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Home My WebLink About08-25-14 � 1Sa5610143 ��r� �Q0 EX(02-17} � OFFICIAL USE ONLY PA Qepartment of Revenue pennsylvania co�,ncy coeo Vear fiie NumUor Bureau of Individuai Taxes ��PMTMFNTOFNL'VEHUP Pp BOX.280601 INHERtTANCE TAX RETURN 21-19--00-1 I Harrisburg,PA 17128-0601 RESIDENT DECEDENT EN7ER OECEDENT lNFORMATIQN BELQW Social Security Number Date of Death Date of Birth 12 08 2013 06 13 1923 DecedenYs Last Name Suffix Decedent's f=irst Name MI MORRIS JR FRANK L (If Applfcable}Enter Surviving Spouse's Information Below Spouse's Last Name Suffrx Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED 1N DUPLICA"fE WITH THE REGISTER OF WILLS FItL IN APPROPRIATE QVALS BELOW t. Original Retum 2, Supplemental Return 3. Remainder Relum(Date of Ueath �..---� �—� - Prior to 12-t3•82) � } q. Limited Estate I 3 4a ��'��rc�Inl�tost Comprattist� I 5, Federal Estate 7ax Return Required .._._t L--_t {aatootdoauianorl2•i7-821 L-� �X G Docedont Died 7'aslaie ' � pacotloni Main��ned a Liwny Trusi „_,., p, Total Number of Safe Ueposit 13oxos __.� (Attach Copy of Will) �....... (Atlach Copy o rusq g. Litigation Proceeds Received �0.b�'twc5enlZ 31��J1 an� �a e�of DoaOi �ti.Election to tax under Sec.9113(A) �..-.� �•—� d{•�`�'� --- {Attach Scheduie O) CORRESPONDENT•THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE QIRECTED TO: Name Daytime Telephone Number DTANE G RADCLIFF (717) 737 0100 REGISTE�AF WILLS II�ONL'17 p r�n � �7 � �� First Line of Address ;-;� � � G� �n 3448 TRINDLE ROAl� ��;� �-' � N �'� _ _,� u-� �,� Second Line of Address ^� �7 .�� _. �.�3 � —p -y� ,:�� µ� � � I3A'��FII.E� City or Post Office State �IP Code � ° ...y fn � � CAMP HILL PA 17011 � N � Correspondent's e-mall address: dianeradcliff(mcomcast.net �` Under penafiies of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowladge and betief, it is true,co ect and complete.Declaration of preparer other than the personal rop�esentative is based on all intormation of which preparer has any knowledge. �$�G�JA7URC OF P[ftSO��NSIl3LE FOR FILING RE'I'UF�tN D Tk �V\ t Michael F Morris i 'ZO t AUDRESS 67 Warrior Run RR#1 Box 612 Roseland VA 22967 SI AfURE OF PREPARk• FIEft THAN REPRESENTAI"IVE DATC Diane G Radcliff _ — w�- ADDRE55 34 Road, Camp Hill, PA � Side 1 � 15056ZQ143 1505610143 � � 1505610243 REV-1500 EX DecedenYs Social Security Number oacada�esName: M01'1'IS� Frank L Jr RECAPITUTATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 2 3 , 13 9 . 81 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�nn;Probate Property (Schedule G) U Separate Billing Requested............ 7. 954 . 0� g. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 2 4 , 0 93 . 81 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 11 , 2�3 . 3 6 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 3 , 619 . 8 9 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 14 , 823 . 25 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2. 9,2 7 0 . 5 6 13. Charitable and Governmental BequestslSec 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. 9,2 7 0 . 5 6 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 �5 O . 0 0 (a)(1.2)X.00 16. Amount of Line 14 taxable g� 2 7 0 . 5 6 16. 417 . 18 at lineal rate X .045 17. Amount of Line 14 taxable 0 . 0 0 17. 0 . 0 0 at sibling rate X.12 18. Amount of Line 14 taxable 0 . 0 0 18. 0 . �� at collateral rate X.15 19. TAX DUE................................................................................................................ 19. 417 . 18 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 15D5610243 1505610243 J REV-1500 EX Page 3 File Number 21-14-0071 Decedent's Complete Address: DECEDENT'S NAME Morris, Frank L Jr STREET ADDRESS 821 Briarwood Lane CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 417.18 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +g) (2) 0.00 3. Interest �3� q, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 417.