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Home My WebLink About07-11-06 REV-1500 EX + (6-00) ~- ~ COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER ~L-JL-L G ~J.oilJ COUNTY CODE YEAR NUMBER I- Z W o W U W o DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) McKee, Elsie A. DATE OF DEATH (MM-DD- Year) DA T ~ OF BIRTH (MM-DD- Year) SOCIAL SECURITY NUMBER 91-18-4 4 4 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS 03/15/2006 12/28/1914 SOCIAL SECURITY NUMBER W f- ~~II) <J lX:~ W ~<J :I:o::S <J D..1Xl D.. <( (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) !Kl1. Original Return o 4. Limited Estate o 6 Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o L Supplemental Return o 4a. Future Interest Compromise (date of death affer 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trus!) o 10. Spousal Poverty Credit Idate 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 Return Required 2- 8. Total Number of Safe Deposit Boxes o 11, Election to tax under Sec. 9113(A) IAttach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Wa ne F. Shade, Es mre 53 West Pomfret Street FIRM NAME (If Applicable) f- Z W o z o D.. II) W 0:: 0:: o <J TELEPHONE NUMBER 717-243-0220 Carlisle PA 17013 1 Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) OFFICIAL USE ONLY 3. Closely Held Corporation, Partnership or Sole-Proprietor~hip 1.450.00 4 Mortgages & Notes Receivable (Schedule D) 1,984.69 '-' 3,434.69 (8) z o ;::: <C ..J ::> !::: a.. <( u W 0::: 5 Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 10,932.40 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 Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ;::: <( I- ::> a.. :! o U X <( I- 15 Amount of Line 14 taxable at the spousal tax rate, or transfers under See 9116 (a)(1.2) X _(15) X _(16) X .12 (17) X .15 (18) (19) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Prop,rty (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 16. Amount of Line 14 taxable at lineal rate (11) (12) (13) 10,937.40 -7,497.71 17. Amount of Line 14 taxable at sibling rate (14) -7,497.71 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS " 17 B 1 S .J ay ey treet CITY C.' \. I ar IS e I STATE P A I ZIP 17013 Tax Payments and Credits: 1 Tax Due (Page 1Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the differenc~ 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:. (5B) 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 tr3nsferred; ................... ......... .. ...................... .... D IZ] b. retain the right to designate who shall USE the property transferred or its income; .... ................................... D IZ] c. retain a reversionary interest; or ........... .......................................................................................... D IZ] d. receive the promise for life of either paym3nts, benefits or care? ........... ........................................ D IZ] 2. If death occurred after December 12, 1982, d d decedent transfer property within one year of death without receiving adequate consideration?.... .......... .. . ...................................... ................. D IZ] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ........ ... D IZ] 4. Did decedent own an Individual Retirement A:count, annuity, or other non-probate property which contains a beneficiary designation? .. .......... ........... '" ...................... .................. ...................... D IZ] 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 pequry, I declare that I have examined this return, including acco npanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of preparer otlier than 1I',e personai representative is based on all ,nform ltion of which prepa"sr has any knowledge SIGNATURE})F PERSON RESP- f '/ ~ ./ lA' .'} ADDRESS 317 Bayley Carlisle SIGNATURE OF PREPARER OTHER T~ R~PRESENTATIVE tV'. /-:~ ADDRESS 53 ~mfret Street Carlisle DATE '7.. 1-. c) (') .. \t, PA 17013 DATE 7J;%c PA 17013 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 PS S9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate impo~;ed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (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 decea~ed 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, S9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the u~ e of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 PS S9116(1.2) [72 P.S. S9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the u~ e of the decedent's siblings is 12% [72 P.S. S9116(a)(1.3)], A sibling is defined, under Section 9102, as an individual who has at least one Darent in common with the decedent. whether bv blood or adoDtion, REV-15G8 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF McKee. Elsie A. FILE NUMBER 21 06 Include the procee Js of litigation and the date the proceeds were received by the estate. All property jointly- )wned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 1,450.00 Household contents TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,450.00 LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 To: Wayne F. Shade, Esquire 53 West Pomfret Street Carlisle, PA 17013 From: William G. Rowe, Appraiser 211 Old Stone House Road Carlisle, PA 17013 Re: Personal Property Appraisal Elsie A. McKee Estate 317 Bayley Street Carlisle, PA 17013 Date: April 19, 2006 PORCH Patio set Glider LIVING ROOM Recliner Sofa & chair - worn - no value Desk Console T.v. Sewing machine BEDROOM Bedroom set - 3 pc BEDROOM Queen-size bed Dresser / high chest DINING ROOM Oak table / 5 chairs DEN Stereo - old model - no value Small chest Sofa / chair - no value Pair leather upholstered chairs Small Davenport desk / chair 3 pc coffee table set Oak rocker Small rocker Oak stand Smoking stand Hand-made dry sink McKee Appraisal $65.00 $20.00 $35.00 $0.00 $15.00 $35.00 $15.00 $275.00 $50.00 $150.00 $275.00 $0.00 $15.00 $0.00 $80.00 $150.00 $25.00 $85.00 $15.00 $45.00 $10.00 $90.00 TOTAL $1,450.00 04/19/2006 REV-1509 EX + (6-98) *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF McKee. Elsie A. FILE NUMBER 21 06 If an asset was made joint with n 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 Vickie R. MIller 317 Bayley Street Carlisle, PA 17013 Daughter B c JOINTLY-OWNED PROPERTY: LETTER DATE DEE CRIPTION OF PROPERTY '10 OF DA TE OF DEA TH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INS clTUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATl ACH DEED FOR JOINTLY-HELD REAL ESTA TE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A 4/6/92 M&T Bank, Checking Account #1127705 2,437.58 50. 1 ,218.79 2. A 5/22/92 M&T Bank, Savings Account #015004200946092 1,531.79 50. 765.90 TOTAL (Also enter on line 6, Recapitulation) $ 1,984.69 III more soace is needed. insert additional sheets a/the same size)