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Home My WebLink About09-24-15 pennsylvania 1505618403 DEPARTMENT OF REVENULX(03-14) REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.28oso1 Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 15 0 6 4 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death. MMDDYYW Date of Birth MMDDYYYY 08 06 2013 02 22 1940 Decedent's Last Name Suffix Decedent's First Name MI FEIDT CATHARINE H (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI F E I D T MELVIN D 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 ❑ 8, 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/Election of Spousal Trusts (Schedule F and G Assets Only) ❑ 13. Business Assets ❑ 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-M-BSSECTION WWBECOMPLETED.ALLCORRESPONDENCEANDCOrFDENTIALTAXWORMATIONSHOU-DBEDRECTFDTO: Name Daytime Telephone Number JEAN D SEIBERT 717 232 7661 First Line of Address 3631 NORTH FRONT STREET Second Line of Address City or Post Office State ZIP Code HARRISBURG PA 17110 Correspondent's email address: a Cly REGISTEWOF WILLS-bSE Y ,-D Pl L REGISTER OF WILLS USE ONLY r` O DATE FILED MMDDYYYY o _ r r- f a f TY • t�7 t' �{ DATE FILED STAMP C)r) Side 1 1505618403 1505618403 j J 1505618411 REV-1500 EX Decedent's Social Security Number Decedents Name: F E I D T, C AT H A R I N E H. '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. 48 , 851 • 76 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) I ❑ Separate Billing Requested............. 7. 8. Total Gross Assets(total Lines 1 through 7).......................................................... 8. 4 8 , 8 51 • 7 6 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 685 • 50 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................. 10. 11. Total Deductions(total Lines 9 and 10).................................................................. 11. 685 • 50 12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 48 , 166 • 26 13. Charitable and Governmental Bequests/Sec 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. 48 -e166 • 26 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 39 , 083 • 13 15. 0 • 00 16. Amount of Line 14 taxable at lineal rate X .045 9 , 0 8 3 . 13 16. 4 0 8 . 74 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. 408 • 74 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 OF PERSON RESPONSI E FOR FILING RETURN Shirley H. Radunz DATE ADDRESS 340 Herman A nue, Lemoyne, PA 7043 SIGNAT E F REP R 0111EFZ THAN REPRESENTATIVE Jean D Seibert DATE l ADDRESS aldwell & Kearns P.C. 3631 fTnrth Front Street, Harrisburg, PA 17110 111111111111111111111111111111111111111 IN Side 2 1505618411 1505618411 REV-1500 EX Page 3 File Number 21 - 15 - 0648 Decedent's Complete Address: DECEDENT'S A E Feidt, Catharine H. STREET ADDRESS 1415 Harwich Court CITY STATE ZIP New Cumberland PA 17070 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 408.74 2. Credits/Payments A. Prior Payments B. 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) 408.74 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;.................................................................................. ❑ ❑x b. retain the right to designate who shall use the property transferred or its income;.................................... ❑ ❑x c. retain a reversionary interest;or.................................................................................................................. ❑ ❑x d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ ❑x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?....................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?...................................................................................................................... ❑ R 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[72 P.S.§9116(a)(1.1)(i)]. 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 (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 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 21ears 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 as noted in[72 P.S.§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. pennsylvania SCHEDULE E DEPARTMENT OFCASH BANK DEPOSITS AND MISC. INHERITANCE TAXAXRETURN f RESIDENT DECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF Feidt, Catharine H. 21 - 15-0648 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 OF NUMBER DESCRIPTION DEATH 1 Proceeds from the Estate of Marlet W. Hughes (Received June 18, 2015, please waive 48,851.76 interest) TOTAL(Also enter on Line 5, Recapitulation) 48,851.76 REV-1811 EX+(08.13) � pennsylvania SCHEDULEHfDEPARTMENT OF REVENUE FUNERAL EXPENSES AN D INHERITANCE TAX TURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF Feidt, Catharine H. FILE NUMBER21 - 15 -0648 Decedent's debts must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 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 Caldwell& Kearns P.C.--Jean D Seibert 500.00 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. Probate Fees Register of Wills 185.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL(Also enter on line 9, Recapitulation) 685.50 REV-1513 EX+(01.10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Feidt, Catharine H. FILE NUMBER 21 - 15-0648 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) ITAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Julie K. Forst Daughter 1/2 of Estate after 4680 Oak Creek Street surviving spouse Orlando, FL 32830 receives the first See Renunciation dated 4-20-15 $30,000.00 of estate assets and the remaining 1/2 of the estate 2 Estate of Melvin D. Feidt Spouse First$30,000.00 Died February 4, 2014 plus 1/2 of Estate Enter dollar amounts for distributions shown above on lines 15 through 18 on 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 B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00