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HomeMy WebLinkAbout10-20-10Ut,I-I~-LUIU MUIV U3~ IU rM rihdl, l,xMr nl~L rH~ iv o. i~r-~~i-i~u~ T ~ r• uui .` f ' ~ ?e505fs3[~3eQ7~ REY-1500 ~"°~ ~ ~~~~-~..,.______ . .. PM Depu6twrR of Revenue ~ Mode leer F!e N19df~ ~ m~'rAt~ r~x ~rur~N ~ p Z I ~ ~~m~ ~ o~a~rr ~ r* mrvw~rsrwh ~+-a~* 8ade18ewd4- Nun6gr Dedte cf Oplp~ MI~D1'1M' Rabe d SIrOt 164-~8-217 111~011200d 08J1at1QS4 oaoedorant cart Nano 9rd~c Rsadex~'re1elrst lierna ~~ Donn t___-J Tttom~ Ig~p~gM1 iNer ~rrrNaho •potae"slydorrrlon 1Naw spouea'e fast Nana &dlYc rkat Nlerr~ w s~..~ soave ~ i~ ~}uw tree t~~K ou~tew~; ' REO~STER OF WILLS ~u tt ~eown~T~ cwaas r~e<.ow L~ 1. Qiprtrl iiabrn ~ 2 8upplernw+hi rieYan D 9. Ib,rr~ebrlar (49ie o(dearb pibr b ~ p ~. IJmMd L-Nare ~ ~+~ ~ {dente aF t'~ ~. O S, fhderai ~bc lilYert Rugried d G7 8. De0Mlrrl! Owd'fidab C7 7. D.cedent Illeirie~ad a Liyi~p Tiuot _. ~. 'Ihtal IMrgbe~ of d<M- DepaR Soros pUbrh ~P! d Wsy (Anad+ 4~op]- d1ht~ O 9. LlgnOn Plottads fb,aarYrd /~ 10. ~ ~ Gadlt ~ of drde O 71. e9~oliars 1R WIdY~ daeC. 9tt3{A~ - Yebreea 14ti41•Yi end -f'96j ~jAt09eb ICY. 00111~01~~ 11w~igN~19T9E!'AMPLE.AILJIiDi~O~RIALUi9iP0~gli Nana .~ M. Birch (717} T37-~0 . RL~OIQilR Illy C1rILYy _Q ~~ O O ' Fiat WfR OI adldt~ees ~n ~ 36Z 8. Spotlbir~ H~ Rd .p ,~ rn N 8ooa~d irw of erddrges ~ cn ~ O "~- ' n `~ ~ ~ ~ C' ' -rj rt Or Poet Ofoe S691i ~ rtblle `Y-' .. ~srg PA 1TD'.GD tv ~ ~~ c J; ~ ~~~ GoearpasderrCs aairN addn~s: 1J,Idirp.ndwsatpi.rjaxldealea~et~Mn-aweeWef~ir e+atu~iy •dd•ddfea~etaMrtee~+trbrauatMebaet anaoMK a b bae; aarartrai urraimdpepsar Yard on Y Mlbfr~lAiert frfwYkJr ary s ~~. ~a3 L 15~5~7,4y01 ,~~ -%~'-/6 ~~., ysas~zn~la s~ 1505610105 REV-1500 EX Decedent's S dal Security Number ' 164-28-02{17 Decedent s Name: RECAPIruLanoN 1. Real Estate (schedule A) ........................................... .. 1. ', 183,000.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D} ......................... .. 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 7,700.00 6. Jointly Owned Property (Schedule F} O Separate BIIHng Requested ..... .. 8. 1,500.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 8. Total (cross Assets (total Lines 1 through 7) ............................. 8. 19Z,Z00.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. ', 57,878.37 10. Debts of Decedent, Mortgage Liabilities, and liens (Sdiedule I) ............ .. 10. 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 57,878.37 12. Nat Value of Estab (Line 8 minus Line 11) ............................ .. 12. 134,321.63 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. j 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 134,321.83 TAX CALCULATION - 8EE INSntUCT10NS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9118 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .off 6,044.47 18. 6,044.47 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE .........................................................19. 