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Home My WebLink About10-23-14 (2) 1505610105 REV-1500 oc(02-11)(Fn a6. OFFICIAL USE ONLY PA Department of Revenue 28o6ai p va C„r,(y Cade year File Number PO 80X 8o6 Bureau Individual Taxes INHERITANCE TAX RETURN -l� ++4 ii Harrisburg,PA 17128-0602 RESIDENT DECEDENT d14 'Iq ENTER DECEDENT INFORMATION BELOW - Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0712312014 01/22/1914 Decedent's Last Name Suffix Decedent's First Name MI KISTLER GLADYS R (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 C=i 1.Original Return CID 2.Supplemental Return C7 3. Remainder Return(Date of Death Prior to 12-13-82) C) 4.Limited Estate p 4a.Future Interest Compromise(date of C= 5. Federal Estate Tax Return Required death after 12-12-82) CD 6.Decedent Died Testate C= 7.Decadent Maintained a Living Trust __- 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Tnist) C-1 9.Litigation Proceeds Received C= 10.Spousal Poverty Credit(Date of Death C=) 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 PETER A SWARTZ (717)691-7706 REGMER OF WILL _C E ONI1 rr First Line of Address M - 204 COCKLEYS DR ;=' -TI ry Second Line of Address ::3 r� f73 C> i City or Post Office State ZIP Cade ' GATE FILE MECHANICSBURG PA 17055to r— o r � Correspondent's e-mail address:pas191 2comcast.net Under penalties of perjury,I declare that 1 have examined this return,including acoDmpanying 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 prepafer has any knowledge. TURE OF PERSON RESPPNSIBLE FOR FIUNfp RETURN DA ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J , J 1505610205 REV-1 500 EX(Fl) Decedent's Social Security Number Decedent's Name: GLADYS R KISTLER 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)....... S. 7,846.83 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 0.00 8. Total Gross Assets(total Lines 1 through 7)............................. 8. 7,846.83 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 0.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. 0.00 11. Total Deductions(total Lines 9 and 10)................................. 11. 12. Net Value of Estate(Line 8 minus Line 11).............................. 12. 7,846.83 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. 7,846.83 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_ 15.' 16. Amount of Line 14 taxable at lineal rate X.0_ 16. 17. Amount of Line 14 taxable at sibling rate X.12 17.. 18. Amount of Line 14 taxable at collateral rate X.15 18. 7,846.83 19. TAX DUE ......................................................... 19. 1,177.02 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME GLADYS R KISTLER STREETADDRESS TODD MEMORIAL HOME 1000 NORTH WEST ST CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,177.02 2. Credits/Payments A.Prior Payments 335.46 B.Discount 58.86 Total Credits(A+B) (2) 394.32 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) 5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 782.70 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.......................................................................................... ❑ N b. retain the right to designate who shall use the property transferred or its income............................................ ❑ 0 c. retain a reversionary interest.............................................................................................................................. ❑ 0 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 V2 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 decedents 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 decedents 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-15o8 EX+(o8-i2) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS&MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GLADYS R KISTLER 21140991 Include the proceeds of litigation and the date the proceeds were received by the estate. AN property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T BANK ACCOUNT 7,846.83 TOTAL(Also enter on Une 5, Recapitulation) $ 7,846.83 If more space is needed,use additional sheets of paper of the same size.