Loading...
HomeMy WebLinkAbout05-19-09>!" R 15056041158 REV-'1500 EX(OB-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of IndlMtluel Texas County Code Veer Flle Number Po Box zaosot INHERITANCE TAX RETURN 21 08 1139 Harrisburg, PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 209-12-9403 08202008 03191928 Decedent's Last Name DENISON Suffix Decedent's First Neme WILLIAM MI E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Nama DENISON VIRGINIA Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Retum (date of death ^ 4. Limited Estate ^ 4a. Future Interest Compromise (dale of prior to 12-13-82) ^ 5. Federal Estate Tax Return Required ^ 8. Decedent Died Testate (Attach Copy of Will) ^ 7. death after 12-12-82) Decedent Maintained a Living Trust Att h C (]_ 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Receiv d ^ 10 ( ac opy of Trust) ^ e . 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 TO: Name Daylima Telephone I~i~mber ELIZABETH P• MULLAUGH ~ r °~ 717-237- Firm Name (If Applicable) ~ ~ -~ t7 ~[ ~.^; _ MCNEES WALLACE 8 NURI CK LL C REGISTER -, fT USE'04LY • First line of atldress - - C \~ ] ~D ~ ~ ' ~ „_, 100 PINE STREET ;=•~ „ s Second line of address _ _ 2 ---r P•0• BOX 1166 W CBy Or POat Office Slate ZIP Code DATE FILED HARRISBURG PA 17108-1166 Correspondent'se-mailaddress: EMULLAUGHaMWN•COM Under penekies of perjury, I declare that I have examined this ratum, including accompanying achedulea and statements, and [o the best of my knowledge end Delief, ii is We, correct and complete. Decleratbn of preparer other than the personal repreaentetive Is based on all Information of which praperer has any knowledge. SI~G,,NA~l1RE OF PERSON R N E FOR FILING RETURN DATE MI B °^~~ °L•y• HAN1CStlUfiG, PA 17~SU SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE pAT€ ^MCNEES WALLACE 8 NURICK, LLC, B SPtf ~o~ 15056041158 side t BM464] a.000 15 0 5 6 0 4115 8 J~~ J 15056042159 REV-1500 EX Decedent's Social Security Number Decedent'eN me~DENISON 209-12-9403 ilTl I TAM RECAPITULATION 1. Real estate (Schedule A) ...... .. 1. 0.00 2. Stocks and Bonds (Schedule B) ........... .. 2. 0 • D D 3. Closely Held Corporation, Partnership or Sole-proprietorship (Schedule C)... 3. D • D D 4. Mortgages $ Notes Receivable (Schedule D)... .. 4. 0 • D 0 5. Cash, Bank Deposits $ Miscellaneous Personal Property (Schedule E) . 5. 87980.82 8. Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6. 0 . D 0 7. Inter-Vivos Transfers $ Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 0.OD 8. Total Gross Assets (total Lines 1-7). s 9. Funeral Expenses 8 Administrative Costs (SMedule H).... g, 14 2 4 7 • 4 2 10. Debts of Decedent, Mortgage Liabilities, $ Liens (Schedule I)........... 10. 4 790 • 2 6 11. Total Daductlons (total Lines 9 $ 10) ............ 11. 190 37.6 8 12. Nat value of Estate (Line 8 minus Line 11) ........ 12. 68943.14 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J)..... 13. 0 • 0 0 14. Net Value 3ubJect to Tax (Line 12 minus Lina 13) .... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers un er Sec. 9118 ~ (a)(1.z)x.D 49471.57 15. 