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Home My WebLink About12-21-05 REV-1500 EX (6-00) OFFICV\L USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~J.. , ~ S --=--~ ~ ~~ YEAR NUMBER COUNTY CODE DECEDENfS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Sweet, James Howard W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) Cl ~ 5/30/2005 9/9/1938 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Cl SOCIAL SECURITY NUMBER 176-32-3329 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER Original Retum D 2. Supplemental Retum D 4a. Future Interest Compromise (date of death after 12-12-82) D 3. Remainder Retum (date of death pnor to 12-13-82) D 5. Federal Estate Tax Return Required W I- :.::~(/) UO:::':: wn.U :rOO () g:~ n. <( W1 D4 D6 D9 Limited Estate Decedent Died Testate (Attach copy of Will) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes Litigation Proceeds Received D 10. Spousal Poverty Credit (date of de,th between 12-31-91 ond 1-1-95) D 11 Election to tax under Sec. 9113(A) (Alt"h Soh 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIALTAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS I- Z UJ o z o 0.. en UJ a: a: o u Michael L. ~xell, Es ire FIRM NAME (If Applicable) Mette, Evans & Woodside TELEPHONE NUMBER 610-374-1135 1105 Berkshire Blvd., Suite 320 Wyomissing, PA 19610 1. Real Estate (Schedule A) (1) 0.00 .OfiFICV\L USE ONLY . 1 2. Stocks and Bonds (Schedule B) (2) 0.00 r1 , 1 '- -) Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 r,) 4 Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6. Jointly Owned Property (Schedule F) (6) 0 o Separate Billing Requested i= ~ ...J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ~ (Schedule G or L) !:: a. 8. Total Gross Assets (total Lines 1-7) ~ () W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) a::: 10. Debts of Decedent, Mortgage Liabilrties, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 0.00 --CJ 0.00 -I', 7,989.40 C) c..,.: 6,458.78 (8) 1,277.76 453.62 14,448.18 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 1,731.38 12,716.80 0.00 (11) (12) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 12,716.80 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amou nt of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(l.2) 16. Amount of Line 14 taxable at lineal rate 0.00 0.00 x.D ~(15) x.D 45 (16) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 0.00 0.00 1,526.02 0.00 z o 1= <( I- :::> n. :;: o u >< <( I- 12,716.80 0.00 x12 (17) 17 Amount of Line 14 taxable at sibling rate 19. Tax Due (19) 1,526.02 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE AND RECHECK MATH < < 3W4645 1000 pt Decedent's Complete Address: STREET ADDRESS 12 Bur ners ~ll Road Cumberland County CITY Plainfield STATE PA ZIP 17081- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 1,526.02 0.00 0.00 0.00 Total Credits (A + 8 + C) (2) 0.00 3 Interest/Penalty if applicable D. Interest E Penalty 0.00 0.00 Total Interest/Penalty (0 + E) (3) 0.00 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1,526.02 A Enter the interest on the tax due. (5A) 0.00 8. Enter the total of Line 5 + 5A This is the BALANCE DUE. Make Check to: REGISTER OF (58) 1,526.02 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 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? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. IX] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D ~ 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 perjury, I declare that I have examin~d 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 repr entative is based on all information of which preparer has any knowledge Yes No D D D D ~ ~ ~ ~ D []g ILlNG r... DATE / 2'~ ---c..E/ '-O:j 12 Burgners ~ll Road (~'TURE OF P~t1Jf\Kf)!ENTATIVE ADDRESS 1105 Berkshire Blvd., Suite 320 Plainfield, PA 17081 DATE J21z.Dlb~ I / Wyomissing, PA 19610 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.S 9916 (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. S 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still 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. 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. S 9116(1.2) [72 P.S. 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. 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. 3W4646 1.000 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE REV~1502 EX + (6~98) ESTATE OF FILE NUMBER James Howard Sweet All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. None DESCRIPTION VALUE AT DATE OF DEATH 3W4695 1.