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Home My WebLink About02-05-07 JOHN E. SLIKE ROBERT C. SAlOIS JAMES D. FLOWER, JR CAROLJ. LINDSAY JOHN B. LAMPI MICHAEL L. SOLOMON GEORGE F. DOUGLAS, III DEAN E. REYNOSA THOMAS E. FLOWER MARYLOU MATAS SUZANNE C. HIXENBAUGH LAW OFFICES SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attorney@sfl-Iaw.com www.sfl-Iaw.com CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL February 2,2007 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 Re: Estate of Arthur M. Dunkle, deceased File No.: 21-05-0946 Dear Sir or Madam: Enclosed are the original and one copy of a Supplemental Inheritance Tax Return for the above-referenced decedent. Also enclosed are a check in the amount of $201.60 in payment of the additional tax due and a $15.00 check in payment of the filing fee. Please feel free to contact me should you have any questions. Very truly yours, SAlOIS, FLOWER & LINDSAY ~~ Thomas E. Flower Q ?~~ ':~5~ ~II~ ~) .~~3 ~~ TEF:se Enclosures ~.l.J -; l"'..) -i:..."":':) = -.J " rrt a? I UI ~ N .::- 0'0 , ) (JtJo1I -.J 15056051058 REY-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128..Q601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY CountyGode Year INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21 05 0946 Date of Birth 162-22-0615 10/15/2005 01/18/1912 Decedent's Last Name Decedent's First Name MI DUNKLE ARTHUR (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix First Name MI DUNKLE VERNIE E Number 168-26-5458 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW r- "'---; 1. Original Retum eEl 2. Supplemental Return c:::J 4. Limited Estate c:::J 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c;) c:::J 4a. Future Interest Compromise (date of death after 12-12-82) c:::J 7. Decedent Maintained a Living Trust (Attach Copy ofTrust) c:::J 10. Spousal Poverty Credit (date of death c:::J 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 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes c~. THOMAS E. FLOWER (717) 737-3405 ("-, ......_ .nu___"_~_~~~=:::~:~~::::C~)~:::b"''-'''''''''''''''' _~._~~~u_~.~ REGISTER ~S USE O~ '~ rr-t ::E: (") ro ~';.i~\ I ., ~A ::: CJl Firm Name (If Applicable) SAIDIS, FLOWER &L1NDSAY First line of address 2109 MARKET STREET Second line of address ./ ...~-) .+)(~ v .......~..... j'::;u :0 --1 DA'A!'FILED .c- .. ..... ...... ..--er.......; N State ZIP Code 17011 Correspondent's e-mail address:TFLOWER@SFL-LAW.COM 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 e, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. URE OF P(fJON RES 0 I,B FOR FILING RETURN .;271/07 - ~-- A RESS SAIDIS, FLOWER & LINDSAY, 2109 MARKET STREET, CAMP HILL, PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --.J C6 .-J 15056052059 REV-1500 EX Decedent's Name: ARTHUR M DUNKLE 162-22-0615 RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c:::l Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::l Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 8,960.17 8,960.17 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}................................... 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 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .O~ 16. Amount of Line 14 taxable at lineal rate X.O 45 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 4,480.08 4,480.09 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 8,960.17 15. 16. 17. 18. c:::l 15056052059 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME ARTHUR M DUNKLE STREET ADDRESS 304 N. 19TH STREET DECEDENTS SOCIAL SECURITY NUMBER 162-22-0615 CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 201.60 Total Credits ( A + B + C ) (2) 0.00 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) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (5B) 0.00 0.00 201.60 0.00 201.60 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. 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 00 b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 00 c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 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? .............. 00 0 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. 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. ~9116 (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. ~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 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.So ~9116(a)(1.2))o 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. ~9116(1.2) [72 PoS. ~9116(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. ~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. REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF DUNKLE, ARTHUR M FILE NUMBER 21-05-0946 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION SUPPLEMENTAL: THIS RETURN IS FILED TO CORRECT AN UNDERSTATEMENT OF VALUE ON THE ORIGINAL RETURN RESULTING FROM OVERLOOKED BOOK-ENTRY SHARES OF STOCK WITHOUT CERTIFICATES TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 8,960.17 8,960.17 .,. $:' ~ _. .::t'"," ......... , ...... .. .~ ..::=: = _. - ..,.::.,., - ..: .s.. ::... '.~ ......;: -...... . .s.... .)~.. ..... . --= -. -"~ .'~ ...... ,.~::=:. ~... IJ") , a;:) l.:.J lL. 1"-- <:::;> <::::J ~ \.0 ..s c;:, I 1 ...- Q: :sc ~Q.- cr:. --., r ~ot oc) ~:e.:U)--_. "'X:::...~ Cl...!~,7_ d:c tJ~ 0... IT: 0::::2: o~ o Ir- ~ rJ) ~ ~ .-< Joool Q) 0 ~I~ ~~ '1:, V) ~ .... ~ .... i:l.< ~ <h ~ .. ~Cii ~S ~~~:r: O~O\c. ~ 0 8 Joool .-<'" ~ NU ~ rJ) ~ rJ) I - Q) en ::J en 0 =.c. ~"E .- ~ 'COca L.. 0 ::J 2 ~C/)O" ('I') enc: T"" .- ::J Q) 0 ~Oenl'- Q::OST"" Q)"C.c.<( .c.c:~o.. -ca::J ~ 'C"'55,q,Q) Q) .c \oJ .~ UEQ)L: !E::JC:ca 0000 o .- -I COMMONWEAL TH OF PENNSYl VANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX(11-96j PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SLlKE JOHN E 2109 MARKET STREET CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 162-22-0615 FILE NUMBER: 2105-0946 DECEDENT NAME: DUNKLE ARTHUR M DATE OF PAYMENT: 02/05/2007 POSTMARK DATE: 02/02/2007 COUNTY: CUMBERLAND DA TE OF DEA TH: 10/15/2005 TOTAL AMOUNT PAID: REMARKS: CHECK# 2022 SEAL INITIALS: CJ RECEIVED BY: REGISTER OF WILLS NO. CD 007773 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $201.60 I I I I I I I I $201.60 GLENDA FARNER STRASBAUGH REGISTER OF WILLS