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Home My WebLink About05-28-14 (2) J ��` 1505610105 REV-1500 Ex(w-11)(FI)t).1` OFFICIAL USE ONLY PA Department of Revenue PennrSyF a E.Y LLvania County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PD BOX 28o6oi f I I h I Le - ENTER Harrisburg,PA 1'7128-0601 RESIDENT DECEDENT 1 lJ Q DECEDENT INFORMATION BELOW 09/11/2013 08/11/1942 Decedent's Last Name Suffix Decedent's First Name MI Porterfield Victoria V (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 INAPPROPRIATE OVALS BELOW CID 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) O 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 .. �I s U fTi Pamela A Morrow 717 737-4`53 REGISTER;OFJ#IL45 USE ONLY..a C7 r— rte) .1 'Tt I— rrl CO First Line of Address y rvz 1 '-� `�- Z-1- ..^ -n -rl 496 Lancaster Ave , o ° 3 m - F m Second Line of Address I O City or Post Office State ZIP Code DATE FILED Enola PA 17025 Correspondent's e-mail address: pmorrow496 @Comcast.net 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 tru c rect and omplete.Declaration of pre aver other than the personal representative is based on all information of which preparer has any knowledge. SIGN TU OF P SON R ONSIBLE F R JILING DATE 8 V vJ 05/15/2014 ADDRESS 496 Lancas ve E ola , PA. 17025 SIGNATUR F PREPARE THER AN REPRESENTATIVE DATE 05/15/2014 ADDRESS 201 York Rd New Cumberland, PA. 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J V l J 1505610205 REV-1500 EX(FI) RECAPITULATION 1. Real Estate(Schedule A). . . . . . . . . . .. . . . . . . . . . . . . .. . .. . ... . . . . . . . . . . . . 1. 10,100.00 - 2. Stocks and Bonds(Schedule B) . .. . . . . . .. . .. . . . . . . . . . . . .. . .. . . . .. .. . .. 2. 1 3. Closely Held Corporation, Partnership or Sole-Proprietorship Schedule C 3. I. 4. Mortgages and Notes Receivable(Schedule D) . . . .. . .. . . . . . . . .. . . . . . . . . . . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . .. . . . 5. 2,600.00 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. . . . . . 6. 7. Inter-Vivos Transfers& Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested.. . .. . .. 7. 8. Total Gross Assets (total Lines 1 through 7).. .. . . . . . . . . . . .. . . . . . . .. . . . . . 8. 12,711.00 9. Funeral Expenses and Administrative Costs(Schedule H).. . . . . . .. . . . . . .. . . . 9. 4,008.00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). . . . .. . .. . . . .. . 10. 8,479.00 11. Total Deductions(total Lines 9 and 10). . . . .. . .. . . . . .. . . . .. . . . . . . . . . . . . . 11. 12,478.00 . 12. Net Value of Estate(Line 8 minus Line 11) . . . .. . .. . . . . .. . . . .. . . . . . . . .. . . 12. 233.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which `""""... "`"'"."'...'"'""°an election to tax has not been made (Schedule J) . . . . . . . . .. . . . . . . . . . .. . .. 13. ..._.........._.....__,_.......____....._.___,....._-_...,.,._._._..._...... 14. Net Value Subject to Tax(Line 12 minus Line 13) . .. . .. . .. . .. . . . .. . .. . .. . 14. 233.00 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- j 15 16. Amount of Line 14 taxable ............., ...._ ....._.._-..._ ...--...,.1 ,....,.. ...._...,..._.. ...._.. �.... .,.,. at lineal rate X .0_ 16. .... ........ ._..,....__...... . ..__..,__ __.i .. , m. 17. Amount of Line 14 taxable at sibling rate X.12 - 17 _ ._....-__._.. .... _._ .m. ,. ,,.,...._._ ....� __....._ _ 18. Amount of Line 14 taxable � at collateral rate X .15 233.00 18 34.95 19. TAX DUE . . . . . . . . . . . .. . . . .. . .. . . . . . .. . . . . .. . .. . . . . .. . . . . . . .. . . . 34.95 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 L 1505610205 1505610205 J REV-1500 EX(Fl) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Victoria V Porterfield STREET ADDRESS 118 Conodocluinet Mobile Estate CITY STATE ZIP Nevvville PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (i) 34.95 2. Credils)Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 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) 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5} 34.95 I 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 .............................................................................................................................. ❑ E d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1962,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 172 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 it 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)j. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent 172 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. jl? pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAx RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF Victoria V Porterfield FILE NUMBER: 2013-01016 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 a[wh¢h 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 f=cts. 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 OE DEATH 1, Mobile Home 10,100.00 TOTAL (Also enter on Line 1, Recapitulation,) $ 10,100.00 If more space is needed, use additional sheets of paper of the same size. REV 1508 EX+ ��i " enns SCHEDULE E 6° p ylvania DEPARTMENT OF REVENUE CASH, BANK DEPOSITS RESIDENT DECEDENT Se MISC. INHERITANCE TAX AEruaN PERSONAL PROPERTY ESTATE OF: Victoria V Porterfield FILE NUMBER: 2013-01016 Include the proceeds of litigation and the date the proceeds were received by the estate. ITEM All property jointly owned with right of survivorship must be disclosed on Schedule F. NUMBER DESCRIPTION VALUE AT DATE 1. Bank Balance OF DEATH 426.00 2 Sale of personal property 1,y46.00 3. Refunds 200.00 4. Insurance credit 39.00 I TOTAL (Also enter on Line 5, Recapitulation) $ 2,611.00 If more space is needed, use additional sheets of paper of the same size. i' � pennsytvania SCHEDULE I oEnAnTMENTOFaEVEnue DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES 8, LIENS RESIDENT DECEDENT ESTATE OF Victoria V. Porterfield FILE NUMBER Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including un013-0010 ITEM medical expenses. NUMBER DESCRIPTION VALUE AT DATE Of DEATH I Utilities 2,655.00 2. Mobile Home Repairs I 1,577,00 3, Lot Rent 1,283 00 4 Advertising of Sale 136.00 5. Taxes 849.00 6. Auctioneer Costs 1,415.00 7. Dish Network 440.00 8. TOTAL (Also enter on Line 10, Recapitulation) $ 8,355.00 If more space is needed, insert additional sheets of the same size. FE' :S13 EX, (pi-10) pennsy(vania SCHEDULE ] DEPAgTMENT OF gEVENUE INLIERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Victoria V. Porterfield FILE NUMBER: NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT 2013-10106 I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE Sec 9116(a) (1.2).] Pamela A Morrow Niece 233.00 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: L TOTAL OF PART 11 - ENTER TOTAL NONTAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the Same size. ; 0