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 0.00 'REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER James Howard Sweet All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. None DESCRIPTION VALUE AT DATE OF DEATH 3W4696 1 000 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 0.00 REV-1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP FILE NUMBER James Howard Sweet Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH None 3W4697 1000 TOTAL (Also enter on line 3, Recapitulation) (If more space is needed, Insert additional sheets of the same stze) $ 0.00 REV-1507 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James Howard Sweet SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH None TOTAL (Also enter on line 4, Recapitulation) $ 0.00 3W46AC 1.000 (If more space is needed, insert additional sheets of same size) REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF James Howard Sweet FILE NUMBER I nclude the proceeds 01 litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH None 3W46AD 1.000 TOTAL (Also enter on line 5, Recapitulation) $ (II more space is needed, insert additional sheets 01 the same size) 0.00 REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James Howard Sweet SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Sweet, William H 12 Burgners ~ll Road, Plainfield, PA 17081 Brother B. c JOINTLY-OWNED PROPERTY: LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF N....MBER OR SIMILAR IDENT!FYING NUMBER. ATTACH DEED FOR NUMBER TENANT JOINT JQINTLY-ftLD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1 A 4/28/2004 Members 1st FCU Checking Account #244133-11 15,373.39 50.0000 7,686.70 2 A 4/28/2004 Members 1st FCU Savings Account #244133-00 605.40 50.0000 302.70 TOTAL (Also enter on line 6, Recaoitulation) $ 7 989.40 3W46AE 1.000 (If more space is needed, insert additional sheets of the same size) REV-1510EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James Howard Sweet FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through" on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPllON OF PROPERTY ITEM II\ULO:: TrE NoWE OF TI-E TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER l1-E DATEOFTR.AN3FER. ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST IIF APPLICABLE' VALUE 1. 2003 Chrysler Sebring transferred to William H. Sweet, brother of the decedent, on August 24, 2004 8,130.00 100.0000 3,000.00 5,130.00 2 Proceeds from sale of 30 shares of MetLife stock on May 27, 2005 to Richard F. Sweet, brother of the decedent 1,328.78 100.0000 1,328.78 0.00 3 Proceeds from sale of 30 shares of MetLife stock on May 27, 2005 to William H. Sweet, brother of the decedent 1,328.78 100.0000 0.00 1,328.78 TOTAL (Also enter on line 7, Recapitulation) $ 6,458.78 (If more space is needed, insert additional sheets of the same size) 3W46AF 1 000 'REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF James Howard Sweet ITEM NUMBER A, B. 3W46AG 1 000 Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Elk Mtn. VFW - funeral luncheon 2 Flowers Total from continuation schedules 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 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 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Carlisle Sentinel Obituary - advertisement 2 Register of Wills - fee to file Inheritance Tax Return Total from continuation schedules FILE NUMBER TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ AMOUNT 100.00 60.00 396.48 273.00 119.00 15.00 314.28 1,277.76 Estate of: James Howard Sweet 176-32-3329 Schedule H Part 1 (Page 2) Item No. Description Amount 3 Funeral clothes 37.00 4 Funeral Luncheon 359.48 Total (Carry forward to main schedule) 396.48 Estate of: James Howard Sweet 176-32-3329 Schedule H Part 7 (Page 2) 3 William H. Sweet - Reimbursement for travel expenses to funeral 314.28 Total (Carry forward to main schedule) 314.28 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James Howard Sweet SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1_ Dept. of Veterans Affairs - prescription 70.00 2 Medicine 45.38 3 Sun Trust Bancard Services - credit card bill 338.24 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 453.62 RE\I-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYL \I AI,IA II,HERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF r,UMBER I James Howard Sweet ] 2 1 : NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY ITAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Richard F. Sweet 445 Chelsea Way Fairfield, GA 94533 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Brother Brother FILE NUMBER AMOUNT OR SHARE OF ESTATE Proceeds from transfer (See Schedule G) Proceeds from joint accounts and transfers (See Schedules F & G) 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 3Vv'46f....liOOO William H. Sweet 112 Burgners Mill Road I Plainfield, PA 17081 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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) $ 0.00