The URL can be used to link to this page

Home My WebLink About12-18-09 . 15056051058 500 EX (oB-05) OFFICIAL USE ONLY REV-1 PA Departrnent of Revenue County Code Year File Number Bureau oflrMMdualTexes INHERITANCE TAX RETURN 21 OS 1264 pOBOx28080t Hartisb , PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Birth Date of Death _ _ 196-50-3702 11/30/2008 01/08/1959 Decedent's Last Name Suffix Decedent's First Name MI - - cPAHR _ JR. RICHARD __ _ ' C (tf Applicable) Enhr Surviving Spouse's Infonnatlon Below MI ' Spouse's Lest Name s First Name Suffix Spouse SPAHR PATTY _ K Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 175-ao-2los REGISTER OF WILLS FILL INAPPROPRIATE OVALS BSELOW `l nd~ 13 2) (date of death Supplemental Retum ~ 3 t 2 1. Original Retum o . prior ~imited Estate 4 €"~3 4a. Future Interest Compromise (dale of C" W "_ 5. Federal Estate Tax Return Required . "~" death after 12-12-82) Decedent Died Testate 6 m~:: 7. Decedent Maintained a Living Trust _.. 8. Total Number of Safe Deposit Boxes . (Attach Copy of Will) ation Proceeds Received Liti 9 " `"°"' (Attach Copy of Trust) G 10. Spousal Poverty Credit (date of death ::::: 11. Election to tax under Sec. 9113(A) h 0 h S g . „,.. . c . ) Attac between 12-31-91 ahd 1-1-95) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL C Name 'r 1lliam L. Grubb, Esq. Firm Name (If Applicable) First line of address __ 3803 Gettysburg Road. Second line of address __ D~ ED ~ J c,,7 ~ City or Post Office State ZIP Code _ CJi - r~ PA 17011 ~ Camp Hill __ Correspondent's a-mail address: 9rubblawr~aol.com Under penalties of perjury I declare that I have examined this return, Including accompanying schedules and etatemerds, and to the best or my knowledge and belief, it is true, correct and complete. 17ecleretbn ofpreparsr other than the personal rep, sentative 1a based on all information of which preparer has arty knowledge. I ATUR OF PERSpN RESPQNSIBL FOR FILING RETURN DATE D e_iL tea/ l,/l~ ~ / , _ ~f - ~~ 9 OF PREPARLR (yl}iER THAN DRRESPO ENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number (717) 763-5580 __ _ r.a _. _ REGISTER q~JILL3 USE Ot~j ~ ~p CO rn c. ~ 't7 r'*'1 C') :7 ~ te t; J r ; + ? r - -- "- : _ , , n ;~^i to _ ~ CO ^'~~~ =. ; :~~ c7 ;~ ~ ». C'iQ-n ~ _~ t _~ - f.-- ~ ~` -1 t ,,- ; .._ ~~ f_- tTl DATE L_ 15056051058 Side 1 15056051058 ~~ REV-1500 EX RICHARD Decedents Name: 15056052059 C SPAHR Decedent's Social Security Number 196-50-3702 RECAPITULATION - 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. . 3. Closely HeW Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ..............~~•~••••••~~ 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointry Owned Properly (Schedule F) C Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) S Separete Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) ................. ~ ~ ~ • • • • • 6. _~_ ..__._ae~.~~~.._~__. ~,~_w...~,..~. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 2,236.61 3,738.61 ', 6,038.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 6,038.00 11. Total Deductions (total Lines 9 & 10) ................................... 11. _ _ ............. 12. -2,301.39 12. Net Value of Estate (Line 8 minus Line 11) ................ . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 1a. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ............... . TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~~ 15. Amount of Line 14 taxable at the spousal tax refs, or __ trehsfers under Sec. 9116 15 _- ... .._ 16. Amount of Line 141axable 2 263 81 16 101.86 at Iineai rate X .0 45 17. Amount of Line 14 taxable 17 at sibling refs X .12 ...,. ,.. .. ,..__. 18. Amount of Line 14 taxable 18 at collaterel rate X .15 _ ~_ ,.. _ _ , _._. . 101.86 19. TAX DUE ............................ .............................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 I.._ Side 2 ~~ 15056052059 REV-1500 EX Page 3 ..... _`... '' -.' . ._.. Decedent's Complete Address: ( 21 ~~ Os ,;12sa ctutnia nnm~ 19s-50-3702 RICHARD C SPAHR 4072 Seneca Ave STATE ZIP CRY ~ PA 17011 Camp Hill Tax Payments and Credits: 1o1 ss 1. Tax Due (Page 2 Line 19) (~) . 2. Cred@slPayments A. Spousal Poverty Credit 70.68 B. Prior Payments C. Discount Total Credits (A+ e + C) (2) 70.68 3. InteresUPenalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Fill in oval on Page 2, Line 20 to roqueat a rofund. 