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Home My WebLink About06-11-08REV-\ soo Ex + (6-00) COMMONWEALTH OF `, -1500 RE OFFICIAL USE ONLY Y PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MBER FIL DEPT. 280601 ~; ®' (~ HARRISBURG, PA 17128-0601 RESIDENT DECEDENT - - v - COUNTYCCCE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I--- Z ALLEMAN, DAVID T. 1 8 0- 0 3- 8 5 6 0 W ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W REGISTER OF WILLS (~ 04/03/2008 02/10/1919 Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER w F ~ 11. Original Return ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death priorto t2-13-82) Q ~ a ~ ~ ~l. Limited Estate ~ 4a. Future Interest Compromise hate of death after iz-iz-s2) ~ 5. Federal Estate Tax Return Required ~ a m ~ Ei. Decedent Died Testate (Attach copy orwlp ~ 7. Decedent Maintained a Living Trust (Attach copy ofTrust) _ 8. Total Number of Safe Deposit Boxes a a ~ EI. Litigation Proceeds Received ~ 1 O. Spousal POVerty Credit (date of death between 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) (Attach sch o) '.THIS SECTION MUST BE COMPLETED: ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULDBE DIRECTED TO ~ w NAME: COMPLETE MAILING ADDR ESS °z MURREL R. WALTERS, 111, ESQUIRE a FIRM NAME (If Applicable) w ~ 54 EAST MAIN STREET ~-~ , p TELEPHONE NUMBER T ~ ~ -y ~ 717-697-4650 MECHANICSBURG _ "t-=~ 17,05- t ~.~FICIAL USE O Y -_ 1. Real Estate (Schedule A) (1) , ~ _ , 2. Stocks and Bonds (Schedule B) (2) `~~j _~_f ~. ` ; ; `J; 3. Closely Held Corporation, Partnership orSole-Proprietorship (3) , --} -:p - ,- - _~ ~ -. 4. Mortgages & Notes Receivable (Schedule D) (4) .._. 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) C5~ (Schedule E) Z O_ 6. Jointly Owned Property (Schedule F) (6) 31,707.24 ~ Q ~~ Separate Billing Requested i J 7 ~.,+nr..\/i„ne T.oneforc £ Micrelhnenuc Nnn_Prnhato Prnnerfv 171 __ r F a Q V W ~' (:ichedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 1,420.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 31.707.24 (11) 1,420.00 (12) 30,287.24 (13) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 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) (14) 30,287.24 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax 00 0 0.00 0 rate, ortransfers under Sec. 9116 (a)(1.2) . X (15) H ~ 16. Amount of Line 14 taxable at lineal rate 30,287.24 X .045 (1B) 1,362.93 D- 17. Amount of Line 14 taxable at sibling rate 0.00 X 12 (17) 0.00 ~ 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 U ~ Tax Due ~ 19 (1g) 1,362.93 Q . >' BE SURE TO ANSWER ALL QUESTIONS ON REVERSE'SIDEAND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 2315 ARCONA ROAD CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments (1) 1,362.93 C. Discount 68.15 Total Credits (A + B + C) (2) 3. Interest/F'enalty if applicable D. I nterest 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. (5A) 68.15 0.00 0.00 1,294.78 B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (56) 1,294.78 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 of the property transferred : .......................................................... ................. ^ ^X b. retain the right to designate who shall use the property transferred or its income : ....................... ................. ^ [X] c. retain a reversionary interest; or ..................................................................................... ................. ^ 0 d. receive the promise for life of either payments, benefits or care? ............................................ ................. ^ ^X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................. ................. ^ Q 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................... ................. ^ 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 o1` perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer representative is based on afl information of which preparer has any knowledge. SIGNATURE PERSON RESPONSIB FO ILIN RETURN DATE e y c~ ADDRESS DAVID T. ALLEMAN, JR.~~% 2135 ARC %-D, CHANICSBURG PA 17055 SIGNATURE OF PREPA /~,I TH T R ESENTATIVE DATE 'v '_ , ~ ' cl `'~ ADDRESS MU~REL R~,WALTERS, III 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) (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 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)]. Asibling 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-1509 E}: + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF rat numcstrc ALLEMAtV DAVID T. If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. 2135 ARCONA ROAD MECHANICSBURG, PA 17055 RELATIONSHIP TO DECEDENT ADDRESS SURVIVING JOINT TENANT(S) NAME q, DAVID 'T. ALLEMAN, JR. B C JOINTLY-OWNED PROPERTY: SON ITEM NUMBER LETTER FOF; JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 11/01 M&T BANK 63,414.48 50. 31,707.24 CHECKING TOTAL (Also enter on line 6, Recapitulation) I $ 31,707.24 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ALLEMAN DAVID T. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~, NEILL FUNERAL HOME 505.00 B. 1 2 3 4. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) DAVID T. ALLEMAN, JR. (RENOUNCED) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees MURREL R. WALTERS, III, ESQ. 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 Probate Fees REGISTER OF WILLS -CUMBERLAND COUNTY 5 Accountant's Fees 6. Tax Return Preparer's Fees 7. 900.00 15.00 TOTAL (Also enter on line 9, Recapitulation) I $ 1 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (P-nrn COMMOINWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN f2ESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. DAVID T. ALLEMAN, JR. 2135 ARCONA ROAD MECHANICSBURG, PA 17055 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE Lineal _~ 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size)