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Home My WebLink About10-19-06 Rf~\' -;500 EX + ~~.OO) REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT '* I COMM@NWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 FILE NUMBER '1, r: - __-d-~O r___ ~-2_ COUNTY CODE YEAR -V- NUMBER SOCIAL SECURITY NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W (J W C Hinkle James E. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 08/08/2005 09/01/1929 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Hinkle Pauline V. w ~ :,,::$1Il u 0::,,:: w Q.u :x: 00 .. O:..J ~ Q.1lI Q. <( US] 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 olTrus!) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95) OFFICIAL USE ONLY 1 62- 2 2 - 4 546 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 2 0 0 - 2 4 - 1 082 D 3. Remainder Retum (date of death plior to 12.13.82) D 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS H. Anthon Adams 49 West Orange Street FIRM NAME (If Applicable) ~ z w c z o Q. 1Il W 0: 0: o U Suite 3 TELEPHONE NUMBER 717-532-3270 Shi z o i= <C ...J :::) l- n:: <C (J w EX: 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) D 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 Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;( I- :::) a.. :! o (J ~ I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 2,261.70 X ~(15) 0.00 X _(16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 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 (8) (11) (12) (13) (14) /j 2,261.70;[:;0 1 -::0 . -0 =-1.;; ~ =CJ /., ':~-:) c.; ..-.." ..:-:;-~ . '__./ . I ::.u - --j .J 20. 0 CK MATH < < PA 17257 OFFICIAL USE ONLY r", ,= [:::::;, <:>" <:::> (J ---f \.0 -0 ::c. c') -;~ - -'1 . (-) ; "T"'l r-v (::) ('....) 2,261.70 0.00 2,261.70 2,261.70 0.00 0.00 0.00 0.00 0.00 - Decedent's Complete Address: STREET ADDRESS l 31 South Fa ette Street CITY Shippensburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount STATE PA ZIP 17257 (1) 0.00 Total Credits (A + 8 + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 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 to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 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 IZl b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IZl c. retain a reversionary interest; or ...................................................................................................... 0 IZl d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?... ..... ......... ........... ... ... ......... ... ....... ...... .................... ........... .... 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. /0 /7,),S ADDRESS, I / " . (J . .' J/9. b)'~J . 0a'q:",~.; 1;::~Yi~'.!jt:I:c~'J!:.6J. ". / 7,1 S7 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. IKV-1503 ~ + (6-98) . SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Hinkle. James E. All property jointly-owned with right of sUNivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Met Life I nc 2,261.70 Issued Shares (Trust Interest) Account # 8064-6846-4889 45 shares TOTAL (Also enter on line 2, Recapitulation) $ 2,261.70 (If more space is needed, insert additional sheets of the same size) ~~.''''''.(.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hinkle James NUMBER I. SCHEDULE J BENEFICIARIES E. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Pauline V. Hinkle 31 South Fayette Street Shippensburg, PA 17257 FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not list Trustee(s) OF EST A TE Spousal 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE H AN1BONY ADAMS, ESQ 49 W. ORANGE ST SUITE 3 SI-llPPENSBURG, P A 17257 InvoiceNo: Invoice Date: Estate of: Estate No: 1099 10/19/2006 I-llNKLE. TAMES E 21-2006-0025 Bill To: wz Qty 1 Fee Description Additional Probate Fee Total $10.00 10.00 Total: $10.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you.