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Home My WebLink About01-17-06 W I- ll::!!;en ull::ll: w ILU :J:OO .. 11::.../ ....lLm IL < REV-1500 EX + (6-00) . REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -0 5 100 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 .... Z W C W (J W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) COuNTYCci5E ----y'EAR- - - NUMsER- - SOCIAL SECURITY NUMBER 2 03- 1 0 - 9 4 3 1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (date 01 death prior to 12-13-82) o 5. Federal Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o i= c( ..J :J .... ii: c( (J W D:: z o i= ~ :J 0- :E o (J S MORROW J. ROBERT DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) PA 17055 161,940.00 OFFICIAL USE ONLY 10/30/2005 08/28/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 00 1. Original Retum o 4. Limited Estate 00 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date 01 death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy oITrus!) o 10. Spousal Poverty Credit (date 01 death between 12-31-91 and 1-1-95) ,') '--.-.) l.';;' ( ", 442,786.20 20,609.23 8,635.00 C:J I- Z W C Z o IL en w II:: II:: o U NAME MURREL R. WALTERS III, ESQUIRE FIRM NAME (II Applicable) COMPLETE MAILING ADDRESS 54 EAST MAIN STREET 633,970.43 8,899.23 2,348.30 11,247.53 622,722.90 622,722.90 28,022.53 28,022.53 TELEPHONE NUMBER 717-697-4650 MECHANICSBURG 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (8) (11) (12) (13) 14. Net Value Subjeetto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X _(15) 622,722.90 X ~(16) X .12 (17) X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due Decedent's Complete Address: STREET ADDRESS 105 S. STONER AVENUE CITY 1 STATE r ZIP SHIREMANSTOWN PA 17011 Tax Payments and Credits: 1. T ax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 28,022.53 1.401.12 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) 1,401.12 Total Interest/Penalty ( 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) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 26,621.41 26,621.41 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 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 00 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 retum, 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 all information of which preparer has any knowledge, SIG ATURE OF PERSON RESPOI'-jSIBLE FOR FILING RETURN DATE ,{ , ~ / ADDRESS PA 17011 DATE ('{v-Oe, wl;~,i~.fii~~~11,~~f,M%f:{ji:::::v-!~;;;:::1 ;;"l }::::i{ :' c;::""c'Tt::::/U ',is;::' 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 3% [72 P.S. ~9116(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. ~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 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. ~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%, except as noted in 72 P.S. ~9116(1.2) [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% [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. REV-1502 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MORROW J. ROBERT 21 05 1000 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real prooertv which is jointlv-owned with riaht of survivorshio must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. 2. DESCRIPTION 105 S. STONER AVENUE. REAL ESTATE IMPROVED WITH HOUSE SHIREMANSTOWN, PA 17011 COUNTY ASSESSED VALUE 107 S. STONER AVENUE - REAL ESTATE - VACANT LOT SHIREMANSTOWN, PA 17011 COUNTY ASSESSED VALUE VALUE AT DATE OF DEATH 143,230.00 18,710.00 I I TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 161,940.00 REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MORROW J. ROBERT FILE NUMBER 21 05 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. 