HomeMy WebLinkAbout04-13-07 (2)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA.171~1
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OFFICIAL USE ONLY
INHERITANCE TAX RETURN FILE NUMB, R .
." . RESIDENT DECEDENT ~COOE -l J2~
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl..)
Maney, Daisy M., a/k/a Daisy S. Maney
DATE OF DEATH (MM-[)D-YEAR) DATE OF BIRTH (MM-DD-YEAR)
11/15/2006 03/11/1915
(IF APPLICABLE) SURVIVING SPOUSE'S NAME .(LAST, FIRST, AND MIDDlE INITIAL)
J2..LQ~L
NUMBER
4627
THIS RETU MUST BE FILED IN DUPtlCA TE WITH THE
EGISTER OF WILLS
SOCIAL SEC RITY NUMBER
o 3. R malrider'Retum (dell 01 dtIIh pifor 10.12-13-82)
o 5. Feral Estate Tax Retum Required
o 8. :Ii I Nliml!er of Safe Deposit Boxes
o 11. to laK under Sec. 9113(A) (Mach Sch 0)
. IiJ 1. OrIginal Retum
o 4. Umited Estate .
I!] 6. Decedent Died Tll8lale (Abch capf tit WI)
o 9. Utlgallon Procieds ~
o 2. SUpplemental Retum'
o 4a. Future Interest cOmpromise (dell 01 dtIIh. "'12-12~)
o 7. Deoedent MaIntained a uYingTrUst~capfolTNMi
o .10. Spousal Poverty Credit (dill oId1dl belwiIn lNl.e1.~ 101-.85)
NAME
Anthony L. DeLuca
FIRM NAME (I~) h
Ant on L. DeLuca
TELEPHONE NUMBER
717-258-6844
COMPLETE MAILING ADDRESS
113 Front street
P.o. Box 358
Boiling Springs,. PA 17007
19. Tax OUt
CHECK HERE IF YOU ARE REQUES11NG A REHHW OF A;~ OVU~PAYrJ1ENT
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1. Real Estate (Schedule A)
2. Stocks and Bonds (SchedilIe B)
3. CIoHIy Held CoIporatlon. Partnerahlp or SoIe-Propr!elorlhlp
4. Mortgages & Notes Receivable (S<:heduleD)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
8. Jointly <Nmed Property (Schedule F)
o Separate BHlingRequestad
(1)
(2)
(3)
(4)
(5)
$92,000.00
-0-
-0,:",
-0-
1,005.00
,:5
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(8) ,
1 4 , 97.4 . 54
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(7)'
-0-
,$1 7,979.54
8,597.21
9,382.33
-0-
9,382.33
I. -0-
I
3,122.20
-0-
-0.-
3,122.20
7. IntiIr-VIws Transfers & MlIClIIanllous Non-Probate PIoperty
(Schedule G or L)
8. Total Groll Asstts (total Lines 1-7)
. 9. Funeral Expensea & Admlniitrative Cosll (5cI1e!lule H)
10. Debts.of Decedent, Mortgage UabIIItIes. & liens (Schec!UI& Q
11. Total DtducUons (total LInes 9 & 10)
12. Nit Value of Estate (Une 8 minus Une 11).
13. CharilabIe and Governmental BequestslSec 9113 Trusts for which an eIec;t!on to tax has IlOt been
made (Schedule J) .
(8)
.' (9)
(10)'
12,2~5.11
26,342.10.
(11)
(12)
. (13)
14. Ntt ValUt Subject to Tax (Une 12 minus Une 13)
(14)
SEE INSTRUC'TIOtiS ON REVERSE SIDE FOR APPLICABLE RATES
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o . 18. Amount of Une 14 taxable at ooIIateral rate
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15. Amount of Line 1<4 taxable at the apouaaI tax
rate, or transfers under Sac. 9118 (a}(1.2)
x.O_ (15)
45 (18)
x.O_
x .12 (17)
x .15 (18)
(19)
$69,382~22
16. Amount of Une 14 taxable at 1lneaI-rata
17. Amount of Line 14 taxable at sibling rate
Decedent's C()mplete Address:
STREET ADDRESS .-
319 Arch Street . .'
,.
CITY Carlisle, . J STATE. PA I ZIP 17013
. .
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Cre!llt
B. Prior Payments
C. Discount
(1)
$~, 122.20
-0-
-0-
-0-
. totalCtedltii (A + B + C ). (2)
-0-.
3. In~sUPenaJty If appliCable
D. Interest .
E. Penalty
-0-
-0-
-b;...