5. If Line 1 + Line 3 is greater than Line 2, enter the d'rfference. This is the TAX DUE. (5) (5A) 31.18 A. Enter the interest on the tax due. (5B) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 31.18 NT E LS, AG STER OF WIL I yable to: REG Make Check Pa gSry a t qq ~ g ,,~ . 1a'fr. .~i~'. ~~W~'~ .. .. ~..-~~~~xA~19A ~r.jv f.. 6'~, ~i 9?.~ bt Suaj3~"4. c... d'i•'1 i~'*p~Yt v..d ~$~7~'.: Y~ge~vw i ~~ [d ;y} ~w~+t .7PVe»-. ~"~ ^~9°`t~`~"°tb ~~~:~ . .PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Vansfer and: Yes ^ No a. retain the use or income of the properly transferred :.......................................................................................... ^ b. retain the right to designate who shall use the property trensfened or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for I'rfe of either payments, benefits or care? ...................................................................... 2. If death occurred after December 12,1982, did decedent transfer properly within one year of death ^ without receiving adequate consideration? ...............................................:.............................................................. ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? .............. 4: Did decedent own an Individual Retirement Account, annuity, or other non-probate property which . ® ^ ............................................................ contains a beneficiary designation? ..........:................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONyS~,gI~S YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PAR~Ty OF THE RETURN. ~,* , i r sa,~ ~.'`~~! 9q4. ~.~~t, i9¢ v-,r .,:~n ~ ~~ddk4t !;~A,'t .., .~~f1P M k~ H4 t,+ k~Ek~~lts" •r Pi.,il~~a~ '~, r~~a--~. ::elm". 3" ~ .. ~ '~"~e. I . { .i~~;:''. i ~~~"$';;s ~v ~:~. ~ iT~ T 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)j. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or far the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling 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 (/2 P.S. §9118(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 fax 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+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SC1~IEpULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER :STATE OF RICHARD C. SPAHR, JR. 21-08-1264 Indude the proceeds of iNigation and the date_ the proceeds were received by the estate. , J I~L~J..In C (IT RIOrC SpaGC IS IICC{INr IIIOGII PY V14V~.Y~ .cow yr ..... v..... , REV-0.Slb EX+ (OB-09) I ~ • Pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND ESTATE OF RICHARD C. SPAHR, JR. FILE NUMBER 21-08-1264 .. . _. .., .~ _ ___...__._ __.. _c _.....«,..,. i •ti.,.~~~ti a ~~ nana thran of the REV-1500 i5 VeS. if more space is neeaea, use aomuunai nnecio ~~ papo ~~ .~~.....•.,.. -•--• REV-1511 EX+ (12-99) scNEOU~~ N FUNERAL EXPENSES & COMMONWEALTH OF PENNSYLVANIA RETURN ADMINISTRATIVE COSTS INHERITANCE TAX RESIDENT DECEDENT FlLE NUMBER ESTATE OF 21-08-1264 RICHARD C. SPAHR, JR. Debts of decsdsM must be roported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: t • Musselman Funeral Home, 324 Hummel Ave, Lemoyne, PA 17043 g, ADMINISTRATIVE COSTS: 1, Personal Repesentatve(s Commissions Name of Personal Representative(s) Social Security Number(suEIN Number of Personal Representative(s) _ SUeel Address Ciry State Zip Year(s) Commission Paid: 2, Attorney Fees 3, Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) ciaimantjPatty K. Spahr streetFddress 4072 Seneca Ave. Ciry Camp Hill State PA Zp 17011 Relationship of Claimant to Decedent spouse 1,761.00 700.00 3,500.00 77.00 4. Probate Fees 5. Accountant's Fees g, Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) S 6,038.00 (N more space is needed, insert additional sheets of the same size) REV-157.3 EX+ (li-UK) pennsylvania SCHEDULE DEPARTMENT OF REVENUE BENEFICIARIES INNERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RICHARD C. SPAHR, JR. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DiSTR18UT10N5 [Include ouMght spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. Elizabeth G. Spahr, 33 W. Locust St., Mechanicsburg, PA 17055 LATIONSHIP TO Dd Not List Tn Mother FILE NUMBER 21-OS-1264 AMOUNT OR SHARE OF ESTATE 2263.61 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTi0N5 UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0 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.