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Home My WebLink About10-04-07 W I- ~ :$(/l uD::~ wD..U J: 00 uD::...J ~lD <( REV-1500 EX + (6-00) *' COMMONWEALTH OF '. PENNSYLVANiA , DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~ z w o w (.) w o DECEDENT'S NAME (LA.ST, FIRST, AND MIDDLE INITIAL) SOCKMAN THELMA L DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) [Xl 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY o FILE NUMBER 21 -0 6 1 0 3 9 COUNTY"'COiiE -vE~ - - NUMBER- - SOCIAL SECURITY NUMBER 2 0 1 - 1 8 - 0 559 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o ~ <3: ...J ::;) I- a: <3: (.) W 0::: z o ~ ~ ::;) a.. :iE o (.) ~ 11/18/2006 02/07/1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LA.ST, FIRST, AND MIDDLE INITIAL) I- Z W C Z o D.. (/l W D:: D:: o U NAME MURREL R. WALTERS III FIRM NAME (If Applicable) COMPLETE MAiLING ADDRESS TELEPHONE NUMBER 717-697-4650 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) o 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 See. 9116 (a)(1.2) 16. Amountofline 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 (8) 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (11) (12) (13) (14) PA 17055 155,463.52 30,801.78 OFFICIAL USE ONLY o n ~.', c:- W \..0 677,092.40 X _(15) 658,406.15 X .045 (16) X .12 (17) X .15 (18) (19) 490,827.1 18,686.25 658,406.15 658,406.15 29,628.28 29,628.28 )~~ ...J.) ~.:) ---i 14,339.68 4,346.57 Decedent's Complete Address: STREp ADDRESS 203 RUNSON ROAD CITY I STATE I ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 29,628.28 23,000.00 1,150.00 Total Credits (A + B + C) (2) 24,150.00 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. 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. (SA) B. Enter the total of line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 5,478.28 5,478.18 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 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 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? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 00 0 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 have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and compiete. Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge. SIGNATURE ERSON R/=SPONSIBLE FOR FILING RETURN /J . _ ~ DATE.~ Cvru.~ ~ J0~A-~~ (:;:;-7 ADDRESS WILLIAM G. SOCKMAN 30 RIFE AVENUE MECHANICSBURG PA 17050 DATE ! o. t. ..r, -..;;.., ADDRESS M REL R. ALTERS 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. 99116 (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 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. REV-1502 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SaCKMAN THELMA L 21 06 1039 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 155,463.52 230 RUNSON ROAD CAMP HILL, PA 17011 NET PROCEEDS FROM SALE TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 155,463.52 REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SaCKMAN THELMA L SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 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. 1039 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. DESCRIPTION VALUE AT DATE OF DEATH 352.29 HIGHMARK BLUE SHIELD REFUND PA UNCLAIMED PROPERTY 910.08 2007 FEDERAL INCOME TAX REFUND 30.00 PROCEEDS. SALE OF CAR 1988 BUICK 3,000.00 SALE OF HOUSEHOLD GOODS 175.00 MEMBERS 1ST FEDERAL CREDIT UNION TWO CERTIFICATES OF DEPOSIT PLUS SAVINGS ACCOUNT 73,182.18 PNC BANK CHECKING 7,213.47 PNC BANK MONEY MARKET 24,305.36 PNC CERTIFICATE OF DEPOSIT 31,080.88 AMERIPRISE ANNUITY PAYABLE TO JANICE K. WITMER $110,334.13 AND $18,052.44 AMERIPRISE ANNUITY PAYABLE TO WILLIAM G. SOCKMAN $110,344.13 AND $18,052.44 AMERIPRISE ANNUITY PAYABLE TO MATTHEW WITMER, ANDREW WITMER, DAVID WITMER, MISTY SOCKMAN & WILLIAM G. SOCKMAN, JR. @ $18,756.94 EACH 128,396.57 128,396.57 93,784.70 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 490,827.10 REV-1511 EX+(12-99) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF saCKMAN THELMA L Oebts of decedent must be reported on Schedule I. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 06 1039 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME 7,960.00 2. FLOWERS & GRAVE OPENING 1,236.68 3. MINISTER OF CHURCH, FUNERAL SERVICE 250.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) .JANICE K. WITMER (COMMISSION RENOUNCED) Social Security Numbe~s)IEIN Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III 4,200.00 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 675.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. PENNSYLVANIA DEPARTMENT OF HEALTH - 2 DEATH CERTIFICATES 18.00 TOTAL (Also enter on line 9, Recapitulation) $ 14,339.68 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent saCKMAN THELMA L Decedent's Name Page 1 21 06 1039 File Number Schedule H - Funeral Expenses & Administrative Costs - 81 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 2. Name of Personal Representative (s) WILLIAM G. SOCKMAN (COMMISSION RENOUNCED) Sodal Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: SUBTOTAL SCHEDULE H.B1 REV-1512 EX + (6-98) . SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SaCKMAN FILE NUMBER THELMA L 21 06 1039 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. .J..J. SKELTON OIL 1,731.09 2. PENN WASTE TRASH 133.83 3. PA AMERICAN WATER 149.79 4. PP&L ELECTRIC 183.06 5. VERIZON TELEPHONE 27.80 6. WILLIAM SOCKMAN BATTERY FOR CAR 68.89 7. HARLEYSVILLE INSURANCE CAR INSURANCE 505.50 8. HARLEYSVILLE INSURANCE HOMEOWNERS INSURANCE 178.00 9. BOROUGH OF CAMP HILL SEWER 85.00 10. .JANET L. MILLER, TAX COLLECTOR 2007 COUNTYITOWNSHIP TAXES 690.10 11. CINDY ROWE CAR REPAIR 100.70 12. SHERWIN WILLIAMS EXTERIOR HOUSE PAINT 25.21 13. HOME DEPOT LIGHT FIXTURE 82.60 14. WILLIAM SOCKMAN, .JR. LAWN MAINTENANCE 360.00 15. DAVID WITMER TRIM SHRUBS 25.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,346.57 ,~"" <X .,.. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S()r.KMAN SCHEDULE J BENEFICIARIES THELMA L NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS ~nclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] .JANICE K. WITMER 914 HERMAN AVENUE MECHANICSBURG, PA 17055 WILLIAM G. SOCKMAN 30 RIFE DRIVE MECHANICSBURG, PA 17050 MATTHEW WITMER 52 BRIAN ROAD CARLISLE, PA 17025 ANDREW WITMER OLD WILLOW MILL ROAD MECHANICSBURG, PA 17050 DAVID WITMER 914 HERMAN DRIVE MECHANICSBURG, PA 17055 MISTY SOCKMAN 272 CHARTWOOD DRIVE HARRISBURG, PA 17111 WILLIAM G. SOCKMAN, .JR. 5200 E. TRINDLE ROAD MECHANICSBURG, PA 17050 FILE NUMBER 21 06 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1039 AMOUNT OR SHARE OF ESTATE DAUGHTER 50% OF RESIDUE SON 50% OF RESIDUE GRANDSON 18,756.94 GRANDSON 18,756.94 GRANDSON 18,756.94 GRANDDAUGHTER 18,756.94 GRANDSON 18,765.94 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 IT - 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)