HomeMy WebLinkAbout09-01-15 (2) 4Lpennsylvania 1505618403
DEPARTMENT OF REVENtgX(03-14)
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 0070
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
12 01 2014
Decedent's Last Name Suffix Decedent's First Name M(
WANVIG PAUL R
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name M1
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
nx 1. Original Return 2. Supplemental Return 3. Remainder Return(date of death.
prior to 12-13-82)
4. Agricultural Exemption(date of EJ 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required
death on or after 7-1-2012) death after 12-12-82)
nx 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.)
EJ10, Litigation Proceeds Received EJ 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 TO:
Name Daytime Telephone Number
PATRICIA CAREY ZUCKER 717 724 9821
First Line of Address
635 N 12TH ST SUITE 101
Second Line of Address
City or Post Office state ZIP Code
LEMOYNE PA 17043
rT11
Correspondent's email address: pzucker(ci_)d1zmmIaw.com
REGISTER.0 WILLS IJW ONLY'
-4 C.:11
4 r- rr, r r1
REGISTER OF WILLS USE ONLY 171 j
DATE FILED MMDDYYYY t.
I?ATE FILED STAMP
E9=)
Side I
1505618403 1505618403
1505618411
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Wanvig, Paul R
RECAPITULATION
1. Real Estate(Schedule A)...... ......._...... ........_......... .......................... 93,500- 00
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. 165,821 - 02
6. Jointly Owned Property(Schedule F) [:1 Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) E Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 259,321 - 02
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 38,921 . 12
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11933 - 59
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 40 -,854 . 71
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 218 -,466 . 31
13. Charitable and Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13. 218-,466 . 31
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 0. 00
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. 0 . 1111
16. Amount of Line 14 taxable
at lineal rate X .045 0 . 110 16. 0 . 00
17. Amount of Line 14 taxable
at sibling rate X .12 17. 0 . 00
18. Amount of Line 14 taxable
at collateral rate X.15 18. 0 . 00
19. TAX DUE................................................. ........................................-.................... 19. 11 - 011
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.
SIGNATURE M PERSON RESPONSIBLE FOR ZING RETURN Carsanna Buckley DA 5
U
ADDRESS 7
161 Tol"ollow Road,,Liverpool, PA 17045
S1 UR PA R PnER RESE TIVE Patricia Carey Zucker D TI 2
635 N 12th St., Suite 101/6�ayne, PA
I ril 11111111111111111111111111111111111111 Side 2
1505618411 1505618411
nEV-1SoOBxPage o File Number 21-15-D07W
Decedent's Complete Address:
DECEDENT'S NAME
STREETADDRESS
2003 Dickinson Avenue
CITY STAT ZIP
L Camp Hill PA 17011
Tax Payments and Credits:
1 Tax Due(Page 2.Line 18) (1) 0'00
z. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(\ +a) (a) 0'00
3, Interest (3)
*. |fLine 2isgreater than Line 1 +Line 3.enter the difference. This is the OVERPAYMENT. 49
Check box unPage 3'Line 2Vmmrequest arefund
s. ],Line 1 +Line 3ingreater than Line 2.enter the difference. This iathe TAX DUE. (5) 0'00
Make Check Payable to: REGISTER OF WILLSAGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make utransfer and: Yes No
o. retain the use orincome ofthe property transferred;...................___.......-----...... ........___........
u. retain the right to designate who shall use the property transferred or its income;..................................
c. retain oreversionary interest;or.------------------------------------'
d receive the promise for life o,either payments,benefits mcare?.....___...—........................— ........ ' El Exl
z. If death occurred after Dec 12, 1982 dm decedent transfer property within one year of death without
receiving adequate consideration?............. .... ...... ............ ..............................................................--.....
3. Did decedent own on"in trust for" mpayable upon death bank account msecurity auhis n,her death?.......
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains obeneficiary designation?........................ ............ ..................—....................—.... ........ ---- [l lxl
|FTHE ANSWER TmANY opTHE ABOVE QUESTIONS|SYES,YOU MUST COMPLETE SCHEDULE oAND FILE|TAS PART OFTHE RETURN.
