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HomeMy WebLinkAbout07-21-15 (2) � isas61v1os ��Mn:"'"" �� Rf�}N�(Fl) REV-1500 °`�`�`""°"`" Bureau ol[ntliNEialTaxes �M� ttm FYervimeer ro HaX 280601 INHERITANCE TAl(REiURN /� 2 Hamsbum,PP 1]128-0601 RESIDENT DECEDENT L� IN OG� �:J ENTER OECEDENT INFORMATION BELOW Soaa�SeaMyNumOer Datea(D�Oi 19A0�1TW pe�ed0trin tilWxrrv '12072012 07152015 Decetlem's Lest Neme Sulflx Oe[e0anfs Flrsl Name MI SYevens Donaltl G (xMVnmda)Enbr SurvHbq 9roWa!IMomistlon Bebw Spouse's tes�Name Sulflx Spouse's FNs[Neme MI THIS RETURN MUST BE PILEO IN DUPLICATE N7iH THE REGISTER OF WILLS FILI M APPROPR411E OVALS BELOW � i.W19FeIRaNm O 2.SuPP���am O 3. RemelMa�R¢Nm(aaOaMEeaM mp pM b f2-13B3) � 4 UeaN m or aMr]-non(tlel,oi p 5.Uea�afler t2 t2-BR)romise(tlate d � 6. Fede�al Eaie�e Ten ReNrn RWWrM 0 p ].Oe�ent Dretl Teslate O 8.OecetleM Melirtel�rotl a 11Nng Trusl _ B. Tolel NumOer ot Sek Oeposll Bous (rUlm�mpyOt ll.) (Attac�cePYOIW61.) � 10.LltlgeWn PraceaJs ReceivM O 11.NomPruYeb Tremferee ReMn O 11. OelemUEktlion of Spousal TeucR (S�YeOWe F eeM G Asset Only) O �a.eusiressassms o �a.Spouae�s sob ae�nca�y (No trust�nvN+m) CORRERPON�EM-1H16 8EG110t1 YU$t Bf COY%EfF➢.N.ICWdE8VOX0EXLE�IID LOXFIOFNML TAC NFOPMPTION SHWL�BE MlfilEU TO: Neme Oaytlme Teleplwne NumDer Karen Stevens Loper (717)737-6764 Flrs�urie anmress 4'12 Candlewyck Rtl s�a u�mnaere�, qty or Post Olflce S�ate LP COEe Camp Hill PA 77071 comapo�e�rs•man amms: k.stevens�compstnet nEcisreu ov vnus use ox�+o accls.wrzorwiusu�axv � cn z� m OAl£FB.EUYYO�YYYY � O L fTl n � '� � 47 0 ni � <'o � o A � r_ N y o ' r .., �� , o OATE.FilEDBTpYP O _ Tl -1 � � -1 ` p r-� r- m PLF.115E UDE ONIGIIUL iORM ONLY __ � r— Sitle 1 _ � � o L I■I�a�����■��, J 1505614105 � � 1505614205 REV-1500 EX(FI) pp�¢p����s Sodel Seantty Numbe� oa.eaenez rm: aEcnvtniunox t. ReveantelscneauleAl. ........_.._......_......._.............. 1. 000 z Smcks a�Bonas lScneaule e) ............_............_. 2. 0.00 3. Clasety Haltl Co�po�etlo�.PaMershlD a�'�Propne�orship(SclieOule C) .._.. 3. 0.00 4. MMga9e%aM Nobs RereNada(SMetlule DI.........._............_. 9. 0.00 5. Cas�.Benk DeposXe aM Miecellerieous Penan&I P�ope�ty(Sc1�eEule E)....... 5. 12 659.00 fi. JOIntIY Ow�O Pmperty(SMeeule FI O Separete 6illMp ReQuaatetl ....... 6. 0.� ]. Inter-Vhros T2nsfine S Mlsmllerea�s NamRoEele RopeMy p� (Sdietlub G) O SeV�fe BYIm9 ReQuea�eJ........ ]. a. iamiGmasawb(wwu�vtmmu9n�)_._........................ a. 72.868.00 9. Furerat ExP�ea antl ACminlstre0ve Cosis(��uk H)................... 9. 7.758.D0 1o. Dems ot oeceaent�9a9e uaGlnies aM uer�s(scneaub il...-.......... �o. 3,254.00 11. Tobl OetlucWne 0�1 Ll�wa 9 a�b 10)._.............................. H. 71�0'12.00 12. Net Valua oI EahM(L1re 8 minus Lire 11).............................. 12. 1.Fi47.00 13. C�aMade eM GovemmeMel Bequea�NSx.9113 T�us�s fw whic� an elactlan to qz nas mt Deen maae(SUeeub J) ._._.........._..._- 13_ 0.00 14. Nn Value SuEI��Tu lL'ne 12 minus Li�re 13) ........................ 10. 1.847.00 TA%CpICUlATION-9EE INSTHIICTION3 FOR NPPLICABLE RATES 15- Amwnl M Lire 14 fma�le at tlre spousal taa Ia4.or hensfers ur.tler Sec.911fi (a)I12)X 0- i5. 1fi. Amou�rtatLlrel4�axaDle elll�elre�e X 0_ �6� 1]. Pnrou�rt of Llne 10 ta�able �98� et sldln9�� X.12 1 647.00 11. 18. Nnau�rtdLlnal<IavLle Bltdle�ereltetB X 15 �8' 19. TAl(DUE .................................. 19. 788.00 ....................... 