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Home My WebLink About01-21-10 (2)., ~ ~~ 1505607121 REV-1500 EX (0605) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 2 1 0 9 0 4 1 6 Harrisbu PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of death 2 1 2 1 8 8 7 0 0 0 4 ~'~,2 0 2 0 0 9 Decedent's Last Name Suffix L U C Y J R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Date of Birth 0 3 1 9 1 9 2 1 Decedent's First Name MI R A Y M O N D F Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 1. Original Return ~ ~. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4~. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required ~ Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes 0 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ~ . '~ (Attach Copy of Trust) 1 ~. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPUTED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 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) REGIST~ QP~WILLS USI=".ONLY- ;V; ; _ i ~ -,~ , ~ First line of address ~- ~' I ~~ N ~ t 5 4 E A S T M A I N' S T R E E T ! -~ t Second line of address ~ ~---~- ~ "~ ,~.~ --~ .. -~a, w i.'y -, II DATE FILED ,-,,,, `~ `~' City or Post Office State ZIP Code M E C R A N I C S B U R G P A 1 7 0 5 5 Correspbnden~ a-mail address: Under pen Ities o erjury, I declar t I have ex fined this tum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, co a nd complete. De a 'on of pre ar Sher an the personal representative Is based on all information of which preparer has any knowledge. SIGNATUR RES~N~~E FO FI~I RI=TURN I ~ y J~+~C 1 ~{, ~ i~ ADDRESS ` "~ d'll v 1274 W• L S R ROAD MECHANICSBURG PA 17055 SIGNATURE OF P P E T R T REPRESEN ATIVE DATE -~~.~<~ ADDRESS 54 EAST AI STREE_ MECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505607121 1505607121 J Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments ', A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C ) 3. Interest/Penalty if applicable D. Interest E. PenaltyI Total Interest/Penalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. Thus 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. Tf~is is the TAX DUE. A. Enter the interest on the tax due. ', (1) 19,146.97 (2) 0.00 (3) 0.00 (4) 0.00 (5) 19,146.97 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ', (5B) 19,146.97 Make Check Payable fo: REGISTER OF WILLS, AGENT WER THE FOLLOWING I UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS PLEASE ANS ~ 1. Did decedent make a transfer and: a. retain the use or income of the property b. retain the right to designate who shall u c. retain a reversionary interest; or ........ d. receive the promise for life of either pay 2. If death occurred after December 12, 1982, without receiving adequate consideration? 3. Did decedent own an "intrust for" or payabl 4. Did decedent own an Individual Retirement contains a beneficiary designation? .......... Yes No tr nsferred : ...................................................................... ^ 0 s the property transferred or its income; ............................... ^ 0 m~nts, benefits or care? ....................................................... ^ ~id decedent transfer property within one year of death upon death bank account or security at his or her death? ......... ^ 0 account, annuity, or other non-probate property which .~ ...................................................................................... ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS'S 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 impose 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 he only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceasedjchildtwenty-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 I.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use pf 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 ~f 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-1500 EX Page 3 File Number Decedent's Complete Address: 21 09 0416 REV-1500 EX 1505607221 RAYMOND F• LUICY, JR• Decedent's Social Security Number 2 1 2 1 8 8 7 0 0 RECAPITULATION !I 1. Real estate (Schedule A) ............ .......................... 1 2. Stocks and Bonds (Schedule B) ...... .......................... 2• 3. Closely Held Corporation, Partnership or Sole- roprietorship (Schedule C) ..... 3. 4. Mort a es 8 Notes Receivable (Schedule D) 'I ........ • • • • • • • • • • • • • • • • 4. 99 5. Cash, Bank Deposits & Miscellaneous Person I Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) ^ S parate Billing Requested ....... 6• 7. Inter-Vivos Transfers & Miscellaneous Non-Pr bate Property (Schedule G) ~ S parate Billing Requested ....... 7. 1 9 5 8 2 9. 0 0 2 3 9 6 8 2. 5 1 4 3 5 5 1 1. 5 1 9. Funeral Expenses & Administrative Costs (Sc edule H) 9. 