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HomeMy WebLinkAbout07-15-15 (2) pennsylvania 1505614105 MPnPr TOF RNENVE EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year _ File Number INHERITANCE TAX RETURN PO BOX 280601 1 a Harrisburg, PA 17128-0601 RESIDENT DECEDENT ZI ` Y02, ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY _..........................._._. . ....................................................-.................................__..................._) _.....-..._............................_.................._..........___.......-_.._._..._.. f I 103222015 i ! 10051928 ........._I ...._.._....._..........._........................................................................._.............I L.................___...__._...._........_W.... Decedent's Last Name Suffix Decedent's First Name MI Tuckey i Laverne B j (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI I .............................................................................._..................................._.._._........_................ Lj........__ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW m 1.Original Return p 2.Supplemental Return p 3. Remainder Return(date of death prior to 12-13-82) C=:) 4.Agriculture Exemption(date of O 5. Future Interest Compromise(date of O 6. Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) cW 7. Decedent Died Testate p 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) O 10. Litigation Proceeds Received O 11.Non-Probate Transferee Return p 12. Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) O 13. Business Assets C=) 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 ''Ronald E Johnson, Esq 1(717) 243-0123 f First Line of Address 78 West Pomfret Street L_ _ Second Line of Address ......................._........._............_.............................._........................_.............................._............_.........................._.............._............................_........................._...... ................ ...._..................................: c ca rrI rn City or Post Office State ZIP Code to c__,- � ............................................................................................................... Carlisle i PA j 17013 —I (y) Correspondent's email address: rejohnson@pa.net REGISTER;OF WILLS USEIO�LY 6 'r5 N r n REGISTER OF WILLS USE ONLY - E I ' 1) ©YYYY ;> S U) d DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 1505614105 1505614105 1505614205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Laverne B. Tuckey RECAPITULATION 1. Real Estate(Schedule A). ............. .. ...... ............. ... ..... .. 1. ` 0.00 2. Stocks and Bonds(Schedule B) ... ....... ........ ........ ............. 2. � 0.00 E E 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. I 0.00 4. Mortgages and Notes Receivable(Schedule D) .... .. ...... ............. .. 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . ..... 5. 7,060.84 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested....... . 7. 0.00 8. Total Gross Assets(total Lines 1 through 7). . ........... ................ 8. I 7,060.84 9. Funeral Expenses and Administrative Costs(Schedule H)...... ............. 9. 1,485.50 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............ ... 10. 3,852.57 11. Total Deductions(total Lines 9 and 10). . ....... ......... .. .... .. ..... .. 11. 5,338.07 12. Net Value of Estate(Line 8 minus Line 11) . ............. ... ...... ....... 12. 1,722.77 13. Charitable and Governmental Bequests/Sec.9113 Trusts for which an election to tax has not been made(Schedule J) .. .... ... .......... ..... 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) .... .... ............... . 14. 1,722.77 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_ 15. 16. Amount of Line 14 taxable at lineal rate X.0_ 1,722.77 1 16. 77.52 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 � 18. 19. TAX DUE .. ......... .. .. . .. ... ........... .... .. . .. ..... .... ....... 19.` 77.52 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O 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. 9IGNAT in OF PERSONESPOt�SIBLE R FILING RETURN DATE �t 5 ADD 6 '� 7, SI N R OT T ERSON RESPONSIBLE FOR FILING THE RETURN DATE 7 1111111111111111111 Jill Side 2 1 05614205 1505614205 REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Laverne B. Tuckey STREET ADDRESS 801 North Hanover Street CITY STATE 717013 Carlisle PA Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 77.52 2. Credits/Payments A.Prior Payments 0.00 B.Discount 0.00 (See instructions.) Total Credits(A+B) (2) 0.00 3. Interest (3) 0.00 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) 77.52 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 .......................................................................................... ❑ 0 b, retain the right to designate who shall use the property transferred or its income ............................................ ❑ N c. retain a reversionary interest.............................................................................................................................. ❑ N 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?.............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ N 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsa 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 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. WILL OF LAVERNE B. TUCKEY I, Laverne B. Tuckey of Cumberland County, Gardners, Pennsylvania, declare this to be my last Will and hereby revoke all prior Wills and Codicils. 1. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. 1 direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3.. 