HomeMy WebLinkAbout05-23-13 _ �r-� .
� 1505610140
REV-1500 EX (01-10)
OFFICIAL USE ONLY
PA Department of Revenue Coun Code Year File Number
Bureau of Individual Taxes �NHERITANCE TAX RETURN �
PO BOX 280601 2 1 1 3 0 2 3 1
Harrisburq, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 2 0 9 2 0 1 3 0 4 0 4 1 9 2 3
DecedenYs Last Name Su�x DecedenYs First Name MI
D U N D 0 R F W A L T E R W
(If Ap�plicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Nunnber
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
� 1.Original Return � 2.Supplemental Return � 3. Remainder Return(date of death
prior to 12-13-82)
� 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;i (Attach Copy of Trust)
� 9. Litigation Proceeds Received � 10. Spousal Poverty Credit(date of death � 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name� Daytime Telephone Number
D 0 U G L A r G • M I L L E R 7 1 7 2 4 9 2 3 5 3
- - — ---__-- -
I R�GISTER OF WILt�USE ON�;M
:.7 �r,
, C t-� l ^�� �.w,
First liine of address '�, �„y _,- :�'��' �* '
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I � W I N & M c K N I G H T , P . C • I _ II
_. � c.,.�
Second line of address
. ..-
i " " ; :
6 IJ W E S T' P 0 M F R E T S T R E E T '
. I
City or Post Office State ZIP Code � ____ _____. DATE FILED_ � J
C �4 R L I S L E P A 1 7 0 1 3 � > � � ���`
. . _;; ,
Correspond�nYs e-mail address:
Under penalties of perjury,I 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 which preparer has any knowledge.
SIGNAI URE OF PERSON RESPONSIBLE FOR FILING RETURN �� E
ADDREoa � � �"
1634 WALNUT BOTTOM ROAD CARLISLE PA 170 5
SIGNAI"URE PREP RER O ER PRESENTATIVE , r��
ADDRESS i
60 WEST P MFRET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140 J
- - -- - � �
� 15�561�24�
REV-1500 EX
DecedenYs Sociai Security Number
oecedent's Name: W A L T E R W• D U N D 0 R F
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . � '
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 2 0 6 6 1 . 5 0
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. •
4. Mortgages and Notes Receivable(Schedule D) . .. . . . . . . . . . . . . . . . . . . . . . . . A. •
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 1 1 4 2 5 5 . 0 �
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. •
7, ilnter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) � Separate Billing Requested . . . . . . . 7. .
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 3 4 9 1 6 , 5 9
9. 1=uneral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9• 1 4 2 2 3 . 5 �
1Q. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 1 2 . � �
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 1 4 2 3 5 . 5 9
12. Net Value of Estate(Line B minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 2 0 6 8 1 . � �
13. �Charitable and Governmental BequestslSec 9113 Trusts for which
�an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. •
14. NJet Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 1 2 � 6 8 1 . 0 �
TAX I;ALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. r�mount of Line 14 taxable
�at the spousal tax rate,or
transfers under Sec.9116
(a)(1.2)X.0 _ � . fl � 15. � . Q 0
16. Amount of Line 14 taxable
at�inea�rate X.045 1 2 0 6 8 1 . 0 O 16. S 4 3 � . 6 5
17. Amount of Line 14 taxable
sit sibling rate X.12 � . � 0 17. � . � �
18. Amount of Line 14 taxable
at collateral rate X.15 � • � Q 18. � . � �
19. 1'AX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. S 4 3 � • 6 5
20, F'ILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� ],50561024� 15D5610240 J
_ _
_ _ _ _ - _��
REV-1500 EX Page 3 File Number
Decede�t's Complete Address: 2� 13 0231
QECEQENT'S NAME
WALTER W'. DUNDORF
STREET ADDRESS �
'1634 WALNIJT BOTTOM ROAC►
CITY STATE i ZIP
CARLISLE PA � 17015
Tax Payments and Credits:
� Tax Due(Pa�3e 2,Line 19) (1) 5,430.6��
2. Credits/Payrtients �`
A.Prior Payments 5,000.00
B.Discount 263.15
Total Credits(A+B) (2) 5,263.'I'i
3. Interest '
(3)
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. (4) p,pO
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 167.5('.)