�$ Make Check Payable to REGISTER OF WILLS, AGENT. � �� " �� . ,� . '�e.. �...�°�e .. � � > E �.� ,�" ... ...�r<< ��...�.�i...�f . r]'' ''.� , .. .Y;: .� . ..��. . . .� ..... . . 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 property transferred or its income:.................................. ❑ �x c. retain a reversionary interest;or.............................................................................................................. . x d. receive the promise for life of either payments,benefits or care?............................................................ x 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?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?................................................................................................................. ❑ ❑X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. �,� `..��,.., . . _��' � . t�� '�a�. ...�.... .. For dates of death on or after July t,1994 and before Jan. 1,�1 gg � �� 5,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 January 1,1995,the tax rate imposed on the net value of transfers to or for the use of tne 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)J. . 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, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. Rev-1508 EX+�11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE p E RSO NAL P RO P E RTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 Include the proceeds of litigation and the date the proceeds were received by the estate. All properry jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Metro Bank#2521 14,773.31 2 Metro Bank#2698 8,150.27 3 Miscellaneous Deposit 216.23 TOTAL(Also enter on Line 5, Recapitulation) 23,139.81 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) Rev-1510 EX+(OS-09) SCHEDULE G pennsylvania lNTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 This schedule musl be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE OF ERANSFERSATTACN A COPY OF T�HE DEED�OR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1 DuPont Pension 954.00 954.00 TOTAL(Also enter on Line 7, Recapitulation) 954.00 (If more space is needed,additio�al pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1517 EX+(�0-09) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND RESIDENTDECEDENTTURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: See continuation schedule(s) attached 8,744.34 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees 1,522.50 See continuation schedule(s) attached 3, Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 153.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 783.02 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 11,203.36 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 ITEM NUMBER DESCRIPTION AMOUNT Funeral Exp4nses 1 Church Fee-Funeral Luncheon -Community Room 250.00 2 Church Fee-Funeral Mass 250.00 3 Cremation-Extra Costs 265.00 4 Funeral Luncheon 528.35 5 Obituary-Local Paper 250.99 6 Obituary-Philadelphia Paper 500.00 7 Organist-Funeral Mass 125.00 8 Reserve for internment and headstone 6,500.00 9 Soloist-Funeral Mass 75.00 H-A 8,744.34 AttorneYFees 10 Attorneys Fees -Reserve for additional Attorney Fees and Taxes 1,000.00 11 Diane G. Radcliff, Esquire-Attorney's Fees 522.50 H-B2 1,522.50 Other Administrative Costs 12 Bernadette Warman-Reimbursement for Expenses 475.00 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 ITEM NUMBER DESCRIPTION AMOUNT 13 Cumberland County Law Journal -Legal Advertisement 75.00 14 The Sentinel -Legal Advertisement 233.02 H-B7 783.02 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev1512 