The URL can be used to link to this page

Home My WebLink About09-13-06 (" ....J 15056041046 INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Decedent's Last Name Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS <::) FILL IN APPROPRIATE OVALS BELOW _ 1. Original Retum <::) 2. Supplemental Retum <::) "'''''~~st Compromise (date of <::) <::) 7. d:ath a ~~~ Livin~ru' (Attach Copy of Tru t::) 10. Spousal Poverty Credit (date of death t::) 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 t::) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate t::) 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes t::) Firm Name (If Applicable) ;:0 in (--) (~) =0 S~~ o <. y (':) '1 '71 00- "'n . " (~"'5 , fTl C) n Correspondent's e-mail address: /1///1 Under penalties of perjury, I declare that I have examined this retum, 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. V SIGNAT RE OF PERSON RESPO~IB~OR FILING RETURN DATE r. -ff~ -0 ADD ESS ~ //0 /""'CL, 170:$ ~ SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIV DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041046 15056041046 ....J --.J 15056042047 REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schedule A). ...... . . . . . . . V/Jr . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bond. (Schedule B) ........... '~A-'" t....... 2. 3. Closely Held Corporation, Partnership qr ~~I4:l~pr~g;)?~9~~dUI~,Ct .. . 4. Mortgages & Notes Receivable (Schedule D) . . . . . . ~t.v/V. . . . . . .. 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) - Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens Ge:'~~. . . . . . . . . . . . . . . . 10. ,", . Total Deductions (total Une. 9 & 101. . . . . . . . ~...... 11. 12. Net Value of Estate (Line 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 Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. 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 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Jq 'Ht,.J D, r; 1J'f1l("" f) H4 ,.",,( C. W~t- '7J141({,." S-f. S , , ..~ ""_ r fo """. 11.- I 7 t> II 1),~ ~ 7 3 7 - ~1 t / Side 2 L 15056042047 " ., 3. 15. 16. 17. 18. c::> 15056042047 .-J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME BE-TrY C WA-G-AlE~ STREET ADDRESS Jfl9cro /!'to 1( ft1../V c:.. ~t -oe ....,_ r .d. ~.. - ])I JJ 211/~ File Number CITY CA-M fJ If /1-1- I STATE fJ II I ZIP I 7 t!7 f / Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. CreditS/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (5B) A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE AN~ER 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 D b. retain the right to designate who shall use the property transferred or its income; ............................................ D D c. retain a reversionary interest; or.......................................................................................................................... D D d. receive the promise for life of either payments, benefits or care? ...................................................................... D D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ !Sa D 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 January 1, 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: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 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. -'.R~."," c. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE DENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF f3i;: Try c lU p,. &,4/ l:. R. FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSfEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE\ NUMBER 1. A-/YI-/ V I T'f -# ~d3 - 6(9.~ It;,/I U I r A-A/i BETTY C Lv.4~ tV~R #IINI.: 0 I3liiNE F' IC/~R Y 1/9f1~P" /4 /037 . Ev~ /'(>1 U/ I' (/~ L~'1rtp S v "1'YJ Pa. '( ~~ j- .-- "'--!Ze-e / J., - I - ) I TOTAL (Also enter on line 7, Recapt(ulation) $ I ~I /05= Po po (If more space is needed, insert additional sheets of the same size)