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HomeMy WebLinkAbout04-09-14 1505610105 REVREV- E 500 EX(02-11)(FI) -1 V OFFICIAL USE ONLY PA Department of Revenue pennsyivarl UEPARiMEW OF RMNUE County Code Year File Number Bureau of vi Taxes 2806 PO BOX 760601 1 INHERITANCE TAX RETURN Harrisburg,PA 17128-D501 RESIDENT DECEDENT �' } '� } 31 Y ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04232004 02191921 Decedent's Last Name Suffix Decedent's First Name MI LUDT JOHN F,"' (If Applicable)Enter Surviving Spouse's Information Below - Spouse's Last Name Suffix Spouse's First Name MI LUDT BETTY J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Q 1. Original Return Q 2. Supplemental Return ( 3. Remainder Return(Date of Death Prior to 12-13-82) [`] 4. Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required death after 12-12-82) Q 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.) 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit(Date of Death Q 11. Election m 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 TUi ry Name Daytime Telephc&Number Fc� ?a - t rt ROBERT G. FREY 717243583; °aD G-.) C1> __WEISTEgF=I L USE ONLY 'CD A rT M A Z° M {D C7 First Line of Address 5 S. HANOVER ST. o to rn Second Line of Address —i C> A C" 1 City or Past Office State ZIP Code DATE FRED CARLISLE PA 17013 Correspondent's e-mail address: RFREYa9FREYTILEY. 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 w et and complete.Declaration arer otha a the personal 4Eesentafive Is based on ail information of which Prepaer has anv knowledge, SIGNAT E 50 R SPO SIBLE FIFILH, TU I 'yDAT ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 5 SOUTH HANOVER STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 1505610105 REV-1500 EX(02.11>tFl, OFFiClAL Pennsylvania USE oNLY PA Department of Revenue uevneTUee..1 KWN.e County Code Year File Number Bureau of Individual 1 Taxes PO BOX 28068060 INHERITANCE TAX RETURN ' Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04232004 02191921 Decedent's Last Name Suffix Decedent's First Name MI LUDT JOHN F (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI LUDT BETTY J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Q 1. Original Return Q 2. Supplemental Return 3. Remainder Return(Date of Death Prior to 12-13-82) Q 4. Limited Estate F7 4a. Future interest Compromise(date of 5. Federal Estate Tax Return Required death after 12-12.62) © 6. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 8, Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) Q 9. Litigation Proceeds Received 10. Spousal Poverty Credit(Date of Death ® 11. Election to Tax under Sac.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 ROBERT G. FREY 7172435838 REGISTER OF WILLS USE ONLY First Line of Address 5 S. HANOVER ST. Second Line of Address City or Post Office State ZIP Code DATE FILED CARLISLE PA 17013 Correspondenrse-maifaddress: RFREY FREYTILEY. COC1 Under penalties of perjury,I declare that I have xamine Is r m,inciudin ccomp ing schedules and statements,and to the best of my knowledge and belief, R is true,correct and complete,Dedaration are Cher th t at re pr tative is based on all information of which pre parer has an knowladoe. SIGNATURE OF PERSON RESPONSI R F Er ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 5 SOUTH HANOVER STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY . Side 1 1505610105 1505610105 1505610105 REV-15GG EXIOZII)(Fl) it OFFICIAL USE ONLY PA Department of Revenue Drxex.Meusor xevexve County Code Year File Number Bureau of Individual Taxea 2806 PO BOX 260601 1 INHERITANCE TAX RETURN ' Harrisburg,PA 17126-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04232004 02191921 Decedent's Last Name Suffix Decedent's First Name MI LUDT JOHN F (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI LUDT BETTY J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Q 1. Original Return 1-7 2. Supplemental Return 3, Remainder Return(Date of Death Prior to 12-13.82) - C] 4. Limited Estate © 42. Future Interest Compromise(date of 5. Federal Estate Tax Return Requmed 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.) S. Litigation Proceeds Received 10. Spousal Poverty Credit(Date of Death 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G. FREY 7172435838 REGISTER OF WILLS USE ONLY First Line of Address 5 S. HANOVER ST. Second Line of Address City or Post Office - State ZIP Cade DATE FILED CARLISLE PA 17013 Carrespondent'se-maifaddress: RFREYa@FREYTILEY. 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 Preoarer has any knowledge. SIGN OF PERSON R SPONSIBLE FOR FILING RE DATE A � � 0 �� ADDRESS T SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 5 SOUTH HANOVER STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 1 1505610205 ••••1 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: JOHN F LUDT _ RECAPITULATION 1. Real Estate(Schedule A)... .. .. ... .. . ..... . ... ... . ..... ... . . .. ... .. 1. 1600 . 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).... . S. 0. 00 6. Jointly Owned Property(Schedule F) =Separate Billing Requested. ... ... 6. 0. 00 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 1600 . 00 9. Funeral Expenses and Administrative Costs(Schedule H).. ..... .... ... ... 9. 3500 . 00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)..... .... ... .10. 0. 00 11. Total Deductions(total Lines 9 and 10).... . ... ... . .. . ... .... .... ... . 11. 3500. 00 12. Net Value of Estate(Line 8 minus Line 11)... ...... . .. .. .... . .. . ... . .. 12. -1900. 00 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 Sub)ect to Tax(Line 12 minus Line 13) 14 -1900 . 00 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 at lineal rate X.0 45 16. 0. 00 17. 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. 0 . 00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT = Side 2 L 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number 192-14-5394 Decedent's Compete Address: DECEDENTS NAME JOHN F LUDT STREETADDRESS CITY STATE 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 1 +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) 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......................................................................................... ❑ ❑ 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.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.§9115(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. • 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)I. • 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)].Asibling is defined,under Section 91 02,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) peRnnsylvanEa SCHEDULE A OF INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: John F Ludt III All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is dented as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM Attach a copy of the settlement sheet if the property has been sold. NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE DESCRIPTION OF DEATH 1. Lot of land off Ritner Highway, Cumberland County. Assessed Value 1,600.00 TOTAL(Also enter on Line 1, Recapitulation.) $ 1,600 00 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(0a-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF John F Ludt, III FILE NUMBER Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commisslcns: Name(s)of Personal Representative(s) Street Address City State ZIP Vear(s)Commission Paid: 2. Attorney Fees: 3. Family Exemption:(If decedent's address Is not the same as daimant's,attach explanation.) 3,500.00 Claimant Betty Jane Ludt Street Address 2123 Ritner Highway City Carlisle Slate PA zip 17015 Relationship of Claimant to Decedent Spouse 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL(Also enter on Line 9, Recapitulation S 3,500.00 If more space is needed,use additional sheets of paper of the same size. Property Mapper Cumberland County, PA f Y -- 1 e 1 i ••I �,. k-.-.fir '!;`"?.`��+. �.-{ \ -Mitldeaexr 9ilvr3prinp`'+- • Lewer Nlf�lld'� { i }y lover Frank(ud ]L`^)' � !Y� ' �y\ } {r • t r 1.: tf �\li % �i. 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