Form Rev-1500 - Resident Decedent Inheritance Tax Return Page 3

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REV-1500 EX (FI) Page 3
File Number
Decedent’s Complete Address:
DECEDENT’S NAME
STREET ADDRESS
CITY
STATE
ZIP
Tax Payments and Credits:
1.
Tax Due (Page 2, Line 19)
(1)
2.
Credits/Payments
A. Prior Payments
B. Discount
(See instructions.)
Total Credits ( A + B ) (2)
3.
Interest
(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)
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 ..........................................................................................
b. retain the right to designate who shall use the property transferred or its income ............................................
c. retain a reversionary interest ..............................................................................................................................
d. receive the promise for life of either payments, benefits or care? ......................................................................
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..............................................................................................................
3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death?..............
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
contains a beneficiary designation? ........................................................................................................................
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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is 3 percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S. §9116 (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 21 years of age or younger at death to or for the use of a natural parent, an
l
adoptive parent or a step-parent of the child is 0 percent [72 P.S. §9116(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 percent, except as noted in [72 P.S. §9116(a)(1)].
l
The tax rate imposed on the net value of transfers to or for the use of the decedent’s siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined,
l
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
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