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Home My WebLink About11-06-06 REV-15oo EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FilE NUMBER 21 -0 6 0 1 3 5 ""CoONTYCOO'E ---YEA~ - - 'NOMsER- - SOCIAL SECURITY NUMBER MURPHY DOROTHY A. AKA DOROTHY ARLENE MURPHY DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 1 82- 1 6 - 0 824 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 02/07/2006 08/06/1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w .... llt: :$Ul uO::llt: w~u :I: 0::9 U Q.lll Q. '" 00 1. Original Retum o 4. Limited Estate 00 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received SOCIAL SECURITY NUMBER 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 Retum (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) .... z w o z o Q. Ul w 0:: 0:: o U z o i= <t ..J ~ l- ii: <t o w 0:: z o ~ I- ~ 0- :IE o o ~ I- 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 Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) NAME MURREL R. WALTERS III, ESQUIRE FIRM NAME (If Applicable) TELEPHONE NUMBER 717.697-4650 COMPLETE MAILING ADDRESS 54 EAST MAIN STREET MECHANICSBURG PA 17055 218,640.00 OFFICIAL USE ONLY r-,,' (-:;-:'I (......') c-" 0.00 I 7,430.25 C-, ~J .1 _'-S'. ( .) U1 \..0 (8) 10,728.00 51,514.27 (11) (12) (13) (14) --"") 226,070.25 62,242.27 163,827.98 163,827.98 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 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. Tax Due X _(15) 163,827.98 X ~(16) X .12 (17) X .15 (18) (19) 0.00 7,372.26 7,372.26 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ 'fj~ ~ Decedent's Complete Address: STREET ADDRESS 100 EAST SIMPSON STREET CITY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. T ax Due (Page 1 Line 19) 2 Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 7,372.26 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 the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check to: REGISTER OF WILLS, AGENT 0.00 7,372.26 7,372.26 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 [g] b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [g] c. retain a reversionary interest; or ...................................................................................................... 0 [g] d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [g] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 [g] 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 [g] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 [g] 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 NICSBURG PA 17050 SENTATIVE L.. DARREL E. MURPHY 13 GARDEN PARKWAY, CARLISLE PA 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. !l9116 (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. !l9116 (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 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-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. !l9116(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. !l9116(1.2) [72 P,S. !l9116(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, !l9116(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 MURPHY DOROTHY A. AKA DOROTHY ARLENE MURPHY 21 06 0135 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 propertv 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 218,640.00 100 EAST SIMPSON STREET MECHANICSBURG, PA 17055 COUNTY ASSESSED VALUE TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 218,640.00 REV-150B EX + (6-98) Ow SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURPHY FILE NUMBER DOROTHY A. AKA DOROTHY ARLENE MURPHY 21 06 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 0 0135 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. DESCRIPTION VALUE AT DATE OF DEATH 861.03 WACHOVIA BANK CHECKING ACCOUNT WACHOVIA BANK SAVINGS ACCOUNT 1,975.99 WACHOVIA BANK CHECKING ACCOUNT - BUSINESS ACCOUNT - E. MURPHY & SONS 2,830.62 UNION BARKERS HEALTH INSURANCE REFUND 128.61 PA STATE INCOME TAXES REFUND 400.00 COMBINED INSURANCE REFUND LIFE INSURANCE 88.00 FEDERAL INCOME TAX REFUND 1,146.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,430.25 REV-1511 EX+(12~9) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MURPHY DOROTHY A. AKA DOROTHY ARLENE MURPHY FILE NUMBER 21 06 0135 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. MYERS FUNERAL HOME 6,177.00 2. GINGRICH MEMORIALS - CEMETARY INSCRIPTION 125.00 3. FUNERAL LUNCHEON - ST. MARKS CHURCH 320.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) TYSON E. MURPHY - RENOUNCED Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 5255 TERRACE ROAD City MECHANICSBURG State P A Zip 17050 Year(s) Commission Paid: 2. Attomey Fees MURREL R. WALTERS III, ESQUIRE 3,750.00 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 356.00 5. Accountant's Fees 6. Tax Return Prepare~s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 10,728.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent MURPHY DOROTHY A. AKA DOROTHY ARLENE MURPHY Decedent's Name Page 1 21 06 0135 File Number Schedule H - Funeral Expenses & Administrative Costs - 81 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions 2. Name of Personal Representative (s) DARREL E. MURPHY-RENOUNCED Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 13 GARDEN PARKWAY City CARLISLE State PA Zip 17013 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 MURPHY DOROTHY A. AKA DOROTHY ARLENE MURPHY FILE NUMBER 21 06 0135 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. WEST SHORE WAGE TAX EIN/MST TAXES 67.92 2. MARTIN .J. FLANNERY - ACCOUNTANT TAX PREPARATION 475.00 3. UGI NATURAL GAS 712.00 4. PP&L - ELECTRIC 69.97 5. TERMINIX 39.22 6. VERIZON TELEPHONE 7. PEACHTREE FABRICS 8. IRVIN ALAN FABRICS 9. GREENHOUSE FABRICS 10. TEDCO INDUSTRIES 11. UNITED FABRICS 12. BURCH FABRICS 13. HOUSE EXPENSES 14. WACHOVIA PRIME EQUITY LOAN PAYOFF 15. PA DEPT OF REVENUE TAXES 49.00 51.27 47.61 192.60 139.48 59.91 185.64 466.62 47,023.39 462.71 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 51,514.27 Continuation of REV-1500 Inheritance Tax Return Resident Decedent MURPHY DOROTHY A. AKA DOROTHY ARLENE MURPHY Decedent's Name Page 2 21 06 0135 File Number Schedule I - Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. BARRY HECKARD 9.80 PRESONAL TAXES 17. BARRY HECKARD 987.13 REAL ESTATE TAXES 18. .I. COMBER RESTORATION 475.00 CHIMNEY REPAIR SUBTOTAL SCHEDULE I 1,471.93 GRAND TOTAL SCHEDULE I $ 51,514.27 ""~"n.:'.". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURPHY DOROTHY A AKA DOROTHY ARLENE MURPHY SCHEDULE J BENEFICIARIES RELA TIONSHIP 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) (1.2)] 1. DORLENE MORGAN DAUGHTER 1/7TH 434 SAMPLE BRIDGE ROAD ENOLA, PA 17025 2. DARREL E. MURPHY SON 1/7TH 13 GARDEN PARKWAY CARLISLE, PA 17013 3. TYSON E. MURPHY SON 1/7TH 5255 TERRACE ROAD MECHANICSBURG, PA 17050 4. ELLENE MURPHY DAUGHTER 1/7TH 100 EAST SIMPSON STREET MECHANICSBURG, PA 17055 5. KAREN MURPHY DAUGHTER 1/7TH 2212 CONCORD CIRCLE HARRISBURG, PA 17110 6. DANNE E. MURPHY SON 1/7TH 6611 261ST STREET EAST MYUAKKA CITY, FL 34251 7. .JAN REPMAN DAUGHTER 1/7TH 165 SUGAR MAPLE DRIVE ETTERS,PA 17319 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 SECTlm~ 9113 FOR 'vVHICH 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 $ FILE NUMBER 21 06 0135 (If more space is needed, insert additional sheets of the same size)