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Home My WebLink About03-10-06 (3) REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ... z w c w (.) w c w ... ::.:: ~CI) u 0::::.:: w~u :z: 0:: 9 U~m c:c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) YINGER FRANK DATE OF DEATH (MM--DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAL USE ONLY FILE NUMBER 21 -05 00879 COUNTYCODE -VEAR- - - NUMBER- - SOCIAL SECURITY NUMBER 2 0 3 - 2 4 - 8 820 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o ~ <C -oJ :::> l- n: <C (.) w D:: z o i= ~ :::> Q., :E o (.) S 08/12/2005 05/13/1931 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ 1. Original Return D 4. Limited Estate [Xl 6. Decedent Died Testate (Attach copy of Wdl) D 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12.82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95) PA 17055 OFFICIAL USE ONLY ~ ~ C:;::) Ct"'> NAME JOHN D. GRIGSBY ESQ, FIRM NAME (If Applicable) TELEPHONE NUMBER 717-796-6537 MECHANICS BURG ?;.; ;;0 a :g ~ :;.~;:~ --::"l o ["II ,j~) I;~~ 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 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 Liabilities, & 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/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, or transfers under Sec. 9116 (a)(1.2) 0.00 X _ (15) 0.00 X _ (16) 0.00 X .12 (17) 236,212.18 X .15 (1 B) (19) .r:- . . o U1 (8) 243,382.68 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 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 7,170.50 (11) (12) (13) 7,170.50 236,212.18 (14) 236,212.18 0.00 0.00 0.00 35,431.83 35,431.83 20. 0 .',........;.((i+ <;21)~.~ll~~iBEjsl.IE;;..j..sWSI,;I.II.IES;dUNSQNRElERSE;SI9E(~II;REGHEcIMlmi:<'<'?i ..... .. D d t' C I t Add ece en s ompee ress: STREET ADDRESS 22 HILL BOULEVARD CITY I STATE I ZIP MECHANICSBURG PA 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 ) 35,431.83 23 950 65 1 260 56 Total Credits ( A + B + C) (2) 25,211.21 3. Interest/Penalty if applicable D. Interest E. Penalty T otallnterest/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) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 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; ........................................................................... 0 [Z] b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 (Xl c. retain a reversionary interest; or ................................ ......... ............................................................. 0 [KJ d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [KJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........ .......................................... ............................................ 0 [KJ 3. Did decedent own an Win trust for- or payable upon death bank account or security at his or her death? ................. 00 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .... .............................. ...... ... ... ........., .......... ..... ............. ... ... ,.,........,. 0 00 0.00 0.00 10,220.62 10,220.62 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA 17055 DATE _./ r;./ c;:,; 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 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. 99116 (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. 99116(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. 99116(1.2) [72 P.S. 99116( 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. 99116(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. REV-1502 EX + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER YINGER FRANK 21 05 00879 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 iointlv-owned with riaht of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION HOUSE AND LOT (1/2 INTEREST AS TENANT IN COMMON) 22 HILL BLVD., MECHANICSBURG, PA 17055 CURRENT FAIR MARKET VALUE $108,650.00 VALUE AT DATE OF DEATH 54,325.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 54,325.00 REV-150B EX + (6-98) * SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YINGER FRANK FILE NUMBER 21 05 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. 00879 ITEM NUMBER DESCRIPTION 1. SOVEREIGN BANK SAVINGS ACCT. #1674000755 2. M& T BANK CHECKING ACCOUNT #65106776 3. SOVEREIGN BANK CD #1685209338 4. SOVEREIGN BANK CD #1685211730 5. SOVEREIGN BANK CD #1685211540 6. SOVEREIGN BANK CD #1685212217 7. 1997 CHRYSLER VALUE AT DATE OF DEATH 41,214.13 74,376.53 18,101.65 18,033.06 17,987.21 17,345.10 2,000.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 189057.68 REV-1511 EX + (12-99) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF YINGER FRANK SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 05 00879 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME, 37 E. MAIN ST., MECHANICSBURG, PA 17055 3,790.00 B. ADMINISTRA TIVE 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 JOHN D. GRIBSBY, ESQ. 2,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 340.00 5. Accountanfs Fees 500.00 6. Tax Return Preparer's Fees 500.00 7. Recording fee - Deed 40.50 TOTAL (Also enter on line 9, Recapitulation) $ 7 170.50 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9* COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES ~ ... ,- - - r-I""'lo ^ .. 11/ y",,\.: ~ -.- NUMBER I. 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] THOMAS J. O'CONNELL 22 HILL BLVD. MECHANICSBURG, PA 17055 FILE NUMBER 21 05 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Collateral OOR7Q AMOUNT OR SHARE OF ESTATE 100 % ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-T~BLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - 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) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT O'CONNELL THOMAS J 22 HILL BLVD MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 203-24-8820 FILE NUMBER: 2105-0879 DECEDENT NAME: YINGER FRANK E DATE OF PAYMENT: 03/10/2006 POSTMARK DATE: 03/10/2006 COUNTY: CUMBERLAND DATE OF DEATH: 08/12/2005 NO. CD 006425 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $10,220.62 I I I I I I I I TOTAL AMOUNT PAID: $10,220.62 REMARKS: CHECK# 2335 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS