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HomeMy WebLinkAbout06-07-07 ..J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN-~----------~-- RESIDENT DECEDENT 21 06 File Number .0699 Date of Birth 159-26-7533 07/20/2006 09/16/1934 Decedent's Last Name Decedent's First Name MI McKinney Doris H (If Applicable) Enter Surviving Spouse's Intonnatlon Below Spou~El:s Last Name Suffix Spouse's First Name ,.".....,...'.._...._...."._"._._.,_.u....u.,. ,. .'. " MI Spo':lsEl'~~O<:i~I__~~I"i~ ~lJ~~~__ ___ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW c:::> 1. Original Return ~ 2. Supplemental Return c:::> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:::> 4. Limited Estate c:::> 4a. Future Interest Compromise (date of death after 12-12-82) c:::> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c:::> 10. Spousal Poverty Credit (date of death c:::> 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!?liI~_~El:r:ElI!P-~~El.t-JlJ!'l.bElL______ ... c:::> c:::> 6. Decedent Died Testate (Attach Copy of Will) c:::> 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes John M. Eakin _~i~_t-Jarn_ElJl_f~plicable) . i (717) 766-3172 REGISteR OF WILLS USE ONLY! -.' i ! First line of address Market Square Building Second line of address or Post Office State ZIP Code i DATE FILED L_____._.____._.._____.___~__ Mechanicsburg PA 17055 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correcJ and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNA1YI}E 0/' PERSO~ESPO. NSIBLE FOR FILING RETURN DATE /~ /~< ADDRESS 2909 Armstron venue, Secane, PA 1 018-4637 .t SIGNATURIfCF P E OTHER THAN REPRESENTATIVE ADDRESS . Market Sq are Building, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -lJ ...J 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Doris H McKinney De~~erl~~!_~al ~curit}t~urnber i 159-26-7533 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. 20,059.39 6. Jointly Owned Property (Schedule F) c:;) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c.=> Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. a. 20,059.39 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9.: 2,765.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. i 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. 11. : 2,765.00 : 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. : 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which __'~"r",'~"~'w',,="_. an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 17,294.39 14. Net Value SubJect to Tax (Line 12 minus Line 13) ........................14.: TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate x.045 17,294.39 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 17,294.39 : 15. 16. 778.25 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:;) L 15056052059 Side 2 15056052059 ---l REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Doris H McKinney STREET ADDRESS ,.-- . r ----- ;Ell!!~L....__..._...__.__.__.___..._.. i 21 1 '06 i 10699 L.~ L--....J :~_.._. _.._________._ DECEDENTS SOCIAL SECURITY NUMBER 159-26-7533 CITY I STATE I ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Crecflt B. Prior Payments C. Discount (1) 778.2, 10.53 Total Credits (A + B + C ) (2) 10.5: 3. InterestlPenalty If applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + 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) 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 767.7- 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 [iI b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [iI c. retain a reversionary interest; or.......................................................................................................................... 0 [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [iI 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [iI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iI 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 spous 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) percei [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the staMory requirements for disdosure of assets an 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, a adoptive paren~ or a stepparent of the child is zero (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 four and one-half (4.5) percent, except as noted i 72P.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 twelve (12) percent [72 P.S. ~9116(a)(1.3)). A sibling is defined, und:: Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1511 EX+ (12-99* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Doris H. McKinney FILE NUMBER 21-06-0699 Debts of decedent must be reported on Schedule L ITEM NUMBER A. FUNERAl.. EXPENSES: 1. DESCRIPTION AMOUNT 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: TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) 2,750.00 2. Attomey Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Register of Wills - Filing Fee REV-1508 EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Doris H. McKinney FILE NUMBER 21-06-0699 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. Cash recovery from debtor of the estate DESCRIPTION VALUE AT DATE OF DEATH 2. Insurance Refund TOTAL (Also enter On line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 20,059.39 _:13,.,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER . -. nnris. H_ 21 OR 0699 REl.A TIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Usl Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [lncIud.e =ht r' dIstIIbutionS, and 1ransfers under See. 9116(8 (1 )] 1. Richard J. Borda, Jr. grandson -111-2 of- residue 33 Pleasanton Drive, East Berlin, PA 17316 2. Erica M. Borda granddaughter 1/12 of residue 194 Willow Mill Park Road, Mechanicsburg, PA 17050 3. Anthony J. Borda son 1/6 of residue 209 Stratford Road, Glenolden, PA 4. Maria Borda Logue daughter 1/6 of residue 8627 Wissahickon Ave., Philadelphia, PA 19128 5. Patrick R. McKinney step-son 1/6 of residue 15 Hunter Alexander Drive, Boydten, VA 23917-4135 6. Diane l. McKinney ste~aughter. 1/6 of residue 15 Hunter Alexander Drive, Boydten VA 23917-4135 7. Karen Borda Paul daughter 1/6 of residue 2739 Colorado Street, Philadelphia,.PA 19145 ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18,. AS APPROPRIATE, ON REV-1500 COVER SHEET. . n. 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 UNE 13 OF REV-1500 COVER SHEET $ (If more space Is needed, insert additional sheets of the same size)