1 direct that my entire estate go to my wife, Dorothy E. Tuckey. Should Dorothy E. Tuckey predecease me, then direct that my estate be distributed as follows: A. I direct that my entire estate be divided into equal shares between my sons, Bradley D. Tuckey, Jeffrey A. Tuckey and Wade J. Tuckey. B. Should any of my sons predecease me, then their share shall lapse and go to the deceased child's heirs. 4. 1 appoint Wade J. Tuckey, as Executor of this my last Will. If Wade J. Tuckey should predecease me'or cease to act in such capacity; I appoint Bradley D.,Tuckey as alternate. 5. The Executor of this Will shall have the power to distribute my estate in kind or in cash, or partly in either. 6. 1 direct that no Executor acting under this Will shall be required to enter bond in any jurisdiction. IN WITNESS WHER&e Ove hereunto set my hand this day of , 2006. LAW OFFICES OF STEPHEN J. HOGG 19 S.F ANOVER STREET , B. Tuckey SUITE 101 CARLISLE,PA 17013 I The preceding instrument consisting of this and one other page was on the day and date hereof signed, published and declared by Laverne B. Tuckey as and for his last Will in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. W T SS WITNESS LAW OFFICES OF STEPHEN J. HOGG 19 S. I3ANOVER STREET SUITE 101 CARLISLE,PA 17013 ACKNOWLEDGMENT State of Pennsylvania ss County of Cumberland I, Laverne B. Tuckey, the Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Laverne B. Tuckey Sworn to or affirmed aid pcknowledg� bef me by Laverne B. Tuckey the Testator, this�- day of , 2006. Notary Public/Aft' , y AFFIDAVIT State of Pennsylvania ss County of Cumberland We, r S'. d and W)1-t- witnesses wh names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his last Will; that the Testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Will as a witness; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or ffir and subscrib d to before me by witnesses, this -.7� day of , 2006. LAW OFFICES OF STEPHEN J. HOGG 1 e Notary Public/Attorn caausc,e eo��r+�raa,• 19 S. I-IANOVER STREETrcaucka SUITE 101 CARLISLE,PA 17013 REV-1508 EX+(02-15) � Pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Laverne B. Tuckey 21-15-0402 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. Checking account no:5004924553-PNC(see letter attached) 6,114- 121 # 2 EChurch of God Home,Inc.-refund and patient account 946.72 I I ' ! j - . I I t w TOTAL(Also enteron Line 5, Recapitulation) $ _ 7,060.84 If more space is needed,use additional sheets of paper of the same size. AP r.'23. 2015 1 : 1 OPM No. 0064 P. 1 April 23,2015 Andrews &Johnson Attorneys at Law 78 W Pomfret St Carlisle, PA 17013 RE: Laverne B Tuckey SSN: DOD: 03-22-2015 Dear Sir/Madam: In response to your request for Date of Death(DOD)balances for the customer noted above, our records show the following: ChecIdag Account Account#5004924553 Established: 09-25-2006 LA'VERNE B TUCKEY DOD balance: $ 6,114.12+0.00 accrued interest Please note that this office provides date of death balances;for deposit accounts(IRAs,CDs, Checking and Savings). We do not process any financial transactions or provide statements. If you need assistance with any of these items,please call 1-888-PNC-BANK(1-888-762-2265)or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank,N.A. Member FDIC This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly prohibited. Ifyou have received this communication in error,please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. Page 1 of 1 REV-1511 EX+(02-15) i pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Laverne B. Tuckey 21-15-0402 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: s � El El ('''� ` F ....r.F..:,.-�7�-.mac __- w-_._.-r-n.-r.w�.e�.�-.•..�-.-�-rr. _._.. - -__ ] B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 1,000 00 3; 2. Attorney Fees: ----------- .3. .3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City. State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 135.50 5. Accountant Fees: ! 6. Tax Return Preparer Fees: 7• rReserve for closing and accouting � M � � 350.00 TOTAL(Also enter on Line 9, Recapitulation) $' 1,485.50 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(02-15) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Laverne B. Tuckey 21-15-0402 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 1 SPA Dept of Human Services (see attached statement of claim) i 2,861.74 jj- 2. Church of God Home,Inc.-bill I 782.59 3. V.Michael Daniels,LLC-medical bill 110.71 4.1 1Brockie Pharmatech ` 11 23] 5.� , =Cumberland Goodwill Fire Rescue EMS,Inc.-bill � j; 86.30 i k. I""""».. ter..-:�Warr� ^�^:,..,....» .....^ .:w»r...m-- �.......•,.....r..v � w__-:- •- r-::::a:... -- - __ -' f I � {� ..� _...�. ,�-�._-z:_.--.....:-_..-�-..-.��........,..:.............._�mow•. �:,.� _.__--� -. :_.-_ •! _ ---- - � e IIF I � f TOTAL(Also enter on Line 10, Recapitulation) $ 3,852 57 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(02-15) a pennsylvania SCHEDULE DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Laveme B. Tuckey 21-15-0402 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. jWade J.Tuckey,736 Baltimore Pike,Gardners,PA 17324 son 1 1/3 _ 2.s ;Jeffrey A.Tuckey,577 Hill Top Road York Springs,PA 17372! fsonI 1/3 3.' ;Bradley D.Tuckey, 161 Hidden Valley Road Loysville,PA 17047µ Ison 1/3 I _ L .. -- E-J. -_` ------ .......... ..-----............. ..........._...a.......... .........� k � yy ; —....... — I E t ' I. I 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. Lj._...., -_....-;,m•:._..-- -r..c-6::. .µY—ate-::_-ax�'�....:- ._,.,_.__._:: _ '�-<:r., .:,,-:arca�.:..,,._,_,.,�...... .,.....� .,w_.,..s-�, ' _. --'- - -_- v B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 ......_:......__......................_._......................__..........-_.__..._ __.._.__..._.....:.,.__....____. _,___....._.___...._._.._.__.. q k - 7 { S ---"""`"S _._..._..._-.._�„ ....,......,...._...... .»..................._._.._..,,......,.-.,...,.....-. :.... ,....»_tee.....,............ - _ -_ ..-.- - _ ti 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,