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Home My WebLink About01-12-07 REV'ISOO EX + (&-(i'J) * COMMONWEALTH OF PENNSYLVANIA , DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C w o w C PRESSLEY SANDRA J. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 08/15/2005 02/06/1959 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) PRESSLEY WILLIAM R. w ~ :ll:: ~fIJ (J It::ll:: wa.(J :z: 00 (Jf~ a. c 00 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (AllachcqlYofWil) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (dale of death aIIBr 12-12-82) D 7. Decedent Maintained a Living Trust (AllachcopyofTrust) o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) ~ z w o z o a. fIJ w a: It: o (J . ..... ... ~ AU.;'CORRESpONDENcE>.' ... CONFlOENfIAL TAX INFORMATION .Ii COMPLETE MAILING ADDRESS P.O. BOX 127 BE DIReCTED TO: 135.193.12 X 0.00 (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 T'HI$SECTJ."':II.. NAME MARK A. MATEYA ESQUIRE FIRM NAME (If Applicable) MATEYA LAW FIRM TELEPHONE NUMBER 717 241-6500 BOILING SPRINGS z o ~ :s ::::) I- 0: <C o w a: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (1) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= ~ ::::) Q. :E o o >< ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERF IF YOU I~RfC RE OUESTING I" REFLIND OF AN OVERPAYMENT o OFFICIAL USE ONLY ---.,~- FILE NUMBER 21 -0 6 00241 "'COuNTYCOoE ---y - - - NuMBER- - SOCIAL SECURITY NUMBER 1 90- 5 0 - 3 6 3 7 THIS RETURN MU$T BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior to 12.13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number ot Sate Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) PA 17007 1 I <b ~o 1c:~ 1 ni -]1 0 I : ---,- ~;::;:m -":." ::D 1.'en7: I: -' C-)Cn) j~~: ~{1 ::::::; 143.170.00 _~lJ~ .>~ OFFIC~,USE ONLY g;;}j -.....I --.., r1 1 ~ ~-;}~~ :z : 1 C.:J r" ,.r, :.c) C::-J ~~ ""-1 ::..~ --: (~=; :;-J ;='.', N -0 ::r: U1 (8) 143.170_00 7,976.88 (11) (12) (13) 7.976.88 135.193.12 (14) 135,193.12 " Decedents omPlete ress: STREET ADDRESS 279 RIDGE HILL ROAD CITY I STATE 1 ZIP MECHANICSBURG PA 17050 · C Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 Total Credits ( A + B + C) (2) 0.00 3. InterestlPenalty if applicable D. Interest E. Penalty 4. Total I nterestlPen alty ( D + E) 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 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) 0.00 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check (4) (5) (5A) (5B) AGENT 0.00 0.00 5. 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 !XI b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... :0 00 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 !XI 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., ADORE .. ESENT A TIVE ADDRESS 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. ~9116 (a) (1.1) (i)l. 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 spou$e is 0% [72 P.S. ~9116 (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 0% [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%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(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. ~9116(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. R5V-1509 EX"+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF PRESSLEY SANDRA J FILE NUMBER 21 06 00241 If an asset was made joint within one year of the dececlenfs date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. WILLIAM R. PRESSLEY,JR. 279 RIDGE HILL ROAD MECHANICSBURG PA 17050 CUMBERLAND COUNTY SPOUSE B c JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 8/13/96 REAL ESTATE LOCATED AT 279 RIDGE HILL ROAD 286,340.00 50. 143,170.00 MECHANICSBURG, CUMBERLAND COUNTY, PA ASSESSED VALUE (SEE ATTACHED TOTAL (Also enter on line 6, Recapitulation) $ 143.170.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX'+ (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PRESSLEY SANDRA J SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 06 00241 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MUSSLEMAN FUNERAL HOME 6,589.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. AttomeyFees MARK A. MATEYA ESQUIRE 1,000.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. ProbateFees CUMBERLAND COUNTY, PENNSYLVANIA 100.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. CUMBERLAND COUNTY LAW JOURNAL - ADVERTISEMENT 75.00 8. THE PATRIOT NEWS - ADVERTISEMENT 212.88 TOTAL (Also enter on line 9, Recapitulation) $ 7.976.88 (If more space is needed, insert additional sheets of the same size) REI",,\3 EX .l* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER ~y- .J ?1 06 00241 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS pnclude OU~ht spousal distributions, and transfers under Sec. 9116 (a (1.2)] 1. WILLIAM J. PRESSLEY, JR. Spousal 135,193.12 279 RIDGE HILL ROAD MECHANICSBURG, PA 17050 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, QN 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) . Page 1 of 1 Detailed Results for Parcel 38-19-1623-014. in the 2004 Tax Assessment Database DistrictNo 38 Parcel_ill 38-19-1623-014. MapSuffix HouseNo 279 Direction Street RIDGE HILL ROAD Ownerl PRESSLEY, WILLIAM R JR C/O & SANDRA J PRESSLEY PropType R PropDesc Liv Area 3007 CurLandVal 45200 CurlmpVal 241140 CurTotVal 286340 CurPret'Val Acreage 1.02 ClGrnStat TaxEx 1 SaleAmt 185000 SaleMo 8 SaleDa 13 SaleCe 19 Sale Y r 96 DeedBkPage 00144-00042 YearBlt 1974 HF _File_Date HF _Approval_Status http://taxdb.ccpa.net/details.asp?id=38-19-1623-0 14.&dbselect= 1 10/24/2006