HomeMy WebLinkAbout12-07-05
217 OFFICIAL USE ONLY
'REV-1S00 EX (6-00) COMMONWEALTH OF REV-1500
PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 FILE NUMBER 21-05-0352
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT -
COUNTY COOE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I- William P. Wennell, Jr. 204-26-8356
z DATE OF DEATH (MM.DD-YEAR) JDATE OF BIRTH (MM-DD-YEAR)
W THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W 3/31/2005 3/26/1934 REGISTER OF WILLS
u
w (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
C
Joseohine M. Wennell
w 01 Original Return 02 Supplemental Return 03 Remainder Return (date of death prior to 12.13-82)
....
>::$Ul 04 04a Os
o~~ limited Estate Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax Return Required
woo 06 07.
"a:...J
o ,,-Ill Decedent Died Testate (Attach copy of Will) Decedent Maintained a living Trust (Attach copy of Trust) 1 8. Total Nurnber of Safe Deposit Boxes
"- -
..: 09 010. Spousal Poverty Credit (date of death between 12.31-91 and 1-1-9S) 011. Election to tax under Sec. 9113(A) (Attach Sch 0)
litigation Proceeds Received
I- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
z NAME
w COMPLETE MAILING ADDRESS
C
z Robert G. Frey 5 South Hanover Street
0
0. FIRM NAME (If Applicable) Carlisle, PA 17013
t/)
w Frey & Tiley
Q:
Q: TELEPHONE NUMBER
0
U
717 -243-5838
OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) NONE
2. Stocks and Bonds (Schedule B) (2) 118,762 ;"""'-")
1"'7:") -:=J
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3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE c,.f1 ---, : j",'-'"j
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ITl
4. Mortgages & Notes Receivable (Schedule D) (4) NONE ;:"J __j.'""J
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5. Cash, Bank Deposits & Miscellaneous Personal Property r" I j-T'l
(Schedule E) (5) 8,305 -.J C:J
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(6) NONE .' -rJ \ --~n
6. Jointly Owned Property (Schedule F) -',<.. - """'-1
Dseparate Billing Requested , ~ (:-)
Z
0 N ,rl
i= ., , ) C-)
<C 7. Inter-Vivos Transfer & Miscellaneous Non.Probate Property "
-l ;;; --i",
::J (Schedule G or L) (7) NONE
l-
ii:
<C 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 127,067
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w
Q: Funeral Expenses & Administrative Costs (Schedule H) (9) 5,310
9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10) 1,655
11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 6,965
12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 120,102
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 0
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 120,102
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate ,or transfers under Sec.9116 (a)(1.2) 120,102 X .00 (15) 0
0
i= 16. Amount of Line 14 taxable at lineal rate .0 0
<C X (16)
I- -
::J
0.
== 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0
0
U
>< .15
f:5 18. Amount of Line 14 taxable at collateral rate X (18) 0
19. Tax Oue (19) 0
20.0 'i&ijEel<~.ff~~~~!ff:;~~ilit~ij;~jijI8_Mtilil(i)\t~f{'S~ilt..
> > BE SURE TO ANSWER ALL Ql;IESTIClNSON REVERSESIi!lEAND RECHECK MATH < <
RJ(
Decedents omplete ress:
STREET ADDRESS
30 Sussex Road
CITY I~TATE I~IP
Camp Hill Pa 17011
217
William P. Wennell, Jr.
C
Add
Tax Payments and Credits:
Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
o
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
o
Total Interest/Penalty (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
204-26-8356
o
o
o
o
1.
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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?
If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Yes
o
o
o
o
o
o
2.
3.
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation?
o
DATE
DATE
5 South Hanover Street Carlisle PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on t
[72 P.S. Section 9116 (a)(l.l)(i)]
'$")..",~ ~ ~
~ >~ .~ \)
of the surviving spouse is 3%
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiren
the surviving spouse is the only beneficiary.
is 0% [72 P.S. Section 9116 (a)(1.1 )(ii)]
tax return are still applicable even If
...-
For dates of death on or after Juiy 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of ag
or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)].
X~'L
a natural parent, an adoptive parent,
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benel
No
o
o
o
o
o
o
12/7/2005
12/7/2005
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 1
ing is defined, under Section 9102, as an
S. Section 9116(1.2) [72 P.S. Section 9116(a)(1 )].
individual who has at least one parent in common with the decedent, whether by blood or adoptL..
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
William P. Wennell, Jr.
ITEM
NUMBER
1.
2.
FILE NUMBER
21-05-0352
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
Allstate Stock, 1468 shares at 53.925 per share
Sears Stock, 792 shares at 50.00 per share
VALUE AT DATE
OF DEATH
79,162
39,600
TOTAL (Also enter on line 2 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
118 762
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
William P. Wennell Jr.
ITEM
NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate.
All orooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F.
FILE NUMBER
21-05-0352
DESCRIPTION
2001 Mercury Marquis, 34,000 miles, see Kelley Blue Book value attached
VALUE AT DATE
OF DEATH
8,305
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,305
217
REV-1511 EX+(12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
William P. Wennell, Jr.
21-05-0352
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman Roth Funeral Home 4,915
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
Year(s) Commission Paid:
2. Attorney Fees 100
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 295
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9 Recapitulation \ $ 5310
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03) 217
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
William P. Wennell Jr.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
FILE NUMBER
21-05-0352
ITEM
NUMBER
1.
DESCRIPTION
Automobile loan to Chase Automotive
VALUE AT DATE
OF DEATH
1,655
TOTAL (Also enter on line 10, RecaDitulationl $
(If more space is needed, insert additional sheets of the same size)
1,655
'217
REV-1737-7 EX + (9-00)
REVERSE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
NONRESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
William P. Wennell, Jr.
FILE NUMBER
21-05-0352
When flat rate method is elected, list the beneficiaries of the Pennsylvania property.
When proportionate method is elected, list all beneficiaries.
RELATIONSHIP TO
DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee/51 OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)]
1.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON REV-1737 COVER SHEET OR THE PROPORTIONATE METHOD WORKSHEET
ON THE REVERSE SIDE OF REV-1737 COVER SHEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. Josephine M. Wennell 1 OO%of remainder
30 Sussex Road
Camp Hill, PA 17011
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II
ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1737 COVER SHEET $ 0
(If more space is needed, insert additional sheets of the same size)
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: VJ \' l ~ \' C'- \"^.. \>~ W.e.Y\V\'i1.1t :fr.
VV\&-J~l )
Date of Death: ~I 'LooS-
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Will No. Zl- D5-- C> 352- Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete':
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No v--:-
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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