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Home My WebLink About06-15-15 (2) � pennsy�vania 15D5618403 � � DEPARTMENTOFREVEN�X(03-14) REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 21 14 0 5 4 8 Harrisbur PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MnnDDYYYY 02 18 2014 11 18 1936 DecedenYs Last Name Suffix DecedenYs First Name MI WOODS DOLLY � (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Su�x Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FIL�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 � 8. Decedent Maintained a Living Trust _ _0 _ 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 CorrespondenYs email address: �otto@martsonlaw com -� — _.� � REGISTER�F WILLS r ONL�,� �.� � r:i r"� "� r�,) REGISTER OF WILLS USE ONLY C`� �-L% ".� � -�� DATE FILED MMDDYYYY �� T `� '"� . ,, , t__ F--� �1 __ .. __., , ..... c.n ,..,.� .- ,., _.. .. , . _. ,-_ . ,. , _> � :s , -� ,� _ ,-; ... - c_�:, _ ._,.� _; =.�' -�� __. QA7�FILED STA�6 = C"� - ,� �i .._ ,,... f,-� ti 7 � .r�. N _.� Side 1 I I��III II�II IIIII I�III�IIII IIIII II�II IIIII�IIII I�III IIII IIII � 1505618403 1505618403 � � J 1505618411 REV-1500 EX DecedenYs Social Security Number �ecedent's Name: Woods, DOI ly J. ___17 3 2 8 3 5 0 3 RECAPITULATION 1. Real Estate(Scheduie 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 Misceilaneous Personal Property(Schedule E).......... 5. 6 3�3 0 4 • 8 4 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7.' Inter-Vivos Transfers&Miscelianeous Non-Probate Property (Schedule Gj U Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1 through 7)........................................................ 8. 63,304 • 84 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 1,9 3 3 •0❑ 10. Debts of Decedent,Mortgage Liabitities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 1,933 •00 12. Net Value of Estate(Line 8 minus Line 11)........................................................ .. i2. 61,371 • 84 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. � 14. I�1�371 • 84 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... TAX CALCULATION-SEE INSTRUCTIONS FOR APPIICABIE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or transfers under Sec.9116 0 • 0❑ {a)(1.2)X.00 15. 16. Amount of Line 14 taxable at�inea�rate X .oa5 61�3 71 • 8 4 16. 2�7 61 •7 3 17. Amount of Line 14 taxable 0 • 0 0 at sibling rate X.12 0 ' �� ' 18� Amount of Line 14 taxable 0 - �0 at collateral rate X.15 ❑ • 00 18• 19. TAX DUE................................................................................................................ 19. 2,761 • 73 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. oArE SIGNAT RE OF PERSON RESP SIBLE FOR FILING RETURN Tracey A. Cryder _�D „ l ADDRESS 124 Woods Drive,#11, Mechanicsbur , PA 17050 DATE �7 SIGNATWf�E�,F P R OTHER THAN REPRESENTATIVE IVO V. OttO III S G O � �.f'�� ADDRESS 10 East Hi h Street, Carlisle, PA Side 2 � � � � r 150 618411 ^ � � � 1505618411 REV-1500 EX Page 3 File Number 21-14-0548 Decedent's Complete Address: DECEDENT'S NAME Woods, Dolty J. ___._ STREET ADDRESS 210 Big Spring Road CITY STATE ZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 2,761.73 2. Credits/Payments A. Prior Payments B. Discount Total 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) 2,76�.73 Make Check Pa able 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:............................................................................... � � b. retain the right to designate who shall use the property transferred or its income:.................................. ❑❑ a c. retain a reversionary interest;or............................................................................................................... d. receive the promise for life of either payments,benefits or care?............................................................ ❑ 0 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?....... ❑ � 4. Did decedent own an individual retirement account,annuity,or other non-probate property which ❑ ❑ contains a 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. ,.'� A.,� r 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 retum 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 iransfers 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 the use of the 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-72) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE p E RSO NAL P RO P E RTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Woods, Doll J. 21-14-0548 Include the proceeds of litigation and the date the proceeds were receivod by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 Distribution from Estate of George C.Woods 63,304.84 TOTAL(Also enter on Line 5, Ftecapitulation) 63,304.84 (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+(OS-13) pennsylvania SCHEDULE H DEPARTMENT OFREVENUE F U N E RAL EXP E N S ES AN D RESIDENTDEC D NTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Woods, Dolly J 21-14-0548 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT B q, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid Waived Z, Attorney's Fees 1,918.00 See continuation schedule(s) attached 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 15.00 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 1,933.00 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 Woods, Dolly J 21-14-0548 ITEM NUMBER DESCRIPTION AMOUNT Attorngy Fees 1 Martson Law Offices-Estimated PA inheritance Tax for Supplemental return purposes 1,918.00 H-B2 1,918.00 Other Administrative Costs 2 Register of Wills-Filing fee for Supplemental PA Inheritance Tax return 15.00 H-B7 15.00 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Woods, Doll J. 21-14-0548 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT g (Words) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 See attached schedule Total 61,371.84 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) . �nua.i� ua e . � SCHEDULE J BENEFICIARIES (Part I,Taxable Distributions) ESTATE OF: Dolly J.Woods 02/18/2014 173-28-3503 Item Name and Address of Person(s) Share af Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Tracey A.Cryder Daughter 30,685.92 124 Woods Drive,#11 Mechanicsburg, PA 17050 2 Kerry A. McCleaf Daughter 30,685.92 1187 Bendersville-Wenksville Rd. Aspers, PA 17304 Total 61.371.84 1