HomeMy WebLinkAbout10-10-13 (3) � 15056051058
REV-1500�(06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year Fle Number
0 BOX 28�060 ual Taxes INHERITANCE Ti4X RETURN `���%I - � I �
�
Harrisburg,rA 17128-osol RESI�ENT DECEDENT j
, I � -__�
ENTER DECEDENT INFORMATION BELOW
Soaal Security Number Date of Death Date of Birth
���
� ��� 10/05/2012�� ��� 11/23/1924 � __ �
_.J 1__.__.�....__�._........,,w. '
DecedenYs Last Name Suffix DecedenYs First Name MI
McNatt �----.._________.__._._.___�_��� �___.��.w...� l_:-a�ph_____�___��..__��_.�,___..___��____.____� !.��.�
(if Appiicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
C� T _��_-�________________�����w► ����v{���� C_ --���.�-���m M:���=___���_____________�� �
Spouse's Social Security Number
�� ; THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
�„_,._.._ _ ' REGISTER OF WILLS
______.�
FILL IN APPROPRIATE OVALS BELOW
�3 1.Originai Retum O 2.Supplementat Retum Q 3. Remainde�Retum(date of death
priorto 12-13-82)
O 4.Limited Estate O 4a.Future Interest Compromise(date of Q 5. Federal Estate Tax Retum Requfred
death after 12-12-82)
C�? 6.Decedent Died Testate O 7.Decedent Maintained a Living Tnast 00 8. Total Number of Safe Deposit Boxes
(Attach Copy of wll) (Attach Copy of Trust)
C� 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death C� 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
_____ ._..__.______-----_______---___._._�____�______ _�. �_.� ;__.___ ;��, _..
Willam L.Adler �_�.._____��._____�_________._...__.._____.__.___._.__�.._.._�_�_.___�..____I `Y(717)�2 8989 �;;; � �
Firm Name(If Applicable) -� ''. `M��--,���_
� ___�.__..__.�.._�..__ .._�_____.___________.__._.._._..---__.._._______..______�.._�___.__i IS7"ER OF WIE�US y� LS�
�� �1� ��� x"��� �
-.-�--____�_.... ...___�___.,w��.,.._m...�__.�__.__-____-_._._—__-_,_---__,.�.._����,..�,..�___v�' � � �„a�-„ F.,-� •.�r �
First line of address �,"; ;,� � :�::r �:�
._._______.__ ___.___.__,_�__._.____..._____________.___.____._______.__.___.___._____._. .__._.____.�,
4949 Devonshire Rd. ��
� � E�`'+
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, 'a �,:.: � �� .��..�
.T...__�_.____._.______________..._____�_._..___._�_....___.____.______-.---------___.., C'� �'.�
Second line of address ��' �= �••� -•°-
...._....�__._______---_.___�__. ____.��..__._.�_.____-------.---- , .�;.p �, .�,,.. ��
! ��� '~~� �..�. f�
City or Post Office � .��--�--�m���~�µ��.____,.__�__._______.____State�� ZIP Code
�"�`� � DAT ED � Q
� __�._. ...___,.__.�._ _.w, ______�. �__.w._..�..��__.�.___..__.._._.__
Harrisburg � PA i ±17109
_,_____.__.�._�_��. ._._ ____.�.._--- _____.___J t_____._�.___�.__.._.___�___.__._._____._._..._�,__________.__.J
ComespondenYs e-mail address: bal a�billadlerlaw.com
Under penaltl�es of perjury,I declare that I have examined this retum,including accompanying schedules and statements,and to the best of my knowledge and belief,
ft Is true,careG and oomplete.Declaratbn of preparer other than the personal representetive is based on all infoRnatbn of which preparer has any knowledge.
