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Home My WebLink About02-02-09 (2)'J REV 1500 EX (OB-05) PA Department of Revenue Bureau of IndiHdual7azes PO BOX 280601 Hardsburg, PA 171250601 15056051058 INHERITANCE TAX RETURN RESIDENT DECEDENT Social Secudry Number Date of Death 169-14-0821 i (05/02/2008 i Decedent's last Name Sutfix Murray '. - _ . __ I i....___.__ ___~ I __. _... (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last.Name- Suffix , I i _ .._ __ Spouse s Social Security Number _.. _. i __. _ State PA I ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ------~~.__ __ -. REGISTER OF WILLS FILL IN APPROPRWTE OVALS BELOW Ct#J 1. Odginal Return O 2. Supplemental Retum O 3. Remainder Ratum (date of death O 4. Limited Estate O 4a. Future Interest Compromise (date of pdor to 12-13-82) O 5. Federal Estate Tax Return Required death after 12-12-82) dJ 6. Decedent Died Testate 4 (Attach Copy of Will) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) _„__ S. Total Number of Safe Deposit Boxes O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 CORRESPONDENCE AND CONFID ENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name __ Daytime Telephone Number Karen M. Balaban . _ -. . (717) 232-3708 FirmName (If Applicable) . .. _. . - __ .... _. ____,.- ...__._. ._ , ~ Karen M. Balaban LLC _ ~__._ ( REGISTER OF WILLS USE ONLY ~ ~ First line of address .__ __ __r_. .._ .. -- -- _ . _~.-_.____ 223 State Street i Second Ilne of address --- ---~ -~ -' ~ rv I P.O. BOX 621 city or Post Office Harrisburg Correspondent's a-mail address: uncer penalties or perjury, I declare that I have examined tole return, Ir tt la We, cortect end complete. Dedarellon o1 preperer other than the SIGNF~TURE OF PF(25091 RESPONSIBLE FOR FILING RETURN OFFICIAL USE ONLY County Code Year File Number 21 i 08 0659 Date of Birth ~ 06/26/1920 j Decedent's Fret Name ~ MI ___~_ __.. __.-..._._ _..__..__ _ I I Mae , ~ .F ; _ ~ ~ __; Spouse's First Name MI 1 ~ ~ I ZIP Code t--. ?17108-0821 :hedulea and statements, and to the BiAI of my kr Is based on all intormatlon a(which preperer has 'TT rn tTJ a r. :`i c: r a,'i~ _.S ~. -...- J t.`. "_ ) , ' _ ., i 145 Tice Lane, Lebanon, PA 17042 SIGNATURE OF PREPARER OTHER T~ i q~ {tEp{tESENTATIVE DATE nJ /`t iv-°'+w'I~r~. 02/02/09 ADDRESS P.O. Box 821, Harrisburg, PA 17108-0821 L 15056051058 Side 1 15056051058 \, \ v .~ REV-1500 EX 15056052059 Mae F Murray RECAPRULATION 1. Real estate (Schedule A) ............................................. 1 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Propdetorship (Schedule C) ..... 3. Decedent's Social Secudty Number 169-14-0821 106,700.00 0.00 I 4. Mortgages 8 Notes Receivable (Schedule D) ............................. 4. r __.__ 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 6, Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 11 7. Inter-Vivos Transfers d Miscellaneous Non-Probate Properly ("""°` (Schedule G) O Separate Bllling Requested........ 7. S. Total Gross Aaseta (total Lines 1-7) ................................... . 8. 0.00 0.00 2,039.66` N -__.._m__,_. 28,713.47 0.00 137,453.13 9. Funeral Expanses & Administrative Costs (Schedule H) ..................... 9, 10. Debfs of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 8 10) ................................... 11. 12,936.31 ' 7,100.82 , 20,037.13 12. Net Value o/ Estate (Line 8 minus line 11) .......... .. 12 ~ __ ~~ 13. ..... Chadtable and Governmental Bequests/Sec 9113 Trusts for which .. . ~-'~ ~- -- ~- 117 416.00 - ~ ~- _ an election to tax has not been made (Schedule J) ....... ....... ;. ~ 13 ~ ....... .. . .0.00 '. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. ........ .. i 117,415.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sea 9116 ( -- --- - - --; _.__. ___. .. -..., (a)(1.2) X .0_ 15 ._ -.___ 16. Amount of Line l4 taxable C` .~ `" ~- ~-! (---....--. ---___..._ . _,- .~__ at lineal rate X .0 45 117 416 00 ' ~ ~~~ -~~~ 1g i _____. 5 283.72 ; 17. Amount of Line 14 taxable ""'-"~° '"""" '~'- •°-°-i at sibling rate X .12 _ ~ -~-~-- 17 '~ i 0.00 18. .__~'~~`-' '" ` ~ Amount of Line l4 taxable at collateral rata X .15 ~ 18 0.00 19. TAX DUE ........................................................ . 19.' 5,283.72 I 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O L. 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: FII~NUmbgr ~21~EI Og ,0659 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Mae F Murray 169-14-0821 STREETADDRESS 1007 E. Coover Street CITE STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credfls/PaymeMs A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A+B+C) (2) 3. InlerestlPenalty if applicable D. 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. FIII In oval on Page 2, Llne 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. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. - (5B) 5,283.72 0.00 0.00 0.00 5,283.72 0.00 8,283.72 yr Make Checkk Paya~,bpple to: REGISygT~EgR OF WILLS, AGENT '"i~.,.,~i. ~.~': ~i'ir~K?'R.~..... •9 ~~`"Afn~x.~.ti; :ir'~"~r.S' ''ls'y'.. .. 'S'~ti:k 7.e:~ ~ .. j ~ °.d'~`: x .~.'si i"~,a': u. .. •... 