HomeMy WebLinkAbout02-21-13 (2)t 1505610140
1500 Ex (°'-'°'
J REV
- OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Tazes County Code Year File Number
Po sox zsosol INHERITANCE TAX RETURN 2 1 1 2 X 7 5 4
Hardsburtl PA 1712&0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDVYYV Date of Birth MMDDYVYY
5 2 0 1 2 1 1 2 7 1 9 1 8
Decedent's Last Name Suffix Decedent's First Name MI
K R A L Y R O B E R T W
(K Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
t. Original Return ~ 2. Supplemental Return ~ 3. Remainder Retum {date of death
prior to 12-13-62)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trustj
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-i-95) (Attach Sch._O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL Tk~INFORMATpt~OUL~~RECTED T(
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Second line of address -I r
7~ c.O N n
City or Post Office State ZIP Code DATE FILED
M E C H A N I C S B U R G P A 1 7 0 5 5
Correspondent's e-mail address:
UrWer penalties of pe' I d late at I ve examined this return, including accompanying schedules and statements, and to the best of my knowledge antl belief,
it is true, wrrect and pl a ~ ~ of preparer other then the personal representative is based on all Informa0on of which preparer has any knowledge.
SIGNATURE OF 0 E BLE FOR FILING RETURN E
~d ~`
ADDRESS
MURREL R• WALTERS, III, 54 E• MAIN ST MECHANICSBURG PA 17055
fd RE OF PREPAR OTHER THAN REPRESENTATNE DATE
L 1505610140
PLEASE USE ORIGINAL FORM ONLY
Side 1
155610140
J~
_1 1505610240
REV-1500 EX Decedent's Social Security Number
Decedent's Name: ROBERT W• KRALY
t. Real Estate (schedule A} ........................................... t. 1 4 0 0 0 0. 0 0
2. Stocks and Bonds (Schedule 8) ................................... ... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3.
4. Mortgages and Notes Receivable (Schedule D) ....................... ... 4.
5. Cash, Bank De osits and Miscellaneous Personal Pro a
p p rty (Schedule E)....
... 5. 1 7 3 0 2 2• B 3
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... . , . 6.
7. Inter-Vivos Transfers & Miscellaneous t
Probate Property
~
{Schedule G) Lf Separate Billing Requested .... ... 7.
8. Total Gross Assets (total Lines 1 through 7) ........................ ... 8. 3 1 3 ~ 2 2 , 8 3
9. Funeral Expenses and Administrative Costs (Schedule H} ............... ... 9. 4 5 5 4 3 . 6 7
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I} .......... ... 10. 1 2 5 7 3 . 8 6
t 1. Total Deductions (total Lines 9 and 10) ............................ ... t t. 5 8 1 1 7. 5 3
12. Net Value of Estate (Line B minus Line 11) ......................... ... 72. 2 5 4 9 ~ 5 . 3 ~
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
14. an election to tax has not been made (Schedule J) ..
Net value Subject to Tax (Line 12 minus Line 13) .. ..........
.......... ...
... .....
..... .. 13.
.. 14. 2
2 3 0
4 0
9 0
0 0 .
5 . ~
3 ~
0
TAX CALCULATION -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 O 15. 0. ~ ~
16. Amount of Line 14 taxable
at lineal rate x .045 2 3 4 9 0 5. 3 0 ts. 1 0 5 7 0. 7 4
17. Amount of Line 14 taxable
at sibling rate X .12 ~. ~ 0 77. 0. 0 0
78. Amount of Line 14 taxable
at collateral rate X .15 Q 0 0 18. ~. ~ 0
19. TAX DUE ...................................................... 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
L 1505610240
1 0 5 7 0. 7 4
1505610240 J
REV-1500 EX Page 3
Decedent's Complete Address:
Flle Number
21 12 0754
DECEDENT'S NAME
ROBERT W.KRALY __
STREET ADDRESS
109 SKYLWE DRIVE __ ___
CITY STATE ZIP
MECHANICSBURG PA 17050
Tax Payments and Credits:
1 ~ Tax Due (Page 2, Line 19)
2. CreditslPaymen(s
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.
