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Home My WebLink About10-13-09 (2) ~_, J 15056051058 REV-1500 EXcos-o~) ~,,,,,~ PA Department d liarerare taor.lly Code Mbar File Nunber Bueal d bldividlel Taxes '~ INHERITANCE TAX RETURN ~ eox 2lilieol 21 09 0794 l~erdebu~, PA tT128-0BOt RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Sodd Security Number Date d Death Date d Birth 206-32-0727 07/16/2009 08/10/1941 DeoedenYs Last Name Sullbr Decedent's Fast Name MI GRAHAM VERNA J (If Appllcabla) Enter 8ruvlvhrp Spouse's Intonrlstlort BNow Spouse's Last Name SuHbc Spouse's F'kat Name MI GRAHAM ERNE8T C Spouse's Social Searrity Number THE ~~ ~~ ~ Fa.ED ~ ~ YrRTII THE REGISTER OF WILLS FlLL Ri APPROPRIATE OVALS BELOW ~ 1. Orfpind RsYim 2. StrPptarlsnW Relum 3. Renlaindsr Rsttlm (dale d dasth prior to 12.13-82) 4. Linriled Eaglle 4a. Fuluro NMsrsN Conprorrllee (dsM d 5. Fsdsrd Eslele'Ibc RebMn Rsgldred death alter 12-122) 8. Decadent Ofad Tietsle T. Dscedart< Mskrleirrsd s Lirinp Tiwt 0 8. Told Nunbsr d 8sle DspOaR Boxes (Attach COPY d VYW) (Attach Cagy d Trust) 9. LNipsdon ProcNda Rsoaiwd mn. 10. Bpocrael Povwly Cradle (dale d dsatlr ~_ , 11. f7ectlorr Io tax tsrder Sec. 9113(A) tlstrreen 1231-91 and 1-1-95) (Altadt Sch. O) - 71~ 1t1EC710M M19T !E COIMLM®. ALL COItl1~01MlMCE AND COMIOENML tAX ri01~A110M OE DMtCitl~ T0: Name Deytlnte Telephone Nurlbsr Emeat C Gr>llhom p17) 891-5956 ~ FiTrr Nalrle (KAPD) , c~ REGISTER Of~V~B USE ONL"P ~=' ='~.' ;--.~ l"7 ~ K,. ~ ~ --+ c:^; , . First tlne d address ~~ ~ x 1940 F~her Ro>atd %> :~ .., c~ c~ ~~ ro Second Inks d address ~ C~ -n 3 ~-~ ~ _ r. CUy Or Pod ORbe Suds ZIP Code DAT~rn.ED _ 0 ~ t Ml~cttanit~burp PA 17055 Comespondenls e•rrrsN address: tkrdar pwrMtlas d perlley, I declare that 1 bare erranikred rNS re4rn-, krcNaMnp aooomparrylp adr4res and elMrmerMR and b the beat deny gpwledpe and baler, K Y Orre, correct and oonrptw. DaoMrMon d preparer other than Ilre pareprd npneerMallee k based on M krromialfar d rNNCh prspar~r rise ary IarowleaDe. SKiNAT~tE ~ FOR FILING RE711RN GATE ADDRESS 1940 Fisher' Road, Mechanrcsburg, PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRE3ENTATNE DATE 1rLlwE IUSE oawwLL tFORM oar Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedents Social Setxrrity Number VERNA J GRAHAM 208-32-0727 oeoea«~rs rte: RECA~ITUUTION 1. Real estate (Schedule A) ............................................. 1. 2. stocks and Bonds (Sctrsfide B) ...................................... 2. 19,317.38 3. Ckxrey hlsld Corporelfon, Pubtership or Sols•PiopdatorshlP (Sctrsduls C) ..... 3. 4. Mortplgss il< Notes Recefvwble (schedule D) ............................. 4. 5. Cash. Bank Deposits ~ Mfsaeflerrsous PersorrN Property (Sdudrrk E) ........ 5. 26,928.89 8. Jokrly Owned Property (Schedule F) _. _ Separate BNAnp RequesMd ....... 8. 7. IrMer-VMos Transfers 8 t~isoe8eneorrs Non-Probate Property elNk R t d 8 7 77 38 028 egrrss ........ sperste w e (Sclrsd.rle a> :: - : . , . 8. Total Gross Assets (toad Lkres 1-7~ ................................... 8. 33~2'T3.04 9. Funeral Expera»s il<Administra8ra Costs (Schedtde H) ..................... 9. 10. Debts of Dsceds-rt, MortgaQs LiabNgtss, S Lferts (Schedule Ij ................ 10. 11. ToW Dsductlons (total Lktes 9 d~ 10) ................................... 11. 12. Net talus of Estate (Clete 8 minus Lkre 11) .............................. 12. 