The URL can be used to link to this page

Home My WebLink About04-21-14 (2) � 1505610105 REV-1500 EX(oz-u)(FI) .�R OFFICIAL USE ONLY PA Department of Revenue pennsyLvania Co ode Ye File Nurg��r oEP.w.ME�.o,NE�E��E Bureau of Individual Taxes INHERITANCE TAX RETURN � � � j,rj PO BOX z8o6oi RESIDENT DECEDENT ' � � Harrisbur ,PA 1'7128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY . , 04/02/2011 04/28/1983 ' DecedenYs Last Name Su�x DecedenYs First Name MI MCKENRICK ? BRIAN j F (If 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 1 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) p 4.Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7.Decedent Mai�tained a Living Trust _ 8. Totat Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT— THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telepho�Number d ..-.. � _ � '.� �7',t'Yl GREGORY M. PALUMBO _� � _.�,. �;Q _ _. REGISTEI�F y,�Ll4?USE 9�ILY 7�7 ,.,,3 �, r-- C7 i �„ I�T7 M P"rl �j C� �,r„ n First Line of Address ` ''`.' L.' t"7 � � -.o 't 1 10-12 W. FRONT ST. � �' -n � � `'� � _ o �- :.� ..... Second Line of Address ' � � � _ .� rn _. _ -t� ; �. i--• o , __ DATE FILED � � City or Post Office State ZIP Code MEDIA 3 � PA �19063 CorrespondenYs e-mail address: Under penaities of pe' ,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 a co plete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF ERSON RESPONSIBLE F G RETURN DATE 04/17/2014 ADDRESS 10-12 W. FRONT ST. MEDIA PA 19063 SIGNATURE PREPARE T EPRESENTATIVE DATE 04/17/2014 ADDRESS 10-12 W. FRONT ST. MEDIA PA 19063 PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561�105 1505610105 J V � � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number oecedent's rvame: BRIAN F. MCKENRICK ' ' RECAPITULATION _ _ 0.00 1. Real Estate(Schedule A). . ... . ....... ... .......... .. . .......... ..... . 1. , 2. Stocks and Bonds(Schedule B) 2. � 0.00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. � 0.00 , 4. Mort a es and Notes Receivable Schedule D 4. 0.00 ' 9 9 � ) ...... . .. . .............. . .. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). ...... 5. ' 0.00 6. Jointty Owned Property(Schedule F) O Separate Billing Requested ... . ... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 0.00 ' (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets(total Lines 1 throu h 7 .......... ..... ... 8. , 0.00 9 )..... ... ... 9. Funeral Expenses and Administrative Costs(Schedule H)............. . ..... 9. 0.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I). ............ .. 10. � 0.00 11. Total Deductions(total Lines 9 and 10)...... ............. ..... ........ . 11. 0.00 12. Net Value of Estate(Line 8 minus Line 11) .......... ............... ..... 12. : 0.00 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which 0.00 ' an election to tax has not been made(Schedule J) .. .......... . .... . ...... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) ... .. ....... ...... .. . ... 14. ', 0.00 ' TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or _ _ _ transfers under Sec.9116 0.00 ! 15 0.00 (a)(1.2)X.0� _ 16. Amount of Line 14 taxable 0.00 '' at lineal rate X A� 0.00 16. 17. Amount of Line 14 taxable 0.00 ' at sibling rate X.12 ; 17. _ - .. r 18. Amount of Line 14 taxable 0.00 ' 0.00 at collateral rate X.15 ' �8� 0.00 19. TAX DUE ..... .... .... . .. ....... . .. . ....... .. ........ . .... . ....... 19.' J 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 L 1505610205 15056102D5 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME BRIAN F. MCKENRICK STREETADDRESS 2829 SHIPPENSBURG ROAD CITY STATE Z�P BIGLERVILLE PA 17307 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments 0.00 B.Discount 0.00 Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 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) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT. �.. z . . � �, - �� ,�,. r � _ 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.......................................................................................... � � b. retain the right to designate who shall use the properry transferred or its income ............................................ ❑ � c. retain a reversionary 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"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 containsa 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. �� _. ,�=: .. � u � a�: .,r, EF :.; ,.- ri~,;: � n° .��: � `:.,:� �� ;e �:_ . . .. -, �:� r , � 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 imposetl 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(a)(1)). . The tax rate imposetl 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, untler Section 9102,as an indivitlual who has at least one parent in common with the decedent,whether by blood or atloption. GREGORY M. PAL UMBO PAL UMBO &ASSOCIATES 10-12 WEST FRONT STREET MEDIA PA 19063 (610) 891-0246 (610) 891-1995 Fascimile April 17, 2014 M : t";�qj..a.... . � . l . < ,. . ._� ,{ i`:,. .. ,. � . . ..� Register of Wills of � � Cumberland County Pennsylvania � � � � 1 Courthouse Square � °� � �' ° Suite 102 rn � � �' � � > �. Carlise PA 17013 �' � � � '� �' ��` - �� '^' r.r� :: ,� ., c� 1t ' � �"� ..� -,7 -ri.� , ' Re: Estate of Brian F. McKenrick ,`� � � � � ?' ,� No: 23-13-0354 0 � � ` w r= n� r Dear Sir/Madam: � � p � � As per your request, for the referenced estate please find original and two copies of: a) Inheritance Tax Return; b) Inventory; c) Rule 6.12 Status Report; and d) a check in the amount of$30.00 for your filing fee. Thanking you, I am, ery t y yours, M. PALUMBO JNH/mds p�9 �J � � � � ~ � �< • CJ � _ _ � '� �j _ � o a t,,,_ �,, .--�+ 0 w � � " ° E o , C� � ��.. a- -'�- � � G, ;: , < liJ f� �' ',:J N � `'` �'� �.a " � t .� ta; t""' � L' a- c� ��. � �_ � � c:� � c� o � w � � v d � � ,J cC� rJ � � � � � � � � ��