The URL can be used to link to this page

Home My WebLink About03-06-08 . ' ....J 15056051058 REV-1500 EX (06-05) PA Department of Revenue *' Bureau of IncividuaI Taxes PO BOX 280601 HarrisbtIg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Vu 21 07 File Number 01154 179-16-0763 11/19/2007 Date of Birth 08/08/1921 Decedenfs last Name Suffix Decedenfs First Name MI WALKER CLARE M (If ApplIcable) Enter Surviving Spou..'s Infonn8tIon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ct> 2. Supplemental Return 3. Remainder Retum (date of death prior to 12-13-82) 5. Feeleral Estate Tax Return Required 4. limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C::.) 10. Spousal Poverty Credit (date of death "__.. 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 INFORMAT1ON SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes PATRICK WALKER (61 0) 524-92~~ r~.-' ::--. <:;:;:;) . ,'"C" (3 ........ -- L:;:) REGISTER O,",~WII:lLS USE QIt::V ! ".. ~~~::.:--. :;:z:; I 0') Firm Name (If Applicable) WALKER & ASSOCIATES, PC First line of address 1 ~,~..) 134 JOHN R. THOMAS DRIVE ":i.J Seoond line of address N COMMONS AT LINCOLN CTR. , ...1'1 City or Post Office State ZIP Code DATE FILED (",,) EXTON PA 19341 Correspondent's e-mail address: 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. complete. Oectaration of preparer other than the personat representative Is based on all infonnation of which preparer has any knowledge. SIGNATURE F: RESPONSIBLE FOR FILING RETURN DATE ADDRESS 134 JO N ROBERT THOMAS DRIVE, EXTON, PA 19341 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 -.J ci\f-/1 ..J 15056052059 REV-1500 EX Decedenfs Name: RECAPITULAnoN CLARE M WALKER 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. 6. Jointly OWned Property (Schedule F) '"::'"J Separate Billing Requested . . . . . .. 6. 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Unes 1-7). . . . . . .. . . . . . . . .. . . . . . . .. . . . . . .. . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Unes 9 & 10). . . .. . . . . . . . . . .. . .. . . . . . . .. . .. . . . . . 11. 12. Net Value of Estate (Une 8 minus Une 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Une 12 minus Une 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under See. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X.O 45 222.57 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 179-16-0763 Decedent's Social Security Number 15056052059 5,222.57 5,000.00 5,000.00 222.57 222.57 10.02 10.02 -.J , REV-1500 EX Page 3 Decedent's Complete Address: 21 File Number 07 01154 DECEDENT'S NAME DECEDENrS SOCIAL SECURITY NUMBER CLARE M WALKER 179-16-0763 STREET ADDRESS (FORMERL Y) MESSIAH VILLAGE 100 MOUNT ALLEN DRIVE CIlY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 10.02 Total Credits ( A + 8 + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difl'erence. This is the OVERPAYMENT. Fill in oval on Page 2, Une 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difl'erence. 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) 10.02 0.00 10.02 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 a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ............................................ D C. retain a reversionary interest; or.......................................................................................................................... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................ ..... ................................... ................. ..... ..... ........ ................... 0 3. Did decedent own an -in trust for" or payable upon death bank account or security at his or her death? .............. 0 4. Did decedent own an Individual Retirement Account annuity, or other non-probate property which contains a beneficiary designation? ............. ... ....... .......... .................. ........ ................. ....................... ..................... 