The URL can be used to link to this page

Home My WebLink About10-08-12 (2) 1505611180 REV-1500 EX(°2.,,,(FI) nns vania OFFlCIAL USE ONLY PA Department of Revenue ~~rMEH ~raE~ENVE County Code Veer File Numher Bureau of Individual Taxes INHERITANCE TAX RETURN ~~ PO BOX 260601 Hardsbum, PA 17728.0601 RESIDENT DECEDENT OI ENTER DECEDENTINFORMATION BELOW Social Security Numller Date of Death MMDDYYVY Date of Birth MMDDVYYY Decedent's Last Name Suffix Decedent's First Name MI GROUP DOROTHY M (lf Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffer Spouse's First Narne MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Retum Q 2. Supplemental Return Q 3. Remainder Retum (Date of Death Pdor to 12-13-62) Q 4. Limited Estate Q 4a. Future Interest Compremise (date of Q 8. Federal Estate Tax Retum Required death after 72-12-82) ® 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 6. Total Number o(Safe Deposit Boxes (Attach Copy of VNIq (Attach Copy of Trust) Q 9. L6igation Proceeds Received Q 10. Spousal Poverty Credtt (Date of Death Q 11. Elecibn to Tax under Sec. 9113(A) Between 1231-91 and i-1-96) (Attach Schedule O) CORRESPONDENT -7X13 SECTION MUST BE COMPLETED. Name ROBERT G. PREY First Line of Address 5 S. HANOVER ST. Second Line of Address City or Post Oifice CARLISLE Correspondent's e-mail address: KI Under penalties of perjury, I declare that I have FOR 2~ FISHER DRIVE, YORK. pA 174D4 AND CONFIDENTIAL TAX INFORMATION 9X0ULD BE DIRECTED T0: Daytime Telephone Number nn 71724358^ N C"? ---1 .-, ~ - I 2>' W ,~- f', In 70 r. °, 1~ :t =~C7 < > ~~ -_ -rr rn rn~ State ZIP Code PA 17013 accomparrying schedules and my and belief, SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE pg7E ADDRESS 5 SOUTH HANOVER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 1~50561118U 1505611280 REV-1500 EX (FI) Decedent's Social Secur@y Number Decedent's tJame: DOROTHY M GROUP RECAPITULATION 1. Real Estate (Schedule A) ........................................ .. 1. 14 4 3 0 0 . 0 0 2. Stocks and Bonds (Schedule B) ................................... .. 2. N 0 N E 3. Closely Held Corporetion, Partnership or Sole-Proprietorship (Schedule C) . .. 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ....................... .. 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 16 4 7 8 . 0 Q 6. Jointly Owned Property (Schedule F) OSeparste Billing Requested ..... .. 6. N 0 N.E 7. Inter-Vivos Transfers & Miscellaneous Non•Probate Property (Schedule G) OSeparate Billing Requested ..... .. 7. 3 5 0 0 0.0 0 8. Total Gross Assets (total Lines 1 through 71 8 19 5 7 7 8 . 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) ............... .. 9. 1139 2.00 10. Debts of Decedent, Mortgage Liabilities ant Liens (Schedule I) ........... ..10. 1525.00 11. Total Deductlons (total Lines 9 and 10) ............................. . 11. 12917.00 12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 182861.00 13. Chardable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... . 13. Q , Q Q 14. Net Value SuWect to Tax (Line 12 minus Line 131 14 18 28 61.0 0 TAX CALCU CATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 0 15. Q QQ 16. Amount of Line 14 taxable , at lineal rateX.o 45 182861.00 16. 8228.75 17. Amount of Line 14 taxable at sibling rate X # # # 17. 0 0 0 18. Amount of Line 14 taxable . at collateral rete X ~# # # 1S. 0 . 0 0 19. TAX DUE ........................................................ 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 8228.75 (] L 1505611280 1505611280 J REV-1500 EX (Fl) Page 3 Decedent's CDR1 Iete AddreSS: File Number P z1-12--o17s Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CredfislPayments A Prior Payments 7800 00 8. Discount _ 390.00 3. Interest Total Credits (A+ B ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII In box on page 2, Llne 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE 204-30-9698 (1) 8228 75 (2) 8190 00 (3) (4> 0 00 (5) 38 75 Make check payable to: REGISTER OF WILLS, ~4GENT ,:.»:; ;:::,: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred ............................. Yes No b. retain the right to designate who shall use the property