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HomeMy WebLinkAbout07-08-15 � 15�5611185 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN �]� ]�3 0 9 5 3 PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY D3te Of Birth MMDDYYYY 1, �8042013 05211939 DecedenYs Last Name Suffix DecedenYs First Name M� MCCREARY ROBERT ERVIN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE - - REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW � 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 Retum Required death after 12-12-82) � 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 ❑ ��� Spousal Poverty Credit(Date of Death I—� 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 D�RECTED TO: Name Daytime Telephone Number KEITH 0 • BRENNEMAN 717-697-8528 r+.� REGISTER OF WILLl5�l1SE ONLY � � � � � �. CO � n C3 'f7 First Line of Address � � � � Q � � 44 WEST f1AIN STREET x� �, v' � o Second Line of Address `� �y r�; � O CJ `T7 'T'1 C'7 :J -� � "►7 ,� � State ZIP Code DATE FILED�' ("� � City or Post Office -� � � O MECHANICSBURG PA 17055 ' � "'� CorrespondenYs 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 ot prepa er other than the personal representative is based on alt information of which preparer has any knowledge. SIGNATURE OF P SO RESPON F�2 LING RET N � DATE � -� � � ��,� ��,� . � -a.� -�� �.... ADDRESS BRETT P • f1CCREARY, EXEC TOR KELLY M - LOSH, EXECUTOR SIGNATU E OF PREPARER OTHER THAN REPRESENTATIVE DATE il �/� ,s ADDRESS KEITH 0 • BRENNEMAN, ESQUIRE 44 WEST MATN STREET, f1ECHANICSBURG, PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505617,185 1505611185 � � OM4647 3.000 � � 1505611285 REV-1500 EX(FI) DecedenYs Social Security Number oecede�c'sName MCCREARY ROBERT__.�RVTN RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . • 1. 2],�,2 8 0 - 0 0 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . 2. ],9,5 3 5 • 5 3 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , . 3, 0 • 0� 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4. � • �� 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 5,5�� • �� 6. Jointly Owned Property(Schedule F) � Separate Billing Requested , , , , g. 8,0 2 4 - 4� 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) � Separate Billing Requested . . . . 7. � • �� 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . g. 2 S O,3 3 9 • 9 3 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . . . . . . g. 2 4,],�� • 4 5 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) , , , , , , , , , �p, 4 ,8 4 3 • �4 11. Total Deductions(total Lines 9 and 10), , , , , , , , , , , , , , , , , , , , , 11. 2 8,9 4 3 • 4 9 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , �2. 2 2 I,,3 9 6 • 4 4 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. 2 21,3 9 6 • 4 4 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers un�er Sec.9116 (a)(1.2)X.0- � • �� 15. 0 • �� 16. Amount of Line 14 t xable at�inea�ratex.o4� 221,396 • 44 �s. 9,962 • 84 17. Amount of Line 14 taxable at sibling rate X.12 � - 0 0 17. � • �� 18. Amount of Line 14 taxable at collateral rate X.15 0 - �� 18. 0 • �� 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 9,9 6 2 • 8 4 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505611285 1505611285 � OM4646 3.000 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 21 13 0953 DECEDENT'S NAME MCCREARY ROBERT ERVIN _____ STREET ADDRESS CUMBERLAND ---- CITY STATE Z�P CAMP HILL PA 17011-5920 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 9,9 6 2 • 8 4 2. Credits/Payments A. Prior Payments � - �� B. Discount � • �� Total Credits(A+g� (2) � • �� 3. Interest �s> 324 • 33 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) � • �� 5. If Line 1 + Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1�,2 8 7 •17 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 . . . . . . . . . ❑ � c. retain a reversionary interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ � d. receive the promise for life of either payments,benefits or care? . . . . • • • • • • • � • • • • • • 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death ❑ ❑ without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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,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 