0.00 16. Amount of Line 14 taxable at lineal rate x .045 1 y y 71.5 7 1 s. 17. Amount of Line 14 taxable 876.2 2 a[ sibling rate X .12 D• O D 17. 18. Amount of Line 14 taxable 0• D 0 at collateral rate X .15 0.00 1 s. 0.00 19. TAX DUE .. .. .. 19. 876.22 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 15056042159 BMIfi48 2000 REV-1500 EX Page 3 DBCedenf'S Cmm~lMe Addroaa• FIN Number - cJl uo JJL~7 DECEDENT'S NAME STREET ADDRESS CITY STATE ZIP Tax Payments and Credits: 1. Tex Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit Q " Q Q B. Prior Payments Q , Q Q C. Discount n - n n (1) 876.22 3. Interest/Penalty if applicable D. Interest Q , Q Q E. Penalty Q • QQ ToNlCretlas (A +B+C) (2) Q•QQ Total lntemsUPenaMy (D+E) (3) Q"QQ 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT. FIII In box on Page 2, Llne 20 to request a refund. (4) ~ • Q Q 5. If Line t + Line 3 is greater than Line 2, enter the difference. This Ls the TALC DUE. (5) 876 • ~ A. Enter the interest on the tax due. (5A) Q • QQ B. Enter the total of Line 5 + 5A This is the BALANCE DUE. (5B) 876.2 2 Make Check Payable to: FaEC'~S1FJt OFW1lLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS i. Did decedent make a transfer and: Vas No a. retain the use or income of the properly transferred; ^ x b. retain the right to designate who shall use the property transferred or its income: ......... ^ x c. retain a reverebnary interest; or ....................... x d. receive the promise for lire of either payments, benefits or care? ................ x 2. If death occurred after December 12, 1982, did decadent 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 a security at hls or her death? . ~ a X 4. Did decedent own en Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS VES, YOU MUST COMPLETE SCHEDULE G AND FILE n AS PART OF THE RETURN. For dates of death on or aster July t, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to ar for the use of the suMving spouse is three (3) percent [72 P.S. §9118 (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. §9118 (a) (1.1) (ii)]. 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 ere still applicable even if the suMVing spouse is the only benefblary. For dates of tleath on or after Juy 1, 2000: The tax rate imposetl on the net value of transfers from a tleceesed child twenty-one years of age or younger at death to or for use of a natural parent, an adoptive parent, or a stepparent of the child is mro (O) percent [72 P.S. §9118(a)(1.2)]. The taz 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. §9118(x)(1)]. The tax rate imposetl on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9118(x)(1.3)]. Asiding is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by Hood or adoption. 