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Home My WebLink About02-28-14 � 150561fl101 REV-1500 EX�°1_1°> �3' OFFICIAL USE ONLY PA Department of Revenue pennsylvania �ME��F^E�E��E Coun Code Year File Number Bureau of Individual Taxes �""p �' PO BOx z8o6o1 INHERITANCE TAX RETURN ] " Harrisburg,PA i�iz8-o6o1 RESIDENT DECEDENT ��./ ° ,�' ,� � � �� ENTER DECEDENT INFORMA710N BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY � � -�r3 O`�lo�::0 ! 3� Q I ( �I-� l i�,�°� DecedenYs Last Name Suffix DecedenYs First Name MI ��L�� i �i��R � p ��R�'�4 �-�� 4�� .. �tia � � a �. (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI ,� g^ ta 4° ° �' , . . YSFR�`�°... � v.a' ? !N.I 5 . 38i.!'i%k�,.� � . _ . t .. r .. _ .,e.., .. .sW _ .. .. _ . Spouse s Social Security Number ��°� P . � � THIS RETURN MUST BE FILED IN DUPLICATE WITH THE � � � , :� REGISTER OF WILLS ��,_ ��a.� ��_ FILL IN APPROPRIATE OVALS BELOW � 1.Original Return p 2.Supplemental Return p 3. Remainder Return(date of death . prior to 12-13-82) p 4. Limited Estate p 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) � 6. Decedent Died Testate p 7. Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) p 9. Litigation Proceeds Received p 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 Sch.O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number T7 � tnt N.�� Z.� �- V � I�l 0 S �a?' l —I a:4 Z�i ��3�� l REGIS OF WILLS USE ONLY ..—._., � � """i r-7; �--; First line of address � ��i I > . � C� , '.� i_ 1 r� q 8� r�N �� KL y n� � � �.Ms GT �� Second line of address - �-; :�,. _ ,_„_ . :. ; —, .. : ._ ,. ._, �'`� DATE FILE �_.� City or Post Office State ZIP Code _,,; C.; b-� �kIZ 2I s.� � '�� ' P �4 I 7 1 1 ( :48 � ) CorrespondenYs 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 belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on ali information of which preparer has any knowiedge. SIG URE OF PER N RESPONSIBLE FOR F LING RETU N , ATE y5 14 ADD��O M I�+�-^�^'Y,� �d�lYl S W. T7/.►�� I�I� I SIGNATURE OF PREPARER OTH R THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610101 1505610101 J � 1505610105 REV-1500 EX DecedenYs Sociai Security Number DecedenYs Name: �� RECAPITULATION z�. , � �� -�� ,� e;�� r_ 1. Real Estate(Schedule A). . . . .. . . . .. ..... .. .. ... .. . .. .. . . .. .. .. . . . .... 1 . � '` t,.� ��l.t'�;�� `�. .�, �� ,��,=,'�s 2. Stocks and Bonds(Schedule B) . . .... . .. .. .. . . ... .. .. . .. .. .. .. . .. ... . . 2 � �< � 0� � �;; : .� A�� '�.� ��-� �.�� r� : 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ... .. 3 � � �, � (-�� ;� s -«� �; .,�., �"�� 4. Mort a es and Notes Receivable Schedule D ••• •• 4 � � � � -q�� 9 9 ( ) .. .. . . . .. .. .. . . ... .. . . ° 'Y� � -� ��r'�`; ��' ��3 � 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). .. .. . . 5 0�� ,p��0� �� a � � t��`�� ,� �s � ° � � � T� 6. Jointly Owned Property(Schedule F) p Separate Billing Requested .. . .. .. 6 � � � � � � � � �.� +�.} 3`i �;... _ ''� #—'ePk. t.'.}�2€r_,. '"��Ri 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property � � (Schedule G) p Separate Billing Requested... .. . . . 7 � � � � � � ::�� -'�. �# �� ,� _�� ;, 8. Total Gross Assets(total Lines 1 through 7). .. .. . .. .. . ... . . . .. .. ..... ... 8 � � , �3;p� � ��v � � ., . , r � _ � � -� � � 9. Funeral Expenses and Administrative Costs(Schedule H).. .... .. .. ... .. .. .. 9 � ,Q��p��(�� . � �� .*�=u � °�� 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) .. .. . . . . . . . .. . 10 � �o�� Z� ;�� _ ��>.�:�• � � 11. Total Deductions(total Lines 9 and 10). .. .. .. .. . .. .. . .. .. .. .. .. ... .. .. 11 = � ��3 ��'�3� �°� . �� ° �� 12. Net Value of Estate(Line 8 minus Line 11) . . .. .. . .. .. .. .. .. . .. .. .. .. ... 12 � # (;�� q2��, ��r� 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which sR'�,� kt��'�a�� F �°`.. ��,� an election to tax has not been made(Schedule J) . .. . .. .. .. .. ... . . .. . . .. 