HomeMy WebLinkAbout01-0328
RE.-l500 EX (6-00)
OFRCtM... USE ONlY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE. NUMBER
2 ~
01
8 8
COUNTY CODE
YEAR
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NUMBER
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DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL)
Mullins, Ivan D.
DATE OF DEATH (MM-DO.YEAA) DATE OF BIRTH (MM-OD-YEAA)
11/23/00 05/12/19
(IF APPLICABLE) SURVIVING SpOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURllY NUMBER
228-14-9376
THIS RETURN MUST 8E FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAl SECURl1'Y NUMBER
Decedent Died Testate (Mach copy 01 Will)
D 2. Supplemental Return D 3. Remainder Return (dale of dealh prior 1012-13-82)
D 4a. Future Inlerest CompromIse (dala 01 dealt>. al\9112-12-82) D 5. Federsl Estate Tax Return RequIred
D 7_ Decedent Maintained a LMng Trust (Allach copy or Trusl) ~ B. Total Number of Safe Deposll Boxes
D 10. Spousal Poverty Credit (dall 01 llntl1bllwlln 12.31-91 Ird 1-1-95) D 11. Election 10 tax under Sec. 9113(A)(AllICl1SchO)
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Dennis S. Mullins
FIRM NAME (If Applicable)
TELEPHONE NUMBER
124 Conodoguinet Mobile Estates
Newville, PA 17241
17l7) 776-7578
,. Real Estale (Schedule A)
(1)
OFFIC1Al. use: ONLY
2. Stocks and Sonds {Schedule B}
12)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) 14)
5. Cash, Bank Oeposfls & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. JO Owned Property (Schedule F) 16)
0
~ Separate Billing Requested
1. Inler-Vlvos Transfers & Miscellaneous Non-Probate Property (7)
E (Schedule G or L)
D. B. Total Gross Assets (tolal Lines 1-7)
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0
W 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
a:
10. DeblS 01 Decedent, Mortgage liabilities, & liens (S::hedule I) 110)
11. Total Deductions (Iotal LInes 9 & 10)
12. Net Value of Estate (Une 8 minus Line \ 1)
3,215
3,422
10,396
(6)
4,136
68
(11)
(12)
1'3)
(14)
17,033
4,204
12,829
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax hilS not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
12,829
15. Amounl of LIne 14 taxable at Ihe spousal tax
rate, or transfers under Sec. 9116 (8)(1.2)
, .0 _(15)
, .0 ~(l6)
x .12 (17)
x .15 (18)
(19)
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16. Amounl of Une 14 taxable alllneal rate
577
17. Amount 01 Une 14 taxable at sibling rale
18. Amount 01 Une 14 taxable at collateral rate
19. Tax Due
577
20.
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CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPA YMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
OW46451,000
Decedent's ComDlete Address:
SffiEET ADDRESS
208 N. Hanover St.
CITY I STATE I ZIP
Carlisle FA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
577
Total Credits (A + 8 + C) (2)
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3. Interest/Penalty if applicable
D. Interest
E. Penally
Total Interest/Penalty (0 + E) (3)
o
4. If Line 2 Is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 line 20 to request 8 refund
(4)
5. If Line 1 + Line 3 Is greater than Line 2. enter the difference. This Is the TAX DUE.
(5)
577
A. Enter the interest on the tax due.
(5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 577
Make Check Payable to: REGISTER OF W1LL5, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
8. 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; . D (!J
c.retainareversionaryinterest;or ........................ D ~
d. receive the promise for life of either payments. benefits or care? . . . . . . . . . D [!]
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
wlthou\ 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? D ~
4. Did decedent own an Individual Retirement Account. annuity. or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [!J
IF THE ANSWER TO ANY OF THE ABOYE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties or perjury. I declare that I have examined Ihis relum.lncluding accompanying SChedules and statements, and to the best 01 my knowledge end belief, it is Iftle, COffect
end complele.
Oeclarallon 01 preparer other than the persona! r~fesent3llV'! Is based on all inlormalicn 01 which p1eparer has any knawlooge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
124 Conodoguinet Mobile Estates Newville, FA 17241
~GNA:REOFP7;;~TIVE
ADDR S -
DATE
03/12/01
157 S. Hanover st.
Carlisle, FA 17013
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For dates of death on or after July 1, 1994 and belore January 1, 1995, the lax rate Imposed on the net value of translers to or for lhe use 01 the surviving spouse Is 3%
in P.S. 9 9916 (a) (1.1) (I)).
