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Home My WebLink About05-30-08 (2) --I 15056041147 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 Security Number Date of Death OFFICIAL USE ONLY County Code INHERITANCE TAX RETURN 21 RESIDENT DECEDENT Year File Number 07 0762 Date of Birth 208 24 1166 06 12 2007 12 24 1927 Decedent's Last Name Suffix Decedent's First Name ROBERT MI R WALLOWER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name WALLOWER Suffix Spouse's First Name BETTY MI L Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 'X 1. Original Return 2. Supplernental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) ;X 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) o 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 10 Spousal Poverty Credit (date of death . between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number CHRISTOPHER E. FISHER (717) 234 4121 r--.:> Firm Name (If Applicable) TUCKER ARENSBERG, P.C. Second line of address ;3(:~ -0 ::Jl.: 111 NORTH FRONT ST. ~ (..":.":) REGISTEReIGNILLS U5E'ONL 'fn 'j ~ i:: fi; :::c () =< 'r.:~ '.:: ('n (....) :::::~ ~.~ C> First line of address P.O. BOX 889 IJ ~D---j o'.A:TE FILED N \".;r:l .. ),. City or Post Office HARRISBURG State PA ZIP Code 17108-0889 Correspondent's e-mail address: Betty L. Wallower C1~ 17050 DATE Christopher E. Fisher, Esquire 5 17108-0889 Side 1 L 15056041147 15056041147 --I y ~ 15056042148 REV-1500 EX Decedent's Name: Robert R. Wallower Decedent's Social Security Number 208 24 1166 RECAPITULATION 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. 40,000.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested............. 6. 7. Inter.Vivos Transfers & Miscellaneous NOll-Probate Property (Schedule G) i j Separate Billing Requested............. 7. 40,000.00 ----..-.-.----.--..- ____m_._.___.__.__. _ 2,307.58 562.50 8. Total Gross Assets (total Lines 1-7)............................................................._...... 8. 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).................................................................. 11. 2,870.08 37,129.92 12. Net Value of Estate (Line 8 minus Line 11 )........................................................... 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line B)............................................... 14. 37,129.92 TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 37,129.92 15. o .00 16. o . 0 0 17. o .00 18. o .00 19. o . 0 0 16. Amount of Line 14 taxable o .00 at lineal rate X .045 '17. Amount of Line 14 taxable o .00 at sibling rate X .12 18. Amount of Line 14 taxable o . 0 0 at collateral rate X .15 19. Tax Due............................................................................................................... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. D Side2 L 15056042148 15056042148 ~ REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Robert R. Wallower ---_.-..-----~-,.~---~~._---- -----.'--.----,- STREET ADDRESS 483 Woodcrest Drive File Number 21-07-0762 CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPA YMENT. Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (3) (4) (5) (5A) (5B) 0.00 0.00 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;............................................................................. b. retain the right to designate who shall use the property transferred or its income;................................ c. retain a reversionary interest; or............................. ._-........................... ................................................. d. receive the promise for life of either payments, benefits or care?.......................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................ .................................................................................... No :_~) 'x "==1 , X X I x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ x, 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?........ ................................................................................. n................... .~; 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)]. The statutedoes 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 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 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 twelve (12) percent [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-15GB EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wallower, Robert R. FILE NUMBER 21-07 -0762 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Jefferson Pilot Financial Company - Acct. No. 0007366187 - Decedent was named as 40.000.00 a beneficiary to an annuity from a prior estate but died before claim was made. TOTAL (Also enter on Line 5, Recapitulation) 40,000.00 (If more space is needed, additional pages of the same size) Copyright (cl 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Wallower, Robert R. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07-0762 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees 2,000.00 See continuation schedule(s) attached 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 58.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 249.58 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 2,307.58 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH (Rev. 6-98) Rev-1502 EX+ (6-9B} SCHEDULE H-B2 ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT WaJlower, Robert R. FILE NUMBER 21-07 -0762 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Tucker Arensberg, P.C. - attorney fees 2.000.00 Subtotal 2.000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H.84 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Wallower, Robert R. FILE NUMBER 21-07 -0762 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Register of Wills - probate fee 58.00 Subtotal 58.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleH-B4 (Rev. 6-98) Rev-1502 EX+ (6-98) *' SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Wallower, Robert R. FILE NUMBER 21-07 -0762 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal - legal advertisement 75.00 2 The Sentinel - Legal - legal advertisement 174.58 Subtotal 249.58 Copyright (c) .2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wallower, Robert R. 'FILE NUMBER 21-07 -0762 Include un reimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Medial Staffing Network - private nurse VALUE AT DATE OF DEATH 247.50 2 Medial Staffing Network - private nurse 315.00 TOTAL (Also enter on Line 10, Recapitulation) 562.50 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Wallower, Robert R. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal oistributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(sl FILE NUMBER 21-07-0762 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. Betty L. Wallower 483 Woodcrest Drive Mechanicsburg, PA 17055 Wife residue of estate Total 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleJ (Rev. 6-98) TUCKERiARENSBERG I Attorneys May 29, 2008 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Robert R. Wallower No. 21-07-0762 Dear Sir or Madam: Enclosed for filing please find an original and one (1) copy of the Inventory and an original and two (2) copies of the Pennsylvania Inheritance tax return in the above-referenced estate. Please time-stamp one copy of each and return to me in the enclosed self- addressed stamped envelope. Additionally enclosed is a check payable to "Register of Wills" in the amount of $30.00 representing the filing fee. Should you have any questions, please do not hesitate to contact me. Thank you for your cooperation in this matter. Sincerely, Tucker Arensberg, P.C. ;:J~ all~ Theresa A. Wheeler Paralegal to Attorney James G. Morgan, Jr. :taw Enclosures 101361 \/.-i ;.."lJ .~, ...._.... .--".1 ,u, 1(""'" 'lId' 'a 1..U; l,J.___) ~Jij\)V r,( ,:) ::J'(i \I'.qlf] .J 1,'..1-, ,) 6Z=1 Wd OSAVWBOOZ Tucker Arensberg, Pc. 111 N. Front Street PO. Box 889 Harrisburg, PA 17108 p.717.234.4121 f. 717.232.6802 www.tuckerlawcom 1500 One PPG Place Pittsburgh, PA 15222 p.412.566.1212 f. 412.594.5619 <- \., C o c:> ~ ~ ~?, ~ ~ A- D- \'::- - ~C) ,......,',. , '- "-'U; / Zy ( ..../ (/) . ~?~ ;;',~ ',..~~_.\.. D -:;.. 9!r. -- ~.1;;;.. '-'6 ;""\000 ""-=,cc ~ro3% (fi' 0 cs ro ~og;~ ~" c ~ ~ "\)5--='5- Y'oo.. .....coo -,\(/)00 orocC ..... -=,-=' v:>cg:z:Z c 0::0 ~ 0 ro .... to ro c _, ;k<;!?. '::Sro o .... ~9.. ro~ ~ (/) s. 2? ~ (J~ 9- -n <3 ~ ?O S!l ~ ;~ ~~ ~ ~ c.fJ ($).-;;:;...\ $~m :!. ~~ ~.~5 cr co ? -0 J:> -" -..\ -" o ($) ~ ;;.. -t".. 0--- - y '-