13 �. � � � ` � `� � � �� " �ns ��,a, r�� '� ,�,� n� �.x� _ �� , 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. . . .. . .. .. .. .. .. . .. .. 14 � i } � � � � � 4 � ,�. r .- . ... � _t- �� .�o.�� TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 �� - � � �'�� '� "" �� ''�`="��"� °� ��'``�'�"` ��`" .�� `��t �� a)�1.2)X.0_ �� 15 � � � � � � � � '� �,r. _ � - ;� ,. �=° �,��*�°��-�;;��z��, , � �;'� 16. Amount of Line 14 taxable ��`� � �`*��'�°',�� - � � � `� at lineal rate X A_ = � ' � 16.� � � � � � � � � � � � ��". �'-,�-�� >:t�'�'� �. �`�'��'_� �'�'`-�%��= �� 17. Amount of Line 14 taxable � � s ' � � � at sibling rate X.12 � � ° � � 17•� � � � � � ��:� �� ;�`�� Y - - � 18. Amount of Line 14 taxable � � � � � � ' �' �� at collateral rate X.15 � � � g � � � 18.� � �, ,�� _�. � ... �._„� ,,a.��,. _.��_ :� � - _ - <s �� .� _. �°� � ; � �� 19. TAX DUE . .. . . . . . . . . .. . .. .. . .... . .. .. .. ... .. ..... .. .. .... ... .. .. .. 19.� � � �+��.-<:�� ;�a;: ��, - 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610105 1505610105 � .,�r .�,-�e':'�a. . ,.::.... . : .-� . .....�,:, ,. �,xti4'a�*<t�€a,s:.,-:v.v»€��_=�T�-.h'esF,�Y.."ati.a.£^.*d� -.....;:-: x�>:��§.r-'�.�' w xza.v:c�-- s �,."�^,"�'P �� u-.., ww..... .. .. , v...•.. v. .. REV-1502�EX+ (01-10) � pennsylvania SCHEDULE A DEPARTMENT OFREVENUE INHERITANCE TAX RETURN REAL E STATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: n�%cia � �'..--i..lci sex ��!3 - C�O�O t All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined 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. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. �i r�,l� �Farn�t� �-1�+-kn... �..1��Oo�• o0 �9 VJ0000c�s� ��ve. M,e�har�i�s�l�ur�, �� 1?O�O � "�C�cswn�h i p Cur�nl�x l ar� TOTAL(Also enter on Line 1, Recapitulation.) $ �� (,0�. �� If more space is needed,use additional sheets of paper of the same size. wk ,� ,�; �..�. �:�. �:��. a.� ,.�:� . ::„ ..� �,,� > �REV-1503 EX+(6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ��i cia � . C�le.�`,�r aDl 3 -�3O( All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTfON OF DEATH 1. ,�V�►LK. TOTAL(Also enter on line 2, Recapitutation) $ —'Q^ (If more space is needed,insert adtlitional sheets of the same size) , REV-1504 EX+(1-97) , SCNEDULE C u - CLOSELY-HELD CORPORATION, COMMONWEALTH OF PENNSYLVANIA PARTNERSHIP OR INHERITANCE TAX RETURN RESIDENT DECEDENT SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER p�'i ci a � . �l.Q.i,s�eA- �I 3- Do3o1 Schedule C-1 or C-2(including all supporting information)must be attached for each closely-held corporation/partnership interest of the decedent,other than a sole-proprietorship.See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1 V+�� TOTAL(Also enter on line 3, Recapitulation) $ „'Q� (if more space is needed,insert additional sheets of the same size) ,REV-1505 EX+(6-98) „ � SCFIEDIJLE C-1 COMMONWEALTH OF PENNSYLVANIA CLOSELY-HELD CORPORATE INHERITANCE TAX RETURN STOCK INFORMATION REPORT RESIDENT DECEDENT ESTATE OF FILE NUMBER Pa,fr i c.�a �. C�1�,.�,� �o r�- c�o3o I 1. Name of Corporation �Q State on Incorporation Address Date of Incorporation City State Zip Code Total Number of Shareholders 2. Federal Employer I.D. Number Business Reporting Year 3. Type of Business ProducUService 4' TYPE TOTAI NUMBER OF NUMBER OF SHARES VAIUE OF THE STOCK Voting/Non•Voting SHARES OUTSTANDING PAR VALUE OWNED BY THE DECEDENT DEC�DENT'S STOCK Common $ Preferred $ Provide all rights and restrictions pretaining to each class of stock. 5. Was the decedent employed by the Corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No If yes, Position Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No If yes, provide amount of indebtedness$ 7. Was there life insurance payable to the corporation upon the death of the decedent? . . . . . ❑Yes ❑ No If yes, Cash Surrender Value$ Net proceeds payable$ Owner of the policy 8. Did the decedent sell or transfer an stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? ❑Yes ❑ No If yes, ❑Transfer ❑ Sale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedenYs death? ....O Yes ❑ No If yes, provide a copy of the agreement. 