The URL can be used to link to this page

Home My WebLink About04-01-15 pennsylvania 1505k1413? O-FTM-OF REVENUE EX(03-14)(TP) REV-1500 OF USE ONLY INHERITANCE TAX RETURN Bureau of Individual Taxes County Code Year File Number PO BOX 280601 . Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 10052014 05171927 Decedent's Last Name Suffix Decedent's First Name MI PARRISH D MARTHA I—S] (If Applicable) Enter Surviving Spouse's Information Below f Spouse's Last Name Suffix Spouse's First Name MI PARRISH ROBERT �G THIS RETURN MUST SF FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW CXI�i 1.Original Return C=) 2. Supplemental Return p 3. Remainder Return(date of death prior to 12-13-82) C ) 4.Agriculture Exemption(date of C=D 5. Future Interest Compromise(date of Q 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) C=) 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.) C=:) 10. Litigation Proceeds Received p 11. Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) C=:) 13. Business Assets C=7 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G PARRISH 510 - 8940- 51 &7 First Line of Address 727 OAK OVAL Second Line of Address City or Post Office State ZIP Code jMECHANICSBURG PA 1700 Correspondent's email address: REGISTER OF WILLS USFA. YLY C15 C=- REGISTER OF WILLS USE ONLYQ C.r"s m y DATE FILED MMDDYYYY `:: co 'Xi CD Dk E M .STAM . �.tZa J C"> PLEASE USE ORIGINAL FORM ONLY Side 1 I'�I�I II��I�IIII��I�I�III�III�I ILII�I�'I II�'�VIII I��I IIII 1505614137 1505614137 Ul 1505614237 REV-1500 EX(TP) Decedent's Social Security Number Decedent's Name: MARTHA S PARRISH RECAPITULATION 1. Real Estate(Schedule A). ...... ... .__... ... ........ 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) C=) Separate Billing Requested ... .... 6. 89,859.50 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) = Separate Billing Requested.. . . .. . . 7. 8. Total Gross Assets(total Lines 1 through 7). . .. . . . .. . .. . .. . .. . .. . . .. . . .. 8. 891859.50 9. Funeral Expenses and Administrative Costs(Schedule H)... ....... . .. .... . 9. 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)......... ...... 10. 11, Total Deductions(total Lines 9 and 10).. .. . .. .. .. . .. . . .. . . .. . . ... . .. . .. 11. 0.00 12, Net Value of Estate(Line 8 minus Line 11) .. . . . . . . ... . .. .. .. . . . . . .... . .. 12. 891859.50 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. 891859.50 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under See.9116 (a)(1,2)X.OD_ 891859. 15. 0.00 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. • 19. TAX DUE .. .. . .. .. . . . . .. . . .. ... . . . . . .. . . . .. .. . .. .. . . . . . . . . . .. . ... . 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C)p Under penalties 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Ci J kn hs- ADDRESS SIGN:T F PARE�ROTHER;T4.PVR RESPONSIBLE FOR FILIN?" ADDRE&!5' 176 CUMBERLAND PARKWAY - MECHANICSBURG PA 170500 1111111 HE 111111111111111111111111111111111111111111111111 Side 2 1505614237 1505614237 REV-1500 EX (TP) Page 3 File Number D'ecedent's Complete Address: DECEDENT'S NAME MARTHA PARRISH STREETADDRESS 727 OAK OVAL CITY STATE ZIP MECHANICSBURG IPA 117055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0 .00 2. Credits/Payments A.Prior Payments 3,841 - 51 B.Discount (See instructions.) Total Credits(A+B) (2) 3,841 - 51 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) 3,841 -51 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 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 .......................................................................................... Elb. retain the right to designate who shall use the property transferred or its income ............................................ 171c. retain a reversionary interest .............................................................................................................................. 1-1 0 IKI 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? ........................................................................................................................ ❑ 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 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 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-15oy EX+(oi-io) i pennsylvania SCHEDULE F DEPARTMENT REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAXAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARTHA PARRISH If an asset became 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. ROBERT PARRISH 727 OAK OVAL HUSBAND MECHANICSBURG PA B. 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. PNC SAVING 5113755664 45,723 0 . 00 221861 . 50 PNC SAVING 5113755664 731537 . 0 . 00 36,768 . 50 PNC CHECKING 5116057407 601459 0 . 00 301229 . 50 ALL ACCOUNTS WERE TRANSFERRED FROM VIRGINIA BANKS . THE FUNDS WERE JOINTLY OWNED FOR MANY YEARS . TOTAL (Also enter on Line 6, Recapitulation) $ 891859 - 50 If more space is needed, use additional sheets of paper of the same size. � MT_&Mr's,Robert Pas-risk - -��ss 1 E3 bp 1� fi _ per {" . i� 727 OakX7101 2015 P • r :. S 2 1` i U3A Wt m Tanagn 27 6occr44ou PA 1"7013 - :33R7