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HomeMy WebLinkAbout12-31-14 (3) 3 ' 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 1 Harrisburg,PA 17128-0601 RESIDENT DECEDENT di 14 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 8 0 5 2 0 1 4 0 7 3 1 1 9 2 7 Decedent's Last Name Suffix Decedent's First Name MI E S T E P S R W A R R E N B (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI E S T E P B A R B A R A A Spouse's Social Security Number 1 7 7 2 4 9 9 1 1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 0 1.Original Return 2.Supplemental Return F� 3. Remainder Return(Date of Death Prior to 12-13-82) ❑ 4. Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required death after 12-12-82) ❑ 6.Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) 9. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(Date of Death ❑ 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 B E N J A M I N J B U T L E R 7 1 7 2 3 6 N1 4 8 5 C7 REGff&_T15KOF WILL SSE O YM First Line of Address -N-t 1 0 0 7 M U M M A R 0 A D " cn x �ru C Second Line of Address CD � i -O —rI S U I T E 1 0 1 City or Post Office State ZIP Code - —i DATE FILA Cl) Ch Q L E M 0 Y N E P A 1 7 0 4 3 r-n �]1 Correspondent's e-mail address: LAWYERS@BUTLERLAWFIRM.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. SIGNATURES,P F PERSON RESPONSIBLE FOR FILING RETURN DATE �&�Yr Xn_/2!9 /12- 22 - 11A ADDRESS 48 PINE D E CIRCLE ENOLA PA 17025 SIGNATURE F P EP ER OTHER THAN REPRESENTATIVE DATE iL I d ADDRESS 1007 MUMMA ROAD, SUITE 101 LEMOYNE PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 t J 1505610240 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: WARREN B. E S T E P i SR RECAPITULATION 1. Real Estate(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. ' 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 1 8 4 1 6 . 4 0 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . . . : 7. 1 0 6 6 7 ? . 8 0 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 2 5 0 9 4 . 2 0 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 9 9 0 . 0 0 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) . . . . . . . . . . . . . 10. 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 9 9 0 . 0 0 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12• 1 2 4 1 0 4 . 2 0 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. 1 2 4 1 0 4 . 2 0 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.000 1 1 5 3 9 1 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate x.045 8 7 1 3 . 2 0 16. 3 9 2 . 0 9 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3 9 2 . 0 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 1505610240 1505610240 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 0 0 DECEDENT'S NAME WARREN B.ESTEP, SR STREET ADDRESS 48 Pine Ridge Circle CITY STATE ZIP Enola PA 17025 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 392.09 2. Credits/Payments A.Prior Payments B.Discount 19.60 Total Credits(A+B) (2) 19.60 3. Interest (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) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference,This is the TAX DUE. (5) 372.49 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 ...................................................................... ❑ 191 b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑X c. retain a reversionary interest ..................................................................................................... 11d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑X 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. X❑ ❑ 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 [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 decedent's 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-1509 EX+(01-10) ` plennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WARREN B. ESTEP, SR 0 0 If an asset was made jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A.Barbara A.Estee 48 Pine Ridge Circle Spouse Enola,PA 17025 B.Jerry L. Estep 48 Pine Ridge Circle Lineal Enola,PA 17025 C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 7 yr Santander-Checking Account No.921725493 55,249.22 16.666667 9,208.20 with accrued interest of$.46 2 B 7 I yr Santander-Checking Account No.921725493 55,249.22 16.666667 9,208.20 with accrued