The URL can be used to link to this page

Home My WebLink About09-17-14 (3) � 15�5610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 2sosol INHERITANCE TAX RETURN 2 1 1 4 0 6 0 5 Harrisburq PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDm'Y Date of Birth MMDDYYYY 0 6 1 9 2 � 1 4 0 8 1 5 1 9 6 0 DecedenYs Last Name Suffix Decedent's First Name MI B E C K E R R 0 B E R T M (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 O 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.Federai Estate Tax Return Required death after 12-12-82) Q 6.Decedent Died Testate � 7. Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (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 Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number �r,� M U R R E L W A L T E R S I I I E S Q 7 1 � 6 9 � 4 � � � c ►� c� R t,�STDR OF WI l USE 91i�L '"C) �7 � f'.�j �,�_� � �.,.a �y f";`I First Line of Address �',� y�': �� "J �� ` U� C.� � W A L T E R S & G A L L 0 W A Y , P L L C �i- � � �" D •-� �-n Second Line of Address ' � � ~`t � �= � . , ;�__ rv r m 5 4 E • M A I N S T R E E T ` �-+ � Q City or Post O�ce State ZIP Code �r DATE FIL� � M E C H A N I C S BU R G P A 1 7 0 5 5 � CorrespondenYs e-maii aadress: murrel@waltersqallowav.com Under penalties of perjury,I declare that I have examined this return,includi�g 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. SIGNATUR O PERSON RESPONSIBLE F R FILI RETURN 'DATE • � � ADDRESS LINDA M • BECKE 109 W• TRINDLE RD • MECHANICSBURG PA 17�55 SIGNATURE OF PR A R F HA EPRESENTATIVE DATE �''�� `( ADDRESS MURREL TE S III ESQ 54 E f1AIN ST MECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 � 1 � 15�561024� REV-1500 EX(FI) DecedenYs Social Security Number �ecedent's Name: R 0 B E R T f`1 • B E C K E R RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ... . . . . . �• ' 2. Stocks and Bonds(Schedule B) . . . . .. . . . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . 2• ' 3. 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. 4 � 9 4 4 . 4 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property (Schedule G) � Separate Billing Requested ... . ... 7. • 8. Total Gross Assets(total Lines 1 through 7) . . . .. .... . . . . .. .. . . . . .. . .. . 8. 4 � 9 4 4 . 4 9 9. Funeral Expenses and Administrative Costs(Schedule H) . .. . . . . . . . . . . . . . . . 9• 9 6 7 5 . 5 � 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . .. . . . . . . . . 10. • ��. Total Deductions(total Lines 9 and 10) . . . . . . . . . .. . . . . . . . . . . . . . ... ... . 11. 9 6 7 5 . 5 � 12. Net Value of Estate(Line 8 minus Line 11) . .. . .. . . ... . . . . .. . . . . . . . . .. . �2• 3 1 2 6 8 . 9 9 13. Charitable and Governmental Bequests/Sec 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. 3 1 2 6 8 . 9 9 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ 0 . 0 O 15. O . � � 16. Amount of Line 14 taxable at�inea�rate X.045 3 1 2 6 8 . 9 9 �6, 1 4 � 7 . 1 0 17. Amount of Line 14 taxable at sibling rate X.12 � • � � 17. � • � � 18. Amount of Line 14 taxable at collateral rate X.15 � • � � �g, 0 • � � 19. TAX DUE . . . . . .. . . .. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 1 4 � � • 1 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1,505610240 1505610240 � REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 14 0605 DECEDENT'S NAME ROBERT M. BECKER STREET ADDRESS 1093 W.TRINDLE ROAD CITY STATE ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,407.10 2. Credits/Payments A.Prior Payments B.Discount 70.35 Totai Credits(A+B) (2) 70.35 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) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,336.75 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 ...................................................................... ❑ � b. retain the right to designate who shall use the property transferred or its income ............................... ❑ ❑ X c. retain a reversionary interest ..................................................................................................... ❑ ❑X d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ ❑X 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. 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 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 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 p2 P.s.§st ts(a)(t)�. • 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+(08-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCETAXRETURN pERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ROBERT M. BECKER 21 14 0605 Include the proceeds of litigation and the 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. METRO BANK 5,472.26 CHECKING 2. METRO BANK 25,081.23 SAVINGS 3. AUTOMOBILE 10,391.00 2003 FORD PICK-UP KELLEY BLUE BOOK VALUE TOTAL(Also enter on Line 5,Recapitulation) $ 40 944.49 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ROBERT M. BECKER 21 14 0605 DecedenPs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS-BUHRIG FUNERAL HOME&CREMATORY 7,697.00 B. ADMINISTR,4TIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) LINDA M. BECKER StreetAddress 1093 W.TRINDLE ROAD �ity MECHANICSBURG State �'p► ZIP 17055 Year(s)Commission Paid: (RENOUNCED) 2, AttorneyFees: MURREL R. WALTERS, III 1,800.00 3, Family Exemption:(If decedenPs address is not the same as claimanYs,attach expfanation.) Claimant Street Address �ity State ZIP Relationship of Claimant to Decedent 4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 178.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL(Also enter on Line 9,Recapitulation) $ g 675.50 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ROBERT M. BECKER 21 14 0605 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. LINDA M. BECKER Lineal 1093 W.TRINDLE ROAD MECHANICSBURG, PA 17055 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. 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.