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Home My WebLink About08-08-14 _ _ _ _ , J 1505610105 REV-1500 EX�o�_��>�F�, � enns lvania OFFICIAL USE ONIY PA Department of Revenue P Y County Code Year File Number Bureau of IndividualTaxes �E��pr�E�T�FpE�E�uE PO BOX 28o6oi INHERITANCE TAX RETURN �' f�, � / J� Harrisburq,PA i'7128-06oi RESIDENT DECEDENT � �� ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 01/20/2013 03/17/1940 DecedenYs Last Name Suffix DecedenYs First Name MI Kiner ' ' Dianne , L (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 €�E�iS"�'�Et �F INILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) p 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) � 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 T0: Name Daytime Telephone Number ,_: 717 787-6�`/ = �_' Judy Kiner-Smith ( ) �� -;-,� REGISTER70� �IL�S US - LY ; ;<1 , T` �1 ,..� - , �Cr� ! , � 1� First Line of Address �� ' " C.,C,.: � -`� —r= 200 Old Town Road -�c^_. --w � r' . a, = - .. : Second Line of Address D y � r G � `' �.C'> -�-� City or Post Office State ZIP Code oATE Fi�e� Gardners PA 17324 CorrespondenYs e-mail address:jukine�smi pa.gov 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 infortnation of which preparer has any knowledge. SIGNATURE ERSO RESP SIBLE R FILING RETUR DAT s �0 / ADDRESS�CJ O 01� �/J �� v` ° �(�(,�(/l/ I'C�4S. �� I / �C.J�� SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610105 1505610105 J � � J 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number �eceee�rs Name: Dianne L. Kiner 161- 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. 0.00 6. Jointly Owned Property(Schedule F) O Separate Biliing Requested ... . ... 6. ', 0.00 7. Inter-Vivos Transfers&Miscelianeous Non-Probate Property (Schedule G) O Separate Billing Requested.. . . .... 7. ; 0.00 8. Total Gross Assets total Lines 1 throu h 7 8. 0.00 � 9 ). ............. . .. ... . . ... .... 9. Funeral Expenses and Administrative Costs(Schedule H).... . . .... . . ... . ... 9. ' 10,000.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)....... .... . . .. 10. 0.00 11. Total Deductions(total Lines 9 and 10)........ . . . . ............ ......... 1L ' 10,000.00 12. Net Value of Estate(Line 8 minus Line 11) ...... . . . ..................... 12. 0.00 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 Subject to Tax(Line 12 minus Line 13) ... ...... . . . ... . . .. . .... 14. 0.00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES ' 15. Amount of Line 14 taxable at the spousai tax rate,or transfers under Sec.9116 0.00 �a)�1.2)X.0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X A_ 0.00 16. I 0.00 17. Amount of Line 14 taxable at sibling rate X.12 0.00 �7, 0.00 ' 18. Amount of Line 14 taxable at coliateral rate X.15 �•�� 18. 0.00 19. TAX DUE ..... .. . ....... ................ . . ..... . . ..... . .... . ... . . . 19. 0.0� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O $ide 2 � 1505610205 1505610205 J • REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Dianne L. Kiner STREETADDRESS 513 Meals Road CITY STATE ZIP Gardners PA 17324 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. CreditslPayments A.Prior Payments 0.00 B.Discount 0.00 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) 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 .............................................................................................................................. ❑ � �. �t:� 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 containsa beneficiary designation? ........................................................................................................................ ❑ � lF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,Y4U MUST COMP�ETE 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 suroiving 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 retum 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 tleath 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 impased on the net value of transfers to or for the use of the decedenYs 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 decedenYs 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-1511 EX+ (OB-13) �� pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Dianne L. Kiner DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Casket 9,000.00 , Burial(Opening and Closing Ground) 800.00 ' -0bituary/Death Certificate 200.00 ' B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 10,000.00 Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attomey Fees 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 5. Accountant Fees: 6. Tax Retum Preparer Fees: 7. TOTAL(Also enter on Line 9, Recapitulation) $ 10,000.00 ' If more space is needed,use additional sheets of paper of the same size. [ `�� ; > . (� ;�. l ; ,4 jj� .�� Y i7 ..�„l.�T. , ! � ` r � � , � �M t � ��3�. �. �� +,� �� , �, ��° � � ''� � N. � � , ..� S� � U a : �., ' n � � 4t ��O ;_= ;� � w .> ��' >� �?:�-�-, � �c-; ; W / V �� . j � f'��, Y i1r � ;� _ '��, , - �; , � �`�: _� �.� . - � . ( _ ,a �'Ti '-f :.� _` . < ' ��] _ __ _-�� 'i` t\- '""r �'1� r _ � �� ..'.. �. �^ ��yr, � � �� '.•tti �' � �. . � � V , •••��•-'s _ �j �� ' _• 1� � � � ` _ �•'�r� . 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