20. FILL IN TkE OVAL IF YOU ARE REQUESnNCa A REFUND OF AN OVERPAYMENT 15056101D5 Side 2 6,,044.47 1505610~0~ REV-1500 EX Page 3 Decedent's Complete Address: File Number S NAME Thomas J. Dolan - STREETADDRESS 6 Tanvvood Ct. CRY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMEtrT. FlN In oval on Paps 2, Une 20 to request a refund. (1) 6,044.47 Total Credits (A + g) {2) (3) 736.94 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 6,781.41 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROpi~IATE BLOCKS 1. Did decedent matte a transfer and: Yis1s No a. retain the use or income of the property transferred :.......................................................................................... fc^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ' Q c. retain a reversionary interest; or .......................................................................................................................... d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. If death occurred after Dec. 12,1982, did decedent transfer property within one year of death wiUaut receiving adequate considereGon? .............................................................................................................. I' Q 3. Did decedent own an "in trust for" or payable-upon-death bank aaount or security at his or her death? .............. 4. Did decedent own an individual retirement account, annuity or other non-probate property, which c~niains a beneficiary desgnation? ........................................................................................................................ OF THE IEETURN. For dates ~ death on or after Jury 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or fort the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)]. ', For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of tie urviving spouse is 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 requirelhle~ts for disclosure of assets and fling a tax return are still applicable even if the surviving spouse is the only beneficlary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 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 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 ~.5 it percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. ', i • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §91160(1.3)]. A sibling is defined, under Section 9102, as an indvidual who has at least one parent in common with the decedent, whether by blood or adoption. ~ ~~ ' REV 1737-2 EX + (6-0B) (FI) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT sCN~pIrL~ A, PART 1 R~w~ ~fTAT~ IN P~NNSYLYANIA E8TATE O?F FlLE NUTABER' _ , Thomas J. Dolan Part 1 must include ail real property owned by the decedent individually or as a tenant in common with an r party(ies), having its situs in Pennsylvania. Property jointly-owned with right of survivorship should be disclosed on Schedule I real estate must be reported at fair market value, which is defined as the price at which property would be exchanged n willing buyer and a willing seller, neither being compelled to buy or sell and both having reasonable knowledge of th levant facts. ITEM NUMBER DESCRIPTION ~ I VALUE AT DATE OF DEATH t. ~6 Tanwood Ct. Camp Hill, PA 17011 ,: I j _ _ fl --_ _ _ . _ . _ _ I. ,._ ~ _ _ ;. _: - !' '' 'J IMIT 1 reverse TOTAL (Also enter on Line 1, RecaQitulatio ~) ~, S 1, 183,000 00 (If more space is needed, use additional sheets of paper of the same size) I REµ17371IX+{6-0B) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN NONRESIDENT DECEDENT scNtouL~ ~, Pr-~ ~ Mrsc~L~r-N~ous PERSONAL PROPERTY ESTATE OF Thomas J. Dolan ~_ FILE NUMBER ~'~, n9 Pe P PertY 9 Y P 9 ewel 1 furniture, ud intln ~ tl All rsonal ro oin hav~Nnnad v Itch th®Pe ht of sun-ivorshl lemust beldi~ ~~nal pn~perty are J rY. Pa 9s• P~rtY 1 nY ~9 P on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax comp i~ elected. ITEM NUMaER DESCRIPTION VALUE AT DATE OF DEATH ~. 1999 Dod e 9 ~ 1 70 '0.00 { 2~ -.~_ _ . -,.:- -: ._-.- r..:_, :, -.. z ,_... _-._._. ,: .._ _. .,. { -_ ._ CUNA Life Insurance to Estate ~ ~ ~.-; ~~t y i 6,000.00 t ~ fl - z.~.z..:.. z_ .: _~ ., -- - _ _. ii ~ ~ l I _._. _.... ~ I .c _'• . I ~,,. ,G4~'i`tW ~ ~ i. i E v , i~ ~t .~u ~ ' ' I I 1 ) ~ -._ .. .._.. -.. E - . ~ 1 k t Y 1 ~. 1 I..:.. _., - .&n rte. .. -...:.rr ~~~: ~ tl I l.__.,.__ _ _ - ~ __, _ _ . a,r.. _ _ _. ~. ; . --_ ~,~ s ~ t ~ - ~ I _. ` ' ~ ~~ ( __ i III I ~ I ~._.:- __ _ - - - _ -_ i _ . -. _ -.: _ _ - ~ i T ~__._~_ _ _ _ ~ ~. _-., ' i i i I, i t ~ I ,'t ~z --. .. :; ' _. _.. .. .._ _ ^ TOT i,,.,,.~.. _- -_.~..r. ~ _-s.4~ ~ 7,700 00 Ia ; g A F -Y- (From reverse side. ;~ ,. ,y, TOTAL (Also enter on Line 5, Recapitulation. I s -,,~ _ 7,700 00 ~:. {If more space is needed, use additional sheets of paper of the same size) ' REV-3509 EX+ (OS-30) Pennsylvania DEPARTMENT OF REVENUE zHHEarrANCE rAx aEruaH RESIDENr DECEDENT scN^ou~ ~ ~OINTL•Y-OWNED PROPERTY ESTATE OF: Thomas J. Dolan LE''~ NUM6ER: If an aaeet berome iointly owned within one year of the dKadan!'a date of death, R must ba ro SehaduN 6. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS ELI~TIONSHIP TO DECEDENT 212 Hol Drive~~~ _.__.______._.__.___ D u ~hter - _ { A•IDebra A Dolan ~ p ty ; ~~_ . Cam Hill, PA 17011 1 ~, , I i _i I ,_ i, _ __ _ _ __ _ e.j ~ ~ _ ~ i ~ ~~II _ _ _ __ _ , _ .;- 70INTLY OMfNED PROPERTY: IT91 NUMBER LETIBt POR ]081T TENAtR DATE MADE 101NT DESCRIPTION OF PROPERTY IN(IUDE NAIL OF FINANC<AI. A~ISTIfIlrION AND 811NK AOOOUNT NUMBER OR SIMILAR tD@lfIfYING NUMBaL A7rAQ1 DES FOR ]OINn.Y HELD REAL DATE OF DEATH V aF DATE OF DEATH VALUE OF DECEDFMS WfEREST 1. A. ~__ __-- - M&T Bak Cheddng Accalnt ~ 3,000.00 ~-- i 50 1,500.00 I I ~ ~ ~_ ~ ~~~~ _ _ ~ a i _~ ._. ~ _ __ _ ... _ ' I ,_~ ..~~._~ ~ :~~.u--. I i 1 I I I - __ .. _. _...~ ., J :.:.~ac~z~ , i i i I ~ L l i ~ . _ - . - i , , f _ _ ~ _ ~ i ~ . ~ ( . l _ ~ r.:. _. _... - ~ __ _ _ __ _ -I j I T .. T -- ~.. _ .~ .._ k ! ` -. ._. ~~.. _ i I _ _ _-__.. _::.. ~ .~ I u.. f f - - i . ... _ . _ - i ~_ M.. . ; ~ ' r ~-- ~ ~ _ I t , . - .. .. ~ I ` rs-z ...c~-~ 'a - ~ ~~ ' <...u °- h ~ I 1 _ I ~ ~ . _ t ~ _r- { ~1 I I , , ~_ __ ~; ,. ` t~ i ~~ , ~~ - - - ~ i ~ :ate. - ~ ' ~;, ~!; I . u ~ t t~ . _ _. _. ... .