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Home My WebLink About06-04-15 (2) Pennsylvania 1505618403 Tey DEPARTMENT OF REVEN ZX(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT 21 15 0177 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 01 08 2014 04 29 1935 Decedent's Last Name Suffix Decedent's First Name MI CAVE THOMAS J (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return 1:12. Supplemental Return 1:13. Remainder Return(date of death prior to 12-13-82) ❑ 4. Agricultural Exemption(date of ❑ 5. Future Interest Compromise(date of 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) El7. Decedent Died Testate 8. Decedent Maintained a Living Trust 0 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) ❑ 10. Litigation Proceeds Received ❑ 11. Non-Probate Transferee Return 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) 13. Business Assets 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number STEPHEN M GREECHER JR 717 234 4121 First Line of Address 2 LEMOYNE DRIVE Second Line of Address SUITE 2❑0 City or Post Office State ZIP Code LEMOYNE PA 17043 Correspondent's email address: sgreecher tuckerlaw com REGISTER OF WILLS USE ONLY �v REGISTER OF WILLS USE ONLY CJ t�i-f i�r1 DATE FILED MMDDYYYY I'Tl C, G7 C C; rT1 F— w t r > DAtE-FILED STAMP , ? c`7 Uz Side 1 IIIIIIIII�IIIIIIIIII' IIIIIIVIIIIIIIIIIIIIIIII 1505618403 1505618403 1 1505618411 REV-1500 EX Decedent's Social Security Number Decedent's Name: Cave, Thomas J. RECAPITULATION 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 and Notes Receivable(Schedule D).................................................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E).......... 5. 0 . 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1 through 7)........................................................ 8. 0 . 00 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 0 . 00 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. 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 (a)(1.2)X.00 15. 0 . 00 16. Amount of Line 14 taxable at lineal rate X .045 0 . 00 16. 0 . 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19, TAX DUE................................................................................................................ 19. 0 . 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare I have examined this return,including accompanying schedules and stapmeRts,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible for filing the r n is bas d on all information of which preparer has any knowledge. SIG T ftQF PER,5O0N/ERESPQINSIBLE FOR FILING RETURN Joann Cave .-SATE _ ADD SS 1"A3 Village Path, Hermitage, PA 16148 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE t e ,,X Greecher Jr. DATE ADDRESS 2 Lemoyne Drive, Lemoyne, PA 17043 11111111111111111111111111111111111111111111111111111111 ISide 1505618411 1505618411 REV-1500 EX Page 3 File Number 21-15-0177 Decedent's Complete Address: DECEDENT'S NAME Cave,Thomas J. STREET ADDRESS 500 Geneva Drive, Apt. F2 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 0.00 Total Credits(A +B) (2) 0.00 3. Interest (3) 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) 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;............................................................................... ❑ ❑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?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ I x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a 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. 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 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 step-parent 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. Rev-1508 EX+(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Cave, Thomas J. 21-15-0177 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 NUMBER DESCRIPTION OF DEATH 1 This Estate was opened solely for litigation purposes-there are no assets in the Estate at 0.00 this time TOTAL(Also enter on Line 5, Recapitulation) 0.00 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.08-12) REV-1513 EX+(0110) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Cave, Thomas J. 21-15-0177 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List Trustee(s) 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Joanne Cave Spouse First$30,000 1753 Village Path 1/2 of the residue Hermitage, PA 16148 2 Paula Creliak Daughter 20%of the 8 Sunset Drive residue Mechanicsburg, PA 17055 3 Deceased, Susan Daisley Daughter 25%of the c/oDan Daisley 141 Lancaster Blvd residue Mechanicsburg, PA 17055 Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. 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 LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) TucKERIARENSBERG Stephen M.Greecher,Jr. A t t o r n e y s sreecher@tuckerlaw.com June 3, 2015 VIA FIRST CLASS MAIL Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Thomas J. Cave No. 21-15-00177 Dear Sir or Madam: Enclosed are an original and one (1) copy of the Inventory and an original and two (2) copies of the Pennsylvania Inheritance Tax Return in the above matter. Please time-stamp the copies and return them to my office in the self-addressed stamped envelope provided. Should you have any questions or concerns regarding this matter, please do not hesitate to contact me. Very truly yo TUCK , P.C. eecher, Jr. SMGjr/mbl tom',, c� cn, Enclosure c (77) 74' :7 ?a r- t.ry rn HBGDB:150930-1 029478-163111 Vin. Tucker Arensberg,P.C. 2 Lemoyne Drive Suite 200 Lemoyne,PA 17043 p.717.234.4121 f.717.232.6802 www.tuckerlaw.com 1500 One PPG Place Pittsburgh,PA 15222 p.412.566.1212 f.412.594.5619 neo05th FIRST-CLASS MAIL P OFFS°i 0 � .�� , :_ '31 os/03/01 , $01 .86- ON NIS u N 4 PM 1 91ZIP 17043 MAW 041L11248100 GUN." F: TUCKER'ARENSBERG Attorneys 2 Lemoyne Drive Suite 200 Lemoyne,PA 17043 029478-163111 Office of the Register of Wills Cumberland County Courthouse I One Courthouse Square Carlisle, PA 17013-3387 w E ;I