1000 ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 348,190.39 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. WACHOVIA SECURITIES COMMAND ASSET PROGRAM WACHOVIA SECURITIES COMMAND ASSET PROGRAM 84,099.06 1992 FORD PICKUP TRUCK KELLY BLUE BOOK VALUE 1,440.00 PATRIOT NEWS REFUND 33.05 MUTUAL BENEFIT INSURANCE AUTO INSURANCE REFUND 160.00 HOUSEHOLD CONTENTS PER APPRAISAL BY HOBBIE AUCTIONS 8,026.00 CAPITAL BLUE CROSS HEALTH INSURANCE PREMIUM REFUND 441.19 HGS ADMINISTRATORS SUPPLEMENTAL HEALTH INSURANCE 98.39 MUTUAL BENEFIT INSURANCE AUTO INSURANCE REFUND 202.00 VERIZON WIRELESS REFUND 6.37 CARDMEMBER SERVICES REFUND 89.75 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 442,786.20 REV-1509 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF MORROW J. ROBERT FILE NUMBER 21 05 1000 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. SUSAN M. HOCKLEY 309 W. GREEN STREET SHIREMANSTOWN, PA 17011 DAUGHTER B WILLIAM MORROW 1150 SIDDONSBURG ROAD MECHANICSBURG, PA 17055 SON c JOINTL Y.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A,S 6/4/03 INTEGRITY BANK 5,569.36 33.3 1,854.60 CHECKING ACCOUNT 2. A,B 6/4/03 INTEGRITY BANK 56,320.21 33.3 18,754.63 SAVINGS ACCOUNT TOTAL (Also enter on line 6, Recapitulation) $ 20,609.23 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY ESTATE OF MORROW J. ROBERT FILE NUMBER 21 05 1000 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPliCABLE) VALUE 1. 2002 BUICK LESABRE 8,635.00 100. 8,635.00 TRANSFERRED 10/11/05 TO SUSAN M. HOCKLEY TOTAL (Also enter on line 7 Recapitulation) $ 8,635.00 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. (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MORROW J. ROBERT FILE NUMBER 21 05 1000 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS-HARNER FUNERAL HOME 3,203.00 2. ROTHERMEL'S FLORIST - FUNERAL FLOWERS 53.00 3. FAMILY FUNERAL LUNCHEON - NAVAL OFFICERS CLUB 277 .92 4. GRACE UNITED METHODIST CHURCH - MEMORIAL SERVICE & LUNCHEON 440.31 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) SUSAN M. HOCKLEY (RENOUNCED) Social Security Number(s)/EIN Number of Personal Representative(s) 195-38-9696 Street Address 309 W. GREEN STREET City SHIREMANSTOWN State PA Zip 17011 Year(s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 4,350.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS - CUMBERLAND COUNTY 575.00 5. Accountant's Fees 6. Tax Return Prepare~s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 8.899.23 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MORROW J. ROBERT FILE NUMBER 21 05 1000 Include unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH CARDMEMBER SERVICES. INTEGRITY 269.60 2. VERIZON TELEPHONE 3. PA AMERICAN WATER WATER 4. LAWN DR OF CAMP HILL LAWN CARE 5. PP&L ELECTRIC 6. UGI GAS 7. DISCOVER CREDIT CARD 8. .J.C. EHRLICH CO. TERMITE WARRANTY 9. WSI MIDATLANTIC TRASH 10. HOBBIE AUCTIONS APPRAISAL 11. LOWER ALLEN TOWNSHIP SEWER 12. HOSPICE OF CENTRAL PENNSYLVANIA DEPOSIT TOWARD RESIDENTIAL CARE 129.21 69.68 82.84 81.96 453.30 175.44 121.62 31.65 400.00 33.00 500.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,348.30 "~-""~:I" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER MORROW .I. ROBERT 21 05 1nnn RELA TlONSHIP 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. SUSAN M. HOCKLEY DAUGHTER WASH STAND, CHAIR 309 W. GREEN STREET PLUS 36% RESIDUE SHIREMANSTOWN, PA 17011 2. .JAMES R. MORROW, .JR. SON TABLE PLUS 27% 917 SHEFFIELD AVENUE RESIDUE MECHANICSBURG, PA 17055 3. ROBERT D. MORROW SON TABLE PLUS 27% 1150 SIDDONSBURG ROAD RESIDUE MECHANICSBURG, PA 17055 4. LISA MORROW GRANDDAUGHTER 2% OF RESIDUE 1150 SIDDONSBURG ROAD MECHANICSBURG, PA 17055 5. ANDREW MORROW GRANDSON 2% OF RESIDUE 1150 SIDDONSBURG ROAD MECHANICSBURG, PA 17055 6. BRIAN MORROW GRANDSON 2% OF RESIDUE 421 KENT DRIVE MECHANICSBURG, PA 17055 7. KIMBERLY SEYBERT GRANDDAUGHTER 2% OF RESIDUE 917 SHEFFIELD AVENUE MECHANICSBURG, PA 17055 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- 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) Continuation of REV-1500 Inheritance Tax Return Resident Decedent MORROW J. ROBERT Decedent's Name Page 1 21 05 1000 File Number Schedule J - Beneficiaries - 1 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) 8. KAREN BOYER GRANDDAUGHTER 2% OF RESIDUE 18 PERSIAN LILAC DRIVE ETTERS, PA 17319