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Home My WebLink About01-0529 RE..... t5<lO EX. 18.401 *' COMMONWEALTH OF PENNSYLVANIA DE.PARTMENT 01' RE\!E.NUE DEPT,280601 HARRIS8URG,PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFlCli'\LfJSE ONLY ,18'1 .5 4a. Future Interest Compromise (date of death after 12-12-62) 7. Decedent Maintained a Living Trust (Attach copy of Trusl) 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-95) ,_.- 'I' ~ z w o w " w o I~ I. 6ECEDENT;S-NAME (LAST, FlRST-;J.;ND MldbLE INiTIACj- '--- I SWEGER, THELMA MARIE . DATE OF-DEATH (fVfM-DlJ-VEAR)-- -"DATE OT'BIRN(Mtvr-DD-:'VEARf i OS/23/2001 n __ _1!11'<:3/!?1~_ _ (IF APPLICABLE) SURViVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE iNITIAL) is OriginaiReturn 0 w ~ ! 0 4. Limited Estate 0 ~~IJ) ,,~'" w~" Decedent Died Testate (Attach copy ~oo S 6. 0 ,,~~ ~.. of Wi Ii) ~ < 0 9. LitJgation Proceeds Recei'Jed 0 2. Supplemental Return (!. Ulo FILE NUMBER- 21 01 00529 NUMBER I I COUNTY CODE YEAR SOCIALSECURITYNUMBEff 184-26-5138 t - THiS-RETURN MUSTBE-ALEciIN DGP-ucATE WITH THE REGISTER OF WILLS j J o 3. Remainder Return (date 6fcteaiti-pr(of\612.12-82) SOCIAL SECURITY NUMBER o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (Attach Sch 0) fit"="'" =- .~ SJz ~w ~o OZ ,,~ AME Edward L. Schorpp fIRM NAME (If applicable) Martson Deardorff Williams & Otto iTELEPHONE NUMBER -c I 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole~Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total lines 1~7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 10 East High Street Carlisle, PA 17013 (1) (2) (3) (4) (5) (6) (7) .~,...' ......"... - ~.." =: (I] _ ;::l;;;C. 9:900.@O'- ..,., ,." OJ ~ .::lJ I0 (s-,:_:i') OI+JCIAL usE ONLY Noile U1 None None v r-.J 2,461. 819 w None None (8) 12,361.89 (9) (10) 10,845.70 159.18 (11) 11 ,004.88 1,357.0 I (12) ! 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 1,357.01 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the s~ousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1_ ) z 16_Amount of Line 14 taxable at lineal rate 1,357.01 x .045 (16) 0 " ~ => 17. Amount of Line 14 taxable at Sibling rate (17) ~ x .12 ~ 0 " g 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 20. 0 61.07 61.07 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-(0) Decedent's Complete Address: STREET ADDRESS 150 South Bedford Street CITY- Carlisle 'STA IE , PA -[zIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 61-07 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 61-07 (5A) (5B) 61.07 TotallnteresVPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. 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;..........................................,......,........,....... 0 t8I b. retain the right to designate who shall use the property transferred or its income;.................... 0 I8I c. retain a reversionary interest; or.""....................................................................................................... 0 ~ d. receive the promise for life of either payments, benefits or care?.......................................................... 0 I8I 2. If death occurred after December 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 l:8:I 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?..................... ....................................................... ............... 0 I8I IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Uii-der penalties of perjury,TdeclarettiatThave exi:lminedihis return. including accompanying schedules andSlalemenis-:-and iolhe best ci(myk.,iowledgeand belief, TfTs I(Ue~ correci an"d60mPTele. Declaration of preparer other than the personal representative IS based on all inform8tlon of which preparer has any knowledge. :~TUj DF z: :?NSljE :;r~L~N: RETURN---AODRESS-U~ i~~iA~~~~i-17:68 --. . cl JO;A'iJo) SlG~..{t~EFffiDNRESP~~ RETURN ADDRESS I" TATlVE-- - -- ADDRESS DArE 10 East High Street Carlisle, PA 17013 ';;>-1'1- O~ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stm 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 twenty-one 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% [72 P.S. ~9116 (a) (1.2)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 1.2) [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% [72 P.S. ~9116 (a) (1.3)l. 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.