0 No D D o o o D D ~ it ~,."lf~J &1) on j,,:,,.1 refurY\ 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 spouse 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) percent [72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exemot 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 paren~ or a stepparent of the child is zem (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) percen~ 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 decedenfs siblings is twelve (12) percent [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-l508 EX> (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF CLARE M. WALKER FILE NUMBER 2007 -01154 Include the proceeds of litigation and the date the proceeds were received by the estate. AI property jolntly-owned with right of lurvivorshlp must be dllClosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 PNC CERTIFICATE OF DEPOSIT 2 MEDICARE PART B REIMBURSEMENT CHECK FOR FISCAL YEAR 7/1/06 THROUGH 6/30/07 4,675.97 546.60 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5,222.57 o PNCBAN< 040' WINDSOR.PARK:(115) 5288 SIMPSON FERRY ROAD MECHANICSBURGPAi7055 Cashbox 01 AM Purchase Receipt Official Check Document Number: 1241479 Purchase Date: February 14 2008 Purchase Amount: $4,675.97 Payee: ESTATE OF CLARE M WALKER Remitter: CLARE M WALKER SOF Account Number Source of Funds Check Source of Funds Cash $0.00 $4,675.97 System Date/Time * 10:06 FEB 14 2008 W/S 10 WWSHl151 Sequence Number 00060 Batch 302 Purchase Fee $0.00 This deposit Dr PIYlent is accepted subject to verificlltion IInd to the rules IInd regullltions of this bank. Deposits IllY not be IIvllilable for illediete Ilithdrllllll. Receipt should be held until verified with your statelent. ~--~~~.......~~/ ---.--.-..-------.--~-,-' ...:.;.;...._,..........,-...~...:.:.:.'"'----""''--'>.~~''-.;..:,,'___~_'''-':__.~ _c~.. :..-_,.~__~. // . . .ied is your Medicare Part B premium penalty reimbursement for State Fiscal Year July 1, 2006 through June 30, 2007. - .l /base Medicare premium and penalty for January 1, 2007 were taken into accQIlnt when calculating the reimbursement. / )eginning in January of 2007, the Medicare Part B premium is adjusted" based on income. If your income is greater than /\' $80,001 as an individual, $160,001 jointly with a spouse, or $80,001 married but filing separate federal income tax, you must contact your local Social Security Administration Office and request that they provide you with a letter or other document that verifies your Medicare premitJm. After you have received verification of your Medicare Premium, it must be submitted to the Commonwealth of Pennsylvania, Office of Administration, Employee Benefits Division, Room 513 Finance Building, Harrisburg, PA 17120. The Employee Benefits Division will review the information and, if appropriate, adjust your reimburse- ment. If your income is less than th~ !!!11!l!)nts ~P!!!;jfi..edallQye, you do not need to contact the Social Security Administration Office. Please note that changes made b{the Federal Government to the Medicare premium rate or penalty rate may result in a future adjustment. If you have questions about the reimbursement, please contact the Employee Benefits Division at (717) 787-9872. u ~~ L...~ bd}~d ;~~ .,.... . JI" .. J '",.:' I, ~~t;:: ~ ~:(/,t'. '<.i..' if'; .,' ", '" . ... ./> ""., _.....PAV_,.. :~,:~! , ," - , : J iiiiiii =--==== . . ~. _. .~: ~ -'. 'I IF YOU HAVE ANY QUESTIONS CONCERNING THIS PAYMENT CA\l717-772-4~.10 H. or 1 ~_tPtJ..?- . -- ) Of{.- ~ · fM '" \" ,.,fro. hlAi ~C~ J,~f., -( ~4'~ ~( ~ ,.Jr,.-l-c. if . \ ( Fj.::' 1~;./.P7 ~ fUJ''''- J f J I/~O -ol//ID Total PaYP1ent Amount - $546.60 ! DETACH CHECK AT PERFORATION .. -a. .. . ~ 01'- .. '.. o. o iiii!; - ~ o . --=== =:l :) 3!~ :..,,== --=== ~~ - .iiIiIiiiiiii&i ,))~ -~ -') ====-=. =~ . ,. (\ CLARE Mj WAL~ER 704 AL1SON AVE MECHANICSBURG :ff-~' "....;;;;(;1 r I~.lr ~I~.l'"..r 10 I t )*14~ .~~ C.l4Je M tJ14l~ ! yo P~f",c.~ Wl4\~r ! l '-\3~ DlL k. 4~ PA 17055-00001 'bo~l"ftO'MU\ ( P A (q33, ". '. ". - "j..'::.. ". ...,'';' '.