HomeMy WebLinkAbout04-10-15 J . 1505614105
��pennsylvania
s..A.�.,ff.m.,. ex(on-�al(�1
REV-1500 OFFIGIAL USE ONLY
Bureau of Intlivitlual Taxes CountyCade Year File Number
vo aax zsaeoi INHERITANCE TA% RETURN �I I2 (�,��
narnsburg vn vtie-o6o1 RESIDENT DECEDENT '/
ENTER DECEDENT INFORMATION BELOW
Social Secunty Number Data o(Death MM��VYYY Oate of Birth MM�OYYYY
oziazoi3 oaoszo�s
OeretlenPs Las�Name SuRx DereCenPs Firsl Name MI
Tritt Nancy C
(MAppliuble)Enter Surviving Spouse's Into�mation Below
Spouse's Last Name SURix Spouse's Firs�Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
p 1.On9��al ReNm � 2.Supplemental ReWm O 3. Remaintler Retum�tlate of tleatM1
pdorto 12-13-82)
p A.AgnculWre Exemption Ida[e N p 5. FUNre Inlerasl Gompromise(Jate o( p 6. Federal Es[ate Tax ReWm ReQuiretl
tleaN on or afier]-0-2012) tleatb aflar 12-02-82)
p ➢.Decetlen�Dietl Testate O fl�ecedent Maintainetl a LiNeg Tms[ 9. Total Number of Safe�eposit Bones
(AttacM1copyofwill.) (A�WchcopYo(tmst)
0 10.Litigation Proceetls Received O ���Non-Probete Transferee RSWm p 12. DefertaVElection o(Spousal Trusts
(Schedule F and G Pssels Onry) �
O 13.3usiness Assets O 14.Spouse is Sole Benefciary ,
- (No bust imolvetl)
CORRESPONUENT- THIS SEGTION MUST BE COMPLETEU.AlL CORRESPON�ENCE AND CONFIUENTUL TA%INFORMATION SHOULO BE�IREGTEU T0:
Name DayRime Telephone Number
De6orah Ott (717) 5323199
First Line o�Aderess �
28 Airport Road
Second Line of Aearess
Ciry or Post�ce Slate ZIP Cotle
Shippensburg pa 17257
Cort¢spontlent'a email atlAress:
REGISTER OF WILLS USE ONLY
REGISTEP OF WILL$USE ONd
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L IlllllllllVllllll�l��ll��lll��ll�l��lllllllllllllllllll 1505614105 J �
� 1505614205
REV-1500 EX(FI) �ecetlenPs Social Security Number
oeuee�r:�v.me: Nancy G Tritt
RECAPITULATION
1. Real Es[ate(ScheEule A). .. .. . . . .. .. . .. .. . .. .. ... ..... ............ . .. 1. 0.�4
2. Stocks and Bands(Schetlule B) . . .. .. ... .. . .. .. ... ................. . .. 2 �.��
3. posety Heltl Carporafion, PartneShip or Sole-Propne�orship(ScheOule C) ... . . 3. �.Q�
4. Mortgages anE Noles Receivable(Schedule D) .. .. . ... ................. .. 4. 0.00
5. Cash,Bank Oeposi�s and Miscellaneous Personal Pmperty(Schedule E)..... . . 5. 227,384.42
fi. JoinYy Owned Property(Schedula F) O Separate Billing Reques�ed ..... .. 6. 0.00
]. Inter-Vvos Transfers 8 Miscallaneous Non-Probate Property
(Schedule G) O Separate Billing Requested..... . . . Z 0.00
8. Total Gross AssMs(lotal Lines 1 ihrou9h�). . ..... ... ....... ........ .... 8. 221,184.42
9. Funeral Expenses and Atlminisiralive Costs(Schedule HJ....... ....... .. . .. 9. �9.584.01
10. Debls af�ecedenp Motlgage Liabilpies antl Liens(Schetlule I)........... . ... 1�. 16,800.41
�11. ToGI Detluctlons Qotal Lines 9 antl 10). .. .. . .. ... .. . ....._...... ...... 11. 36�384.42
12. Ne[Value of Btale(Line B minus Line 11) .. . ..... ... .............. ..... 72. 185,000.00
13. Chan�able an0 Governmental BequesislSec.9113 Trusts for which
an eleclion[o tax has not been maee(Schetlule J) .. .... .............. . ... 13.
14. Net Value Subfecl to Taz(Line 12 minus Line 13) .. .... .............. .... 14. �85��0�.00
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount ot Line 14�acable
at the spousal tax 2te,or
transfers untler Sec.9116 0.00
(a)(12)%.o_ 15. 0.00
i6. Amount o(Line 14 tazable
atlinealrate X.0_ �.�� i6. 0.00
1]. Amoun[ot Line 14�axable
at sibling rete X 12 0.00 17. 0.00
ie. AmoumotLinel4�axable 185,000.00 27,750.00
at collateral rata X d 5 18.
19. TA%DUE . .... ... ..... .. ... .. .. . . .. .. . .. ... .... ..... ...... . ..... .. 19.
Z���$0.4�
20. FILL IN THE OVAL IF YOII ARE REQUESTING A REFUNO OF AN OVERPAVMENT O
Untler penatlles of perjury,I tlslare I M1ave evamineU��is 2Nm,Including eucmpanying scM1etlules and a�s�emeMs,antl 10 IFe best M my knowleJBe and belle[
it is ime,wrtM anC complete. �edareGon of preparer otM1er iM1an tM1e person responsiEle brlling Me reNm is OaseE on all intorme0on oi wM1ICM1 preperer M1es
any knawletlge.
