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Home My WebLink About06-30-08 15056051058 R "v~~ ~oo EX (O6-0b) OFFICUIL usr ONLY PA Deperbnerd of Revenue County Code Year Fie Number Bureau d Individual Taxes INHERITANCE TAX RETURN Po Bax 280601 tfarr, PA tTtza-osot RESIDENT DECEDENT ~ ~ D7 ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 20430-6309 09/27/2007 10/21/1939 Decedent's Last Name Suffix Decedent's First Name MI DURF JAMES W (K Applicable) Ertlar Surviving 8pottss's Mrtormadion Bebw Spouse's Last Name Suffix Spouse's First Nama Ml DURF EIKO T Spouse's Social Securiiy Number THtiS RETURN MUST BE FILFD 1N DUPLICATE WITH Tt# 53482-5916 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ i . Or'iglnai Realm 2. Supplemental Retum 3. Rematxler Realm (date of deaB- prior b 12-1352) 4. LlmNed Estate 4a. Future Interest Gompromtse (date of 5. Federel Estate Taz Retum Required death attar 12-12-82) 8. Decadent Died Testate 7. DeoedeM Mak-talt-ed a Livkrg Trust 8. Total Number of Safe Depoat Boxes (Attach Copy of 1M6) (Attach Copy of Trust) 9. t.IHgatlon Proceeds ReceMad 10. Spousal Poverty CredR (date of death 11. Election b tax under Sec. 9113(A) txaMreen 121-91 and 1-1-95) (Attach Sch. 0) -- CORRLrSPONDENT - THIS SECTIOq t#IST B@ COMPLETED. ALL CORRESPONDENCE ACID CONFIDENTIAL TAX INFORMATION SfiOULD ~ DIRECTED 70: Name Daytime Telephone Number ZECHARIAH R ARMSTRONG (717) 729-4686 Firm Name (If Applicable) First Nne of address 4 WHITE HOUSE ROAD Second line of address r ~~ °''~ ' ~ ~ CJ , c:~ - ~ City or Post Office State ZIP Code ~ C7 r.`_' ~ , SHIPPENSBURG PA 17257 ~ ,, --r, - -: , , Q ,-, ~ ~ ~ _ ~ , . _:~ ~~C ~i"~ _ r ~'~~ C«reaponder-Ys e-mail address: al' P'1 ~~ O ~ ..ut.~- : _) c. ~ _ _ ~_ _ _.._ _ _~ Under periegies d pei)tsy. I dadare that 1 have examined tliia re6im, indudin0 scoompsnykip schedules and sYlenrerils, and b rie hest , ~ .- ~ ' Kit Mie, correct and corMilMS. Declsrdbri d praparer dhsr Mean the peraaisl represeritalive is tested on aW irilorrrwtiori d wfiich prepa7eT ~ any b~rttle- •' • SIGNATU ON Fat F1L1NG RETURN DATE ~/~(~/~a ADORF.SS 211 TIMBER VIEW DRIVE, RISBURG, PA 17110 SIONATU OF ARER THFR TATNE DATE 0686/OS AD 4 WHITE HOUSE ROAD, SHIPPENSBUR PA 17257 ~.e~se use oRwlirAi. poreM oNr~Y Side 1 15056051058 15056051058 J 15056052059 REV 1500 Ex Decedent's Social Security Number geeedeM's Name: .JAMES W DURF 20430-6309 RECAPRULATiION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (St~-edule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages ~ Notes Reoeivabb (Schedule D) ............................. 4. 5. Cash, Bank Deposits & MiaceNaneous Personal Properly (Schedule E) ........ 5. 24,580.59 fi. Jointly Owned Properly (schedule F) Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (SGredule ra) separate Billing Requested........ 7. 24,580.59 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses 8~ Adminisbatlve Costs (schedule H) ..................... 9. 4,600.00 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................ 10. 73,600.00 11. Total Deductions (total lines 9 810) ................................... 11. 78,200.00 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. -53,619.41 13. Charitable and Governmental Bequests/Sec 9113 Trusis for which err ebction to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. -53,619.41 TAX COMPUTATION -SEE IMBTRUCTION9 FOR APPLICABLE RATE8 15. Amount of Lfne 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0... -53,619.41 15. -53,619.41 16. Amount of Line 14 taxable at lir-eal rate X .0 _ 0-~ 16. 