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 :................................................................................... ....... ^ b. retain the right to designate who shall use the property transferted or its income :..................................... ....... ^ c. retain a reversionary interest; or ................................................................................................................... . ^ d. receive the promise for life of either payments, benefls or care? ............................................................... ...... ....... ^ 2. If death occurred after December 12, 1902, did decedent transfer propery within one year of death without receiving adequate consideretion7 ........................................................................................................ ...... ^ 3. Did decedent own an "in Wsl for or payable upon death bank account or secudty at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designafion? .................................................................................................................. ...... ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 [/2 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 Vansfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sfill applicable even if the surviving spouse is fhe 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 lwentyone years of age or younger at death to or for the use of a natural parent, an adopfive parent, or a stepparent of the child is zero (O) 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. COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Mae F. Murray 21-08-0659 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wllling seller, neither being compelled to buy or sell, both having reasonable knowledge of Me relevant facts. Real property which is Jolntlyrowned witA right of survivorehlp must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER VALUE AT DATE OF DEATH 1007 E. Coover Street, Borough of Mechanicsburg Orchard Crest Development; Ranch-style residential dwelling (original kitchen and bathroom fixtures; original carpet) TOTAL 106,700.00 $106.700.00 REV-1508 EX+ (8-g8) COMMONWEALTH OF PENNSYLVANIA SCHEDULE E INHERITANCE TAX RETURN CASH, BANK DEPOSITS, & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Mae F. Murray FILE NUMBER 21-08-0659 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. ITFM nrcnni~r~.... NUMBER 1. 2. 3. TOTAL State Retirement (Received May 30"') State Retirement (Received June 30'^) Clothing, personal effects, household furnishings OF DEATH 794.83 794.83 450.00 2 039.66 REV450p E%r(1-W)(II COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY-OWNED PROPERTY Mae Murray e an ease[ 21-08-0659 one year of the decedenra date of death it must be reported on Schedule A. Robert J. Murray 12 Pocono Dr., Mechanicsburg, PA 17055-5569 'n'r son B. C. JOINTLY-OWNED PROPERTY: REM LETTER DATE DESCRIPTION OF PROPERTY NUMBER FOR JOINT MADE I D nclude name of flnenclal institutlon and bank account number or simil TENA A6 DATE OF DEATH ar VALUE OF SET NT JOINT klentifying number. Attach deed forjdntly-held real estate. DECD'S VALUE OF INTEREST DECEDENTS INTEREST t~ A• PSECU Account No. 169-14-0821 P.O. Box 67013 Harrisburg, PA 17106-7013 Regular Shares(S01) 38 206 82 Checking (S04) , . 50% 19,103.41 Money Market(S07) 4,760.47 50% 2,380.24 24 Month Certificate (S50) 13,200.46 0 ~ /O 6,600.23 24 Month Certificate (S51) 568 99 50% 284.50 690.17 50% 345.09 TOTAL (Also enter on line 6, Recapitulation);28,713.47 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Mae F. Murray FILE NUMBER 21-08-0659 ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES Malpezzi Funeral Home, Mechanicsburg, PA 10,527.45 B• ADMINISTRATIVE EXPENSES 1. Personal Representative Commissions 2. Attorney Fees: Karen M. Balaban LLC $1,200.00 3. Probate Fees - Register of Wills (Cumberland County) 310.00. 4. Stirna's Restaurant, Scranton post-internment reception 898..86 TOTAL $ 12.936.31 REV-1512 EX+ (12.03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT MAE F. MURRAY SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS 21-08-0859 ITEM NUMBER DESCRIPTION AMOUNT United Water of PA water bill Dan Snyder lawn care Dr. Rastagi Continuing Care Rx Verizon presciptions PPL phone bill Flagship Rehab electric bill Montour Oil Barry L. Heckard heating oil bill United Water of PA County 8 local real estate taxes PPL water bill Lower Allen EMS electric bill Ambulance Continuing Care Rx Bethany Village prescriptions Flagship Rehab rent for assisted living care CP02 Dan Snyder oxygen lawn care PPL Barry L. Heckard, Sr. U electric bill School real estate ta nited Water of PA xes water bill Mechanicsburg Boro AT&T sewer & refuse Encompass Ins. long distance Fire insurance United Water of PA water bill PPL Dan Snyder electric bill CPO Two Inc. lawn care final bill Mechanicsburg Boro Pa State Retirement S sewer/refuse y Keystone National stem -refund overpayment of retirement checks fire insurance United Water of PA water bill PPL Dan Snyder electric PPL lawn care Mechanicsburg Boro electric United Water of PA sewer /refuse water 8.67 120.00 12.47 268.54 22.78 26.14 14.21 135.00 593.12 8.68 27.20 634.00 22,79 737.74 30.86 83.19 225.00 34.70 445.70 8.68 238.00 17.25 250.47 79.39 82.32 120.00 72.58 111.52 1,536.67 713.00 8.78 57.90 210.00 19.31 108.32 17.84 7 100.82 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE J RESIDENT DECEDENT BENEFICIARIES ESTATE OF Mae F. Murray FILE NUMBER 21-08-0659 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE OF ESTATE TAXABLE DISTRIBUTIONS: Robert J. Murray 12 Pocono Drive Mechanicsburg, PA 17055-5569 son 50% 2. Mary Keener 145 Tice Lane Lebanon, PA 17042 daughter 50%