transferred or its income ..................................... c retain a i ...... ^ . revers onary 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 "intrust for' orpayable-upon-death bank account or security at his or her death? ....... ..... ^ 4. Did decedent own an individual retirement acmuM, 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to~or for the use~of the survrving~~~ 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 c>f 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 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 tic rate imposed on the net value of transfers to a 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 net value of transfers to or for the use of the decedent's siblings is 12 percent [-; 2 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+ (pt-TpJ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCHEDULE A REAL ESTATE FILE All real property owned solely or as a tenant in common must be reportetl at Talr market value. Fair market value s defined as the pace at whk:h property would be exchanged belvveen a willing buyer and a willing seller, neaher being compelled to buy or sell, both having reasonable knowledge of fhe relevant facts. Real property that Is Jdntlyowned with rlgM of survivorship must be dlxloxr! on Schedule F. ITEM Attach a copy of the settlement sheet H the property has been sold. NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in a~mmon. VALUE AT DATE DESCRIPTION OF DEATH 1. 24 Smith Road, Clean and Green Assessed Value Attached 144,300 TOTAL (Also enter on Line 1, Recapitulation.) I $ If more space is needed, use additional sheets of paper of the same site. 1 REV-7508 EX+ (1140) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTA SCHEDULE E CASH, BANK DEPOSITS, 8r MISC. PERSONAL PROPERTY Include the proceeds of hhgatlon and the date the proceeds were received by the estate. n-1Z--0175 All property JolMly owned with right of survivorship must be disclosed on Schedule F. BEM MBER DESCRIPTION VALUE AT DATE 1 PNC Bank account OF DEATH 2 2003 Jeep Liberty 4,161 3 Adams Electric Cooperative refund 6,117 4 Miscellaneous personal property 500 5 Tractor 3,500 2,200 TOTAL (Also enter on line 5, Recapitulation) s 16 478 If more space is needed, use adddional sheets of paper of the same sire. REV-7510 EX+ (0&09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY This schedule must he completetl and filed tithe ansvrertD any of questions 1 throw h 4 on G I I G-Vl /~ A page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCIUDETHENAMEOFTHETMNSFEREE,THEIRREU1TpNSHIPT00ECEDENTANO DATE OF DEATH °.60FDECD'S EXCLUSION TAXABLE JMBER THE OATS OF TRANSFER. ATTgLHA COPY OF THE DEED FOR REAL ESTATE. 1 loe .,,..., .:«. VALUE OF ASSET INTFCICCT' I~F~wrtlcea~el ......_ 35, 000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 If more space is needed, use additional sheets of paper of the sameMsize. REV-1511 EX+(10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE 7AX RETURN RESIDENT DEC WENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS Dorothy M Group FILE NUMBER 21-12-0175 Decedent's dells must be reported on Schedule I. A. 1 B. 1 FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Comm'ssion Paid State ZIP 2~ Aaorney Fees: 3. Famiy Exemption: (Ir decedent's address is not the same as claimant's, aaach explanatan.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 8. Tax Retum Preparar Fees: 7. Advertising in Cumberland Law Journal and The Sentinel 5, 800 5, 000 327 265 TOTAL (Also enter on Line 9, f2E If more space is needed, use adddional sheets of paper of the same si~:e. REV-1512IX+ (12-DB) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS CS IAIt OF Dorothy M Group FILE NUMBER ReeeA dahk in....~ r..... ~___.__. _~_ .. 