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Home My WebLink About03-18-15 (3) J '� pennsylvania 15 0 5 618 4 0 3 OEVARTMENT OF REVEN�X(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes Counry Code Year File Number Po Box 2soso� INHERITANCE TAX RETURN Harrisburq PA 17128-0601 RESIDENT DECEDENT 21 14 119 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 06 �2 2006 01 12 1952 DecedenYs Last Name Suffix DecedenYs First Name MI MOYER CARL E (If Applicab�e)Enter Surviving Spouse's Information Below Spouse's Last Name Su�x Spouse's First Name MI MOYER JANET THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � t. Original Return � 2. Supplemental Return � 3. Remainder Return(date of death prior to 12-13-82) � q. Agricultural Exemption(date of � 5. Future Interest Compromise(date of � 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) � 7. Decedent Died Testate � 8. Decedent Maintained a Living Trust � 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) � 10. Litigation Proceeds Received � 11. Non-Probate Transferee Return � 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) � 13. Business Assets � 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number GEORGE F DOUGLAS III ESQ 717 249 6333 First Line of Address 354 ALEXANDER SPRING RO Second Line of Address �, ;.':� City or Post Office State ZIP Code �� , r, _ ; � CARLISLE PA 17015 f '`' � ' `~' . -;-� _, , � . � �i _ CorrespondenYs email address: 9douqlas salzmannhuqhes.com " '—'' ; � ,��.T— REGISTER OF WILLS USE ONLY __;7 _._., , REGISTER OF WILLS USE ONLY -�� --� " �. `� DATE FILED MMDDYYYY o----� - ��,� , ._, ,. ` � r..n . c� DATE FILED STAMP Side 1 (I��I�I III�I IIIII�II�I�IIII�II�I IIIII IIIII�I�II III��IIII I��I L 1505618403 1505618403 � \ � 1505618411 REV-1500 EX DecedenYs Social Security Number DecedenYs Name: MO)/@f, Carl Edward 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. 15 ,0 0 0 • 0 0 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 15,0 0 0 • 0 0 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 5 ,13 5 • 5 0 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 2 ,3 3 2 • 7 6 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 7 ,4 6 8 • 2 6 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 7 ,5 31 • 7 4 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 ,5 31 • 7 4 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)X.o0 7 ,5 31 - 7 4 15. O • 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0 • 0 0 16. U • 0❑ 17. Amount of Line 14 taxable at sibling rate X.12 0 • 0 0 �� - �� 18. Amount of Line 14 taxable at collateral rate X.15 0 - 0� 18. 0 • ❑0 19. TAX DUE................................................................................................................ 19. � • 0� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Under penaities of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has any knowledge. SI, URE OF P S N RESPONSIBLE FOR FILING RETURN �anet Moyer ��)�T ��` �_.. AD SS Mountain View Ter ce, Newville, PA 17241 �N��P� �`�t.A--PR l, NTATIVE George F Douglas, III Esq. �3� ('1 T 1 S F DRESS � 354 Alexander Spring Road, Suite 1, Carlisle, PA I II�I�I III�I IIIII IIIII IIIII III�I III�I IIIII�I��I III�I II�I I��I Side 2 L 1505618411 1505618411 � REV-1500 EX Page 3 File Number 21-14-1198 Decedent's Complete Address: DECEDENT'S NAME Moyer, Carl Edward STREET ADDRESS 42 Mountain View Terrace C�TY STATE ZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest �3� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) �.�� Make Check Pa able 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:............................................................................... � 0 b. retain the right to designate who shall use the property transferred or its income:.................................. ❑� � c. retain a reversionary interest;or.............................................................................................................. 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?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ ❑ containsa 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 January 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 step-parent 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(t)]. . 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-1508 EX+�08-12) SCHEDULE E ;��;�'' pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE pE RSONAL P RO P E RTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mo er, Carl Edward 21-14-1198 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Mobile Home -sold for 15,000.00 TOTAL(Also enter on Line 5, Recapitulation) 15,000.00 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.08-12) REV-1511 EX+(08-13) ��.' pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND ESIDENTDEC D NT URN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Moyer, Carl Edward 21-14-1198 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Janet Moyer Street Address 42 Mountain View Terrace City Newville State PA zio 17241 Waived Year(s)Commission Paid 2. Attorney's Fees Salzmann Hughes, P.C. 1,500.00 3, Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) 3,500.00 Claimant Janet Moyer Street Address 42 Mountain View Terrace City Newville State PA Zio 17241 Relationshio of Claimant to Decedent $pOUS@ 4. Probate Fees 135.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs TOTAL(Also enter on line 9, Recapitulation) 5,135.50 Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13) REV-1513 EX+(01-10) ��,��; pennsylvania SCHEDULE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Mo er, Carl Edward 21-14-1198 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY o DECEDENT (Words) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 Janet Moyer Wife Entire residue as 7,531.74 42 Mountain View Terrace surviving spouse Newville, PA 17241 Total 7,531.74 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10)