SIG E OF PERSON RESPONSIBLE FOR FILING RETURN DA
X � q �
ADD
� ,�- �� P.� � 7<<
SIGNATUR OF PREP R THAN REPRESENTATIVE DATE
0
� �D�S � � ./�.�7�C� � ! � � � t Q i
PLEASE USE OR161NA ORM ONLY
Side 1
� 15056051058 15056051058 �
.�v
J 15056452�59
REV 1500 EX pec�edent's Sodal Ss�t Number
o.��,�Ne�: Ralph D McNatt ;
RECAPFftJLATlON ,
�. Re�el estate(8t�duleA). ............................................ �. _--------____. .._._. _._._122,000.00
2. Stodcs and eonda tschsd�le 8) ....................................... 2. ----- -- . _ . _. __ 425.00'
3. Closel�►Hsb Corporetbn,Pertnetshfp o�SolaProptietorship(3chedule C) ..... 3.
4. MoRgapea 8 Note�Recelvable(Sdtedule D)............................. 4. _ _^ --- - 65�766.00
5. Cash�8s�k Oeposits 8 Mhc�sUeneous Personal Propetty(Scheds�le E) ........ 5. 71,533.00
S. Jdnth/C�msd Prvi�e�tY(Sc�redule F) C= Separate 6ipfng Req�sted ....... $. .------- -
7. IMer-Viv�Tha�for�8 Mtsoebaneous No�-Pt�obate Property
(gpeet�,�e G) o separate BpNng Requested........ 7. 135,317.00
8. ToW Gross Assoa(ro�al Lines�-�).................................... s. 395�041.00
9. Funoral Expensea 8 AdmEnistrative Costs(Sc�edvle H)..................... 9. 50,328.00
10. Oebts ot Decedent,Mortgage llab�tUes,b lle�(Schsdule I)................ 10. 589.00
14. Total D�ductions(botal Unes 9 810)................................... 11. .
12. Net Yalua oi Esat�(line S minua Une 11).............................. 12. 50,917.00;
13. Charitsbls�d Govemment�l8equastsl3ec 9113 T�usts for which
--- - -- . . .... ........_._.... .._._. .
an elecUvn to tax has not been made(Schedul�J) ........................ 13.
14. Nst VNvo Subjoct to Tax(Llne 12 m�us Une 13) ........................ 14. 344,1 Z4.00;
� -
TAX COMPUTATION-8EE IN8TRUCT10N8 FOR APPUCABLE RATL=S
15. Miount ot Unv 14 taxable
at the spos�ssl lex rata.or
trensfers unds�Sec.8118
{ex1.2)X.0_ 15.
t6. Amount��.Grre 14 taxable - ---- - _ . .. .-•--•---
at I(�eat reee x.o�
344,124.00 �g. 15,48fi.00
17. anaunt ot une 1a taxsble - ___._._..� _ -- ----- ---- .__. -----
at s�lb�g rebo X.12 17.
�s. �mounc or une�a eaxews ���� -�
at ooQate�elrate X.1S t8.
��. TAX DUE......................................................... �s. 15�486.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
15056052059 Stde 2
� 15056052059 �
REY 1500 FJ� P�gs 3 . o�tumbor_--------,
Oecedent's Compfete Add�ess: ��
DECEOENTS SOCUIL SECUitITY NUMBER
Ralph D McNatt _ _
------- - - .__. . _ ---- --- ----- ---- - . _... _
sn�T�ooRESs
821 Pennsylvania Ave.
. _ . . _ ----- ----------------.- ___-----------
.CITY . _...- -- ' STATE � 21P
Lemoyne I PA ;
Tax Payments and C�edits:
1. Tax Due(Page 2 l�nre 19) (1} 15�486.00
2. cred,wFaymerds
�S���� 11,000.00
8.Prior Pa�ts
C.Diaoo�t 579.00
- --- -- - - - Tota�cr�s�A+a+c� �2� 11,579.00
3. Irt�mstlPenslty�a�p�c�bie
D.Intereat
E.Penalhr
--- Tota1 IatenesUPe�ty{0+E) �3)
4. ff Line 2 is greaber tl�an l&�e 1+Line 3�enier ihe ddfsrence. Ttus is the OYERPAYMENT.
