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Home My WebLink About08-31-09~~r \J ~4 1 Lf~ 1,,,(~ }T I.~1s.J ll y _YC_~- =F...~.~/LL°IL _~ ~i Ji ~~ 1 Y L\~i~ l a u :1\`i.'.. t~lr3fe 0~ ~b'.it~?: ..:S E] pd. ~.}.~. ~~.:if !~. .., ~ rC;~?Cis s ~~'!:: ~t~~~O~~"ti?~' ~~'l: ~ T:.~~72~La t;,? Cr+iT?~) e~iUa J~ L. ,..._~~ . fi P. ~: t1",p a~'a~Y;:-capti~,Ted es~ate; Stag whether adr~instratif~Il r~fthe estate is catzTplete :.................... `es ~ ~'vi~ ,.~ _. i~ tt2~ ~.~~s~,~eris Inc, ~~at:; when ti?e j.:er~~ra1 ri~re~er.ttative. r~ao^''ii.~i7~v ~~i;~,'v°S t?'rit the a.`~Ilxii?IStra:iCr1 ti411t bC C~I7T~I~t~; ,r . ~` J _,.~,_ _ W.~_ .. _ .i. it the UtT)v~yy tV F. ~f7ll. ~ Ir 11.. L.,l, Jlcl lv 1.:1N+ ~l.t~~~,~~v~f iwi G. t~. I.~+.'u~ tit~d Pi u~7II3~ 14rt44Ji.11:atI, Z'~4 ~.ftY ~ l::lu.~ t~'vV L'~u T~{ ~Y I1t t}Ai~ Cl.7 LS~ Ln - `Y ~.: .~;Vl.,' r t ~. The sY~srsrate C?rpha~TS' Co~zrt i"~u. {iT"a~,y} ttar the p~r~o~;al I'e~3C~S~~t~ttiVe'S aCC01?Pti 2S: c. Did the personal represelaative state an accou;at T.' 11?'_171~t,~ail j' tC7 t~1C pESIi;eS lYt !:1tCL5t~~ ..... ... .. ..... ... ... ~ i Z'~ ~ t~%? d. Copies of receipts, releases, joinders and appr~avals cif formal or tnaill?mil acernknts ;T~a;~ tie iLiad with the Clerk afire Orphans' Court and znay he attached. to this report.. ,~ ' y~ ~r~j~y g Late p ~/l/ / ~ t~ ~~fJ/~['~f.,. t---- ,.S'lgi~tu`-~rt f'ilr ,, 1l;it ores ~_ '~~ ~ Cap ity: ~ eisonalIteprese,~t:~tive QCoLnset ,~- --. (~ ~Ciyt~ ~L.~_~~ _ rh"'_""_._ :.k_ r ' '~ v . i; r crm `fir , _ Nrt~at trr,w: cnrc ~ ~ ~._-; +~'~ 0 ~~~~~~ 1'xFephcrse _` > ~, ~ L( 15056051055 ~oU REV-1500ExcD6-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 28osot 21 09 00798 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth d'~ 046-14-1791 Q~ f ~ ~~~ .AJ/22/1918 _ _ _ __ __ Decedent's Last Name Suffix Decedent's First Name MI Dorris Marjorie H _ _ _ _ ____ (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 Cam? 1. Original Return t 2. Supplemental Return C: ~'~ 3. Remainder Return (date of death prior to 12-13-82) C~::~ 4. Limited Estate ~::~~a 4a. Future Interest Compromise (date of _.. 5. Federal Estate Tax Return Required death after 12-12-82) =.~7 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Numbe a 't opces~ ~\,. 'pJ ~ ~~ (Attach Copy of Will) 9. Litigation Proceeds Received C.:.~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death L"_:.:~ 11. Election tot r L•• •, f ) [~j~ between 12-31-91 and 1-1-95) (Attach Sch. CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Diane Sullivan (717) 761-2488 __ _.- _ Firm Name (If Applicable) REGISTER OF WILLS USE ONLY First line of address 2 Redwood Court Second line of address City or Post Office State ZIP Code DATE FILED _ __ - _ __ _ Camp Hill PA :1 701 1-1 549 Correspondent's a-mail address: pCSUII@VerIZOn.net Under penalties of pery'ury, 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. Declara'on of preparer other than the personal representative is based on all information of which preparer has any knowledge. R pF PERSON RESPO BL FILING ftETUR DATE - _ / _ ~ }~) G~ c~Iur ADD ESS ~(JG!___- _- - ~ b//~~: _ /~~II _ _ ------ t^*t- .~,.~-r--~-~ .._ ' .~ Side 1 15056051058 15056051058 REV-1500 EX Decedent's Name: MarjOrle H Dorris _.__ _.__ __.--. _ ..__. ~_. __.. __.~.. _..._.._~ __._.._._ ~ r~~_........._. RECAPITULATION Decedent's Social Security Number 046-14-1791 1. Real estate (Schedule A) ............................................. L ' 0.00 2. Stocks and Bonds (Schedule B) ....................................... 2. ' 0.00 : 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages i£ Notes Receivable (Schedule D) ............................. 4. ' 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 15,438.$3' 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ h`;o Separate Billing Requested........ 7. ' 0.00 8. Total Gross Assets (total Lines 1-7) .................................... 8. 15,438.83 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 0.00 10. Debts of Decedent, Mortgage Liabilities, & Liens {Schedule I) ................ 10. 11. Total Deductions (total Lines 9 & 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 0.00 0.00 15,438.83 0.00 15,438.83 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .045 15,438.83 q6. 694.75 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. ..,.m ... ,_.,.. Amount of Line 14 taxable .._,__.,... __. ... .. ......... .._. .... .... ., at collateral rate X .15 18. 19. •. TAX DUE . .. , . ._' _ 19 _ ~~~ ~S' . .. ............ ......... ..... ...... ...... ......... . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 ' 09 "0079$ UEGtDtNI'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Marjorie H Dorris _ _ _ _ __ _ _ _ 046-14-1791 --- - -- ~~11 _ _ - _ STREETADDRESS r~ 208 Senate Avenue ~ d~r/ CITY ;STATE __ ZIP __ Camp HiA PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. CreditslPayments A. Spousal Poverty Credit 0.00 B. Prier Payments 0.00 C. Discount 34.74 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest 0.00 E. Penalty 0.00 Total Interest/Penalty (D + E) (3) 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. (4) 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. (5) (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 694.75 34.74 0.00 0.00 660.01 0.00 660.01 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 :.......................................................................................... ^ ^K b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ Q c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ ^X 2. If death occurred after December 12, 1982, did decedent 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 or security at his or her death? .............. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ 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)]. 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)]. 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-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Marjorie H, Dorris 2009-00798 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. (If more space is needed, insert additional sheets of the same size)