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Home My WebLink About07-17-08 (2)15056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year file Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box.2soso~ 2 1 0 8 0 3 0 4 Harrisburg, PA 17728-0601 RESIDENT DECEDENT ENTER DECEDEN7INFORMATION BELOW Social Security Number Date of Death Date of Birth 191 26 6458 02 18 2008 05 19 1933 Decedent's Last Name Suffix Decedent's First Name MI B~JRKEY WILLIAM E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI B~TRKEY MALINDA E Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW jX~ 1. Original Return 4. Limited Estate ~,, 8 Decedent Died Testate C1 -- - (Attach Copy of Will) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) qa Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ~ Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 9. Liti anon Proceeds Received ~ 10. Spousal Poverty Credit (dace jf death ~ 11, Election to tax under Sec. 9113(A) _ g between 12-31- 1 and 1-1-95 (Attach Soh. O) CORRESPONDENT • THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number THOMAS E. FLOWER ESQ 717 737 3405 Firnt Name (If Applicable) SAIDIS, FLOWER & LINDSAY First line of address 2109 MARKET STREET Second line of address City or Post Office State ZIP Code CAMP HILL PA 17011 REGISTERd1F WILLS US~NLY r O ~ -~:~ t- ~>:~ J t.. rte-- t:! ~_- - ~ D~1'E'~ILED ' Correspondent's a-mail address: Under penalties of 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 other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE OF F'tKSV N Kt5YVN51Clt r VK nurv~ nn i vnrv ~• • ~ ~ ,/~ Malinda Burkey f- jS - (.)~ ADDRESS r' 220 Second Street , Enola, PA 17025 SIG , TU E OF PREPARER OTHE HA REPRESENTATNE ATE /~~~~ Thomas E Flower Esq 7 ~~ `d Y ADDRESS 2109 Market Street, Camp Hiil, PA 17011 Side 1 15056041147 15056041147 J 15056042148 REV-1500 EX oecedeN~s Nam: W i I l i a m E. Burke y _-- RECAPITU CATION 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) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, B. 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. 12• Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and Governmental Bequests/Sec 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 13) ................................................. 14. 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 .o0 9, 2 4 0. 9 8 15. 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 191 26 6458 13,094.94 13,094.94 3, 853.96 3,853.96 9,240.98 9,240.98 0.00 0.00 0.00 0.00 0.00 Side 2 15056042148 15056042148 J REV-1500 EX Page 3 File Number 21-08-0304 Decedent's Complete Address: DECEDENT'S NAME William E. Burkey STREET ADDRESS - - 220 Second Street - -_ --- CITY STATE ZIP Enola PA ~ 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 13. Prior Payments C. Discount (1) 0.00 0.00 Total Credits (A + g + C) (2) 0.0 0 3. Interest/Penaltyifapplicable ____ -__ _-__ _ p. Interest 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. (4) Check box on Page 2 Line 20 to request arefund ---- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.0 0 A. Enter the interest on the tax due. (5A) E3. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) O.O O 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 :.................................................................................. ~ C, b. retain the right to designate who shall use the property transferred or its income :.................................... c. retain a reversionary interest; or ................................ ~ x .................................................................................. d. receive the promise for life of either payments, benefits or care? .............................................................. L ~ ~',~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without _ receiving adequate consideration? ....................................................................................................................... ^ X 'I 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?......... [~ 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. 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 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 cif 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. §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-1508 EX+(6-98) ,. COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Burkey, William E. 21-08-0304 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntlyrowned with the right of survlvorshlp must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 PNC Bank Checking Account 5140115734 11,544.46 Accrued interest on Item 1 through date of death 0.48 2 1963 Chevrolet Corvairs (2) -Project cars-not running 500.00 3 1968 Cadillac -Project car-not running 250.00 4 2000 Dodge Van 800.00 TOTAL (Also enter on Line 5, Recapitulation) I 13,094.94 (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 E (Rev. 6-98) REV•1151 E:K+ (12.99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Burkey, William E. 21-08-0304 ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. I Attorneys Fees Saidis, Flower & Lindsay 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Malinda E. Burkey Street Address 220 Second Street city Enola state PA zip 17025 Relationship of Claimant to Decedent SpOUSe 4. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 3,500.00 110.00 7. Other Administrative Costs 243.96 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 3,853.96 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 E}:+ (6.98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN continued RESIDENT DECEDENT ESTATE OF (FILE NUMBER Burkey, William E. 21-08-0304 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV-1513 E;C+ (9-00) SCHEDULE J COMMNHERITANCEDTAX RETURN ANIA B E N E F I C IARI E S RESIDENT DECEDENT ESTATE OF FILE NUMBEF2 Burkey, William E. 21-08-0304 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIV{NG PROPERTY DECEDENT (Words) ($$$) Do Not List Trustees I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Malinda E. Burkey 220 Second Street Enola, PA 17025 Spouse I The entire I 9,240.98 estate. ` I I Total I 9,240.98 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 Schedule J (Rev. 6-98) - .., .,, ., -~~ rvl ci4r hVC. G~~9 P. Q ~~~~I V~ Tl+e Thinking Hthlhd Tltie Maney May 12, 2008 Law 41~ces Sardis, Flower $. Lindsay Thomas E Flower z 109 Market St Camp Hill, PA 17011 RE: William E Burkty (Deceased) SSN_ 191-26-645g D()D: 02-19-200$ Dear N1r_ Flower: In response to your request for Uete of Deet$ balances for the customer rioted above, our records show the following: Checking Account Account # 514Q) 15734 Established 04-U 1-1973 WILLIAlvi E BiliRICEY DUD balance: $11,544.46 + Q_48 accrued izltetesl Please note that tb,is ofhee only provides date of death balances for deposit accounts (IRA,s, CDs, Checkirng arad Savir}gs account_s). We dv not process any fna~ciai tr'~et~sactiogs or provide stateauentm. If you need assistgnce with any of ihtse itcrtts, please call 1-888-PNC-SANK (1_888-762-7.265) ar stop by your local PNC_ Bank branch office. SmC ly, Colleen Crowder 1,800-762-1775 P7-PFSC-04-1~ SOQ First /~,ve Pittsburgh, PA 152 ] 9 Member FDIC ~'aoE• t „t• ~ ,. More Photos Condition < ~,,:..• : -Value Excellent $1,225 Good $1,063 Fair $800 Get Pricing on New Vehicles ~~~ ~~~w Local listings: ~ View Dodge Caravan ~' Search all Classifieds in 17043 Sei1 Your'Van/Minivan Average Consumer Rating (97 Reviews) Read Reviews ~'~~ -4.1 out of 5Review This Vehicle Check Out Our 10 hlostR.e~~rcFled VanjMlNvans 2008 Honda Odyssey 2008 Toyota Sienna 2008 Chrysler Town & Country 2008 Dod4e__Caravan Grand 2008 Mazda MAZDA5 2008 Nissan Quest 2008 Kia Sedona 2008 Chevrolet Uplander 2008 Hyundai Entoura4e 2008 Chevrolet Express Check out New Vehicles From Dodge Vehicle Highlights Mileage: 120,000 Engine: V6 3.0 Liter Transmission: Automatic Drivetrain: FWD Selected Equipment Chance Eauipment Standard 5 Passenger Power Steering Cassette Air Conditioning AM/FM Stereo Dual Front Air Bags Blue Book Trade-In Value Trade-in Value is what consumers can expect to receive from a dealer for atrade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Check Vehicle Title Histor Excellent $1,225 ~~~~ • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good $1,063 ~csur..T • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at reta i I . Most consumer owned vehicles fall into this category. Fair $S00 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional • Tlresmay need to be replaced. • There maybe some repairable rust damage. Poor N/A ~# LAW OFFICES JOHN E. SLIKE ROBERT C. SAIDIS JAMES D. FLOWER, JR CAROL J. LINDSAY JOHN B. LAMPI MICHAEL L. SOLOMON GEORGE F. DOUGLAS, III DEAN E. REYNOSA THOMAS E. FLOWER MARYLOLJ MATAS SAIDIS, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 -FACSIMILE: (717) 737-3407 EMAIL: attorney~sfl-law.com www.sfl-law.com July 16, 2008 Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: The Estate of William E. Burkey Dear Ms. Strasbaugh: CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (71'7)243-4614 REPLY TO CAMP HILL Enclosed are two (2) original copies of the inheritance tax return and an original copy of the inventory for the Estate of William E. Burkey to be filed in your office. A copy of both the inheritance tax return and the inventory are included to be time-stamped and returned to me in the enclosed self-addressed stamped envelope. A check in the amount of $30.00 is included to cover the filing fees. If you have any questions, please call. Sincerely, SAIDIS, FLOWER & LINDSAY i c~ ~ ~ ~ o ~ j , .~~, ~ c~ ~~~~ ~ f T,~Ann Seker °' -~; r -- T ~_ Paralegal --=:;~ r~ _- '' ~ ~ may; 1 n ~~ ~ Enclosures ~ N ~ - 0 js m m v m v m -~ m z 0 z 0 ~o~~ ~~~~ ~ `~ ~ ~ ~ T T T T T \V C `V \V D O ~ ~.. ^ ^ N O ~ ~ `_ 'LJ ~ O O x~ ^~ W ~ `G K ;.b ~ ~ Ct9 ~ ^^ TT1 W~ l J N ~~ 9 r ~ ~ C CQ o ~ /~ ~ F" fi r ~ H . t `~ a ~~ ~p ~ _ _~ V' ~ ~~~ ~ ` _ _.{ r~~ •• ..--