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Home My WebLink About06-27-14 r 1505610105 (Fr))w-ii ( REV-1500 Fx OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes � County Code Year File Number PO BOX 28o6o1 INHERITANCE TAX RETURN � ' I Harrisburg,PA 17128-0601 RESIDENT DECEDENT 3 I o a. ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 06/04/2007 11/08/1930 Decedent's Last Name Suffix Decedent's First Name MI Parsons Richard D (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 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) O 4. Limited Estate O 4a.Future Interest Compromise(dale of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total 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 TO: Name Daytime Telephone Number Andrew C. Sheely, Esquire 717-6k757050 s :�3 m REGIST_Ek OF WIL691ISE 0 n N c7 First Line of Address 127 South Market Street r � o --j Second Line of Address N r n P.O. Box 95 City or Post Office State ZIP Code .1 DATE FILEan Mechanicsburg PA 17055 Correspondent's a-m ' ddress:andrewc.sheely @verizon.net Under s of per ry,I de fare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it' ru orr ct an complet .Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. IG OF E O SPONSIBLE FOR FILING RETURN D E AD MESS' Richard M. Parsons,Administrator, 2232 Canterbury Dr., Mechanicsburg, PA 17055 SIGNNQ/7�U�R�E�OF PREgRq�r/ryER THAN REPRESENTATIVE /OAT AD RESS i �r Andrew C. Sheely, Esquire, 127 South Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV-1600 EX(Fl) Decedent's Social Security Number Decedents Name: Parsons, Richard D. RECAPITULATION 1. Real Estate(Schedule A). ...... ...... 2. Stocks and Bonds(Schedule B) ....... ... ... ...... . .... .. 2. ± $4,263.60 1 Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) 3. 4. Mortgages and Notes Receivable(Schedule D).......... ..... ...... .... 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 6. Jointly Owned Property(Schedule F) C=) Separate Billing Requested ... . 6. 7. Inter-Vivos Transfers&Miscellaneous Non•Probate Property (Schedule G) C=:) Separate Billing Requested........ 7' 8. Total Gross Assets(total Lines 1 through 7)..... ... ....... .. ......... . 8. $4,263.60 9. Funeral Expenses and Administrative Costs(Schedule H)............... .... 9. 1 3,447.33 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)......... ...... 10. F 111. Total Deductions(total Lines 9 and 10).... ......... ......... __ 11.1 3,447.33 12. Net Value of Estate(Line 8 minus Line 11) ....... ........... ........ 12. 1 F_ 816.27 13. Charitable and Govemmental BequestsfSec 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. 816.27 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 f________1 (a)M2)X'0_0 8-16-.2-7 15. 0.00 16, Amount of Line 14 taxable at lineal rate X .0 16. 17, Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 I 18. 19. TAX DUE ...... 19.. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=D Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 0 (P Z DECEDENT'S NAME Richard D. Parsons STREET ADDRESS 700 Cockiin Street CITY STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) $0.00 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 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) 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. 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.......................................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ E c. retain a reversionary interest .............................................................................................................................. ❑ ■ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 0 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................I ❑ 0 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? ........................................................................................................................ ❑ E 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)(1)1. 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(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)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. PEV4503 EX+(7•11) . i pennsylvania SCHEDULE B �� DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard D. Parsons 21-13-1062 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I• IBM, Inc.Common Stock-40 shares at$106.59/share at date of death $4,263.60 TOTAL(Also enter on Line 2, Recapitulation) $ $4,263.60 If more space is needed, insert additional sheets of the same size International Business Machines Corp.,IBM Historical Quote-(NYSE)IBM,International Business Machines Corp.Stock Price-BigCharts.com 10/3/13 1:10 Pt k t Enter SpnCas of K?ynvords _. Charts` press,MarketWal To investors who want to retire comfortably. If you have a$500,000 portfoko,doembad the guide by Forbes coluntra t and money manager Ken Fel9er's fine. B's called"The 15-Minute Retirement Plan."Even if you have something else in place not real it stalmakes sense to request your guide! (.Aitk Here to[76wnload Your Cull _,....._.___...„..,..._..w „...._�._... FISHER INVESTMENTS- spas �BNi Basic Chan Advanced Chart Interactive Chart Home Quotes News Industries Markets M+rcricalfhfoiw . 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FeM to es]aq antl 40 Intl Iw.ner slinn _6 xP.an:Janes^ndu.m Isr.9 nor:oa_.Janes c:ampany.m,: EEHK:nlbday ca...is PoAloted by S Final':nlonsi n a r.son I hdnutes dribyed I II.ryol_n are car tacw exnyl or http://bigcharts.marketwatch.com/historical/default.asp?symb=IBM&closeDate=06%2FO4%2FO7&x=44&y=24 Page 1 of 1 REb11511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard D. Parsons 21-13-1062 Decedent's debts must be reported on Schedule I. REM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hollinger Funeral Home, Inc. $3,318.93 e. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: $0.00 Name(s)of Personal Representative(s) Richard M. Parsons Street Address 2232 Canterbury Drive city Mechanicsburg _ state PA zip 17055 Year(s)Commission Paid: Z. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address _ city _ State ZIP Relationship of Claimant to Decedent_ 4. Probate Fees: $123.50 5. Accountant Fees: 6. Tax Return Preparer Fees: T Misc.postage $4.90 TOTAL(Also enter on Line 9, Recapitulation) $ 3,447.33 If more space is needed,use additional sheets of paper of the same size. 06-24-'14 11:17 FROM- Hollinger FH 717-486-3433 T-456 P0001/0002 F-916 1u •I Ptl M Hollinger Funeral Home&Crematory, Inc. Eric I.Hollinger.Supervisor June 4,2007 Elizabeth Parsons 700 Cocklin St, Mechanicsburg,PA 17055 The Funeral Service for Richard D. Parsons: We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. Professional Service Cremation Package E $2495.00 Merchandise Memorial Pkg.—Plain Register book,folders, acknowledgements N/C AT THE TIME FUNERAL ARRANGEMENTS WERE MADE,WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION, THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. Cash Advances Certified Copies of Death Certificate(20 @$6) 120.00 Cumberland County Coroner's Authorization 25.00 Newspaper Notice-Sentinel 503.93 Clergy 100.00 Music 75.00 Total Charges $3318.93 501 NORTH BALTIMORE AVENUE • MOUNT HOLLY SPRINGS,PENNSYLVANIA 17065 • (717)486-5433 • PAR(717)486-3215 www,holli ngerfuneralhome.com 'REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHEWANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Richard 0. Parsons 21-13-1062 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(5)RECEIVING PROPERTY 00 Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. Elizabeth P.Parsons,700 Cocking Street,Mechanicsburg,PA 17055 Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: � 1• ( B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. i TOTAL OF PART U—ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ i If more space is needed,use additional sheets of paper of the same size.