The URL can be used to link to this page

Home My WebLink About03-28-07 REV-1500 EX ;J1l-OO) *' ..... Z W C W (J W C I!! ~ :SII) UII::~ WILU ::c~g U tlD ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-{)601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) ORRIS PAUL E. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICIAl USE ONLY FILE NUMBER 2 1 -0 6 0 2 4 4 "'CoUNTYCOOE -YEAR- - - iiUi.iER- - SOCIAL SECURITY NUMBER 1Xl1. Original Retum D 4. Limited Estate 00 6. Decedent Died Testate (AlIach copy ofWillj D 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (dale of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Allach copy of Trust) D 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95) 178-16-4263 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Retum (dalItofdeathpriortl12-13-82) D 5. Federal Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under See. 9113(A) (AlIach Sch 0) z o ~ :J ..... lL .: (J w a:: z o i= :! :J D. ~ o (J ~ 03/0812006 09/30/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) .... z W Q Z 2 II) W II:: II:: o U NAME MURUL R. WALTERS III FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS TELEPHONE NUMBER 717.e97~0 54 EAST MAIN STREET MECHANICSBURG 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) D 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 Govemmental 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 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 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 20.0 CHE'::K HERE ,F ,CU ARE REQUESTING A REFUND OF AN OVERt'AYMENT PA 17055 OFFIC~SE ONLY c:::::> c::::> -' :J:: ':0:'11 ;;.0 N CO \..j' -;1 37,000.00 -:::::J ~;~ (8) 7,374.00 (11) (12) (13) (14) ~ 29,626.00 X .!L.- (15) X _(16) X .12 (17) X .15 (18) (19) _::ar CO W -.J 37 ,000.00 7,374.00 29,626.00 29,626.00 0.00 0.00 D.ec d" t' C I t Add e en s omPle e ress: STREET ADDRESS 310 WEST GREEN STREET CITY 1 STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 0.00 Total Credits (A + 8 +C) (2) 3. InterestlPenalty if applicable D. Interest E. Penalty 5. TotallnterestlPenalty ( 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 (4) 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 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 a. retain the use or income of the property transferred; ........................................................................... 0 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 c. retain a reversionary interest; or ...................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 3. Did decedent own an .in trust for" or payable upon death bank account or security at his or her death? ................. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 (3) 4. 0.00 0.00 0.00 r\l~ , ,~~~ No IX) IX) I&l I&l I&l I&l I&l IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of p8ljury, I declare that I have examined this retum, includi~ accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of prepnr other than the personal representative is based on a1llnfonmation of which preparer has any knowledge. SIGNATURE OF: ERSON RESPON~E FOR FILING RETURN DATE ::f_ l!) · ... 07 ADDRESS IRENE L. ORRI 310 WEST EN S SIGNATURE OF PREPARER T PA 17055 '7 .Pq~~"7 ADDRESS MURREL R. W TERS III, ESQUIRE 54 EAST MAIN STREET, MECHANICSBURG PA 17055 ,IIH,II.ltil__I_I.~...I..d_...~m !..n III .111..- ~rp 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)]. 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. ~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 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. ~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. 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. REV-150!?J=X + (6-98) ~. . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF ORRIS PAUL E. FILE NUMBER 21 06 If an asset was made joint within one year of the decedenfs date of death, it must be reported on Schedule G. 0244 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. IRENE L. ORRIS 310 WEST GREEN STREET MECHANICSBURG, PA 17055 WIFE 8 c JOINTLY-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 DECEDENrSINTEREST 1. A. MEMBERS 1ST FEDERAL CREDIT UNION 74,000.00 50. 37,000.00 SAVINGS ACCT TOTAL (Also enter on line 6, Recapitulation) $ 37.000.00 (If more space is needed. insert additional sheets of the same size) oey-15'1oEX' ". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ORRIS PAUL E. SCHEDULEH FUNERAL EXPENSES & ADMINISTRATIVE COSTS Debts of decedent must be reported on Schedule I. FILE NUMBER 21 06 0244 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME 8,740.00 2. ROLLING GREEN CEMETERY. GRAVE OPENING. PREPAID B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) IRENE L. ORRIS. RENOUNCED Social Security Numbe~s)IEIN Number of Personal Representative(s) Street Address 310 WEST GREEN STREET City MECHANICSBURG State PA Zip 17055 Yea~s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III 450.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Deoedent 4. Probate Fees REGISTER OF WILLS. CUMBERLAND COUNTY 184.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 7374.00 (If more space is needed. insert additional sheets of the same size) ~-"""'.(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF P~III F NUMBER I. SCHEDULE J BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. IRENE L. ORRIS 310 WEST GREEN STREET MECHANICSBURG, PA 17055 FILE NUMBER 21 06 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) WIFE 0244 AMOUNT OR SHARE OF ESTATE 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)