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Home My WebLink About07-17-08 ENTER DECEDENT INFOR Social Security Number 188 12 2383 Decedent's Last Name MOHNEY Date of Death 10 28 2007 (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name MOHNSY Spou:>e's Sociai Security Number FILL IN APPROPRIATE OVALS BELOW ~~ 1. Original Return 4. Limited Estate fX g Decedent Died Testate - (Attach Copy of wil) Date of Birth 08 17 1922 Suffix Decedent's First Name MI MAZI}3 H Suffix Spouse's First Name MI FRANKLIN H THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after t2-12-82) XI 7 Decetlent Maintained a Living Trust -J (Attach Copy of Trust) 3. Remainder Return (date of death prior to '12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit (date of death t 1. Election to tax under Sec. 9713 A between 12-31-9t and 1-t-95) ~ ( ) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL 7AX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GARY L. JAMS SSQ. 717 533 3280 Firm Name (If Applicable) JAMBS, SMITH, DIETTBRICR & First: line of address 134 SIPS AVBNUB Second line of address City or Post Office State ZIP Code H17MMBLSTOWN PA 17036 Correspondent's a-mail address: 9 I J ~) S d C. C O m rv REGIS~R OF WILL~SE ONL' Y ~' O , ,-~ ~ t--~-; _..,f 1 ~" C- r -_ ~ -7 - ~ t,,,? Tl ~ :: r i t .j ~-- _~ - , _ .. TE FILED CO 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 l:rue, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SI~~IATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE /~~~~ .~ cam, ~-~ ~~r~.~ Franklin H. Mahoney °"Z - (- Zp~a ~ 2958 Lincoln Street, Camp Hill, PA 17011 SIG<'dAT E OF PREPARER THER THAN REPRESENTAT DATE ary L. James Esq. 'T (- ?fin ~ ADDRESS 134 Sipe ue, H mmelstown, PA 17036 Side 1 15056041147 1505b041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year Frte Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 - 2 1 ~ ~y ~ ~~-/ Harrisburg, PA 17128-0601 RESIDENT DECEDENT 15056041247 J~ 15056042148 REV-1500 EX Decedent's Name: MaZle B. Mohney 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. 6. Jointly Owned Property (Schedule F) ~_ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7. 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. 12• Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1;;. Charitable and Governmental BequestslSec 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 1!i. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 0 . 0 0 15. 1G. Amount of Line 14 taxable 6 4 7, 7 9 9. 0 0 1s. at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 1 ~~ at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 18. at collateral rate X .15 . 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 188 12 2383 663,297.00 663,297.00 15,498.00 15,498.00 647,799.00 647,799.00 0.00 29,150.96 0.00 0.00 29,150.96 Side 2 15056042148 15056042148 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-- DECEDENT'S NAME Mazie B. Mohney STREET ADDRESS 29!58 Lincoln Street CITY 'STATE i ZIP I Camp Hill PA ~, 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 29,150.96 2. Credits/Payments q,_ Spousal Poverty Credit E',. Prior Payments C.. Discount 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresUPenalty if applicable - ~i, Interest E. Penalty ____ Total InteresUPenalty (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) 29,150.96 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 2 9 ~ ~ rJ Q , 9 s 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 :.................................._ ~ ~,~ 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? .........................................._........................................................................... ^ L~ 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 :>pouse 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 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 12) [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-7b10 EX+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Mohney, Mazie B. 21-- This schedule must be completed and filed if the answer to any of questions t through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 3,600 shares of Chevron Corp -Com; titled in the 331,713.00 331,713.00 Mazie B. Mohney Living Trust dated 2-11-02; valued per public listing, CUSIP #166764100 2 6,600 shares of PPL Corp -Com; titled in the 331,584.00 331,584.00 Mazie B. Mohney Living Trust dated 2-11-02; valeud per public listing, CUSIP #693517106 TOTAL (Also enter on Line 7, Recapitulation) I 663,297.00 (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 G (Rev. 6-98) REV-1161 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Mohney, Mazie B. 21-- Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBED p, FUNERAL EXPENSES: See continuation schedule(s) attached 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. ~ Attorney's Fees James, Smith, Dietterick ~ Connelty, LLP 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. I Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 13,748.00 1,500.00 7. Other Administrative Costs 250.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 15,498.00 Copyright; (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1602 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Mohney, Mazie B. 21-- Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1b02 EX+ (6-98) SCHEDULE H-67 OTHER ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mohney, Mazie B. 21_ Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-87 (Rev. 6-98) REV-16t3 EX+ (8-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE: OF + FILE NUMBER Mohney, Mazie B. I y~_ NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE d Wo AMOUNT OF ESTATE po Not Lfst Trustee(s) r s) ( ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)j 1 Charles E. Gutshall Son Remainder 647,799.00 215 Northgate Drive interest in Camp Hill, PA 17011 Mazie B. Mohney Fatuity 2 Franklin H. Mahoney Spouse 2958 Lincoln Street Camp Hill, PA 17011 Total 647,799.00 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.OO Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) July 16, 2008 ., y ESTATE Glenda Farner Strausbaugh SECURITY Register of Wills & ; .~ Clerk of Orphans' Court ~--~ . ~ ..,"~~ 1 Courthouse Square Carlisle, PA 17013 R:E: TRUST ESTATE OF MAZIE B. MOHNEY, DECEASED Social Security # 188-12-2383 Denise M. Long dml@jsdacom Dear Ms. Strausbaugh: Enclosed are the following documents to be filed in the above-referenced Estate: 1. An original and two (2) copies of the Pennsylvania Inheritance Tax Return. 2. A check made payable to the "Register of V~ills, Agent" in the amount of Twenty Nine Thousand One Hundred Fifty and 96/100 Dollars ($29,150.96) representing the Pennsylvania Inheritance Tax due. 3. A check made payable to the "Register of Wills, Cumberland County" in the amount of Fifteen Dollars ($15.00} representing the filing fee. 4. An original and one (1) copy of the Estate Information Sheet. 5. A copy of the Trust Document. There is no Inventory being filed as there were no probate assets. Please time-stamp the additional copy of the Return and return to me in the enclosed s~h~;'~ --- addressed, stamped envelope. ~- ~ ~~,~ _ a'' ~ ; ~. If you have any questions, please feel free to give me a call. ~`~"-~ 0 Sincerely, JAMES, SMITH, DIETTERICK CONNELLY, LLP Denise M. Long 134 SIPE AVENUE HUMMELSTOWN, PA 17036 MAILING ADDRESS PO. BOX 650 HERSHEY, PA 17033 TOLL FREE 1.800.942.3660 TEL. 717.533.3280 FAX 717.533.7771 www.jsdacom - Z. ,. r_~_~;~,~_~ . +~ a ~:_ TER ~ ~flQB .,-~.~L 17 Aid i I ~ O 1 CLERK >~~S a -- ~ o as '= ~ U c`o . ~~ ~co =~cn~ ~Q ~ ~ .~ a~ L ,~ fl. tq __ LL ~ O O f1 i ~ ~ ~ O 'C ~ C~~L O.tn m ~ ~U c`u