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Home My WebLink About10-23-08 (2)J 15056051058 REV-1500 EX (06-05) PA Department of Revenue OFFICU\L USE ONLY Bureau of Individual Taxes County Code Year Flle Number PO BOX 280601 INHERITANCE TAX RETURN - -- -- --- Hanisburg, PA nt26-0so1 RESIDENT DECEDENT 21 08 0227 Date of Birth :.. _ ................................................. __.. 09/08/1931 ._......._....... Decedent's First Name MI .__ .. _... RICHARD ~ Spouse's First Name MI __. . i THIS RETURN MUST BE FILED IN DUPLICATE WITH THE -- --- --- REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW c~ 1. Original Retum Cl~'i 2. Supplemental Retum } 3. Remainder Return (date of death r' t 1 C~3 4. Limited Estate ~ 4a. Future Interest Compromise (date of d p for o 2-13-82) t 5. Federal Estate Tax Return Required eath after 12-12-82) C*2 6. Decedent Died Testate t~? (Attach Copy of Will) 7. Decedent Maintained a Living Trust 1,,,,... 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) ~ 9. Litigation Proceeds Received t 10. Spousal Poverty Credit (date of death b t 11. Election to tax under Sec. 9113(A) etween 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD B N ame E DIRECTED T0: Daytime Telephone Number THOMAS E. FLOWER ~~ (717) 737-340 ~ Firm Name (Jf Applicable) _. _ a~ , - „_ SAIDIS, FLOWER LINDSAY _. REGISTER S USE Ofd ~ ~" °~" , ~ __ First line of address . --- - _ t - ~T N ~ -- ,_. _ ....__ 2109 MARKET STREET ~ ~ `~~'` (.- _. 7 ~~ ._. ~ _. _ _. Second line of address - " 3~ J~- ~ , ! - __ 2109 MARKET ST _ ~" ~~ ~~~~"~ ~ ,,_ - - - ~~ •• City or Post Office ...........State ZIP Code ~ :`' ~ DATE FILED ~"~ CAMP HILL __ __ PA 17011 Correspondent's a-mail address: Under penalties of pery'ury, I declare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeGaretion of preparer other than the personal representative i b d SIGN URE OF P RSON RESPO SIBLE NG s ase on a ll information of which preparer has any knowledge. ~ . ADDRES / DATE / ~ ~ ~/i(Q p~ . McHALE, 1198 RAGLEY HALL ROAD N.E., ATLANTA. GA sn~~4 15056051058 Side 1 15056051058 ~6 SAIDIS, FLOWER ~ LINDSAY, 2109 MARKET ST., CAMP HILL, PA 17011 PLEASE USE ORIGINAL FORM ONLY vo O ! ~ ~~ 15056052059 REV-1500 EX Decedent's Social Security Number CHARD __ Decedent's Name: J WORRALL ; 206 22-7244 rctGgrl ru CATION - - _- ~~-~ ' 1. Real estate (Schedule A) ......................................... .... 1. ? 2. Stocks and Bonds (Schedule B) ................................... ~_~,,mme~.n~_~- ..~,,,~...~ _ .. 2. '. 10,000.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . ...__.~.~ _~ __..._~.~.._____~ .w~._.... .... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ......................... .... 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .... ,w~ ..~~,..~ ,. __m,.m_ ~..r.~.em.~ _ _ ' .. 5. 550.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested ... ___~.. ... 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . . °µ------°-°--°°°---••------•---------•--- (Schedule G) C° Separate Billing Requested.... .... 7. 6. Total Gross Assets (total Lines 1-7) ..... __ , m..,~ ~._~.__ ~,~ ~. _~~w ........................... .... 8. 10,550.00 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. w,._...__..__ .~.~ .. ~~_.__,....~....-.....__ ... 10. Total Deductions (total Lines 9 & 10) .... _~,~ ~a~._..A~... ____v..~.~..~.~n w ............................ ... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... ~' 12. i 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which - °---------°-°--°------•---~--- ------..~_. m an election to tax has not been made (Schedule J) ..................... ..__... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ... w____..~. __._., _ ._..~. ._ ~ ~ ; _ .................. ... 14. 1 n 55n nn iru ~~mrurATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0._ 16. Amount of Line 14 taxable 15. ,.._ -.~._ at lineal rate X .0 _ 17. Amount of Line 14 taxable 16 ~~•-~-~ ~ at sibling rate X .12 ? 18. Amount of Line 14 taxable 1 ~ ----- at collateral rate X .15 18 19. TAX DUE ........ ............................................. .... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 633.00 791.25 1,424.25 C ::~ 15056052059 REV-1500 EX Page 3 Fils Number ecedent's Complete Address: s 21 os X0227 RICHARD J WORRALL DECEDENTS SOCIAL SECURITY NUMBER STREETADDRESS 206-22-7244 506 BRIGHTON PLACE CITY MECHANICSBURG STATE ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 1,424.25 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable Total Credits (A + B + C) (2) D. Interest E. Penalty 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal InterestlPenalty (D + E) (3) Fill in oval 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) 1,424.25 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPR OPRIA TE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transfen•ed :................................. Yes No b. retain the right to designate who shall use the property transfened 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 securit at his or h d th? ^ y er ea .............. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ^ contains a beneficiary designation? ................................................... n n 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 espouse 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 n_ of e__ x _emot 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(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-1503 EX+ (6-96) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RICHARD J. WORRALL FILE NUMBER 21-08-0227 All property jointly-owned with right of survNorshlp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~' .:$10,000 GIRTY'S RUN JOINT SEWER AUTHORITY REVENUE BOND 1R-0145 10,000.00 CUSIP #37635UAG3 TOTAL (Also enter on line 2, Recapitulation) S 10,000.00 (If more space is needed, insert additional sheets of the same size) ,REV-1508 EX+ (6-98) SCNEp11LE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF RICHARD J. WORRALL FILE NUMBER 21-08-0227 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1' AMERICAN EXPRESS TRAVELERS CHECKS 550.00 TOTAL (Also enter on line 5, Recapitulation) 3 550.00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNED~ILE J BENEFICIARIES ESTATE OF RICHARD J. WORRALL NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under FILE NUMBER 21-08-0227 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List TNSteelsl r1C CCTATC ....Sec. 91161a1(1.2)l 1 MARLENE W. McHALE, 1198 RAGLEY HALL ROAD N.E., ATLANTA, GA sister 2 THOMAS M. McHALE, 1198 RAGLEY HALL ROAD N.E., ATLANTA, GA brother-in-law II ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON RE' NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 5,250 5,250 ; /-1500 COVER SHEET B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHFFr t (If more space is needed, insert additional sheets of the same size)