Ftll in ov�i on P�2,Une ZO to requ�t s�ef�md. (4)
5. It Una 1+L'are 3 is gr�eater ihan L1ne 2,enter the d�erence.Th�is fhe TAX DUE. (5j 3,907.00
A Enter the inteta�t on the tax due. (5Aj
B.Enter tlre�ot Line 5+5A.This is the BALANCE DUE (58) 3,907.00
Make Check Payabie fo:REC�ISTER C�F WILLS,AGFNT
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�r-:w+�r�r-�r,ri-•�!n-mw- :-.�ws..-� ,
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PLEASE ANSWER THE FOLLOWING QUESTIOHS BY PLACING AN"X"iN THE APPROPRIATE 6LOCKS
1. Old deoedent mafcs a transfer and: Yes No
a retain the use a irwome�Ihe property trarisfemed:.......................................................................................... ❑ 0
b. reta�t fhe tigtd to desi�ate who shaq uso ths properiy transfemed or its ir�oome:............................................ ❑ �
c. ret�n a renrerafo�ry inte�or.............................................._.......................................................................... ❑ �
d reoeive ihe p�omise Ror�e of etlhe�pspments,benefds a car�?...................................................................... ❑ �
2 It death occw�+ed alt�'pecemb�1 Z.1982,did decedent transfet prope�iy wiU�n one yeat o�dealh
withot�receivitg sdequate oo�sideration�......................».........._.......................................................................... ❑ �n..
s. od aeoeaeM am an rm au�t�'or payabfe u�n deatn�nic eooa�t or sec�y at r�s or her death�.............. � �
4. Oid deoedent oMm an Indir�l RetirsmBntAooauni.annuity�or othe��on�prvbate praperty which
oontair�s a benef�iary d�� ........................................................................................................................ � ❑
IF THE ANSINER TO ANY OF THE A60VE QUESTIONS IS YES�YOU MUST COMPLETE SCHEDULE G AND�ILE IT AS PART 4F THE RETURN.
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. �_ .�i:�-'' a.u.�a .
Fa�da�es of deafh on a a�ber Ju1y 1,1994 ma!bsfa�e January 1,1895�the ta�c ret�imposed on 1he net value oi trarrsiets to or ta the�e o�Ihe aurvtvb�9 spa�se
i�ttxuee�3j Par�nt IT2 P.S.§9t16(a1 t1.1)mJ•
For d�tes of deaih on o�81bar Jat�u�ry 1�1��t�auc ret�impassd on tlre net value of t�u�sfera b o�for tl�e uae oi fhe aurvtving apo�ae i��oero�0}p�cent
�2 P.8.§9116�ej(1.1)(i�j.The�e doe�a trenafer b a survivb�g�ouae from t�an�Ure stabutay requlrements for c�sdo�me o��seta�
flinQ a ta�c retum are s�a�licable even�ti�e�rv�vin�spause�the only beneflc�uy.
Fot da�ea of deaih on��ter�tdy 1�Z�:
Th��uc�te irnposed on Ihe net value of ir�ansfers from a deoeaaed ddld tweniy�one�eais of age or younger et death to ot for the use of a nalurel p�rent,an
a�ve par�t,a g at�p��ot�e ch�Ia zero(o)ps�cent�T2 P.s.§st1$(aK1.2)�.
The�c t��e impo�vd ai the net value of tr�nsters fio a fa ihe use of the decedent's�neal ben�icl�ies b four a�one-�If(4.5y paroent,exc�t aa noted in
72 P.S.§911�1.�tl2 P.S.§9'116(aK1Ij.
The tax�te imposed on the net vahre of tr�ca�o o�for tt�e t�se of 1he deoeden�s a�ga Is h�hre(12)per+oent[T2 P.S.§9116(sKt.3y).A aib�g is da�ed,under
Sedbn 9102,as an ir�v�lu�who has et least one�r�ent�n oarr�non wNh the deoedeM,whether by blood ot ado�on.
scaEDVLE �•A��
REAL 83TATE
Estate of Ralph D. McNatt � File Number 2012-01111
ITEM NUMBER DESCRI�TION VALUE AT DEATH
821 Pennsylvania Avenue, Lemoyne 5122, 000.00
Pennsylvania
�See attached exhibit pages 1-9)
TOTAL REAL $122, 000.00
ESTATE
SCHEDULE "8"
sTOCxs �n sorTns
_._. , .
