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Home My WebLink About04-07-091505607121 REV-1500 Ex (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Tazes INHERITANCE TAX RETURN County Code Year File Number Po Box 2aosol 2 1 0 8 0 7 9 9 _ Hamsburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 9 4 4 4 9 1 0 6 0 7 1 8 2 0 0 8 0 4 1 6 1 9 5 3 Dec:edent's Last Name Suffix Decedent's First Name MI B E N N E T T J R E M E R S O N M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI B E N N E T T S U S A N K Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 2 0 8 4 2 3 5 8 5 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) 0 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 CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number M U R R E L R- W A L T E R S I I I 7 1 7 6 9 7 4 6 5 0 Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address Second line of address 5 4 E A S T M A I N City or Post Office M E C R A N I C S B U R G C ~ ~h ^ ~l r.~ W `w.m ~ l J „ a~ .i _ ~~~ ~-,-~ I r ~-~,, S T R E E T 1r -.t ;. '~ ~-' State ZIP Code ~ LED r ---~ _j~ '~ P A 1 7 0 5 5 ~~ ~ = i .~+ ,.~ .~ 5.~> Correspondent's a-mail address: 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 representative is based on all information of which preparer has any knowledge. SIGN/I,TURE OF P.ERS9N RESPONSIBLE FOR FILING RETURN .DATE ., ADDRIESS ~ / " SUSAN K• BENNE T, fW04DMYER LANE ENOLA PA 17025 SIGNATURE OF PR RER , THER T 'N REPRESENTATIVE D E ~ ' r ~ / t~.r, ~ 6 1, MURREL E MAIN ST MECHANICSBURG PLEASE USE ORIGINAL FORM ONLY PA 17055 Side 1 1505607121 1505607121 J 1505607221 REV-1500 EX Decedent's Social Security Number ~ecedent'sName: EMERSON M• BENNETT, JR • 1 9 4 4 4 9 1 0 6 RECAPITULATION 'I . Real estate Schedule A 1. 1 6 8 3 3 6, 0 0 :?. Stocks and Bonds (Schedule B) ................................ .. 2. <S. Closely Heid Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 41. Mortgages & Notes Receivable (Schedule D) ...................... .. 4. • 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... .. 5. 1 5 0 4 3 , 1 8 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) ......................... .. 8. 1 8 3 3 7 9. 1 8 9. Funeral Expenses ~ Administrative Costs (Schedule H) .............. .. 9. 1 6 6 6 2 . 2 2 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ............ 10. 11. Total Deductions (total Lines 9 & 10) ........................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. 13. 1 9 2 2 2 5. 0 0 2 0 8 8 8 7.2 2 - 2 5 5 0 8, 0 4 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... .. ..... .. 14. - 2 5 5 0 8 . 0 4 TAX COMPUTATION -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 .o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .0_ 0. 0 0 16. 0. 0 0 17. Amount of Line 14 taxable 0 0 0 1 0 0 0 at sibling rate X .12 . 7. . 18. Amount of Line 14 taxable 0 0 0 0 at collateral rate X .15 1 g. • 0 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 0. 0 0 L 1505607221 1505607221 REV-1500 EX Page 3 Decedelnt's Complete Address: File Number 21 08 0799 DECEDENT'S NAME EMERSON M. BENNETT, JR. STREET ADC)RESS 61 WOODMYRE LANE CITY ENOLA STATE PA ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits~f'ayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUF'enalty if applicable D. Interest E. Penalty t1) o.oa Total Credits (A + B + C) (2) 0 , 0 0 Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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. (3) 0.0 0 (4) 0.0 0 (5) (5A) 0.00 B. Enter tihe total of Line 5 +5A. This is the BALANCE DUE. (5B) 0 . ~ 0 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 ................................................................................................ ^ 0 d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X 2. If death occurred after December 12, 19132, 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? .................................................................................................. ^ IF THE ANSNVER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE !T 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) percE;nt [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 imp~~sed on the net value of transfers from a deceased child twenty-0ne 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 impt~sed 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 imp<~sed 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-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER EMERSON M• BENNETT, JR• 21 08 0799 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 willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real orooertv which is iointlwowned with right of survivorshia must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 61 WOODMYRE LANE 168,336.00 ENOLA, PA 17025 PER ASSESSED VALUE (136,600.00) X COMMON LEVEL RATIO (1.26) =168,336.00 TOTAL (Also enter on line 1 (If more space is needed, insert additional sheets of the same size) REV-1508 E}; + (6-98) SCHEDULE E COMMI~NWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER EMERSON M- BENNETT, JR• 21 D8 0799 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. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 1,546.27 SAVINGS 2. PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 333.54 CHECKING 3. MEMBERS 1ST FEDERAL CREDIT UNION 280.37 SAVINGS 4. MEMBERS 1ST FEDERAL CREDIT UNION 106.37 CHECKING 5. 2008 TOYOTA COROLLA 12,241.33 PER SALE TO KNISELY AUTO CENTER 6. WORLD ACCESSSERVICE CORP. 373.23 REFUND -TRIP CANCELLATION 7. WESTAB 5.79 REFUND -LOCAL INCOME TAX 8. NEW CUMBERLAND FEDERAL CREDIT UNION 156.28 SAVINGS TOTAL (Also enter on line 5, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-1511 Ek: + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER EMERSON M• BENNETT, JR• 21 08 0799 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HETRICK FUNERAL HOME 8,812 22 2. WOODLAWN CEMETERY - MEMORIAL 4,800.00 3. WOODLAWN CEMETERY - GRAVE OPENING 1,225.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) SUSAN K. BENNETT (RENOUNCED) Street Address City State Zip Year(s) Commission Paid: 2, Attorney Fees MURREL R. WALTERS, III, ESQUIRE 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4• Probate Fees REGISTER OF WILLS -CUMBERLAND COUNTY 5. I Accountants Fees 6. ~ Tax Return Preparers Fees 7 1,500.00 325.00 TOTAL (Also enter on line 9, Recapitulation) ~ s 1 (If more space is needed, insert additional sheets of the same size) REV-1512 E)t; + (12.03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS ESTATE OF FILE NUMBER EMERSON M• BENNETT, JR• 21 08 0799 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MEMBERS 1ST FEDERAL CREDIT UNION 22,285.81 HOME EQUITY LOAN 2. (COUNTRYWIDE HOME LOANS MORTGAGE 3. I PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PERSONAL SERVICE LOAN 4. (PENNSYLVANIA STATE EMPLOYEES CREDIT UNION AUTO LOAN 5. PENNSYLVANIA STATE EMPLOYEES CREDIT UNION VISA 6. I BANK OF AMERICA CREDIT CARD 7. (NEW CUMBERLAND FEDERAL CREDIT UNION PERSONAL LOAN TOTAL (Also enter on line 10, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 133,920.59 7,920.70 12,547.42 1,038.39 12,455.58 2,056.51 225. REV-1513 EX + (9-0D) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) BENEFICIARIES ESTATE CF FILE NUMBER EMERSON _M• BENNETT, JR- 21 ^8 n799 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. SUSAN K. BENNETT S p o u s a l 61 WOODMYRE LANE ENOLA, PA 17025 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1• B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 1• TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET more space is needed, insert additional sheets of the same size)