51 R URE OF PERSON RESP FOR FlLING RETURN �NTE
�-
`;'�RE55�/�J �/.� �i,' nr ,n� A /7aS7
5 ATIIRE OF REPMER OTHER THAN PERSON PONSIBLE FO FI INfi THE RETURN OATE
A��RE55
L uiiiiiiiiiiiiiiii�i��ii��i�i�i�i�i�iiiiiniiiiiiiiiii Side2
1505614205 J
REV-t500 EX (Fp Page 3 FIN Number
DecedenYs Complete Address:
DECEDENT'S NAME
Nancy Q Tntt
sTREEraooaEss �� �
86 Shippensburg Mo6ile Esta[e
QTY STATE ZIP
Shippensburq PA 17257
Tax Payments and Credits:
1. Tax Due(Page 1,Line 19) (1) 27,750.00
2. C2diLUPaymen�s
A.PnorPaymenk
B.Discaunt
(See inslmctions.) To�al Credik(A.B) (2) 0.00
3. Interest
(3)
4. If Line 2 is gxater 0an Line 1 i Line 3,enter ihe tliRerence. This is ihe OVERPAYMENT.
Fill in oval on Page 2,Line 10 to request a rePond. (<) 0.00
5. If Line 1 +Line 3 is greater than Line 2,enter the tliRerence.This is the TAX DUE. (5) 27.750.00
Make check payable to: REGISTER OF WILLS,AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did dece0ent make a irans(er and: Yes No
a. 2�ain Ue use or inwme of the ProPetly trznsfened_......................_................,............................................... ❑ �
b. re�ain�he nght to designate who shall uu Ne proDeKY Uensferted or i�s inmme............................._..........._ ❑ �
c. retain a reversionary interes� ......................................................................._.................................................._. ❑ �
d. receive�he Dromise for lile of eithar paymenGs,6enefi[s or ca2?...................................................................... ❑ �
2. If dealh accuned aRer�ec.12, 19ffi,did decedenl Uansfer property within one year of death
withoNreceivin9a0e9uateconsidera�ion?.............................................................................................................. ❑ �
3. Did deceden�awn an"in W st far"or payable-upon-0ea�h bank account or secunty at his ar her dea�h?............. ❑ �
4. Did decedent awn an individual retiremen�aaoun�,annuiry ar o�her non-prohale Droperty,which
wntainsa benefciary designaGon? ..............................................................................................._........_.......,..,.. ❑ �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,VOU 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,Ne tax ra�e imposed on Ne net value of transfers to or for the use of the surviNng spouse
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
For dates af death on or after Jan. 1, 1995, ihe tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
�72 PS.§9116(a)(1.7)(ii��.The slatute does nol exempt a iransfer to a surviving spouse from�ax,and ihe sWNtory requiremenis for disdosure of asse�s and
filing a tax reWm are s�ill applicable even if�he surviving spouse is�he only benefivary.
For dates of death an or after July 1,2000:
• The�ax rate imposed on the nel value of Vans(ers from a deceased child 21 years of age or younger at death to m for ihe use of a natural parenl, an
adoptive parent or a slep-parent of the chiltl is 0 percent[/2 P.S.§9116(a)(12)].
• The taz rate imposed on the net value of trensfers to or for�he use of the decedenfs lineal benefdanes is 4.5 percenl,excepl as noted in�72 P.S.§9116�a)(1)I.
• The�ax re�e imposed on�he net value of trensfers to or for lhe use of�he decedenPs siblings is 12 percent�72 P.S.§9116(a)(1.3)�.A sibling is defineQ
wder Sedion 9102,as an individual who has at least one parent in cammon with ihe decedenl,whether by blood or adop�ion.
A�-�soeez.�oa,z; �
i pennsylvania SCMEDULE E
� ozanArM.enroraeveuce CASH� BANK DEPOSITS � MISC.
��°'""'"�-`%0.ET-'" PERSONALPROPERTY
zes��t�*o�eoe.r
ESTATE OF: FILE NUMBER:
Nancy G Tn�t 2� 13 0209
Induae Ae pmceetls of liti3a[ion anE tFe date[he pmceetls'nere reaeiveE by Me es!a[e.
All property loin[ly owneE witM1 righ[of surviwrship must be tlisclaaetl on Schetlule F.
ITEM VA W E PT DnTE
NUMBE0. DESC0.IGTION OF DEATY
� M&T 9ank Acmunt tl9853258201 0.00
IIZ ACNB Bank interest(mm certifcete ol depaslt OAO
3 MdNlle Mutual Insurance Company reNnd oi homeowne�s Insurance 0.�0
4 I JF Energy Corp. ReNnd I �.00
5 I ACNB CFeckinp arol q2294354 and C�s R?o0478&x4990847 ��I 0.00
6 I Amounls recuaretl hom Rominger 8 f'ssocia[es Escrow(not m�ssappropnatetl) I pp�,384 42
I
i il
II II
TOTAL;AIsaenterenLineS, Recapihlation) 5 �'i ZZ�,384A2
u more spa�e�is nee�ea, uze aoErto�al snsem of paoer of tFe same zize.
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