Estate of Ralph D. McNatt File Number 2012-
01111
_�
ITEM NUMBER DESCRIPTION VALUE AT DEATH
Metlife computer shares $924 . 92
12 shares of common stock,
Metlife
around 35.41/share
TOTAL STQCKS 5929•92
AND BONDS
SCAEDULE '•D„
MORTGAGES AND NOTES
RECEIVABLE
Estate of Ralph D. McNatt File Number 2012-01111
ITE_,_,M NUMBER DESCRIPTION VALUE AT DEATH_
Loan to Amy McNatt 528,296.33
(see attached exhibit page 15)
Loan to Randy McNatt $37, 470.02
(see attached exhibit page 14)
TOTAL 565,766.35
MORTGAGES
AND NOTES
RECEIVABLE
SCHEDIILE "y��
CASH, SANK DEPOSITS AND
MISCELLANEOUS
PERS�NAL PROPERTY
Estate of Ralph D. McNatt File Number 2012-01111
_,. -
�,EM NUMBER DESCRIPTION VALUE AT DEATH
PSECU account 256b016229375 562,343.47
(see attached exhibit page 13)
Car, Buick Lacrosse, id number 58, 800.00
2G9we587361264159, 42, 665.00
miles
Trade in value
See attached exhibit pages 16,
17)
Geico refund $245.96
Dauphin County fines and costs $3.33
November 24, 2012, refund, $96.03
DirecTV
April 12, 2013, CVS $22.04
April 12, 2013, CVS 522.04
TOTAL CASH, $71, 532.87
BANK
DEPOSITS,
MISC.
SCHEDULE "H"
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Estate of Ralph D. McNatt File Number 2012-01111
ITEM DESCRIPTION AMDUNT
NUMBER
1. Funeral Expense, Mussleman $575.00
Funeral Home
2. Personal Representative 519, 035.00
Commission
3. Social Security Number
4. Year Commission Paid. . 2013
5. Attorneys' Fees $19, 035.04
6. Family Exemption Claimant,
Relationship to Deceased
7. Address of Claimant at
Decedent's Death
8. Probate Fees
9. Advertising estate
10. Reserve $175.00
Expenses of sale of 821 $1, 370.00
Pennsylvania Ave. , Lemoyne, PA
1� transfer tax. . .$1,220.00
deed preparation. . .$150.00
Qctober 23, 2012, liberty 5636.00
mutual, health insurance
�ctober 24, 2012, PPL $119 .98
October 25, 2012, Amy M�Natt, $722.50
reimbursement for interment fee
October 26, 2012, Rolling Green S285.00
Cemetery
October 26, 2012, Jennifer 51,018.83
Bottaro, reimbursement for
interment, EIN and flowers
October 30, 2012 Pennsylvania 555.68
American wate=
November 6, 2012, Pennsylvania 542.50
American water
November 10, 2012, UGI 5152.11
November 14, 2012, Lemoyne sewer $51.40
bill
November 14, 2012, Comcast final 5314 .26
bill
November 14, 2012, Pennsylvania 520.35
American water
November 15, 2022, PP&L $96.67
Penn Live ad for car $1�.40
November 23, 2012, patriot news $28.00
advertisement for car
Aecember 4, 2012,Thermotech, 5173. 84
Inc, furnace repair
December 11, 2012, UGI $138.03
December 11, 2012, Lemoyne sewer $40.00
December 12, 2012, FP&L $203.31
January 4, 2013, sewer 541.90
January 9, 2013, trash $43.50
January 13, 2013, UGI 5157.73
January 13, 2013, electric $267.16
January 17, 2013, water $32.48
February 8, 2013, sewer $45.70
The very 14th 2013, UGI $267.93
February 14, 2013, electric $231 .93
February 14, 2013, water �36.78
March 1, 2013, sewer $92.85
March 11, 2013, trash $43.5�
March 17, 2013, electric $194 .46
March 17, 2013, County real $779.95
estate taxes
