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Home My WebLink About01-17-06 REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT .... z w c w o w c W I- ~ :$(1) (.) o::~ wll.(.) J: 00 (.) 0::..... ~lD < DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) TURRI JEFFREY DATE OF DEATH (MM-DD-Year) A. DATE OF BIRTH (MM-DD-Year) [Xl 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy 01 Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale 01 death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy olTrus!) o 10. Spousal Poverty Credit (dale 01 death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER e- 1 ..L -1- -~ ~ ...!... ..!.. _ _ COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 2 0 4 - 5 0 - 7 1 3 6 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale 01 death prior to 12-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o i= :5 :::J .... ii: <( o w c::: z o i= ~ :::J Q", :E o o ~ 01/21/2005 02/21/1957 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W o Z o II. II) W 0:: 0:: o (.) NAME MURREL R. WALTERS III, ESQUIRE FIRM NAME (II Applicable) COMPLETE MAILING ADDRESS TELEPHONE NUMBER 717-697-4650 54 EAST MAIN STREET 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 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 rate, or transfers under See. 9116 (a)(1.2) 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 oollateral rate 19. Tax Due (8) X _(15) X_(16) X .12 (17) X .15 (18) (19) 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT PA 17055 OFFICIAL USE ONLY r._ -....l 6,102.49 i>'~..) C,;-, 6,102.49 5,248.00 1,164.20 (11) (12) (13) 6,412.20 -309.71 (14) -309.71 ~ D d t' C I t Add ece ell s omple e ress: STREET ADDRESS 201 RUNSON ROAD CITY I STATE I ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 3. I nterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) TotallnterestlPenalty ( 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. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 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 IZI b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [ZJ c. retain a reversionary interest; or ...................................................................................................... 0 [ZJ d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IZI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 [ZJ 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 IZI 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 [ZJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE -C)j ADDRESS MURREL R. WALTERS III, ESQUIRE 54 EAST MAIN STREET, MECHANICSBURG PA 17055 DATE Ci <c -"J 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. 99116 (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. 99116 (a) (1.1) (ii)l. 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. 99116(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. 99116(1.2) [72 P.S. 99116(a)(1)J. 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. 99116(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-1508 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TURRI ITEM NUMBER 1. FILE NUMBER JEFFREY A. 21 20 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. 289 DESCRIPTION VALUE AT DATE OF DEATH 2,071.97 PSECU CHECKING 2. HOUSE OF REPRESENTATIVES OF PENNSYLVANIA VACATION AND SICK TIME 2,735.52 3. 91 DODGE STEALTH SALE PRICE 1,000.00 4. IRS INCOME TAX REFUND - 2004 295.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,102.49 REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF TURRI JEFFREY A. 21 20 289 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. NEILL FUNERAL HOME 4,300.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) CORETHIA M. TURRI Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 46 DEVONSHIRE SQUARE City MECHANICSBURG State PA Zip 17055 Year(s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 860.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS - CUMBERLAND COUNTY 88.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 5,248.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF TURRI FILE NUMBER JEFFREY A. 21 20 289 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. SPIRIT PHYSICIAN SERVICES MEDICAL 16.60 2. RESTORECORE CENTRAL PA MEDICAL 1,147.60 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,164.20 '<Y-"".": ". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES TURRI .IFFFRFY A FILE NUMBER 21 ?O RELATIONSHIP TO DECEDENT Do Not List Trustee(s) ?RQ AMOUNT OR SHARE OF ESTATE NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. CORETHIA M. TURRI 46 DEVONSHIRE SQUARE MECHANICSBURG, PA 170 SS JOSEPH TURRI 201 RUNSON ROAD CAMP HILL, PA 17011 MOTHER 50% 2. FATHER 50% 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 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)