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Home My WebLink About07-15-15 1�'� `� � 1505614134 EX(03-14)(FI) REV-1500 County Code Year File Number Bureau of individual Taxes �NHERITANCE TAX RETURN Po Box 2sosoi 2 1 1 5 0 6 0 3 Harrisburq PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 3 0 1 2 0 1 2 0 2 2 0 1 9 4 8 DecedenYs Last Name Suffix DecedenYs Firs1 Name MI WI L S O N - L I N V I L L E K A R E N J (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI L A R R Y L I N V I L L E G THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL�N APPROPRIATE OVALS BELOW � 1.Original Return � 2.Supplemental Return � 3. Remainder Return(date of death Priorto 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-t-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 T0: Name Daytime Telephone Number MURREL R . WALTERS , I I I 71 7 697 4700 First Line of Address WALTERS & GALLOWAY , PLLC Second Line of Address 5 4 E . MA I N S T . City or Post Office State ZIP Code M E C H A N I C S BU R G P A 1 7 0 5 5 ;� CorrespondenYs e-mail address: YT1U1'�@I@WaitefSqallOWa_y.00111 G'� � � � REGI i�OF WILLS ONE� O � '27 f""' tJ� � REGISTER OF WILLS USE ONLY rn � � "'� � DATE FILED MMDDYYYY � -}`-�� f'.'^i �,jl r�j �� x.�" `"? , ' :::> � ,„roi y rLLJ -r �_..� -y� .. , i:..: �..{ � � r� -•� ;:;: _._. C� I� 'flAT�� ILED STA�MP �-r— rn CT1 � � � PLEASE USE ORIGINAL FORM ONLY Side 1 I I'llll III�I IIIII IIIII IIII�IIIII IIIII(IIII IIIII II'll�III II�I � 1505614134 1505614134 � '. �I�i�i 1�LI .11 ■111 1 � 1505614234 REV-1500 EX(F!) Decedenfs Social Security Number o�nrsr�: KAREN J. WILSON-LINVILLE �_ 2 1 9 9 8 4 4 5 7 RECAPITULATION 1. Real Estate(Schedule A) ........................................... 1. � 8 5 fi 0 0 . 0 0 2. Stocks and Bonds(Schedule B) ..............•••••-.._............... 2• ' 3. Closefy Held Corporadon,Partnership or Sole-Proprietorship(Schedufe C) ..... 3. ' 4. MoRgages a�d Notes Receivabte(Schedule D) .......................... 4. ' 5. Cash,Bank Deposits and Miscetla�eous Personal PropeRy(Schedule E)....... 5. ' 6. Jointiy OMmed Property(Schedule F) ❑ Separate Billing Requested .._.... 6. 2 9 9 1 2 , 3 3 7. Inter-V'rvos Transfers&Misc�ellaneous N�n-Probate Property (Schedute G) U Separate Billing Requested ..._._. 7. • 8. Total Gross Assets(total Lines 1 through 7) ..••••••................... 8. Z ') 5 5 1 2 . 3 3 9. Funeral Expenses and Administrative Costs(Schedule H) .................. 9- 6572 . 50 10. Debts of Deoedent,AAortgage Liabil'fies,and Liens{Sd�edule I) ............. 10. ' ��. Total Deductions(total Lines 9 and 10} ............................... 11. 6 5 7 2 . 5 0 12. Net Value of Estate(Line 8 minus Line 11) ...-••••.................... 12_ 2 0 8 9 3 9 . 8 3 13. Charitabk and Govemmental BequestsJSec 9113 Trusts for which an electioa to tax has nof been made(Schedule J) ...................... �3� • 14. Net Value Subject to Tax(line 12 minus Line 13) ...................... 74. Z O 8 9 3 9 . 8 3 TAX CALCULATION-SEE INSTRUCTIONS FOR APPI.ICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a�(�.2�xoo,_ 2 0 8 9 3 9 . 8 3 �s. 0 . 0 0 16. Amount of Line 14 taxable at Iineai rate X•o_ 0 . 0 0 �6. 0 . 0 � 17. Amount of Li�e 14 bxable � . Q Q 17. � . � � at sibling rate X.12 18. Amount of Line 14 taxable 0 . 0 0 at collateral rate X.15 0 • � 0 �g- 19. TAICDUE .•-.......---•••............... 19. 0 . � � ...••--.......•-•...... 