~ :: . :. -'. ;- . .';.',:-';;:;' "- ", ']:;~'*..'" '-'" ,:,--.' '..""' .:: . .:: '- .,.". ", .' . " - .:. .",." ," .. '._,. ::. '::,.: ..'.......",. ",,;";- . .;,:,.":: ',:; ..-:; ..~ ~I ".:'7:':t;!i< ". III 5 3 8 3 2 3 b 1.11' I: 0 3 ~ 3 0 ~ 1. 2 21: ~ ~ ~ I:i" 5 3 8 ~ ? II' I lIi..~I.I_':,(""::I:a_'.I'.I.; 1.1".;I.I.'J1~I-'...(et;'_'..'.::::I:II;a'_'t".i.. ::::I:llfJ"I:I~'" . REV-'S11 EX. (.2-99* COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHIDULI H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF CLARE M. WALKER FILE NUMBER 2007-01154 Debts of decedent must be reported on Schedule L ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) JOSEPH A. WALKER Social Security Number(s)/EIN Number of Personal Representative(s) 184-36-7256 StreetAddress 202 LAKE MEADE DRIVE City EAST BERLIN State PA Zip 17316 Year(s) Commission Paid: 2008 2,500.00 2. Attorney Fees 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 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) S (If more space is needed, insert additional sheets of the same size) 2,500.00 · REV-1511 EX+ (12-99)* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHIDULI H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF CLARE M. WALKER FILE NUMBER 2007-01154 Debts of deCedent must be reported on Schedule L ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) PATRICK WALKER Social Security Number(s)IEIN Number of Personal Representative(s) 21 0-44-5266 StreetAddress 1433 OAK LANE City DOWNINGTOWN State PA Zip 19335 Year(s) Commission Paid: 2008 2,500.00 2. Attorney 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 Relum Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) S (If more space is needed, insert additional sheets of the same size) 2,500.00 :...,\ ,-,'~ .,~: to.....- r 0, I 2u08 M;1,R - 6 pn 12: 52 February 26, 2008 CLEFn< (1[1"".--,I-U~" :::~ '-(-II 1'"::1T -.11 i I ., .' . \.' ' >\::-, \ . Cumberland County Courthouse Register of Wills 1 Courthouse Square Carlisle, PA 17013-3387 CERTIFIED MAIL: RETURN RECEIPT REQUESTED RE: Estate of Clare M. Walker FILE #: 2007-01154 Dear Sir/Madam: Please find enclosed a Supplemental REV -1500, Inheritance Tax Return Resident Decedent for Clare M. Walker, deceased November 19,2007. The Supplemental return is needed to account for two deposit items that we were unaware of when I prepared the original return. Both items are reported on REV -1508, Schedule E, Cash and Bank Deposits. Additionally, I have attached REV -1511, Sehedule H, Funeral Expenses & Administrative Costs that were not accounted for on the original return. The inclusion of these items net to an additional inheritance tax due of $1 0.02, which is enclosed. Also enclosed, is the original of Certification of Notice Under Rule 5.6 (A), together with copies of form "Notice of Estate Administration Pursuant To PA O.C. Rule 5.6" that was sent to all beneficiaries as listed on the Certification form. At this point we believe this accounts for all assets and expenses relative to the Estate of Clare M. Walker. Should you have any questions or require additional information please give me a call at (610) 524-9292. We appreciate your assistance. iI~ Cc: Joseph A. Walker ....I - l"'l c( 0 ~ ~ ~~~ 0 ~ c t;! c en 2-- c ~ ~ ...~ ~2 en ~ <Y) ~ "<) c( ~ ~ ~ ...I ~ \\" ~ 0 ~ C ~--) ~ ~ L-... ~~ \r .......... ~ 7 ~ ~ ( 1,.-0 ~.~ '" ~ I I .--:1 l,\ '^ rr 6 :s r:- JJ 0 ::r ~ --- ') "- cO ~ ~ fl1 ~ ~ ~ '. nJ ~ "" [T" ~ k V '<) ~ '^ "- 0 - -....J 0 t ~ ~ D .:j ~ 0 ~ '-J ~ --.. 0 r1 r- 0 f"- a D r- :::-- ==- - . ~ - - == ..... z: - k ::= ~ - ~ -: ~II -== ~ ::: ~ - - -J ....... 11)i ~. ~ :::- -=: :::. . f ... ... 0) UI <7 ~ (0 L.r"1N Ii; ~-::)I ~j ~eZ;S;('; (.Q~ .~~~C:) -E;Bg ~ r5 ~ ;:) :E: . . . . . . . ~ w' ~ s' :: w 0 . ...... I W . ...... 6S'~ I- 01_""""'" ~~I~ ~gl-== ~~:~ i)g.LU [!j ~ I ..... .- 0 I La.. ~ ~ I ....... ~~I~ ~~Ia: ~~:LU ~~It.:) '5 ~ I c.. I 1 I I 1 1 1 I -~~"l '~i ilil,