The URL can be used to link to this page

Home My WebLink About05-04-11 (2) 5056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po sox 2aosol RESIDENT DECEDENT 20 06 0670 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 169-44-6304 08/20/2000 05/11/1953 Suffix Decedent's First Name MI Decedent's Last Name _ Miller James P (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name _ Phyllis Miller.... S Spouse's Social Secunry Number __ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C ~7 Supplemental Retum 2 3. Remainder Return (date of death . tj~3 1. Original Retum . prior to 12-13-82) {- ~ 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tax Return Required death after 12-12-82) Decedent Died Testate C" ~ ~ 6 7. Decedent Maintained a Living Trust ____ 8. Total Number of Safe Deposit Boxes _ . (Attach Copy of Will) ation Proceeds Received Liti 9 (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death aOunder Sec. 9113(A) 11. g . between 12-31-91 and 1-1-95) Attach Sch ( ) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number Name (717) 238-2000 ; , Gregory M. Feather Firm Name (If Applicable) __ REGISTER O~E1~ USE ONLY: Handler, Henning & Rose r, i_ n =~ First line of address _ _ ~~ ~ ~.- _ _ 1300 Linglestown Road _..,X .- ~. ~~ ~_ ; ~-~ -~ Second line of address _ _ _ _ v e~~ _ _ ---I DATl#ILED C: ; City or Post Office State ZIP Code - c[`~ Harrisburg PA 17110 ~~ ~7-. 1 , ~ -~ ~_ i - ''~ _ ,.: ..r ~ "- r-r7 ~- c~ O -Tl Correspondent's a-mail address: feather@hhrlaW.COm Under penalties of perjury, I deGare 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 w er has any knowledge. T F P Ott NSIBLE FO~FI~TP!\G RETURN DATE e~,_ ~~ 05/02/11 ADDRESS Y 81 Linda Dri , Mech ~ urg, 7050 DATE SIGNATU OF PR ARE g~~ 05/02/11 ADDRESS ~----~~ 1300 Li esto Road, Harrisburg, PA 17110 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Social Security Number James P Miller 169-44-6304 Decedent's Name: m,~m~. ®._ ~ ~--~ --~~®-----~-- RECAPITULATION 1. Real estate (Schedule A) . ........................................... . L _ _ _ 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. 90,080.60 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) .................................. .. 8. 90,080.60 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 4,080.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. ' 4,080.00. 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 86,000.60. 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. ~~ 86,000.60 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ _ _ _ _ transfers under Sec. 9116 43,000.30 ' (a)(1.2) X .0 ~ 15. 0.00 16. Amount of Line 14 taxable ~ 43,000.30 ' at lineal rate X .0 45 16. 1,935.02 _ 17. Amount of Line 14 taxable ' 17 at sibling rate X .12 . _ _ 18 . Amount of Line 14 taxable ' 18 at collateral rate X .15 . 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 1,935.02 t~~~a 15056052059 REV-1500 EX Page 3 File Number _ _ 20 06 ':.0670 .:.«..,~e .>,~, DECEDENTS SOCIAL SECURITY NUMBER ' S NAME DECEDENT 169-44-6304 James P Miller STREET ADDRESS 81 Linda Drive STATE ZIP CITY PA 17050 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 1,935.02 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. InterestlPenalty if applicable 26.69 D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 26.69 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 0.00 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. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,961.71 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 : ........................................:::: c. retain a reversionary interest; or ...................................................................................................................... d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 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? .............. ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary 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) 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 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 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 child twenty-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) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF James P. Miller FILE NUMBER 2006-0670 Include the proceeds of litigation and the date the proceeds were received by the estate. .~~ _~__..., :,.:_.:..,~,,...,ea Ws~-, ~htit of survworshio must be disclosed on Schedule F. REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDI~LE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF ITEM IUMBEF A. 1 B. 1 State Zip Debts of decedent must be reported on Schedule L AMOUNT FUNERAL EXPENSES: Myers Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: FILE NUMBER 2. Attorney fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) ~~~:m~~~ 4. 5. 6. 7. Street Address City State , Relationship of Claimant to Decedent Probate Fees Accountant's fees Tax Return Preparer's Fees Zip $4,080.00 TOTAL (Also enter on line 9, Recapitulation) I $ 4 0 8 0 . 0 0 (If more space is needed, insert additional sheets of the same size) 04f29f2011 11:46 7177957291 MYERS-BUHRIG FUNERAL PAGE 02f03 1Vlyer~ Funeral dame, Inc. 37 East Main Street Mechanicsburg, Pa. 17055 gpyd t,. Myers Jr., Su ervisor (717)766-3421 STATEMENT QF FUNERA.I.. G~()AS AND SERVICES SELECTEI3 Chargts- are only for those items that you selected or that are required. If we art requited by law or by a cemetery or crematory to use any items: we a explain to writing below. if yyou selected a luncral that tray require embalming, such as a ttsneral with viewing, you may have to pa for cmbahrung. Y do not have to pay for embalming you did nat approve if you selected arrangements sucki as direct cremation or rmmedtatt burtal. It-we chaxgt you for embalming, we wrll explaita why below. For Services of _ Jim®s P. MI116C Date ~'Deatli August 20, 2000 Date o#' Contract August 21, 20pQ _. .--- -.~ 81 I-irtda Drive Mechanicstrurg, 17050 Charge to Yhyliis S lvliller .._-~~ _,... -._... r ~.,., ae __---.._Z~P _,.._ ~e _.__ . A. CHARGE FOR SERVICES SELECTED: C. SPECIAL CHAItGE3 I• pRUP'!v'SSIONA,L SERVICES Forwarding Remains to other Funeral Hama $ _ . ScrvirRS of Funeral Director and Staff _- $ 1695.00 Receiving Remains form other Funeral Homc $$ Embalming- ~ S .__895,00 ImmtdiateHurial __ . ,,,_- ... Casketirxg, dressing, cosmetolog~• _-S_---.195.00 Dirtct Crematioti~ _-_... $ - Other preparation of body _ ..._ $ ..-- --- - $ ' - Flaitdresser /Harbor _ _ _,. _ $ SUB-TU'FAL Off' SPECIAL CHARGES C $ A,uW~syRtmains ._. _-_-$-. D. CASkI AAVA,NCED $ ... _ _.. $ _.-.:_ -•------- 4laerlrng GraveJCry~t ...- .-_-... SUB-TOTAL. I'ItDFESSIONAI. SERVICES Al $ _2,785_ Newspaper Local ._ _ , ---__-, __..-. US1E OF .FACILITIES ANID SERVICES $ 425.04 For visitation / wane service ,. -•--- $ 450.00 For funeral ccrtrtlon~_ -- _--•$ .• For memorial service _ -. Equipment 8c services Cur gravcsido service _ ~ -295.00 SU$-TOTA,L )"ACILITIES ANp EQUIPMENT A2 S 1,170.00 AUTOMOTIVE EQUIIp`MENT 3 . Vehicle to trazrsfer remains to Funeral Homc $. 350.00 I•learse (Casket Coach) ~-._ $ 295.00 Flower Car /Floral Distribution __, - $ Inel Faroily car __..._-.. -- .