HomeMy WebLinkAbout01-25-06
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REV.l5QO EX I~O)
REV.1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
OFFICIAL USE ONLY
FILE NUMBER
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COUNTY CODE YEAR
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NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Jones, Hugh H.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
December 22,2004 October 19, 1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Jones, Joanw.
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SOCIAL SECURITY NUMBER
184 - 12
1068
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[KJ 1. Original Return
o 4. limited Estate
[KJ 6. Decedent Died Testate (Attach copy of Will)
o 9. litigation Proceeds Received
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o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death aner 12-12.82)
o 7. Decedent Maintained a living Trust (Attach copy of Trusl)
010. Spousal Poverty Credit (dale of death between 120-31-91 end 1-1-95)
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o 3. Remainder Return (date of death prior to 1 ,-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch OJ
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NAME
Anthony L. DeLuca
FIRM NAME (If Applicable)
Antnon L. DeLuca Es uire
TELEPHONE NUMBER
717-258-6844
COMPLETE MAILING ADDRESS
P.O. Box 358
113 Front street
Boiling Springs, PA 17007
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
-0-
$201,766.22
-0-
-0-
-'-0-
USE ONLY
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Total Gross Assets (tolallines 1-7)
9. Funeral Expenses & Administnltive Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I)
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)
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(6)
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39,539.43
(7)
(8)
$241,305.65
(9)
(10)
4,475.09
-0-
(11) 4,475.09
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(12) 236,830.56
(13) -0-
(14) 236.830.56
x.oL (15) -O-
x .0 45 (16) 15.20
x .12 (17) ()
x .15 (18) -0-
(19) 1 ') 20 R~
14. Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
236,492.84
337.72
16. Amount of line 14 taxable at Iineal.rate
17. Amount of line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
Decedent's Complete Address:
-
STREET ADDRESS --,-
274 Mooreland Avenue
CITY Carlisle, I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
-0-
-0-
GO-
(1)
15.20
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C ).
(2)
15.20
. 'rotallnterest/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)
.25
-0-
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT.
. (5A)
15.45
-0-
15.45
-0-
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.
15.45
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;.....,.................................................................................... 0 5(]
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 Kl
c. retain a reversionary interest; or.........................................................................................................................,. 0 KJ
d. receive the promise forlife of either payments, benefits or care? ...................................................................... 0 []
2. If death occurred after December 12, 1982, dId decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 . rg]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [Xl 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THERETlJRIL
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. 99116 (a) (1.1) (i)].
For dales of dealli on or after J", uary f, f 995, lli, .x ml, Imp"'d on llie nel value 01 lransl'rn 10 or lor llie use of lli, SUrviving spouse Is 0% f1ns. ! 9f 16 (al (f. f) (HI].
The statute does nof exemll1 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 mle imposed on llie nel '"ue of lransf,. from a ""'as,d child twen~-o" yearn of ag' or younger al dealli 10 or lor the use Of a ",Iuml paffinl, ao adop'" pa"ml,
)r a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)J.
'he i:i'i,,~ imposed on the nel ","e of 'anslOrn 10 orlor ~e use of llie ""'dent's lineal beoeficiaries Is 4.5 %, "",pi as "'I,d io 7l P.S. !9f 16(1.21 r2 P.S. !9f 16( a I( f IJ.
ihe tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S'99116(a)(1.3)J. A sibling is defined, under Section 9102, as an
ndividual who has at least one parent in common with the decedent, whether by blood or adoption.
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REV.1502 EX + 112.85)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
*'
SCHEDULE A
REAL ESTATE
ESTATE OF
I
Hugh H. Jones
FILE NUMBER
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined os the price at which property would be exchanged between 0 willing buyer and 0 willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM I
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
0lIIiI:). .._
TOTAL (Also enter on line 1, Recapitulation)
III """'''Q C'n""'Q if: ni:UarlAt'{ inu:JM nrirl;f;nn,,1 ~J,QGf," nl C',",rn.Q C'j..,c I
$
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-
REV.1503 EX + 14.861
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COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
Hugh H.. Jones
ITEM
NUMBER
(All property jointly-owned with Right of Survivor$hip mU$t be di$c1o$ed on Schedu/o F.)
DESCRIPTION
VALUE AT DATE
OF DEATH
4.
5.
6.
7.
8.
9.
1 O.
11.
12.
13,
1.
30 shares preferred stock of Wellsboro Electric
Company @ $42.50 per share
210 shares common stock of Exxon Mobil Corporation
@ $ 51.31 per share
10,775.10
$1,275.00
2.
3.
Interest in Bryan Limited Partnership #6 in
Bryan Investment Group
427.46
2 $25.00 U.S. Savings Bonds, Series E
7 $50.00 U.S. Savings Bonds, Series E
5 $100.00 U.S. Savings Bonds, Series E
5 $200.00 U.S. Savings Bonds, Series E
1 $500.00 U.S. Savings Bond, Series E
55 $75.00 U.S. Savings Bonds, Series EE
204 $50.00 U.S. Savings Bonds, Series E
66 $25.00 U.S. Savings Bonds, Series E
2001 Buick Le Sabre
2 units in Cranberry Hotel Associates and
Suites Hotel Associates Limited Partnership
337.72
2,623.62
3,383.80
5,532.96
3,462.40
8,561.99
56,494.96
8,991.21
8,500.00
91,400.00
~
TOTAL (Also enter on line 2, Recapitulation)
5201,766.22
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COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
ESTATE OF
Hugh H. Jones
Please Print or Type
FILE NUMBER
-.e .
