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J 1505610101
REV-1500 I:xt°'-'°'
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania Coun Code Year File Number
e....,.~.. o..„..~.
Bureau of Individual Taxes INHERITANCE TAX RETURN ~ ~ O ~ ~ ~ ~ ~ -
PO BOX z8o6oi
Harrisburct, PA t7tz8-o6o> RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
193-12-8135 01/21/2008
Decedent's Last Name
Macfarlane __ ___.. .._...... ~.
(If Applleable) Enter Surviving Spouse's Information Below
Spouse's Last Name
MMDDYYYY Date of Birth MMDDYYYY
04/22!1911
Suffix Decedent's First Name MI
.... _.._._ ... _w _ . ~__. ....
Mr. John W
Suffix Spouse's First Name
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
... REGISTER OF WILLS
MI
FILL IN APPROPRIATE OVALS BELOW
r~ 1. Original Return O 2. Supplemental Retum O 3. Remainder Return (date of death
prior to 12-13-82)
O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required
death after 12-12-82)
O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 TO:
Name _ _ _ _ Daytime Telephone Number
Barbara G. Graybill ',
Correspondent's e-mail address: Q~Qlvb/ ~!(~ ~ ~ ~ IQ ~/~ ~'
REGISTER LS USE ~LY
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y r_ r
DATE FILED ~ ~
untler penames of pepury, I tleGare that I havt~slkamineE this return, including accompanying schedules and statements, and to the best of my knowledge and Gelie
it is true, correct and complete. DeGaretion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNAT OF PERSON RESPONSIBLE FOR FILING~ET ~ i ~ DAJE
SIGNATURE OF PREPARER OTHER
DATE
ce~~
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610101 1505610101 J
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15056101D5
REV-1b00 EX
DecedenPs Social Securtly Number
oeceaer,rs N.m.: John W. Macfarlane 193-12-8135
RECAPRULATION
1. Real Estate (Shcedule A) .......................................... ... L 0.00
2. Stocks and Bonds (Schedule B) .................................... ... 2. ', 0.00 '.
3. Closely Held Cotporation, Partnership or Sde-Proprietorship (Schedule C) .. ... 3. ! 0.00 '.
4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. ', 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Properly (Schedule E).... ... 5. i 618,666.63 ,'
6. Jointly Owned P party (Schedule F) O Separate B
o
g
Requested .... ... 6. ' 0.00
7. ~
t
y
Inter-Vivos Trens~ rs & Miscellaneous Non-Probate Pro
(Schedule G) O Separate Billing Requested..... ... 7. 0,~
B. ToW Gross AsNsts (total Llnes•1 through 7) .......................... ... 8. 618,666.63 ';
9. Funeral Expenses and Administrative Coats (Schedule H) ................ ... 9. '' 23, 857.90 ':
10. t>ebts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. 6,176.32
11. Total Dsduetlorr•s (total Lines 9 and 10) .............................. ... it ! 30,034.22
12. Nst Velus of Estlets (Line 8 minus Line 11) ........................... ... 12. ' 30,034.22
13. Charitable and G~vemmental Bequests/Sec 9113 Trusts for which
an election to tax! has not been made (Schedule J) ..................... ... 13. ' 0.00 .
14. Nst Value Subispt to Tex (Line 12 minus Line 13) ..................... ... 14. 5$$,632.41 ':
TAX CALCULATION + SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line ill taxable
at the spousal ta% rate, or
transfer
d
Sg
9116 -
s un
er
c. --------------~-m---,
(ax1.2) X .0_ 15. ' 0.00 ''...
16. Amount of Line 14 taxable
at lineal rete X .dam 16. ' 26,488.4fi j
1
7. Amount of Line 14 taxable
at sibling rate X .12 17.: 0.00
18. Amount of Line 1 taxable ---'
at collateral rate X .15 18. ' 0.00
19. TAX DUE ....................................................... .. 19. 26,488.46
20. FILL IN THE OVA!I_ IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
aide 2
L 1505b10105 1505610105
REV-3508 EX+ (u-io)
Pennsylvania SCf1EDYLE E
DEPARTMENT OF REVENUE CASH BANK DEPOSITS & MISC.
INNERrrANCE TAX RETURN PERSONAL PROPERTY
aEStoEHr oECFOENr
ESTATE OF: FILE NUMBER:
John W. Macfarlane 21-08-0266
Indude the proceeds of litigation and the date the proceeds were received try the estate.