10. Was the decedenYs stock sold? ............. . . . . . .............. . . ......... . ......... ❑ Yes ❑ No If yes,provide a copy of the agreement of sale,etc. 11. Was the corporation dissolved or liquidated after the decedenYs death? ......... . . ...... . .. ❑Yes ❑ No If yes,provide a breakdown of distributions received by the estate,including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . . . . ❑Yes ❑ No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. • • • - • � � A. Detailed calculations used in the valuation of the decedenYs stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns(Form 1120)for the year of death and 4 preceding years. C. If the corporation owned real estate,submit a list showing the complete address/es and estimated fair market value/s.If real estate appraisals have been secured,attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers,their salaries,bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. (If more space is needed,insert additional sheets of the same size) _,.,�r-W ,..,M . .�.. : � �:� � __ REV-1506 EX+(9-00) scNE�u�E c-s PARTNERSHIP COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN INFORMATION REPORT RESIDENT DECEDENT ESTATE OF FILE NUMBER �a.tri c i�a A. �►L�.i �- �O t3 - oo3o 1. Name of Partnership N Date Business Commenced Address Business Reporting Year City State Zip Code 2. Federal Employer I.D. Number 3. Type of Business Product/Service 4. Decedent was a ❑ General ❑ Limited partner. If decedent was a limited partner, provide initial investment$ 5. :. i ° k'... . fi+�T . 'P�Ft ..�. �� , ' ; - �!R � i ..�tN��ifi�l�. t?�C�lfF ....,�tP. ,;: ��'�.�i; .. . t� .. A. B. C. D. 6. Value of the decedent's interest$ 7. Was the Partnership indebted to the decedent? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No if yes, provide amount of indebtedness$ 8. Was there life insurance payable to the partnership upon the death of the decedent? . . . . . ❑Yes ❑ No if yes, Cash Surrender Value$ Net proceeds payable$ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12-31-82? ❑Yes ❑ No If yes, ❑Transfer ❑ Sale Percentage transferred/sold Transferee or Purchaser Consideration$ Date Attach a separate sheet for additional transfers and/or sales. 10.Was there a written partnership agreement in effect at the time of the decedenYs death? . . . . . . ❑Yes ❑ No If yes, provide a copy of the agreement. 11. Was the decedenYs partnership interest sold? . . . . . . .. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No If yes,provide a copy of the agreement of sale,etc. 12.Was the partnership dissolved or liquidated after the decedenYs death? . . . . . . . . . . . . .. . .. . . ❑Yes ❑ No If yes,provide a breakdown of distributions received by the estate,including dates and amounts received. 13.Was the decedent related to any of the partners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ❑ No If yes, explain 14.Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . . ❑Yes ❑ No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. • • • . • � � A. Detailed calculations used in the valuation of the decedenYs partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax returns(Form 1065)for the year of death and 4 preceding years. C. If the partnership owned real estate,submit a list showing the complete address/es and estimated fair market value/s.If real estate appraisals have been secured,attach copies. D. Any other information relating to the valuation of the decedenYs partnership interest. � REV-15tl7 EX+(1-97) , �� SCFIEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER �a�Yi�oa 0-� . � l.�i se.t- �.o I 3 - o��o( All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ��.. TOTAL(Also enter on line 4, Recapitulation) $ �—Q '-' (If more space is needed,insert additional sheets of the same size) �_� �« . ��-.,.: ,��.