EX+�12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCETAXRETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 RepoR debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medfcai expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Holy Spirit Hospital 1,181.00 2 Holy Spi�it Hospital 438.00 3 Home Instead Senior Care 2,000.89 TOTAL(Also enter on Line 10, Recapitulation) 3,619.89 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-1573 EX+�01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Morris, Frank L Jr 21-14-0071 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(Sl RECEIVING PROPERTY DECEDENT (Words) ($$$) I� TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116 a 1.2 1 Daniel P Morris Son One-Sixth of 1,545.09 102 Lynnwood Court Residue of Camp Hill, PA 17011 Estate 2 Edward P Morris Son One-Sixth of 1,545.09 619 Arbor Road Residue of Cheltenham, PA 19012 Estate 3 Michael F Morris Son One-Sixth of 1,545.09 67 Warrior Run Residue of RR1 Box 612 Estate Roseland,VA 22967 4 Robert K Morris Son One-Sixth of 1,545.09 821 Briarwood Lane Residue of Camp Hill, PA 17011 Estate 5 Thomas D Morris Son One-Sixth of 1,545.09 275 Osborn Street Residue of Philadelphia, PA 19128 Estate See continuation schedule attached Continuation 1,545.09 Total 9,270.54 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON L�NE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev.01-10) SCHEDULE J BENEFICIARIES (Part I,Taxable Distributions) ESTATE OF: Frank L Morris Jr 12/08/2013 180-14-8358 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 6 Bernadette M Warman Daughter One-Sixth of Residue of 1,545.09 106 South River Street Estate P.O. Box 717 Maytown, PA 17550 Tota I 1.545.09 1 �.,>.. �, _ �� _ � �.� :a ��,�� x �� . ,. . .,�._, � , ,. � � ,�s v �� $� � � . BA N K Metro Bank 3801 Paxton Street Harrisburg PA 17111-1418 1-888-937-0004 mymetrobank.com 04694 3775039 0�1 ❑9214❑ FRANK L MORRIS JR OR HELEN C MORRIS 821 BRIARWOOD LN CAMP HILL PA 17011 We're here 7 days a week,24 hours a day at 1-888-937-0004. 50 PLUS CHECKING 0536172521 Transactions By Date Date Descri tion Debit Credit Balance 11/20/13 CHECK#2288 b171.74 ;13,180.91 �� 11/25/13 CHECK#2293 543.64 a13,092.04 � � � � 77/29/13 CUSTOMER DEPOSIT E9.05 �O � 12/09/13 WEB TO DDA FR DDA 000536972698 a4,000.00 TFR 12/09/13 CHECK#2295 a438.19 a17,150.87 g 0 12/16/13 CHECK#2296 5475.00 518,675.87 � 0 N 12H8l13 INTEREST PAYMENT a7.78 a3,677.65 � Check Transactions Number Date Amount Number Date Amount Number Date Amount ' � 2291* 11/20 545.23 "' 2294 12/09 51,181.25 2296 12/16 5475.00 a 0 Items denoted with an"E"are electronic entries and will not have a check image. Items denoted with an""'indicate processed checks out of sequence. 78 Cycle Page 1 of 8 NOTE:SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC �T�t'� BAN K Metro Bank 3801 Paxton Street Harrisburg PA 17111-1418 1-888-937-0004 mymetrobank.com 01368 3791965 001 092140 FRANK L MORRIS JR OR HELEN C MORRIS 821 BRIARWOOD LN CAMP HILL PA 17011 We're here 7 days a week,24 hours a day at 1-888-937-0004. 50 PLUS CHECKING 0536972698 Transactions By Date Date Descrl tion Debit Credit Balance 1�'C 12/03/13 SSA TREAS 310 XXSOC SEC 51,880.00 s8,150.27 .'� FRANK L MORRIS JR ' "r��,j� _..,..�,"�.._'� ��r.n Ii �51(,��„ • 12/12H3 WEB FR DDA TO DDA 000536172521 •a2,000.00 � , , — TFR • Interest Summary N S 0 Q 0Q S � � Fees Summary � � N S Total Overdraft Fees Year to Date 50.00 � � � Total Retumed Item Fees Year to Date 30.00 � � S For your wnvenienca, a summary of overdraft and retumed item fees appears on your monthly statement. Please note that the overdraft fee summary inGudes non-sufficient funds fees, uncollected funds fees and unavailable funds fees. The summary does not reflect refunded or waived items credited to your account. 24 Cycle Page 1 of 4 NOTE:SEE REVERSE SIDE FOR IMPORTANT INFORMATION Member FDIC