':"'0-
. . . .'. .... .... .' .'. .'Total'lriteresUPenalfi f 0 + E)' (3)
4. If Line 2 Is' greater than Line 1 + Line 3, enter the difffJl'8OC8. This is the OVERPAYMENT;
Ch,'ck box 011 Pege1Une 20 to reque.t . refund (4)
5. . If Line 1 + Line 318 greater than Une.2, enter the difference. this 18 the TAX DUE.
. A Enter iIle intarest on the tax due.
.(5)
. (sA)
3,122.20
. .
. -0:'"
B. Enter the total of Une 5 + SA. this Is the BAlANCE'DUE. (5B) 3 , 1 2 2 . 2 0
Make Chec~ Payable to: REGISTER OF WILLS, AGENT .
. . .
PLEASE ANSWER THE fOLLOWING QUESTIONS BY.PLACING AN "X"' IN THE APPROPRIATE BLOCKS'
1. Old decedentRlake a transfer and: Yes No
a. .retaln the use or Income of the property transferred;.......................:................................................................... 0 IX]
b.retaln the right to designate who shall use th8 property transferred 01' Its income; .;.......................;..........:....... 0 IKl
c. retain a reversionary Interes~ 01'............................................................................................................................ D. ~ '.
d.recelve the promise torUfe of either payments, benefits orcaie? ..~..........................................:.......;................ 0 I!I
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death .
without receiving edequate consideration? .............................................................................................................. 0 Q9
3. Did decedent own an "In trust for" or payable upon death bank'account or security at his or her death?...........':... D.: "I!J
4. Old decedent own an Individual Retirement Account, annuity; or other non-probate property which . .
contains a beneficiary designation? .................................................................................................,......;.................. O.
00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE S'CHEDULE G AND FILE'IT AS 'PART OF THE RETijRK.
Under penaItIeI of Jl8It.IIY. I dec:In lIiaIl have wmlllecUhll retum,lncIud1ng ~ ~'1Ild 1IateiJ*1t1.1I1d to the best of my knowledge end belief. Itll~. ~ ~ ~ple~.' ,.' '. '. ".
Uon of Pf8Il8I8I' olher Ihan Ihe peIIllIl8l reprtaeI1lellw II b8iecI on II ./nforrneUon or which haa 811 knowledge. "" .. . .," . . . .. . .
SIGNA OF PERSON RESPONSIBLE F FILIN RETURN DATI: .
I
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) 0)).
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% [12 'P.s. ~9116 (a) (1.1) (if)). .
. The statute does' not exempt a transfer to a survlvlng spouse from tax, and the statUtory requirements for disclosure. of assets and filing a laxretum are sUllapplicableeven 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 d,eceased chUd twenty-one ye&rsQf age or younger at death to or for the .use. of a natural paren~ an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)J. . .
The tax rate imposed on the net value of transfers to or for the use of the decederifs 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'1heuse otlhe.decederifs i1li1logs Is ,12% !7~ P.S. f9.1~6(a)(1.3)J. A sibling' is defined, under Section 9102. as an
Individual who has at least one parent In common with the decedent,wh!Ilher by blood or adoption. ". '. . . . .
" .
REV-1502 EX+ (12-85) _~
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COMMONWEALTH OF PENNSYWANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Daisy M. Maney, a/k/a Daisy S. Maney
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be eported at fair market value
which is defined os the price at which property would be exchclnged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Residence at 319 Arch street, Carlisle, PA 17013
See attached appraisal.
$92,000.00
- .
TOTAL (Also enter on line 1, Recapitulation)
III '"^'" ....,.,... i. "....~..,./. in...rt ",M;#;nnol sheets of some size.!
592,000.00
REV-l!ill3 EX + (1-97)
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DE NT
ESTATE OF
FILE NUMBER
Daisy M. Maney, a/k/a Daisy S. Maney
All property jolntly-owned with right of survivorship must be disclosed on Schedule F
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. -0-
~
TOTAL (Also enter on line 2, Recapitulation) $ -0-
(If more space IS needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Please Print or r pe
FILE UMBER
Daisy M. Maney, a/k/a Daisy S. Maney
Schedule C-l or C-2 must be attached for each business'interest of the decedent, other: than 'CI proprietorship. ' "" . . :
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
NONE
-0-
TOTAL (Also enter on line 3, Rece ituletionJ .$ -0-
(If more spa!:e is needed, insert additional sheets of same size.)
REV.1507 EX+ 17.88)
'*
COMMONWEALTH OF PENNSYlVANIA
INHEllTANCE TAX lDUIN
IBIDINT DIe.DINT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
ESTATE OF
Daisy M. Maney, a/k/a Daisy S. Maney
(All property lolnt~ed with the RI,ht of Survlvonhlp must 1M dlsc....d on Schedule F.)