45,246.27 13. Charitable and Go~remmerNat 6eQuests/Sec 9113 Tnrsfs for whir;h an elscibn to Mx has not been nrads (scfrsdirk J) ........................ 13. 14. Net VaAN Subject to Tax (Line 12 mkxrs Line 13) ........................ 14. TAX COMPUTATION - 8EE INSTRUCTIONS FOR APPLICABLE RATES 13. Amount of Una 14 taxable at the spousal tax rate, or trerrefers under Sec. 9116 (ax1.2) X .OQQ 45,248.27 15. 18. Amount of Line 14 taxable 38026,7/ at ik,s.l rats X .0 18. 17. Amount of Line 141axable st sibNnp reds X .12 17. 18. Amount of Line 14 taxable at ooiletend rats X .15 18. 19. TAX DUE ......................................................... 16. Z0. FiLL Bi THE OVAL E: YOU ARE REQUES71N6 A REFUND OF AN OVERPAYMENT 43,246.27 1,711.20 1,711.20 15056052059 Side 2 1505602059 REV-1500 EX Page 3 FM Mumbo Decedent's Complete Address: n uas ~rvg oEC,EOafrs tfOC~AL sECxlwfir trUUtBHt VERNA J t3RAHAM 206-32-0727 sTREETnoor~ss_ 1940 Fisher Road _ ~y _ _ _ _ _ _ _ Msdtenicsburp STATE PA ZP 170!55 Tau Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 1,711.20 2. CreditalPayrrtenls A. Spousal Y Credrit B. Prior Payments C. Discount 85.56 Total CredNs (A + B + C) (2) 85.56 3. IrderesflPenaky ~ applicable D. hllerest E. Penally Total kderestlPertelty (D + E) (3) 4. 8 Line 2 is greater than Line 1 + Line 3, solar the dilf~rtoe. This is the oV~PAYMENT. t~ NI Oval 011 P~ Z, I.kN ZO to request i rNu11d. (4) 5. ff Lkte 1 + Lnte 3 is greater than Line 2, erNer the dilfe~toe. This is the TAX DtJE. (5) 1,625.64 A Enter the interest on the tax due. (5A) B. Erder the total of Lkre 5 + 5A This is the BJILANCE DUE {56) 1,625.64 Make Check Payable to: REGISTER OF WILLS, AGENT ,, PLEASE ANSYYER THE FOLLOIMNG QUESTIONS BY PLACING A,N "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or incatte of the properly bartsfened :.......................................................................................... ^ b. retain the right b designate who shat use the property aansfened ar its irtoome;. ^ c. retain a revereiortery irderesi; a ......................................................................................:::::::.:::::::::::::::::::: ^ d. receive the prombe for rte of either payments. benefits or cwe? ..................................................................... ^ 2. ff death occurred aAer December 12,1982, did decedent transfer property within one year of death without neoeising adequate oondderaliort? .............................................................................................................. ^ 3. Did deoedertt own sn "m frost for' or payable upon death bank account or sealriy at his or her death? .............. ^ 4. Did deoederrt own err Irtdnriduai Retirement Aooaxd, arxxay, or other non-probate property whk,h oorrtairts a beneficiary designation? ........................................................................................................................ ® ^ ~ TiIE ANSWER TO ANY OF THE AI~VE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN. For dates of deatlt on or crier Joy 1,1994 and before January 1,1995, the tax rate imposed on the rtet vdue of transfers b or for the use of the survivatg spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jarnlmy 1,1995, the tax rate imposed on the net vakre of transfers b or for fire Ilse of the surviving spouse is zero (0) peroertt (72 P.S. §9116 (a) (1.1) (p)]. The statute ~ a transfer b a surviving spouse from tax, and the