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 decedenYs 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 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. OM4671 2.000 REV-1502EX+„2_,z, SCHEDULE A pennsylvania DEPARTMENTOFREVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDEM DECEDENT ESTATE OF: Fi�E NUM�R: Robert Ervin McCrear� _ 21 13 0953 All real property owned solely or as a tenant in common must be repoRed at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or setl,both having reasonable knowledge of the relevant facts. Real propeRy that is jointlyowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the serilement 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 DESCRIPTION OF DEATH �. Property known and numbered as 169,265.00 2014 Highland Circle, Lower Allen Township, Cumberland County, Camp Hill, PA 17011. Value determined using the Common Level Ration as follows: Assessed value $174,500.00 x .97 CLR Factor = $169,265.00 2 Vacant lot (Parcel #42-11-0272-078) 48,015.00 located on East Lisburn Road, Cumberland County, PA. Valued using the Common Level Ratio as follows: Assessed value $49,500.00 x .97 CLR Factor = $48,015.00 TOTAL (Also enter on Line 1,Recapitulation.) $ 217,280.00 zwasss z.000 If more space is needed,use additional sheets of paper of the same size. R E V-1503 EX+(&12) pennsylvania SCHEDULE B DEPARTMENTOFREVENUE STOCKS 8� BONDS INHERffANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert Ervin McCrearv ____ 21 13 0953 All property jointly�wned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Manulife Financial Corp 12,517.49 decedent owned 703.23 shares of common stock valued at $17.80 per share 2 Foot Locker, Inc. 7,018.04 188 shares of common stock valued at $37.33 per share TOTAL (Also enter on Line 2,Recapitulation) $ 19,535.53 zwasss z o0o If more space is needed, inseR additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENTOF REVENUE CASH, BANK DEPOSITS &MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert Ervin McCrearv 21 13 0953 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. Household goods and personal property 1,500.00 2 Van 4,000.00 2000 Express GMC, sale value TOTAL(Also enter on line 5,Recapitulation) $ 5,500.00 zwasno z.000 If more space is needed,use additional sheets of paper of the same size. REV-1509IX+(01-10) pennsylvania SCHEDULE F DEPARTMENTOFREVENUE INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert Ervin McCrearv _____21 13 0953 If an asset became jointly owned within one year of the decedeM's date of death,it must be reported on Schedule G. SURVNING JOINT TB�ANT(S)KANE(S) ADDRESS REIATIONSHIPTO DECEDENi A Losh, Kelly M 26 South 24th Street, Camp Hill, PA 17011 Daugher JOINTLY OWNED PROPERTY: DESCPoPf10N OF PF20PERTY %OF DATE OF DEATH �� FOR JOINT MADE INCLUDE NAhE OF FINPNGIAL INSTITUTIONAND BANK ACCWNT NU�+EER OR SIMLAR DATE OF DEAT}i DECF_DENPS VALUE OF NUNBER TENANT �aM IOENTIFYINGNUA9ER.ATTACHDEEDFORJpNTLVHEL�REFLESTATE. VALUEOFASSET _IM�EST DECFDB�ffSINTEREST 1 A 7/10/2013 PNC Bank, N.A. 8,024.29 100.0000 8,024.29 checking account #5140130184. Joint with decedent's daughter, Kelly Losh. Interest accrued to 8/4/2013 0.11 0.11 TOTAL (Also enter on Line 6, Recapitulation) S 8,024.40 9W46AE 2.000 If more space is needed, use additional sheets of paper of the same size REV-1511 EX+„ao9> SCHEDULE H pennsylvania DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT -- FILE NUMBER ESTATE OF Robert Ervin McCrea __ 21 13 0953 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION _ AMOUNT A. FUNERAL EXPENSES: � Parthemore Funeral Home funeral services 7,158.00 Total from continuation schedules . . . . . . . . . 860.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) ---- Street Address ------- City State ZIP____.__ Year(s)Commission Paid: ---- 2. attorneyFees: Snelbaker & Brenneman, P.C. (Estimated) 2,000.00 3. Family Exemption: (If decedent's address is not the same as claimanYs,attach explanation.) Claimant -------- Street Address ------ City State ZIP_______ Relationship of Claimant to Decedent --___ 4. Probate Fees: 313.50 5. Accountant Fees: 150.00 6. Tax Return Preparer Fees: 7. 