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Home My WebLink About07-18-07 Rn:-l';CCEX'(~ I!! lil: :!!;m o 1lI:lil: W~O :J:1lI:9 00-1ll 0- <C 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) to- Z W C W (,,) W C WEBER LILLIAN M. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) lXJ 1. Original Retum D 4. Limited Estate lXJ 6. Decedent Died Testate (AIlach copyofWII) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 4a. Future Interest Compromise (dale of deaIh after 12-12-82) D 7. Decedent Maintained a Living Trust (AIlach copy ofTrus~ D 10. Spousal Poverty Credit (dale of dealh between 12-31-91 and 1-1-95) OFr;CIA' USE ONL v FilE NUMBER 2 1 -0 6 0 9 2 0 coiiN"rYCOOE" ---rEAr- - - Ni'iMaER-- SOCIAL SECURITY NUMBER 1 93- 3 8 - 2 1 1 9 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Retum (dale of death prior to 12-13-82) D 5. Federal Estate Tax Retum Required .!.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under See. 9113(A) (AIlach Sch 0) z o ~ =:) to- ii: c( (,,) w a:: z o ~ to- =:) a. ~ o (,,) S 08/05/2006 04/12/1910 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) MECHANICSBURG NAME MURREL R. WALTERS III, ESQUIRE FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS (8) X _(15) X _(16) X .12 (17) X .15 (18) (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT .... z w Q Z o 0- m w Ill: Ill: o o TELEPHONE NUMBER 717-897-4650 54 EAST MAIN STREET PA 17055 OFFICIAL USE ONLY ~ c:=:> = -..I <:- c: I .-0 '.~::D 1-0 ~IO -' "")"::::0. I .::~Qj 4 254.65 .~ ::.r5 5;. , "(")C) JO--[I .}C -:0 . J--I :::n , In r''': CO) ~i3 <.J ("rl o 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly CNined Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 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) 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 ex> ~ 3: .. ~) c::) t -l'"t Tj :-'5 _ ill co w en 4,254.65 2,759.00 421,167.10 (11) (12) (13) 423,926.10 -419,671.45 0.00 (14) -419,671.45 ,. Decedent's Complete Address: STREET ADDRESS 940 WALNUT BOTTOM ROAD CITY CARLISLE -' STATE PA I ZIP 17013 Tax Payments and Credits: 1. TaxDue(Page1Une19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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. (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 No a. retain the use or income ofthe property transferred; ........................................................................... 0 lXI b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 lXI c. retain a reversionary interest; or ...................................................................................................... 0 lXI d. receive the promise for life of either payments, benefits or care? ............................................................. 0 lXI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 lXI 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 I&J 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 I&J 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 perjury, I declare that I nave examined !his return, incllldi!!Q accompanying scIIedules and statements, and \0 the best of my knowledge and belief, it is true, correct and complete. Declaration Ii preparer otI1er !h~ the personal representative is based on all mformation of which preparer has ~y knowledge. SIGNATURE OF P RSON RESPONSIBLE FOR Fill RETURN DATE 7. 17 ADDRESS ADDRESS MURREL . WALTERS III, ESQUIRE 54 EAST MAIN STREET, MECHANICSBURG PA 17055 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) (U)]. 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 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. ":""j.;;..:....L;.'..~ /'~f'''';':''._: '~ REV-1508 EX; (6-98) '. SCHEDULE E CASH, BANK DEPOS!i'S, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WEBER LILLIAN M. FILE NUMBER 21 06 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0920 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 4,254.65 SOVEREIGN BANK TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,254.65 REV-1511 EX ~ (12-99) 'w COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WEBER LILLIAN M. SCHEDULE. H FUNERAL EXPENSES & ADMINISTRA riVE COSTS Debts of decedent must be reported on Schedule t. FILE NUMBER 21 06 0920 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME (FUNERAL PREPAID) FUNERAL CLOTHING 150.00 2. GINGRICH MEMORIALS. GRAVESTONE ENGRAVING 125.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) LESTER E. WEBER 1,200.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 306 HOGESTOWN ROAD City MECHANICSBURG State PA Zip 17050 Year(s) Commission Paid: 2. Attomey Fees MURREL R. WALTERS III, ESQUIRE 1,200.00 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. Probate Fees REGISTER OF WILLS. CUMBERLAND COUNTY 84.00 5. Accountanfs Fees 6. Tax Retum Preparer's Fees 7. TOT At (Also enter on line 9, Recapitulation) $ 2,759.00 (If more space is needed, insert additional sheets of the same size) ,"":':'.~St'$f--'>\' RE\I:-1512 'EX + (6-98) . SCHEDUI;~; I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WEBER LILLIAN M. FILE NUMBER 21 06 0920 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. DEPARTMENT OF PUBLIC WELFARE 421,167.10 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 421.167.10 ~;k",_, ""-~"'."'. I'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER LILLIAN M ?1 OR na?n 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 ~ndude outright spousal distributions. and transfers under Sec. 9116 (a)(1.2)] 1. VIRGINIA GEISINGER NIECE 1/4 RESIDUE 206 LONGMEADOW STREET, MECHANICSBURG PA 17055 2. MILDRED SHUMBERGER NIECE 1/8 RESIDUE 569 SHUMBERGER LANE, BOILING SPRINGS PA 17007 3. LESTER E. WEBER NEPHEW 1/8 RESIDUE 306 HOGESTOWN ROAD, MECHANICSBURG, PA 17055 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 TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. UNITED METHODIST CHURCH OF SHEPHERDSTOWN 0.00 1934 YORK STREET, MECHANICSBURG, PA 17055 TOTAL OF PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size)