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Home My WebLink About09-25-08 (2)REV-1500 EX + (600) COMMONWEALTH OF REV 15 0 0 OFFICIAL USE ONLY PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 , - O s 0 3 1 9 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER H Z REPMAN, LINDA S. 2 1 0- 4 2- 1 8 5 1 lJJ 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 V 02!2112008 03H 6!1954 lL (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ ~ 1.Original Retum ~ 2. Supplemental Retum ~ 3. RemainderRetum (date of death prior to l2-13-82) Q ~ a ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date of deatn after t2-12-az) ~ 5. Federal Estate Tax Retum Required c=i a m ~ 6. Decedent Died Testate (Attach copy ofwiq ~ 7. Decedent Maintained a Living Trust (Anach copy ofrrust) _ 8. Total Number of Safe Deposit Boxes a a ~ 9. Litigation Proceeds Received ~ 1 O. SpoUSal POVerty Credit (date of death between 12-31-91 and t-1-95) ~ 11. Election to tax under Sec. 9113(A) (Anach sch o) F THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AN D CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: w NAME COMPLETE MAILING ADDRESS °z MURREL R. WALTERS III 54 EAST MAIN STREET FIRM NAME (If Applicable) w p TELEPHONE NUMBER ~ 71 T-697-4650 MECHANICSBURG PA 17055 OFFI • L USE ONL-Y 1. Real Estate (Schedule A) (1) __ O ,.-•:~, - _; - ~ ~ , , 2. Stocks and Bonds (Schedule B) (2) ~ G/~ - :?"? ~-~ ~` ` 3. Closely Held Corporation, Partnership or Sole- Proprietorship (3) ~' ~ to (.31 - - 4. Mortgages & Notes Receivable (Schedule D) (4) ;~~; _ ~-, ~ _ , ~„ 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 37,142.51,- - ~~ '~ - (Schedule E) = Z ~ ~-- O_ 6. Jointly Owned Property (Schedule F) (6) . ~p ~ Q ~ Separate Billing Requested J ~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) H a Q U W (schedule G or L) 8. Total Gross Assets (total Lines 1-7) (g) 37,142.51 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 5,096.27 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11,477.68 11. Total Deductions (total Lines 9 810) (11) 16,573.95 12. Net Value of Estate (Line 8 minus Line 11) (12) 20,568.56 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 20,568.56 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z _O H Q H a 0 U X Q I-- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate X 17. Amount of Line 14 taxable at sibling rate 20,568.56 X 12 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 19. Tax Due 20. 0.00 (16) 0.00 (17) 2,488.23 (1 g) 0.00 (1 g) 2,468.23 0.00 X (15) > > BE SURE TO ANSWER ALL QUESTIONS'ON REVERSE SIDE AND RECHECK MATH < < ~eceaent~s complete Aaaress: STREET ADDRESS 318 E. MAIN STREET 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 C. Discount 3. InteresUPenalty if applicable D. I nterest E. Penalty (1) 2,468.23 Total Credits (A + B + C) (2) Total InteresUPenalty (D + E ) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) 0.00 (5) 2,468.23 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 2,468.23 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 ...................................................................................................... ^ ^X d. receive the promise for life of either payments, benefits or care? ............................................................. ^ Q 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 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. SIGNATURES PERSON f~ESPONS])3LE FOR FILING RETURN DgTE S. " 5 PA REET, DALLASTOWN PA 17313 SIGNATURE OF AR REPRESENTATIVE E t ~ ~~ d ADDRESS MUR EL R. WALTERS, 111, ESQUIRE _ _ 54 EAST MAIN STREET, MECHANICSBURG, PA 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 orfor 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 orfor 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 orfor 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)] 0.00 0.00 The tax rate imposed on the net value of transfers to orfor 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-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER REPMAN. LINDA S. 21 08 0319 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1999 RAREFY MOTORCYCLE 10,450.00 SALE PRICE 2. 2004 MAZDA RX8 AUTOMOBILE 11,400.00 SALE PRICE 3. 2002 JEEP WRANGLER ~ 6,500.00 4. COMMERCE BANK 743.34 CHECKING 5. HOUSEHOLD GOODS 8 PERSONAL POSSESSIONS 7,449.17 - NET AUCTION PROCEEDS 6. U.S. TREASURY 600.00 ECONOMIC STIMULUS TOTAL (Also enter on line 5, Recapitulation) I $ 37 142.51 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER REPMAN LINDA S 21 08 0319 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. KOLLER FUNERAL HOME 2,306.32 2. MINISTER HONORARIUM 100.00 6. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) CRAIG S. GREENAWALT (RENOUNCED) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address 215 SOUTH PARK STREET City DALLASTOWN State PA Zip 17313 Year(s) Commission Paid: 2008 2, Attorney Fees MURREL R. WALTERS, 111 2,500.00 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 REGISTER OF WILLS -CUMBERLAND COUNTY 155.00 5 Accountant's Fees 6. Tax Return Preparer's Fees 7. ESTATE CHECKING 26.75 8. POSTAGE 8.20 TOTAL (Also enter on line 9, Recapitulation) I $ 5,096.27 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) SCHEDULE 1 DEBTS OF DECEDENT , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER REPMAN LINDA S 21 08 0319 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, WACHOVIA FINANCIAL 8,043.02 AUTO LOAN PAYMENTS 2. PA DEPARTMENT OF REVENUE 85.77 2007 STATE INCOME TAX 3. WESTAB 9.00 2007 LOCAL INCOME TAX 4. PROGRESSIVE 562.00 CAR INSURANCE g, ppL 503.84 ELECTRIC 6. MECHANICSBURG BOROUGH 53.48 WATER/SEWER 7. PENDOT 46.00 JEEP REGISTRATION 8. MT. WOLF MEDICAL CENTER 61.00 9. TIGER TRASH 383.60 REFUSE REMOVAL 10. MT. ZION OFFROAD 860.72 JEEP TIRES 11. DOUG DIETZ 300.00 PAYMENT FOR DAMAGE TO MOTORCYCLE 12. AUTOZONE 15.67 OIL CHANGE 13. APPLE FORD 29.20 INSPECTION -JEEP 14. SCHMIDT AUTO 24.38 INSPECTION -JEEP 15. SHIPLEY OIL 500.00 FUEL OIL TOTAL (Also enter on line 10, Recapitulation) S 11,477.68 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (P-nrn SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MA LINDA I RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. CRAIG S. GREENAWALT Sibling 18,100.33 215 SOUTH PARK STREET DALLASTOWN, PA 17313 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 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size)