- I ~:.._._ - . _ TOTAL (Also enter on Line 6, Recapitulation) ; L ^~ N;T1 500 00 j __ If more space is needed, use additional sheets of paper of the same size. _ _ I ~ r~ 1 REV-1737-ti EX + (6-0S) REVERSE Pennsylvania DEPARTMENT OF REVENUE ~ INFiERiTANCE TAX RETURN NONIT DECEDENT fCi1~©YL~ N ~uN~llw~ ^x~NSis ~ ApMINiiTRAT11/~ COiTf Use Schedule H ONLY for proportionate method of tax computation. E8TATE OF FILE NUMBER' Thomas J. Dolan Debts of deosdent must bs reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT q, FUNERAL EXPENSES: 1. _ --- __-- _ _ Dimon Funeral Homes, Inc. L___._- ~. __ __ __ . _.__ _ _ n .~ ~ _ . . , 2. Publishing Expenses (Patriot-News & Cumberland Law Journal) ' ; ~ i ,.__ - -- -__ _-------__---- ~ __ _._ _._ i _ _ I i _ B. ADMINISTRATNE COSTS: ~ "~- - - 9,685.00 1. Personal Representative's Commission(s) `~ T~.~°-°T`° rr _ --------. ___. __ _ . _ __ 1 Name(s) of Personal RepresentaUve(spDebra A. Dolan ~ (Submit requested information for additonal pereonal representative's on additional sheets) Sodal Security Number(s) or EIN Number(s) of Personal Rspresentative(s 161 52-3532 I( ~ 212 Holl Drive _ Street Addreaa(es)_.__.____y ._--._ _-_.-. _.__. . _ _ _ __ _ .._ W _ - ._ __ .. city('bs)lCamp Hill _ __ _ _ ~ state(s~PA ; zIP(s) X17011 _i __. _. I_,_ _ -__ .___.__-_ _._ _. _- - Year(s) Comrttasion Paid 12011 _ I Z ~ Attorney Fees 3. ( probate Fees 4. I Accountant's Fees 5. I Tax Return Preparer's Fees 6. Miscelleneoue ExDer~s .~__ . __.___ _._ ....... . . . . .. _._.____ __.__ __._ Home Repairs and Supplies 11/2/2008 to 10/15/2010 2009 Real Estate Taxes i 12010 Real Estate Taxes i _ ___ _ Misc. Utilities (see attached sheet for details) Costs to Sell Real Estate (see attached sheet for details) TOTAL (Also enter on Line 9, 11,622.00 ~~=w --z- ----- ~r~ ~ - 3,94919 I' l~~-, > _.T_..,.~~ 18,177.83 57,878.37 (If more space is needed, use additional sheets of paper of the same size) ESTATE OF THOMAS J. DOLAN Township of Hampden, Cumberland County, Pennsylvania SrHF'niJLE H MISC EXPENSES CONTINUED Misc. Utilities PP&L Electric 11/2/2008 to 10/15/2010 ..............................................$1,772.36 Pennsylvania American Water 11/2/2008 to 10/15/2010 ..........................'....$'898.58 Hampden Township Trash & Sewer 11/2/2008 to 10/15/2010 .................. ~ ..x;,278.25 TOTAL MISC. UTILITIES EXPENSES .............................................$3,949.19 Costs to Sell Real Estate 75 00 Real Estate Commission ............................................................... ' .$10,8 $10 00 Notary .....................................................................................I .. Tax Cert Fee -Purity Abstract .......................................................... ' ....... $5.00 $ 30 00 City/County Tax/Stamps ............................................................. , .. 1,8 Hampden Township 4~' Qtr Sewer &Trash ................................................. $22.83 Home Warranty - AHS ................................................................ .... $4 400 Tax Service Fee Credit .................................................................... ...... $7 . Seller Assist ................................................................:.................. 4,'$, .926.00 TOTAL COSTS TO SELL REAL ESTATE ...................................... a. $18,177.83