6 4 4 5 . 0 0 3 5 7 8 . 1 8 10. Debts of Decedent, Mortgage Liabilities, 8 Li ns Schedule I 10. 11. Total Deductions (total Lines 9 8~ 10) '~, ........................... 11. 1 0 0 2 3 . 1 8 ~ 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 4 2 5 4 8 8. 3 3 13. Charitable and Governmental Bequests/Sec 113 Trusts for which an election to tax has not been made (Sched le J) .................. 13. • 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14. 4 2 5 4 8 8 . 3 3 TAX COMPUTATION -SEE INSTRUCTIONS FO~t APPLICABLE RATES 15. Amount of Line 14 taxable ~, at the spousal tax rate, or transfers under Sec. 9116 0 0 0 15 (a)(1.2) X •0 li . 16. Amount of Line 14 taxable 2 5 4 8 8 3 3 at lineal rate X .045 . 16. 17. Amount of Line 14 taxable ~ ! ~ ' ~ 0 17 at sibling rate X .12 . 18. Amount of Line 14 taxable 0 ~ ~ at collateral rate X .15 18. 19. Tax Due ....................i, ................... .. ..... ..19. i 20. FILL IN THE OVAL IF YOU ARE REQUEST NG A REFUND OF AN OVERPAYMENT 0. 0 0 1 9 1 4 6. 9 7 0. 0 0 0. 0 0 1 9 1 4 6. 9 7 Side 2 1505607221 1505607221 REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RAYMOND F. LUCY, JR. All real property owned solely or as a tenant in common must be exchanged between a willing buyer and a willing seller, nE Real property which is jointly-c SCHEDULE A REAL ESTATE FILE NUMBER 21 09 0416 rted at fair market value. Fair market value is defined as the price at which property would be being compelled to buy or sell, both having reasonable knowledge of the relevant facts. i with right of survivorship. must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. 1274 W. LISBURN ROAD MECHANICSBURG, PA 17055 (assessed value $155,420 @ common level ratio of 1.26 = $195,829 ', VALUE AT DATE OF DEATH 195,829.00 TOTAL (Also enter on line 1, Recapitulation) ~ $ 195,829.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, SANK DEPOSITS, & MISC. INHERITANCE TAX RETURN P RSONAL PROPERTY RESIDENT DECEDENT ESTATE OF RAYMOND F. LUCY, JR. ITEM NUMBER Include the All property FILE NUMBER 21 09 0416 proceeds of I tigation and the date the proceeds were received by the estate. jointlyovme Huth right of survivorship must be disclosed on Schedule F. DESCRIPTION 1. PNC BANK CHECKING ACCOUNT 2. PNC INVESTMENT TRANSAMERICA ANNUITY BONNIE M. REILLY BENEFICIARY' 3. GMAC DEMAND NOTES #830 4. SOVEREIGN BANK CHECKING 5. SOVEREIGN BANK MONEY MARKET 6 1998 CHEVROLET LUMINA TOTAL (Also enter on line 5, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 13,527.65 84,260.93 191.75 5,867.42 134,334.76 1,500.00 2.51 REV-1511 EX + (10-06) . _ ~ ' ' SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER RAYMOND F. LUCY JR. 21 09 0416 Debts of deced,hnt must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1. MYERS FUNERAL HOME MECHANI~SBURG, PA (PREPAID) 2. MYERS FUNERAL HOME OBITUAF~Y 195.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) ,~ONNIE M. REILLY (RENOUNCED) Street Address 1274 W LISBUF~N ROAD City MECHANICSBURG ~ State PA Zip 17055 Year(s) Commission Paid: 2 Attorney Fees MURREL R. WALTERS,III, ESQ. 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Caaimant 4. Street Address City State Zip Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS 'CUMBERLAND COUNTY 5 Accountant's Fees 6. Tax Return Preparers Fees 7. 5,775.00 475.00 TOTAL (Also enter on line 9, Recapitulation) I ~ 6,445.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) - ' SCHEDULE i COMMONWEALTH OF PENNSYLVANIA DiEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER RAYMOND F. LUCY JR. 21 09 0416 Report debts incurred by the decedent prior to death wlhich remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1. SCOTT LAWN SERVICE 71.34 LAWN MAINTENANCE 2. MET ED 252.00 ELECTRIC 3. GMC PENSION REIMBURSEMENT 3,254.84 TOTAL (Also enter on line 10, Recapitulation) I $ 3,578.18 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (g-00) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF RAYMOND F. LUCY JR. NUMBER NAME AND ADDRESS OF PERSON(S) REC IVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal dis ributions, and transfers under Sec. 9116 (a) (1.2)] 1. BONNIE M. REILLY 2 3 4 5 6 II. 1. 1274 W. LISBURN ROAD MECHANICSBURG, PA 17055 MEEGAN REILLY 1356 MARKET STREET NEW CUMBERLAND, PA 17070 AMBER REILLY 4416 VERANO PLACE IRVINE, CA 92617 MAX REILLY 515 9TH STREET NEW CUMBERLAND, PA 17070 JOHNNY LUCY 124 WOODS DRIVE, LOT 9A MECHANICSBURG, PA 17050 KELSEY REILLY 515 9TH STREET NEW CUMBERLAND, PA 17070 FILE NUMBER 21 09 0416 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Lineal Lineal Lineal Lineal Lineal Lineal =NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS HOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~J `~ ~~ ~~~,~ ~ ~~