(i l 10.570.74
Total Credits (A + B } (p) 0.00
(3)
l4) 0.00
5. If Line 1 +Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 10,570.74
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. reiain the use or income of the property transferred : ................................................................. ..... ^
b. retain the right to designate who shall use the property transfered or its income : .......................... ..... ^ QX
c. retain a reversionary interest; or ........................................................................................... ..... ^
d. receive the promise for life of either payments, benefits or care? .................................................. ..... ^
2. If death occurted after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? .................................................................................. ..... ^ Q
3. Did decedent own an'in trust for" orpayable-upon-death bank account or security at his or her death? .... ..... ^ Q
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. §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 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(1.2) j72 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)j. 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+ (07.10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ROBERT W. KRALY 21 12 0754
All real property owned solety or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly
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-0wned 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 common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
~. RESIDENCE SITUATED AT 109 SKYLINE DRIVE, MECHANICSBURG, PA 17050 140,000.00
VALUE IS ACTUAL SALE PRICE
TOTAL (Also enter on Line 1, Recapitulation.) I E
if mot space rs needed, use additional sheets of paper of the same size.
REV-1508 EX+(11-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TA%RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, 8r MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
ROBERT W.KRALY 21 12 0754
Include the proceeds of litigation and the date the proceeds wee received by the estate.
All property Jointy owned wgh right of sunr'rvorahip must be disUosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
i. M&TBANK 4,210.12
POWER CHECKING ACCT#XXX2919
2. M &TBANK 86,164.27
POWER MONEY MARKET ACCT# XXXXXXXXXX2262
3. M &TBANK 10,165.90
CD XXXXXXXXXX3434
4. M &TBANK 10,224.54
CD XXXXXXXXXX3426
5. M&T BANK 10,256.99
CD XXXXXXXXXX3418
6. HIGHMARK 552.50
REFUND FOR HEALTH INSURANCE
7. PERSONAL PROPERTY -GROSS SALES 5,919.25
CHUCK E. BRICKER, AUCTIONEER
8. ALLSTATE 45,133.26
ANNUITY
9. ALLSTATE 396.00
REFUND FOR HOMEOWNERS POLICY
TOTAL (Also enter on Line 5, Recapitulation) ~ E 173,022.83
If more space is needed, insed additional sheets of paper of the same size
REV-1511 EX« (10-09)
pennsylvania
DEPARTMEN70F REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES AND
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
ROBERT W. KRALY 21 12 0754
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. MYERS-BUHRIG FUNERAL HOME & CREMATORY, MECHANICSBURG, PA 16,686.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) MURREL R. WALTERS. III
SVeet Adtlress 54 E. MAIN STREET
City MECHANICSBURG State PA ZIP
Year(s) Commission Paid: 2013
10,950.00
2, Attorney Fees: DAVID R. GALLOWAY, ESQ. 10,950.00
3, Family Exemption: (If decedents address is not the same as daimanl's, attach ezplanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 853.50
5 Accountant Fees: ALBERT L. WHITCOMB, PA 500.00
RESERVED FOR PREPARATION OF 2010, 2011, 2012 PERSONAL INCOME TAX RETUR
6. iaz Return Prepamr Fees:
7. CUMBERLAND LAW JOURNAL-ADVERTISEMENT 75.00
8. PATRIOTNEWS-ADVERTISEMENT 102.59
9. AUCTION COMMISSION & ADVERTISING -SALE OF PERSONAL PROPERTY 2,740.00
CHUCK E. BRICKER, AUCTIONEER
10. REAL ESTATE TRANSFER TAX, PRO-RATION OF REAL ESTATE TAXES, 616.56
& NOTARY FEE -NET - SALE OF RESIDENCE
11. AUCTION COMMISSION - SALE OF RESIDENCE 1,400.00
CHUCK E. BRICKER, AUCTIONEER
12. S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES 350.00
APPRAISAL OF RESIDENCE
13. CHUCK BRICKER, AUCTIONEER 120.00
APPRAISAL OF PERSONAL PROPERTY
TOTAL (Also enter on line 9, Recapitulation) E 45 543.67
If more space is needed, use addih~onal sheets of paperof the same size.