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: ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the prope�ty transferred 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 occurred after December 12,1982,did decedent transfer propeRy within one year of death
without receiving adequate consideration? ............................................................ ❑ QX
...........................
3. Did decedent own an"rn trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ �X
4 Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a beneficiary designation?............................................................................................ ❑ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
� -..`�.�a..�'�, ,"_._ �#��;�?�s�.'_�,��fr?'��>.. ..�`'��^��"���:�'?�:������._ .
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 spous��s
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 ansj
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 ths child is 0 percent[72 P.S.§9116(a)(1.2)].
� �"he 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
i2 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 decedenYs siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,unde�
5ection 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
_-__-__. . _. ..-_ . ._ ._._ .._ "TT __ ._
REV-1503 EX+(8-12)
�pennsylvania SCHEDULE B
• DEPARTMENT OF REVENUE
INHERITANCETAXRETURN STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER �
1JUALTER W'. DUNDORF 21 13 0231
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE �
NUMBER DESCRIPTION OF DEATH
1. 1922 SHARES t�F RIVERViEW FINANCIAL CORPORATION 20,661.50
1922 X$10.75=$20,661.50
TOTAL(Also enter on Line 2,Recapitulation) $ 20 661.5!)
If more space is needed,insert additional sheets of the same size
- . _- _ _ � T _
REV-1508 EX+(OS-12}
�pennsylvania SCHEDULE E
' DEF'ARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC.
INHI=RITANCE TAX RETURN
RESIDENTDECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
WALTER W. DUNDORF 21 13 0231 __,
Include the proceeds of litigation and tha date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F. __
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC BANK-CHECKING ACCOUNT#5003218315 78,923.3?
2. RIVERVIEW BANK-CHECKING ACCOUNT#305200 18,293.4()
3. RIVERVIEW BANK- MONEY MARKET#902683 17,038.3�
TOTAL(Also enter on Line 5,Recapitulation) $ 114 255.Ow
If more space is needed,use additional sheets of paper of the same size. �
REV-1511 EX+(�(1-09)
p�nnsylvania SCHEDULE H
' DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHE:RITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER �
WALTER W.. DUNDORF 21 13 0231 __
DecedenYs debts must 6e repocted on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES;
1.
B. ADMINISTRATIVE C�JSTS:
1. Personal Representative Commissions:
Name(s)ofPersonalRepresentative(s) MARSIE WRIGHT 6,400.C!f:?
StreetAddress 1634 WALNUT BOTTOM ROAD
City CARLISLE State PA Z�p 17015
Year(s)Commission Paid:
2. AttorneyFees: IRWIN &MCKN{GHT, P.C. 7,150.00�
3, Famify Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. ProbateFees: REGISTER OF WILLS 293.5Ch
5 Accountant Feex
6. Tax Return Preparer Fees: PATRICIA A. ROSENDALE, CPA 375.00�
7. REG{STER OF WILLS-SHORT CERTIFfCATE 5.00�
TOTAL(Also enter on Line 9,Recapitulation) $ 14 223.50
If more space is needed,use additional sheets of paper of the same size. �
REV-1512 EX+(12-12)
�pennsylvania SCHEDULE I
' DEPARTMENT OF REVENUE DEBTS OF DECEDENT�
INhIERITANCE TAX RETURN MORTGAGE LIABILITIES 8 LIENS
RE:SIDENT DECEDENT
ESTATE OF FILE NUMBER
'WALTER VV. DUNDORF 21 13 0231
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE �
NUMBER DESCRIPTION OF DEATH
1. ROBERT C. CAIRNS, TAX COLLECTOR -TAXES 4.GQ
2. OMNICARE KING OF PRUSSIA-MEDICAL 7.19
TOTAL(Also enter on Line 10,Recapitulation) $ 12.0��
If more space is needed, insert additional sheets of the same size.
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
' DEF'ARTMENT OF REVENUE
BENEFICIARIES
INHI=RITANCE TAX RETURN
RE£;IDENT DECEDENT
ESTATE OF: FILE NUMBER:
WALTER W. DUNDORF 21 13 0231
RELATfONSHIP TO DECEDENT AMOUNT OR SHARE �
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(sf OF ESTATE
I TA)(ABLE DISTRIBUTIONS �Include outn'ghtspousal distri6utions and transfers under
Sec.9116(a)(1.2).]
