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Home My WebLink About07-20-06 ---1 15056051047 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year )" \ \: ';) File Number 0\1'3 Date of Birth 20 b 3J- () 0.s9 07l2.2...00~ l 0 2cr /1 Decedent's Last Name Suffix Decedent's First Name MI WI L..D ~l1..tIlv T ~ MtZ.S MA (Z'-j <:.. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return <=J 2. Supplemental Return <=J 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required <=J <=J 4a. Future Interest Compromise (date of death after 12-12-82) <=J 7. Decedent Maintained a Living Trust (Attach Copy of Trust) <=J 10. Spousal Poverty Credit (date of death <=J 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes <=J 4. Limited Estate <=J <=J R ,1- "f f1/\.Q N f) Firm Name (If Applicable) t1A f9. t2- C- It 7(7 77tj l.{LfZ-~ City or Post Office ;V E W c.. \.) pY/ tJ G' t L /I- /V IJ State ZIP Code 1m o~ w"" ":' ,0'" I I L_ DA'TE FILED First line of address t07 s tf-e fLWG 0 f) r<., 0, Second line of address fIT- I 7 V J 6 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE O~F SON R~O:~I.B~= FOR FILING RETURN j DATE _ ~ (LJ/4l'OC" ~~~ .J / J 707 0r..u~ ~. IVL,..) ~lp..rl~ -PI- ()o70 (, '/-tJ.O( SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE I ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051047 15056051047 -..J ---1 15056052048 REV-1500 EX Decedent's Name: Decedent's Social Security Number 2 () b ~ 2- U U S-'j RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c) Separate Billing Requested. . . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. r ~ '1 7. i 7 OZ.I..'O .f 4 .,'7 {I. 3':; D,S .~l"1.>".,..t..'..y, U"".., . . 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)................................... 11. 12. Net Value of Estate (Une 8 minus line 11) . . . . . .. . . . . . . .. . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subjectto Tax (Une 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. Q tt l ~. Q :: t~ f) 2. t, q ~ ~ (; s. 19 <1' TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. . 16. . 17. 18. 19, TAX DUE. , , , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056052048 . . c) 15056052048 ---1 RE\'-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENTS NAME STREET ADDRESS M (J. r"1 --_._~---,._~- J-ll.:) c. ~ 51- IjJ.. [NA- ~ CITY t <.J ( WNl b..u W I STATE I P/L ZiP t 70 7 D Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 IS greater than Line 1 + Line 3, enter the difference. This IS the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (58) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 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 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 0 c. retain a reversionary interest; Of.......................................................................................................................... 0 121 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 B 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 0 3. Did decedent own an "in trust for" or payable upon death bank account Oi security at his or her death? .............. 0 [2'1 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 0' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Januar'l1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [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 zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot 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 zero (0) percent [72 P.S, ~9116(a)(1.2)]. The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, 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 twelve (12) percent [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. 7/10/2006 To: Whom it May Concern, I am writing in reference to my mother's tax return. She passed and I was to file a return. I did not because I did not get her W2 or information regarding her workers compensation. I tried to contact her employer but they moved and I could not get the needed information. I called the Dept. of Revenue and was told to send this tax return in with the information that I have even though it is incomplete. This form is as accurate as I can make it with the information I have. If you have any questions please contact me at 717-774-4426. This information is for Mary C. Wildermuth of New Cumberland of Cumberland County, P A ~un~ Raymond E. March (son) RECEIPT FOR PAYMENT GLENDA FARNER STRASBAUGH Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Recetpt Date: Rece:]-pt Time: Recelpt No. : 7/20/2006 11:58:15 1045097 WILDERMUTH MARY C Estate File No. : Paid By Remarks: 2005-00723 MARCH RAYMOND E AJW ------------------------ Receipt Distribution ------------------------ Fee/Tax Description INH TAX RETURN Check# 6346 Total Received......... Payment Amount 15.00 ---------------- $15.00 $15.00 Payee Name CUMBERLAND COUNTY GENERAL FUN