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
NONE
-0-
(If more space is needed, insert additional sheets of some size.)
TOTAL (Also enter on line 3, Recapitulation) $ _ 0-
-
REV.IS07 EX + (7-88)
*
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
ESTATE OF
Hugh H. Jones
Please Print or r pe
FILE NUMBER
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
NONE
-0-
- .
(If more space is needed, insert additional sheets of same size.)
TOTAL (Also enter on line 4, Recapitulation) S _ 0-
--
REV.1508 EX. 12.87)
'*
SCHEDULE E
CASH, BANK DEPOSITS ANO
MISCELLANEOUS
PERSONAL PROPERTY
I Please Print or Type
FILE NUMBER
ESTATE OF
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hugh H. Jones
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1 .
NONE
-0-
(Attach additional 8~" X 11" sheets if more space is needed.)
TOTAL (Also enter on line 5, Recapitulation) S _ 0-
, (fV.1509 El(. (12.UI j.A~
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOfNTL YMOWNED PROPERTY
-
ESTATE OF
Hugh H. Jones
FILE NUMBER
Joint tenant(s):
A.
NAME
ADD~ESS
NONE except for mari al residence Owned as tena ts by the entirety
with right of surviv rship.
RELATIONSHIP TO DECEDENT
8.
c.
Jointly-owned property:
ITEM I
NUMBER!
I
J. I
LETTER
FOR
JOINT
TENANT
DATE I
MADE I
JOINT i
I
I
I
I
I
I
i
I
I
,
I
I
I
I
I
I
I
I
I
I
I
I
i
DESCRIPTION OF PROPERTY
TOTAL VALUE
OF ASSET
I
I
I DECO'S
i % INT.
,
I
!
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__,cl-o;
DOLLAR VALUE OF
DECEDENT'S INTEREST
!
i
I
I
I
I
I
I
I
I
I
I
TOTAL (Also enter on line 6, Recapitulation)
(If more space is needed insert additional sheefs of same size)
$
-0-
-
REV.1510 EX+ (2-87)
.
SCHEDULE G
TRANSFERS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Hugh H. Jones
I PLEASE PRINT OR TYPE
FILE NUMBER
ESTATE OF
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECO. DOLLAR VALUE
EXCLUSION % OF DECEDENT'S
NUMBER Include name of the transferee, their relationship to decedent, date of transfer. OF ASSET INT. INTEREST
1. IRA with First Eagle Global 100% $39,539.4 3 ',100% $39,539.43
TOTAL (Also enter on line 7, Recapitulation) S 39,539.43
(If more space is needed, insert additional sheets of same size.)
REV.1511 EX + (7"'1
=
ESTATE OF
ITEM
NUMBER
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i:OMMONWeA~T~ OF peNN$YWANIA
JNHE~ITANCE rAX RETURN
RES/!leNT Q,e.I>INT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS eXPENSES
--
Hugh H. Jones
Please Print or Type
FILE NUMBER
DESCRIPTION
A. Funeral Expenses:
Auer Memorial Home & Cremation Services 4100 Jones-
town Rd., Harrisburg, PA.
Reverend John Black, Memorial Service
Richard Tritt, organist Memorial Service
Carl Heineman, church custodian
The Burcher, Baker, Sandwich Maker, lunch at church
1.
2.
3.
4.
5.
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
B.
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees
Anthony L. DeLuca, Esquire
Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees
Miscellaneous Expenses:
Probate Fee
Legal Advertising - The Sentinel
Legal Advertising - Cumberland Law Journal
Filing Fee for Inheritance tax and Inventory
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
s
AMOUNT
$1,890.06
100.00
150.00
25.00
596.74
1,200.00
264.00
144.29
75.00
30.00
4, 4 15 . 09
--
EV-1512 EX+ (9-81)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT. DECEDENT
ESTATE OF
SCHEDULE "1"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
Hugh H. Jones
fiLE NUMBER
ITEM
NUMBER
DESCRIPTION
AMOUNT
1. NONE
TOTAL (Also enter on line 10, Recapitulation)
$ -0-
t...
REV.1513 EX+ (2.87)
'*
COMMONWEAlTH 01 PtNNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
S'ENEFICIARIES
-
ESTATE OF
Hugh H. Jones
ITEM
NUMBER
C'
NAME AND ADDRESS OF BENEFICIARY
A.. Taxable Be'lUesh:
1.
Claudian Jane Bonser
30122 South Nancy's Lane
Conifer, Colorado 80433
14im David Jones
401 Seale
kingsville, Texas 78363
2.
3.
Joan W. Jones
274 Mooreland Avenue
CarliSle, PA 17013
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
1.
B. Charitable and-Governmental Bequ,ests:
/.:
FILE NUMBER
RElATIONSHIP
Daughter
Son
Wife
(If more space Is needed, Insert additional sheets of same size)
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
AMOUNT OR
SHARE OF ESTATE
$168.86
168.86
236,492.84
AMOUNT OR
SHARE OF ESTATE
s
-0-