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Home My WebLink About08-04-14 —J REV-1500 Ix(02-11)(K) 1505610105 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes Counly Code Year Fie Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMODYYYY Date of Birth MMDDYYYY 03/1912013 11/18/1955 Decedent's Last Name Suffix Decedents -First Name Mi Wirights Gloria G I (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 f C=:) 1.Original Return DID 2-Supplemental Return C=) 3. Remainder Return(Date of Death Prior to 12-13-82) 4,Limited Estate CS 4a.Future,Interest Compromise(date of 1-1 5. Federal Estate Tax Return Required death after 12-12-82) C=:) 6. Decedent Died Testate C=:) 7. Decedent Maintained a Living Trust (Attach Copy of Will) {Attach Copy of Trust.) -- 8- Total Number of Safe Deposit Boxes CT 9.Litigation Proceeds Received C= 10-Spousal Poverty Credit(Date of Death C-1 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 --- ------ - ;Thomas P Gleason, Esquire 1(717) 532-3270 1 REGISTER OE WILLS USE ONLY First Line of Address 149 West Orange Street L) 00 Second : d rnXIIc-, C= ne of Address r— Suite 3 City or Post Office -. ffice D LED State ZIP Code Shippensburg PA 17257 ZZ 7r, CO Correspondent's e-mail 2ddress: tom2leason@tomqteasonlaw.com Co 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 preparer has any knowledge. SotNAOFP�SOO bl' GgF LING RETURN ADDRESS /,S-.qe f7ZS-3- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side I 1505610105 1505610105 1505610205 REV-1500 EX(Ft) Decedent's Social Security Number Decedent's Name: Gloria G.Wrights ( RECAPITULATION 1. Real Estate(Schedule A). .... ... ... ....... .... . ............ .... 1. � __..... ......... . ........ 0.00 ,,,1 2. Stocks and Bonds(Schedule B) ....................................... 1 0.00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable(Schedule D).........._.............. 4. j 0.00 : 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. j 30.84 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 10,008.48 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 0.00 t �z 8. Total Gross Assets(total Lines 1 through 7)............................. 8. 10,039.32 , 9. Funeral Expenses and Administrative Costs(Schedule H). ..... s. 0.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)........ ...... % 0.00 11. Total Deductions(total Lines 9 and 10)..... ....... . ........... .. ...... . 11. 0.00 12, Net Value of Estate(Line 8 minus Line 11).............................. 12. 10,039.32 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(Una 12 minus Line 13) ........................ 14. ! 10,039.32 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 F_-'" (a)(1.2)X.0 0 0.000 15. 0.00 ! 16. Amount of Line 14 taxable at lineal rate X.045 10,008.48 16. 1,201.02 17. Amount of Line 14 taxable -_,_.�_.___...,_.__"� - at sibling rate X.12 5,746.52 17, 689.58 18. Amount of Line 14 taxable 0.40 0.00 at collateral rate X.15 18, 19. TAX DUE .......................... . .. ........ ....� ........ . ...... 19. ! 1,394.20 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT t= i Side 2 L 1505610205 1505610205 REV-1504 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Gloria G. Wrights STREETADDRESS - 2 Willow Drive CITY STATE ZIP S hippensburg PA 17257 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,394.20 2 Credits/Payments A,Prior Payments _ 0.00 B,Discount 0.00 3. Interest Total Credits(A+g) (2) 0.00 4. It Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (3) 121.47 Fill in oval 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) 1,515,67 Make check payable to: REGISTER OF WILLS, AGENT. may,._ ':n .�„,. .,,, < ,... .. ,.. ,..c: <,• y w_, n. o., }a-, .. 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...........,.............................................................................. ❑ W 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?........................................................................--................--.............. 0 ■ 1 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 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)(1)], 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 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(x)(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. I�1 REV.*og EX+(o:-so) ` pennsytvania SCHEDULE F DEPARTMENT 0INTLY-OWNED PROPERTY INHERITANCE TAX REVENUE AN{E REtURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Gloria G.Wrights If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule 6, SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A,April C.Wrights 1 2 Willow Drive 1 (Daughter j 1,Shippensburg,PA 17257 i S.�Ronalcl R.Elliott,Sr, j1548 Grrstown Road jBrotherr j Shippensburg, PA 17257 i I n _.__. v _ ll JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH REM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTMT10N AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENTS VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1' A. i 1 ipatnot FCU Account No 5000030052-00(ACN 13126794) 2 808120 ; 1/6E i 4680 2 I 1 Patriot FCU Account No 500030052-00(SCN 13126796) 22 7631h1 116E , 3 793 9 ii�� u 1 � I i."'Patriot FCU Account No. 9 4951096240-25(ACN 13122858)..._,:.._.,_.,. � .. >� � � � 50%� :- 84� '3 1 r B j Patriot FCU Account ND 4951096240 00{ACN 13122857) 77 56^, 50 0 38J8 t 5. B = PatrotFCUAccountNo. 109629000{ACN13122860)T X9061 5 50% 4,53 3 #~, 3 6 B �, Patriot FCU Account No 1096290-25(ACN 13122859) 241 A3 { 50%i 120.72 Item 3.6 above were reported on original return with incorrect figures i r f i i Figures in items 3-6 reflect difference between DOD value 8 Ong Rat i 1 7p$i�s tNo.. __.......(ACN .-_.,_� ..._..._ ! e { 50%1 zw X1240001 7 ` ( B # i Patriot FCU Account No 109629010 ACN 13122861 ) 1 8240 Patriot FCU Account 109629015 ACN 13122862 480,001 r 50/°' � 9 { B Patriot FCU Account No 5000036052-00 ACN 13t 26785 t 2 80812 116 468 03 i' 10 1 I # � CU Account No 5000030052 40(ACN 13126797) 22,7 @3.11 g 116 3 7!, .9 { B Patriot F t # t 1 ..,.A.....,c,„ �, 'z �• pp« �—:..-.-., f wrrd, s x.lwerranl^E3 I t 'TOTAL(Also enter on Line 6, Recapitulation) $' 14,270.44 If more space is needed,use additional sheets of paper of the same size. _