For dates of death on or after January 1, 1995, the talC rate imposed on the net value oltranslers to or for the use 01 the survivIng spouse Is 0"kl72 P .s. ~ 9116 (a) (1 .1) (\\)1
The statute does not 9ICempt a transfer to a surviving spouse Ifom tax, and the statutory requirements for disclosure 01 assets and filing a tax return are sllll applicable even il
the surviving spouse Is the only beneficiary.
For dates 01 death on or aller July 1, 2000'
The tax rale Imposed on the net value 01 transfers Irom a deceased child twenty-one years 01 age or younger at death 10 or lor the use of a natural parent, an adoptive parent,
Ot a stepparent of ,hg child Is 0% p2 P.S. ~9116{a){1.2)).
The tax rate Imposed on the net value of transfers to or lor the use 01 the decedent's lineal beneficiaries Is 4.5"10, elCCepl as noted In 72 P.S. ~ 9116(1.2) l72. P.$. 99116(a)(1)j.
The tax rate Imposed on the net value 01 transfers to or for the use or the decedent's siblings Is 12% (72. P.S. 9 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 adoptlon.
OW4846 1000
REV.15C8 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
tNHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
EST ATE OF
Ivan D. Mullins
FILE NUMBER
Include the proceeds of lillgation and the date the proceeds were received by the estate. All property lolntly-owned with the rIght 01 survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
1989 Ford Ranger Pickup Truck
Miscellaneous personal Property
Refund of Security Deposit
VALUE AT DATE
OF DEATH
2.
3.
1,500
1,400
315
TOTAL (Also enter on line 5, Recapitulation) $
3,215
(ll more space \s needed, Insert additIonal sheets at the same sIze)
OW46AD 1.000
REV-I509 EX + (1-97)
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
IDENT DECE NT
ESTATE OF
Ivan D. Mullins
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
If an asset was made lolnt within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
A. Dennis S. Mullins
ADDRESS
124 Conodoguinet Mobile Estates
Newville, PA 17241
RELATIONSHIP TO DECEDENT
Son
B.
c.
JOINTLY-OWNEO PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name 01 I1nanclal inslilullon and bank accoonl number or DATE OF DEATH D1~c;;,;S VALUE OF
NUMBER TENANT JOINT similar identll i~~"umber, Attach deed lo~ioinllv.held real eslale. VALUE OF ASSET INTE EST DECEDENT~INTEREST
1- A. 1985 M&T Bank Checking Account 6,843 50. 3,422
Acct# 865524
TOTAL (Also enler on line 6. Recapitulation) $ 3,422
(If more s.pace Is needed, Insert add\'\onal shaErts 01 same size)
OW46AE 1000
~E'J-'51l}EX + ('-91)
COMMONWEALTH OF PENNSYL V ANrA
INHERITANCE TAX RETURN
flESlOENf DECEDENT
ESTATE OF
Ivan D. Mullins
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTlON OF PROPERTY %OF
ITEM It<CLUDE nIE N~ OF "THE It\N'45FEREE, 1"HEIR RE1.A1"IONSH1P,.0 DECEDENT AND THEDA1"E OF DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER TRANSFER. AlTNAi A COPY Of' THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPUCABLEI
1. Allfirst Bank Checking Account #00621-4260-7 7,595 100 3,000 4,595
2. All first Bank Statement Savings Account 5,801 100 0 5,801
# 8-700-530-6615538
.
TOT AL (Also enter on line 7, Recapitulation) $ 10,396
(II more space is needed, msert 8ddl\looal sheets 01 same s\ze.)
OW46AF 1000
REV-1511 EX + (1-97)
CQMPv10NWEAL TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
EST ATE OF
Ivan D. Muulins
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be rBDorted on Schedule I.
ITEM
NUM8ER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Ewing Brothers Funeral Home. Service and Burial 3,864
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representatlve(s)
Slreet Address
Clly State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanallon)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees 42
5. Accountant's Fees 230
6. Tax Return Preparer's Fees
7.
