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Home My WebLink About12-02-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) PENNSYLVANIA INI-l~RITANC~ AND ~STAn TAX OFFICIAL RECEIPT ~~C~IV~D FROM, WEITZEL E K 445 WEST PENN STREET CARLISLE, PA 17013 ------- fold ESTATE INFORMATION: SSN: 194-20-5345 FILE NUMBER: 2105-1049 DECEDENT NAME: HEFFELFINGER MARTHA ANN DATE OF PAYMENT, 12/02/2005 POSTMARK DATE: 1 2/02/2005 COUNTY: CUMBERLAND DATE OF DEATH: 09/21/2005 NO. CD 006054 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $33,389.17 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: L J HEFFELFINGER CHECK# 1086 SEAL INITIALS: VZ RECEIVED BY: RFf.'ilSTFR OF WII I S $33,389.17 GLENDA FARNER STRASBAUGH REGISTER OF WILLS KI:', ~OOEX+r-;<OO) * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.Q601 I- Z W C W o W C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAl) Heffelfin er Martha Ann DATE OF DEATH (MM-DI)..Year) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FaNUMB~R 0 5 I 04 cr _L_______ COUNTYCOOE YEAR. NUMBER SOCIAL SECURITY NUMBER DATE OF BIRTH (MM.DI)..Year) 1 9 4 - 2 0 - 5 3 4 5 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 09/21/2005 OS/26/1923 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL) W I- ~:!O., :.>0:::::.:: ~..() ~Oo :.>f~ .. .. _[Xl t Original Return o 4, Limited Estate o 6, Decedent Died Testate (AltachcopyofWil) o 9, Litigation Proceeds Received SOCIAL SECURITY NUMBER 59- 2 4 - 8 6 4 o 2. Supplemental Retum o 4a, Future Interest Compromise (tlate ofdealh after 12-12-82) o 7. Decedent Maintained a Living Trust (Alla:h copyofTrust) o 10. Spousal Poverty Credit (dale of death between 12.31.91 and 1-1-95) o 3. RemalnderRetum (dateofdeathpriorto1i1J-82) o 5, Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11, Election to tax under Sec, 9113(A) (AlIach Sch 0) 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Close~ Held Corporation, Partnership or Bole-Propnetorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) I- Z W C Z o .. ., w '" '" o () NAME Jac ueline A. Kell Es. FIRM NAME (If ApplOable) Jan L. Brown & Associates TELEPHONE NUMBER 717-541-5550 z o j::: <( ...J :;) I- 0:: <( o W ll:: COMPLETE MAILING ADDRESS 845 Sir Thomas Court Suite 12 Harrisbur I N /'..... -:J c" en (J1 235,075.01 (8) 235,075.01 765.00 (11) (12) (13) 765.00 234,310.01 14. Net Value Subject to Tax (Une 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 234,310.01 z o j::: <( I- :;) Q. :!! o o >< <( I- 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17, Amount of Une 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 19, Tax Due X _(15) X _(16) X .12 (17) 234,310,01 X .15 (18) 35,146.50 (19) 35,146.50 20. 0 Decedent's Complete Address: STREET ADDRESS 90 E. Ridge Street CITY Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: I. Tax Due (Page 1 Une 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 35,146.50 1 757.33 l. InteresUPenalty If applicable D. Interest E. Penalty Total Credits (A +8 +C) (2) 1,757.33 I. T otallnteresUPenalty ( 0 + E ) If Line 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) to: REGISTER OF (4) (5) (5A) (58) AGENT 0.00 33,389.17 i. A. Enter the interest on the tax due. S. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check 33,389.17 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" iN THE APPROPRIATE BLOCKS 1. Did decedent make a transler and: Yes No a. retain the use or income of the property transferred: ........................................................................... 0 IRl b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IRl c. retain a reversionary interest; or ...................................................................................................... 0 IRl d. receive the promise lor life of either payments, benefits or care? ............................................................. 0 IRl 2. II death occurred afier December 12,1982, did decedent transfer property within one year 01 death without receiving adequate consideration?............................................................................................... IRl 0 3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? ................. 0 IRl 4. Did decedent own an Individual Reiirement Account, annuity, or other non.probate property which contains a beneficiary designation? ....................................................................................................... 0 IRl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Jnder penalties of perjury, I declatl that I have excmined this return, includi~ 8CCO"!panying schedules and statements. end to the best of my knowledge and belief, it is true, correct and complete. )eclaralion of preparer other than the personal representative is based on all Information of which preparer has any knowledge. 31GNATURE OF PERS ESPONSI,LE F. FliNG RETURN DATE II /105' \DDRESS 445 West Penn Str Carlisle PA SIGNATURE OF PR,F-PARER OTHER THAN REP \DDRESS 1/ PA 17109 'or dates 01 death on or afier July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use 01 the surviving spouse is 3% 72 PS. ~9116 (a) (1.1) (i)l. 'ordates 01 death on or afier January 1,1995, the tax rate imposed on the net value oftranslers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. fhe statute does not exemDt a transler to a surviving spouse Irom tax, and the statutory requirements lor disclosure 01 assets and filing a tax return are still applicable even il :he surviving spouse is the only beneficiary. 'or dates 01 death on or afier July 1, 2000: rhe tax rate imposed on the net value 01 transfers from a deceased child twenty-one years of age or younger at death to or for the use 01 a natural parent, an adoptive parent, )r a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. rhe tax rate imposed on the net value oftranslers to or lor 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)(111 rhe tax rate imposed on the net value oftranslers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibiing is defined, under Section 9102, as an inrlivirlll::ll whn h;:J!=l ::It 1p';I!\;t OM mlrfmt in r.ommnn with the decedent. whether bv blood or adootion. R~V-1510 EX + (6.98) '* SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Heffelfinaer Martha Ann Th~ schedule must be completed and filed . the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET ~ yes. FILE NUMBER DESCRIPTION OF PROPERTY ITEM INClUDETtENAWEOFTHETRANSFEREE,THEIRR8.ATlONStlPTOOECEDENTANO DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE ~UMBER THE OATE OF TRANSFER ATTACH A COP'!' OF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST VALUE (IFAPPUCABLE) 1. Gift to niece, E. K. Weitzel, May 2005 238,075.01 100. 3,000.00 235,075.01 gift of $216,391; accrued interest of $21 ,684.01 TOTAL (Also enter on line 7 Recapitulation) $ 235075.01 (Ifmorf:! soar::e is needed_ insert additional sheets of the same size) Kt:V.1~" 1::.11:. + (12.99) '* SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Heffelfinaer Martha Ann FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Yea~sl Commission Paid: 2. Attomey Fees Jan L. Brawn & Associates 750.00 3. Family Exemption: (If decedenfs address is not the same as daimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Register of Wills--Inheritance Tax Return filing fee 15.00 TOTAL (Also enter on line 9, Recapitulation) $ 765.00 (If more soace is needed. insert additional sheets of the same size) REV-1513EX+(W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF l-IoffolfiMO' .ann SCHEDULE J BENEFICIARIES FILE NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal d~tributk,"s, and transfers under Sec. 9116 (a)(1.2)] E_ K_ Weitzel 445 Penn Street Carlisle, PA 17013 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not UslTrustee(s) OF ESTATE NUMBER 1. niece Schedule G property ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)