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HomeMy WebLinkAbout05-26-15 J 1505614105 • 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'� � �� � � C�J N i DATE FILEO STAMP (;� n � 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. � � ��1�i -��,.�,, �uP03u n( r,I. . , �� ; . �r i �j)� �, - ,, r ( :� ���� tl�1l_ . - a''' INNEFa�,p'::,,: ��� \� . , ,. . , ... . . ,i.5� . . . _ .... .. . . . . . . . .. . � � �. n,. \\ � ^'�\�� �V �� � �C\ � �_� �/ � " � �, �_ _ � � � J � i `�� \ � � � � � � � � �, .:� R, � � , � � � � `; � , � ; N V � � . . N .. 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