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HomeMy WebLinkAbout05-21-10 (2)J 15056051058 REV-1500 i=x (~-~) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Po Box 2aoso ual Taxes INHERITANCE TAX RETURN r ~.-~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~~' ~t~ ~~ ~ ~~ ENTER DECEDENT INFORMATION BELOW Soaal Security Number Date of Death 098-24-0934 03/11 /2010 Decedent's Last Name McGarvey (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Wifl) 9. Litigation Proceeds Received Date of Birth 03/18/1926 Suffix Decedent's First Name MI Ruth J Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Retum 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFDENTtAL TAX MiFORMATION SHOULD BE DRECTED T0: Name Daytime Telephone Number Carl S. McGarvey (717) 394-3964 Firm Name (If Applicable) N RimG?s'rQ CAF 1NILLS U~ONLY C_~~ ra :Xl ~': First line of address ~~ T ~ --G i °- = r rv 1812 Edenwald Lane '.' ~ > = - - C Second line of address l ~ ~ `'i ~ ^`~ ^ ..:kL ~' csATi:: F3LED ~~ , .,., , ... City or Post Office State ZIP Code - Lancaster PA 17801 Correspondent's a-mail address: CSR1Cf~8f1/eYt'C~rT1Sn.COfTt Under penalties of perjury, 1 declare that I have examined this return, indudirg accompanying schedules and statemeMS, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is txased on aN information of which preparer has any knowledge. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 1'~ ADDRESS aa y, n D IZ £~tv~ yJal~. ~rtrQ. , `,NNfUtS7G/ Pi~f ~ ~ ~ O J 15056052059 REV-1500 EX Decedent's Social Security Number decedent's Name: Ruth J MCGarvey 098-24-0934 RECAPITULATION 1. Real estate (Schedule A) . ............................................ 1. 2. Stocks and Bonds (Schedule B) , ... 2. 276.84 .................................. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 9,701.27 fi. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 20,037.94 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 30,016.05 9. Funeral Expenses & Administrative Costs (Schedule H) ................ .. .. 9. 6,864.05 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) .............. .. 10. 203.39 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 7,068.38 12. Net Vaiue of Estate (Line 8 minus Line 11) ......................... .. .. 12. 22,947.67 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. 22,947.67 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 .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable 22 947 67 3 442 15 , . at collateral rate X .t5 18 , . 19. TAX DUE ....................................................... .. 19. 3,442.15 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-150 EX Page 3 Decedent's Complete Address: File Number DECEDENT'S NAME DECEI?EfJT'S SOCIAL SECURITY NUMBER Ruth J McGarvey 098-24-0934 ___ _ _ STREET ADDRESS Chapel Pointe at Carlisle 770 S. Hanover Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresitPenalty rfapplicable D. Interest E. Penalty (1) total credNs (A + B + c) (2) Total tnterest/Penalty (D + E ) 4. tf Line 2 is greater than Line 1 + Line 3, enter the difference. This ~ 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. Ths is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A} (56) Make Check Payable fo: REGISTER OF WILLS, AGENT 3,442.15 172.11 3,270.04 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 come of the property transferred :...................... ^ 0 b. retain the right to desgnate who shah use the property transferred a its irxbme : ............................................. ^ c. retain a reversionary interest; or .......................................................................................................................... ^ d. receive the promise for life of either payrrrents, benefits a care? ...................................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer properly wdhin one year of death WIthOUt feceNing adequate Conslderatl0n? .............................................................................................................. ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ^ Q 4. Did decedent own an Individual Rettrement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................... ............................................. ® Q IF THE ANSWER TO ANY OF THE A80VE 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 rath imposed on the net value of tr~tsfers to or for the use of fhe surviving spouse is three (3) percent ]72 P.S. §9116 (a) (1.1) (i)). For dates of death on a after January 1, 1995, the tax rate imposed on the net value of transfers to a 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 disdosure of assets and ailing a tax return are still applicable even 'rf the surviving spouse is the only benefidary. 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 rte years of age a 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 decedents ~rteal beneficiaries is four and ate-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 ttte use of the decedents 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 ate parent in common with ttte decedent, whether by blood ~ adoption. REV-1503 EX+ (6-98) COMMN ER TANCE TAX RETURNANIA SCHEDULE B STOCKS & BONDS ESTATE OF R~rtn J_ McGarvey -~ -~ -- ~_w....~ c FILE NUMBER 20~o-oo2as REV-i5Q8 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & M15C. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN PERSONAL PROPER RESIDENT DECEDENT ESTATE OF Ruth J. McGarvey wn and the date the proceerts were received bN the estate. Include the proceeds of li6gaf All property jointly-owned vriHr right of survivorship must be disclosed on Schedule ITEM DESCRIPTION NUMBER 1 Cash in checking account at M&T Bank on date of death 2 Furnishings in assisted living room at Chapel Point at Carlisle 3. Clothing and personal effects 4 Refund of prepaid costs for assisted living at Chapel Pointe at Carlisle 5 Refund of unearned premium from Royal Neighbors Insurance, medicare B supplemental FILE NUMBER 2010-00285 VALUE AT DATE OF DEATH 4,931.38 100.00 100.00 4,37322 196.67 I 9.701.27 TOTAL (Also enter on line 5, Recapitulation) S CERTIFICATE OF TITLE FOIR A VEHICLE ~ 341 1Q1L834270112263-Q01 !C2y91,p I 19821 DEROSE ~ 34UCISp1B903 MC VEHICLE IDENTIFICATION NUMBER YEAR trLAKE OF VEHICLE TR1.E Nt1M8ER: u I " ^r~ [{ 1 , ~ 4/28l10r EXEMPT I 4 BODY TYPE { I I SEAT CAP I DU'P PRIOR TITLE STATE ODOM. PROCD. DATE ODOM. MILES ODC)M.:$TATUS 112lQ7f8L 1 4/2811t] 1 I I I DATE PA TITLED DATE OF ISSUE UNLADEN WEIGHT i GVWR GCWR TITLE BRANDS ODOMETER DISCLOSURE ` EX~~f?T `~Y, FErDERAL LAW REGISTERED OWNEA(S) ~' ,N,~'''~, j/ct,. 'mot . CARL SAMUEL M CGARt1~E'#r' > ,,~<~'. , ',~^~r° .~r,._, ~,, 1812 EDENWALD LN LANCASTER PA 17601 FIRST LIEN FAVOR OF: FlRS1 LIEN RELEA.9ED DATE ' BY AUTHORiZE6 REPRESENTATIVE MAILING ADDRESS CARL SAMUEL MCGARVEY 15112 EDENWALD LN LANCASTER PA 1761 SECOND LIEN FAVOR OF: OCOtAETEP STATUS 0 =ACTUAL MILEAGE 1 =MILEAGE EXCEEDS THE MEGHANICAi. LIMITS 2 =NOT THE ACTUAL MILEAGE 3 =NOT THE ACRIAL MU.£AGE-ODD=IETEFt TAMPER~IG VERIFfET1'~... 4 = E%EMPT FROM ODOMETER DI$CLGSUI{E '. TITLE BRANDS ,~ = ANTIQUE VEHICLE I C : CI.ABSIC VEthCI£ O = COLLECT19LE VEMIELE r- ~ G1JT OF COUNIT4Y ~ = CHIGINALI:Y MF(ip:.FOR IVS)N.II. S. (%$TRI®UTt()N H = AGRICU<rTURAL VE1110LE L = LOGGING VEHICLE P = ISAVAS A POLICE VEHICLE R = RECONSTRIjCTED S =STREET RC)D T = pECOVEftEA THEFT VEHICLE V = VEHICLE:Ct7cerA1NS RFjSSUEO ~~rl W =FLOOD VEHICLE % = tBrWASA TA%I Ii a second genhomer is lis4etl upon satisfaction of the first lien, the first lienhofder must lorward this Tithe n the Bureau of Motor Vehicles with'.Ihe appropriate form and fee. SECOND LIEN R'cLEASED DATE BY 4lfrHORfZED REPRESENTATIVE pennsytvania DEPARTMENT OF TRANSPORTATION _,_, Y ~e~°.