HomeMy WebLinkAbout09-15-05
REV.'SOO EX (6-ilOI
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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FILE NUMBER
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE
YEAR
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
I11cHUcry L~t)NA-R.J) C.
DATE OF DEATH (MM-DD-YEAR)
(pItt /2003
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
IJ1cNUL r't C!2ES!;=NCE F
SOCIAL SECURITY NUMBER
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DATE OF BIRTH (MM-DD-YEAR)
6/1//7/tD
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1Z11. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12.82)
o 7. Decedent Maintained a Living Trust (AttachcopyofTrust)
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (dale f death pnor to 12.13-82)
o 5. Federal Estate Tax Ret m Required
o 8. Total Number of Safe D posit Boxes
o 11. Election to tax under S c. 9113(A) (Attach Sch 0)
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FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
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I11'::;C#AN/e.S'St.l~~/ /lA 17o~.s
NAME
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717-7~4:, - {)209
TELEPHONE NUMBER
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(1)
(2)
(3)
(4)
(5)
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-0
-0
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(6)
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(7)
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(8)
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(9)
(10)
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(11)
(12)
(13)
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13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax 0 xotl-
rate, or transfers under Sec. 9116 (a)(1.2) (15)
16. Amount of Line 14 taxable at lineal rate 0 o l.JiL (16)
x
17. Amount of Line 14 taxable at sibling rate C) x .12 (17)
18. Amount of Line 14 taxable at collateral rate 0 x .15 (18)
19. Tax Due (19)
CHECK HERE IF 'I()U ARE REQUESTING.. REFUND 'JF \N JVERPAYMENT
20.0
Decedent's Complete Address:
STREET ADDRESS .
9;;( S' EA1/LY ZJRlvE
CITY 1J1~c.H/lN/CS'..cJ t(/(,G I STATE PA I ZIP /70SS-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
C)
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Total Credits ( A + 8 + C ) (2)
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3. InteresUPenalty if applicable
D. Interest
E. Penalty
o
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TotallnteresUPenalty ( 0 + E ) (3)
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 a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
D
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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
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; ............................................ 0
c. retain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of either payments, benefits or care? ..."................................................................. 0
2. If death occurred after December 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? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, 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 representative is based on ali information of which preparer has any knowledge.
DATE
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. S9116 (a) (1.1) (i)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)].
The statute does not exemDt 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 twenty-one 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% [72 P.S. S9116(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%, except as noted in 72 P.8. S9116(1.2) [72 P.S. S9116(a)( 1 n.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. S9116(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.
II
REV-l503 ex + (1.97)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF IIA u
/Yf C IV tI L -ry/
FILE NUMBER
ZI- oS! - 3J> /
L~.N4-){ he.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM V} LUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. S..? vir t:t I"{S of &IH/Jf~n $~o~ pI Prude.n t/~/ F'nlUlGl'a-!
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:f" (!. . &si{.; IF 7~P.f 320/0;;'"
r.}q [03 ~33. D't ,. := A-v-e. J~3;l.!s")< S;;l = 'J ..,
1>. t>. d. I-t 1-c> 3:Z . "'0 I -/ oK.20
(x(! lah,a: 17#/lnce Yai<</I/;~/1 J'hee,t tll'/z:r&ILL d)
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TOTAL (Also enter on line 2, Recapitulation) $ /, -10? Zo
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(If more space IS needed, Insert additional sheets of the same size)
II
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Page 1 of 2
REV-1511 EX+ (12-99) .
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
II
ESTATE OF IJ1cA/ttLiY; LG"~#Hj) e.
FILE NUMBER
02-/ -1/5 - 3tfl
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
1.
DESCRIPTION
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
2.
3.
4.
5.
6.
7.
8.
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
Attorney Fees - t/zules e. ~"d&
7lT
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Family Exemption: (If decedent's address is not the same as claimant's,' attach explanation)
Claimant e. rest:Jfce E. lJ1e AlJ( 1"7
Street Address 9.:2 5 13' /J1 / j ~r.
