HomeMy WebLinkAbout05-26-15 J 1505614105
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pennsybama
'" ex(03��a)(Fp OFFICIFL OSE ONLY
REV-1500 CaunryCode Vear FJeNumber
eureau of mdividual Taxes INHERITANCE TAX RETURN � ' I I / ���//p
Po eox zfloeoi RESIDENT UECEDENT � —! Yd
H b 9 PA ll128 0601
ENTER DECEOENT INFORMATION BELOW
Ddte of Dea�M1 MMOOVYri Da�e of Bitlh MMpOTYYY
Social Sewrity Number . . � �
�.
03162014 "�'�������f��
� SuRa Oecedenfs First Na e MI
pecetlenCs Last Name �� � ��
MCCABE BARBARA
(tl ApP��cable�Enter Surviving Spouse's Informallon Below SuRx Spouse's First Name MI
SpousesLas�Name . ... -� ��� � �� �
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN AGPROPRIATE OVALS BELOW 3. Remainder Rewm(date of tleatM1
m 1.Origmal Rewm O 2, SupO�emenlal ReWrn O p�or to 12-13-82)
p C.Agn Ilure ExemO�ion(tlate of p 5. FUWre Inleresl Compromise(Oate of p 6. Federal Estate Tax ReNrn Required
aeaN on or after Li-2012) dealh after 12-1282)
p 1. �ecetlenl�iea Testale O 8� Decedent Maintained a LNing Tmst _ 9. Tolal Number of Sa(e Deposit Boxes
(qnac�oopy ot wlll; (Altach copy ot tmsL)
� 10. Li[iga�ion Pmcee�s Receivetl O >>� Non-Pmbate hans�eree ReNrn O 12 �eferraVElection ot Spousal Tms�s
(Saheaula F ena G Assets Only)
O 13. eusiness Asseis O 14. Spouse Is Sole Beneficiary
(No Vust InvoNed)
LORRESPONDENT- iHIS SEGiION MIIST BE COMPLETEO.ALL CORflESPONDENCE AN�CONFIOENTUL TA%INFORMRTION SHOULO 9E DIRECTE�T0:
Daytime Telephone Number
Name �
dosePNd��i�"��i (���)as���€a 737 3/l0�
FirsLLineofAdtlress � . -
18 N ENOLA DR
Sewnd Line o(Address ... �
Clly or Posl OHme State ZIP Cotle
ENOLA PA 17025
d �
LAM89MOM@YAHOOAOM �' `^ � "'
CorresponEenPs email address: � p �
� � �
REGISTFRA��„IRL5115 NLY..- %�
N
aEcisrEaocwi��susEo«iv � � - � � .
DATE FILED MNUD�'V1'� �
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� C�J
N i
DATE FILEO STAMP (;� n
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PLEASE USE ORIGINAL FORM ONLV
Sitle 1
L IIIIIIIIIIIIIIIIII�I��I��II�IINIyI��llllllllllllllllll 1505614105 J �
J1505614205
REV-1500 EX(FI) pecetlenfs So6al Securiry Number
oeoeaeors Name� MCCABE BARBARA
�16134-2028
RECAPITULATION
� 0.00
1. Real Eslate(SCM1edule A) . . .. . . .. . .. ... . .. . . .. . . . . . ... . .. . .... .... .. ..
2 , 0.00
2. Srocks and Bonds(Schetlule B) .. . . . ... . ... . ... . . .. . .. . . .. . ... . ... . .. ....
3. Closety Heltl Corporation,Partnership or Sole-Pmprie�orship(Schetlule C) . . . . . 3.
0.00
4 0.00
4. Mortgages and Noles Receivable(Schedule D) ... . .... . . . . .. . .. . . ... . ... ...
0.00
5. Cash, Bank�eposits antl Miscellaneous Personal Property(Schedule E). ... . .. S . _
6. Joinity Ownetl Proparty(Schetlule F) O Separate 8illing Requested . ... . . . fl .
OAO
Z Inter-Uvos Trarefers 8 Miscellaneous Non-Pmbate Property 0.0p
(Schetlule G) O Separale Billing Requesletl_ . . .. . . ]. . . .
8. To[al Gross Assets(�otal Lines 1 [�rough�). . . ... . .. . . .. . . .. .. . . ... . . .. . 0. �•��
. . _ . . . .. 9. 0.00
9. Funeral Expenses antl AdminiSUative Cos�s(Schetlule H). . .. . . . . ..
Mort a e Liabilities antl Llens(Schedule I). . . . 10. 0.�0
10. �eb5 oi�eceaent, 9 9 � - � "'- � " ' . .. -
11. Total Dedudions(btal Lines 9 antl 10). ... ... . .. . .... . .. . .. . .. . . . .. . . . . 11. � �.00
12 Net Value of EsWte(Line 8 minus Line 11) . . .. . . . . �2. �.00
. . ... . ... . . . .... .... . .
13. Charitable antl Governmental Beques�sl5ec.9113 Tmsts for which Q.00
an eleclion to[ax has no�been matle(Schetlule J) . .... . .. . .. . .. . . .. . . .. . . 13. , . .
i4. Ne[ValueSubJecltoTax(�inel2minwLinel3� . . . . .. . .. . .. . . . . .... � �
.. 14. ...... 0.00
TAX CALCIIIATION�SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at��e spousal tex rate,or
transiers untler Sec.9116 15 , 0.00
(a)(L2)X .0- �. . ' ..... ... ._.
