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Home My WebLink About10-13-05 217 REV-1500 EX (6-00) w .... ~'" ",,,,,,, u...u wOO :Z:"'.... u...1D ... <( OFFICIAL USE ONLY COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ~BER FILE NUMBER 21-05-631 COUfIY CODE YEAR I- Z W o W o W o DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) Morrison, Robert L. DATE OF DEATH (MIH)D-YEAR) 1lIIS RETURN MUST BE FILED IN DUPLICATE WITH THE SOCIAL SECURITY NUMBER 171-28-3931 DATE OF BIRTH (lVN-DD-YEAR) 6/19/2005 12/15/1934 (IF APPLICABLE) SURVMNG SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) REGISTER OF WillS SOCIAL SECURITY NUMBER [8] 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received 02. Supplemental Retum 04a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) 010. Spousal PoIIerty Credit (dale of -. between 12-31-91 _ 1-1-95) 03. Remainder Reh.m (dale ofdeaUl prior to 12.13-82) 05. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 011. Election 10 tax under Sec. 9113(A) (Attach Sch 0) I- Z W o Z o Q. rn W 0:: 0:: o o Robert G. Fre FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 5 South Hanover Street Carlisle, PA 17013 717-243-5838 1. Real Estate (Schedule A) (1) NONE (2) NONE (3) NONE (4) NONE OFFICIAL tJ,SE ONLY I ..;-, ;, ) .~) .j "] -, .) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership Dr Sole-Proprietorship {.:.~ ~-,! 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) .:~ 5,895 (5) (6) NONE z o j:: c( ..J :J l- ii: c( o W 0:: 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested CJ C'" 7. Inter-VIVos Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) NONE 8. TOTAL GROSS ASSETS (total Lines 1-7) 5,895 (8) 10,715 223 (11) (12) (13) (14) -5,043 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10) 11. TOTAL DEDUCTIONS (total Lines 9 & 10) 10,938 -5,043 12. NET VALUE OF ESTATE (Line 8 minus Line 11) 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax Z rate ,or transfers under Sec.9116 (a)(1.2) X .0 (15) 0 j:: 16. Amount of Line 14 taxable at lineal rate .0 c( X (16) I- :J Q. ~ 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0 0 ~ 18. Amount of Line 14 taxable at collateral rate X .15 (18) I- 19. Tax Due ece en s omple e ress: STREET ADDRESS CITY ISTATE IZIP 217 D Morrison, Robert L. d t' C I t Add Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B.PriorPayments C. Discount (1) Total Credits (A + B + C) (2) 171-28-3931 3. InterestlPenalty if applicable D. Interest E. Penalty T otallnterestlPenalty ( D + 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. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 1. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: 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; or . . . . . . . . . . . . . 2. d. receive the promise for life of either payments, beneflis or care? If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 3. 4. Did decedent own an Individual Retirement Account. annuity or other non-probate property which containsabeneflCiarydesignation?. ... . .. . . . . .. . . . . . ... ... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPlETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes o o o o o o o i ~ ~ ~ ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS os- 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. Section 9116 (a)(l.l)(i)). For dates of death on or aller 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. Section 9116 (a)(l.l)(Ii)). The statute does not exempt a transfer to a survivin9 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 aller 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. Section 9116(a)(1.2)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12'll> [72 P.S. Section 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. AT REV-1508 EX + (1-97) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE11JRN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Morrison, Robert L. FILE NUMBER 21-05-631 I_llle proceeds of litigation and the date llle proceeds were receNed by the estate. ALL PROPERTY JOINTL Y-QlNNED WIlH lliE RIGHT OF SURVIVORSHIP MUST BE DISCLOsED ON SCHEDULE F. ITEM NUMBER 1. 2. 3. 4. DESCRIPTION VALUE AT DATE OF DEATH M&T Bank account no. 88754 Commonwealth of Pennsylvania Rent Rebate Fraternal Order of Eagles, death payment White Circle Club, death payment 4,795 400 500 200 TOTAL (Also enter on line 5, Recapitulation' $ (If more space is needed, insert additional sheets ofthe same size) 5,895 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RElURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Morrison, Robert L. 21-05-631 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman Roth Funeral Home 6,788 2. Westminister Cemetery 1,045 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees 750 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 92 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Advertising - Cumberland Law Journal 75 8. Advertising - The Sentinel 9. Final Medical bills, see attached statement 1,965 TOTAL (Also enter on line 9, RecaDitulation) $ 10,715 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) 217 cow.AONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Morrison, Robert L SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-05-631 Report debts incurred by the decedent prior to death which remained unpaid lIIS of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. 2. DESCRIPTION Housing Authority of Cumberland County - damages to apartment PPL VALUE AT DATE OF DEATH 203 20 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 223 217 REV.1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Morrison Robert L SCHEDULE J BENEFICIARIES , RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSONCS) RECEIVING PROPERTY Do Not Ust Trusteels' OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1. Rory L. Morrison 413 Glenn Avenue Boiling Springs, PA 17007 Son 50% 2. Steve Morrison 29 Church Lane Carlisle, PA 17013 Son 50% ENTER DOUAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ FILE NUMBER 21-05-631 (If more space is needed, insert additional sheets of the same size) Final Medical Bills Moffitt Heart and Vascular Carlisle Digestive Disease Associates Belvedere medical Corp CV Nephology West Shore EMS Carlisle Cardiology Associates Spring Road Family Practice Cardiology Diagnostic Associates Carlisle Regional Medical Center Andora Radiology Assoc. 550 87 136 91 72 23 21 2 912 71 Total final medical expenses 1965 I ~ M&fBarl:k ACCOUNT NO. ACCOUNT TYPE STATEMENT PERIOD PAGE 887544 CLASSIC CHECKING JUN.I0-JUL.08,2005 1 OF 1 00 1 04319M M 021 1050 ROBERT L MORRISON 301 HOY RD CARLISLE PA 17013 HIGH STREET-CARLISLE BEGINNING DEPOSITS I OTHER CURRENT .. ENDING BALANCE OTHER ADDITIONS CHECKS PAID SUBTRACTIONS INTERESTPD BALANCE NO. I AMOUNT NO. I AMOUNT NO. T AMOUNT 4,793.03 11 29.55 11 27.47 oT 0.00 0.00 4, 795 .11 ACCOUNT SUMMARY POSTING DEPOSIT$,INTERE$T CHECKS I OTHER DAILY DATE TRANSACTION DESCRIPTION I OTHER ADDITIONS SUBTRACTIONS BALANCE 06-10-05 BEGINNING BALANCE $4,793.03 06-16-05 DEPOSIT 29.55 06-16-05 CHECK NUMBER 1400 27.47 4, 795 .11 ENDING BALANCE $4,795.11 ACCOUNT ACTIVITY CHECKS PAID SUMMARY 1400 06-16-05 27.47 MIT CHOICEQUITY, THE FLEXIBILITY TO CHOOSE FIXED RATE LOANS OR A LINE OF CREDIT ANYTIME. APPLY AT ANY MIT BANK BRANCH OR CALL THE MIT TELEPHONE BANKING CENTER AT 1-800-724-3222. EQUAL HOUSING LENDER. L008A (1/03)