For dateoufdeath onorafter July1.1994and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
io3percent[72P.S.89116(a)(1])N|.
For dates ofdeath onu,after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spousebVpercent
[72P.G.h9118(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 return are still applicable even if the surviving spouse is the only beneficiary,
For dates n(death ono,after July 1.20Oo:
^ The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death tou,for the use m{anatural parent,an
adoptive parent,nrastep-parent uthe child inUpercent[r3P.G.O911O(o}(12)].
° 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 annoted in[72p.&B8116(a)(1)].
° The tax rate imposed on the net value nftransfers morforthe use ofthe decedent's siblings is,2percent .S.hS|1GV$(I�3)1. Asibling iudefined,
under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
Rev-1502 EX+(12-12)
SCHEDULE A
%7
a pennsylvania
REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wanvig, Paul R 21-15-0070
All real property 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
d 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
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
I Real property located at 2003 Dickinson Avenue,Camp Hill, Pennsylvania 17011 93,500-00
TOTAL(Also enter on Line 1, Recapitulation) 93,500.00
(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 A(Rev. 12-12)
Rev-1508 EX+(08-12)
SCHEDULE E
,r pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OFPERSONAL PROPERTY
INHERITANCE TAXAXRETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wanvig, Paul R 21-15-0070
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Household Goods and Furnishings 12,691.16
2 PNC Bank Account No.ending in 6613 17,073.42
3 PNC Bank Account No.ending in 8423 136,056.44
TOTAL(Also enter on Line 5, Recapitulation) 165,821.02
(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+(08.13)
Jpennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Wanvig, Paul R 21-15-0070
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
Myers-Harner Funeral Home, Inc.
3,418.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Carsanna Buckley
Street Address 161 Toad Hollow Road
City Liverpool State PA Zio 17045
Year(s)Commission Paid 2015 12,950.00
2. Attorney's Fees Daley Zucker Wilton & Miner, LLC 8,317.50
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State Zio
Relationship of Claimant to Decedent
4. Probate Fees 385.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 13,850.62
See continuation schedule(s)attached
TOTAL(Also enter on line 9, Recapitulation) 38,921.12
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
Wanvig, Paul R 21-15-0070
ITEM
NUMBER DESCRIPTION AMOUNT
Other Administrative Costs
1 Borough of Camp Hill -sewer bill 495.00
2 Closing costs for sale of real property at 2003 Dickinson Avenue,Camp Hill, Pennsylvania 1,138.44
3 Cumberland Law Journal(advertise estate notice) 75.00
4 Mark Heckman Appraisers 450.00
5 Maro Landscaping 330.00
6 Penn Waste 41.55
7 Pennsylvania American Water 326.79
8 PP&L 1,166.33
9 S. Brian Magaro(commission and expenses of auction of real estate and household goods 9,081.62
and furnishings)
10 The Sentinel (advertise estate notice) 125.00
11 UGI 620.89
H-137 13,850.62
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-12)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF
AX EVENUE
RETURN
INHERITANCE TAX RETMORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wanvig, Paul R 21-15-0070
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 Claremont Nursing and Rehab Center 125.00
2 East Pennsboro Ambulance Service,Inc. 43.13
3 Holy Spirit Hospital 65.00
4 Milton S. Hershey Medical Center 13.46
5 Pinnacle Health Hospitals 1,250.00
6 State Farm Fire and Casualty Company 437.00
TOTAL(Also enter on Line 10, Recapitulation) 1,933.59
(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 I(Rev. 12-12)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Wanvi , Paul R 21-15-0070
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
0 of List ustee s
ITAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
Total
Enter dollar amounts for distributions shown above on lines 15 through 16 on Rev 1500 cover sheet,as appiopriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Hillsdale College 109,233.16
2 University of Notre Dame 109,233.15
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 218,466.31
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)