HomeMy WebLinkAbout09-25-08 (3)J 15056041169
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year Fite Number
PO Box 290601 INHERITANCE TAX RETURN L~' n ~ ~ C~C
Harrisbur PA 17128-0501 RESIDENT DECEDENT t/
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
462-92-3804 09232007 10281957
Decedent's Last Name Suffix Decedent's First Name MI
WRIGHT MICHAEL L'
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
WRIGHT KAREN R
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
452-21-0494 REGISTER OF WILLS
FILL INAPPROPRIATE BOXES BELOW
® 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) {Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCEAND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
KEV IN M. SCOTT, ESQ. 717.257.7551
Firm Name (If Applicable)
SAUL SWING LLP
First line of address
2 NORTH SECOND STREET, 7TH FLOOR
Second line of address
City or Post Office
HARRISBURG
State ZIP Code
PA 17101
REGISTER QF.+IHILLS USE Ot~trY
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Correspondent's a-mail address: KS COTT@SAUL . COM
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 co e. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATUR RESPONSIBLE FOR FILING RETURN DATE
ADDRESS '
22 NORTH PATTERSON PARK AVENUE, BALTIMORE, MD 21231
Side 1
15056041169 15056041169
SAUL SWING LLP, 2 NORTH SECOND STREET, 7TH FLOOR, HARRISBURG, PA 17101
PLEASE USE ORIGINAL FORM ONLY
15D56D42160
REV-1500 EX
Decedent's Name: MICHAEL L WRIGHT Decedent's Social Security Number
4 62 - 92 - 3 8 04
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. 2 2 , 116.6 8
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested .... ... 6. 2 , 13 3 . 3 9
7. Inter-~vos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested .... ... 7.
8. Total Gross Assets (total Lines 1 - 7) ................................ ... 8. 2 4 , 2 5 0 . 0 7
9.
p ( ) ..................
Funeral Ex enses & Administrative Costs Schedule H g.
... 9 , 9 0 6.71
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. .. 10.
11. Total Deductions (total Lines 9 & 10) ................................ . . 11. 9 , 9 0 6.71
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 14 , 3 4 3 . 3 6
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, or
transfers under Sec. 9116
0 0
0
(a)(1.2) x .0_ . 15.
16. Amount of Line 14 taxable 3 4 3 . 3 6
14 16
at lineal rate x .04 5 , .
17. Amount of Line 14 taxable 0
0 0
at sibling rate x .12 . 17.
18. Amount of Line 14 taxable 0 0
0
at collateral rate x .15 . 18.
19. TAX DUE ........................................................ 19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
14,343.36
0.00
645.45
0.00
0.00
645.45
Side 2
15056042160 15056042160
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21- 0 7 - 010 3 0
DECEDENT'S NAME
MICHAEL LEE WRIGHT
STREETADDRESS
$14 YVERDON ROAD
CITY STATE ZIP
CAMP HILL PA 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit 0
B. Prior Payments 0
C. Discount 0
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penally Total InterestlPenalty {D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in box on Page 2, 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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
645.45
0.00
0.00
645.45
25.00
670.45
Make Check Payable fo: 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 : ........ . ............................... .. ^ 0
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? .................................................. .. ^
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 of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased childtwenty-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)]. 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)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES{DENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8~ MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
MTC''HARL LEE WRIGHT 21-07-01030
include the proceeds of litigation and the dale the proceeds were received by the estate.
All orooertv jointly-owned with right of survivorship must be disclosed on Schedule F.
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ ($-9$)
SCHEDULEF
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
MICHAEL LEE WRIGHT 21-07-01030
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G
SURVIVING JOINTTENANT(S) NAME ADDRESS RELATIONSHIPTO DECEDENT
A. CHRISTOPHER L. WRIGHT 22 NORTH PATTERSON PARK AVENUE SON
BALTIMORE, MD 21231
B. OSCAR O. WRIGHT
C.
JOINTLY-OWNED PROPERTY:
22 NORTH PATTERSON PARK AVENUE FATHER
BALTIMORE, MD 21231
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION ANO BANK ACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REALESTATE.
