The URL can be used to link to this page

Home My WebLink About03-30-09J 1505607121 REV-1500 EX (D5-D5) PA Department Of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box zaosal INHERITANCE TAX RETURN Hanisbu PA 17128-0601 RESIDENT DECEDENT 2 1 0 6 0 8 9 5 ENTER DECEDENT INFORMATION BELOW Social 0 8 1 7 2 0 0 6 Decedent's Last Name Suffix Decedent's First Name MI S M Y T H M A R Y R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS 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 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 CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number M A R C U S A M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3 Firm Name (If Applicable) REGIST OF WILLS USP.~NLV j I R W I N 8 M c K N I G H T ~J ;; I,~ First line of address ~ n R ~_ a 6 0 W E S T P O M F R E T S T R E E T r"^ v~ , ~' ~ Second line of address o 3 City or Post Office State ZIP Code -,{)ArE FILED c.~ ' C A R L I S L E P A 1 7 0 1 3 tl'' Correspondent's a-mail address: Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the be t of my knowledge and belief, it is true, crorrecl and complete. Declam6on of preparer other than the personal represenlaGve is based on all information of which p rer h s any knowledge. SIGNATURE~RSON RESPONSIBLE FO tLtNR F ~BETIllRN , DATEI ADDRESS Side 1 L 1505607121 1505607121 ~%/`22L09505'C :~/~~~ 6@' B 0 2 E Z aP!S 222L09SOS'C 1N3WAtld2l3A0 Ntl d0 ONf1d321 tl ONIlS3f7O3N 37ltl f70A dl ltlA0 3N1 NI llld 'OZ ................................................ an0 xel'6L 6L 0 0 0 '8L 0 91~X a;e71e~a7ellau le 0 ~ algezel bL aull;o lunowy '8L Zl~ X a7e~ 6uilgls le 0 0. 0 LL 0 ~ ~ algexel bL curl to lunowy ZL ' gl 5 Sb0' X ales leaull le 5' 9 9 0 6 9 ' 6 B B 0 2 E gl algexel bL awl;o lunowy - 0' X (Z' L)(e) o E .0 'SL Q O 0 9L 66 ~oag ~apun spa;sued ~o 'ales xel lesnods ayl le algexe7 bL aull;o lunowy ~gl S31tlN 3l8tlOllddtl ilOd SNOIlOf1N1SNl 33S - NOIltllf1dW00 Xtll bL .. .... ........ .... (EL aull snulw Zi aull) xel of loafgng anleA laN 'bl S 5 •9 6 0 6 9 EL ~ ~ ~ ~ ~ ~ ~ (p alnpayog) apew uaaq lou sey xel of uolloala ue ' EL yolynn ~o; s;sn~l EL L6 oaS/57sanba8 Ieluawwano0 Pue alge1Pe40 . .... ................... (l L aull snulw g aull) a1e753 io anleA 3aN 'Z6 S S' 9 8 0 6 9 Zl t l .. .... ..................... (OL 9 6 sau!l lelol) suoponpa0 lelol ' l L 5 2. 5 S 2 E OL (I alnpayog) suall g'sapplgell a6e6>JOW 'luapaoaa;o slga0 'OL Q ~ 2 L E . ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ (H alnpayoS) s;sod anlle73slulwpy g sasuadx3 le~aund 'g 5 2' E Q L 2 6 .8 . ..... ..................... (L-6 scull lelol) s7asstl ssa0 le7ol '8 O Q ''C h 2 2 L 'L ~ ~ ~ ~ ~ ~ ~ pelsanbaa 6u!Ipg e;e~edag n (J alnPa4oS) ' • L /yiadad alegad-u snoauellaoslW 8 spa;sued sonl~-7a7u1 • .g ~ ~ ~ ~ ~ ~ ~ palsanbaa 6uppg a;e7edag ~ (d alnPa4oS) Ruadad pau,v,0 Rpulop 'g • 'g ~ ' ' ' ' ' ' (3 alnPa4oS) 6>radad leuos~ad snoauellaoslW g sl!soda0 ~lueg 'yse~ 'S . . .... ................... (O alnPa4oS) algenlaoaa saloN 9 sa6e6yoW ~b b • '£ ' ' ' ' ' (0 alnPa4oS) dlys~olaudwd-clog ~o diys~auy~ed 'uogwod~op PIaH Rlasol0 ~E . .... ............................. (g alnPaUOS)sPuog Pue sHoolS 'Z Z , . .... ................................... (y alnpa4oS)alelsa leab 'L 0 B''C h 2 2 L ` NOlltllf711dtl0321 H l A W S • b ~~ d W oaweN s,luapaoap X3 0051-h32! 