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Home My WebLink About08-30-12 (2) 1505610140 -' REV-1500 °"°'-'°' OPFICIAI. USE tN6.Y PA DepaMtent of Revenue Courra Cods Year FAa NumEer Bureau of IndMdual Taxes INHERITANCE TAX RETURN Po Box zeoBO1 2 1 1 1 1 3 3 2 Hamisle_a++ PA 1712&0801 RESIDENT DECEDENT ENTER DC-CEDFM NlFORMA710N BELOW Sodal SecuMy Number Date of Daam kerDOyvn' Date of Blrtl1 MMDDYYYY 9 2 D 1 1 0 8 0 5 1 9 1 7 DecedenPs Lasf Nama Suffix DecedanYs Frst Name MI O' C O N N E L L T H O M A S J (N AppHCable) Enter Surviving Spouse's IntormaNon Below Spouse's last Name Suffix Spouse's First Name Spouse's Sodal Searity Number FlLL IN APPROPRIATE OVALS BELOW ® 1.Origrml Return ^ ^ 4. Umned C-stets ^ ® °. Decedent Died Testate ^ (Atladt copy or wln) ^ 9. Utlgatlon Prioceeds Received ^ THIS RETURN MUST BE flLED IN DUPLICATE WITH THE REGISTER OF YYILLS 2, Supplemental Return ^ 4a. Fuhxe Interest Compromise (date of ^ death agar 12-1282) 7. Decedent M8tlt8Mled a UWtg Trost _ (Attach Copy of Tnet) 10. spousal Poverty Crean (eats of deem ^ behveert12-31-91 and 1-1-95) MI 3. Remainder Return (date of death prbrb 12.13-82) 5. Federal Estate Tax Relum Requhed d. Trial Number of Safe Deposit Boxes 11. Electlon fA tax under Sec. 9113(A) (Attach S¢h. O) CORRESPONDENT -THIS SECTgN NUBT BE COAPLETED. ALL CORRESPONDENCE AND CONFIDBIT W. TA7(NIFORMATIf1N SHOULD BE DRECTED T< Name Daytime Telephone Number n,, M U R R E L W A L T E R S I I I E S Q 7 1 7 6~7 4 ~'-5 D ~ ~ -. REOISTER~r OeE ~Y - ~. ~~ O J: Fret line of address ~ C ~ t. . r _, 5 4 E A S T M A I N S T R E E T ~~~ a ' ~ `_ Secant 1ne of address ~ -' ~ - Qe Gly ar Post l)ifice State ZIP Code DATE FlLED M E C H A N I C S B U R 6 P A 1 7 0 5 5 CdrespoadenCs e-rrrall address: Under perWtles d penury, I daWre tlrat I hew examined tlYa rahm, kaWdlryl accemparrylnp aehadube and ememeMa, and to the heel of my krrowladae and bdlel n Ie Mw. rmect and cemolate. DecNraaan of weoerer otlrer than the pereonN repreaenYtlw b based an eP adormaibri otv.NCh prgpwar has arty knoMedee. SIGNATURE OF . Or ~,~39~~~~\r1~i~ al. y.~7 ~ 1505610140 Side 1 1505610140 7 r'^1 t ,~7. ~7 . .~ ., n`_; ~.~ ,~ ~; ~r7 J 1505610240 REV-1500 EX Decedent's Hame: THOMAS J O r CONNELL Decedent's Social Security Number 1 RECAPITULATION 1 2 0 5 0 0. 0 ~ 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 4 8 4 b 7 , 3 ~ 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous t•{Q,p~Probate Property (Schedule G) u Separate Billing Requested .... ... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................ ... 8. b 6 8 9 6 7 . 3 0 9. ............... Funeral Expenses and Administrative Costs (Schedule H) 9. ... 1 2 2 4 1. 3 7 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .......... ... 10. 4 1 5 9 . 7 4 11. Total Deductions (total Lines 9 and 10) ............................ ... 11. 1 6 4 0 1. 1 1 12. Net Value of Estate (Line 8 minus Line 11) ......................... ... 12. 6 5 2 5 b b . 1 9 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 5 2 5 6 b . 1 9 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(t.z) x.o _ 0. 0 0 ts. 0. 0 0 16. Amount of Line 14 taxable 0 ~ 0 0 0 0 at lineal rate X.0_ . t6. . 17. Amount of Line 14 taxable ~ ~ ~ 17 ~ D D at sibling rate X .12 . . 18. Amount of Line 14 taxable 6 5 2 5 6 6 1 9 9 7 8 8 4 9 3 at collateral rate x .15 . t s. . 19. TAX DUE ...................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9 7 8 8 4. 9 3 Side 2 1505610240 15~561N24N REV-1500 EX Page 3 Decedent's Complete Address: Flle Number 21 11 1332 DECEDENT'S NAME THOMAS J.O'CONNELL STREET ADDRESS 22 HILL BOULEVARD CITY MECHANICSBURG STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 78.000.00 B. Discount 3.900.00 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. (1) 97.884.93 Total Credits (A+EI) (2) 81.900.00 (3) (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 15.984.93 Make check payable to: REGISTER OF WILLS, AGENT ... ~~. "r ,..~.~,. ,. .:»~s, t'r' ~..~ ir.~~rrt*', .,.. :.',~.~. ~3a~. ,1~`; fi.... '"yr~ul ~ .`.~...~~ $£x.`nx~ks ,.... `' 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 : ................................................................. f d i i ..... ^^ ncome : .......................... erre or ts b. retain the right to designate who shall use the properly trans .. - c. retain a reversionary interest; or .......................................................................................... r t ...... [ [ d. receive the promise for life of either payments, benefits or care? ................................................. ...... _ 2. It death occurred after December 12,1982, did decedent transfer properly within one year of death ...... without receiving adequate consideration? ......................................................................... ~~~~----fffl ...... 