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Home My WebLink About10-13-05 REV-1500 EX (6-00) OFFK;lI\L USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L COUNTY CODE ~!L 0044 ___ YEAR NUMBER I- Z W C W U w C 12/12/2004 8/13/1945 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Linda C. Murray [XJ 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER A 162-36-7739 THIS RETURN MUST BE FILED IN OUPLlCA TE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS D 2. Supplemental Return D 3. Remainder Retum (date of death prior 10 12-13-82) D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (dall! of death between 12-31-91 and 1-1-95} D 11. Election to tax under Sec. 9113(A)(AttachSchO) W f- :.::~Ul u"::':: wO-u :1:00 u":...J 0-00 0- <( f- Z W C Z o 0- m w << '" o o Richard C. Snelbaker FIRM NAME (If Applicable) Snelbaker & Brenneman, P.C. TELEPHONE NUMBER 44 West Main Street Mechanicsburg, PA 17055 717-697-8528 1. Real Estate (Schedule A) 2 Stocks and Bonds (Schedule B) (2) 0.00 0.00 OFFK::1Al USE ONLY 1.~J (1) 0.00 0.00 13,600.00 0.00 L':' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6 Jointly OVlll1ed Property (Schedule F) (6) 0 D Separate Billing Requested i= :5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) ::J (Schedule G or L) l- ii: 8. Total Gross Assets (total Lines 1-7) c( U W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) ll:: 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) -, 0.00 (8) 9,895.26 3,047.10 13,600.00 (13) 12,942.36 657.64 0.00 (11) 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) (12) 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 657.64 z rate, or transfers under Sec. 9116 (a)(1.2) x .0 0 i= 16. Amount of Line 14 taxable at lineal rate 0.00 x .0 <( f- ~ 0.00 0- 17. Amount of Line 14 taxable at sibling rate x .12 :;; 0 0.00 U 18. Amount of Line 14 taxable at collateral rate x .15 >< <( Tax Due f- 19. (14) 657.64 L(15) 45 (16) (17) 0.00 0.00 0.00 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (19) 0.00 0.00 (18) > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W4645 1.000 pj. Decedent's Complete Address: SlREET ADDRESS 503 Sharon Avenue Cumberland County C/lY I STATE I ZIP Mechanicsbura PA 17055- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C Discount (1) 0.00 0.00 0.00 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 0.00 0.00 Total Interest/Penalty (0 + E) (3) 0.00 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTEROFWlLLS,AGENT 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . D b. retain the right to designate who shall use the property transferred or its income; . D C. retain a reversionary interest; 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 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 ~ 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 perJury, I declare that I have examined this relum, including accompanying schedules and statements, and 10 the best of my knowledge and belief, It IS true. correct and complete Declaration of preparer other than t arsonal representative is based on all information of which preparer has any knowledge Yes No ~ ~ ~ ~ [Jg [](J SIGNATURE OF PERSON RE ~E OS ADDRESS ~ Mechanicsburg, PA 17055 DATE 44 West Main Street Mechanicsburg, PA 17055 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 30/0 [72 P.S. 99916 (a) (1.1) (i)]. 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. 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 retum 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 PS. 9 9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 45%, except as noted in 72 P.S. 9 9116(1.2) [72 P,S, S 9116(a)(1)] The tax rate imposed on the net value of transfers to?r for the use of the decedent's siblings is 12% (72 P.S. 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 3W4646 1.000 REV-1S08 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Ste hen A. Murra ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 05 0044 DESCRIPTION VALUE AT DATE OF DEATH 1 1996 Honda Accord Sedan, Kelly Blue Book value (appraisal attached) 1,675.00 2 2003 Subaru Legacy L Wagon, Kelly Blue Book value (appraisal attached) 11,925.00 3 Retirement benefit to be received from the Commonwealth of PA. This item is listed for informational purposes only and is not taxable 0.00 3W46AD 1000 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13,600.00 Kelley Blue Book THE TRUSTED RESOURCE 'bb,tOID 06 :;ft'FheJt/ I!, Mc1R~a Page 1 0[2 'i~ Blue Book - Trade-In Pricing Report - Honda, Accord w/o/h::.-' USED CARS BLUE BOOK< TRADE.IN VALUE Pennsylvania' August 10, 2005 1996 Honda Accord OX Sedan 40 .,/ BLUE SOOK nAS5IFIEDS~ 1.",,1 I'lL' Engine: 4-Cyl. 2.2 Liter Trans: Automatic Drive: FWD Mileage: 145,000 ,/ Search Listinqs for This<:;~r List Your Car For Sale Online Quick New Car Price Quot~ Free CARFAX ReCord Checls Auto Loans from 4,99% APR Insurance Quote PavmenU:;alculator For one low price your ad will appear on both kbb,com and cars,com, Plus over 175 other popular websites, ,~lC,,:'('(ti(;e!