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Home My WebLink About03-30-09J 1505607120 REV-7500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO 60X.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 9 O 116 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 160 44 0851 06 30 2 008 02 05 1952 Decedent's Last Name Suffix Decedent's First Name MI MAUL ERIC (If Applicable) Enter Surviving Spouse's Information Bel ow Spouse's Last Name Suffix Spouse's First Name MI MAUL Spouse's Social Security Number ~r R (~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~X 1. Original Return i 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. P (date of death afteml2-12 82) I %_, 5. Federal Estate Tax Return Required 8 Decedent Died Testate - - (Attach Copy of VJII) 9 L'f f ~ Decedent Maintained a Living Trust i ~ (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes i iga ion Proceeds Recewed 1 p. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) _. between 12-31-91 and i-1-95) ~ (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD~BE DIRECTED TO: Name Daytime Telf~~one Numbt JOHN E. FEATHER JR. -- '~ 717 867n120(~~: ~.m - Firm Name (If Applicable) FEATHER AND FEATHER, PC First line of address 22 W. MAIN STREET Second line of address City or Post Office ANNVILLE Correspondent's a-mail address: jef@featherlaW.COm State ZIP Code PA 17003 DATE FILED --; 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 representatwe Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~ ~~t.,~is ~ s~~ Aimee aul '~ ~ 3D - ~ Jr- ADDRE~S 20 E t Main Street, Newville, PA 17241 SIGNATU E F PR ER OT R HAN REPRESENTATIVE DATE John E. Feather Jr. '3 '~~ ~~ ADDR SS 22 in Street, Annville, PA 17003 Side 1 1505607120 1505607120 J 1505607220 REV-1500 EX Decedent's Social Security Number oecedenrs Name: E r I C Maul 16 0 4 4 0 8 51 -- - _ - - -- _ -- - __ _- - - E APITULATION 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. 5 0 , 0 0 0 0 0 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) ................................................................. ...... g. 5 0, 0 0 0 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) .................................... ..... 9. 4 , 3 8 2 7 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........................... ..... 10. 1 6 , 3 3 4 6 2 11. Total Deductions (total Lines 9& 10) ............................................................... .......11 _ 2 0, 7 1 7 3 2 12~ Net Value of Estate (Line 8 minus Line 11) ....................................................... ......12. 2 9 , 2 8 2 6 8 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. 2 9 , 2 8 2 6 8 - - _ ___ MPUTATION -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 .o0 2 9, 2 8 2 6 8 15. 0 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16• 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17• 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18• 0. 0 0 19. Tax Due .............................................................................................................. .....19. 0 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0116 DECEDENT'S NAME Eric Maul __ _ __ STREET ADDRESS _ __ _ _ _ _ _ __ -- _ _ -- 20 East Main Street CITY _ ___ Newville -- - - _ _ _ - ~ - -- STATE ZIP PA ' 17241 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. Interest E. Penalty Total Credits (A + B + C) 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 2 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 0.00 (2> 0.00 (3) (4) (5) 0.00 (5A) (56) Q . ~ Q 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 :.................................... I x j ry d. recel ve the a romise for I fe of either payments, benefits or care? ...........:...:..................................:.......... j ';' x p ix'I 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................................ l x ~, 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~ !, ~ x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which IF THE ANSWER TOaANY 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 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)]. 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. ___ 0.00 Rev-1508 EX+ (6.98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE 7AX RETURN RESIDENT DECEDENT tSTATE OF Maul, Eric FILE NUMBER 21-09-0116 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. .. ~r~w ~~ ~ ~~~~~~, auwuvi iai payers Ur [ne same SIZ2) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule E (Rev. 6-98) REV-1151 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Maul, Eric 21-09-0116 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: 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 Feather and Feather, PC 2,000.00 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 60.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 2,322.70 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 4,382.70 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Maul, Eric 21-09-0116 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Angino 8~ Rovner -attorney's fees for accidental death claim 1,320.00 2 Angino &Rovner -reimbursement for expenses paid in accidental death claim 754.70 3 Register of Wills - short certificates 8.00 4 Register of Wills of Cumberland County -Inventory filing fee 15.00 5 The Cumberland Law Journal -estate notice 75.00 6 The Sentinel -estate notice 150.00 H-B7 Subtotal 2,322.70 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) COMMONVvEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Maul, Eric 21-09-0116 Include unreimbursed medical expenses. ~~~ ~ ~~~~_ ~Na~~ ~~ i~oc~eu, auwuonal pages or me same slze) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98)