13r ~ 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 benefciary designalion? ............................................................................................ ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. r, t r ~'-' t-a eaw: a n i , ~ ~. z.; r a sT;r ~ s*'re}z '; ~}a /+. ~ .v .>f sv. rky~4->,. .,xw < ,] ~ . „a eae4.~ffi~.rz a;a9 . Far dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of Vansfers 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 Jan. 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 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 Vansfers 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)]. 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-1502 Ex~ (01-10) • Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT THOMAS J.O'CONNELL 21 11 1332 All real property owned solely 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 orooeM that is iointlvowned 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 it owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. I22 HILL BOULEVARD I 120,500.00 MECHANICSBURG, PA 17050 Projected net sale price TOTAL (Also enter on Line 1, Recapitulation.) I E If more space is needed, use additional sheets of paper of the same size. REV-1508 EX+ (11-10) ' pennsylvania SCHEDULE E ~ DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. iNHERIrnNCerAxRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: THOMAS J.O'CONNELL 21 11 1332 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property joint) owned with ri ht o(survivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ORRSTOWN BANK 56,068.77 CHECKING 2. SOVEREIGN BANK 28,034.00 CD 3. SOVEREIGN BANK 2,652.00 SAVINGS 4. SOVEREIGN BANK 10.00 CHECKING 5. SOVEREIGN BANK 322,662.80 ANNUITY 6. M & T BANK 26,111.75 SAVINGS 7. M & T BANK 103,843.95 CHECKING 8. CHEVROLET COBALT 5,436.00 2005 KELLEY BLUE BOOK VALUE 9. INTERNAL REVENUE SERVICE 3,227.00 INCOME TAX REFUND 10. NATIONWIDE INSURANCE 395.00 AUTO INSURANCE REFUND 11. NEW YORKER 24.42 MAGAZINE SUBSCRIPTION REFUND 12. VERIZON 1.61 TELEPHONE REFUND TOTAL (Also enter on Line; 5, Recapitulation) ~ E If more space is needed, insert addiM1Onal sheets of paper o(the same size REV-1511 EX+(10-09) ' pennsylvania ' DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILF: NUMBER THOMAS J.O'CONNELL 21 11 1332 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MALPEZZI FUNERAL HOME, MECHANICSBURG, PENNSYLVANIA 4,632.87 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)ofPersonalRepresentabve(s) LORAINEM.O'CONNELL Street Address 209 RAMSBURY COURT City LONGWOOD State FL ZIP 32'/79 Year(s)Commission Paid: (RENOUNCED) 2 Attorney Fees: MURREL R. WALTERS, III 3, Family Exemption: (If decedent's address is not the same as Gaimant's, attach explanation.) Claimant Street Address City State ZIP _ Relationship of Claimant to Decedent 4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 6 Accountant Fees: 6. Tax Return Prepamr Fees: 7 0.00 7,100.00 508.50 TOTAL (Also enter on Line 9, Recapitulation) I E .., ..., ~-, more space is needed, use additional sheeLS of paper of the same size. REV-1512 EX« (12-08) • pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILF. NUM6ER THOMAS J.O'CONNELL 21 11 1332 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbureed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. FIA CARD SERVICES 101.45 MASTERCARD 2. DR. EUGENE KILMORE 10.39 MEDICAL 3. AT&T 31.59 TELEPHONE 4. METED 1,023.36 ELECTRIC 5. MARY A. MURRAY, TAX COLLECTOR 1,660.00 2012 COUNTYITOWNSHIP TAXES 2012/2013 SCHOOL TAXES 6. CHRIS MILLER 405.95 HOUSE CLEAN-UP & TRASH REMOVAL 7. SCOTT MILLER 225.00 HOUSE CLEANING 8. DONALD STROHMAN 50.00 LAWN MOWING g 652.00 HOMEOWNER'S INSURANCE TOTAL (Also enter on Line'10, Recapitulation) I E If more space is needed, insen additional sheets of the same size. REV-1513 EX+ (Ot-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT TunuAC 1 rl'Cl1NIJFI I 21 11 1332 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Tlvstee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outright spousal distdbutions and transfers under Sec. 9116 (a)(1.2).] 1. LORAINE M. O'CONNELL Collateral 209 RAMSBURY COURT LONGWOOD, FL 32779 2. CONSTANCE WITTER Collateral 2,000.00 506 S. MARKET STREET MECHANICSBURG,PA17055 3. KATHLEEN O'CONNELL Collateral 1,000.00 734 CASSELL ROAD ELIZABETHTOWN, PA 17022 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II, NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAN;EN: 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size.