Nl 1~PsrtY to1~Y owned wkh right of survivorship must be disclosed on Schedule F.
~urunoe ___~_~__. ~ VALUE AT DATE
1. PNC Checking Acxd., PNC Bank, Bethany Village, Wesley Drive, Mechanicsburg, PA 17055 58,941.00
2, Smith Bamey Akx:t., Cfi Group, Strawbeny Square, Harrisburg PA 17101 558,429.92
3. IRS tax refund ,
632.71
4, Ohio Casualty Refund
85.00
5. Smith Bamey Deposit
578.00
TOTAL (Also enter on Line 5, Recapitulation) ; I 618,666.63
If more space is needed, use additional sheets of paper of the same size.
REV-1511 EX+ (SO-09}
~i Pennsylvania SCHEDULE H
DEPgRn+ENT OF REVENUE FUNERAL EXPENSES AND
rnrrEarra~cErgxRETURn ADMINISTRATIVE COSTS
REStoEm- oec,:oEnrr
ESTATE OF FILE NUMBER
John W. Macfarlane 21-08-0266
Decedent's debts must be roportad on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I' Parthemore Funeral Home, Bridge St, New Cumberland, PA 17070
3,454.00
B. ADMINISTRATIWE COSTS:
1. Personal Representatlve Commissions:
Name(s) of Personal Representative(s)
Street Address
City State ZIP
Year(s) Commission Raid:
Z•
3• Attorney Fees:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.)
galmant
16,500.00
Street Address
City State ZIP
Relationship of Claimant to Decedent
4• Probate Fees: 550.00
S• Accountant Fees: 166.00
6• Tax Return Preparer Fees:
~~ Advertising Carlisle Sentinel 126.70
B• Estate Checks 28.20
9• Aparbnent Rental Pending Removal of Personal Items, Bethany ~Ilage, Mechanicsburg, PA 17055 3,033.00
TOTAL (Also enter on Line 9, Recapitulation) ~ 23,857.90
[f more space is needed, use additional sheets of paper of the same size
REV-1512 EX+ (12.08)
~ pennsyhrarria
DEPARTMENT OF REVENUE
INHERITAN~ TAX RETURN
RESroENr oECEOEnrr
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
esrwre of FILE NUMBER
John W. Macfarlane 21-08-0266
Report dells incurred by the degdant prior to death that romained unpaid at the date of death, induding unraimLwroed madlal expemea.
ITEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
i• PA State Employees Retirement Refund 3,997.54
2. PA Commonwealth, Department of Revenue State Taxes 313.14
3. IRS 2007 Income tax 1,758.59
4 PA Commonwealth, Department of Revenue State Taxes 2005 107.05
TOTAL (Also enter on Line 10, Recapitulation) I ~ 6,176.32
If more space is needed, insert additional sheets of the same size.
- REV-1513 EX+ (O1-10)
Pennsylvania SCHEDULE
~,,,~,,,,,~ Tex r~RN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
John W. Macfarlane 21-08-0266
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY Do Not Lint Trashe(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Indude outright spousal distributions and transfers under
Sec. 9116 (a) ('1.2).]
1• John W. Macfarlane, Jr., 121 Glengarry Drive, Moon Twp, PA 15108 son 1/3
2. Amber Starr Macfarlane Mecca, 6335 Echo Hill Lane, Fairview, PA 16415 granddaughter 1 /3
3. Christopher J. Macfarlane, 121 Glengarry Drive, Moon Twp, PA 15108 grandson 1 /3
ENTER DOLLAR AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 Of REV-1500 COVER SHEET, AS APPROPRIATE.
II NON TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECRON TO TAX IS NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUIIONS:
1.
TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I ~
If more space is needed, use additional sheets of paper of the same sire.
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BARBARA G. GRAYBILL, ESQ.
426 SWAMP ROAD
MIFFLINTOWN, PA 17059
717-436-8172
March 25, 2011
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Cazlisle, PA 17013
RE: Estate of John W. MacFazlane
21-08-0266
To the Register of Wills:
I apologize for any inconvenience in the filing of the inheritance taxes and the
status report. Attached please fmd a signed original face sheet for the return as well as a
signed status report. I am enclosing a check made payable to the Register of Wills for
$15.00 as a filing fee.
In the future, my offices will be located as follows:
Thomas, Thomas & Hafer, LLP
PO Box 999
Harrisburg, PA 17108
Phone: 717-255-7237
Thank you for your assistance in this matter.
Sincerely,
O
Bazbaza G. Graybill
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