HomeMy WebLinkAbout02-12-85
'"
..
/0 /54 ~
REV-1500 EX+ {8-831 ;~ - -
INHERITANCE TAX RETURN
COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENT FILE NUMBER -:? /- 75?'. /9 ~
DEPARTMENT Of REVENUE (TO BE FILED IN DUPLICATE
BUREAU OF EXAMINATION
P.O. BOX 8327 WITH REGISTER OF WILLS)
HARRI~8URG, PA 17105 I
.. OECEDEN!'S NAME (LAST. FIRST, AND MIDDLE INITIAl) DECEDENT'S ADDRESS
Z , "
w ERT.EL LAWRENCE E. 307 East Marble Street
"
w f69....~_.. .L. D. NO DATE OF DEATH Mechanicsburg, PA 17055
u
... ; 3/29/78
" 23-6800463 eou"", Cumberland
,
..!. , Ii(] 2. Supplemental Rotu,n 03.
~'" '" 01. 9riginal Return Remainder Return
uA.l.II::'= I o .40. Future Intefest Compromise 05.
IUO~U 04. life Estale Federal Estate Tax
%",c(0 I Return Required
u'" ....
... III D6.t Decedent died testate D 7. Decedent maintained a living trust _8. Total Number of safe deposit boxes
c( (ANach copy of Will) (ANoch copy of Irusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: I
.. NAME ADDRESS
'Z' P.O. Box 1268
"'... Ronald Esquire
:" M. Katzman, Harrisburg, PA 17108-1268
."'Z TELEPHONE NUMBER ,
00 ,
u... (71;7) 234-4161
CITY STATE ZIP
;
1. Rea,1 Eslale (Schedule AI ( 11
,
2. Slo~ks and Bonds (Schedule B) ( 2) 6 00
,,' ~~
3. Clo~ely Held Stock/Partnership Interest (Schedule C) ( 3) ct'"l1 U1
~:;:C; ,,,(")
, ~..... ~o
4. Mor;tgages and Noles Receivable (Schedule D) ( 4) '..' 1 ." ",::0
~-;c, ." ~Cl
, = ;;-it:l"l
5. Cash~ Bank Deposits & Miscelloneaus Personal Property( 5) S 10.000.00 ~~
Z _ u ~ ::n9
0 (Sc edule E) :::~: N co
. ...J;:- 'q-Tt
;:: 6. Jointly Owned Property (Schedule FI ( 6) "s::~
~ .~', -0
. i." -.F)
7. Tra~sfers (Schedule G) (Schedule l) (7) . ,~ ~J
:J ". ~-, -
.. , , ,. ~l
ii: 8. Tot~1 Gross Assets (total lines 1-7) ( 8) S. 10 .00,f)' 00 '1
c(
u 9. Fun~rol Expenses, Administrative Costs, Miscellaneous { 9} 4.929.58 J
...
'" Expenses (Schedule H) ,
10. Deb,s. Mortgage Liabilities. Liens (Schedule 1)(10) 1,929.58
11. Tot~1 Deductions (totallino. 9 &10) (11)
I (12) $ 5.070.42 I
. 12. Net:Value of Estate (li~.8 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J) (13) I
lA. Net,Value subjed to tax,(line 12 minus line 13) (14) I
15. Am~unt of Ii ne 1 A taxable at 6% ra'e (151 $ 5,070.42 " .06,= $ 304.22 I
(~nclude values from Schedule K or .Schedule M) (16) -,,"IS = " I
- 16. Amount of line 14 taxable at 15% rate- - ~ -
(inClude values from Schedule K or Schedule M) , (17) '$ :30'4.22 l
Z 17. Pri:ncipal tax.due (addtax from line 15 plus tax from line 16)
0 , " I
;:: 18. T atal Prior payments: Amount Paid Discount Interest .,'
c(
.. + - (18)
:J I
... , I
::E 19. If 1i'18 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19)
0 14.,1 D Check here if you are requesting a refund of your overpayment. I
u
a , $ 304.22
20. If Ii~e 17 is greater than line 18, enter the difference on line 20.}hisJs the BALANCE DUE. (20)
.14.. r Enter the interest on the balance due on line 20A. (20A) I
, I
8. ; Enter the total of line 20 and 2014. on line 208. (20B)
, Make Check Payable tal Register of Wills, Agent I
; ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. I
Under penalties of perjury, I declare that I have exo"mined this return, including accompanying schedules and statemenh, and to the be.. of my knowledge and belief,
it is true, corred and co'mplete. I declare that all real estale has been reported at true market value. Declaration of preparer other than the penonal representative is
basedonallinformotio~ofwhichprep~rerha~anyknowledge. 307 East Marble Street .1
I Mp,",hrlni,",shnrg. PA 17055 c February, 1985
SIGNATURE OF PERSON RESPONSIBLE fOR FILING RETURN ADDRESS ... ff DATE I
7;'i: '" '7 E ~- t--U.Y,' <s' IV~(r
/). P.O. Box 1268;Harr~sl?'Urg February 'I ,'.L~tJ" I
ADDRESS' a. DATE
.. ...
