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Home My WebLink About04-04-06 (2) REV-1500 EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT '. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY FILE NUMBER 2 1 -0 5 0 8 8 0 COuNTY"'Co5E -VEAR- - - NuMsER- - DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER t- Z W C W U W C DENLINGER MARIE S. DATE OF DEATH (MM-DD-Year) a/kJa DENLINGER, MARIE E. DATE OF BIRTH (MM-DD-Year) 08/31/2005 06/24/1921 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1 6 5 - 2 4 - 0 034 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w .... ~~(/l ua:~ wg,u :I: a:9 uO-a:! 0- ct: [R] 1. Original Return D 4. Limited Estate [R] 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o 3. Remainder Return (date of 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) 'THIS 'SEcTlON,Mtf$;f*rcqpLma;;~OORRE$RONOeNCEtMD:bSNRlDE.i1AL;:tAx;'" FORtIAtltm$~t;.t1 BE\mREtTEnTb~: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS III, ESQUIRE 54 EAST MAIN STREET FIRM NAME (If Applicable) .... z w o z o 0- (/l W II:: II:: o U TELEPHONE NUMBER 717-697-4650 MECHANICSBURG z o i= <: ..J ::) t- a:: <( u W D:: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5, Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) n Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) WbillI?T ~"'\:';:;;:?,:i' 94,713.64 PA 17055 OFFICIAL USE ONLY 208,366.69 C.) 303,080.33 (B) 12,278.00 1,773.91 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= <( t- ::) Q. ~ o u ~ t- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 19. Tax Due X _(15) 289,028.42 X .045 (16) X .12 (17) X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (11) (12) (13) 14,051.91 289,028.42 (14) 289,028.42 13,006.28 13,006.28 >)\f.t~; k -lt~,;(!~ffk)'\; 'l\m::(-),:j:j'fg:{'" "'-('::~:::;:!J:c:<' I&Rse(SlDe;ANI1~RE~ECK'Q:rH)~~".i;. ;)j,:1,i{~;~:~BI:~.&z', '"1tltr$_R~~.' o d t' C I t Add ece en s omple e ress: STREET ADDRESS 5 CINDY CIRCLE CITY I STATE I ZIP ENOLA PA 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 13,006.28 Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E, Penalty 4. Total Interest/Penalty ( D + E) 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) 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 (3) 0.00 5. 13,006.28 13,006.28 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 [Z] d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [Z] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?......................... ......... ............... ........ ...................................... 0 [Z] 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 [Z] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 [Z] 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 .J.' - ROSWELL S. DENLINGER 42 MILLERS GAP RD., ENOLA, PA 17025 IRE 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)J. 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) (ji)J. 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. 99116(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 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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. 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-1502 EX + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DENLINGER MARIE S. a/kJa DENLINGER MARIE E. 21 05 0880 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 property which is iointlv-owned with riaht of survivorship must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 94,713.64 5 CINDY CIRCLE ENOLA, PA 17025 SALE PROCEEDS TOTAL (Also enter on line 1 J Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 94,713.64 REV.1508 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF DENLINGER FILE NUMBER MARIE S. a/k/a DENLINGER MARIE E. 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. 0880 ITEM NUMBER DESCRIPTION 1. PNC BANK CERTIFICATE OF DEPOSIT 2. PNC BANK CHECKING ACCOUNT 3. SOVEREIGN BANK CERTIFICATE OF DEPOSIT 4. HOLY SPIRIT HOSPITAL REFUND 5. CASH 6. MET LIFE 7. WACHOVIA SAVINGS ACCOUNT VALUE AT DATE OF DEATH 71,308.22 16,045.62 91,430.58 18.90 411.95 12,884.66 16,266.76 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 208,366.69 REV-1511 EX + (12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF DENLINGER MARIE S. a/k/a DENLINGER MARIE E. Debts of decedent must be reported on Schedule I. 21 05 0880 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS HARNER FUNERAL HOME 7,668.00 2. GINGRICH MEMORIALS - HEADSTONE ENGRAVING 110.00 3. ROSWELL DENLINGER - GRAVE OPENING 640.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Per.;onal Representative (s) CHRISTINE E. KIME -RENOUNCED Social Security Number(s)/EIN Number of Per.;onal Representative(s) 177-42-0954 Street Address 7420 SLATE RIDGE ROAD City HARRISBURG State P A Zip 17112 Year(s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 3,450.00 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 410.00 5. Accountanfs Fees 6. Tax Return Preparers Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 12,278.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Page 1 21 05 0880 File Number DENLINGER MARIE S. QecedQnt's Name a/k!a DENLINGER, MARIE E. Schedule H - Funeral Expenses & Administrative Costs - 81 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 2. Name of Personal Representative (s) ROSWELL S. DENLINGER - RENOUNCED Social Security Number(s)/EIN Number of Personal Representative(s) 168541382 Street Address 42 MILLERS GAP ROAD City ENOLA State PA Zip 17025 Year(s) Commission Paid: Name of Personal Representative (s) Social Security Number(s)/E/N Number of Personal Representative(s) Street Add ress City State Zip Year(s) Commission Paid: Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: SUBTOTAL SCHEDULE H.B1 REV-1512 EX... (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DENLINGER FILE NUMBER MARIE S. a/k/a DENLINGER MARIE E. 21 05 0880 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CLAREMONT NURSING AND REHAB 571.37 2. FIRST CALL REMODELERS HOUSE REPAIRS 843.88 3. MOBILE X-RAY IMAGING MEDICAL 64.66 4. 2005 FEDERAL INCOME TAX 294.00 TOTAL (Also enteron line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,773.91 R'V.,,,,,,,.,. . CO~MONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DENLINGER NUMBER 1. SCHEDULE J BENEFICIARIES MARIE S. a/kla DENLINGER MARIE E. FILE NUMBER 21 05 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 0880 AMOUNT OR SHARE OF ESTATE 1/3 1/3 1/3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ll. NON-TAXABLE DISTRIBUTIONS: ,A" SPOUSAL DISTRiBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. CHRISTINE E. KIME 7420 SLATE RIDGE DRIVE HARRISBURG, PA 17112 ROSWELL S. DENLINGER 42 MILLERS GAP ROAD ENOLA, PA 17025 .JOHN R. DENLINGER 170 SADDLEFORD DRIVE CHESTERFIELD, MO 63017 DAUGHTER 2. SON 3. SON 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)