- . $ $ Zncl 195.00 Lead Car !Clergy Car -_ •-. _.~ $ .-. -• Utility Gar - $ _ Out of town transportation _--.. _.. .. -• - ...... •-- -- ~ SUB-TOTAL AUTOIYIO"CIVE EQ[JIPMENT - --9.3 $ _ 840.00 TOTAL SEItvICI/s, r~ACILITIES, AUTOIVIOBIL>E A $ a,79S.00 "-- B. CIIA.RGES FOR ~ItCI-I,4NDISE SELECTIED Casket Ratlin Oak Rental _- - -$ , $_. Incl . --_.-_ OtherR~ItaCle - ._ _ -_, Outer $urial Cuntahicr - $ $ incl _ Acknowhdgment Cards -_, $ Inol Register Book _-. _ _ $ lncl Memorial `solders -_ --•- --- _..--- •- $ -.. Prayer Cards _ ~ $ .._ Temporary Grave 1Vtarkers _ -- _ $urial Clothiztg_ .. •-. - $ $ -- C.)xher Clothing__--, Cremation urn _...-. --. -. -- ~• _.. ._. TO~iA)L MERCkIANDISE SELiEC'I'ED~ B $ I agree that t have examined the items of goa regUested. I acknowledge receipt Of a copy of tl pa ment of the cash pace for, the goods and 59n liable with anyone else who siggns below. A LATI ThosetWStshmay~'inClude at~mey fees nd ourt be reflected on the final bi11. Newspaper , _-.~......----- _.,., _ $ Clergy /Mass pffeTi»g $_, r 75.00 Certtl'ied Copies of Death Certificate 12 _.. $ 24.00 Family Flowets __. ,- __.._ $ 106,00 .. $ 250.00 Crematory Charge - D ~ SUS-TOTAI.~ Off' CASK ADVANCED .... ~r~455.00 We charge you for our services in obtainitl$ the faklowing: NONE _ _ ------5UMMARY Uk' C.IIA.RGES TOTAL ABUVk: ITEMS (A,B.C.D~__ $ 5,250,00 Sales Tuts (if ~ fc+I % $ .--- -_-- TOTAL Ok' A)i.L SECTIONS _.,. S_. Y 5,250.00 $ LESS:1}aymcntMade ...._ _...-- . ,,,_..,...,...._ LESS: Credits Pending $ LESS: Credits granted Package Price Discount ~+ I,17p.00 BAI,ANGE DUE Iry Scp 20, 2000, $ , 4,080.00 i A late oharge of 1.5°!° per month on the outstanding balance (annual rate of 1$%) will be added to the balance. REASON 1;OR REQUIRED Stsl[tVICF,S QR MERCI?<A.IYX?ISE DISCLAIMER OF WARE?~-NTIES Our funeral home makes no representations oC warranties regarding9 c qr outer burial Containers. The only warrAMies, expressed or implied, 4 in connection with goods sold with the funeral service are the express warranties, IP any, extended by the me,nufacturer thereof. Nq other wet including the implied warranties of merchantability or fitness for pa purpose are extended by the seller. ricer selected above and found them to oe correct and aCGgrding to me at nt of Funeral Goods and Services Selected. !represent that I have sufficient atl. I also agree to mako payment of $ 4tt$0.00 wkhln 30 days; I the to be of t.5% per month (18°k, ®r annum) wr~e,ap +ed to the unpaid balance beg all reasonable costs peed by the Funeral~b,~~ w II beiaonsld8redt part~of thi items requested agar the date of this ag August 21, 2000 __ __.. .... ..- ~ (:ontraCY Dat¢ (Seal} -._., - -'- --- ~- __^_-.. -.._- rC aSer .-... (Seal) ..___... .. -.. k'uC~C 1-aS~T .~ "'-_"' "" Boyd L. My- are 7~r. LiceXASed k'une rector REV-1513 EX+ {11-OS) pennsylvania DEPARTMENT OP REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF James P. Miller SCHEDULE 7 BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [IncluSec. 9116t(a) (isz) jistributions and transfers under 1. Phyllis S. Miller 2. James W. Miller 3. Patricia A. Miller r1Lt ryYPID[R 2006-0670 RELATIONSHIP TO DECEDENT AMOOF ESTATE ARE Do Not List Trustee(s) Spouse $45,040.30 Natural Father $22,520.15 Natural Mother $22,520.15 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 ELECTION TO TAX IS NOT TAKEN 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 0 TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If more space is needed, insert additional sheets of the same size.