1. MARSIE A. WRIGHT Lineal 60,340.5E)
1634 WALNUT BOTTOM ROAD 1/2 REMAINDER
C�GRLISLE, PA 17015
2. BF;UCE W. DUNDORF Lineal 60,340.Ei�l
3030 MORNINGSIDE DRIVE 1/2 REMAINDER
CAMP HILL, PA 17011-5818
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABQVE QN LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
[I. NON-TAXABLE DISTRIBUTIONS: �
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTfON TO TAX IS NOT TAKEN:
1.
B.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. �
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RE6ISTRAR AND TFtANSF6R COMPANY �
TRANSFER AGENT AN�RE6l5TRAR
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Maxch 1 SS 2013
T�ou�Ias G Milier Esq
7rwin 8z McT�ni�ht P.C.
VV Pomfret prof Bldg
Carlisle PA 1701�-3222
RL: Walter N Dundoxf
SSN:
1�01�: 02-09-2013
Dear Mr. Miller:
In response ta �our request for Date of Death (DOD) balances for the customer noted above, our
records show the following:
Chec�ir�g Accotmt
Account#5003218315 Established: 0�-1,;-2003
'WAT�T�R N]��7N'D012�
I�OD balance: $ 78,923.32 z�oz�interest bearing
Please note that t�is off�ce pro�vides daie of death balanc�s for deposit accor�z�ts (kZAs, CDs, Checkin�and
Sa�ings). VVe do not process any fi►�a.ricia�transactions or provide statements. Tf you need sssista,nce�vith
amy of these items,please call 1-888-pNC-BANK (1-8gg_762_2265) or stop b��our Ioca1 PNC Bat�lt branch
office.
Sincerely,
National Fina.ncial. Services Center
PNC Bank.,N_A._
Member FDIC
Thzs message is intended.for the use of the individual or entity to ��hich zt is addressed and may
contain infor-�natfon that is privrleged, confidential and exempz.from disclosure under applicable law.
If zhe reader of�this message is not the intended recipient or the employee ar agent responsi�il�for
�delivering this message to the intended recipze�zt, you ure hereby�otified that any dissemination,
��istrihu�ion or copying of thzs communzcations zs strzctly prohz�iited. 1'f you have recezved thz,s
r.ommu�YCation in error,please notify me immediutely by,•eply or by telep�ione at 800-?62-1775 and
rr,zmediatel'y desrroy this faxed document,
Pao�r 1 nf 1
� RIVE RVI EW BAN K �7
AND ITS OPERATING DIVISIONS �������E3���������
200 Front Street,PO Box B,Marysville,PA 17053 �� ��
www.riverviewba n kpa.com
�..
�,.�a��; � f. �I�I�
March 21, 2013 ;}i�NiIV:�UICi{NfGN�?
�_AU�OFFICE�
Irwin&McKnight PC RE: Walter W Dundarf Jr
West Pomfret Professional Building DOD: 2/9/2013
60 Vdest Pomfret Street
Carlisle, PA 17013-3222
Accc�unt Number(s) 305200 902683
Type of Account Checking Money Market
Date Opened October 31, 1980 March 23, 1984
Principal Balance at date of death $18,293.40 $17,038.37
Intere.st Rate N/A 0.2000%
Accnzed Interest not
disbursed as of date of'death N/A $1.02
Maturity Date N/A N/A
Primary Owner of Accotm� Walter W Dundorf Jr �� Walter W Dundorf Jr
�
w
Name;of Joint Owner(s}, if�any Patricia A Dundorf �a�-�' N/A
Beneficiary, if any N/A N/A
Date Joint Ownership was
Established October 31, 1980 N/A
If witl:iin 1 year of death of
Uececient couldprior Account
Be traced into a prior Joint
Account in existence over
1 year prior to death of
Decedent N/A N/A
N/A
Safe Deposit Box(s)and Location
BY� �Q �O a D
Leslie Miller, Operations Support Specialist
Halifax Bank Marysville Bank
300 Market Street � 200 Front Street
PO Box A � PO Box B
HalifaxBank Halifax,PA 17032 arysville :. Marysville,PA 17053
www.halifaxbankpa.com www.marysvillebankpa.com