HomeMy WebLinkAbout03-13-06
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV-1500
FILE NUMBER
:1-'1-06
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NUMBER
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
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DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
"3-:2 - 2005 -0-2 1~ 7
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
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)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative 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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FIRM NAME (If Applicable)
63
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(2)
(3)
(4)
(5)
COMPLETE MAILING ADDRESS
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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)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
14. Net Value Subject to Tax (line 12 minus Line 13)
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(7)
(8)
(9)
(10)
(11 )
(12)
(13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
15. Amount of line 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
x.O_ (15)
x.O_ (16)
x .12 (17)
x .15 (18)
(19) 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
20. D
BUREAU OF COLLECTIONS &
TAXPAYER SERVICES
PO BOX 281041
HARRISBURG PA 17128-1041
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
Inheritance Tax Non-Filer Delinquencv Notification
REV-834 AFP (12-04)
MARY JANE YOCUM
140 E LOCUST STREET
MECHANICSBURG PA 17055
DATE:
ESTATE OF:
CHESTER
SSN:
DATE OF DEATH:
FILE NUMBER:
03/03/2006
L YOCUM
193-24-1678
03-29-2005
2105-,0383
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A review of Department records has disclosed that you are responsible for the settlement of
the above estate, or that you represent the responsible party. The above estate is in a delinquent
status. According to Department's records, as of this date, the inheritance tax return h~s not been
fi~d. \
The Inheritance and Estate Tax Act mandates the filing of a tax return and paynient of all
outstanding liabilities by a personal representative of the estate or a transferee within nine months
of the decedent's death.
If this estate was opened for the purpose of filing a lawsuit, please provide this office in
writing with the court term and docket number of the proceeding. The Department may postpone
any further action regarding the Estate pending the com~letion of the lawsuit. If there is anx) other
reason that a return has not been filed, please contact this office. ~"2 r~~l
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To avoid further action, a return must be filed within 15 days from the date~~\ le~.
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If the return has been filed recently, please disregard this notice. ~:;)]~ w
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CONTACT:
RETURNS SHOULD BE FILED
AND PAYMENTS MADE AT
THE REGISTER OF WILLS
LISTED BELOW:
Harrisburg Call Center
(717) 783-3000
TDD# 1-800-447-3020 (Service for taxpayers
with special hearing and/or speaking needs)
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j--":A/~'/f-~.~~.. REGISTER OF WILLS
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Gl...-.~ ~~~ CARLISLE, PA 17013
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