1 Cumberland Law Journal advertising Executors' Notice 75.00 2 Erie Insurance homeowners insurance 620.24 Total from continuation schedules . . . . . . . . . 12,923.71 TOTAL(Also enter on Line 9,Recapitulation) $ 24,100.45 swasnc z o0o If more space is needed, use additional sheets of paper of the same size. Estate of: Robert Ervin McCreary 21 13 0953 Schedule H Part 1 (Page 2) Item No. Description Amount 2 United Methodist Church of Camp Hill funeral luncheon 700.00 3 Gringrich Memorials inscription on grave marker 160.00 Total (Carry forward to main schedule) 860.00 Estate of: Robert Ervin McCreary 21 13 0953 Schedule H Part 7 (Page 2) 3 Lower Allen Township sewer and trash services 632.14 4 PA American Water water service 397.16 5 PP&L electric service 868.73 6 Repairs required on property located on Highland Circle to prepare it for sale as follows: a. Fix roof $3,635.00 b. Water heater $505.88 c. Home Depot & Lowes, purchase materials $2,231.72 6,372.60 7 Snelbaker & Brenneman, P.C. attorney services from 8/19/2013 TO 5/28/2015 2,500.00 8 The Sentinel advertising Executors' Notice 221.40 9 UGI gas service 931. 68 10 Reserve for filing fees, accountant fees and other miscellaneous cost associated with the administration of the decedent's estate 1,000.00 Total (Carry forward to main schedule) 12,923.71 REV-1512EX+„z-,z� SCHEDULE I pennsylvania DEPPRTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCETAXRETURN MORTGAGE LIABILITIES 8� LIENS RESIDENT DECEDENT -___ ESTATE OF FILE NUMBER Robert Ervin McCreary _____21 13 0953 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION __ OF DEATH � Department of the Treasury tax due on 2013 Income Tax return 1,000.00 2 PA Department of Revenue tax due on 2013 Income Tax return 614.00 3 Real Estate Taxes on property on Highland Circle 2,420.23 4 Real Estate Taxes real estate taxes on vacant lot on East Lisburn Road 808.81 TOTAL(Also enter on Line 10,Recapitulation) $ 4 843.04 2wasnH z.000 If more space is needed, insert additional sheets of the same size. REV-1513EX+(01-10) SCHEDULE J pennsylvania DEPPRTMENTOF REVENUE BENEFICIARIES INHERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Robert Ervin McCrea __ 21 13 0953 RELATIONSHIP'i'O DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS[InGude outright spousal distributions and transfers under Sec.9116(a)(1.2).] i, Brett P. McCreary 1401 Main Street - Lisburn Mechanicsburg, PA 17055 One Third of Residue: 73,798.81 Son 73,798.81 2 Kelly M. Losh 26 South 24th Street Camp Hill, PA 17011 One Third of Residue: 73,798.81 Daugher 73,798.81 3 Jennifer Orth 6310 Huntingdon Street Harrisburg, PA 17111 il.lillll of Residue: 24,599.60 Granddaughter 24,599.60 EPfTER DOLLAR AMOUNTS FOR DISTRIBU110NS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. �� NOf�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. $ 0.0 O If more space is needed,use additional sheets of paper of the same size. 9W46AI 2.000 Estate of: Robert Ervin McCreary 21 13 0953 Schedule J Part 1 (Page 2) Item No. Description Relation Amount 4 Shannon Strauser 165 North Mechanic Street Fredericksburg, PA 17026 11.111111 of Residue: 24,599.60 Granddaughter 24,599.60 5 Andrew Book 181 Redhill Road Newport, PA 17074 11.111111 of Residue: 24,599.60 Grandson 24,599. 60 � - �-_ _ _" LAST WILL AND"['GS"1'AMENT BE IT IZ�MEMB�RED THAT � ,, I,ROBERT ERVIN McCR�ARY,oF Lo�ver Allen Townsh'ip,County�af Cumbel-laud, and State of Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby inake,publish and declale this to be my Last W`ill and Testament,hereby revoking aild making void any and all Wills and Codieils,or writings in the ilature thereof,at any time heretofore made by me. FIRST: I direct that my debts and funeral expeuses be�paid by my Executor out of the principai of my resid�iary estate,as part of the expenses of ad�ministration thereof,as soon after my death as is practicable. SECOND: I direct that all estate,succession,legacy,inheritauce ar other transfer taxes, however,designated,that shall become payable by re�son of my death in respect of all property comprising my gross estate for death tax purposes,whether or not suc11 property passes under