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Home My WebLink About10-19-06 REV.l500 EX + (6-00) *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1712~1 I- Z W C W (,) W C w .... lll:~1I) ODClll: wo-o :r:OO ODC...I R:G1 c( DECEDENrS NAME (LAST, FIRST, AND MIDDLE INITIAL) MORROW J.. DATE OF DEATH (MM-DD-Year) ROBERT REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-DD-Year) 10/30/2005 08/28/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 5 1 0 0 0 C'iiiiNTYCOii'E -YEAR- - - NuMaER- - SOCIAL SECURITY NUMBER 203-10-9431 THIS RETURN IlUST BE FILED II DUPlICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (daleolde8lhpriortl12-1~2) o 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allach Sch 0) z o ~ :;) l- ii: c( (,) W II:: z o ~ <C I- :;) D. ~ o (,) S o 1. Original Retum o 4. Limited Estate o 6. Decedent Died Testate (Allach copy 01 Will) o 9. Litigation Proceeds Received .... z w c z o 0- Il) w DC DC o o NAME MURREL R. WALTERS III FIRM NAME (If Applicable) TELEPHONE NUMBER 717-897-4850 00 2. Supplemental Retum o 4a. Future Interest Compromise (dale 01 de8Ih _12-12-82) o 7. Decedent Maintained a Living Trust ~ copy 01 Trust) D 10. Spousal Poverty Credit (daleoldealh between 12-31.91 and 1-1-95) COMPLETE MAILING ADDRESS 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 Cosls (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 Trusls for which an election to tax has not been made (Schedule J) 53,846.22 PA 17055 OFFICIAL USE ONLY 14. Net Value SUbject to Tu (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 Sec. 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 collateral rate 19. Tu Due X _(15) 53,646.22 X .045 (16) X .12 (17) X .15 (18) (19) o ,;;g ," ::cO ~F1i -:0 C/.)^ , (") 0 ,0" ( C :0 -t ,..., c::> c::> 0"'\ o ("') -f ::0 ::n rrt 1"1'10 (;;0 .. :x:J ~ C:J P,rrt ":'00 (:')0 --Cj ,., ::;::;: :::n ;:== C') r-" r'n 0';. (:J \D (8) 53,846.22 (11) (12) (13) 53,646.22 (14) 53,846.22 2,414.08 2,414.08 "'h,~lIll!lllitl::!!iltl'lj" ,,' . i ,"",,! '!'!j~~l:"l'!!jt !:ltn"!I!liJiUilil~ili!i,oIdl!:,!!{&j~~-II1I!lif:ili!!.L,!l:,~,I:i;,;~~!/lIIIBlil_lIiIIIIIlI~_ Decedents omp.e e ress: STREET ADDRESS 105 S. STONER AVENUE CITY I STATE I ZIP SHIREMANSTOWN PA 17011 'C It Add Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 2,414.08 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 25.47 5. Total Interest/Penalty (D + E) If Une 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request. refund (4) If Une 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 Une 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT (3) 25.47 4. 0.00 2,438.55 2,438.55 .~' dWJ 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 IX! 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. ADDRESS MUR R. WAL TIERS III, ESQUIRE 54 EAST MAIN STREET, MECHANICSBURG 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)]. 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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~e 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. :1 ,j~ ~j~i:~j~;':lj'!:riiJ\J.tjitlid~'niJimi.lii~:i'l"l4jj;jJ i ":~tr r',L;w'~~;Iliiii-,jro,lJ?i~t~~;~'l'f.,t4fik~iliijJ'" 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 lIa 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 wilting buyer and a willing seHer, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real DrOD8l1v which Is jointly-owned with riaht of survlvorshlD must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 105 S. STONER AVENUE. REAL ESTATE IMPROVED WITH HOUSE, SHIREMANSTOWN, PA HOUSE SOLD FOR $168,897.00 BUT TAX PAID ON ASSESSED VALUE $143,230.00 LEAVING A DIFFERENCE OF 25,667.00 2. 107 S. STONER AVENUE. REAL ESTATE. VACANT LOT, SHIREMANSTOWN, PA LOT SOLD FOR $46,689.22 BUT TAX PAID ON ASSESSED VAl.UE OF $18,710.00 LEAVING A DIFFERENCE OF 27,979.22 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 53,646.22 ~-v :!i:;~;,it,;'idh~i~;i!~,j;!:;.;i~d~~,;,'d'kt~!dIJ~;<':ill\ih;:..';~!;::,:,;]j,:.~~~iJi~A~~i.:i~!i~~i~~,2i;rbidi~f;ili,:~lit: ; i;i:t,;,',:;~I~f~ki;l~b~a~~~U!4i:~~)!iDi&;"~~~:iltt~:,'i .. #i;.:i~;:ili;:;:,::~~;j,i!,L:,;F;;;':"r>:::_~;'" __i ;:1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WALTERS III MURREL R 54 E MAIN STREET MECHANICSBURG, PA 17055 _____n_ fold ESTATE INFORMATION: SSN: 203-10-9431 FILE NUMBER: 2105-1000 DECEDENT NAME: MORROW J. ROBERT DA TE OF PAYMENT: 10/19/2006 POSTMARK DATE: 10/19/2006 COUNTY: CUMBERLAND DATE OF DEATH: 10/30/2005 NO. CD 007319 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,439.55 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: COMMERCE BANK CHECK# 572 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $2,439.55 GLENDA FARNER STRASBAUGH REGISTER OF WILLS