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Home My WebLink About12-12-14 (2) --� REV-'� r'J�0�`�0z-"' 1505610143 PA De artment of Revenue � OFFICIAL USE ONLY P pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENTOFREVENUE Po Box.28oso� INHERITANCE TAX RETURN 21 14 0 0 9 5 0 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Sociai Security Number Date of Death Date of Birth 200 36 6926 09 13 2014 07 O1 1948 DecedenYs Last Name Suffix DecedenYs First Name MI PATSY JOSEPH ,T (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 Retum ❑ 2. Supplementai Return � 3.Remainder Return(Date of Death Priorto 12-13-82) � 4. Limited Estate � 4a.Future interest Compromise � 5. Federal Estate Tax Return Required (date of death after 12-12-82) � g Decedent Died Testate � 7 Decedent Maintained a Living Trust � 8. Total Number of Safe De Sit BOXBS (Attach Copy of Wilq (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 SECTfON MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES M ROBINSON 717 245 9688 rv l�GISTER OF�.LS�E�NLY —� t�t First Line of Address � � � Ci p �-*'t 129 SOUTH PITT STREET rn � � � � � xs D. r w �-, rrT i""' Rl (� � p Second Line of Address '� � � .�4 w , . �'a p r�•� � � .�'' --q.� 'Tl 'y'1 City or Post Office S�� `��' � �ATE�ED � � ZIP Code "' � CARLISI�E PA 17013 �� Correspondent'se-mailaddress: jrobinson@turolaw.com Under penalties of peryury,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 and complete.DeGaration of prepar r other than the personal representative is based on all information of which preparer has any knowledge. SI ATURE F PERSON RE PONSIBLE FO ILIN ET N DATE � � John T. Kranchick,Jr. �Z � � � ADD SS , 5 9 Crossroads School Road, Ca sle, PA 17015 SIGN URE OF PREPARER THE HAN R SENTATIVE DATE . ,-�.��` , L �....—. James M Robinson �Z�i � � A D SS T o Robinson 129 South Pitt Street, Cariisle, PA 17013 Side 1 � 1505610143 1505610143 J � � � 1505610243 REV-1500 EX DecedenYs Social Security Number oe�de��SName: PATSY, JOSEPH J. . . RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 4 2 , 4 7 1 . 0 0 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 De osits&Miscellaneous Personal Pro e 1 4 0 2 8 . 1 9 p p rty(Schedule E)................ 5. � 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. g. Total Gross Assets(total Lines 1 through 7).......................................................... g. 5 6 , 4 9 9 . 19 9. Funeral Expenses and Administrative Costs(Schedule H)..................................... 9. 1 0 , 0 1 0 . 9 5 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................. 10. 5 , 1 5 7 . 9 8 11. Total Deductions(total Lines 9 and 10).................................................................. ��. 1 5 , 1 6 8 . 9 3 12• Net Value of Estate(Line 8 minus Line 11)............................................................. �2. 4 1 , 3 3 0 . 2 6 13. Charitabfe 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. 4 1 , 3 3 0 . 2 6 TAX COMPUTATION-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.00 15� 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .�2 41 , 3 3 0 . 2 6 �� 4 , 9 5 9 . 6 3 18. Amount of Line 14 taxable at collateral rate X .15 �$� 19. TAX DUE................................................................................................................... 19. 4 , 9 5 9 . 6 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 � 1505610243 1505610243 � REV-1500 EX Page 3 File Number 21 - 14 - 00950 Decedent's Complete Address: Patsy, Joseph J. --- _._ __- ---- _.__- --__- ----__ _--____ —____— STREET ADDRESS 1206 Harrisburg Pike — ----- --- — —_--- Cin ------ ------ ---__.___._ STATE j ZIP Carlisie PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (�) 4,9 5 9.6 3 2. Credits/Payments A• Prior Payments B. Discount 247.98 Total Credits(A +g� (2) 247.98 3. Interest (3) 0.00 4. 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) 4,711 .6 5 Make Check Payable to: REGISTER OF WILLS, AGENT. , . . - _ s . ',rt.��_ ...a ., _ .�., c...,:� .�.,_ c..,..�"�,e.t "�_r . .�s,._..�g�' ,.�,�_�...,��,.��v..,�� :�;,��.,;�.�'„�`� ..,� �< �a�..�..f ,� ��,9... �'�?'.�,�,�� . , . 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:.................................... � �xJl c. retain a reversionary interest;or.................................................................................................................. � �� 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?....................................................................................................................... �_ _� 'XJ - 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 mdividual retirement account,annuity,or other non-probate property which __ X_ contains a beneficiary designation?............... U � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .. ,.. �. ... . . F. ., ., u. �. � . , _,-o„ , �.. ..� :�... r , r „�.�(�ti .� , ..u�. ,.. :_ . 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 January 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 refurn are still applicable even if the suMiving 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 beneflciaries 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,w ether by bloo�or adoption. �♦�� pennsylvania l � DEPARTMENTOFREVENUE � SCHEDULE A �NHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT - - - -- -._. _-- ._- -..