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Home My WebLink About07-16-15 (2) peLX(03-14) nnsyivania 1505618403 oeaa+rMeNroFaevexu REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County code Year File Number PO BOX.280601 INHERITANCE TAX RETURN � " Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 15 LU J?' OL ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 04 11 2015 05 30 1926 Decedent's last Name Suffix Decedent's First Name MI HUTTON AUDREY R (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Ml HUTTON SEWARD E 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 ❑ 8. Decedent Maintained a Living Trust 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/Efection of Spousal Trusts (Schedule F and G Assets Only) ❑ 13. Business Assets ❑ 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-TRIS SECTION Mt15T BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAXROURIMTION SHOULD BE DIiECTEDTO: Name Daytime Telephone Number SAMUEL L ANDES 717 761 5361 First Line of Address 525 NORTH 12TH STREET Second Line of Address PO BOX 168 City or Post Office State ZIP Code LEMOYNE PA 17043 Correspondent's email address: SamuslAndesi68@gmalt.com r.y REGISTER OF LS USE ONLY j (Tl 4 <7 REGISTER OF WILLS USE ONLY M „T3 C':= _DATE FILED MMDDYYYY r n tr1 r— rn a-) c� r> - DATE F€LEpTATAP sT - Tri � o Side 1 1 111111 VIII IIIlI VIII VIII Illll VIII VIII lilll VIII IIII illi 1505618403 1505618403 { �� n 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: HUTTON, AUDREY R. 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. 37,432.90 6. Jointly Owned Property(Schedule F) [] Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) (] Separate Billing Requested............. T 8. Total Gross Assets(total Lines 1 through 7)......................................................... 8. 37,432.90 9, Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 2,518.20 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 13,046.84 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 15,565.04 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 21,867.86 13. Charitable and Governmental BequeststSec 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. 21,867.86 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.00 15. 16. Amount of Line 14 taxable at lineal rate X.045 21,867.86 16. 984.05 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. 984405 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.Oeclaration of preparer otherthan the person responsible for filing the return is based on all Information of which preparer has any knowledge. StGIJATURE OF PEW25 RESPONSIBLE FOR FILING RETURN Lisa L. Hutton DATE • ADD sS 461 st ar S e_ n e o,CA 92107 Si A7UR O P R O R T N EP ESENTATIVE Samuel L Andes DATE ADD 525 North 12th Street, Lemoyne, PA 17043 1111111 IIIlI VIII VIII VIII!1111 VIII II II VIII VIII IIII IIII side 2 �.,..�, 1505618411 1505618411 9 REV-1500 EX Page 3 File Number 21 15 Decedent's Complete Address: DECEDENT'S NAME Hutton, Audrey R. -STREET ADDRESS 100 Mt. Allen Drive ................... ................ ........ CITY STATE ZIP Mechanicsburg PA 17056 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) 984.06 2. Credits/Payments A. Prior Payments S. Discount ................. ................................. Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 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) 9 84.0 5 Make Check Payable to: REGISTER OF WILLS, AGENT. A NONEWIM-507AIM 11,ON 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;.............................................. ................. x b. retain the right to designate who shall use the property transferred or its income;............................. x c. retain a reversionary interest;or............................................................................................................... El x d. receive the promise for life of either payments,benefits or care?....__..............__......._......................... ❑ x 2. If death occurred after Dec. 12, 1962, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................................. 3. Did decedent own an"in trust foe' 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?........................ .................................. ...................................... 0 LX 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 spo is 3 percent 172 P.S.§9116(a)(1.1)(1)). 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 V2 P.S.§9116(a)(1.1)(4)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets 'ling a tax return 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 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 decedent's lineal beneficiaries is 4,5 percent,except asnotedin 172PS.§9116(a)(- *The tax rate imposed on the net value of transfers to or for the use of the decedent's 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. rl pennsylvania SCHEDULE E DEPARTMENT OF AXRET INHERITANCE TAX RETURRNN >CASH BANK DEPOSITS AND MISC. RESIDENT DECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF Hutton, Audrey R. 21 _ Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule F. _ .v..._._.... -------- ...._..... .._____.-_........__.... __...—� ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH ...................................._......... -- Checking Account#9851629932 with M&T Bank 37,432.90 _ ................... . ..._...........__._..__ ._._ .._ TOTAL(Also enter on Line 5,Recapitulation) 37,432.90 r • 6 fr REV-15i1 EX+(08-13) pennsylvania SCHEME H DEPARTMENTOF REVENUE FUNERALBOTENSESME11 INHER4TANCE TAX RETURN • RESIDENT DECEDENT ADMINSMTNECOSTS ............ MBER ESTATE OF Hutton,Audrey R. FILE N2U1 -15 . . .............. ................. . ........ Decedent's debts must be reported on Schedule I. ITEMDESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. 1 Memorial Service fee to church 350.00 2 Headstone 175,00 3 Additonal cremation fee 15.00 4 Burial urn 792.70 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees Samuel L.Andes 1,000.00 3, Family Exemption: (if decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Prolate Fees Register of Wills 185.50 5 Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 8 .............................................................. ............... .......... TOTAL(Also enter on line 9,Recapitulation) i 2,518.20 pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT MORTGAGE INHERITANCE TAX RETURN RESIDENT DECEDENT LIABILITIES & LIENS FILE NUMBER ESTATE OF Hutton, Audrey R. 21 - 16 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER ......__...__..................-......_...._...... _ Pharmacy bill 193.94 Final dentist bill 519.00 Messiah Lifeways bill 12,333.90 TOTAL(Also enter on Line 10,Recapitulation) 13,046.84 r i 7 f d i REV-1513 EX+(01-10) r y Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Hutton,Audrey R. I 21 -15 _ RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS[nclude outright spousal distributions,and transfers under Sec.9116(a)(1.2)) 1 Lisa L. Hutton(upon dissolution of Decedent' Daughter s inter vios Trust) 4611 Castelar Street San Diego, CA 92107 j i Enter dollar amounts for distributions shown above—I.—15 through 18 on Rev 1500 cover sheet,as appropriate. I�. NON-TAXABLE DISTRIBUTIONS: ! A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN I B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I f S 1 s TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 .........._......__............._......................._..._____ _____.._.. _......_.................._ i u t