HomeMy WebLinkAbout12-01-10J
REV-1500 EX (01-10) ~ 15 0 5 61014 3
PA De artment of Revenue '~'~ OFFICIAL USE ONLY
p Pennsylvania County Code Year
Bureau of Individual Taxes DEPARTMENT OF REVENUE
Po Box.2soso~ INHERITANCE TAX RETURN 21 0 9
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
File Number
0499
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
198 10 7640 05 16 2009
Decedent's Last Name Suffix
MECKLEY
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
^ 1. Original Return
^ 4. Limited Estate
^ 6 Decedent Died Testate
(Attach Copy of Will)
^ 9. Litigation Proceeds Received
Date of Birth
02 23 1919
Decedent's First Name MI
MADALENE M
Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
® 2. Supplemental Return
^ 4a. Future Interest Compromise
(date of death after 12-12-82)
^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust)
^ 10. Spousal Poverty Credit (date of death
between 1231-91 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 Sect 13(A)
(Attach Sch. O) d '.~7
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO 4~N SHOU E DI -,~ , TO.
Name ~ ~~~ ` ~~`•
Daytime Tele Numb ~~-, -=~
JEAN D SEIBERT 717 2~~Olt rr~~"
First line of address
109 LOCUST STREET
Second line of address
City or Post Office
HARRISBURG
State ZIP Code
PA 17101
Correspondent's a-mail address: W z s@ m i n d s p r i n g. 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,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGN OF PERSON E ONSIB E FOR FILIN E RN DATE
_., ~ ~ ~;~.~ ~ Edward M. Meckley jl ~~ / C?
ADDRESS / ( '
210 South High Street, Mechanicsburg, PA 17055
SIGNATURE EPAR~R'~OT~1ER THAQI REPRESENTATIVE DATE
~~ Jean D Seibert l 1 ~~ Gtr
~~. -~ ;
REGISTER ~'~ US~NLY .._- - ,~...
-TJ .•~-
G1ry
DATE FILED
ADDRESS ~ /~
109 Locust Street, Harrisburg, PA 17101
Side 1
1505610143
1505610143 J
ADDITIONAL Personal Representatives
Meckley, Madalene M SS# 198-10-7640 5/16/2009
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best of their knowledge and
belief, it is true, correct and complete.
/~~ /'
2 Signature ~,, ~
Name Robert M. Meckley
Address 6160 Springford Drive Apt. C-6
city, state, zip Harrisburg PA 17111
/ /.
Date f l r ~~ ~~ / ~ r,~~~i
3 Signature
Name
Address
City, State, Zip
Date
4 Signature
Name
Address:
City, State, Zip
Date
5 Signature
Name
Address:
City, State, Zip
Date
6 Signature
Name
Address:
City, State, Zip
Date
150561U243
REV-1500 EX
Decedent's Social Security Number
Decedents Name: M E C K L E Y, M A D A L E N E M 19 8 10 7 6 4 0
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.
4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4.
5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 7 6 3 . 8 6
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7,
8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 7 6 3 8 6
9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 6 5 . 0 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 & 10) ...................................................................... 11. 6 5 . 0 0
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 6 9 8 8 6
13. Charitable and Governmental Bequests/Sec 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. 6 9 8 8 6
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 15.
16. Amount of Line 14 taxable
at lineal rate X .045 6 9 8. 8 6 16. 31.4 5
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. 3 1 . 4 5
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
150561U243 1505610243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 09 - 0499
DECEDENT'S NAME
Meckley, Madalene M _____
STREET ADDRESS
218 South York Street __~
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19) (1) 31.45
2. Credits/Payments
A. Prior Payments
B. Discount
Total Credits (A + B) (2) 0.00
3. Interest (3) 0.0 0
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) 3'I.4 5
Make Check Payable to: 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 :.................................... [~] ^x
c. retain a reversionary interest; or ................................................................................................................. ^ 0
d. receive the promise for fife of either payments, benefits or care? .............................................................. [] Ox
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?......... [~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^
1F THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
_ - - ,- - -- s s~~: -
~~ ~~~ ~ ~ ~ ~ 1994 and before Jan. 1, 1995,~the tax rate imposed on the net value of transfers to or for the use of the surviving
For dates of death on or after July 1,
spouse is 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 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 retturn 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 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 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 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 bloodd or adoption.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Meckley, Madalene M 21 - 09 - 0499
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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 2009 Pennsylvania IncomeTax Refund J 763.86
TOTAL (Also enter on Line 5, Recapitulation) ~ 763.$6
SCHEDULE H
.,
' FUNERAL E)CPENSES &
COMMONWEALTH OF PENNSYLVANIA ~~p ,c `~'~~ ^c
INHERITANCE TAX RETURN h11.J1Y1'Nl~ l f~'1~E C~~
RESIDENT DECEDENT
`FILE NUMBER
ESTATE OF Meckley, Madalene M I 21 - 09 - 0499
Debts of decedent must be reported on Schedule I. _,
ITEM DESCRIPTION AMOUNT
NUMBER FUNERAL EXPENSES: __-
A.
B. ADMINISTRATIVE COSTS:
~, Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Years} Commission paid
2. Attorney's Fees Wion, Zulli and Seibert -- Jean D Seibert 50.00
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 Register of Wi11s -filing fee 15.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7, Other Administrative Costs
1
TOTAL (Also enter on line 9, Recapitulation) 65.00
REV-1513 EX+ (11-08)
` SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Meckley, Madalene M 21 - 09 - 0499
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$)
RECEIVING PROPERTY Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)]
1 Edward M. Meckley Son 50% of Residue
210 South High Street
Mechanicsburg, PA 17055
2 Robert M. Meckley Grandson 50% of Residue
6161 Springford Drive Apt. C-6
Harrisburg, PA 17111
Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate.
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 0.00