'C22L09505'C REV-1500 EX Page 3 File Number Decedent's Complete Address: z1 06 oss5 R. CITY GARDNERS STATE PA 1 zIP 17324 Tax Payments and Credits: L Tax Due (Page 2 Line 19) 2. Credits/Payments (1) 3 108 89 A. Spousal Poverty Credit B. Prior Payments G Discount 3. InteresUPenalty ifapplicable Total Credits (A +g +C) (2) 0.00 D. Interest 306 66 E. Penalty 777 22 4. If Line 2 is greater than Line 1 +Line 3, enter the difference. This is the OVERPAYMENT Total InterestlPenalty (D +E) (3) 1 083 88 Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 5. It Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4 192 77 A. Enter the interest on the lax due. (SA) B. Enter the total of Line 5 +5A. This is the BALANCE DUE . (56) 4,192.77 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 : ...................................................................... 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? ................ . .. ................................... ^ 0 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 "intrust 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? .................................................................................................. ^ Q 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)J. The statute does not exemot 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-1;A2 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE FILE All real property awned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the ~'ce at~which ro exchanged between a willing buyer and a willing seller, neither being compelled to buy orsell, both having reasonable knowledge o/the releP a t fa~tsould be Real roe which is'ointl •owned with rt ht of survivorshi must be disclosed on Schedule F. ITEM 594 BALTIMORE PIKE, SOUTH MIDDLETON TOWNSHIP, PENNSYLVANI, ASSESSED VALUE $63,370 X COMMON LEVEL RATIO 1.14 = $72,241.80 VALUE AT DATE OF DEATH 72, 241.80 TOTAL (Also enter on line (If more space is needed, insert additlonal sheets of the same size) REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Debts of decedent must be reportetl on Schedule t. ITEM NUMBER A. 1. B. FUNERAL EXPENSES: HOLLINGER FUNERAL HOME ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City Year(s) Commission Paid: SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS DESCRIPTION AMOUNT 1, 780.75 Sfate Zip 2. I AttomeyFees IRWIN & MDKNIGHT 3. Family Exemption: pf decedenCs address is not the same as claimant's, attach explanation) Claimant 4. Street Address City Sfate _ Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS 5 Accountant's Fees 6. Tax Return Preparefs Fees 7. 8. 9. REGISTER OF WILLS -FILING FEE NOTARY FEES RECORDER OF DEEDS -FILING FEE 30.00 10.00 39.50 (Ir more space is needed, Zip 750.00 173.00 TOTAL (Also enter on line 9, Recapitulation) I $ sheets of the same size) REV-1512 EX+(~2-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE SCHEDULE / DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbureed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH AMERICAN FINANCE CONSUMER DISCOUNT COMPANY -LOAN TOTAL (Also enter on line 10, Recapitulation) 372.00 (If more space is needed, insen additional sheets of the same size) REV-1513 E%a (9-00~ SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT MARY R. SMYTH FILE 21 06 0895 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [include outs ht spousal distributions, and transfers under Sec. 9116 (a~ (1.2)] 1. GENE W. SMYTH Lineal 596 BALTIMORE PIKE 69,086.55 GARDNERS,PA17324 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 TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ nr ..............__ :_ ___~_, ._ _ ..... oyaw m ueeueU, 111928 a001[IOnal meets Of the Same Size) ~Sr ~n r. bW N vifMN r Ifeccd en. 1 ~ i~CrJ~'~nL I r,a ~..uu~v I ~ 1-+u.: awrnr twran rAZ =TAf~M!!R 0I YAW! d OeccM r+AM 1)1M WI ral~/erelee k nel M fanb M Me Iced (1) e~lrn IM dwd n is delard. A d Valve u rr1 eeplMed M Me eencler B `~' eaeepl Irons w.. 