0• ~ 17. Amount of Line 14 taxable at sibNng rate X .12 0•~ 17. 0•~ 18. Amount of Line 14 taxable 0 ~ 0 ~ at collateral rate X .15 • 18. • 19. TAX DUE .............. ..... 19. 0.00 20. fILL IN THE OVAL IF YOU ARE REQUE$TNG A REFUND OF AN OVERPAYMENT 2 5056052059 Bide 2 15056052059 REV-1fi00 EX Page 3 Decedent's Complete Address: FW Number EN DECEDENTS SOCIAL SECURITY NUMBER JAMES W DURF 20430-6309 STREET ADDRESS 581 WALNUT BOTTOM ROAD CITY SHIPPENSBURG STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. CreditslPayments fl.00 A. Spousal Poverty Credit B. Prfor Payments 0.00 C. Discount 0.00 TWaI Credits (A + B + C) (2) 0.00 3. IntereallPenally if appNcaWe 0 00 . D. Interest E. Penalty 0.00 Tofat InteresUPenalty (D + E) (3} 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIN in oust on Page 2, Line 2Q to request a refund. (~) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the diBerence. Ttris is the TAX DUE. (5} 0.00 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE (5B) 0.00 Make Chet;k Payable fo: REGISTER OF WlitLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer end: Yes No a. retain the use or income of the property bans(erred :........................................................................................ ^ b, retain the right b designate who strati ~ the property transferred or its income : .......................................... ^ r~ retain a reversiatary interest; or ......................................................................................................................... ^ d. receive the prorniee !or life of steer paymer~, benefits or care? ...................................................................... ^ 2. tf death oa:urred after December 12,1982, did decedent transfer property vrithin one year of death without receiving adequate cwnsideration7 ............................................................................................................. ^ 3. Did decederK own an ~n tnrW tor* a payable upon death bank account ar security at his ar her death? .............. ^ 4. Did derbdent own an Indnridual Retirerrlerlt AocounL annuih, or olhernon-probate property wtpch oonkains a beneficiary deeignaaiion7 ........................................................................................................................ ^ !F TF~ ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND Ffl.E IT AS PART OF THE RETtAtN. For dates of death on a after Juty 1,1994 arM before January 1,1995, the tax rate irr>posed 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 Baths of death on ar after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the survivir~ spouse is zero (O) percent ]'f2 P.S. §91113 (a) (1.1) (~]. The statute does,~exenwt a transfer b a survivhtg spouse from tax, and the statubry rerWirerrlertts for disdoaw;ure of assets and ~g a talx Tatum are still applicable even i# the surviving spouse ie the only benetaary. For dates of death on or sitar July 1,2000: The tax rate imposed on the net value of transfers ~orrl a deceased child twenty-one y~ra of age or younger at death to or br the use o€ a natural parent, an adoptive parent, ar a stepparent of the child is zero (0) percent (72 P.S. §9111i(a~1.2)]. The tax rate imposed on the net value of transfers th or for the use of the decedent's lineal