20. FILL IN THE OV[�L IF YOII IJtE REOUESIINCa A REFIlNO OF AN OVERPAYNEM O IMCet P�i IX Galury.l CeGva I M1e�c asamY A Ne reWm,inWMiq tMniP�NM scliMuks aM Nabimb.eM b Me beM o!J�B+aN ENkf X la We.WIRCL eM mniCb�9.CetlentlOn NY��a dMr NBn Ne C�m�aW'a�tle Iw Po�9 Ua reA�ni M hnssl m all inbnNWn ot xTM MAWn�lus aMFmMWq. SIGNANRE OF PEILSON RESPONSIBLE FOR FlLING RETURN ���I IS I�S nooaess ���. 1 CW �,l'N �� � �ZJ�� SIGNATIIRE OF PNEPMER OTHEft THPN P� ON RE IBLE FOR FILIN THE RN �/�tE n' euWiS -P�,nw+� noor�ss � Side 2 L I��,����Z��� 1505614205 J REV-0SW IX (Fq Ppe3 FINNmnbw DecedenPs Complete Address: oE EOE Donaltl G. Stavens Sm�rnooaEss 412 CarMlewyck Rd CIiV STATE ➢P Camp Hill PA 17071 Tax Paymenfs and Credits: . 1. TarzOuel�1�^e19) (1) 798.00 2. CredilslPaymenl5 A.PnorPeymenls B.Discwnl (Se¢inslructions.) Tdel CreGLs(A�B) (2) 0.00 3. Inlerest �3� D.00 4. II Llne 2 is qreater Ihen Liire 1 4 Lire 3,eMer Ne dillerence. This is Ne OVEFPAYMENT. FllinovalonPage7,Lim201orequWaMuM. (d) O.pp 5. II Li�re 1+Line 3 is g�ler ilan tine 2,emer Ne tlilfererm.This is ihe TRX UUE. (� 198.00 Make check payable to: REGISTER OF WILLS,AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN'X'IN THE APPROPRIATE BIOCKS 1. Oitl tlemdml make e 6emier eM: Yes No a. re�aintlreusewincomeofihepopetlytrarskrteC.................................................._..........__.................... ❑ � b. re�ain Ne n9At to tlesgrate wM10 shaN use Ne OmOBM Ire�aferted or Aa inwme.......................................... ❑ � c. releinareversbiaryimeresl....._.... _.._.. ......._....... ........_...... .._ ❑ � tl. rearveNepmmisebrlileoleilherpeyments,berefibwmre'+ ............_..__........ ❑ � 2. Ifdealh omirtaE afier Oec.12.198I,Eitl decetlent Irermfer pmpetry wiUin me yeat M EeeM � wNwN rewiWng atlequata crositlaretion� ❑ � 3- �d tlecedent am en'in buat br a payeble+ipmEeaN bank er.�wnt w saoirRy el his or her EeeM?.............. ❑ � 4. Di0 tle�uCenl own an iMivitlial re�iremenl acmun(anrwity aralher mrt�probale propeiM1/,whiM con�ainsaberieGoaryCe49retion? .._..._..._.__........._..._.._............................_..._......................_.................__ ❑ � IF THE ANSWER TO ANY Of THE ABOVE�UESTIONS IS YES,YW MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. Fa dates of deaM on orafierJuy 1,1994,aM 6efore Jan.1,7995,Ne tax iate impose0 m ttie net value of tlansfers to or lor ihe use olthe surviving spouse is 3 pe2en�[72 P.S.§9N6(a)(1.1)(i)�. For Oates of death on or aAer Jan. t, 1995, fhe lax rate imposed an the net vaWe of Uarefers lo a for the use ol Ne surriving spouse is 0 percent [72 PS.§9116(a)(1.1)(i)�.The s�ztule dces not exempl a Vansfer ro a survinng spouse from tmc,and Ne sGWtay requiremenis fw tlisdosure ot assets and filirg a tae reWm are still apDlicable even'rf the surviviig spouse is ihe only beneficiery. Fa Oates of Oeath on w aRer Juty 1,2W0: • The tax aie iniposetl an Ne ret value ol hansfers ham a deceased chdd 21 years of age a yaungn at tl�ih lo or for the use of a nalurel parent,an ampmre�aram o�a�.y�rem or me cmw�s o oercem�2 Ps.gsiis�aNiz��. . Thel�raleinposedontl�enetwdlueoftransfersWwfwNeuseofthetlecedenfslinealbenefidanesis4.5peRen4e�asmtetlinp2P.5.§9118(a)(1)]. • The lax 2k impose0 on Ne ne�value W Irans(ers�o a fa ihe u5e M ihe decedenYs siblitgs is 12 percen��/2 P.S.§9116(a�(13j�.A sidirg is def�d, uMer Seclion 9102,as an intlividual wlw has at least one parent in common wiN Ne decetlmt,wheNer by hbod a edopli�on.