��.� s��.��.�� ,.� .�� a � ,��.,�,.� � � REV-i5o8 EX+(i1-io) � pennsylvania SCNEDULE E � DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. � INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: t�atr�ci z A. G-t lsu se.a- �o�3- Oo3p� 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 � �O� �:h.o�/►�o-ls+�> �� .+ C� ��1 p,DO vit�t�' lGl�-N5� 359�- I1o9� � Me�rribars 1� �eo�.�xa,1 Cr�d�t� C��n�0,1- ��ns� g15. o0 ��4553�- 3 ),,�,er,n � 1� ��c��a1l C�'e,c44t l.�,ni o�-�- Saa��s �i�.o0 � �t-5�3�i- q- J�l�,,v,� ��- �c�a.�-a� Cr�.c�R k� U,n►on - �,� �,�I R .fl0 � �- a4°�553�- TOTAL(Also enter on Line 5, Recapitulation) $ 02�� (p, b0 If more space is needed, use additional sheets of paper of the same size. .�.rt..y ,. ,:_ : �w 4:r ..� �� .,..�.�,�� REV-1509 EX�(1-97) . SCHEDULE F COMMONWEALTHOFPENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER �i c.i a �c, . �l.e..i�- �t 3-�3ot If an asset was made joint within one year of the decedenYs date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. I�l or�2� B. C. JOINTLY-OWNED PROPERTY: LETiER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of fir�ancial institution and bank account number or similar identifying number.Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed forjointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. ��, TOTAL(Also enter on line 6,Recapitulation) $ —� — (If more space is needed,insert additional sheets of the same size) ,__ � �. : � _. an ,. � ,.�.�,��-��-,��,-�� .� REV-1510 EX+ (08-09) � pennsytvania SCHEDULE G DEPARTMENT OF REVENUE INTER—VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON—PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ��'icia �,. �lsuser �.ot3 ' 0o30� This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND NUMBER THE DATE Of TRANSFER. ATfACH A COPV OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. �,�-�R, Tdlf m 1-Li�e.. N��c�UL, (� G� —o— — _ � �— �� • G�l..e.{s�- a3� �I 3 TOTAL(Also enter on Line 7, Recapitulation) $ — O "' If more space is needed, use additional sheets of paper of the same size. � .-� :, �. :� ��- �..� �._� _� ��.�-��.��-��ax,� ��:�,.�Q REV-151� EX+(10-06) � SCNEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES $t INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ,. ��► �xa� �o.rn�a.. `t�,�7 3�4 .Oo �. ��a►-1e.�a�vv�, l�lQrn or ia� t�'ar-Iz �'39�c� .o0 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) _ _- ._. Street Address ---- _ _ , - — T-- City_ __ State_ _Zip __ � Year(s)Commission Paid: _ 2. Attorney Fees '"_`�� 3. Family Exemption:(If decedenYs address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip ______ Relationship of Claimant to Decedent 4. ProbateFees �'�$ , Q� 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. TOTAL(Also enter on line 9, Recapitulation) $ '� �,(�..� QQ (If more space is needed,insert additional sheets of the same size) � � .��,��.�� . � ��:��-#.��,� ,�.� :��, .. �,� : z ._� � . � REV-1512 EX+ (12-08) � pennsylvania SCHEDULE I DEPARTMENT OF REVENUE � DEBTS OF DECEDENT� iNHeRira,NCe Tnx ReruRN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ��Z C.1 � � • ��.¢.4Si¢..tr �.,013— 00�0� Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1• �r��Gra.S CKr-�i'� �.-�r1 i Gan (a� .0 0 t�0 I'. jc I O i`t�,8 L7c��►t- �O L1 �irmin�-►�, �L 3�t o - �9a.$ �1CC�, �' S0o 1 pQ I�5fo a• !-�a�mpcV�.r-� 1 o�Jn�1 i� ��o s• Spai'-t�►� l-I-i It Rd l-[ l .do Nle cl�ani Gslbux�, � I?D5 0 A� � 008 t o3-o00 3. l.o,�►�s/�� G�p,��.J lyA�s�c� F�►� 5 ��. °° �.,00 Cwr, Ra�;ds f�vd, �.e- a.�oo Ce�an �ap�ids, 1�1.1� 554 33-587� �' '� i�.8q34� `�• 1�ler�nlc�.rs �� al Cx�r��t (.�h�or� -v a sa. 5,�k7 a., o0 PO f�ox ��o l�.c�ar�,cs�h�v�, P�0. E7 0� �� o ��}, �- B�S�.25 �. � �l.Q�ri c l�.-�i 1 t-�s �. N,a� 9`�'' ��'c-��-, I �,c� 3� . o0 �,��,r,r PA ►g►o c -- I t'TS ac� -� 30840 -8q�o9 �. �w� M �-� �.-�.m-,S�., a�. �04 . � 5oi.o L�n��►-��3r-��-, � �� t�La.