~~__ ALLEN D_ BIEHLER _ L. cacti[y_ac-of-lira.data- r iscuc_k~_rffi~_recarda_of. rtla.PeRns Ivarria _. _ __. _ _ _ _.. - ol Transportation reflect that the person(s) ar ~mpany named herein is the lawful owner of fhe said Vehicle. _ Secretary fi'Fiatt4p111'[attaA suescRleED Arro swoRN TO BEFORE.ME: ~Q w 71w er~r~ee randy mdas ana~l~ mr cert~xate ar nnp m u,e °erwe a«~w_ '~1 aCa,re, sWixt fv me wzaMrm~cas. ena rra+er Ie3N tlaimn set twm nere /~yW''~ W SIGNATURE OF RPRLICANT OR AUTHORIZED SIGNER Cf~ SIGNATURE OF CO-APPLICANT.TIT~E OF AUTHORIZED S,6NER If a co-purchaser other than your spouse is listed antl you want the fHle to j be listed as °Joint Tenants wth Right of Survivorshtp° (On death of one ~~ owner title gees to surviving owner) CHECK HERE ~. Otherwise, the Ntle wit( ite issued as °Tenants in Common° (On death of one owner, interest of deceased owner goes to his/her heirs or estate). -"-~ 1F NO LIEN, CNECKII IS THIS AN ELT? (IF YES, FN REWIRED} YES.Q NbQ j 1ST LIENHOl1]ER FNANCIAL INSTITUTIGN NUMBER' ~- I 15T LIENHOLDER NAME ~- ~ STREET ('-'~~ t CITY STATE ZIP 'p... ,. r IF NO 2ND UEiN, CHECK ~ IS THIS AN ELT? (IF YES, FIN REQUIRED} YES Q NO^ °d }° I 2ND UENHOL.DER FINANCIAL INSTITUTION NUMBER: I 2ND LIENHOLDER NAME STR~ I CITY STATE 2EP ~~ ~, ~. r O ~D N N .~ .-. r m N N rn C7 O O Q. O '~ n 0 O C~ 00 ,~ c~ n n~ -~ Q. O ~~ m v _ ~ m m ~ ~ m ' D '~ m m D Z "~ Z ~ D C7 v Z - n '~ 0° ~ < D ~ ~ Z ~ v -c D o ~ v D ~ n n m -~ y ~ 01 m 0 n~ a Q: m 3 m 0 co 0 5' ~: s Q I ~ O ~ ~ ~. ~ ~ ~ C7 i0 ~ co ~ ~ ~ ~ ~ ~ _ ~ ~ ~ tD ` °0 rn 2 ~ ~ x -~ ~' ~ ~ ~ ~ N `~ ~ ~ ~ v REV-15og EX+ (oi-io) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEp1~LE F 70INTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Ruth J. McGarvey 2010-00285 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• Carl S. McGarvey 1812 Edenwald Lane Nephew Lancaster PA 17601 B. C. ]OINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINr TENANT DATE MADE JOINT OESCRIPT70N OF PROPBtTY - INCLUDE NAME OF FINANCIAL INSiIRlrION AND BANK ACCOUNT NUMBS! OR SIMILAR IDENRFYING NUMBER. ATTACH DEED FOR)D[NTLY HELD REAL ESTATE. DATE OF DEATH VALID OF ASSET % of DECEDENTS INTEREST DATE of DEATH VALUE ~ DECEDENT'SINiERESi 1. A. 10101!99 Mobile Home located at Mahaffey Camp and Conference center owned 10,000.00 50 5,000.00 2 A 10/01/99 Certificates of deposit held by Alliance Development Fund in COS, CO 30,075.87 50 15,037.94 TOTAL (Also enter on Line 6, Recapitulation) I ~ 20,037.94 If more space is needed, use additional sheets of paper of the same size. ...'.7i. ~. .Ill ... Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Ruth J. McGarvey ~O ~ ~ -. p0 Z,g C, Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Evuing Brothers Funeral Home 4,615.12 2 Flowers, Ray's Florist 44.52 3 Fairview Cemetary 400.00 a Grave Marker Cuetera-Nile Memorial 700.00 5 Milage and Tolls from Carlisle PA to La Jose PA for burial 176.09 s Cost for Clergy (Rev. Frankenberry, Mrs. Nelson, Rev. McGarvey) 300.00 7. Travel Expenses related to making arrangements, funeral, meals for guests. 358.33 B. ADMINISTRATIVE COSTS: I. Personal Representative Commissions: 0.00 Name(s) of Personal Representative(s) Call S. McGarvey Street Address 1812 Edenwald Lane ___ _- city Lancaster state PA zIP 17601 __ Year(s) Commission Paid: Z• Attorney Fees: 0.00 3. Family 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: 149.50 5• Accountant Fees: 0.00 6• Tax Return Preparer Fees: 19 99 ~• Notary and Transfer Fees for Mobile home and Savings Bond redemption 67.50 e Cost for checks for Estate Account from M8T Bank 18.94 s Filing Fee for Inheritance Taz 15.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 6,864.99 If more space is needed, use additional sheets of paper of the same size. Pennsylvania DEPARTMENT CIF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES 8~ LIENS ESTATE OF FILE NUMBER Ruth J. McGarvey 2 m /O - ODD 28'.+' Report debts incurred by the decedent prior to death that remained unpaid at the date of death. induAfee ~~~~p~mti~~.~e,~ ,..va:.~~ e.,..e____ .~ ni~ic nyac.e io neeaea, insert aoo¢ionai sheets of the same size. Y ~ REV-1513 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES tJ1Alt Vt: Ruth J. McGarvey NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• Carl S. McGarvey RELATIONSHIP TO DECEDENT tTb Not List Trusteefsl Nephew ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEEP, AS APPROPRIATE. II NON TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. FILE NUMBER: AMOUNT OR SHARE OF ESTATE 100% TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size.