6M4811 1,000 Rev-tsoe ex+te-ael SCHEDULE E ~ I~NH RTANCEOTAX RENRN ANIA CASH, BANK DEPOSITS, 8 MASC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER William E. Denison 21 08 1139 Include the proceeds of Iitigatlon and the date iha proceeds were recehetl by the estate. NI rope oln .owned with the N ht of sundvonhlp moat M tllselosetl on Schetlule F. ITEM NUMBER VALUE AT DATE _ DESCRIPTION OF DEATH 1 PNC Bank Premium Money Market Account 850-0479-5672 57,247 42 2 30,733.4 Par Members lat Federal Credit Union Certificate of Deposit 30,733.60 I vt NL oleo enter on line 5 Rew ' ulation $ 87 , 980.82 3w46AO 1.po0 (If more space Is neetled, inaen eddhbnel sheets o/the acme size) REV-1511 EX ~ (10-06) SCHEDULE H CDMMDNINEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TA%RETURN ADMINISTRATIVE COSTS RESIDENT DECEDEN7 ~~~~ ~ FILE NUMBER William E. Denison ~ 08Ttvo Debts of decedent must be reportetl on Schedule I. ITEM UMBER DESCRIPTION A. FUNERAL EXPENSES: ~. Parthemore Funeral Home 6 Cremation Services, Ino. Funeral Expense B. t ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid; State PA Zip AMOUNT 9,714.42 2. Attorney Fees 800.00 3. Family Exemption: (IT decedent's address is not the same as claimant's, attach wrylanetlon) 3 , 500.00 Claimant Virginia B. Denison Street Address 5445 Rivendale Blvd. City Mechanicaburo State PA Zip 17050 Reletlonship of Claimant to Decedent SPOUSE 4. Probate Fees 233.00 5. Accountant's Fees 8. Tax Relurn Preparer's Fees 7 rwaenc 1.000 None TOTAL (Also enter on line 9 R~ (If more space is needed, Insert additional sheets of the same size) REV-191Y EX t (12-09) Pennsylvania SCHEDULE I OEPPAIAENf OF REVENUE DEBTS OF DECEDENT r~soEN' r~orctE~r~ir't'R" , MORTGAGE LIABILITIES 8 LIENS ESTATE OF FILE NUMBER William E. Denison 21 OB 1139 Neport tlents Incurred by the decedent prior to death that remained unpaid at the tlate of deaM, Includlnp unrolmburoed madkal expenses. I?EM 1. Messiah Village balance due VALUE AT DATE OF DEATH 4,790.26 9we9AN z.ooo If more space is nestled, Insert additional sheets of the same size. REV-1513 EX+ (11-OS) Pennsylvania SCHEDULE J OEPFRrAENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER William E. Denison 21 0 8 1139 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not Lbt Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal dlatrlbutbns, antl transfers under Sec. 2118 (a) (1.2).] 1. Debra Cantor 1390 Armitage Way Mechanissburg, PA 17050 506 0£ Residue: 19,471.57 Daughter 19,471.57 2 Virginia 8. Denison 5445 Rivendale Blvd. Mechanicsburg, PA 17050 General Bequests: 30,000.00 506 0£ Residue: 19,471.57 Surviving Spouse 49 471.57 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWNABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPR OPRIATE. II NON-TAXASLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTON 2113 FOR WHICH AN ELECTION TO TA% IS NOT TAKEN 1. e. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - EN1ER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET . .,.,.,., . ,,,._ a more s S 0.00 - pace Is needed, InSerl addltronal sheets of the same size. This is'to certify that this is a true copy of the record which is on &le in the Pennsylvania Division of Vital Records in accordance with Act G6, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. Military Status 1594160 No. ~.ne-t.