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Home My WebLink About01-0714 RH'.\~~~'EX i6-00) '* / (1 Ie:, -,;)'f 7 - rt REV-1500 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT :lL-OL COUNTY CODE YEAR __2LtL NUMBER .... Z W o W o W o '" "' ::.::~ttl ,,0:'" ",Q." "DO "o:~ Q.1ll ~ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Marpoe, Thomas M. DATE OF DEATH (MM-DD-YEAR) 12-15-2000 OFFICIAL USE ONLY -,----~-_._-_..__._.~---~._._.~--_.- FILE NUMBER SOCIAL SECURITY NUMBER 175 40 2927 DATE OF BIRTH (MM-DD-YEAR) 6-23-1947 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bonnie S. Marpoe ua 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise {date 01 deat~ after 12-12.82) o 7. Decedent Maintained a Living Trust (Attach copy of1rusl) o 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1.95) D 3. Remainder Return (date of death prior to 12-13.82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113{A) (Attach Sch 0) l- X ~ ~ Q. to '" i:i o o NAME Jerry A. Weigle, Esquire FIRM NAME {II Applicablel WEIGLE, PERKINS & ASSOCIATES TELEPHONE NUMBER (717) 532-7388 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 Z (Schedule E) 0 6. Jointly Owned Property (Schedule F) ~ o Separate Billing Requested ..I ::I 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .... (Schedule G or L) a:: <C 8. Total Gross Assets (total Lines 1-7) 0 9. Funeral Expenses & Administrative Costs (Schedule H) W 0:: Debts of Decedent, Mortgage liabilities, & liel'\S {Schedule I) 10. 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 126 East King Street Shippensburg, PA 17257 OFFICIAL USE ONLY (1) (2) (3) (4) (5) (6) (7) (8) o (9) (10) 1,247.00 (11) (12) (13) 1,247.00 (1,247.00) 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) (1,247.00) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) z o !;t I-' ::I ll.. ::E o o ~ 15. Amount of Line 14 taxable at the spousal tax rale, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x.O_ (15) x.O_ (16) x .12 (17) x .15 (18) (19) NONE - INSOLVENT CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 200 Decedent's Complete Address: '. STREET ADDRESS 132 West Orange Street CITY Shiooensbur~, I STATE I ZIP PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. InteresUPenaity if applicable D.lnterest E. Penalty TotallnteresUPenalty ( D + E ) (3) 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 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 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 I!I b. retain the right to designate who shall use the property transferred or its inceme; ................. .......................... 0 IKJ c. retain a reversionary interest; or...... .................................................................................. ............................... D IX] d. receive the promise for life of either payments, benefits or care? ....................... ............................................ 0 IKJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ . ......................... .......................... ................... 0 IX] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ............. 0 IKJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................... ........................... ...................... 0 IKJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of pe~ury, I declare thaI 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 personal representative is based on all information of which preparerhas any knowledge. Bonnie S. Marpoe DATE 7 "3/ -01 ippensburg, PA 17257 Jerry A. Weigle hippensburg, PA 17257 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on tf1e net value of transfers to or for tf1e 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 tf1e use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a sUlViving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the sUlViving 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 tf1e child is 0% [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%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)]. 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)]. 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-l.50BEX+12_B7) . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Thomas M. Marpoe (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ALL ASSETS JOINTLY OWNED WITH SPOUSE. INHERITANCE TAX RETURN BEING FILED FOR INFORMATION PURPOSES ONLY. " TOTAL (Also ente, on line 5, Recopitulotion) $ (ANoch additional 8Vi" X 11" sheets if more space is needed.) REV-1511EX+(7_88) ESTATE OF ITEM NUMBER A. 1. B. 1. 2. . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print ar Type FILE NUMBER COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Thomas M. Marpoe DESCRIPTION AMOUNT Funeral Expenses: Cremation Society of Pennsylvania 1,087.00 Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid Attorney Fees Weigle, Perkins & Associates 150.00 3. Family Exemption Claimant Address of Claimant at decedent's death 4. C. 1. 2. 3. 4. 5. 6. 7. 8. Relationship Street Address City State Zip Code Probate Fees Miscellaneous Expenses: Register of Wills, Cumberland County - filing Insolvent PA Inheritance Tax Return 10.00 TOTAL (Also enter on line 9, Recapitulation) s 1,247.00 (If more space is needed, insert additional sheets of same size.) REV-1513EX+(2-1171 . COMMONWEALTH OF P~NNSYLVANIA INHERITANCE TAX RUURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Thomas M. Marpoe ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: 1. Not relevant as estate is insolvent. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,o enter on Hne 13, Recap;tuloHon) $ (If more space is needed, insert additional sheets of same size)