-rl<~;-lt Equipment Air Conditioning Power Steering Tilt Wheel AM/FM Stereo Dual Front Air Bags Consumer Rated Condition: Good v "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title histQry , the paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Trade-In Value List Your Car For Sale Online $1,675 Trade-in Value is what consumers can expect to receive from a dealer for a trade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. NEXT STEP: Get New Car Pricing ,.. ~ http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb.PA;051538;P A041& 17055;sed+t&39;Honda; 1996%20Accor... 8/10/2005 K.eH~!ue Book - Trade-In Pricing Report - Subaru, Leg2cy '[c~J~ ~ ; . G.t S-;-rf'h el> ,4 ifJl /11tl:. Page! of2 Kelley Blue Book THE TRUSTED RESOURCE l1>luom Quick Dealer Price Quote Search Used Car Listings List Your Car for Sal '~"'j]":"i'n~'il~~'..!T4~~r.l::ilIl~r.nJ~!'iu'rJ':[". "~~"-"US[['CAi?S BLUE BOOK' TRADE-IN VALUE Pennsylvania. August 10, 2005 2003 Subaru Legacy L Wagon 40 ~ SE!arc:;/tiistirJg,s fOL Tbi~C~r l..~l YQur Car FQL~aI.5LOolirJ~ Quick~""''<:;E.r Pric~_Quote Free CARFAX Recorg....G..~c:;k Auto Loans from. 4. 99%APB InsuraQS:~ QuglE! PaYQlent'<:;~IClJ.Ia.lQl Engine: 4-Cyl. 2.5 Liter Trans: Automatic Drive: AWD Mileage: 37,000 .' Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Dual Front Air Bags ASS (4-Wheel) Sliding Sun Roof- Roof Rack Consumer Rated Condition: Excellent "Excellent" condition means that the vehicle looks new, is in excellent mechanical condition and needs no reconditioning. This vehicle has never had any paint or body work and is free of rust. The vehicle has a clean title /Jl;;tO['i and will pass a smog and safety inspection. The engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. The vehicle also has complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Trade-In Value ht:;tYouLCarEQ[~<3.leQnlin,E: $11,925 Trade-in Value is what consumers can expect to receive from a dealer for a trade-in vehicle assuming an accurate appraisal of condition. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. NEXT STEP: Get New Car Pricing BlUE 30GI( (LASSlfIEeS'" For one low price your ad will appear on both kbb.com and cars.com, Plus over 175 other popular websltes. Get an auto loan on your terms with a Blank Check f>1f~'.-\" ,H ,:;.Pf>~s ;(')11'\ ~'!*1~~. .~....... ,. ~ t;91!i~ 1~"';.:.'iCf~.~~ _~1~[1:t..:firi.'~ Apply Now J . -' f:'a.pIIaIQne- .~. i '" "\" " ", 1."-) ;:ttp://w\"w.kbb.com/kb/ki.dIl/kw.kc. ur7kbb.PA;863496;PA04! & 17055 ;sed +t&39;Subaru;2003%20Lega... 8/l 0/2005 REV-1511 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stephen A. Murrav ITEM NUMBER A. B. 2. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: 1. Diocese of Harrisburg 2 Malpezzi Funeral Home 1. ADMINISTRATIVE COSTS: 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: Attorney Fees Snelbaker & Brenneman, P.C. 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) 4. Claimant Street Address City State PA Zip Relationship of Claimant to Decedent Probate Fees 5. Accountant's Fees 7. 6. Tax Return Preparer's Fees 1 3W46AG 1,000 Cumberland Valley Motors inspection and necessary repairs on Subaru wagon Total from continuation schedules TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) FILE NUMBER 21 05 0044 $ AMOUNT 750.00 6,416.56 1,125.00 53.00 411.71 1,138.99 9.895.26 . Estate of: Stephen A. Murray 162-36-7739 Schedule H Part 7 (Page 2) 2 Faulkner Honda inspections and necessary repairs Honda Accord 3 Reserve for filing fees and other miscellaneous costs associated with the administration of Decedents estate 938.99 200.00 1,138.99 Total (Carry forward to main schedule) . REV-1512 EX + (12-03) SCHEDULEJ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. FILE NUMBER 21 05 0044 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Chase Automotive Finance payoff Subaru auto loan # 10327918532701 3,047.10 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3J047.10 3W46AH 2000 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF St<;!phen A. Murrcl.V SCHEDULE J BENEFICIARIES 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DiSTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Sarah A. Finkey 265 Quaker Meeting Road Wellsville, PA 17365 FILE NUMBER 21 05 0044 RELA llONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER I Daughter 0.00 2 Linda C. Murray 503 Sharon Avenue Mechanicsburg, PA 17055 100% Residue: 657.64 Surviving Spouse 657.64 3 Theresa E. Zimmerman 100 James Place Pittsburgh, PA 15228 Daughter 0.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46AI 1.000 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, Insert add/tronal sheets of the same size) $ 0.00