REV-1512 E%+ (12-08)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAx RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
ROBERT W. KRALY 21 12 0754
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. CUMBERLAND GOODWILL FIRE & RESCUE EMS 132.38
AMBULANCE
2. GUARDIAN LTC PHARMACY 751.53
PRESCRIPTIONS
3. PPL 239.81
ELECTRIC
4. DEBRA BASESHORE WIEST 2,005.45
201212013 SCHOOL TAXES FOR REAL ESTATE LOCATED @ 109 SKYLINE DR
MECHANICSBURG, PA, DUE 7/1/12
5. WEST SHORE EMS 408.98
AMBULANCE
6. FOREST PARK HEALTH CENTER 4,751.00
NURSING HOME
7. VERIZON 116.20
PHONE
8. ALLSTATE 1,236.60
HOMEOWNER'S INSURANCE
9. PENN WASTE 76.40
REFUSE
10. COMCAST 15.75
CABLE TELEVISION
11. MARY HARING 900.00
CLEANING
12. SADLER OIL COMPANY 1,075.56
CLEAN FURNACE & FILL OIL TANK
13. GLEN ZIMMERMAN 740.00
PROPERTY MAINTENANCE
14. WILBUR PLUMBING & HEATING, INC 124.00
PLUMBING REPAIR
TOTAL (Also enter on Line 10, Recapitulation) I S
If more space is needed, insen additional sheets of the same size.
_.
REV-1513 EX+ {01-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TA% RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF: FILE NUMBER:
71 17 f17Rd
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llet Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [InGude ouVghtspousal distdbutions and trensfers under
Sea 9176 (a) (1.2).J
1. ARLENE J. NEWMYER Lineal
5169 E. TRINDLE ROAD, LOT #7 RESIDUE
MECHANICSBURG, PA 17050
2. ANTHONY MILLER Lineal 4,000.00
5 ADAMS STREET, APT 10
ENOLA, PA 17025
3. NICOLLE MILLER Lineal 4,000.00
5 ADAMS STREET, APT 10
ENOLA, PA 17025
4. TIFFANY MILLER Lineal 4,000.00
5 ADAMS STREET, APT 10
ENOLA, PA 17025
5. BRIAN ZOOK Lineal 5,000.00
105 STONE HEAD ROAD
OILLSBURG, PA 17019
6. LISA STROHECKER Lineal 5,000.00
43 W. LOCUST STREET
MECHANICSBURG, PA 17055
7. PHILLIP ZOOK Lineal 5,000.00
2937 ADAMS DRIVE
CHAMBERSBURG,PA17201
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
)I. NON-TAXABLE DISTRIBUTIONS.
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS.
1. MECHANICBBURG HIGH SCHOOL ALUMNI ASSOCIATION 10,000.00
100 E. ELMWOOD AVENUE
MECHANICSBURG, PA 17055
2. ST. PAUL LUTHERAN CHURCH CEMETARY (STONE CHURCH) 10,000.00
6839 WERTZVILLE RD.
ENOLA, PA 17025
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 20 000.00
If more space is needed, use additional sheets of paper of the same size.
Continuation of REV-1500 Inheritance Taz Return Resident Decedent
ROBERT W.KRALY 21 12 0754
Decedent's Name Page 1 File Number
Schedule J -Beneficiaries - 7
NUMBER
NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY RELATIONSHIP TO DECEDENT
Do Not Liat Trustee(s) AMOUNT OR SHARE
OF ESTATE
I TAXABLE DISTRIBUTIONS [Include Duty' ht spousal distributions and Vansfars under
Sec. 91161a)11.2).]
8. MICHELLE SERFF Lineal 5,000.00
627 LANCASTER AVENUE
HARRISBURG, PA 17112
,_-- .^ pe"ro,, OMB Approval No. 2502-0265
_` ~~,I ~` a Settlement Statement (HUD-1)
9~" IvnEs
•
1. ~ FHA 2. ^ RHS 3. ~ Conv. Unins. 6. File Number: 7. Loan Number; B. Mortgage Insurance Case Number:
d.^ VA 5.^ Conv. Ins.
C. Note: this form Is fumishetl to give you a sbtemenl of aclwl seMemen\ costs. Amounts paid to antl by me settlement agent are shown. Items marketl
~ -IP~o.cJ" vrere paid outside the closing; They are shown hem for informational purposes and are not Induwd in the totals.
