The URL can be used to link to this page

Home My WebLink About11-26-14 � 15056101D5 REV-1500 EX�oz_��,�F�> -�.� ennsylvania OFFICIAL USE ONLY PA Department of Revenue PEvqp,MF r County Code Year File Number Bureau of Individual Taxes � INHERITANCE TAX RETURN y � PO BOX28o6oi RESIDENT DECEDENT � I "I CJ��G Harrisburg PA i�iz8-o6oi ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY � b'i ��y�Z,p�c,� o c�/09/�9 2 Z. DecedenYs Last Name Su�x DecedenYs First Name MI Baxter Nicole F (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 O 1.Original Return � 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) Beriveen 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 Thomas P. Gleason Esquire (717) 532-3270 --� c-� ,`:�-' � REGIS a R�F WILLS�ISE ONLh`�� '..�".7 _,v C7 �"�' f 7 ( _._ �...� C-._' r_-. '7 First Line of Address ' ; � " n> '' �. � 49 West Orange Street �� ' ' Second Line of Address - -�'� ° .a� Suite 3 ' �, �.: c:. 'ffATE FILE� t � `�� Cit or Post Office State ZIP Code �� Y �-T1 �r, _ Shippensburg PA 17257 � �� corres e-mail address:t0171 leason tom leasonlaw.com Un enalties of perjury,I declare that I have ex n this retum,including accompanying schedules and statements,and to the best of my knowledge and belief, it' tr , rrect and complete.Deci r ion repa r other than the personal representative is based on all information of which preparer has any knowledge. IGN SP SIBLE DATE I.��Zo� . ADDRESS '--t St-1 �--�'t-y �2 c�.� , N4-�=�r �c�.�� . �=1 � 7 Z`-1 � SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 � �, � � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYs Name: Nicole F. Ba�er 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. Mort a es and Notes Receivable Schedule D 4. 0.00 9 9 � ) . . .. . . . .... . .. . .... . .... . . . 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). ..... . 5. -14,034.81 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 throu h 7 s. -14,034.81 � 9 )... ..... ... .. .. . .. . .... . .... . 9. Funeral Expenses and Administrative Costs(Schedule H). .... . .... . ..... ... 9. 0.00 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)... ... . . .. . . . .. 10. 0.00 11. Total Deductions(total Lines 9 and 10)... . .. .. . .. . .. . . . .. . . ... ..... . . . . 11. 0.00 12. Net Value of Estate(Line 8 minus Line 11) . . ..... ..... ..... . .... . .... . .. 12. -14,034.81 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 spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 0.00 15 O.00 16. Amount of Line 14 taxable � at lineal rate X.0 45 5,965.19 �g. 268.44 17. Amount of Line 14 taxable at sibling rate X.12 �.�� 7. 0.0� 18. Amount of Line 14 taxable at collateral rate X.15 0.00 �g 0.00 19. TAX DUE . . . ........ .. . .... . . . ..... . . . ..... ..... . .... . .... . .... . .. 19. 268.44 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Nicole F. Baxter STREETADDRESS 454 Nealy Road CITY STATE ZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 268.44 2. CreditslPayments A.Prior Payments 855.00 B.Discount 0.00 Totat Credits(A+g) (2) 855.00 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) -586.56 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 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? ........................................................................................................................ ❑ � 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 suroiving 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 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 decedenfs 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-i5o8 EX+(08-12) � pennsylvania SCNEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Nicole F. Ba�er 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 �. Merrill LynchIBOA checking account no.00431001-6058** 1,145.25 **Difference between value reported on original Return and DOD value** 2. Discover Bank CD-erroneous reported on original Return as independent asset.This CD is actually part -10,000.00 of Merrill Lynch account 7PQ-10854 which was reported on original Return 3. Discover Bank CD-erroneous reported on original Return as independent asset.This CD is actually part -10,000.00 of Merrill Lynch account 7PQ-10854 which was reported on original Return 4. Merrill Lynch/BOA Money Market savings account ending 4535 4,819.94 TOTAL(Also enter on Line 5, Recapitulation) $ -14,034.81 If more space is needed,use additional sheets of paper of the same size.