City /J1el!lltln;CSbtlr~
C'
Relationship of Claimant to Decedent IV" dPtV
State ,LJ1'f Zip /7/)SS-
Probate Fees t4Ul prj/llill /SSIAt: pi short (!u.f/~cq.,J.~'
Accountant's Fees
Tax Return Preparer's Fees
11d.;/YIlttrS6A1ent ~ e;'~rk'" E. CI,'eY...- _//1 f' tl /
If/ !l <-1m ~ 0)/1 It:. .;) 1'Dr eel' ,. _ Ma; _
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AMbuNT
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TOTAL (Also enter on line 9, Recapitulation) $ IJ 7 tJ 5', .:( 0
(If more space is needed, insert additional sheets of the same size)
REV.1513 EX + (1*97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF 111 '/
IVI eN UL -r .
"
Le/f//fI'l./J C_
SCHEDULE J
BENEFICIARIES
II
FILE NUMBER
;l..i- lJS - 3cf/
RELATIONSHIP TO DECEDENT AMOlUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) QF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) I
I
1. Crlscnc-e. E. /J1c/Ya//y . i
A?o t
7~5 .EIH/!y LJr. / /J/edt4J1/ esbu"!J PA /loSS tu/~"w
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1 00 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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, insert additional sheets of the same size)
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LAST WIT J, AND TESTAMENT OF LEONARD C. McNULTY
I, LEONARD C. McNULTY, of Upper Allen Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament, hereby revoking and making void any and all prior
Wills by me at any time heretofore made.
1.
I direct the payment of all my just debts and funeral expenses as soon after my decease as
the same can conveniently be done.
2.
All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and
wheresoever situate, I give, devise and bequeath to my beloved wife, CRESENCE E.
McNULTY, to her own use and benefit absolutely.
3.
In the event my said wife, CRESENCE E. McNULTY, should predecease me or die at
about the same time I do, such as in an accident or disaster common to both of us, I hereby direct
all the rest, residue and remainder of my Estate to be divided among my six (6) children, to wit:
MICHAEL McNULTY, SHAUN McNULTY, ANN HOFFMAN, KATHLEEN WEINSTEIN,
PATRICIA MALECKI. and ERIN ORNDORF, in equal shares, per stirpes.
4.
I nominate, constitute and appoint my wife, CRESENCE E. McNULTY, to be the
Executrix of this my Last Will and Testament. In the event that my wife, CRESENCE E.
McNULTY, should predecease me or for any reason be unwilling or unable to act as such
Executrix, I nominate, constitute and appoint my daughter, ANN HOFFMAN, to be Executrix in
her place and stead. In the event that my daughter, ANN HOFFMAN, should predecease me or
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for any reason be unwilling or unable to act as such Executrix, I nominate, constitute and appoint i
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my son, SHAUN McNULTY, to be Executor in her place and stead. I further direct that they shan
not be required to file bond or other security in the Office of the Register of Wills for the purpose I
of administering my Estate.
rJ+IN WITNESS WHEREOF, I have hereunto set my hand and seal this d914..
_ _ , A.D. 1999.
(/ L-A ~ .~~ ~~~
LEONARD C. McNULTY n ~ -
day of
(SE
)
I
Signed, sealed, published and declared by the above-named LEONARD C. McNULTY ~
and for his Last Will and Testament, in the presence of us, who at his request and in his presenc ,
and in the presence of each other, have hereunto subscribed our n es as witnesses. .
~ I
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CHARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLOUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
September 8, 2005
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Leonard C. McNulty
No. 21-05-0381
Dear Register of Wills:
TELEPHONE (717) 766-0209
FAX (117) 795-7473
.
Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Leonard
McNulty Estate as well as Check No. 7857 in the amount of $15.00 for the filing fee.
Thank you for your kind attention to this matter.
Very truly yours,
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Charles E. Shields, III
Attorney - At-Law
CES/mjj
Enclosures
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