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Home My WebLink About06-24-15 (2) J 1505610140 REV-1500 EX (02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po BOx 2soso� INHERITANCE TAX RETURN 2 1 1 4 0 9 2 5 Harrisbura PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMD�YVYY Date of Birth MMDDYYYY 0 8 1 1 2 0 1 4 0 8 1 8 1 9 2 8 Decedent's Last Name Su�x DecedenYs First Name MI LUKK MARLI ESE L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name N1� L U K K H A R R Y H Spouse's Social Security Number THlS RETUl�P! M!!ST E3E F!!'.��?!PJ �DUpLlCI�TE W!T!i THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Q 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. Federal Estate Tax Return Required death after 12-12-82) QX 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 DAVI D R . GAL LOWAY , ESQ . 71 7 697 4650 REGISTER OF WILLS USE ONLY �, � i=�_i :,*J First Line of Address �y ,� ` � :� � WALTERS & GALLOWAY , PLLC =' = � '- `�' _ _ _ .., ; _ . Second Line of Address - ►'�� ~-y , . . _.t� _a 5 4 E . M A I N S T . - ` ` : � ,, ��:,�� ,w City or Post Office State ZIP Code � �'�'T,_,—, -.�--� -.'.� MEC HA NI CS BU RG PA 1 7 0 5 5 + - `'' �' , --:; f'v �. r'7 ' _r �� c3 � � _,_� Correspondent's e-mail address: david waltersqallowav com Under penalties of perjury,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.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT E OF PERSON RESPONSIBLE FOR FILING RETURN D TE _�j��..�� " (..c �l(�, �I� ADDRESS ANDRES M. SUSI 11 BOULDER DRIVE SELLERSVILLE PA 18960 SI F PREPARER OTHER THAN REPRESENTATIVE DATE ' � � ADDRESS DAVID R. G LLOWAY 54 E. MAIN ST. MECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � � 1505610140 1505610140 � \1 ��. :�Fi in t ri�n n�r�! � 1505610240 REV-1500 EX(FI) Decedent's Social Security Number Decedenrs Name: MARLIESE L. LUKK 3 RECAPITULATION 1 5 8 1 0 3 , 0 0 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. � 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . .. . . . 6. � , � � 7. Inter-Vivos Transfers 8�Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . . . . 7. • 8. Total Gross Assets(total Liries 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. � 5 $ � � 3 , � � 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9 � 1 5 1 6 . � 0 10. Debts of Decedent,MoRgage Liabilities,and Liens(Schedule i) . . . . . . . . . . . . . 10. ' ��. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. � 1 5 1 6 . � � 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . �2 � 4 6 �J $ 7 . � � 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . �3 ' 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. � 4 6 'rJ $ 7 . � 0 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 � . Q � (a)(�.2)x.o _ 1 4 6 5 8 7 . 0 0 �5. 16. Amount of Line 14 taxable � . Q � at lineal rate X _ ' �� 17. Amount of Line 14 taxable � . Q Q 17. � • � � at sibling rate X.12 18. Amount of Line 14 taxable O . O O �g 0 . � Q at collateral rate X.15 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � • � 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT' ❑ Side 2 � 1505610240 1505610240 � File Number REV-7500 EX(FI) Page 3 2� 14 0925 Decedent's Complete Address: DECEDENT'S NAME MARLIESE L. LUKK --- ---- -- STREET ADDRESS 57 GREENSPRING DRIVE --- --- CITY STATE Z�P MECHANICSBURG � PA 17050 Tax Payments and Credits: t. Tax Due(Page 2,Line 19) (1) 0.00 2. CreditslPayments A.Prior Payments B.Discount 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� 0.00 Fill in oval 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. retaintherighttodesignatewhoshallusethepropertytransferredoritsincome ...•.-••.��•••�••••••••-•••-••• X c. retain a reversionary interest ............ ......................................................... .............................. � a d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑ 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ..... ................................................................................. � O 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,wtiich . ....... ...................... ❑ a 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 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 fnr 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§s��s(a)(t)�. • 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 tlefined, under Section 9102,as an individual who has at least one parent in common with the decetlent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARLIESE L. LUKK 21 14 0925 All real property owned solely or as a tenant in common must be repo�ted at fair market value.Fair market value is defined as the price at which property would be exchanged between a wiliing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedenYs interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 57 GREENSPRING DR. 158,103.00 MECHANICSBURG, PA 17050 ASSESSED VALUE x COMMON RATIO FACTOR(.99) TOTAL(Also enter on Line 1,Recapitulation.) S 158 103.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT FILE NUMBER ESTATE OF MARLIESE L. LUKK 21 14 0925 DecedenYs debts must be repoRed on Schedule[. ITEM AMOUNT NUMBER DESCRIPTION q, FUNERAL EXPENSES: 2,996.00 �. MYERS-BUHRIG FUNERAL HOME &CREMATORY g, ADMINISTRATIVE COSTS: �, Personal Representative Commissions: 5,085.00 Name(s)of Personal Representative(s) ANDRES M. SUSI StreetAddress 11 BOULDER DRIVE City SELLERSVILLE State PA ZIP 18960 Year(s)Commission Paid: 2015 2. Attorney Fees: WALTERS&GALLOWAY, PLLC 3,000.00 3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address �i� State _.Z�P Relationship of Ciaimant to Decedent 4. ProbateFees: CUMBERLAND COUNTY REGISTER OF WILLS 350.50 5 Accountant Fees: g. Tax Retum PreparerFees: 7, CUMBERLAND COUNTY-RECORDER OF DEEDS 84.50 TOTAL(Also enter on Line 9,Recapitulation) $ 11 516.00 If more space is needed,use additional sheets of paper of the same size. ,.�, .� ,,,,, R,.� k REV-1513 EX+(01-10) pennsylvania SCHEDULE J OEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FiLE NUMBER: MARLIESE L. LUKK 21 14 0925 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.9t 16(a)(1.2).] 1. HARRY H. LUKK Spousal 100.00 57 GREENSPRING DRIVE MECHANICSBURG, PA 17050 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.