't fbecb AppwpNale 4e blew Iw ~aewpMen CIeMd r+ W~11 er ,mewaw rwcwnion ~-__ _~wsr ~. ALA fr ~I ,4 a ~-~0~- fS9"l,~_.T^--.- u ne>. ~ Tronder m hdunriel De.elepm.rA A~rlcy. ;~ Tromler b e rree. (Al1eAr renpMe ropy d rrurt aawmwe i/eaKlyinp eY beeN/eAec.l -~.~ Tren/et between prleclpsl and apeM. tAtred nnrplere mry d eOwRylckev perry aYfanwnL) . '_.1 Trandm ae Ibe GonnnoMwdlly. fhe Udgd Stern end ImnveraeW~e by vih, d./icwfen, condemnofioe x in live el csndewnsNon. (If cerdewmsGSn a in live d mnMlenease, enecb oepy d rpddkn.) ~~' Tronrbr b'ow monyopm rs o Milder d e nbn0ep In de7tnJr. llAwpeM liea4 Nu.bcr _ , -pe Number ~~ ConuaNe v mnllnnelsry decd. {Aeedl mrnplele mPY d iMe prier deed Remy mne!.ced w esrdirned.) J Aelwery eerpsreA mnceidNlen, merger d dlvicim, (AeecA mVY d ankh.) ?tMr tFleow enpNin eneeprren dolmed, p abw rAan ..veil sMoe.~ ~_____,_ _ lcawwwr, __ ~ to(a !at AT7AC11 ApIRIGAW OOCrAI/IaYAT10N YA/ ~OIAS Nc 1N! tlla~0~•! M~IiAL e~ 27'~ INSL s fj 3~a~9 ~h~ P.ODERt P, ZIEGLEiI AssesamentNo. 40-140142.003 !2ERuR6£R dF OEEO i . ',~F.R! 4t; t'1 COUlIT'i -:•' id6 OCT 12 Hsi 11 ~,5 THIS DRED MADE THIS 12th day of October, 2006, HETWBEN GENE W. SMYTH, Executor of the Estato of MARY R, SMYTH, deeeased,lterainaRer Grantor", A N it GENE W. 3MYTH, married matt, hereiaaRer "Grantee." WITNESSETH, that for end in ooasidotadon of One and 00/100 (51.00) Dollars, is hand paid, the receipt of which le hereby acknowledged, the said Grantor does heroby grant cad convey m the sefd GENE W. SMYTH, monied man, hie heirs and assigns. ALL that certain lot of lead situate is South Middleton Township, Ctmmberland County, Penasylvaoia, bound and described as follovva: 13E41NN1NG at a point, the ituotseaHoa of the Appalachian Trail, :oatetitnes locally known as Green Road and the Carlisle, Hanover Twnpike, Highway Route No. 94; thence in a southerly direction by the line of said Carlisle, Hanover Turnpike, Ronk No, 94, eighteen rode to a point madtod by a ehke; thenx in a westerly direction by other lands of the grantors, twelve rods m a point marked by a stake; thence in a northerly diroodon by other lends of the grantors mne rods to s point markod by a stake at the southern aide of the Appalachian Trail; thence by lice of said Appahtchian Trail in an easterly direction eighteen rode to the place of beginning. CONTAINING one (1) acre of land, more or less. B131NG the same lot of land that John A. Hoen and Mary Jane Hots, by their deed dated July 2, 1945 end recorded in Deed Book "Y;' Volume 12, Page 565, granted and conveyed to Ralph R. Stayth and Mary R Smyth. The said Ralph R Smyth passed away on November 17, 1973, leaving m the sole surviving tenant by the entiretios Mary R. Smyth, The said Mary R. Smyth passod away on August 17, 2006 and Gene W. Smyth was deaigaatod by the Register of Wills for Cumberland County, Penoaylvama m ozecutor for the aerate in 8etate No. 21-06-0895. <~-~z ~ ~ PdCE ~ TaxDB Result Details Page I of I Detailed Results for Parce140 -14-0142-003 . in the 2004 Tax Assessment Database DistrictNo qp Parcel_ID 40-14-0142-003. MspSuft'u HouseNo 594 Direction Street BALTIMORE PIICE Ownerl SMYTH, GENE W C/O PropType R PropDesc LivArea 1175 CurLandVal 20000 CurImpVal 43370 CurTotVal 63370 CurPretVal Acreage .46 C1GrnStat ~ = J Q - K)U ~-3 ~ ( °~~ 'a l) l ~ ~/ J TazEz 1 SaleAmt SaleM 1 ~ - `' ~ ~ SITIIZ> I y b a ~ n ~ i° i ~ ~( ~ o lp Ss1eDa 12 SaleCe S l Y 20 ~ ~,~4 a~?u-uo/ X4337 p/ 6 335 a e r p6 DeedBkPage 00277-00460 YearBlt 1948 HF File_Date 12/29/2006 HF_Approval_Status R httn://txxdh.ccna.net/details.asn?id=4n_14-M42_nn3 ,p,~hcrlPCr-1 zi~a/~nno