16. Amount of Line 14 taxable �� 0.00 �6. 0.00
atlinealrate X.00 .
11. Amoun[o�Line 14 taxable � �.�0 .. 1�. 0.00
atsibllnqrale %.12 . . �. .... . ���� -�
18. Amoun�ol Line 14[axable � � p 00 1e Q.��
atcolla[eralrate %.1S .. �
0.00
19. TAX DUE . . .. . . ... . .. . . .. . . . . ... . . . .. . .. . ... . .. . . . . ... 19. . .
20. FILL IN THE OVAL IF YOU ARE REOUESTING F REFUND OF AN OVERPAYMENT �
UOtl¢�penal�i¢5 o(pe�lury.I tl¢tla�e I M1dve examinetl�his�eNm,indutling acwmpanying scbe�ules and sla�ements,antl b��e Lesl ot my knowletlg�erepd�eeM1as
it is tme,wrrect and complete.�eclaralion M preparer o�ner IM1an Ine person responsible kr filing lM1e reWm Is basetl on all Inbrmdlbn of wNc�
eny knowle0ge. �
SIGN RE O PERSO R IBL FOR�NG RETURN A + /�
IX
ao l 2b �' " �L 176�� �/� l�
SIGNPTURE OF PREPPFER OTHER THAN PERSON RESP NSIBLE FOR FlLING THE RETURN OATE
AODFESS
iiiiiiiiiiHiiiiuii�����l���!�iyi�muiiiiuiiuiii s,de2
1 1505614205 J
L�
REV-9500 EX (il) Pege 9 Flle Number
� DecedenYs Complete Address:
DECE�ENT'SNAME -
�i/�' , .l /11� LZGL��'�-
STREETAD�R�� , /�� ���_ . .
N _ _
- --- _
CITY STATE ZIP
; nL l 7l6?
Tax Payments and Credits:
1. TexOuefPage2linei9) (1) 090
2 CreditslPaymen�s
A.Pnor Paymenls ....___ .. . ....
B.Disaunt
(See insimctions.) Tolal Credits(A+B� (2)
3. In�erest
(3)
4. If Gne 2 is grealer than Line 7 +Line 3,enter�he difference. This is ihe OVERPAYMENT.
Fill in oval on Page P,Line PO to request a refund. (4)
5. If Llne 1 t Gne 3 is grealer Ihen Gne 2,enter�he dlfference.This is Iha TAX UUE. (5) 0.00
Make check payable to: REGISTER OF WILLS,AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
7. Did deceden�make a iransfer ane�. Yes No
a. retain�he use or income oi ihe property Iransferred ........ ............... ..._.... .._.._. ❑ �
b. retain the nght to designa�e who shall use Ihe properry nansferrea or its income ..._....._..............._..__._..._. ❑ �
c. retainareversionaryinlerest ............. ._.._.. .._.._ ........... ......_... ❑ �
tl. receive ihe pmmise for li�e of ei�her paymenis,benefis or care� ......_._ _...,_ ._._... ❑ �
2 If death occurretl afler Dea 12, 7982,dld Oecedent t2nsfer property wlthln one year o/dee�h
withoutreceivingadequa�econsidera�ion? .._.._. ........... ........... ..._.._.. ❑ �
3. Did decedent own an"in trust far"or payable-upon-death bank acwunt or secunty at his or her death?._._._.... ❑ �
a. Did tlecedent own an individual relirement attounl.annuity or o�her norvpmbate properry.which
containsabeneficiarydesigna�ion? ........ ........... ........... __._ ._..._. ❑ �
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 a%er July 1, 1994,and beiore Jan. 1, 1995,the tax rate imposetl on the net value of iransfers to or for the use of the surviving spouse
�s a vs�cen�Pz P.s g9ns�a� �i.il (ill.
For dales of death on or after Jan. 1, 1995. Ihe tax rate imposed on ihe net value of iransfers to or for the use of Ihe surviving spouse is 0 Dercent
[72 P5.§911fi(a)(1.1)(ii�].The statule does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure o(assets and
filing a tax return are still applicahle even if Ihe suniving spouse is ihe only benefciary.
For dates of death on or afler July 1,2000:
. The tax rate imposed on�he ne�value of iransfers from a deceased child 21 years of age or younger at death to or for the use of a naWral paren�. an
adoptive parent or a step-parent of ihe child is 0 vercent[72 PS.§9116(a)(12)I.
. Thelax2teimposedonihenelvalueoft2ns(ers�oorfortheuseofthedecedenfsllnealbaneficiarissis4.5parcen�,excep�asno�edln[72PS.§9116�aJ�1)].
• The tex rete Imposed on Ihe net value of(ransfers to or for ihe use of Ihe decetlenPs siblings is 12 percenl [72 PS §9116(a)(1.3)].A sibling is da(nad.
untler Sec�ion 9102,as an individual who has ai least one parent in common with ihe deceden�,whether by blootl or adoption.
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