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Home My WebLink About09-21-15 _I 1505610105 REV-1500 ex co2_��>tFI,,; f PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 28o6oi INHERITANCE TAX RETURN Harrisburg,PA 17128-o6o1 RESIDENT DECEDENT 21 is o�ao ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 12/18/2014 01/22/1919 Decedent's Last Name Suffix Decedent's First Name MI Bowers Ruth L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number :............: _ .. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL_IN APPROPRIATE OVALS BELOW C3§D 1,Original Return CC 2.Supplemental Return C=) 3. Remainder Return(Date of Death Prior to 12-13-82) C) 4.Limited Estate C) 4a.Future Interest Compromise(date of C=) 5. Federal Estate Tax Return Required death after 12-12-82) C::) 6.Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) C=:) 9. Litigation Proceeds Received C=:) 10.Spousal Poverty Credit(Date of Death C=:) 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number :John R. Zonarich, Esq. `e - . --w - (717)233-1000 - _ REGISTER OF NULLS USE ONLY First Line of Address 17 S. 2nd St., Floor 6 Second Line of Address SkarlatosZonarich LLC City or Post Office State ZIP Code DATE FILED g PA 1 Harrisbur 7101 C= �' n 'orresponaent's e-mail address:jrz@skarlatoszonarich.comz �a hider penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the t5eRt of•my0owledg and belief,� is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which pre"parei ha3?a any kvgiedge-I. t4GNATURE OFMPTR ISLE FOR FILING RETURN "DAfEI :X C7 _ C. rJ Ca A%D I -T1 Bowe , 1d uaker Rd., Ftt s, A 17319 _ Ti SIG PREVAr OT N RE RESENTATIV `DATE 01 S " rT1 ., .. r"" Ca DRESS .. ohn .Zonarich, Esq., 7 S nd St., Floor 6, Harrisburg, PA 17101-2053 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J J 150561020,5 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Ruth L. Bowes RECAPITULATION 1. Real Estate(Schedule A). .. ..... .................. ..... .............. 1. 0.00 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. 0.00 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. ..... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 0.00 I 8. Total Gross Assets(total Lines 1 through 7)........... ..... ....... ..... . 8. 0.00 9. Funeral Expenses and Administrative Costs(Schedule H).. .. ......... ..... . 9. 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)... ..... ...... . 10. ; 11. Total Deductions(total Lines 9 and 10)... ..... ...... ...... ... ...... .... 11. 12. Net Value of Estate(Line 8 minus Line 11) ...... ..... ............ ....... 12. 0.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for whichan election to tax has not been made(Schedule J) ... .............. ...... . 13. 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.0_ 15. 0.00 16. Amount of Line 14 taxable at lineal rate X.0 45 0.00 16,':. 0.00 17. Amount of Line 14 taxable at sibling rate X.12 I 17.. 0.00 18. Amount of Line 14 taxable at collateral rate X.15 1g. 0.00 19. TAX DUE ... .. ... .. ..... . . ..... ..... ... .... ..... .............. ... . 19.1 0.00 ._.........._....._....._...............__............_......._...._............_...._.._------._.__...... _.... -_1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number 21-15-0780 Decedent's Complete Address: DECEDENT'S NAME Ruth L. Bowers .. STREET ADDRESS 770 Poplar Church Rd. _........__ ........ ...... _ ....... .......... ......... CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 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. Fill in oval on Page 2,Line 20 to request a refund. (4) 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 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 ............................................ ❑ c. retain a reversionary interest ............................................................................................................1................. El ■ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ 0 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ 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 spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 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 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 stepparent 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 as noted in[72 P.S.§9116(a)(1)]. • 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. REV-15o8 EX+(o8-12) 117 pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS &MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ruth L. Bowers 21-15-0780 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ESTATE OPENED FOR LITIGATION PURPOSES-PLEASE SUSPEND 0.00 TOTAL(Also enter on Line 5, Recapitulation) $ 0.00 If more space is needed,use additional sheets of paper of the same size. • 17 South Second Street,6`h Floor SkarlatosZonarichLLC Harrisburg,PA 17101-2039 Sound Advice.Smarter Decisions. 717.233.1000 Voice 71.7.233.6740 Fax www.skariatoszonarich.com September 18, 2015 Cumberland County Register of Wills 1 Courthouse Square Suite 102 Carlisle, PA 17013 RE: Estate of Ruth L. Bowers File No. 21-15-0780 To Whom It May Concern: In order to be in compliance, we are enclosing for filing two copies of a"zero' Inheritance Tax Return and Inventory for the above-referenced estate. Insofar as this estate was opened for litigation purposes only, if and when a settlement is reached, we will file a Supplemental Return at that time. Please time-stamp the additional signature pages and return them to me in the envelope provided. If you have any questions or concerns regarding this filing, please give me a call. Thank you. Sincerely, 2A\�" - Erica J. Smithson Estate Administrator erica@skarlatoszonarich.com . M C) r ry m ;rj o rte" r.rt 'O Go CD {s0107082.1) A Member of LawPactTM-An International Association of Independent Business Law Firms 0 $1.420 US POSTAGE o FIRST-CLASS g FROM 17101 - CD $; RECORDED u `�vE Or SEP 302015 N N REG!S T "1 ! stem S ?01SSEP 21 M12 `a7 C 0 R P H A — - Cumberland County Register of Wills Suite 102 _ 1 Court,House Sq Carlisle PA 17013-3301