The URL can be used to link to this page

Home My WebLink About07-07-15 J 1505614134 EX(03-14)(FI) REV-1 500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 5 0 1 0 4 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 2 1 8 2 0 1 4 0 5 2 3 1 9 4 6 Decedent's Last Name Suffix Decedent's First Name MI MI L L S RI C HARD G (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI MI L L S E I L E E N B THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ❑X 1.Original Return ❑ 2.Supplemental Return ❑ 3. Remainder Return(date of death Prior to 12-13-82) ❑ 4.Agriculture Exemption ❑ 5.Future Interest Compromise(date of ❑ 6. Federal Estate Tax Return Required (date of death on or after 7-1-2012) death after 12-12-82) Q 7. Decedent Died Testate ❑ 8.Decedent Maintained a Living Trust 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 ❑X 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 D A V I D R GALLOWAY 717 697 4700 First Line of Address WALTERS & GALLOWAY , P L L C Second Line of Address 5 4 E MA I N S T o City or Post Office State ZIP Code C t11 M rn MECHA NI CS BU RG PA 1 7 0 5 5 per' 1= C/)G , c C-3 __j rri Correspondent's e-mail address: DAVID@WALTERSGALLOWAY.COM � -,7 o REGI irR bF WILMSE GHL`-n REGISTER OF WILLS USE ONLY n DATE FILED MMDDYYYY _ J Yr1, �I �1 C) DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 I IIIIII VIII VIII VIII VIII VIII VIII VIII IIID VIII IIII IIII 1505614134 1505614134 1505614234 REV-1500 EX(FI) Decedent's Social Security Number Decedent'SName: RICHARD G. MILLS 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. 4 8 9 . 0 8 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested . . . . . . . 7. 0 . 0 0 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 4 8 9 • 0 8 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 2 6 0 1 2 . 2 5 10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule 1) . . . . . . . . . . . . . 10. 1 8 8 3 5 . 2 2 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 11. 4 4 8 4 7 . 4 7 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . .. . . . . . . . . .. . . . 12. - 4 4 3 5 8 . 3 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. - 4 4 3 5 8 . 3 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 _ 1 0 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate x.0 0 . 0 0 16, 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . . . . . . . . . .. . . . . . . . . .. . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 19. 0 . 0 0 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 statements,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 return is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN All ADDRESS EILEEN B. MILLS 4137 NANTUCKET DR. MECHANICSBURG PA 17050 S RE REPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN D&E ADDRESS DAVID VIGALLOWAY 54 E. MAIN ST MECHANICSBURG PA 17055 1111111111111111111111111 IN IN Side 2 1505614234 1505614234 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 15 0104 DECEDENTS NAME RICHARD G. MILLS STREET ADDRESS 4172 KITTATINNY DR CITY STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount (See instructions.) 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. 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) 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 ............................... ❑ El c. retain a reversionary interest ..................................................................................................... ❑ ❑X d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ 0 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ Q 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 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 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. Continuation of REV-1500 Inheritance Tax Return Resident Decedent RICHARD G. MILLS 21 15 0104 Decedent's Name Page 1 File Number Correspondents Name Daytime Telephone Number H E A T H E R K M 1 L L S First line of address 1 2 0 0 F I R S T S T R E E T Second line of address A P T 1 0 2 7 City or Post Office State ZIP Code A L E X A N D R I A V A 2 2 3 1 4 Correspondent's e-mail address: ` 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 re resentative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE�f/� REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: RICHARD G. MILLS 21 15 0104 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. PSECU 5.00 SAVINGS ACCT(S1) 2. PSECU 49.72 CHECKING ACCT(S4) 3. USAA FEDERAL SAVINGS BANK 413.19 CHECKING ACCT x51805 4. WORLD'S FOREMOST BANK 21.17 CABELA'S-CREDIT TOTAL(Also enter on Line 5,Recapitulation) $ 489.08 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 INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER RICHARD G. MILLS 21 15 0104 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS-BUHRIG FUNERAL HOME AND CREMATORY 19,321.89 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) EILEEN B. MILLS (waived) 0.00 Street Address 4137 NANTUCKET DR. City MECHANICSBURG State PA ZIP 17050 Year(s)Commission Paid: 2. Attorney Fees: WALTERS &GALLOWAY, PLLC 2,500.00 3, Family Exemption:(If decedents address is not the same as claimants,attach explanation.) 3,500.00 Claimant EILEEN B. MILLS Street Address 4137 NANTUCKET DR. City MECHANICSBURG State PA zip 17050 Relationship of Claimant to Decedent WIFE 4. Probate Fees: REGISTER OF WILLS, CUMBERLAND COUNTY 125.50 5 Accountant Fees: MARK L.WETZEL, CPA 250.00 2014 INCOME TAX 6. Tax Return Preparer Fees: 7. REGISTER OF WILLS, CUMBERLAND COUNTY 20.00 8. CUMBERLAND LAW JOURNAL-ESTATE NOTICE PUBLICATION 75.00 9. THE PATRIOT NEWS-ESTATE NOTICE PUBLICATION 219.86 TOTAL(Also enter on Line 9,Recapitulation) $ 26 012.25 If more space is needed,use additional sheets of paper of the same size. REV-1512 sw DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER RICHARD G. MILLS 21 15 0104 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: RICHARD G. MILLS 21 15 0104 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. EILEEN B. MILLS Spousal 100.00 4137 NANTUCKET DR. 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.