D. Name & Address of Bormwec E. Name 8 Adtlress of SeOer: F. Name 8 Atldress of Lender
SHARON K. FOLTZ MURREL R. WAL7ERS,III,EJ(ECUTOR ~
( ESTATE OF ROBERT W. KRALV
54 EAST MAIN STREET ~
MECHANICSBURG PA 17055
G. Property Location: H. Sebemenf Agent: I. Settlement Date:
MURREL WALTERS, III ES4717-697.4650
54 E. MAIN STREET 112 912 01 3
TAX PARCEL NO. 38-16-1336-019 MECHANICSBURG PA 17055
109 SKYLINE DRIVE Pbce or SetOement:
(MECHANICSBURG PA 17050 54 E, MAIN STREET
MECHANICSBURG PA 17055
201. Deposit or earnest money 10 000.00 501. Excess deposit (sae InsWCtlons) i
202. Pnndpal amount of new loan(s) 502. Settlement charges to seller (line 1400) 2 800.00
203. Ezisting loan(s) bken subject to 503. Edslln loan(s) taken subject M
204. 504. PayoB of first mongage loan
2pg. 505. Payoff of second mortgage ban
206. 506.
207. 507. NOTARY 10.00
208. 508.
209. a. 509. a.
Ad ustmams for hems unpaid by seller Adjustmems for Name unpaid by seller
210. CI Mown fazes to 510. Ciyllown taxes to
211. CAUnty bias 1/1/ 013 ~I/ 9/2013 51.73 511. County bxes r/ /2013 ro1/29/2013 51.73
212. Asseasmenb to 512. Aseessmams to
213. 513.
214. 514.
275. 515.
218. 518.
. 217. 617.
218. 518. _ __~
219. a. 519. a.
220. Tool Pald Hor Borrower 10,051.73 620. Total Reduction Amount Dw Seller 2,861.73
300. Cash rt Salllemant fromRo Borrower 1100. Gsh M 9ehlemeM tolfrom Seller
301. Gross amount due from borrower (line 120) 144 128.81 801. Gross amount due tc seller (line 420). 140 835.15
302. Less amounb paid by/lor borrovrer (line 220) ( 10 051.73) 802. Less reduptlons in amount tlue seller (line 5211) ( 2 861.73)
n r-- n r-t
aua. casn U rrom U io oonower
ow, wan U v U r ,.,,. tee.,.,
The Public Reporting Burden for this collection of information is estimated at 35 minutes per response for collecting, reviewing, and
reporting the data. This agency may not collect this information, and you are not required to complete this form, unless it tlispiays a
currently valid OMB control number. No confidentiality is assured; this disclosure is mandatory. This is designed to provide the paRies to
a RESPA covered transaction with information during the settlement process.
are obsolete Page 1 of 3 HUD-
K. Summary of Boiler's Transaction
J. Total Real E8tate Broker Fees CHII
Paitl From Paid From
Borrower's Sell¢fs
Funds at Funds at
Settlement Settlement
CERTIFICATION .,
I heve carefully reviewed the HUD-1 Settlement Statement antl to the best of my knowledge and belie/, i) s e a r e statement or ali receipts and
disbursements mad¢ on my account or by me in this VansaGion. I further ceNfy that I have receivetl a F y i t H ettlement Statement.
eonower: ~ ~~~ ~ _ Date: ?>f2912013 Seller _ Date: ~~29@01
SHARON K. FOLTZ MURREL R. W LTERS,III,E%ECUTOR
Bonower: _____,__. __.___ Date: _. __ Seller __ _ Date:___
To the best o! my knowledge the HUD-1 Settlement Statement which I have preparetl is a true and accurst c nt tt~fun which were received
and have been or viill be disbursed by the undersigned as part of the settlement of this transactan. / O/`/~jp/
SeMement ///era/ ' /~
__ _____ Date:____ Agentt_ ~ Dete:(~
MURREL WA TERS, III ESO (f I
WARNING: It is a come tc knowingly mdk¢ false SlalementS to [he United States on this or any other similar forth. Penalties upon conviction wn'mclude a
antl imprisonment. For details see: Title 1fl U.S. cotle Section 1001 antl Section 1010.
-_.__._.._.______._.___-. Paget of3--.__-______.___-.__..-_-_.-H
Previous etlilions are obsolete