YES NO
1. Did decedent make a transfer and:
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 or
d. receive the promise for life of either payments, benefits or care'
I
.-.------------.-..---------------------------------------------------.------------------------------.--------........--..
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration' If death
occurred after December 12, 1982, did decedent transfer property within one year
of death without receiving adequate consideration'
----------..---..--------------..----..-----------..........-----------...----
x
3. Did decedent own an 'in trust for' bank account at his or her death'
------------------.----- ... --------------------------.----------------------------------------------.-------------.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
.
~ '~
REV.l508 EX+ (9.BI)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "E"
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
i
ERTEL, L~WRENCE E.
I
lAlI property JolntlV~Wned wIth the Right of Survlvor1hlp must be disclosed on Schedule "F")
I
I
,
,
1. Insuran~e settlement for no-fault work loss benefits
ESTATE OF
ITEM
NUMBER
FILE NUMBER
DESCRIPTION
,
I
. ,
,
I
- , - - ~~ - -
,
,
,
~ ~ ... -~ .,.--- . ........... - --- < -...- .
TOTAL (Also enter on line 5, Recapitulation)
(If more space 1$ needed insert additional sheen of ums sIze)
,
---.---
VALUE AT
DATE OF DEATH
$10,000.00
.
S10,000.00
.::e '011.
.'
REV.1511 EX+ (9081)
COMMONWEALTH C F PENNSYLVANIA
INHERITANCE AX RETURN
RESfDENT I ECEDENT
ESTATE OF i
,
ER~EL, AWRENCE E.
I
ITEM
NUMBER
1.
2.
1.
2.
3.
4.
I .
1.
A. Fu eral Expenses:
,
T .0.
,
,
I
,
,
I
,
!
B. Ad inistrative Costs:
SCHEDULE "H"
FUNERAL EXPENSES,
. ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES .
FILE NUMBI::R
DESCRIPTION
,
,
Personal epresentative Commissions
J
f
Attorney ees
I
, In
I Es
I
,
,
,
q Mis ellaneous Expenses:
I
F:ilin
1
.Tax
urance Recovery
ate Administration
fee for Supplemental Inheritance
eturn
- ..,
Cumbe land Law Journal - Advertising
1
~he C .rlisle Sentinel - Advertising
I
E'xces
I
:for
11978
i
I
i
deductiornfrom initial Inheritance Tax Return
nsolvent Estates filed on or about November 2,
TOTAL (Also enter on line 9, Recapitulation)
(If more space Is needed insert additIonal sheets of same size)
AMOUNT
$ 1,058.50
150.00
5.00
18.00
25.77
3,672.31
$ AI.;929. 58
'"
'...
REV-1513 EX+ (9-81)
,
SCHEDULE "J"
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T X RETURN
RESID~NT DE EDENT
ESTATE OF
ERTEL,
ITEM
NUMBER
1.
ITEM
NUMBER
1.
AWRENCE E.
NAME AND ADDRESS OF BENEFICIARY
A; Taxat e Bequests:
I
'.
Mlldr d E. Ertel
~07 E st Marble Street
Mecha icsburg, PA 17055
NAME AND ADDRESS OF BENEFICIARY
B Chari able Bequests:
FILE NUMBE R
RELATIONSHIP
Wife
TOTAL CHARITABLE BEQUESTS (Also enter on line 13, Recapitulation)
(If more space I. needed Insert additional sheen of lama size)
AMOUNT
100%
AMOUNT
$