . . ... .. . .. ... . .... . . .. .. . . . ... . . 19. 723.07 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=) Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Meryl H. Sheaffer STREETADDRESS 210 Big Spring Road STATE F ZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 723.07 2. Credits/Payments A.Prior Payments _ _ _ _ _ 0.00 B.Discount Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 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) 723.07 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............................................................................,...........- ❑ N b. retain the right to designate who shall use the property transferred or its income .................................... ❑ N c. retain a reversionary interest ..........................................................._........,...........,............,,...................._..... ❑ 0 d. receive the promise for life of either payments,benefits or care?... .................................................I..'.......... ❑ 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. 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 1,2000: • 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. REV-7508 EX+(o8-u) Z'=. pennsylvania SCHEDULE E �3' DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Meryl H. Sheaffer 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. ING Annuity payable to Estate of Meryl H.Sheaffer 27,701.65 2. Interest on Annuity 48.21 TOTAL(Also enter on Line 5, Recapitulation) $ 27,749.86 If more space Is needed,use additional sheets of paper of the same size. REV-1511 1 (08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Meryl H. Sheaffer Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION - AMOUNT A. FUNERAL EXPENSES: I' Funeral Arrangements at Egger Funeral Home, Inc. 7,313.24 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: Z. Attorney Fees: 4,100.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4, Probate Fees 268.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Line 9, Recapitulation) $ 11,681.74 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania SCHEDULE *� DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Meryl H. Sheaffer RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. M.Thomas Sheaffer Son 5115.01 2. Daniel Sheaffer Son 5115.01 3. Estate of Margaret Sheaffer Daughter 5115.01 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: i. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: i. TOTAL OF PART II— ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 15760.74 If more space is needed, use additional sheets of paper of the same size,