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Home My WebLink About03-03-10 (2) 1505607120 -J REV-1500 EX (Og-05) OFFICIAL USE ONLY PA Department of Revenue county code veer File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 9 0 8 6 2 PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 198 22 9921 09 08 2009 06 23 1929 Decedent's Last Name Suffix Decedent's First Name MI MURRAY DONALD L (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 X^ 1. Original Retum ~ 2. Supplemental Retum ~ 3. D or to 12x13 8) (date of death 4. Limited Estate ~ 48. Future Interest Compromise ~ 5. Federal Estate Tax Retum Required !date or death after 12-12-821 g Decedent Died Testate ~ ~ A~enCt PY i~ T ed)a Living Trust 0 8. Total Number of Safe Deposit Boxes (Anse, copy at vwn) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date or death 1 t, Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach $Ch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GEORGE F DOUGLAS , III ESQ . 7 1 7 2~9 6 3 3~ ..,.., Qa ;. Firm Name (If Applicable) --j S A L Z M A N N HUGHES P C REGISTE S U~NCI. , W First line of address ,V 354 ALEXANDER SPRING ROAD, SUITE 1 Second line of address ~-1 DATE FILED City or Post Office State ZIP Code CARLISLE PA 17015 Correspondent's a-mail address: 9 d o u g l a s ads a l z m a n n h u g h e s. c o m Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, R is trug~correct and co~lete. Declaratign of preparer other than the personal representative Is based on all information of which preparer has any knowledge. Robert E. Murray a-~ ~/ 20 tp 218 Chestnut Street, Mount Holly S~frings, PA 17065 SIGNATURE OF PREPARER O R THAN REPRESENTATIVE -- DATE _~,R.Qn4~ ~'~ ~~„:: ~~_ ~ George F Douglas, III Esq. ~.~ ZS~zp/~ 354 Alexander Spring Road, Suite 1, Carlisle, PA 17015 Side 1 L 1505607120 1505607120 1505607220 REV-1500 EX Decedent's Social Security Number oe~ede~f~SName: Donald Laverne Murray 1 9 8 2 2 9 9 2 1 RECAPITULATION 1. Real Estate (Schedule A) ......................................................................................... . 1. 2. Stocks and Bonds (Schedule B) .............................................................................. . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... . 3. 5 0 0 0 0 0 4. .......................... Mortgages & Notes Receivable (Schedule D) .............................. .. 4. 4 3 4 3 2 0 4 5• Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............... . 5. 6. Jointly Owned Property (Schedule F) ~] Separate Billing Requested ............ . 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............ . 7. 8. Total Gross Assets (total Lines 1-7) ..................................................................... .. 8. 4 8 4 3 2 0 9 1 2 3 7 2 8 1 9. Funeral Expenses & Administrative Costs (Schedule H) .......................... ............... 9. 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................. ............... 10. 1 5 0 0 0 • 12,522. 81 11. Total Deductions (total Lines 9 8 10) .........:............................................. ............... 11. 12. Net Value of Estate (Line 8 minus Line~11),......... ........:............... .......... .12. 3 5 , 9 0 9 2 3 13. Charitable and Governmental BequestslSec 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. .3 5 9 0 9 2 3 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 0 0 0 15. 16. Amount of Line 14 taxable ~ 3 5 9 0 9 2 3 16. at lineal rate X .045 17. Amount of Line 14 taxable 17 at sibling rate X .12 0 0 0 . 18. Amount of Line 14 taxable 18 at collateral rate X .15 0 0 0 . 19. Tax Due ................................................... ................................................... .............. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 1,615.92 0.00 0.00 1,615.92 Side 2 1505607220 1505607220 ~ , REV-1500 EX Page 3 npr_prlPnt's Complete Address: File Number 21-09-0862 DECEDENT'S NAME Donald Laverne Murray __ STREET ADDRESS 218 Chestnut Street CITY --- - -- - ESTATE ', ZIP Mount Holly Springs I PA i 17065 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) _ 1 ,61 5.92 2. CreditslPayments A. Spousal Poverty Credit _ _ B. Prior Payments 1,520.00 C. Discount 80.00 Total Credits (A + B + C) (2) 1 , 6 0 0.00 3. InteresUPenalty if applicable p. Interest E. Penalty • ~ Total InteresUPenatty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 15.9 2 A, Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. ~ (5B) '~ S . 9 2 Make Check Payable to: RE~G/STER OF WILLS, AGENT ~ pggp'~~~ '- ~~:f~F. ~ '~ ~-'~ y k ~ a-vaxacr~•axrt~+~sra~.xgr>ax ~~ w~~~?'4'~~3Y.'S# ~ ~„ ~~y h F ~~.:~ Y+' e*'~"'~~~~R d,.. lLS~ ~~art's YY,. !~7~H7.~L'. ~.xk_.. .iS1. - 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 :.................................................................................. ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................... ^ LX . x; c. retain a reversionary interest; or ................................................................................................................ ~ _~ d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 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?......... ^ ~, x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .........................................................:.-.......................................................... ^ UJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .....?:.~ . . ,.. _ ~~~-" c~ -:. ~ d r F f Y , ~~ .. » 3 '. '?x :-r ~, .::: yS.:'t. r';q~... ~.. ~+ .fi .Y' 1 -;'.h}~±?'