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Home My WebLink About01-09-06 ~ t OFFICIAL USE ONLY REV.1SOO EX + (&-GO) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 '* 0& FILE NUMBER II NU~E?) 7 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 106-38-1942 DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAl) Trout, Elizabeth J. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-OD-YEAR) .- z w o w U w o THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 09-30-2005 03-26-1915 (IF APPLICABLE) SURVMNG SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) o 3. Remainder Return (date of death prior to 12-13-82) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o ". Election to tax under Sec. 9113(A) (Altach Sell 0) D 2. Supplemental Retum o ~ o ~ 1. Original Retum o 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of 'MIl) o 9. Litigation Proceeds Received W I- ~~~ ldlL~ :~ UIL ~ 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach oopy of Trust) 10 SpOusal PovertY Credit (date of death between . 12-31-91 and 1-1::gs) COMPLETE MAILING ADDRESS I- Z W o z 2 fIl ~ ~ NAME Edward P. Seeber, Esq. FIRM NAME (If epplicable) James, Smith, Dietterick & Connelly TELEPHONE NUMBER 717/533-3280 134 Sipe Avenue Hummelstown, PA 17036 ? - fflCIAL tlSE O~~r (=_ ,- 1 c.. . - --;, (~ (1) None (2) None (3) None (4) None (5) None (6) None (7) 65,679.01 (9) 15.00 (10) 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 (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 0 Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ,-; ~-'." __:,1_= I ~o _ : l.~ -ry C) ,:'..'1 z o ~ ~ t- o: 4( u w 0::: (8) 65,679.01 (11) 15.00 65,664.01 0.00 65,664.01 11. Total Deductions (total Lines 9 & 10) (12) (13) (14) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, 65,664.01 x .00 (15) z or transfers under Sec. 9116(a)(1.2) 0 (16) j:: 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 ~ ~ a.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :IE 0 u 18. Amount of Line 14 taxable at collateral rate 0.00 .15 (18) >< x ~ 19. Tax Due (19) 0.00 0.00 0.00 0.00 0.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 Form REV-1500 EX (Rev. 6-00; Copyright 2002 form software only The Lackner Group, Inc. ~ 1 l ~\ }j5'- 00 p-^lo1 % lJ 5 w- ~ ------- ,/ to fJ A- P () (' TI/\ i ~ Decedent's Complete Address: STREET ADDRESS 5225 Wilson Lane CITY Mechanicsburg ISTATE PA IZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is theBALANCE DUE (3) (4) (5) 0.00 (SA) (5B) 0.00 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;............................................................................. ~ D b. retain the right to designate who shall use the property transferred or its income;................................ ~ D c. retain a reversionary interest; or.............................__........................................................................... ~ D d. receive the promise for life of either payments, benefits or care?........................................................... [!] D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........................................................... eo................................................... D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 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 QUESnONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties d plIIjury. I declare thai I have examined this return, including accompanying schedules and atatamants, and to tha best d my knowladge and belief, it is true, correct and completa. Dedaration of preparar other than tha personal repl"9SllI\tative is basad on all information of which praparer has any knowIedga. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE Linda Hadcock 2611 Brian Drive Parma,OH 44134 ~ ~ SIG ADDRESS ./ a)'-C6 DATE ADDRESS DATE 134 Sipe Avenue Hummelstown, PA 17036 For ates 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 f r the 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 the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statutedoes not exemDt 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. ~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. S9116 1.2) [72 P.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. ~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. r ~ : Rey.1510 EX+ (8-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ~THOFPENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Trout, Elizabeth J. FILE NUMBER 21-- ESTATE OF This sc:hedule must be completed and filed if the answer to any of quastions 1 through 4 on tha raverse side of the REV.1500 COVER SHEET is yes. ITEM '11UNur .~, T DATE OF DEATH " OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE OEED FOR REAl ESTATE. 1 Legg Mason Brokerage Account No. 363-03309 - 65.679.01 65.679.01 ING annuities; beneficiary is spouse; valued per statement ending 9/30/05 TOTAL (Also enter on Line 7, Recapitulation) 65.679.01 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 ScheduleG (Rev. 6-98) I \ l REV.1151 EX+ (12-19) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Trout, Elizabeth J. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-- ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) f EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees James, Smith, Dietterick & Connelly 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. Other Administrative Costs 15.00 See continuation schedule{s) attached TOTAL (Also enter on line 9, Recapitulation) 15.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH (Rev. 6-98) 1 \ r Rey-1502 EX+ (6-98) *' SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAllll OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Trout, Elizabeth J. IFILE NUMBER 21- ESTA TE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Register of Wills, Cumberland County - filing fee for Return 15.00 Subtotal 15.00 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA.1500 Schedule H.B7 (Rev. 6-98) . \ .. REV.1513 EX+ (1-00) *' SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Trout, Elizabeth J. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal C1istributionsJ. and transfers under Sec. 1:1116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustsllls' FILE NUMBER 21-- SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. 1 John H. Trout 325 Wesley Drive Mechanicsburg, PA 17055 Spouse IRA 65,679.01 Total 65,679.01 Enter dollar amounts for distributions shown above on lines 5 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 ScheduleJ (Rev. 6-98)