this Will shall be paid by iny Executor out of my residuai�y estate as part of the expenses of admiuistration thereof. � THIRD: I give and bequeath all my tangible personal property,including any motor vehicles which I may own at the time of my death,to my wi£e,PATRICIA LE�,if she survives me;but if she fails to survive me,then to my son,BRETT PAUL,,and my daughter,KELLY SUE,and the children of my deceased daughter,PAM�LA ANN,to be divided between them as they may agree,and if tl�ey are not able to agree,then as rny Lxecutor in his discretion shall determine. FOURTH: 1 give,devise and bequeath all real property used by me at my principal place of residence,which I may own at the time of my deatl�,together with the improveinents thereon a��d the appurtenauces thereto,and all my right,title and interest in and to any policies of insurance relating to sucl�property,to my wife,PATRICIA I_,EL MeCR�ARY,if she survives me. FIFTH: All the rest,residue and remainder of my estate,real and personal,wherever situated, including auy property over which I may have power of appointment or in whicl�I may have any iuterest at the time of my death,I give,devise and b�.queath as follows: A. To my wife,PATRICIA LEE McCRE3ARY,if she survives me;or B. If my wife fails to survive ine,then to my son,BRETT PAUL,my daughter KELLY SUE,and the children of PAMELA ANN,being JENNIFER MARIE BOOK,SHANNON LEE BOOK and ANDY ROBERT BOOK,with BRETT PAUL receiviug one-third,KLI,LS'SUE receiving one-third and the children of � PAUL receiving one-third,K�LLY�SU�receiving one-third and tlle cl�ildren of PAM�LA ANN receiving one-third;or C. If n�y wife and all of my cl�ildren,natw��1 and adopted,fail to survive me,then I give everytl�ing to my grandcl�ildren. SIXTH: Any residue and remainder of nry estate e�:istiug after the provisions of this Last Will are satistied,including any property which is not distributed under this Last Will by reason of the failure of the designated legatee to survive me,I give,aevise and bequeatl�to my descendents per stiipes,their heirs and assigns forever. SEVENTH: If any part of my estate shall vest in a pe�son under eigl�teen(18)years of age,the Executor or Tr�istee�nay,with absolute discretion,deliver such part,or any portion thereof, without bond,to the parent or guardian oF such person to be held for such person until l�e or sk�e reaches eighteeil(18)years of age. The receipt by such parent or guardian shall be 1 complete discharge and acquittance of the Executor or Tnzstee��nd shall be final and binding on all peisons in interest �IGH'TH: If my wife shall die simultaneously with me or under such circumstances as to render it impossible to determine who predeceased the other,I direct that I shall be deemed to have predeceased my wife and that the provisions of n�iy Will shall be coush•ued upon that assumption notwithstanding the provisions of any]aw establishing a contrary presumption. NINTH: If any legatee or devisee other than n�y wif�e shall fail to survive me by tliirty(30) days,I direct that I shall be deemed to have survived such legatee or devisee and that this Last Will and all of its provisions shall be construed upon that assumption uotwithstanding the provisions of any law establishing a contrary presumJ�tion. TENTH: There is no need for a guardian of the pecson and property of any of my children since all such children are over eighteen(18)years of age. ELEV�NTH: I nominaCe and apponit my wife,FA"I'RICIA L�E McCREARY,to be the �xecun•ix of this my Last Will and Testan�ent In tl�e;event my wife is unable or ceases Yo act for auy reason whatsoever,I nominate and appoint my t�n�o childreu,BRETT PAUL and KTLLY SUE,to be equal in being Executor and Executrix of this Will. TWELFTH: I direct that no Execiltor,Trustee,or Guardian nominated and appoiiited by tl�e provisions of this Last Will and Testament shall be required to give any bond or post any security,and that if,notwiChstanding tllis directi�n,ai�y bond or security is required by any law or order of court,no sureties be required thereon. IN WITNESS WHEREOF,I have subscribed m5�i�ame and affixed my seal this 26`�'day of December,2002. /S/ Kobert Earnest McCrearv (SEAL) -3-