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Home My WebLink About08-30-06 FILE NUMBER ~L-1L Lv .Q... " II G COUNTY CODE YEAR l...L NUMBER SOCIAL SECURITY NUMBER REV-1SDO EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL) .... Z W C W U w C SHORT MARY DATE OF DEATH (MM-DD-Year) O. DATE OF BIRTH (MM-DD-Year) 04/23/:Z006 10/20/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) W I- ~~en ucr:~ w~u :I:cr:g UO-al 0- <I: [Xl 1. Original Return D 4. Lmited Estate U 6. Decedent Died Testate (Attach copy of Will) D 9. litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY 1 89- 1 6 - 9 833 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required !!.... 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SI:CTlON.MUSTBE COMPLETED. ALLCORRESPONDENCE AND CONFIOENTtALTAXINFORMATIONSHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS MURREL R. WALTERS III FIRM NAME (If Applicable) I- Z W o Z o 0- en W cr: cr: o U 54 EAST MAIN STREET TELEPHONE NUMBER 7817.6~17-4650 MECHANICSBURG 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o .... <t: -i ::> .... a. <t: U w a::: 4. Mort~lages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (6) (7) 10. Debt~ 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. Charil:able 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 z o .... <t: .... ::> a. :i!: o U >< <t: .... 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X _(15) X _(16) 16 Amount of Line 14 taxable at lineal rate 17. Amou nt of Line 14 taxable at sibling rate X .12 (17) 1,545.08 X .15 (18) 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. [J CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2,060.08 ,0 i~o -i~ ::D :;:';-00 ::J~r- -Zm --:0 J.iJ ^ :lea -:,O-n )c _- ::IJ --I :g PA 17055 OFFICIAL USE ONLY !""~, => = <::r' ;p.. C G"') W o l,~--) -0 ::l!: W W CTI J \"Tl (8) 515.00 (11) (12) (13) (14) (19) 2,060.08 515.00 1,545.08 1,545.08 231.76 231.76 rt Decedent's Complete Address: STREET ADDRESS 103 W. KELLER STREET - CITY MECHJ'NICSBURG I STATE PA I ZIP 17055 Tax Payments and Credits: 1 Tax Due Wage 1 Line 19) 2. Credits/Payments A. Spousa Poverty Credit B. Prior Payments C. Discount (1) 231.76 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 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 th'8 total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF WILLS, AGENT 0.00 231.76 231.76 PL.EASE 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 !Xl b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 !Xl c. retain a reversionary interest; or ...................................................................................................... 0 !Xl d. receive the promise for life of either payments, benefits or care? ............................................................. 0 !Xl 2 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 !Xl 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 !Xl 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 !Xl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ADDRESS PA ~ ADDRESS N1URREL R. WALTERS III, ESQUIRE 54 EAST MAIN STREET, MECHANICSBURG 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. !j9116 (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. !j9116 (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. !j9116(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 PS. !j9116(1.2) [72 P.S. !j9116(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. !j9116(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) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF SHORT FILE NUMBER MARY O. 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. ITEM NUMBER 1. DESCRIPTION MEMBES 1ST FEDERAL CREDIT UNION CHECKING ACCOUNT VALUE AT DATE OF DEATH 2,060.08 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,060.08 REV-1511 EX+(12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF SHORT FILE NUMBER MARY O. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. SHEETZ FUNERAL HOME. PREPAID B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) ROBIN LEE BICKEL Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 4685 N. SUSQUEHANNA TRAIL City SHAMOKIN DAM State PA Zip 17876 Year(s) Commission Paid: 2. Attorney Fees MURREL R. WALTERS III, ESQUIRE 500.00 3. Family Exemption: (If decedent's 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 15.00 5. Accountant's Fees 6. Tax Return Preparers Fees 7. ------ ---- -----"-,-..--- TOTAL (Also enter on line 9, Recapitulation) $ 515.00 (If more space is needed, insert additional sheets of the same size) RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (12)] 1. l'tOBIN LEE BICKLE NIECE 100% 4685 N. SUSQUEHANNA TRAIL SHAMOKIN DAM, PA 17876 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: I A SPOUSAL DiSTRiBUTiONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. E:. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ '~~'''m'(* COMMONWEALTH OF PENNSYLVANIA INHEHITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SHORT MARY SCHEDULE J BENEFICIARIES FILE NUMBER o (If more space is needed, insert additional sheets of the same size)