21-12-0175 REV-1513 EX+ (pi-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDEM ESTATE OF: SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS ~nGude outdght spousal disldbutions and transfers under Sec. 9118 (a) (1.2).J 1 Jack R. Group, Jr. 20 Fisher Drive, York PA 17404 2 Kim Miller 24 SmRh Road, Gardners, PA 17324 3 Connie Bouder 198 York Road, Carlisle, PA 17013 RELATIONSIiIP TO DECEDENT Do Nat List Trustee(s) FILE NUMBER: '.1-12-0175 AMOUNT OR SHARE OF ESTATE 0.33 0.33 0.33 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV- 1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTONS A. SPOUSAL DISTRIBUTIONS UNDER BECTON 9113 FOR WHICH AN ELECTON TO TAX IS NOT TAKEIV: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV- 1500 COVER SHEET. If more space is needed, use additional sheets of paper ar the same size. TaxD6 Result Details DistrictNo 40 Parcel_ID 40-15-0201-011. MapSuffix HouseNo 24 Direction Street SMITH ROAD Owned GROUP, DOROTHY M SR C/O PropType A PropDesc LivArea 1328 CurLandVal 149700 CurImpVal 83900 CurTotVal 144300 CurPretVal 6pg00 Acreage 18.96 CIGmStat y TaxEx 1 SaleAmt g00pp SaleMo 12 SaleDa 16 SaleCe 19 SaleYr 92 DeedBkPage 0036A-00945 YearBlt 1923 HF_File_Date 11!22!2004 HF_Approval_Status A http:// taxd b.ccpa.net/details.asp?Id=40-15-0201-011.6dbselect=l Detailed Results for Parcel 40-15-0201-011. in the 2010 Tax Assessment Database 2/23/12 2:49 PM Page 1 of 1 ~R-1a-2912 15:95 ~rnm:PNC BRNK INE', y. IVIL 4:I]nri rn~ ~c March 9, 2012 Frey & Tiley Attoruzys at Lax 5 S Hanover Street Carli,le PA 17013 RE: Dorothy M Group 5 SV: 204.30-9698 DOD: 01/29/2012 Dear Sir/Madara: 7174868767 To:8436441 P.1~1 In response to your t'equcst for Date of Death (DOD) balances for tiu oustomer noted above, our records show the following: Checl~ng Account Account # 5140185177 $stabJiaJied: ] 010]i 1973 bOl20TH•Y M CrRQl,TP DOD balance; X4,160, 67 + 0.01 accrued intezest ]?lease note that this office provides date of death balances £or dapoait accounts (JR4s, CDs, Cbarkiog and Savings). We do not process a.y 8nwrial traaaacfioas or provide etstcracti,ta Ryon aced assistance with any ofthese items, please call 1-888-PN'GBANS (1-888-762-2265) or crop by yrnm local PNC Bank brawh office. Sincezely. ]V'atioaaJ Financial Servie;es Center PNC Back, NA. Member FDIC This message is intended for the tste of the individual or entity to whkh tt is addressed and may contain injormatlon that it privileged; confrdenual and extmpt from dleelosure ar„ler applicable law. Ifrhe render of this >„essage is rwt the trttendid recipient or tkr, employee nr.ge»t responsthle for delivering [hit r»eesnge to tke intended recipknt, you are hereby not~Ned that any divsemination, distribra'ioq Or oopying of this commrtnicatwns lr strictly prohibidcd If you have received this commurtlcaNon to cone, pkose notify me immediately by reply ar by telephone at 800 762-1773 and Immediately destroy this faxed document Page 1 of 1 2003 Jeep Liberty Sport Utility 4D Trade In Values -Kelley 81ue Book 8/20/12 11:25 AM ZIP CODE: 17013 ~ Sign in (or Sign upi home ~ car values ~ cars far sate ~ car reviews ~ kF.~b tap pucks ~ research toots __ .._. Popular at NBB.com !~. 10 Coolest Cars Under $33... adveNSemen[ ''"awhy adsy ~t ^ Jeep ..........:...R ~Liberly,._.~. .. ~.,_7 2003 _;! 9o i Fbrne > Car Yalues > Jeep > Uberty > 2003 > Style > Options > Sport Udlity 40 ~~ ~~ Your Blue Book® Value Show Used Car Prices I Pnce Your Ne# Car 2443 Je_e_p liberty Styla' (,4Port UtfBry 4R:_-_' edit options ~ change Trade-In Value ~ Private Party Vatue' r~y when trading in at a dealership when tilling the car yourseB i PrIM Report Excellent $6,442 Very Good $6,117 Good $5,942 Fair $5,142 Verify Condition Values valid until 08/23/2012 (updated weekly) .-..~ ._. style Mileage i133000 change ~ Like this car } _ ... ... ~ ,._e..___. .,.__.. i Shop for your next car price a new car ` ~~ i advertisement why ads? -- -- ~ ~ -- Nevv Cars You Might Like !' ' Instant Trade-In Offer -- -- -- get tYte offer ! 2012 Jeep Liberty [ i Sell your current car { place an ad ,' . , k Be the first to know ~ follow this car when values change _.. Helpful resources from kbb.com Write a Review Check Specs Sell Your Car Own it? Love it? T<II us. Know your car inside Use our Tips & Tools. and out. Cars for Sale '! Get a Used Car Report near Carlisle 2012 Nissan Xterra -• view i 2012 Toyota RAV4 ~._. Ykw http://www.kbb.com/Jeep/liberty/2003-Jeep-liberty/sport-utility-4d/?v...leld=2610&Intent=trade-In-sell&mlleage=100000&prlcetype=pnvate-parry Page 1 of 3