ITEM
NUMBER
NONE
DESCRIPTION
... .. ..
FILE NUMBE
"
lease Print or 'J e
VALUE AT
DATE OF DEATH
-0-
TOTAL (Also enter on line .4, Reca itulation) $ - 0 -
(If more space is needed, insert additional sheets of same size.)
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,-
~ev.1508 ex + 12.871
'*
COMMONWiAlTH OF PENNSYLVANIA
INHEItl'rANCI TAX RETURN
IJISIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Dalsy M. Maney, a/k/a Daisy S. Maney
(All property jointly-owned with the Right of Survivorship mu.t be disclo.ed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Miscellaneous Personal Property.
See attached appraisal
$1,005.00
-...
TOTAL (Also enter on line 5, Recapitulation) $ 1 ,005.0'0
(Attach additional ay." X 11" .heets if more"pace i. needed.)
U I
lfV.l$09 EX+ (12..1')
.
COMMONWEAU'H OF PENNSYLVANIA
INHElITANCE.TAX RETURN
RESIDENT DECEOENT
. SCHEDU LE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILS NUM :sER
Daisy M. Maney,a/k/a Daisy S. Maney
Joint tenant(s):
NAME
A. Diane M. Gourley
AOO~fSS
101 Sholly Drive
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Dau hter
B.
c.
Jointly-owned property: .
. .
LETTER I DATE
J~9~T I MADE
TENANT JOINT
J I 6 / 1 8/q 4
! I
DESCRIPTION OF PROPERTY
I TOTAL VALUE
I OF ASSCT
1$5,976.66
Bank:
I DECD'sl! DOLLAR V AWE OF
i % INT. II DE<:cDENT'S INTEREST
, "
I I'
I .1
: 50%1 $2,988.33
ITEM
NUMSE.
1. I
,
2. i
I
I
I
i
Checking Account,
#9836717034, at M&T
J
3/29/?9
J
,
I
I
I
I
Savings account,
#015004201388558, at
M&T Bank
7,297.73
;50%
3,648.86
, I I
i
3. ! J 14/30/68 830 shares common stock I 16,674.70 /50% 8,337.35
i
. I of Sprint Nextel. /.
I
I I
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I
. I r Ii
I i
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I i
,.",
,
,
TOTAL.{A/so enter on line 6, Recapitulation} 514,974.54
If more's ace ii neeeled insert additional sheets of same size
p
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REY.1410 EX +. (2.87)
.
SCHEDULE G
TRANSF~RS
".
PLEA E PRINT OR TYPE
COMMON,:EALTH OF PENNSYLVANIA
IN~R:I:r~EJtc~:EEJ~RN
ESTAn OF
FILE NUMBER
Daisy M. Maney, a/k/a Daisy S. Maney
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE 511: E OF THE COVER SHEET IS YES.
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DISD. DOLLAR VALUE
EXCLUSION '" OF DECEDENT'S
NUMBER Include nome of the transferee, their relationship to decedent, dote of transfer. OF ASSET I T. INTEREST
NONE
-0-
'\
TOTAL (Also enler on line 7, Recapi ulalion) $ 0
(If more space is needed, insert additional sheets of some size.)
RE....1511 EX.. 1~'''1
--1-
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f;O/YIMONWCA"'" O' 'CNN$nVANIA
INHCIlI~""C.~_TAX IlCTURN
ItUII"NT ~le'OiNT
ESTATE 0'-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS IXPINSES
ITEM
NUMBER
A.
Daisy M. Maney, a/k/a Daisy S. Maney
Pit as. Print or Typ.
FILERUMIEI
DESCRIPTION
1.
Funeral. Expen'.1I
Ewing Brothers Funeral Home
630 South Hanover Street
Carlisle, PA 17013
B. Administrative Costs:
1.
Personal Representative Commissions
Social Security Number of Personcil. Representative:
Year Commissions paid
2. Attorney Fee.s Anthony L. DeLuca, Esquire
3. Family Exemption
Claimant Relationship
Address of Claimant at decedent's death
Street Address
4.
C.
1.
~,
3.
4.
5.
6.
7.
8.
City
State
Zip Code
Probate. Fees
Mlsc.llan.ous Exp.ns..:
Legal Advertising-Cumberland Law Journal
Legal Advertising -The Sentinel
Filing Fee - Inheritance Tax and Inventory
..
TOTAL (Also enter on line 9/ Recapitulation
(If more .pac. I. n..ded, in.ert additional she.t. of sam. siz..)
