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HomeMy WebLinkAbout12-28-111505610105 OFFICIAL USE ONLY REV-1500~``~-11'`x' PA Department of Revenue Pen~ylvarda County Code Year File Number Bureau of I~hdividual Taxes ~.~~E.~E PO Box z8ptioi INHERITANCE TAX RETURN Harrisburg PA i~~8-o6oi RESIDENT DECEDENT ~ ~ ~ ~ ~ ~~ ENTER DECEDENT INFOR ATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 191-26-7010 08/04/2011 02/23/1935 Decedent's Last Name Suffix Decedent's First Nama MI MURDOCH DONALD K (If Applicable) Enter Surviv~ng Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MURDOCH LOTS M Spouse's Social Security Number EGISTER OF WILLS FILL IN APPROPRIATE OWLS BELOW O1D 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (Date of Death - O 4. limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Requireo death after 12-12-82) O 6. Decedent Died Testae O 7. Decedent Maintained a Living Trust B. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Deceived 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 Schedule O) CORRESPONDENT - THIS SEC ION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name ~ Daytime Telephone Number LOTS M MURDOCH (717) 737-6287 First Line of Address 301 CHEROKEE DR Send Line of Address City or Post Office MECHANICSBURG Correspondent's a-mail address: ImurdZ53ZLa01.COm State ZIP Code PA 17050 RE613TE~F WILLS USE;©NLY ~~ _..,. _ -;, ~; r~> ~; -~ ct ._ , :~; c~ _j r} '...-~ILED ~~ - t Under penalties of perjury, I decl~re 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. eclaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RES ONSIBLE FOR FILING RETURN P DATE ~r~ ~ , 12/17/2011 ADDRESS 301 CHEROKEE DR, NVIECHANICSBURG PA 17050 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE U8E ORIGINAL FORM ONLY Side 1 15056,0105 1505610105 1505610205 REV-1500 EX (FI) Decedent's Name: DONALD K MURDOCH Decedent's Social Security Number 191-26-7010 RECAPITULATION 1. Real Estate (Schedrle A) ........................................... .. 1. 0.00 2. ..................................... Stocks and Bonds ($chedule B) 2. .. 0.00 3. Closely Held Corporiation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0.00 4. 9 9 ( ) ......................... Mort a es and Not$s Receivable Schedule D 4. .. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 0.00 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 7 ansfer~ 8 Miscellaneous Non-Probate Property s l G) u e O Separate Billing Requested...... (S hed .. 7. 910,390.81 8. Total Gross Assets (total Lines 1 through 7) ........................... .. 8. 910,390.81 9. Funeral Expenses and Administrative Costs (Schedule H) ............. ...... 9. 15,153.30 10. Debts of Decedent, (Mortgage Liabilities and Liens (Schedule I) ......... ...... 10. 0.00 11. Total Deductions (dotal Lines 9 and 10) ........................... ...... 11. 15,153.30 12. Net Value of Estate (Line 8 minus Line 11) ........................ ...... 12. 895,237.51 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax his not been made (Schedule J) .................. ...... 13. 14. Net Value Subject ~o Tax (Line 12 minus Line 13) .................. ...... 14. 895,237.51 TAX CALCULATION - EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 xable at the spousal tax r te, or transfers under Secj. 9116 (a)(1.2) x .0 00 $95,237.51 15. 0.00 16. Amount of Line 14 daxable at lineal rate X .o~ 0.00 16. ' 0.00 17. Amount of Line 14 tlaxable at sibling rate X .1~ 0.00 17. 0.00 ble 18. 1 t 00 0 0 00 15 at collateral rat X . 18. . 19. TAX DUE ........................... ............................ ..19. 0.00 20. FILL IN THE OVAy' IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056110205 Side 2 O 1505610205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: Tax Payments and Creldits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. CreditslPayments A. Prior Payments 0.00 B. Discount 0.00 Total Credits (A + B j (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 + 4ine 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 tb request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Dine 2, enter the difference. This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER ~'HE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent mpke 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 .............................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ ~ after Dec. 12, 1982, did decedent transfer property within one year of death 2. without eceiving adequate consideration? .............................................................................................................. ^ 3. Did decedent oVvn an "in trust for" orpayable-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 TIE 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1)', (i)]. For dates of death on or after Ja . 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 sta~ute 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 ~, 2000: • The tax rate imposed on the nit 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(a)(1 }]. • The tax rate imposed on the nit value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an indivlidual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1510 EX+ (09-09) ~ <~ pennsylvaroia SCHEDULE G DEIPARTMENT OF REVENWE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER DONALD K MURDOCH This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR REIAT[ONSHIP TO DECEDEM AND THE DATE OF SFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °/~ OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE I~ IRA OF DONALD K MU~2DOCH -ERIE FAMILY LIFE INSURANCE CO 126,819.55 100 126,819.5! IRA OF DONALD K MUKDOCH - CHARLES SCHWAB 2 655,812.00 100 655,812.0( 3 IRA OF DONALD K MU~DOCH -MIDLAND NATIONAL LIFE INSURANCE 110,932.76 100 110,932.7E 4 ROTH IRA OF DONALCI K MURDOCH -VANGUARD 16,826.50 100 16,826.5( TOTAL (Also enter on Line 7, Recapitulation) $ I 910,390.81 If more space is needed, use additional sheets of paper of the same size, REV-1511 EX+ (10-09) `'s ~~ Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DONALD K MURDOCH Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENS S: 1' MALPEZZI FUN RAL HOME 10,582.70 2. HAMMAKER'S SLOWER SHOP 275.60 3. ROLLING GRE~IN CEMETERY 550.00 a. GINGRICH MEMORIALS 3,570.00 B. ADMINISTRATIVE COSTS: 1. Personal Represehtative Commissions: Name(s) oR Personal Representative(s) Street Address City _ _ _ _ __ State .._._._ ZIP Year(s) Commission Paid: 2. Attorney Fees: 3. Family Exemptiorj: (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: 5, Accountant Fees:'.. 6. Tax Return Preparer Fees: 7. 175.00 TOTAL (Also enter on Line 9, Recapitulation) ~ 15,153.30 If more space is needed, use additional sheets of paper of the same size. __ - ~~ N s~~ ~~ °a' ` 3 m V X G N lY ~ ~ LL N pG T- L Q ~O O ~~ + W~^~ r N ~ ~ O i a N U~e& oc m ~_ • °~ 3 a 5_~ A 4( W O w, ~ S ~ U ~ ~ ~ of ~ ~