March 18, 2013, UGI $277.43
March 18, 2013, water $30.20
April 9, 2013, sewer $40.00
April 8, 2013, UGI $223. 68
April 17, 2013, water 537.91
April 17, 2013, electric 5172.09
May 1, 2013, sewer 563.75
May 15, 2013, UGI 597.75
May 15, 2013, electric 573.11
Map 20, 2013, water 531 .28
June 4, 2013, trash 593.50
June 4, 2013, sewer 520.05
June 16, 2013, UGI S6.90
June 16, 2013, water 530.35
June 16, 2013, electric 567.93
July 1, 2013, school taxes, real 51, 602.89
estate
July 1, 2013, sewer 540.0�
July 12, 2013, UGI $17.11
July 20, 2013, electric 561.82
July 20, 2013, water $36.09
August 6, 2013, UGI S17.11
August 6, 2013, sewer 591.90
August 17, 2013, water 533.24
August 17, 2013, electric 561 .22
August 31, 2013, sewer $44.00
August 31, 2013, trash 543.50
September 5, 2�13, UGI 517.11
September 16, 2013, water 537.96
September 16, 2013, electric 569 .38
September 20, 2013, T. Shelter, 5475.00
dumpster to remove house
contents
September 26, 2013, sewer 543.80
550, 328.36
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate of Ralph D. McNatt File Number 2012-01111
��E=NUMSER , DESCRIPTION AMQUNT
November 10, 2012, Pinnacle Health 5130.40
CardiOvdsGUlar Institute
November 10, 2012, LaSalle Academy pledge $50.00
November 12, 2012,VNA Community Care $32.00
Service
November 27, 2012, VA medical bill $285.93
December 23, 2012, Nephrology Associates 545.78
of Central PA
January 23, 2013, Nephrology Associates 595.78
of Central PA
Total 5589.49
SCHEDULE "G"
TRANSFERS
Estate of Ralph D. McNatt File Number 2012-
01111
Item Number Description Exclusion Value of Value of
of Asset Asset Decedent' s
Interest
DWS 3, 000 138, 317.44 $135, 317.44
Investments
IRA
Account
3470
(See
attached
Exhibit
page 10,
11}
Total 5135,317.44
Transfers
SCHEDULE J
BENEFICIARZES
Estate of Ralph D. McNatt File No. 2012-01111
ITEM NUMBER NAME AND RELATIONSHIP AMOUNT OR
ADDRESS OF TO DECEDENT SHARE OF
BENEFICIARY ESTATE
A. Taxable Randy D. McNatt Son 1/5
922 Nixon Dr.
Bequests Mechanicsburq, PA
17055
Amy S. McNatt Oauqhter 2�5
2860 N. Progress Ave.
Harrisburq, PA :7I.0
Tim i. McNatt SOn 1��j
Damian McNatt
821 Pennsylvania Ave.
Lemoyne, PA 17043
Jennifer L. Bottaro Daughter 1�5
3890 Mark Ave.
tinrrisburg, PA 17110
Brian D. McNatt Grandson 1�35
5027 Turtle Lane
Mechanicsburg, PA
17050
Damian McNatt Minor Grandson 1/35
821
Pennsylvania
Ave.
Lemoyne, PA
17093
(aqe 6)
Maddeline Minor 1/35
McNatt Greatgranddaug
809 Rosemont hter
Ave.
New
Cumberland, PA
17070
(birthdate:
11/14/12)
Joshua McNatt Grandson 1/35
809 Rosemont
Ave.
New
Cumberland, PA
17070
Olivia Minor 1/35
MacMurtric Greatgranddaug
5136 A Erly hter
Rd.
Elliotsburg,
PA 17029
� tage 2)
Heather Granddaughter 1/35
MacMurtric
5136 A Erly
Rd.
Elliotsburg,
PA 17029
Reilly M. Greatgranddaug 1/35
Mcnatt hter
5027 Turtle
Lane
Mechanicsburg,
PA 17050
(age 5)
ITEM NUMBER NAME AND ADDRESS OF AMOUNT 4R SHARE OF
BENEFICIARY ESTATE
A. Charitable
and
Governmental
Bequests
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