The URL can be used to link to this page

Home My WebLink About10-19-06 (2) Rti-t!OO ex. ~ I- Z W Q W () W Q W to- ~Ir.! :d&8 %lII::..1 Co) ILIll ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0001 DECEDENTS NAME (lAST, FIRST, AND MIDDlE INITIAL) Hinkle James E. DATE OF DEATH (MM-DO-Year) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-OO-Year) 08/08/2005 09/01/1929 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITiAl) Hinkle Pauline V. o 2. Supplemental Retum o 4a. Future Interest Compromise (dill otdHlh * 12-12-82) o 7. Decedent Maintained a living Trust (AIIach c:cpy otTIlISl) o 10. Spousal Poverty Credit (dlllofdHlh,*-" 12-31-91 and 1-1-95) OFFICIAl. USE ONLY FILE NUMBER :1 ,..-: COOOvcaE -~ -h- $..:2_ SOCIAL SECURITY NUMBER 1 6 2-2 2-4 546 THIS RETURlIIUST BE Fl.ED IN DUPlICATE WITH THE REGISTER OF WILLS SOCIAl SECURITY NUMBER 200-24-1082 o 3. RemainderRetum (dill ofdHlh pricril 12-13-82) o 5. Federal Es1ate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AIIach SchO) z o j ;:) l- ii: Ill( () W D: z o ~ I- ;:) ~ 2 o () ~ 00 1. Original Retum o 4. UmilBd Estate o 6. Decedent DIed Testata (AIIach c:cpy of WI) o 9. Litigallon Proceeds Received NAME H. Anthon Adams FIRM NAME (If Applicable) TELEPHONE NUMBER 717-532-3270 COMPLETE MAILING ADDRESS 49 West Orange Street Suite 3 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or SoIe-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash. Bank Deposits & MIscellaneous Personal Properly (5) (Schedule E) 6. Jointly Owned Properly (Schedule F) (6) o Separate BiIing 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. Deb1s of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Nit Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BequesllllSec 9113 Trusts for which an electlon to tax has not been made (Schedule J) 14. NIt Value Subject to To: (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPlICABLE RATES 15. Amount of Line 14laXab1e at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Une 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at coftateral rate 19. To: Due PA 17257 OFFICIAL USE ONLY I"-.) c:> c:> c:r- <::) n --t 2,261.70 0 5:0 'i:]:Ep -)>m ,;: 3:0 ,c"V',,^ ".Joo (') 0 .,., "C ~ \.0 :u fgp:j (;')0 (j') ::0 ....~o C'T. rn :::DO ("J"-'-'" "'1 '-J , -n -n c-> r-' rn V)Q ., -0 :x r:i' o (..,) (8) 2,261.70 (11) (12) (13) 0.00 2,261.70 (14) 2,261.70 2,261.70 X L- (15) 0.00 0.00 X _(16) 0.00 0.00 X .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 0.00 .. Decedent's Com lete Address: STREET ADDRESS 31 South Fa ette Street CITY Shippensbu., Tax Payments and Credits: 1. Tax Due (Page 1 Une 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. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (0 + E) (3) 0.00 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. ChtckboxonPage1 Une20torequestarefund (4) 0.00 5. If Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58) 0.00 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 I&l b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 I&l c. retain a reversionary interest; or ...................................................................................................... D I&l d. receive the promise for life of either payments, benefits or care? ............................................................. D I&l 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 I&l 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. D I&l 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... D I&l 6 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. S9116 (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. S9116 (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 retum 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. S9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. S9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12% [72 P.S. S9116(aX1.3)). 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. RI!N-1503 ~ + (6-98) . COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Hinkle. James FILE NUMBER E. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 2,261.70 Met Life Inc Issued Shares (Trust Interest) Account # 8064-6846-4889 45 shares TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert addillonaJ sheets of the same size) 2261.70 ~O":""EJ'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF .'.'>' SCHEDULE J BENEFICIARIES FILE NUMBER l-lin"'l.. James 1= RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trultee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS rlllClude =ht ~I disbibutions, and transfers under Sec. 9116 (a (1. )] 1. Pauline V. Hinkle Spousal 31 South Fayette Street 100% Shippensburg, PA 17257 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ONREV-1500 COVER SHEET n. 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 n - 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 Bill To: H AN1HONY ADAMS, ESQ 49 W. ORANGE ST SUfIE 3 SHIPPENSBURG, P A 17257 InvoiceNo: Invoice Date: Estate of: Estate No: 1099 10/19/2006 HINKLE. TAMES E 21-2006-0025 wz Qty 1 Fee Description Additional Probate Fee Total 10.00 $10.00 Total: $10.00 O1ecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you.