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HomeMy WebLinkAbout01-30-12J 1505610105 REV-1500 °`tO2-"'t~"~ PA Department of Revenue pennsylvartia Bureau of Individual Taxes o..~,.,..,o.INHERITANCE TAX RETURN PO BOX z8o6oi Harrisburg, PA 19iz8~6o1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Socal Security Number Date of Deattt MMDDYYYY 172-24-9342 ~~~~~_~ ~ 10~~ /04/2010 ~ ~ Decedent's Last Name Suffix __.., ... _. -- ~ Maunce Sr (If Applicable) Enter Surviving Spouse's Information Below ~~~ ~. •-H Spouses Last Name Suffix Spouse's First Name MI 'Maurice ( ~ ~1 ~~~? (....__ I s Myrtle ~ 3 C _....._ ____ ~. ____1 €~~ _._._ _ _ ~ 1 I ~ y Spouse's Social Securit Number _ ~. ~~ ~'~ ~~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 2oa-26-s7ss REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Retum O 3. Remainder Retum (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) OD 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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name _ Daytime Telephone Number Adam R. Deluca " + (717) 249-1177 First Line of Address (61 West Lowther Street Sewnd Line of Address City or Post Office State ZIP Code I DATE ~ Carlisle ~ PA _ ~ 17013 Correspondent's a-mall address: Under penalties of perjury, 1 declare that I have examined this return, it it is ,correct and complete. DeGarefion of preparer other than the S T P N~ESP ,gjBLF.FOR FILING RETURN axompanying schedules and statements, and to the best tl representative is based on all information of which °re°; r~ILY G... _ `~} O ~ i ~ W ~ my knowledge and belief, 3r has any knowledge. DATE ~, L LYf l 1 t - .- ~ Ot ADDRESS ~~ ~~ ~~ c~- ~~I~ ~ ~7©~5 SIGNQTUR~ OF PR~ OT,y~'Fi,THltpl REPRESENTATIVE DATE l/~OCJN~1 _lTJ-^~'LY•/U/,f~~_ ___ 1 ~ 3 ('1 _,1 7 Side 7 1505610105 Date of Birth MMDDYYYY 11/06/1930 ~~ Decedent's First Name MI _.... _. Jay _ ~ L~" __ ..._ _~_..._... '.___._c OFFICIAL USE ONLY County Code Year File Number 1505610105 ~~~ J REV-1500 EX (FI) Decedent's Name: JeV L. Maurice, Sf. 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 and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. Decedent's Social Security Number 172-24-9342 65, 500.00 6. 7. 8. Jointly Owned Property (Schedule F) O Separate Billing Requested .. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested... Total Gross Assets (total Lines 1 through 7) ........................ ..... 6. __ - ..... 7. ', ..... 8. ' ~~ ~ _. ~._ 65,500.00 9. Funeral Expenses and Administrative Costs (Schedule H) .............. ..... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule q .......... ..... 10. ', 11. Total Deductions (total Lines 9 and 10) ............................ ..... 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................... ..... 12. ' 65,500.00 13. Charitable and Governmental BequestslSec 9113 Trusts for which ~~ ~~~ '~~~ ~~~~ ~ ~~~~~ an election to tax has not been made (Schedule J) ................... ..... 13. 14. Net Valua Subject to Tax (Line 12 minus Line 13) ................... ..... 14. '; 65,500.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spdusal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 ~0 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 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 THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 1505610205 O REV-1500 EX (FI) Page 3 Decedent's Complete Address: Ffle Number mil- Il - lU ly DECEDENTS NAME Jay L. Maurice, Sr. STREETADDRESS 607 West Pine Street CITE Mt. Holly Springs STATE PA ZIP 17065 Tax Payments and Credits: 2. Tax Due (Page 2, Line 19) 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 OVERPAYMENT. 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. (t) Total Credits (A + B) (2) (3) {4) (5) 0.00 0.00 0.00 0.00 0.00 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 .............................................................................................................................. ^ 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 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? ........................................................................................................................ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN REV-1502 EX+ (O1-10) i i~'' Pennsylvania SCHEDULE A ~ DEPARTMENT OF REVENUE REAL ESTATE INHERRANCE TAX RETURN RESIDENT DECEDENT --""~ -" 14LC r1UPICCK: Jay L. Maurice, Sr. 21-11-1014 All real property owned aolely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in wmmon. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1• 607 West Pine Street, Mt. Holly Springs, PA 17065 65,500.00 REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERRANCE TAX RENRN BENEFICIARIES RES[DENi DECEDENT ESTATE OF: FILE NUMBER: Ja L. Maurice, Sr. 21-11-1014 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1• !.Myrtle C. Maurice, 607 West Pine St., Mt. Holly Springs, PA 17065 Wife 100% 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 ELECitON TO TAX IS NOT TAKEN: 1. __ __ 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 5,:,;:--., ...r • • ~u ~.aiaai 1 ~.V b~iiii~.il~. Vi rv..^L of Tav Maurice I, JAY MAURICE, of Mount Holly Springs, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, hereby declare this instrument to be my Last Will and Testament, revoking any and all Wills by me heretofore made. ITEM ONE: I direct my hereinafter named Executors to pay all my just debts, funeral expenses and administration expenses, including inheritance taxes, as soon as may be convenient after my decease. ITEM TWO: I give all the rest, residue and remainder of my Estate, real, personal, or mixed, of whatsoever nature and wheresoever situate, unto my wife, MYRTLE MAURICE. ITEM THREE: I appoint my son and daughter, EDITH WEIBLEY of Carlisle, Pennsylvania, and DUANE MAURICE, of Mount Holly Springs, Pennsylvania, as Co-executors of this, my Last Will and Testament. ITE"d FOUR: In the event that my wife, MYRTLE MAURICE, should predecease me or she should die within 30 (thirty) days of me, then, or we should both die in a common disaster, then, I give all the rest, residue, and remainder of my Estate, real, personal, or mixed, or whatsoever nature and wheresoever situate, unto my children, EDITH WEIBLEY, of Carlisle, Pennsylvania, DUANE MAURICE, of Mount Holly Springs, Pennsylvania, and JAY MAURICE, JR., of Etters, Pennsylvania, in equal shares, or their issue per stirpes. ITEM FIVE: Whenever in this will, payment is to be made to a minor, or property is to be delivered to such minor, I authorize my executor to pay or deliver the same, in his discretion, to the parent, or to the person having the care, custody, or control of such minor, and the receipt of such payee shall be full acquittance to my executor. - ;; ~ _ -~ ~T ; c ^'~~} T C7 ~ ~ ~'L7 'J ~Ty. f._ ~ _ _, ->O-.,~ _ _' ~~ __ r° .c ITEM SIX: I direct that m Executor shall not be re uired to ~` Y q give bond for the faithful ' performance of their duties in this or any other jurisdiction. ~' IN WITNESS WHEREOF, I have hereunto set my hand and seal this this, my Last Will r~ and Testament, consisting of two (2) typewritten page(s), bearing my signature, ~~ ~ this ~ day of ~~~~ A.D. 2009. it~~J Yl.:~ J lVX urice, Testator COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND BOROUGH OF CARLISLE On this, the ~i day of C~~'~ ~ 2009, before me, a Notary Public, the undersigned officer, personally appeared JAY MAURICE, Testator, known or proven to me to be the person whose name is subscribed to the within Last Will and Testament, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. -iV TARY NOTARIAL SEAL JANE ADAMS Notary Public CARLISLE BORO., CUMBERLAND COUNTY (SEAL) ' 'Niy Commission Expires Sep 6, 2012 r COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : BOROUGH OF CARLISLE Before me, the subscribers personally appeared ~ I/~{~i1 ~'e,~ ,and QYl ~. ALVIC.12., ,who being duly sworn according to law, dot d pose and say that tre foregoing will, consisting of 2 typewritten page(s), was, on the ~~ day of ~kyQ~, , 2009, signed, sealed, published and declared by the said Testator as and for his/her Last Will and Testament, and it is hereby acknowledged that said testator appeared to be of lawful age and sound mind and memory and there was no evidence of undue influence. We, at his/her request and in her presence, have hereunto subscribed our names as attesting witnesses: ~~?~ ~ Ivv-t- Affiant Affiant NOTARUIL SEAL JANE ADAMS Notiry Public CARLISLE 80R0., CUMBERLAND COUNTY My Cotnmfi~ion Expiry Sip 6.2012 worn to ands bscribed before me this day of ~~~ 200 Gary L. Foster, Realtor SPENCER & SPENCER REALTY 1325 N. West Street, #1 Carlisle, PA 17013 717-386-9221 January 6, 2012 To Whom It May Concern: On December 2, 2011, I completed a walk through inspection of the property at 607 W. Pine Street, Mt. Holly Springs, PA 17065. The purpose of the inspection was to determine the value of the property for the estate of Jay L. Maurice. Through the Market Analysis process, I have determined the value of the property to be $65,500.00. I do not have any interest in the property except to determine the market value. Sincerely, ~d~~ Gary L. Foster, Realtor Spencer & Spencer Realty THIS ANALYSIS HAS NOT BEEN PERFORMED IN ACCORDANCE WITH THE UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE WHICH REQUIRES EVALUATORS TO ACT AS UNBIASED, DISINTERESTED THIRD PARTIES WITH IMPARTIALITY, OBJECTIVES AND INDEPENDENCE AND WITHOUT ACCOMMODATION OF PERSONAL INTEREST. IT IS NOT TO BE CONSTRUED AS AN APPRAISAL AND MAY NOT BE USED AS SUCH FOR ANY PURPOSE.