The URL can be used to link to this page

Home My WebLink About11-05-14 (2) � 1505610105 REV-1500 EX(oz-ii)(FI)�. OFFICIAL USE ONLY PA Department of Revenue pennsylvania Coun Code Year File Number oEPaq.ME�,oFaE�EN�E Bureau of Individual Taxes INHERITANCE TAX RETURN � � PO BOX z8o6oi �� / � Harrisburg,PA 1'7i28-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW ' Social Security Number Date of Death t�1MDDYYYY Date of Birth MMDDYYYY , ', 11/24/2013 ' 01/17/1929 Su�x Decedent's First Name MI DecedenYs Last Name __ _ _ ,Yohn ' John W ; (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI 'n/a _ _ _ _ _ Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1.Original Return CC 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 p 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 CONPIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number �., �-- _ _ __ _ C7 �,_� Adam R. Deluca, Esq. (717)249-14�70 = � � _ __ _ �.a _, -_ i�� ,�r REGIST�R-OF_`)�fIL�L$USf�NLY ;"" � � ; .yy r7 _ z r_..� First Line of Address ' .,, . ' � : i::� __ _ _ __ _ "61 W. Louther Street 'v ; -r� : � _ _ . . _. ; � . _ --� Second Line of Address � �� __ __ _ W r..� rn _ _ . _r_ U� C7 City or Post Office State ZIP Code DATE FILED CT� �'7 Carlisle ' PA 17013 CorrespondenYs e-ma�i address:adeluca@keystonehearings.com 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. SIGNATURE OF PE N RE BLE FOR F ING ETURN DATE , `'/ �j ADDRESS 329 She o' d Drive, Carlisle, PA 17015 SIGIyA�UR OF P�e��TH EP�VE �pqT,�_ � 1 � /� / � _ �� ADDRESS 61 West Louther Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610105 15�5610105 J J 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number oecedent's Name: Johll W. YOhn ' ' RECAPITULATION 1. RealEstate(Schedule A). . ... . .. ..... .. . .... ... ... .. . .... . .. . ....... . 1. ' ' 2. Stocks and Bonds(Schedule B) . ... ..... ... ... ... ....... .. . . ... . ...... 2. ', ' 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . .. . 3. ; ; 4. Mortgages and Notes Receivable(Schedule D). . ........ .... . ....... ... .. 4. ' 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E)... ... . 5. ', 975.00 ' 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. ' 975.00 ' 9. Funeral Expenses and Administrative Costs(Schedule H)... ..... .. . ....... . 9. ' 265.00 ' 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I). ... . . .. ....... 10. ' ' 11. Total Deductions(total Lines 9 and 10).. . . .. ... . .. . ... ... ..... .. ....... 11. ': 265.00 ' 12. Net Value of Estate(Line 8 minus Line 11) .... . .. .. . .. ..... . .... . .. ... . . 12 ' 7��.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. ', 710.00 ; 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- ' 15. ', ' 16. Amount of Line 14 taxable ' ' at lineal rate X.0 45 710.00 ' 16. ' 31.95 ' 17. Amount of Line 14 taxable ' at sibling rate X.12 ' 17. ' 18. Amount of Line 14 taxable . ' at collateral rate X.15 ' 18. ' : 19. TAX DUE . .. .... ...... . .. .. . ....... . .. ... .... .... .. ..... .. . .. . . ... 19. ', 31.95 ' 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 7,505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number � l 3 ' I 3 V u � Deceden#'s Complete Address: DECEDENT'S NAME John W. Yohn STREETADDRESS 331 Sherwood Drive CITY STATE ZIP Carlisle PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 31.95 2. Credits(Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 3. I nterest (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) 31.95 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.............................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ � 2. If death occurred after Dec.12, 1982,did decetlent 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 tlecedent 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 tlates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposetl 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 still applicable even if the surviving spouse is the only beneficiary. For dates of tleath 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 tlecedenYs 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 tlefined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-iso8 EX+(o8-1z) � pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASN, BANK DEPOSITS & MISC. INHERITANCE TAX REfURN PERSONAL PROPERTY RES[DENT DECEDENT ESTATE OF: FILE NUMBER: JOHN W. YOHN 21-13-1308 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 1. Department of Revenue Property/Rent Rebate 975.00 'check was received on October 16,2014 after the Dept of Rev issue us a letter on April 25,2014 stating that decedent was not entitled to rebate. Verified with Dept of Rev that check was correctly issued." TOTAL(Also enter on Line 5, Recapitulation) $ 975.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+ {OS-13) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXREfURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN W. YOHN 21-13-1308 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES; i. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 250.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: �• Filing fee for Supplemental Return 15.00 TOTAL(Also enter on Line 9, Recapitulation) $ 265.00 If more space is needed, use additional sheets of paper of the same size.