statrttory requirerrtsrtrs for dnsdosnme of assets and iamg a tax return are shit appNcat>le evert ff the surviving spouse is the only ber~iaartr. For dales of death on or after Juy 1, 2000: The tax race imposed on the net value of transfers from a deceased cf1~d twenty-orle years of age or younger at death b ar for Ste use of a naturd parent, an adoptive parent, or a stepparent of the dtnld is zero (0) percent ]72 P.S. §9116(ax1.2)]. The tax rate imposed on the ne# value of tralt~ers b or br the use of the decedent's Nneal benetiaaries is four arrd one~half (+4.5) percent, except as rtoient in 72 P.S. §911ti(1.2) ]72 P.S. §9116(aK1)]. The tart rate irtnpoeed on the net value of transfers b or for the use of the decedent's sibNrlgs is twelve (12) peroent [72 P.S. §9116(aN1.3)]. A a~irtg is defaced, order Section 9102, as an individual who has at least one parent in common witlt the decedent, Mrftettter by blood or adoption. REV•1503 EX+ (8.98 scN~ou~s s COMA/ONVYEALTH OF PQrINSYLVANIA ~VM~7 INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FIDE NU~ER Vema Jean Graham 21-09-0794 N poperif jolef~w~ei ~i iyt d sarMaonhip ewst M iedeeei M &INiie F (B more space is needed. insert additional sheets of the same sine) REV-1508 EX~ (6-66) COMMONNEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~~~~ CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERII/ E8TATE OF FN.E NUNNfER Vema Jean Graham 21-09-0794 h~dide /~. pionad`s of fiyrien and tlw dda tfia pooeeds ww wcair~d dl t>r eaid~_ IU poperly joiply-0vnud with right of suvivaship ~ 6~ aisoloaad on Selwdii F. (If mare speoe is needed, insert additional sheets of ti~ same size) REV-ta,o Ex• t<see co~tMONVrEALTH of at~INSrLVANw INHERITANCE TAX RETURN RESIDENT DECEDENT ~~~~ Qr MER-1IINOS ~ do MISC. NUM-PROBATE PROPEICIY ESTATE OF FILE NUMBER Vema Jean Graham 21-09-0794 This schedub must be aawphle0 atl YeA itie aeseier b aer d pesioee 1 tiuo~ 4 a tie esaMSe sifie die tttlFtiDO OONfJt SFIEET s has. ~ NU Mauoen~iwEOF~e~.notea~~~moFC®e~rNO nfo~aEOFmQaae~mr+roFnEO®we~xpsouE QI-TEOF DEIIiFt NIUEOFASSET %OF DEC4"S SIiBtESf EXCLUSION TAXABLE YAWE ~. PSECU IRA Brian E Graham, son; Gary K Graham, son; 36,026.77 100 36,026.77 Alan K Graham, son O TOTAL (Also enter on line 7 Recapihdationj S I 38,026.77 (It more space ~ needed, insert additional sheets of the same size) ftEV-1513 ~X+ {11-08i pennsytvarria SCHEDULE ~ OEiARTMfM Of nfVEN41f BENEFICIARIES IINKRITAAICE TA1C RETURN RESJDENr DCCEDENr ESTATE OF FAE NlilfltN:R Vema Jean Graham 21-09-0794 Rp.AIitONSHIP TO OECEOENT AMOIN~f f OR SNARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEJVING PROPERTY Do Not List Trvrtq(sj OF ESTATE I TAXABLE DISTRIBUTIONS (Indude outright spousal distributions and trarelera under Stc. 9116 (a) (1.1).] 1 Brian E Graham, 45 Hoover Raad, Carlisle, PA 17013 SON 12'675.59 2 Gary K Graham,19120 Loudoun Orchard Rd, Leesburg, VA 20175 SON 175.59 3 Alan K Graham,102 W Vine St, Sh"remanstoMm, PA 17011 SON 12675.59 ENTEit DOLtJ1R AMOUNTS TOR OISTRIBUTIONS SHOWN ABOVE ON LU~515 THROUGH 18 OF REII-1500 CL?VER Si#EET, A S APPROPRJATE. A NON TAXABLE DISTRIBUTIONS: A. SPOUSAL DIS'rRJBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 15 NOT TAKEN 1. B, ~ CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TaTAL OF PART II - ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 LAVER SHEET. ; Jf more space is needed, Insert addiGonaf sheets of the saint sFte.