DATE OF DEATH
VALUE OFASSET %OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
t. A./g . BANK OF AMERICA-#0026-6623-4744 6,400.82 33.33 2,133.39
TOTAL (Also enter on line 6, Recapitulations b 2 , 13 3 . 3 9
(If more space is needed, insert additional sheets oithe same size)
REV-1511 EX+ (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
MICHAEL LEE WRIGHT 21-07-01030
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~~ HOWELL FUNERAL HOME 1,545.00
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
StreetAddress
City
Year(s) Commission Paid:
2. Attorney fees 2, 0 0 0. 0 0
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3 , 5 0 0 . 0 0
Claimant KAREN RUTH WRIGHT
StreetAddress 814 YVERDON ROAD
4
5
6
7.
8.
9.
10.
11.
City CAMP HILL State PA ZIP 17011
Relationship ofClaimanttoDecedent WIFE
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
ALL5PORT RV CENTER - COMMISSION ON SALE OF 5TH WHEELER
ALLSPORT RV CENTER - STORAGE FEES
SAUL EWING - COPIES, MILEAGE, POSTAGE
SENTINEL - ADVERTISE GRANT OF LETTERS
CUMBERLAND LAW JOURNAL - ADVERTISE GRANT OF LET
170.00
2,000.00
420.00
54.05
142.66
75.00
TOTAL (Also enter on line 9, Recapitulation) I $ 9 , 9 0 6.71
State ZIP
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
MICHAE L LEE WR1GH'1' ~1-~ ~ -~~.,~~
RELATIONSHIPTO DECEDENT AMOUNT OR SHARE
NUMBER NAMEANDADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
t TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2))
CHRISTOPHER LEE WRIGHT SON 1000
22 NORTH PATTERSON PARK AVENUE
BALTIMORE, MD 21231
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWNABOVE ON LINES 15 THROUGH 1 8, AS APPROPRIATE, ON REV-1500 COVER SHEET
tl NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICHAN 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 $
(If more space is needed, insert additior;al sheets of the same size)
BankofAmerica~~
Southern California Legal Order Processing
Request For Information #25405, CA9-705-05-21
P.O. Box 3609
Los Angeles, CA 90051
This Information is CONFIDENTIAL and furnished
as a matter of business courtesy. No responsibility
is assumed by this bank or its officers.
Saul Ewing at Law
2 North Second Street, 7th Floor
Harrisburg, PA 17101-1619
01/08/08
Per your request, the following is information on the account(s) maintained for
Estate of Michael L. Wright and Karen R. Wright.
ACCRt~l?''>
ACCQUNT TYPE ACC4UNT# INTERIrST B#l:,At`[CE
1. Business Checking 0060 7810 0601 n/a $6,466.68
2. Checking 0026 6623 4744 n/a $6,400.82
3. Checking 0057 4093 7056 $15.43 $56,626.40
4. Savings 0026 6741 0053 $0.00 $137.08
5. IRA 800 000 0067 6345 $1.82 $1,421.28
The date of death balances as of 09!23/2007 and accrued interest are indicated above. Accrued
interest is not included into the balance. Account #1 is held as Lone Star Enterprises (Michael
L. Wright). Account #2 is held Christopher L. Wright or Oscar O. Wright and Michael Wright.
Accounts #3 and #4 are held as jointly by Karen Wright and Michael L. Wright. Account #5 is held
individually by Michael L. Wright. Our records show there is credit card (4888-6032-1923-4366)
on file, for information please call 1-800-732-9194, they should be able to assist you.
Please note that Bank of America has implemented a $20.00 processing fee for each
request received to provide balance information on accounts held in the name of our
customer as of the date of death. Please provide us with the appropriate payment
at your earliest convenience.
Sincerely, ~~~
Sarkis Melkonyan Officers;
Lead Operations Representative
(213)240-3457
Reference Number: L1203-613
Please send proper documentation with each request.
Requests without such documents risk being returned unprocessed.
OS-U-14866 7-2000