AMOUNT
$6,802.30
189.00
75.00
158.81
30.00
s
MV.1512 IX+ (f.Il) .
nUl
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT' DECEDENT
ESTATE OF
SCHEDULE "1"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11 .
FILE NU~ BER
Daisy M. Maney
,
a/k/a ,Daisy S. Man~y
DESCRIPTION
Borough of Cartisle - Water
PP&L - Electric
EMBARQ - Telephone
Shipley Energy - Heating
UGI - Gas
Cumberland Optical - glasses
Diversified Appraisal Services
Appraisal of residence
Linden Hall Antiques
Appraisal of Personal Property
Miles Kimball - Mail Order Balance
Lanc HMA Phys. Mgmt Cent Pen - Medical
PNC Bank - Mortgage
TOTAL (Also enter on line 1!0, RICIPitulation) I
i
AMOUNT
$32.36
23.21
38.95
187.00
18.13
25.00
300.00
85.00
5.40
18.85
25,608.20
$ 26,342.10
REV.U13 EX+ (2.87)
ESTATE OF
ITEM
NUMBER
.
COMMONW!AlTH Of "NNSYLVANIA
INHIIITANCI TAlllIlVlN
IISlDINT DICIDINT
SCHED'ULE J
BENEFICIARIES
Daisy M. Maney, a/k/ a Daisy S. Maney
FILE NUMBER
1. NONE
A. Taxable Bequests:
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
NAME AND ADDRESS OF BENEFICIARY
1. NONE
B. Charitable and~overnmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
(If more space Is neeeled, Insert additional sheets .f same size)
J
AMOUNT OR
SHARE OF ESTATE
AMOUNT OR
SHARE OF ESTATE
s
-0-
.,...",."!J'""
"-,
I, DAISY M. MANEY. of 319 Arch Street, Carlisle, Cumbe land County,
Pennsylvania 17013, do hereby make, publish and declare this to be y last will and
testament, hereby revoking all wills heretofore made by me.
1. I direct my personal representative to pay all of my deb s, funeral and
administrative expenses as sopn as convenient after my.decease.
2. I authorize and empower my personal representative to sell any realty
and/or personalty owned by me at my death and not specifically devise or bequeathed
herein, at public or.private sale or sales and to give good and sufficie t deeds and/or
bills of sale therefor, in fee simple, as I could do if living. My r presentative is
authorized and empowered to engage in any business. in which I ma be engaged at
my death, for such period of time after my death as seems e pedient to said
representative.
3. I give, devise and bequeath all of my estate of wha ever nature and
wherever situate to my daughter, Diane M. Gourley, or if she be dec ased, then to her
children, share and share alike, the child or children of any decease child taking the
share their parent would have taken if living.
4. I nominate and appoint Diane M. Gourley to e the personal
representative of my estate, to serve without bond. If she cannot r does not serve,
then I appoint Justin B. Gourley to' be the substitute personal r presentative, also
without bond.
-..
Irwin, III, Carlisle, Pennsylvania in thes;
(SEAL)
Signed, sealed, published and declared by the above-named perso as and for
a last will and testament, in our presence, who at said person's requ st, in said
person's presence and in the presence of each other have hereunto set 0 r names as
subscribing witnesses.
.' '.
ACKNOWLEDGMENT AND AFFIDA VIT
WE, DAISY M. MANEY, HEATHER A. BARBOUR and GAY L. IRWIN, the
testatrix and witnesses respectively, whose names are signed to the foregoin'~
instrument, being first duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instrument as her last will and that she had
signed willingly, and that she executed it as his free and voluntary act for the purpose
herein expressed, and that each of the witnesses, in the presence and hearing of Ithe
testator, signed the will as a witness and that to the best of their knowledge the testatrix
was, at that time, eighteen years of age or older, of sound mind and under no constraint
or undue influence.
LJt?,~_Jr--'~
DAISY M. EY
.::titcdL- r;rJ t5~
~h~U
AYL.
COMMONWEALTH OF PENNSYLVANIA
:S8:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by DAISY M. MANEY, the
testatrix herein, and"subscribed and sworn to before me by HEATHER A. BARBOUR
and GAY l.IRWIN, witnesses, this 1.,t.-:.r d yo January, 1998.
i '. -u....., -'., ...,........-'_.............-.._._____~_......___.___._.,..,.._._.........._ .
~ Ncia:i~t! Seal ~
, H~rok:i J. liwln 11l, ~,lot2ry Publlc' I'
I CarU~~i? ;:.:Oi'O, CUlTtbqtiarv.i ('~CU'-,hl
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