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Home My WebLink About12-28-05 REV-15011EX+(6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128'{)601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W CJ w c w ~ ,,_Ul ua:" wo.u ",00 ua:.... 0... 0. .. z o !;t ...I ::l l- ii: <C CJ W II: DECEOENl'S NAME (LAST. FIRST, AND MIDDLE INITlAlI STARNER DATE OF DEATH (MM-D[Hear) VELMA M. OATE OF BIRTH (MM-DQ.Yearl 10/02/2005 08/08/1914 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST. AND MIDDLE INITIAL) D 1.0riginalRetum o 4. limited Estate o 6. Decedent Died Testate I_"""~W"~ D 9. Litiga1ion Proceeds Received lXl 2. Supplemental Return o 48. Future Interest Compromise (dale 01 deaIh after 12-1N12j D 7. Decedent Maintained a Living Trust (Mach copy 01 Trust) D 10. Spousal Poverty Credit (daleofdelllhbelween 12-31-91 ancI1-1-95) .... z w o z ~ Ul w a: a: o u 'fAlUliIFl)RMA1l0N SHOULD BE DIRECTED TO: COMPLETE MAiLiNG ADDRESS 60 WEST POMFRET STREET 0_00 X _(IS) 0.00 22,170.00 X .045 (16) 997.65 0.00 X .12 (171 0.00 0.00 X .15 (18) 0.00 (19) 997.65 >;tJIjS.!lelmo!#iMtls'i!l'" NAME ROGER B. IRWINB ESQUIRE FIRM NAME (II Ap~icaljel IRWIN & McKNIGHT TELEPHONE NUMBER 717 249-2353 CARLISLE 1. Real Estate (Schedule AI (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes ReceWable (Schedule D) (4) 5. Cash, Bank Deposits & Miscelleneous Persenal Property (5) (Schedule EI 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 LOibilffies, & 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) 14. Net Value Subject to Tax (Line 12 minus LOla 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= ~ ::l Q. :E o CJ S 15. Amount of Une 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 Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0 CHECK HERE iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT OFFICiAl USE ONLY FILE NUMBER 21-050924 ""OOiiNTv"COOE --YEAR- - - 'lMmR-- SOCIAL SECURITY NUMBER 1 8 1 - 0 3 - 9 9 3 8 THIS RETURN MUST BE ALED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Retum (dateofdealh~riorlo12.13-a2) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (AtlachSchQ) PA 17013 OFFIqtt.!. USE ONLY '..-..) CJI :-:-:1 !-t <') 23,600_00 " r.....) co ~ ;" .- L" (8) 23,600_00 1,430.00 (11) (121 (13) 1,430.00 22,170.00 (14) 22,170.00 flll'\4NO,'RI$CHIWK M)\'TH < < Decedent's Complete Address: smEET ADDRESS 23,600. CITY I STATE I ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 997.65 49.88 Total Credits (A + B + C) (2) 49.BB 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( 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 re1und (4) 5. If Line 1 + Line 3 is greater than Line 2, enler the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF AGENT 0.00 0.00 947.77 947.77 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; ........................................................................... D [RJ b. retain the right to designate who shall use the property transferred or its income; ........................................ D [RJ c. retain a reversionary interest; or ...................................................................................................... 0 lXl d. receive the promise for life of either payments, benefits or care? ............................................................. D [RJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................ ............................................................................... D [RJ 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. D [RJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... D [RJ 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 lhall have examined this return, jnclud~ accompanying schedules and statements, and 10 the best of my knowledge and belief, it is true, correct and complete. Declaration 01 preparer other than the personal representative is based on all Information 01 which preparer has any knowledge. SIGNATUREOFPERSONR~SP~FOR~NG~ DATI d::' 0 ADDRESS 60 WEST PO CARLISLE PA 17013 SIGNATURE OF PREPARER 0 DATE ADDRESS PA 17013 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)l. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of translers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (al (1.1) (il)]. The stalute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax relum 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. ~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)(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)(I.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-f508 EX+ (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STARNER VELMA SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER M ~ ~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0924 ITEM NUMBER 1. Church of God Home - Equity Refund DESCRIPTION VALUE AT DATE OF DEATH 23,600_00 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 23 600.00 REV-f511 EX+ (12-99) * COMMONWEALTH OF PENN$YLV ANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF STARNER FILE NUMBER VELMA M 21 05 0924 ITEM NUMBER OESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) ROQer B. Irwin 700.00 Social Security Number(s)/EIN Number of Personal Represenlabve(s) 194-24-1402 Street Address 60 West Pomfret Street City Carlisle Slate PA Zip 17013 Year(s) Commission Paid: 2. Attorney Fees Irwin & McKnight 700.00 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Prepare"s Fees 7. Register of Wills, Filing Fee 30.00 TOTAL (Also enter on line 9, Recapitulation) $ 1 430.00 Debts of decedent must be reported on Schedule I. (If more space is needed. insert additional sheets of the same size) AEv.'51aEX+I* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER ~T"~.'~ \/1::1 "^ M :>1 n<; nQ:>d RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE L TAXABLE DISTRIBUTIONS pnelude Outritt spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1. Leroy E. Starner Lineal 5,542.50 3710 Carlisle Road 1/4th Remainder Carlisle, PA 17013 2. Janet E. Rickrode Lineal 5,542.50 920 Cassandra Lane 1/4th Remainder Lakeland, FL 33809-3711 3. Ralph S. Starner Lineal 5,542.50 204 W. Ridge Street 1/4th Remainder Carlisle, PA 17013 4. Darlene Galloway Lineal 5,542.50 45 Peachy Ann Drive 1/4th Remainder Gardners, PA 17324 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET TI. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON.T AXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same sIZe)