!: { . '.5~ 41~,"'`' !" ,^'~"S-; 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 taz 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)]. A sibling 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-1507 EX+ (6.98) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Murray, Donald Laverne 21-09-0862 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule D (Rev. 6-98) Rev-1508 EX+(8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Murray, Donald Laverne 21-09-0862 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule f. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 M8tT Bank, Checking Account - No. 9843925653 5,626.76 Accrued interest on Item 1 through date of death 0.19 2 M8~T Bank Savings Account - No.15004216021648 ~ 30.953.93 Accrued interest on Item 2 through date of death 1.16 3 1999 Olds Alero - adeemed 0.00 4 2005 Buick Century Sedan 6,000.00 5 Guitar 150.00 6 Sterling Utility Trailer 700.00 TOTAL (Also enter on Line 5, Recapitulation) I 43,432.04 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV•1151 EX+(10.06) COMMONWEALTH OF PENNSYLVANfA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS -r __ ESTATE OF FILE NUMBER Murray, Donald Laverne 21-09-0862 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: ' 1. Personal Representative's Commissions Name(s) of Personal Representative(s) ~. 5,988.65 Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees SAL.ZMANN HUGHES PC 2,400.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Robert E. Murray Street Address 218 Chestnut Street City Mount Holly Springs State PA zip 17065 Relationship of Claimant to Decedent SOn 4. Probate Fees 207.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 277.16 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 12,372.81 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Murray, Donald Laverne 21-09-0862 ITEM AMOUNT NUMBER DESCRIPTION Funeral Expenses 1 Hollinger Funeral Home 8~ Cremetory, Inc. -funeral services H-A Subtotal Other Administrative Costs 2 Register of Witis -short certificate 3 Salzmann Hughes, P.C. -reimbursement for probate fees paid to Register of Wills 4 The Sentinel -Legal advertising ' H-67 Subtotal 5,988.65 5,988.65 4.00 75.00 198.16 277.16 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) , Rev-1512 EX+ (12-08) COMMOM/YEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS ESTATE OF (FILE NUMBER Murray, Donald Laverne 21-09-0862 Repoli debts incurretl by the decedent prior to death that remained unpaid at the date of death, Including unreimbunsed medical expenaea. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-OS) d SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Murray, Donald Laverne 21-09-0862 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustee s (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal and transfers distributions , under Sec. 9116(a)(1.2)] 1 Carol D. Murray Daughter 112 residue 17,954.62 138 Orange Street Shippensburg, PA 17257 2 Robert E. Murray Son 112 residue 17,954.61 218 Chestnut Street Mount Holly Springs, PA 17065 Total 35,909.23 Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 150 0 cover sheet, as appr opriate, II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ U.UU Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08} , 200 Buick Century -Private Party Pricing Report -Kelley Blue Rook K~~ley Blue Boob ~' THETRtJSTED RESOURCE _~_..__~_..........___.._Eyb.c•wr ~~ C~C~~l~r Don't Buy a Used Gar car•fax.com ~It~lOlit C~~F~X, 2005 Suick Century Sedan 4D BLllE BOOK ~ PRIVAtE PARpY 'VA~.tlE -~, Condition ,~> ""~"r•=`,~,,.~~ `- ~"~ Excellent t "~ `fir •~ Good (Selected) Fair $5,155 Vehicle Highlights Mileage: 56,000 ' Engine: V6 3.1 Liter Transmission: Automatic Drivetrain: FWD ~ - Selected Equipment Standard Air Conditioning Power Door Locks Single Compact Disc Power Steering Tilt Wheel Dual Front Air Bags Power Windows AM/FM Stereo Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also he used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Excellent $6,255 ,. _ ,_ _~ _._ ~_s +• > Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and wilt pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of aII used vehicles fall into this category. 'f GOOd (Selected) ,~=L~y; $5,755 • Free of any major defects. Value $6,255 ~; $5,755 rage 1 +J1 Send to Printer r~~- $~ advertisement ----- ,,,,,,,,., ,,._.._,rz._.__._~n,.~.._.,.~~.,~~o~rTrl_~!1(15R~le~Tilaac~~=SFi(1()(l.e~ 9~~1/2~09 Close Window ~~ ~~~ =199 Mitchell Road, Millsboro, DE 19966 Mail Code DE-h1B-13 Phone (888) 503-43x9 Pax (30'_)934-3955 September 33, 3009 Salzmann Hughes, P.C. Attorneys at Law 354Alexander Spring Road Suite 1 Carlisle, PA 17015 Re: Estate o~ Donald Laverne Murrary Social Security: 198-22-9921 Date o Death: S~tember 08, 2009 ' Dear Sir or Madam: Per your inquiry dated September 11, 2009, please be advised that at the time of death, the above-named decedent had on - deposit with this bank the following: I. TypeofAccount Checking Account Accotent Number 9843925653- - Ownership (14'ames of} Donald L Murrary•* Opening Date 2/25/08 Closed 9/1 S/09 Balance on Date of Death .~ S, 626.7b Accrued 1'nterest $ 0.19 Total $ 5, 66.95 2. Type ofAccount Savings Account • Account Number 15004216021648 Ownership (Names o~ Donald L Murrary* Opening Date 2/27,08 Closed 9,'1 S/09 Balance on Date of Death $ 30,953.93 • Accrued Interest $ 1.16 Total $ 30,95.09 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our Mount Holly Springs Office # 717-486-3038. Sin erely, +.~~ ~~~~ Tracie Hare . Adjustment Services