~ ~f~po~ Frank Yeropoli State Registrar OCT 212008 Date masloeEV nzzmS COMMONWEALTH OF PENNSYLVANIA • DEPAgTMENT OF HEALTH • VITAL gECOgDS TrvElvSwrw aAr CERTIFICATE OF DEATH (see In4tructlenx end nramn6e .... s......e 083711 ' ----' STATE F1IE NUMBEp I. Ne»tlOnASAPM,aidlmyl, aTVl Y.Su SSo®19eav5tNmmx 0.pabd Uah PbmA, Uev~)al William E. Denison male 209 - 12 - 9403 August 20, 2008 SAp llAel BYMeVt Y u~IY» Wdxf B.4»dFM IIAaN Val i.5Yr45ee lCiF xd4ba Meipimrmyl Aa PbmtlCWAI(ieekapal bn Han IHY HmpAa! Wer. 80 rx March 19, 1928 Harrisburg PA ' , ^~ ^~~ ^~ mcnnlraorm x.ar.ew,Ta4.aown A5F Imw Iw xaazNmb ^ASebuaN Oabx~soeEy: +atM P kWRm ek m»edned~sy 5. vpe oxeeNVdlSNmtoya? kl~ ^rx IQ IOa:Anwen M»seNr vxa,». Cumberland Uppex Allen 1tap. /yIESSZ ~ mwaxe~CU[.q I:v»m qH ~ ~L/j 6~(: tmdma w ba , d un».I white 11. hgtladi lWN tlamASae »dtl W.borlpW 12 Wr lmmbaewNme Ia tmmaere EtlrNNa l5pebl~mNNp"dge4mndWO) 10. AWWShAm 5md4 New Abnieb IS Surddq $tarelHmb wOAdYme gdtl e be U S Am gf iA S i , » . . , , 9 anm»I e aw wlYmeey aemerbrylSxaWry1614 Cohge (11"5,1 ~dwmtllAVen1) Colonel Axmed Forces Qr. ON O 12 4 Marxied Virginia C. Braswell 15 Ceptled]MeiNMM1"elaad. dYlb».4N.~mtle1 _ 5445 Rivendale Blvd. na~a» Itaa» Pennsylvania u°tlb,°r"tlgY na®raoema~luab Hampden ~ Mechanicsburg, PA 17050 Im~.y Cumberland na.^NO,puAeNIANdSn Ifl Fd"eNw lFyl,mmb, inn eml M"I liNetl cryleOm 15 Ndwe Nre ffeA m550. mY4n»»m) Robert Denison Pauline Motter 4Aa ldmrnlS Nar lfVpe/PirQ rob.Ikn»ri IIMA/dSamlAxtl4lb»ebl,, a)ndel Virginia B. Denison 5445 Rivendale Blvd., Mechanicsburg, PA 17050 l z a wmmaomor4oa ^oe,+r, ^~, zlb. abd lWY ^ PannalbmaN L[4mNalPgm, ~l•1a1 2fa eYwagoptogMlw»a»mb1,o»ehyaawgem) 21E.ta~onlczFrm». m.ipmWi WgQ""A0R"0petl""'d°^ ° r ^aem~sma,: e Au ust 25> 2008 Rollin Gxeen Cemetery Lower Allen hmeaed eaaAwlCamrr ^w^NO 8 R 1bTp., PA 1701 ' ~ x54e»51 ?ID.lie»tAerbx T3 Ne»mAAShxdFeei4 ~ FD 012 848 L Parthemore FH b CS, Inc., P.O. Box 431, New Cumberland PA 17070 C b , m4 M bin mNrArmNllrq flab hAWtlmtbuMAe,A®baa»tldfe lr,bbbtldOdmH 15~»eeab ael p4itlnb MerbdSeedtleMm TL.Umw NmEa 23<.pn$IpeAlNeam, Aah1~ mn~m»tlarm ~7~bram~gp,®, s. remawm ~, ~, so P b zs. um naa»eoraPbdmaS wi 0 6 2o. WeeCu WNnkblbka FaiGp,ICaorerbre l4rm UYmtl»Cm»tlmaOOrAaf! . . ~ a2, ^ir ^~e n»a. rene arse eAUSE OF OeATx IS»MmxSmm ena ~ -drxx,itula5amnp5Lbd-Mdnd/mbWMSeM WNOFmkbmMewBgMx»deexwt i ~"~bbd PN F.EMrtr' t501tl iehem Lbe CaMbb bUrM i4MnY»rlaw5lobbWMriNdoW4ls ebbp. Upal/a'e»»m»m M. I Qedbprm W»aYSgb M'MHN4»»ywbPN 1. ^Yr ^PmbeSt i ~NO ^l1Yep» 'a"~'~`"~a`d~'I ~" ~n ih' ,._ an au ~ GJI~Y /~o~~~ fl.AFamm Ouebprremnr mrc d 4 e F I _ .4`p~m , ^ N1M otit 5. D( ~A y "~ ~ ~y q ~+b M 4W Y~pl1 Ila i FMQ}H1S yy/~JC/~l[yt ClnAl ^aePadduredErN - _ _ FA1a 110aSY1pWIAE w lam a»»mu»tll . , I ^ wademwmowdl5~uo-~e ~ IBodu Tu ~:'w~'a "~"~t" a .lun ~ I 'b . LL , . a . ~ a: Mr M~f d4eW T~ ^ ~ bIMP+'~Ili MebiVw E. i O » 8~ w h Vedla 30a '~' 9a hbdbWyllm445ry, yeral AA ClHbH»Iyry OmneA ~LYb ~~ ~ NWd ^~~ S ~ ,.r~ dC+ndOMII aNT0.eb Ap»y) Fx41, ~~,, ^~ LJ "° ^1b ~NO ^ArJtl"i ^Pony4 y»eypxa A21. Tined Hel' 9aY~tWn51 LAATre,pabM Yt+l~xil'1 pe. INmlm a wr 19•tl, dF / man mbl ^swm ^camNahUemvimA ^ye, ^w ^abxlcweb ^r»egx ^Fwdn a 31a Cmtlb'NAetlim4axl ~e"APeM' 3091p~WV.e(xA TpaCeASS .'