The URL can be used to link to this page

Home My WebLink About06-24-15 � T pennsyLvania 1505614105 ENr OFPEVENUE EX(03-14)(R) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN i-"-""-' -"_.....___._.. .__._.........._.__ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW . 06072015 02061947 ____.... �._...--......-- - ........ --._ _............_...--._....._......___._......_................----------- Decedent's Last Name Suffix Decedent's First Name MI A laslas m Chaudhry (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI _._. _.. _ _ . _ --..._..... --........_ ..........—........_--.._....... _..-- --....--....—...--- Aslarn _._ Kulsoom _..- --.........-._--......—_._._._...__ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return O 2. Supplemental Return O 3. Remainder Return(date of death prior to 12-13-82) O 4.Agriculture Exemption(date of 0 5.Future Interest Compromise(date of C=) 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) O 7. Decedent Died Testate O 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) O 10. Litigation Proceeds Received O 11.Non-Probate Transferee Return O 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) O 13. Business Assets O 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Ronald E. Johnson, Esq '(717)243-0123 -_ First Line of Address 78 West Pomfret Street Second Line of Address -~ — —^ — I City or Post Office State ZIP Code ....-----.......-_._........._ Carlisle PA 17013 L Correspondent's email address: rejohnson@pa.net REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY b Qie#rrcr_k. .:.;....^..r:+.-M :z:exmur.^<rnrx:�:v::� Q. C„�f 1�b 7? C �'ry DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY ^ J -ZD z) Side 1 1505614105 1505614105 J 1505614205 REV-1500 EX(FI) ECAPITULATION 1. Real Estate(Schedule A). ........................... ........ ....... 175,182.00 2. Stocks and Bonds(Schedule B) ...... ................................ 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) 3. 0.00 4. Mortgages and Notes Receivable(Schedule D)........................... 4. 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. i 0.00 6. Jointly Owned Property(Schedule F) (= Separate Billing Requested ... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) C-1 Separate Billing Requested........ 7. 0.00 8. Total Gross Assets(total Lines I through 7)............................. 8. 175,182.00 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 7,740.50 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). ............. 10. 148,132.72 11. Total Deductions(total Lines 9 and 10). ................................ 11. 155,873.22 12. Net Value of Estate(Line 8 minus Line 11) ............. ................. 12. 19,308.78 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which an election to tax has not been made(Schedule J) ...... ........... ....... 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. 19,308.78 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 0 19,308.78 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 16. 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE ......................................................... 19. 0.00 : 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=) 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. SI91RE OF qEPSON RESPONSIBLE FOR FILING RETURN DATE -�',/1 ADDRESS c/o 78 est Pomfret Street,,,CaAle, PA 17013 P OTHE IRO PONSIBLE FOR FILING THE RETURN D T ESS C/o 78 West Pomfret JdZle t�, Carlisle, PA 17013 V 1111111 VIII 11111111111111111111 VIII 1111111111111111111 IN Side 2 1505614205 1505614205 ^REV-1500 Ex (FVPage u File Number Decedent's Complete Address: DECEDENT'S NAME Chaudhry M. Aslam STREETAIDDRESS 305 Keith Road CITY STATE Mechanicsburg PA 717050 Tax Payments and Credits: 1. Tax Due(Page 2.Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments 0.00 B.Discount OO (See instructions.) Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 D.00 4. IfLine 2isgreater than Line 1 +Line 3.enter the difference. This is the OVERPAYMENT. Fill inoval onPage 2,Line 2Otnrequest arefund. MQ UO 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER (lFWILLS, AGENT � PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make otransfer and: Yes No a. retain the use or income of the property transferred............................ .............................-- ....... .......... [l E b. retain the right to designate who shall use the property transferred or its income ............................................ Fl . c. retain areversionary interest .......................................................................................................................... R d. receive the promise for life nfeither payments,benefits nvcare?...................................................................... �l 2. If death occurred after Dec.12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?--..................................................................................................... �l 1 Did decedent own on"in trust foe'or bank account or security athismherdeath?----. [l 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains abeneficiary designation? ........................................................................................................................ �� IF THE ANSWER TO ANY OFTHE ABOVE QUESTIONS|SYES,YOU MUST COMPLETE SCHEDULE G AND FILE|TASPART OFTHE RETURN. For dates ofdeath onmafter July .10Q4.and before Jan. 1.1S95,the tax rate imposed onthe net value oftransfers buorfor the use o[the surviving spouse io3percent[72PS.§Q11G(a)/11\(i)]. For dates of death on or after Jon. 1. 1995,-the tax rate imposed on the net value of transfers to orfor the use of the surviving is U percent [72F!S.§9116(a)(11)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing otax return are still applicable even if the surviving spouse is the only benmficiary� For dates nfdeath onurafter July 1^20OU: w 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 orastep-parent ufthe child ia0percent[72P8.§Q116(a)(1.2)l * The tax rate imposed nnthe net value o[transfers bomfor the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§911 6(a)(1)]. * The tax rate imposed onthemetva|ueufbansfemtoorfortheuaoofthedecedenhyaiNi is 12 (1�)].Asibling is defined, under Section 81U2.auanindividual who has etleast one parent incommon with the decedent,whether byblood uradoption. REV-1502 Ex+(02-15) pennsytvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Chaudhry M.Aslann 21-14-0779 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 ALL THAT CERTAIN tract of land with the improvements thereon erected situate in Hampden Township,Cumberland County,PA,being Lot No.5 Block"H"on Plan No.4 of Del-Brook Manor as set forth in Plan Book 11,Page 33. Being known and numbered as 305 Keith Road,Mechanicsburg,PA 17050 See Cumberland County Instrument No:200808516 Total Assessed Value: $180,600.00 7/112013-6130/2014 Common level ratio: .97 Fair Market Value: $180,600,00 x.97 175,182.00 f .f I I TOTAL(Also enter on Line 1,Recapitulation.) $ 175,182.00 If more space is needed,use additional sheets of paper of the same size. REV-1S11 EX+ (02-15) i , pennsytvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL. EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Chaudhry M. Aslam 21-14-0779 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home 1,390.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2,000.00 2. Attorney Fees: 3,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation,) Claimant Kulsoom Aslam Street Address 305 Keith Road city Mechanicsburg State PA zip 17050 Relationship of Claimant to Decedent Wife 4, Probate Fees: 350.50 5, Accountant Fees: 6. Tax Return Preparer Fees: 7, .Reserve for closing and accounting 500.00 ..... ..... . ... TOTAL(Also enter on Line 9, Recapitulation) $ 7,740.50 if more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(02-15) pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERrTANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Chaudhry M. Aslann 21-140779 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Mortgage-Orrstown Bank-account no:490001088-secured by 305 Keith Rd,Mechanicsburg,PA 17050 139,066.97'.1 2,i :'Synchrony Bank-outstanding debt-Lowe's consumer credit card 258.22 3.; 'Citizens Bank-credit card balaance 1,329.98 4. Citizen's Bank-home equity loan 3,041.79 5.: �W&T Bank-outstanding debt 4,066.22..1 t: 6. 'Capital One-credit card debt 369.54 j it {{Notice of Claims were filed for Items 2-6 above) r r XV7 7,7' J TOTAL(Also enter on Line 10,Recapitulation) 148,132.72 ......... If more space is needed,insert additional sheets of the same size. REV-1513 EX+ (02-15) W pennsylvania SCHEDULE DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Chaudhry M.Aslam 21-14-0779 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] ..:.... 1• Kulsoom Aslam,305 Keith Road,Mechanicsburg,PA 17050 wife First$30,000 plus 1/2 of balance ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN; ...........::........... . ,,.::.... 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS; 1. _._... ....... ................ TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size.