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENY ❑ _ _ - _-._ Under penalUes of pe�uy,i dedare t have examined this reWm,including accomparrying schedules arxi statemer�t:,,and to the best of my knc�wledge and belie[, it is true,coRect and complete.Oedaratlon of preparer other ihan tl�e person responsibie for Bfing the retum is b�sed on aA intormation of which preparer has ar►Y knowled9e• q,r w�.9�RS RESPO FOR NG RETURN /!T 7��/"��5�. OHN M. I VILL 3 MORNINGSTAR DR. ELLWOOD GI��Y PA 16117 SIGNATURE P E N PERSON RESPONSIBLE FOR FlL1NG THE RETURN ^ �� l •� � � ADDRESS MURR L R. ALTERS III 54 E. MAtN ST. MECHAN(CSE�IJRG PA 17055 1 I'IIII II��I'I�II�'I'I'��'�I�II��'I'I'II'��II'1�"II�'�I Side 2 L 1505614234 1505614234 J REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: 2� 15 0603 DECEDENT'S NAME KAREN J.WILSON-LINVILLE __ _.__ _---- STREET ADDRESS 441 MT. ROCK RD. __.—._..___ — -- CITY STATE ZIP NEWVILLE PA 17241 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 ovai 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" 1N 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 ............................... X c. retain a reversionary interest ..................................................................................................... X 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? ......... ❑ X❑ 4. Did decedent own an individual retirement account,annuity or other non-probate propeRy,which contains a beneficiary designation?.................................................................................................. ❑ 0 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 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. 1IIII .I� •1n � REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OFREVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: KAREN J. WILSON-LINVILLE 21 15 0603 Ali reai property owned solely or as a tenant in common must be reported 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 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 c:ommon. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 441 MT. ROCK RD. 185,600.00 NEWVILLE, PA 17241 ASSESSED VALUE OF$185,600 x 2012 COMMON LEVEL RATIO (1.00%) PIN: 46-09-0521-003A TOTAL(Also enter on Line 1,Recapitulation.) $ 185 600.00 If more space is needed,use additional sheets of paper of the same size. REV-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE ,101NTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: KAREN J.WILSON-LINVILLE 21 15 0603 If an asset was made joindy owned within one year of the decedenYs date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT q. LARRY G. LINVILLE 441 MT. ROCK RD. HUSBAND NEWVILLE, PA 17241 B. C. JOINTLY•OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 06/30/06 M&T BANK 59,824.66 50. 29,912.33 CERTIFICATE OF DEPOSIT ACCT NO. x5678 TOTAL(Also enter on Line 6,Recapitulation) $ 2g g12.33 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 ESTATE OF FILE NUMBER KAREN J.WILSON-LINVILLE 21 15 0603 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. EWING BROTHERS FUNERAL HOME, INC. 2,400.00 CAR�ISLE, PENNSYLVANIA B, ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representa6ve(s) JOHN M. LINVILLE (Waived) 0.00 StreetAddress 623 MORNINGSTAR DR. City ELLWOOD CITY State PA ZIP 16117 Year(s)Commission Paid: NONE 2 Attorney Fees: WALTERS &GALLOWAY, PLLC 3,000.00 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant NONE Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 355.50 5. Accountant Fees: g. Tax Retum Preparer Fees: 7. EXECUTOR'S TRAVEL EXPENSES INCLUDING: LODGING FOR PROBATE AND 817.00 ADDITIONAL TRIPS FOR SECURING REAL ESTATE TOTAL(Also enter on Line 9,Recapitulation) $ 6 572.50 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: KAREN J.WILSON-LINVILLE 21 15 0603 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)(t.2).] 1. LARRY G. LINVILLE Spousal 100.00 441 MT. ROCK RD. NEWVILLE, PA 17241 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGFi 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.