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REV-15oo EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
TURRI JEFFREY
DATE OF DEATH (MM-DD-Year)
A.
DATE OF BIRTH (MM-DD-Year)
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 5 2 8 9
COuNTYCci5E -YEA~ - - 'NU'MBER- -
SOCIAL SECURITY NUMBER
2 04- 5 0 - 7 1 3 6
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date 01 death prior to 12-H-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
;tMISCSECT.JONiMUS'rYSEOOMPCSED:X(CORRESPGNDENCE AND. CONFIDENTJAI.>'TAXINFDRMA.tiotr'SHOOCD'BE DIRECTED T()~' ;:
NAME COMPLETE MAILING ADDRESS
MURREL R. WALTERS III, ESQUIRE
FIRM NAME (If Applicable)
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01/21/2005 02/21/1957
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
D 1. Original Return
D 4. Limited Estate
o 6. Decedent Died Testate (AttachcopyofWiH)
o 9. Litigation Proceeds Received
[X] 2. Supplemental Retum
o 4a. Future Interest Compromise (date 01 death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy oITrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
128,584.40
PA 17055
OFFICIAL USE ONLY
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54 EAST MAIN STREET
TELEPHONE NUMBER
717-697-4650
MECHANICSBURG
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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 Owned 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 Governmental 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)
X _(15)
127,679.40 X .045 (16)
X .12 (17)
X .15 (18)
(19)
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128,584.40
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
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
905.00
0.00
(11)
(12)
(13)
905.00
127,679.40
(14)
127,679.40
5,745.57
5,745.57
20. 0
, ",;,:;>?,,,?SE..sURETO ANSWER AlL:OtJESTJONSON REVERSE SIDE AND RECHECKMATH .<,:,;;' .... p'. }i'
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Dece.:fent's Complete Address:
STREET ADDRESS
201 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 )
5,745.57
3, Interest/Penalty if applicable
D. Interest
E, Penalty
Total Credits (A + 8 + C) (2)
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)
8, Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
5,745.57
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? ....................................................................................................... 0 00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
PA 17055
DATE
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ADDRESS
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, s9116 (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, s9116 (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. 99116(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. 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. 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-1502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
TURRI JEFFREY A. 21 05 289
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 proDertv which is iointlv-owned with rioht of survivorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
14% iNTEREST IN 327 WEST ALLEN STREET, MECHANICBSURG, PA - AS ESTABLISHED
BY 7 DEEDS CONVEYING 2% EACH DATED AND RECORDED AS FOLLOWS:
VALUE AT DATE
OF DEATH
128,584.40
1. DATED 12/28/1999 - RECORDED 12/29/199 - BOOK 213, PAGE 1124
2. DATED 1/10/2000 - RECORDED 1/12/2000 - BOOK 214, PAGE 855
3. DATED 1/4/2001 - RECORDED 1/8/2001 - BOOK 237, PAGE 408
4. DATED 1/2/2002 - RECORDED 1/4/2002 - BOOK 249, PAGE 4469
5. DATED 12/24/2003. RECORDED 12/26/2003 - BOOK 260, PAGE 4958
6. DATED12/30/2004 - RECORDED 12/30/2004 - BOOK 266, PAGE 4755
7. DATED 1/3/2005 - RECORDED 1/14/2005 - BOOK 267, PAGE 800
COUNTY ASSESSED VALUE OF $918,460.00 x 14% = $128,584.40
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
128,584.40
REV-1511 EX+(12-99)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
TURRI
JEFFREY
A.
21
05
289
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
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:
2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 675.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS - CUMBERLAND COUNTY 230.00
5. Accountant's Fees
6. Tax Return Prepare~s Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 905.00
(If more space is needed, insert additional sheets of the same size)