�rhv�`�le., T�l 372�1 ,4cct �` 33 C)Z i� 3�2? �. Nt►c�.ha�ea �-an�a.,-, ,i rea�n.er-c.r 3,�3�t • C� �.3b So��6, ��i^� N�-��<< I� l�(�2c.rla►�iLS�ur� , � l-]450 �tec-t �' tO-17-�p33 -071 TOTAL(Also enter on Line 10, Recapitulation) $ �;��j ��9 . Q� If more space is needed, insert additional sheets of the same size. ��,;::��..-�� :- : .�, - �� .0 -� �j��d�� - l��R�s o� L�c � A,(�� 1-tia�t,l►t�s � Li rx�s E�-a�, o� Pa�xi caa �. C-�l�.�se� ��l.� �" aro�.3-003o t �a�- �. �. Mcr►�.k�.rs 1� �e�.�►-a.l ��i-� U naar� - Loar, 5� l�u-i sa_. ��- 9,��0.�p I�o 4o,c. � �c.Char�i C�2W�, p� I�1055 *k a45°334-�Up l � �.�a;� : ,.�,��-�-�,�� . �� . :: -_ ;� :��.�,�-� REV-1513 EX+ (01-10) � pennsylvania SCHEDULE � DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: I��i ei a !� . g(�C.r a.o l 3 -00301 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. 1 i rno�iy M. �l�¢.is�►- �0�'1 IOD°lp t� l�in�s � lulad i�o.r1 � N�, �'T o25 �d Je�' Ca.l�ei,s�-� C�uavr�l►ar� 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 II - 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. . , .. m,,: � v, �.� �, _�� -��-..,m�,. �� _ �� ,�_. �REV-1514 EX+(12-03) �� LIFE ESTATE, ANNUITY COMMONWEALTH OF PENNSYLVANIA & TERM CERTAIN INHERITANCE TAX RETURN RESIDENT DECEDENT Check Box 4 on REV-1500 Cover Sheet ESTATE OF �� FILE NUMBER This schedule is to be used for all single life,joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457,Actuarial Values,Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. ❑ Will ❑ Intervivos Deed of Trust ❑ Other • NAME(Sj OF UFE TENANT(S) DATE�F BIRTH NEAREST AGE AT TERM OF YEARS DATE 8F DEATH- LIFE ESTATE IS PAYABLE ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years 1. Value of fund from which life estate is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Actuarial factor per appropriate table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest table rate—❑ 3 1/2% ❑6% ❑ 10% ❑Variable Rate % 3. Value of life estate(Line 1 multiplied by Line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ • NAME(S)OF LIFE ANNUItANT(S) DATE OF BlRTH NEARES7 AGE AT TERM OF YEARS 'bATE 4F DEATH ANNUITY IS PAYABLE ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years ❑ Life or ❑Term of Years 1. Value of fund from which annuity is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Check appropriate block below and enter corresponding (number) . . . . . . . . . . . . . . . . . . . . . . . . . . Frequency of payout—❑ Weekly(52) ❑ Bi-weekly(26) ❑ Monthly(12) ❑ Quarterly(4) ❑ Semi-annually(2) ❑ Annually(1) ❑ Other( ) 3. Amount of payout per period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 4. Aggregate annual payment, Line 2 multiplied by Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Annuity Factor(see instructions) Interest table rate—�3 1/2% ❑ 6% ❑ 10% ❑ Variable Rate % 6. Adjustment Factor(see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Value of annuity— If using 31/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 . . . . . . . . . . . . . . . . . . . . . . . . . .$ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6)+Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ NOTE:The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return.The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. (If more space is needed,insert additional sheets of the same size) REV-1644EX.�s-oa> INHERITANCE TAX SCNEDULE L COM NOHER TANCE TAX RETURNANIA REMAINDER PREPAYMENT RESIDENT DECEDENT OR INVASION OF TRUST PRINCIPAL FILE NUMBER I. ESTATE OF �� (Last Name) (First Name) (Middle Initial) This schedule is appropriate only for estates of decedents dying on or before December 12, 1982. This schedule is to be used for ali remainder returns when an election to prepay has been filed under the provisions of Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust principal. II. REMAINDER PREPAYMENT: A. Election to prepay filed with the Register of Wills on (Date) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) of election or annuity is payable C. Assets: Complete Schedule L-1 1. Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . . . . . .$ 3. Closely Held Stock/Partnership . . . . . . . . . . . . . . .$ 4. Mortgages and Notes . . . . . . . . . . . . . . . . . . . . . . .$ 5. Cash/Misc. Personal Property . . . . . . . . . . . . . . . .$ 6. Total from Schedule L-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ D. Credits: Complete Schedule L-2 1. Unpaid Liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 3. Value of Unincludable Assets . . . . . . . . . . . . . . . . .$ 4. Total from Schedule L-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ E. Total Value of trust assets(Line C-6 minus Line D-4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ F. Remainder factor(see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . . G. Taxable Remainder value(Line E x Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ (Also enter on Line 7, Recapitulation) III. INVASION OF CORPUS: A. Invasion of corpus (Month, Day,Year) B. Name(s)of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) corpus or annuity is payable consumed C. Corpus consumed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ D. Remainder factor(see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . . E. Taxable value of corpus consumed (Line C x Line D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ (Also enter on Line 7, Recapitulation) ?EV•16a5 EX+ (7-85) �� INHERITANCE TAX SCHEDULE L-1 COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN RE5IDENT DECEDENT -ASSETS— FILE NUMBER I. Estafe of � yr` (Lcst Name) (First Name) �Middle Initial) II. Item No. Description Value A. Real Estate (piease describe) Total volue of real estate $ (include on Section II, Line C-1 on Schedule L) B. Stocks and Bonds (please list) 7otal value of stocks and bonds S (include on Section II, line C-2 on Schedule L) C. Closely Held StocklPartnership (attach Schedule C-1 and/or G2) (please list) Total value of Closely Held/Partnership S (include on Section II, line C-3 on Schedule L) D. Mortgages and Notes (please list) Total value of Mortgages and Notes S (include on Section II, Line C-4 on Schedule L) E. Cash and Miscellaneous Personal Property (please list) Total value of Cash/Misc. Pers. Property $ (include on Section II, Line C-5 on Schedule l) ��• TOTAL (Also enter on Section II, Line C-6 on Schedule L) $ (If more space is needed, attach additional 8'� x 11 sheets.) �� . ... � � ,�.x � ,e�4 ,Y � � REV-1646 EX+ (3-84) INHERITANCE TAX � SCHEDULE L-2 COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN RESIDENT DECEDENT —CREDITS— FILE NUMBER I. Estafe of YV� (Last Name) (First Name) (Middle Initial) II. Item No. Description Amount A. Unpaid Liabilities Claimed against Original Estate, and payable from assets reported on Schedule L-1 (please list) Total unpaid liabilities $ (include on Section II, Line D-1 on Schedule L) B. Unpaid Bequests payable from assets reported on Schedule L-1 (please list) Total unpaid bequests $ (include on Section II, Line D-2 on Schedule L) C. Value of assets reported on Schedule L-1 (other than unpaid bequests listed under "B" above) that are not included for tax purposes or that do not form a part of the trust. Computation as follows: Total unincludable assets $ (include on Section II, Line D-3 on Schedule L) III. TOTAL (Also enter on Section II, Line D-4 on Schedule L) $ (If more space is needed, attach additional 8'/s x 11 sheets.) - REV-164'I EX+ (02-10) � pennsylvania SCHEDULE M DEPARTMENT OF REVENUE FUTURE INTEREST COMPROMISE INHERITANCE TAX RETURN RESIDENT DECEDENT (Check Box 4a on REV-i5oo) ESTATE OF �� FILE NUMBER This schedule is appropriate only for estates of decedents who died after Dec. 12, 1982. This schedule is to be used for ali future interests where the rate of tax that will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument that created the future interest and attach a copy to the tax return. ❑ Will ❑ Trust ❑ Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents who died on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within nine months of the decedent's death, check the appropriate box below and attach a copy of the document in which the surviving spouse exercises such withdrawal right. ❑ Unlimited right of withdrawal ❑ Limited right of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of future interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Value of Line 1 exempt from tax as amount passing to charities, etc. (Also include as part of total shown on Line 13 of REV-1500.) . . . . . . . . $ 3. Value of Line 1 passing to spouse at appropriate tax rate Check one. ❑ 6%, ❑ 3%, ❑ 0% . . . . . . . . . . . . . . . . . . . . $ (Also include as part of total shown on Line 15 of REV-1500.) 4. Value of Line 1 taxable at lineal rate Check one. ❑ 6%, ❑ 4.5% . . . . . . . . . . . . . . . . . . . . . . . . . . $ (Also include as part of total shown on Line 16 of REV-1500.) 5. Value of Line 1 taxable at sibling rate (12%) (Also include as part of total shown on Line 17 of REV-1500.) . . . . . . . . $ 6. Value of Line 1 taxable at collateral rate (15%) (Also include as part of total shown on Line 18 of REV-1500.) . . . . . . . . $ 7. Total value of future interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . . . . $ If more space is needed, use additional sheets of paper of the same size. ,� �.-._ � � �„ �� -��,� �.. a.��,� �„ ,��.�� .,.� � � �� :�.�� . �._ .� � `REV-1649 EX+(08-09) . pennsylvania SCFIEDULE O DEPARTMENT OFREVENUE INHERITANCE TAXES RETURN ELECTION UNDER SEC.2113(A) RESIDENT DECEDENT (SPOUSAL DISTRIBUTIONS) ESTATE OF � � FILE NUMBER Do not complete this schedule unless the estate is making the election to tax assets under Section 2113(A) of the Inheritance and Estate Tax Act. If the election to more than one trust or similar arrangement,a separate form must be filed for each trust. This election applies to the Trust(marital, residual A, B, by-pass,Unified Credit,etc.). If a trust or similar arrangement meets the requirements of Section 2113(A)and: a.The trust or similar arrangement is listed on Schedule 0 and b.The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0,then the transferor's personal representa- tive may specifically identify the trust(all or a fractional portion or percentage)to be included in the election to have such trust or similar proper- ty treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0,the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule 0.The denomi- nator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 2113(A) trust or similar arrangement. Description Value Part A Total $ PART B: Enter the description and value of all interests included in Part A for which the Section 2113(A) election to tax is being made. Description Value Part B Total $ If more space is needed, use additional sheets of paper of the same size. REV-1500 EX Pege 3 File Number Decedent's Complete Address: DECEDENT'S NAME �at�icia -A. C-�. le,i�- STREETADDRESS �lo�i W�G-e� D�1—�i,ve- CITY TSTATE �ZIP �12.c�arll P� ' ��o50 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) — �— 2. Credits/Payments A.Prior Payments — ��g•� B.Discount Total Credits(A+g) (2) �—T$ .QO 3. Interest (3) 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) (1$•� 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY P�ACING 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:or.......................................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Dec.12, 1982,did decedent transfer properry 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 tleath 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 stili 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 tleceased 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 lineai 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.