interest of$.46 TOTAL(Also enter on Line 6,Recapitulation) $ 18 416.40 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(0e-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FCLE NUMBER WARREN B. ESTEP, SR 0 0 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACHACOPY OFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST OFAPPLICABLQ VALUE 1. Morgan Stanley-IRA Account No.410-022476-040 39,373.00 100.00 39,373.00 Beneficiary: Barbara A. Estep(spouse) 2. Orrstown Bank-JRA CD Account No.4000035315 67,304.80 100.00 67,304.80 Beneficiary: Barbara A.Estep(spouse) TOTAL(Also enter On Line 7,Recapitulation) $ 106 677.80 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WARREN B. ESTEP SR 0 0 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 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: Butler Law Firm 975.00 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 Return Preparer Fees: 7. Cumberland County Register of Wills-Filing Fees 15.00 TOTAL(Also enter on Line 9,Recapitulation) $ 990.00 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) p)ennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WARREN B.ESTEP SR 0 0 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Barbara A.Estep Spousal 115,391.00 48 Pine Ridge Circle Enola,PA 17025 2. Jerry L. Estep Lineal 8,713.20 48 Pine Ridge Circle Enola,PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART I1- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 372.49 Discount: 19.60 Interest Table Year Days Delinquent Balance Due Interest this time period this year this period Before 1981 1982 1983 1984 1985 1986 1987 1988 through 1991 1992 1993 through 1994 1995 through 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 through 2014 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: i PLEASE NOTE THE FOLLOWING STATEMENT IS APPLICABLE TO THIS ESTATE When a tax is imposed upon a transfer of jointly owned propertyby right of survivorship (see Schedule F) or a taxable inter vivos transfer (see Schedule G), the deductions will be allowed to the transferee only to the extent that the transferee has actually paid the deductible items and either the transferee was obligated to pay the deductible items or the estate subject to administration by a personal representative is insufficient to pay the deductible items. The transferee must show that the same debts are not also claimed by an executor, administrator, or other personal representative handling the administration of the decedent's estate. A41, ., <: ' Statement F'et�od OTli4174 TO O8ft�l4 SANTANDE..PREiVIIER`CHECkING For your earl enience our Ciistoiner)C)—tatt.06ter is avadabl from 7'am 8 prn ESTs' days vYeek. 1,:43' =a1CU ia�'B7. B='k .,.._.1..,:.,...,....rvr,.r_.ts'-1.,..:,<:n..s.�,a..K'rr..,,;..,..._.�s.,,..t.:".-.L�.,.o.,,.ara,-:*?t-+-:tr,.J:ca%.;..s..'..:s..•,,.-r_...,N,,...,.,f..,. .w..w.,.Y.a,.:o.<,_0.c+�„t,u,�.`rx3Y :.t�?ii`%c:<,R^•:>.S,,_.f.'y''i.''-c.A'�rft+p,-0.'f'��°w-r°s-..:fi.;"r,:..!'`a t:'FrWs;..,,;•". ti_r.::'s`.:n�,+:.`r;:g>.i%°T1i',rs�"..,^`fi'9 ....:x C'.+la;^,{?�.Srf'pb�}2='f'Tsrss-.yt .s,..W$�.5; , _;r t1SBf $140A27?�✓SV7,a_-`Y.•:%."�><•^ .<r="2aya.,l. l.in `%:•'%T, ?. 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' 01 Cop MNT YE 4R:DEPOStT 1 t 1 PRIOR•YEAR DEPOSIT • . „RO i dVER iN' ;CRDMON4 C? ✓�! 43 RNAL TRANSFER'-IT1 f, WTSIGNA IURE \ gW6j ECT TRANSFER OMER IN Yj TARED BY DEPOSIT AMOUNT Soo _-r_:----- Required Minimum Distribution 1/07/14 (RMD) j aur account relationship is very important to us so we would like to remind j )u about your mandatory IRA distribution for the current •year at Orrstown Lnk. The amount of your distribution for this year is $5,260 .23 ~d is required to be taken on or before December 30 of the current year. We •e required to report the minimum distribution to the IRS. If you wish to ive this RMD with Orrstown Bank, please visit a branch nearest you to sign a iver form. If you have any questions about your RMD, please contact stomer Service at 717.530 . 3530 or 1. 888 .677. 7869. ink you for banking with Orrstown Bank! i j Warren B Estep Sr � 48 Pine Ridge Circle Enola PA 17025 f 1 { �� �N D v = , y 1r w O 01 LO o m -. m oOD. ; oma zSn a l�fi 6969 rfl ' 0 '' WES jrKs Z � @ d x 90O O 0) '*00 �_ n � oa to 0 0w � R3 co 0-t O © z