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HomeMy WebLinkAbout04-09-15 1505618403 pennsylvania �_j OCPARTNIENT or ntvc­tX(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 14 1013 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 03 06 2008 07 03 1933 Decedent's Last Name Suffix Decedent's First Name Ml WOLF FORREST N (if Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Mi WOLF THEETTA P THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Ed1. Original Return 2, Supplemental Return EJ 3. Remainder Return(date of death prior to 12-13-82) F] 4. 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) R7. Decedent Died Testate F1 8. Decedent Maintained a Living Trust o 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) F110, Litigation Proceeds Received EJ 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) El13. 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 TO: Name Daytime Telephone Number WM D SCHRACK 111 717 432 9733 First Line of Address 124 W HARRISBURG STREET Second Line of Address ry C= City or Post Office State ZIP Code C-5c,ir-n C-> DILLSBURG PA 17019 M -0 "_Da Ca �:O, M n tri M Correspondent's email address- schracklaw(a)_corricast.net REGIEYER 0-*1LLS,.45E 0114' C) 3 `tet REGISTER OF WILLS USE ONLY h -71 C") DATE FILED MMDDYYYY M DATE FILED STAMP Side I 1505618403 1505618403 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: Wolf, Forrest N. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 6 -1977 - 65 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. 97 - 19 6. Jointly Owned Property(Schedule F) [I 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. 7 ,D 7 4 - 8 4 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 5 -, 477 - 69 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 5 , 477 - 69 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 11597 - 15 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 -1597 - 15 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.00 1 ,597 . 15 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 - 00 18. Amount of Line 14 taxable at collateral rate X.15 0 - 00 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 0 . 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 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. SIGNAT DATE W � Ronald . oyZ ADDRESS 1635 W. Lisburn RoAd, Mechanicsburg, PA 17055 SIGNATURE RAR R ER TH PRESENTATIVE Wm. D. Schrack III DATE ADDRE 124 W. Harrisburg Street, Dillsburg, PA 17019 11111 Illl 111111111111111111111111111111111111111 IN Side 2 1505618411 1505618411 REV-1500 EX Page 3 File Number 21-14-1013 Decedent's Complete Address: DECEDENT'S NAME Wolf, Forrest N. STREET ADDRESS 1640 W. Lisburn Road CITY STATE ZIP Mechanicsburg PA 17055 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) 0.00 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;............................................................................... I,J I XJ b. retain the right to designate who shall use the property transferred or its income;.................................. Lf -1 l. c. retain a reversionary interest;or............................................................................................................... _� 0 d. receive the promise for life of either payments,benefits or care?............................................................ ❑ LXj 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without t—� receiving adequate consideration?.................................................................................................................... I t—1 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?.................................................................................................................. 1 ❑ 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 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-1503 EX+(08-12) SCHEDULE 8 -pennsylvania STOCKS & BONDS DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Wolf, Forrest N. 21-14-1013 All property jointly-owned with right of survivorship must be disclosed on Schedule F, ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 85 shares of Prudential Financial common stock(proceeds) 82.09 6,977.65 TOTAL(Also enter on Line 2, Recapitulation) 6,977.65 (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 B(Rev.08-12) Rev-1508 EX+(08.12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Wolf, Forrest N. 21-14-1013 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 11 First Energy-refund 97.19 TOTAL(Also enter on Line 5. Recapitulation) 97.19 (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 " SCHEDULEH , ! DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAY RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wolf, Forrest N. 21-14-1013 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 2,215.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees Wm. D. Schrack 111 3,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 190.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 72.19 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 5,477.69 Copyright(c)2013 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Wolf, Forrest N. 21-14-1013 ITEM wuMeEn DESCRIPTION AMOUNT Funeral Expenses 1 Hoffman&Roth Funeral Home 2,215.00 H-A 2.215.00 Other Administrative Cost 2 Bureau cfVital Statistics 'obtain tax certificate 45.95 3 Clerk nfOrphans'Court'Release filing fee 500 4 Miscellaneous expense during administration(postage,etc) 6.24 5 Register ofWills'Inheritance Tax Return filing fee 15.00 H'137 72.19 Copyright(c)u002form software only The Lackner Group,Inc. Form Px-150mSchedule x(Ro, s-90 REV-1513 EX+(01-10) wl� D pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Wolf, Forrest N. 21-14-1013 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not Li§t Tru tee(sl TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Theetta P.Wolf Spouse 1640 W. Lisburn Road Mechanicsburg, PA 17055 Total Enter dollar amounts for distributions shown above on lines 15 throw 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: 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) LAW OFFICE OF Wm. D. SCHRAck III 124 WEST HARRISBURG STREET DILLSBURG, PA 17019-1268, Telephone 717-412-9733 E-Mail: Scliracklaw@comcast..nct I'delax 717-432-1053 Website: Schrac;kla"'.COM April 8, 2015 Register ol'Wills Cumberland County Court House. `�' fi One Court House Square Carlisle, PA 17013-3387 u� c Re: Estate of Forrest N. Wolf File #: 21-14-1013 D/D: March 6, 2008 r--A x ,. .ro Whom It.May Concern: You will find enclosed herewith two complete copies ol'the REV-1500 filed in behalf of tl'1c Achnl:inistrator of the affairs of Forrest N. Wolf. Also enclosed is a lace page stamped"copy" Please-accept.the filings as presented, and time-stamp and return to me in the envelop that is ,provided the copy page that.verifies for my File drat the filing is complete. Thank you for your attention to this request.. Since-cly, 4WkDSCHRACK'III WDS/jet enc. A >. its Posp Ell i.l ,l 11Lii�llltl y • E �J-S { F arwewv PITNEY BOWES RE�dR� �lL�•-S , 02 1P $ 001.61° 0001791297 APR 08 2015 MAILED FROM ZIP CODE 17019 C�Ec� oF. Wm. A ScmucKM LAW OFFICE 124 W.Harrisburg St. Dillsburg,PA 17019-1268 i Heegister of Vills Cumberland County Courthouse One Court House Square Carlisle, PA 17013-3387