beneficiaries is four and one-ttatf (4.5) percent, except as noted in 72 RS. §91113(1.2) (12 P.S. §9118{a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents sibNngs is twelve (12)percent I12 P.S. §9116{aX1.3)]. A sibling is defined, under Section 9102, as an individual who ttas at least one parent in common wilt the deoedertt, whether by Wood ar adoption. P.EV-1508 EX+ (6-~8) SCNED1I~LE E COMPd10NWEALTH CAF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FIL@ NUMRHR JAMES W DURF include the proceeds of Ikipation and the data the proceeds were received by the estate, AN property jo(nCy-owned wFfh rgM of surviMOtsldp rnat be diroloaed on SoMd~-le F. ITEM VALUE AT I]ATE NUMBER DESCRIPTION OF DEATH 1 NAVY FEDERAL CREDIT UNK)N SAVINGS AND CHECKING 6, 071.07 2 NAVY FEDERAL CREDIT UNKNI CERTIFICATE OF DEPOSIT 5,000.00 3 M8T BANK CHECKING 3.459.52 4 SOVERIGN BANK CHECKING 1,500.00 5 WEARING APPAREL 700.00 6 TOOLS 2,300.00 7 2001 DODGE GRAND CARAVAN 4,400.00 8 1993 FORD CLUB WAGON 1.150.00 TOTAL (Also enter on 6rw 5, F2ecapihrlation) $ ' 24.580.59 (K more apeos is needed. insert eddilional atieats of the came siae) REV-1511 EX+ (12-09) SCMEpYLE N COMMONWEALTH OF PENNSYLVANIA F~~. EXPENSES Ft INHERITANCE TAX RETURN ~~~~ ~~s RESIDENT DECEDENT ESTATE OF RLE NUMBER JAMES W DURF Dabts d dlkadeM newt qe reported On &hedrria L A. FUNERAL EXPENSES: t' MEMORIAL SERVICE, CREMATION, AND URN 4,800.00 e. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Represerltetivs(s) Soasl Security Number(s)fE1N Numt~er of Personal Represehtative(s) _ Street Address City .State Tip Year(sj Commission Paid: 2. Attorney Fees 3. Family F~remption: (B decedents address is rrot the same as daimanYs, attach explanation) Claimant Street Address City State .Zip Relationship of Claimar to Decedent 4. Probate Fees 5. Acoourrtartrs Fees 6. Tax Return Preperer's Fees 7. TOTAL (Also enter on Gne 9, Recapitulation) S 4,600.00 (If more speoe is needed, insert additional sheers of ifie same one) REV-1512 EX+(12-03) CDMMDNWEALTN OP PEMNSYLYANUt INHERITANCE TAX RETURN RESIDENT DECEDENT ~~~~V~ 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF F14E NUMBER JAMES W DURF Raporc debts klcuned by the decedent prior to d.rth which romaNNd nnpeld as a U,. arts a death, includhp uareimiwrsed medial expaaes. {M moro apeoe is needed, insert additional shseia of the same size) RFV=1b1~ ~(+ (AA(1) fCM~pYL~ ~ C4MMANWFJ11.fiN 9t< PENNiYI.VANIA BENEFICIARIES INHERITANCE fiAX RETURN RE$IOENi pECfip€NT ESTATE OF FFLE NUMBER JAMES W DURF RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECENOVG PROPERTY po Not lkt Tnabe(s) OF ESTATE t TAXABLE DISTRIBUTIONS [aidude ouhight spousal d'sfibutions, and t~ansiers under Sec. 9116 (a) (1.2)1 ~ EIKO T DURF, 211 TIMBER VIEW DRIVE, HARRISBURG, PA 17110 SPOUSE 100®/0 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 EIECTiON TO TAX IS NOT BEING MADE 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE QISTRIBUTIONS ONLINE 13 OF REV 1500 COVER SHEET (K more space re needed, insert additlorlal sheets of the same size) r- w ~ a a r o tiT- ~ d~~ l`-~ t /"1M fS tnf`~NO L.i /C~ av~ Q 'u}° z vi o • ~ ~ ~ ~ ~ x ..~~~ M_ ~~~~ ~ r ~~~ _ ~~~~ e~ ° ~~ o w~ o fl a ~.. ~~ a $ ~' ~`; ,. .,~ z. e ,~5/~ n; ~~' ,~~ . ~ ~ ~ ~ ff' ~ ~ a ,~..r~ .., ~ ~ ~ m . ..--==- ~' ~ m W ~~~ ~ ,_,~~C' ,.. } '-.; ~~~ l (.., _, .- ~ _, i `y~ ~+'~ ~/ ~. M ~ H Q~ M D O ~ ~ ~ C ~ `~" ,~ a W'~p~~W ~'~oF~ ~U ~~ '~ o ~ ~*~ ("~~ U ~~ ~fi 1 ~, 4~X ~i