TOT AL (Also enter on line 9. Recapitulation) $ 4,136
(If more space is needed, insert additional sheets of same size)
OW46AG 1.000
REV-1512 EX.. (1-971
COMPv1QNWEAl. TH OF PENNSYLVANIA
tNHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ivan D. Mullins
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
Include unrelmbursed medlc.1 expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1-
2.
P,P & L, Final Electric Bill
Sprint, Final Telephone Bill
48
20
TOT AL (Also enter on line 10, Recapitulation) $
68
(If more space Is needed, Insert additional sheets of the same size)
OW46AH 1.000
REV-1513 EX + (1-97)
SCHEDULE J
BENEFICIARIES
COMMONWEAL iH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ivan D. Mullins
FI~E NUMBER
NUMBER
I.
NAME AND ADDf\ESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RE~TIONSHIP TO DECEDENT
Do Not List Trustee{s)
1. Dennis S. Mullins
124 Conodoguinet Mobile Estates
Newville, FA 17241
Son
AMOUNT OR SHARE
OF ESTATE
100% Rest,
Residue &
Remainder
ENTER DO~~R AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXAB~E DISTRIBUTIONS;
A. SPOUSA~ DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOT A~ OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON ~INE 13 OF REV 1500 COVER SHEET $
OW46Al 1,000
{If more space Is needed, insert additional sheets of same size}
- ----
Last Will and Testament
I, Ivan D. Mullins presently residing at 208 N. Hanover St., Carlisle, PA, do
hereby make, publish and declare this to be my Last Will and Testament and
do hereby revoke any and all other wills and Codicils heretofore made by
me.
First. 1 am an unmarried person. 1 do hereby give all my estate to the
named person: Dennis L. Mullins.
Second. larder and direct that my just debts and funeral expenses,
expenses for administration of my estate and any inheritance and succession
taxes, state or federal, upon my estate shall be paid as soon after my death
as may be practical.
Third. I nominate and appoint Dennis L. Mullins as Executor of this Will.
Fourtlt. I hereby authorize my Executor to exercise all the powers, rights,
discretions, duties and immunities conferred upon fiduciaries to the extent
permitted by law with full power to sell, lease, mortgage, invest, reinvest, or
othenvise dispose of the assets of my estate.
I subscribe my name to this Will this ~'c}h
2000Jt 208 N. Hanover St., Carlisle, PA 17013
1<--.., _ cZ2-1)j~
~ (Sigll here)
Dayof~
Signed, sealed, published and declared to be his Last Will and
Testament by the within named Testator in the presence of tiS, who in his
presence and at his request, and in the presence of each other, have
hereunto subscribed our names as witnesses:
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(1) ~\\\c\"..I ~\Y"{'J
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(2) ~1t~1l WR. (I. Su) A ....' K
of~\'\rren<,bu,~ 0IA
(City) (SIal
of l111l',u9 StJ/C/nq5 (;1
(City) (Stale)
of tar/IS Ie P4
(City) (Slate)
(3) /~JllkL /{ S.La/,.t
Affidavit
State of PA
County of r II mb:>r unrl
)
)
City
Or
Town ('Or'iole.
Personally appeared (I) ~\w,~ 1-'1 ~\.lt" r<,
(2)L1F(i.cd<. fJ. ' S:t<.l(l.fLK and (3) fllatf/ltl t.5t.(l.l,'t:
who being duly sworned, depose and say that they attested the said Will and they
subscribed the same at the request and in the presence of the said Testator and in
the presence of each other, and the said Testator, signed said Will in their
presence and acknowledged that he had signed said Will and declared the same to
be his Last Will and Testament, and deponents further state that at the time of the
execution of said Will the said Testator appeOl"ed to be of lawful age and sound
mind and memory and there was no evidence of undue influence. The deponents
make this AfJidavit at the request of the Testator.
(1) J<! /; M~ k1)'" 4./1 J
(2) [I;btJ LcN) Ii J,'JI1~(1l }
(3) 1JI'uu.JJ.. t. iL,,&
Subscribed and sworn to before me this rio1h day of~_, 20CO
'......'.
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norARIAl S
IlIMBERtT A. BIINER. NOTARY FUBUO
CARLISlE BORa., CUMBeRlNtD co.
MY COMMISSion EXPIRES n Of ODZ
(Notary Seal)
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