__ .___. -. --- ��FILE NUMBER ESTATE OF Patsy, �OSE;ph �. �',21 - 14 -00950 p p rty owned solel or as a tenant in common must be re o�ted at fair market value All real ro e y p . Fair market value is defined as the price at which property would be exchanged between a willing buyer and a wilfing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorsh�p must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold. Include a copy of the deed showing decedenYs interest if owned as tenant in common. – --- — — ---– --__----- ------______. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH — --_ ___._.___ _.____._.__ _____...___ 1 1206 Harrisburg Pike, Middlesex Township, Cumberland County-a One-Third interest as 42,471.00 tenant in common with Glorio J. Patsy, Jr. and Francis A. Patsy. Value calculated as assessed value times common level ratio ($128,700 x .99)/3 -._ . .- - TOTAL(Also enter on Line 1, Recapitulation) 42,471.00 � pennsylvania SCHEDULE E ', � DEPARTMENTOFREVENUE CASH BANK DEPOSITS AND MISC. �I INHERITANCE TAX RETURN I � RESIDENTDECEDENT � PERSONAL PROPERTY I -- . ------- -�------ _ - - - _. � - --- - ---- -- FILE NUMBER ESTATE OF Patsy, �OSeph �. I 21 - 14-00950 Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule F. _----- ------ ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH --— -- _- _ __ -- --. _____ 1 Orrstown Bank-Acct. No. 108-003808 14,028.19 TOTAL(Also enter on Line 5, Recapitulation) 14,028.19 REV-7511 EX+(�0-09) �. pennsylvania �H I � DEPARTMENT OF REVENUE ��S'� INHERITANCE TAX RETURN I w�Nw�c.*.pA�� RESIDENT DECEDENT I MLArA1�F7 1 fW , _..._ .__.. . . . _. ... _----- - ----- --- . . . FILE NUMBER ESTATE OF Patsy, Joseph J. ' 21 - 14 -00950 --- -- -_ _ ____----- — __ _—---- __--- DecedenYs debts must be reported on Schedule I. ITEM NUMBER , FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Hoffman-Roth Funeral Home&Crematory, Inc. I 4,141.31 2 ' VFW Post 477- Hall Rental & Food at Post-Ceremony Reception II 640.00 3 Hoffman-Roth Funeral Home-Additional Charges for Graveside Service, including �� 620.00 Clergy ', B. I ADMINISTRATIVE COSTS: ' 1. Personal Representative's Commissions , Name of Personal Representative(s) ', ' Street Address ' City State Zip ' Year(s)Commission Paid I 2. Attomey's Fees Turo Robinson Attorneys at Law II 2,824.96 3. , Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) �! ' Claimant ' Street Address City State Zip ' Relationship of Claimant to Decedent � 4. Probate Fees Register of Wills 210.50 The Sentinel 222.40 Cumberland Law Journal 75.00 5. ' AccountanYs Fees ' 6. Tax Retum Preparer's Fees 7. Other Administrative Costs ', � I Cumberland County Recorder of Deeds- Filing Fee to convey interest in 1206 I 80.00 ' Harrisburg Pike, Middlesex Township, Cumberland County ', See attached 1,196.78 TOTAL(Also enter on line 9, Recapitulation) 10,010.95 ScF�edule H I � Fur�eral E�er�es� ' COMMONWEALTH OF PENNSYLVANIA w�n�M�� ' INHERITANCE TAX RETURN i�x,a�■ �a��uuv� RESIDENT DECEDENT -----___ -----... _._..---- - --- ESTATE OF Patsy, Joseph J. FILE NUMBER 21 - 14 -00950 - _____ _ ___ _..___ ----- ------ ____ 2 ' Frank Roberto, Tax Collector-School taxes on 1206 Harrisburg Pike 1,196.78 , I I H Page 2 of Schedu e z-�`, pennsylvania SCHEDULE I �� DEPARTMENTOFREVENUE DEBTS OF DECEDENT MORTGAGE INHERITANCE TAX RETURN 1 RESIDENTDECEDENT LIABILITIES & LIENS . ------ ---- ;FILE NUMBER ----- ESTATE OF Patsy, Joseph J. I 2� - �4-00950 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. --- -- — --____--- _-- ITEM DESCRIPTION AMOUNT NUMBER -- - ---------__-------- ---___--- 1 Carlisle Regional Medical Center 1,848.00 2 Manor Care Health Services 2,421.00 3 Cumberland Goodwill Fire Rescue EMS, Inc. 81.23 4 Century Link 158.66 5 Dish Network 98.19 6 Mid-State Mobile Health Partners, Inc. 59.73 7 Middlesex Township Municipal Authority 182.37 8 Cigna Healthspring 40.00 9 Carlisle Digestive Disease Assoc. 50.00 10 PPL Electric Utilities 77.34 11 Heartland Care Partners PA 15.06 12 Darryl Guisiwite, D.O. 126.40 _- --- - -- ___ --- ----- -- ___ . - TOTAL(Also enter on Line 10,Recapitulation) 5,157.98 REV-1513 EX+(Ot-10) �. pennsylvania SCHEDULE J � DEPARTMENT OF REVENUE � INHERITANCETAXRETURN . BENEFICIARIES RESIDENT DECEDENT �� — --- -- -------- `__..__._ ._.... _._.___.--- — I _ _ ...__---------. . . .. ---_-.__ —�_____. . ._ .____. ..---- ESTATE OF patsy, Joseph J. FILE NUMBER 21 - 14-00950 - ----- ___ --_ ,- --- � RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT ii (Words) ; ($$$) RECEIVWG PROPERTY I Do Not List Trustee(s) ' I� ',TAXABLE DISTRIBUTIONS[include outright spousal I , ', distributions,and transfers � ' I� under Sec.9116(a)(1.2)] I 1 I Francis A. Patsy ', Brother One-Half Property ; 21,235.50 ' 715 Avondale Drive ' '� Interest ', Sterling, VA 20164 II ' 2 �, Glorio J. Patsy, Jr. �� Brother I', One-Half Properry I!, 21,235.50 7735 Llangollen Way �, I Interest �, , Cumming, GA 30041 'I ' I Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. ', IL �NON-TAXABLE DISTRIBUTIONS: li �IA.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN i �I I B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS i � � I I TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I. O.00