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HomeMy WebLinkAbout03-26-101505607121 REV-1500 EX (08-05) PA Department of Revenue OFFICIAL USE QNLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 9 0 1 0 5 0 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Socal Security Number Date of Death Date of Birth 1 9 6 4 8 2 1 5 0 1 0 2 2 2 0 0 9 0 6 1 5 1 9 5 6 Decedent's last Name Suffix Decedent's First Name MI T A R E L L M I C H A E L J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW © 1.Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death pnorto 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of wll) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number M A R C U S A M c K N I G H T I I I 7 1 7 2 4 9 2 3 5 3 Firm Name (If Applicable) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS I R W I N & M c K N I G H T P C First line of address 6 0 W E S T P O M F R E T S T R E E T Second line of address City or Post Office C A R L I S L E State P A ZIP Code REGISTER OF WILLS USE ONLY C~ a `--= o ~, r_7 _,y r ~ r ~ ~ N ~ -~ r ,r> fJ1 „ _ ~ , t~ C3~n ~ `-= , {{ E7AT~ILED "' .. ~G7 r :°* ~ i `:.' J •] :,7 :1 ,-:_7 ~~ __,. ~r r~ f'r1 1 7 0 1 3 ~ o ` `~' ~~? Correspondent's e-mail address: Under penalties of perjury, I d re that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, coned and comple ration of p~a~r uoWerlhalT~ personal representative is based on all infomration of which preparer has any knowledge. SIGNATURE OF PERSfdfjf~E3PpNSI~CF/FQR F~C{RETURN DATE ~ / ~ /_ ADDRESS 60 WEST P FRET STREET ~ CARLISLE PA 17013 Z(o T P PLEASE USE ORIGINAL FORM ONLY Side 1 L 15D5607121 1505607121 r 'I22Z09SOS'[ 'C22Z09SOS't ~ ' Z ePlS 0 2 '9 Q E 1N3WAtlda3A0 Ntl d0 ONftd321 tl ~JNI1S3f1D3Z! 321tl f1OA dl ltlAO 3Hl NI llld 'OZ .s~ ................................................ and X1.61 0 0. 0 86 0 0' 0 56' X a;e~ lea;e!loo;e • g~ algexe; bl aull;o;unowy 0 0' 0 ~~ 0 0' 0 Zl.' x a;e~ 6uligls;e • elgexe; ql, aull;o;unowy ~~ 0 2' 9 Q E 's~ h 2' 2 g S Q sbo' x a;e~ leaull;e • algexe; ql, aull;o;unowy g~ 9 L l6 'oag ~apun spa;sued ~o 'a;e~ xe; lesnods ay;;e algexe; til cull;o;unowy •g~ S31tltl 3l8tlOllddtl ?JOd SNOIlOfRI1SNl 33S - NOI1tl1f1dWO0 Xtll h 2 ' 2 Q S Q •bL .................. (EL Bull snu!w Z~ aull) xel of ~afgng snleA 3aN 'tiL •E~ • • • • • • • • • • • • • • • • • • (~ alnpayog) spew uaaq;ou sey xe; o; uol~ala ue yolynn god s;sn~l E L L6 oag/s;sanba8 Ie;uawwanoO pue alq~pe40 'E b h 2 • 2 8 S Q 'ZL ......................... (l6 aull snulw g aull) a~3s3;o anlpA ~aN 'ZL 6 S' 0 h 'C Z ' L L ........................... (0 L '8 6 scull leio;) suol3anpaa le;ol ' 4 L 0 2 ' 6 2 'OL • • • • • • • • • ~ ~ • (I alnPa4oS) suall g 'sal;!I!4e11 a6e6~ow `;uapaoaa;o s;4aa 'Ol 6 2 2 2 '[ Z 'g ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' (H alnPa4oS) s;so0 anpeAslulwpy +g sasuadx3 le~aun~ •g E `C ' E 2 Z S 'C .8 ........................... (~_ ~ scull Imo;) s3asstl ssaO 1e3o1 'g •~ • • • • • • • pa;sanbaa 6u!II!8 a;e~edag (J alnPa4oS) • ~ ~edad a;egad- snoauellaoslW g spa;sued sonln-~a;ul •g ....... Pa;sanbaa 6u!II!8 a;e~edag ~ (~ alnpayog) ~adad paunnO ~I;ulo(• •g E 'C ' E 2 Z S '[ .5 ~ • • • • ~ ' (3 alnpayog) ~ado~d leuos~ad snoauellaoslW +g s;Isodaa ~lueg 'yse0 •g .b ........................ (d alnPa4oS) algenlaoab sa;oN g sa6e6~ow 'y 'E ' ' ' ' ' (O alnPa4oS) dlys~o;audad-slog ~o dlysJau}~ed 'uol;eaod~o0 plaH ~(lasol0 'E •Z .................................. (8 alnPa4oS) spuog pue s~loo;S •Z . ~ ........................................ (b, alnPa4oS) a;e;sa lead{ • ~ NOlltlllllldtl03?l ~~321d.L ' ~ 93VH~IW :aWeNs,,~e~ ^ S 2 2 Q h 9 6 2 ~agwnN ,t;unoag leloog s,;uapeoaa X3 005L-n32i 'C22Z09SOS'C REV-1500 Ex` Page 3 Decedent's Complete Address: File Number 21 09 01050 DECEDENTS NAME MICHAEL J. TARELL STREET ADDRESS 703 HANOVER MANOR CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (3) 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty 'rf applicable D. Interest E. Penalty Total Interest/Penalty (D + E ) 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. 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. (4) 0.00 (5) 386.20 386.20 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 386.20 Make Check Payable fo: REGISTER OF WILLS, AGENT 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 : ............................................................. ......... ^ b. retain the right to designate who shall use the property transferred or its income; ...................... ......... ^ c. retain a reversionary interest; or ....................................................................................... ......... ^ d. receive the promise for life of either payments, benefits or care7 .............................................. ......... ^ 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 "intrust 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 benefiaary 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) peroent p2 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 p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot 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 childtwenty-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) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MICHAEL J. TARELL 21 09 01050 Include the proceeds of litigation and the date the proceeds were received by the estate. All propeRy jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CASH ON HAND 11,695.25 2. 1996 FORD F150 4X4 1,250.00 VIN #1 FTEF14YXTLB73859 3. ORRSTOWN BANK -CHECKING ACCOUNT #108006574 2,777.88 TOTAL (Also enter on line 5, Recapitulation) ~ ; 15.723.13 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MICHAEL J. TARELL 21 09 01050 Debi of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME 3,983.25 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) MARCUS A. McKNIGHT, P.C. 750.00 Street Address 60 WEST POMFRET STREET C;ty CARLISLE State PA Zip 17013 Year(s) Commission Paid: 2, Attorney Fees IRWIN 8~ McKNIGHT, P.C. 1,200.00 3, Famiry Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. probate Fees REGISTER OF WILLS 59.00 5 Accountant's Fees 6. Tax Return Preparer's Fees PATRICIA A. ROSENDALE, CPA 350.00 7. REGISTER OF WILLS -FILING FEE 30.00 8. NOTARY FEES 10.00 9. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00 10. THE SENTINEL -LEGAL 187.54 11. ROBIN A. COLLINS -CLEANING 477.00 TOTAL (Also enter on line 9, Recapitulation) 15 7,121.79 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN OF SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS FILE MICHAEL J. TARELL 21 09 01050 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH PP&L -ELECTRIC 19.10 TOTAL (Also enter on line 10, Recapitulation) 15 (If more space is needed, insert additional sheets of the same size) REV-7 57 3 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MICHAEL J. TARELL 21 09 01050 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude outrightsppoousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. JENNIE LOBATO Lineal 4,291.12 52 W. SIMPSON STREET 1/2 REMAINDER MECHANICSBURG, PA 17055 2. DANNY OAKS TARELL Lineal 4,291.12 225 WEST WATER STREET 1/2 REMAINDER MIDDLETOWN, PA 17057 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. L B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) ~ ORRS 0 0 ORRSTUWNBANK A Tradition of Excellence P.O. Box 250 Shippensburg, PA 17257 Temp-Return Service Requested Date 11/05/09 Page 1 Primary Account 108006574 Enclosures ~ni~~~n~~~~nnn~~u~~u~~~n~~~~~~n~n~~~~~~n~~~n~n~i~ 000134 0.6500 AV 0.335 TR00001 Michael J Tarell Marcus A McKnight III 60 West Pomfret Street Carlisle PA 17013-3243 ~~~~~ ~~~ Building? Buying? Remodeling? We can help! 1.888.ORRSTOWN - orrstown.com C H E C K I N G A C C O U N T S NOV 0 9 2009 IRWIN & NlcKNIGHT ' LAW OFFlCES Account Title Michael J Tarell Marcus A McKnight III Free Check'_ng Checl: Same;>~cping Account Number 108006574 Statement Dates 10/06/09 thru 11/05/09 Previous Balance 4,233.78 Days In The Statement Period 31 Deposits/Credits .00 Average Ledger 2,887.75 6 Checks/Debits 2,683.90 Average Collected 2,887.75 Service Fee .00 Interest Paid .00 Current Balance 1,549.88 M O N ~ Electronic Debits and iVithdrasrals c Date Description Amount °c 10/23 Payment TMobile 47.72- 0 CHECK # 0812 rn 0 0 0 ,~ --- CHECK SUMMARY - -- °o Date Check No Amount Date Check No Amount M 10/07 809 616.00 10/23 812 -See above- c 10/06 810 400.00 10/22 813 39.90 °o ~ 10/16 811 400.00 11/05 819 1,180.28 cu o * Denotes missing check numbers r i ~ M N C~ O N Daily Balaace Information Date Balance Date Balance Date Balance 10/06 3,833.78 10/16 2,817.78 10/23 2,730.16 10/07 3,217.78 10/22 2,777.88 11/05 1,549.88 ~~~~~ ~ Select Auto November 2, 2009 To whom it may concern: Bavarian Select Auto Phone: Fax: Service Dept. 717-796-0730 717-796-1702 717-697-9763 The 1996 Ford F150 4x4 VIN# 1 FTEF14YXTLB73859 estimated value is between $1,000. - $1,250. This price was based upon NADA, Kelly Blue Book, and Manheim Auto Auction sales prices. If I can be of any other assistance, please feel free to contact me. Sincerely, -~_~ Stephen S Cavrich Finance Manager 5270 E. Trindle Road • Mechanicsburg, PA 17050 www.BavarianSelect.com 717-766-3421 MYERS FUNERAL HOME. 083 P01 DEC 08 '09 12:36 :: ,~~: ... .. h3H' d•;°'~•' rs;• ~' :. ~ : ;•~: ::....... . ;. ~ .: 'k ~ ~ 1. ''a a.'.;: .. ~ ; X11 .1=•i ti , A:. ~, • r• 1y1'c' •~ti`ic:;~iu~rg~ P~n~sylvai~aa;.1Y703•~' ` ~r. ~ .. , ; .: °t ('~ f7) •71~5'~~•~ I . l~ nac (7 f ~j); 7~;~° • • • I ' ' • • ' . • . ~ i .; • ~ r t `:: ' ' ,' ., ,. ~; : .. .~;A.~~i~p~iar~•..w.~:rk~l`ence•~n~a.~~r~tr':~.1!?ettii'' lv.'~a'sitiei:~ ,3 ;.:.• -.. j ,:: • is ' ,; '~ Ctl'9r'ti 2ob9' ~ " t e. • v •- :' .: ~~ .t. 4 ., { I''•'~•~+~1 .`rA i~ ` S':1.! i~ !.y ~: f•' :li.. ~ ~ ~ l1: L.~.~. 4'~'Y; !1:{~ i~ ~F. "~r';~.•. 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