The URL can be used to link to this page

Home My WebLink About06-08-15 � pennsy�vania 1505618403 DEFARTMEMOFREVENI�X�0.3��4� t REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of individual Taxes INHERITANCE TAX RETURN PO BOx 28oso 1 21 14 0 7 3 0 Harrisbur PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 08 03 2014 05 18 1920 DecedenPs Last Name Suffix DecedenYs First Name MI STEINMETZ MIRIAM A (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Return � 2. Supplemental Return � 3. Remainder Return(date of death prior to 12-13-82) � 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) � 7. Decedent Died Testate � S. Decedent Maintained a Living Trust _Q_ 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) � 10. Litigation Proceeds Received � 11. Non-Probate Transferee Return � 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) � 13. 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 T0: Name Daytime Telephone Number IVO V OTTO III 717 243 3341 First Line of Address 10 EAST HIGH STREET Second Line of Address City or Post Office State ZIP Code CARLISLE PA 17013 *;_, � � "~ r�t c i CorrespondenYs email address: �otto martsonlaw com `��' o c_. � r--+ 'S .:.� REGISTER OF 4V ls�'USE ONLY �; "� : � 7 REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY - , - 1 i� ° ._'1 � � �' • ...._ �':��i �f.� ' E-r � t;� 4,. DATE FILED STAMP Cp Side 1 I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII �� 1505618403 1505618403 � � � 1505618411 REV-1500 EX DecedenYs Social Security Number Decedent�gNeme: Steinmetz, Miriam A. _ __ 204 RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 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. 2,311•0 0 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers 8�Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 2,311•0 0 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 2 2I •13 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 2 21-13 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 2,0 8 9 • 8 7 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. 2,0 8 9 •8 7 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 15. 0 •�� 16. Amount of Line 14 taxable at�inea�rate X .045 2,0 8 9 •8 7 �� 9 4 •0 4 17. Amount of Line 14 taxable at sibling rate X.12 0 •0� 17 � -0❑ 18. Amount of Line 14 taxable at collateral rate X.15 D •0 0 �8� � •0❑ 19. TAXDUE................................................................................................................ 19. `j4 •04 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Under penalties of pery'ury,I deGare I have examined this retum,inGuding accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Dedaration of preparer other than the person responsible for filing the return is based on all infortna6on of which preparer has any knowledge. �. SIG E OF PERSON RESPO IB FOR FILING RETURN Jessica Flinn DA7g„� � ADDRE 6 Mo enn Drive, Boxford, MA 01921 SIGNATU R R OTHER THAN REPRESENTATIVE IVO V.OttO III TDA7E �� G ADDRESS 10 East Hi h Street,Carlisle, PA Side 2 � � � � r n r n � n n � � � 1505618411 1505618411 REV-1500 EX Page 3 File Number 21-14-0730 Decedent's Complete Address: DECEDENT'S NAME Steinmetz, Miriam A. __ STREET ADDRESS 442 Walnut Bottom Road ____ CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 94.04 2. Credits/Payments A. Prior Payments B. Discount Totai Credits(A +B) (2) 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) 94.�4 Make Check Pa able to: REGISTER OF WILLS, AGENT. z=�� x 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:............................................. ................................. ❑ � b. retain the right to designate who shall use the property transferred or its income:.................................. ❑❑ � c. retain a reversionary interest:or............................................................................................................... x 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 ❑ ❑ receivingadequate 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?.................................................................................................................. X 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 raie 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 io a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax retum are siill applicable even if the surviving spouse is the only beneficiary. For dates of deaih 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)j. . The tax rate imposed on the net value of transfers to or for ihe use of 1he decedenYs 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-1508 EX+�OS-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OFREVENUE p E RSO NAL P RO P E RTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Steinmetz, Miriam A. 21-14-0730 Include the proceeds of litigation and the date the proceeds were received by the estate. AII property jointly-owned with the right of survivorship must be disclosed on schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 The Commonwealth of Massachusetts Department of Revenue-Refund from 2014 personal 791.00 income tax return(state) 2 United States Treasury-Refund from 2014 personal income tax return (federal) 1,520.00 TOTAL(Also enter on Line 5, Recapitulation) 2,311.00 (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+�OB-13) SCHEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Steinmetz, Miriam A. 21-14-0730 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: B, ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Jessica Flinn Street Address 6 Moonpenny Drive City Boxford State MA Zio 01921 69.33 Year(s)Commission Paid 2. Attorney's Fees Martson Law Offices 69.33 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zip Relationshio of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 82.47 7. Other Administrative Costs See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 221.13 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 Steinmetz, Miriam A. 21-14-0730 NUM ER DESCRIPTION AMOUNT Other Administrative Gosts 1 United States Postal Service-Registered and Insured Mail delivery fees to send jewelry to $2•4� beneficiaries H-B7 82.47 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)