^~, ,/~ • tNMro g4dtlea lPMSrpRA4ewa5r5w»mdn"gmymkenawmarbwmip»amezJt 7a IMMdoryhwYSpe,M5mnm5labtlaemyelm5m '~ ~ bwrr e6bL________________________________ 1 O~ W/w.l[OLC. { l// ' ewr»Y4rd mNE154F51ebmnlFlMdAbbtlAFwwidgAWANwSVigb»ra5rbl iotlebrttlmyb»Mp.SrbmmaMtlge SFe bb,xb 7br edN mSmridelelxLm»wxehb4________________ ^ '~'~"'~" ~aY~MmR &(,Vw) ""°"'E°'"'°"""» - /rlD~fds`r<~S Dd-ai-aoo8 On Aemm tlemihmbnxtllaknw5ma, b mtaplNen EnIM1 m"mtlm ANtlmmeegrAgxn mtlNmA"rmele) W mx»rembl ^ s.xx.reAm»,d~m4nocmgrere»aor5lsarn Tw•IrdA ;egmn enigmtl ~ / d Im~I SAR/tN N0o12dAKsNMO / zm HaaPtrdi,&Y / . I dl ~ ~ ~ ~ ~ ro M7 AGL6N ~zZ7 vC ^ A mass O^I '/ ~~ - ESVmAma MNNq llz~LV Wq O rn r ~H c, :> n°(A~o~ S ~ ~i ~. } a W ~. li r' O r z 0'a. O fk ~ ~ a E~,e, ra ~.~' ~n z ~c G O~ 'f l~ik~ ~~ ~ a m u tv rm~ ~6 'a 4~ ~ - ~r J `~ : a . ~ U: ~ .~ o 7; Z = ^~, p~ W WF U rn ~ z a o 0 I ^ J >J_ W O W F- ~ W W ~ ~ Q } ~ H ~ Z ~ r~ ~W~_ OHO= U~~= ~=Q- Q~a- J = J m O ~ ~W~- ~ZQ- UOU- MwN M~Nees Wallace & Nurick LLC attorneys at law DAVID E. GRUVER PARALEGAL DIRECT DIAL: (717) 237-5362 DIRECT FAX: (717) 260.1658 E-MAIL ADDRESS: DGRUVER(f~MWN.COM May 1 S, 2009 Cumberland County Register of Wills One Courthouse Square Carlisle, PA 17013 RE: Estate of William E. Denison PA Inheritance Tax Return and Inventory Dear Sir or Madam: Enclosed are the following items for the above-referenced Estate: Inventory (2) PA Inheritance Tax Returns Check in the amount of $30.00 for filing fee Please date-stamp the cover page of our file copies and return in the envelope provided. If you have any questions, please contact me. I thank you for your attention in this matter. erytrul urs, n N O CO ~ ap David E. Gruver '~-~o ~~. ,, Paralegal ~ ~ ~ _` ~ DEG _:~°~" 3 _ ~ Enclosures n ~ ^..~ w P.O. Box 1166.1 OO PINE STREET • HARRISBURG, PA 17108-1166 • TEL: 717.232.8000 • FAX: 717.237.5300 • W W W.MWN.COM COLUMBUS, OH • STATE COLLEGE, PA • LANCASTER, PA • HAZLETON, PA • WASHINGTON, DC INVENTORY REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland SS File Number 2008-01 l39 Personal Representative(s) of the Estate of William E. Denison deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unswom falsification to authorities. Attorney -- (Name) Elizabeth P. Mullaugh (Supreme Court ZD. No.) 76397 (Address) 100 Pine Street, P.O. Box 1166, Harrisburg, PA 17108-1166 (Telephone) (717)237-5243 wmur uewin LAST RESIDENCE OECEDENPS SOC. SEC. NO. August 2Q 2008 5445 Rivendale Blvd., Mechanicsburg, PA 17050 209-12-9403 FIGURES MUST BE TOTALED PNC Bank Premium Money Market Account # 50-0479-5472 Members 1st Federal Credit Union Certificate of Deposit 57,247.72 30,733.40 c7 ^' q _ w 7 ~ -` J A 7, . ~ lp ._ j :::JC Vii: -17 C ',_ i N W / fV (Attach additionaJsheeu as needed) J TOTAL; 87,981.12 NOTE The Memorandum of rcal estate outside the Commonwealth of Pennsylvania may, at the elation of [he personal reprosrn[e[ive includc the value of each item, but such figures should not be extended into the total of the Inventory. (See 20 Po. C.S. ,¢ 3301(b)) Farm RW-119 rev, fll /3.Od V