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Home My WebLink About12-19-12-~ REV-1500 ~`(°'-'°) 1505610143 PA Department of Revenue OFFlCIAL USE ONLY Bureau of Individual Taxes owe ~~ ~mr code Year Flle Numt~r Po Box.2f3osol INHERITANCE TAX RETURN 21 12 0 0 3 O 1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 08 23 2011 04 30 1928 Decedent's Last Name Suffix Decedent's First Name MI DUVALL ROBERT ~J (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI DUVALL MARY J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Retum ^ 4. Limited Estate ^ g. Decedent Died Testate (Attach Copy of III) ^ 9. Litigation Proceeds Received ^ 2. Supplemental Retum ^ 4a. Future Interest Compromise (date d death after t2-12-82) ^ 7, Decedent Maintained a Living Trust (Attach Copy d Trust) ^ 10. Sloe ~n 2-31 91Ci-t~.g,5~ death ^ 3, Remainder Retum (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) ~.vnne~rvnutro t - t sits SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SAMUEL L ANDES 717 761 5361 r,., First Tine of address 525 NORTH 12TH STREET Second Tine of address City or Post Office LEMOYNE State ZIP Code PA 17043 ~~ REGISTJRL9 ~ WILLS ~ ONi?Y _.~ rn ~`~ c~ c' a~ k-w ~~.r ~ rn ~ .._~ ~~ r7T ~ e. ~ :~ 1 :rs ;~. .._ .. ~~ t :r- .,.... .. ~ f~a •-O 13NTE FILEi~ ._... C'a- ~•-~ tYl ..:~ w -~ Correspondent's e-mail address: l a w a n d e s~ a o l, c o m Under penakies of perjury, l declare 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 wh~h preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~~n ~~ ~ ~-; ,,., DQ Mary J. Duvall ~~ ~ `~ ~ ADDRESS Q T l -~CaC1 1970 Dawn Road. Enola. PA 17025 L 1505610143 1505610143 J 525 North 12th Street, Lemoyne, PA 17043 Side 1 J 1505610243 REV-1500 EX Decedents Social Security Number oecedeM~s Name: D U V A L L, ROBERT W. 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 & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6 , 3 0 0 . 0 0 6. Jointly Owned Property (Schedule ~ ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pro ert p y (Schedule G) ^ Separate Bitting Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 6 , 3 0 0 . 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 15 , 5 0 5 . 7 $ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 4 ~ 9 7 8 . 0 0 11. Total Deductions (total Lines 9 & 10) ...............:...................................................... 11, a 0 , 4 8 3 . 7 8 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12, - 14 , 1$ 3 . 7 8 13. Charitable and Governmental BequestsJSec 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• - 14 , 18 3 . 7 $ TAX COMPUTATION -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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16, 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 1 g• 19. Tax Due ..................................................................................................................... 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: Duvall, Robert W. (ADDRESS 1970 Dawn Road Enola Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior. Payments B. Discount 3. .Interest File Number 21 - 12 - 00301 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 2 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 , p Q 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 properly transferred :.................................................................................. b. retain the right to designate who shall use the ro x p party transferred or its income :.................................... x c. retain a reversionary interest; or ......................................................... ......................................................... x d. receive the promise for I'rfe of either payments, benefits or care? ......................................................... . 2. If death occurred after December 12, 1982, did decedent transfer ro ~ x receiving adequate consideration? ................ p Pent within one year of death without 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. 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. §91 i 6 (a) (1.1) (I)]. For dates of death on or after Janua 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) (li)). 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 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21ye ars 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 decedents 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 decedents siblings is 12 percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, ether y blood or adoption. STATE ZIP PA 17025 (1> 0,00 Total Credits (A + B) (2) 0.0 0 (3) 0.00 SCHEDULE E CASH, BANK DEPOSITS, & MISC. EA`THDFn"""'" PERSONAL PROPERTY BJHERRANCE TAX RETURN RESDENTDECEDEN7 ESTATE OF Duvall, Robert W. FILE NUMBER 21 - 12 -00301 Include the pproceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 2006 Chevrolet Malibu automobile in fair condition 6,000 ~ 2 Miscellaneous items of clothing and personal effects 300.00 TOTAL (Also enter on Line 5, Recapitulation) 6 300.00 COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESDENTDECEDENT ~l~E H ~R~y1~~F~A~L Dw~r~~E~N~S/ES~&~ r~LAYw, X71 ry~ 11 Y G V W 1 ~7 ESTATE OF Duvall, Robert W. FILE NUMBER 91 - 19 _ nn~ni Debts of decedent must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 Sullivan Funeral Home 2 Tri-County Memorial Gardens (gravemarker) 3 Tri-County Memorial Gardens (burial Jot) 4 Tri-County Memorial Gardens (burial vault) 5 Tri-County Memorial Gardens (grave opening and closing) B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorneys l=ees Samuel L. Andes 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Mary Jane Duvall Street Address 1970 Dawn Road city Enola state PA zip 17025 Relationship of Claimant to Decedent SpOUSe 4. Probate Fees Register of Wills 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland Law Journal (advertising) AMOUNT 7,955.00 761.60 197.50 347.50 1,675.00 750.00 3,500.00 86.50 75.00 TOTAL (Also enter on line 9, Recapitulation) 15,505.78 ODMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Duvall, Robert W. 2 The Sentingel (advertising) Sched~~le H wy..F.u.~~.er~t'~IwExpe~nses & /''Y 11^ ~Y CfY~lc FILE NUMBER 21 - 12 -00301 Page 2 of Schedule H 157.68 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE coti+EKT-+oFPENNSh.v~ww LIABILITIES, & LIENS MIHERRANCE TAX RETURN RESbENT DECEDENT ESTATE OF Duvall, Robert W. FILE NUMBER 21 - 12 - 00301 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical e~enses. ITEM NUMBER DESCRIPTION AMOUNT 1 PSECU (automobile loan) 4,978.00 TOTAL (Also enter on Line 10, Recapitulation) 4 978.00 REV-1513 EX+ (11-08) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Duvall, Robert W. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY FILE NUMBER 21 - 12 - 00301 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) Do Na ust Tnuteecsi, (~$) ~~ ITAXABLEDISTRIBUTIONS[includeoutrightspousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 Mary J. Duvall 1970 Dawn Road Enola, PA 17025 Wife Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 coverisheet, as appropriate. II~ NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00