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Home My WebLink About02-09-07 -.J 15056041114 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 - 06 - 0611 Date of Birth 202-20-7151 05192006 02071929 Decedent's Last Name Suffix Decedent's First Name MI STECK (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix JEANNE C. Spouse's First Name MI STECK Spouse's Social Security Number ELI 201-16-2457 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW W 1. Original Return D 2. Supplemental Return D 4. Limited Estate D 4a. Future Interest Compromise (date of death after 12-12-82) D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required W 6. Decedent Died Testate (Attach Copy of Will) D 9. Litigation Proceeds Received D D 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SKARLATOS & ZONARICH LLP Firm Name (If Applicable) 717-233-1000 BRIDGET M. WHITLEY, ESQUIRE First line of address REGISTER OF WILLS USE ONLY :' ) :.." C) --~.J i ,'-j i j 17 SOUTH SECOND STREET "_.:J Second line of address SIXTH FLOOR City or Post Office State ZIP Code DATE;FiLED HARRISBURG PA 17101 en BMW@SKARLATOSZONARICH.COM CAMP HILL, PA 17011 ADDRESS BRIDGET M. WHITLEY, ESQ., 17 S. 2ND ST., 6TH FL., HARRISBURG, PA 17101 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041114 15056041114 -.J \ ~ --.J 15056042115 REV-1500 EX Decedent's Name: JEANNE C. STECK RECAPITULATION 202-20-7151 Decedent's Social Security Number 1. Real estate (Schedule A) . . . . . . . . . . . . . . . 1. NONE 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . 2. NONE 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. NONE 4. Mortgages & Notes Receivable (Schedule D) . 4. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . .. 5. NONE 6. Jointly Owned Property (Schedule F) DSeparate Blliing Requested. . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. 6. NONE 7. 8. Total Gross Assets (total lines 1-7) . . . . . . . . . . . . . .. .. ... 8. 3988.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . ............. 9. 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) . . . . . . . . . . . . . . . 10. NONE 11. Total Deductions (total lines 9 & 10). . .. .. . . . . . . . . . . . . . . . . . 11. 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) . . . . . . . . . 12. . . . . . . . .. 13. 14. Net Value Subject to Tax (line 12 minus line 13) . . . . . . . . . . . . .. ....... 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O 0 16. Amount of line 14 taxable at lineal rate X .0 ~ 17. Amount of line 14 taxable at sibling rate X . 12 18. Amount of line 14 taxable at collateral rate X . 1 5 1 7 9 8 3 8 . 0 0 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042115 15056042115 183826.00 183826.00 3988.00 179838.00 0.00 179838.00 0.00 0.00 0.00 0.00 0.00 D --.J REV-1500 EX Page 3 202-20-7151 Decedent's Complete Address: DECEDENT'S NAME JEANNE C. STECK STREET ADDRESS File Number 21-06-0611 119 NORTH 33RD STREET CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.00 Total Credits (A + 8 + C) (2) 0.00 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. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 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: a. retain the use or income of the property transferred; . . Yes D D D D D o b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death withoul receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . No o o o o o o o o IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 zero (0) percent [72 P.S. 39116 (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 zero (0) percent [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 four and one-half (4.5) percent, 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 twelve (12) percent [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. 217 REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JEANNE C. STECK 21-06-0611 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. New York Life IRA No. 58232581 - transferred upon death to 0 decedent's husband, Eli Steck (per verification attached hereto 0 as Schedule G 18,851 100.00% 18,851 2. New York Life IRA No. 58280051 - transferred upon death to 0 decedent's husband, Eli Steck (per verification attached hereto 0 as Schedule G) 19,634 100.00% 19,634 3. New York Life Annuity No. 03086680 - paid to Estate (per 0 verification attached hereto as Schedule G) 105,341 100.00% 105,341 4. New York Life Annuity No. 53739075 - transferred upon death 0 dededent's husband, Eli Steck (per verification attached hereto 0 as Schedule G) 40,000 100.00% 40,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on line 7 Recapitulation) $ 183 826 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. (If more space is needed, insert additional sheets of the same size) 217 REV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JEANNE C. STECK 21-06-0611 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Auer Memorial Home and Cremation Services, Inc. 1 ,465 2. West Shore Elks Club - Funeral Luncheon 637 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees 1,500 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 117 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of Wills - Oath of Office fees 35 8. Cumberland Law Journal - Advertise Letters Testamentary 75 9. The Sentinel- Advertise Letters Testamentary 159 TOTAL (Also enter on line 9 Recapitulation) $ 3988 (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER JEANNE C STECK 21-06-0611 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Eli Steck - 119 N. 33rd Street, Camp Hill, PA 17011 Spouse $179,838 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 SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 (If more space is needed, insert additional sheets of the same size) SKARU1lO6 & WNAmill lLP ATTORNEYS AT LAW SKARLATOS & ZONARICH BUILDING 17 SOUTH SECOND STREET, 6'" FLOOR HARRISBURG, PENNSYLVANIA 17101-2039 (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKARLATOSZONARICH.COM February 5, 2007 Office of Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, P A 17013 RE: Estate of Jeanne C. Steck Dear Sir or Madam: Enclosed for filing please find the original and two copies of the Pennsylvania Inheritance Tax Return and Cumberland County Inventory. Please time-stamp the copies and return to me in the enclosed, self-addressed and stamped envelope. Thank you. Sincerely, (&u,nifjllJ/IkL Sharon K. Shaffer Estate Administrator Enclosures ,.l.'.~~: S';'j :1 I! .,-~ (j G- A MEMBER OF LAWPACTTM - AN INTERNATIONAL ASSOCIATION OF INDEPENDENT BUSINESS LAW FIRMS \ \ C&J -- -- -.:::. -- -- - - - -::::: ::::: -- -- - -- ~ -- -- -- -= -- -- -- - -- -- -- --