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Home My WebLink About02-20-07 ....J :LSDS6DI.fJ.:L6~ REV-1500 EX (06-05) PA OelBrtmeJt of RlIvenue BulHu of IndlYillllllixw PO Box 2BOl101 Hlrl18burg, PA 17128-0601 ENTERDECEDENTIIFORMATION aaow SoCial secumy Number Date of Deem OFFICIAL USE ONI.. Y Colny Code Yelr File Number ~I ,Olo ... O~(pO INHERITANCE TAX RETURN RESIDENT DECEDENT 188-05-97)1 Date of 8Irth 188-05-9731 05102006 12251918 Decedent's lilt Name Sutnx POKE Decedent's First Name EDNA (If ApplIcable' Enter SurvIving Spou.'slntonnation Below SpoUIllll'a lalit N.me 8uflIx N/A Elpouae'. FinIt Name Spouse" Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIAtE BOXES BELOW IXI ,. Original Return o 4. UnIed EslIIte !XI o o 2. SupplllmenlBI Return o 48. Fu1ure Inlerest Cornpnmdse (d8Ie rI de8Jh der 12-12-82) o 7. Decedent Malnlllned a lIVing Trust (AIIch Copy rlTrust) o 10. Spousal PoveItJ Credll (dale rI death 0 11. EIedIon to tax llllder Sec. 9113(A) ~ 12-31~ 8IId 1-1-85) (AlIIIc:hSc:h. 0) CORRESPONDENT - THIS SECTION IIIST BE COMP\.ET!D. ALL CORRESPOtID!NCEAND CONPIDEIITlAL TAX III'ORIlATDN lIHOIA.D BE Dlt!CTl!D 10: Name Daytime Telephone Number o 3. ftem8Jnder Return (date or dlI8lII pdorto 12-13-82) o 5. Federal ElsIate Tax R81um Requinld 8. o-dent DIed liIBlale (AtIlldt Copy rI M) 9. Liliga1lon PRICl88d& RaCBived 8. 1blaI Number or Sere 08p0BIl8oxes GERALDINE SHETTLE Firm Name (If ApplIcable) 717.938.1594 REGISTER OF WR.l.S USE ONLY/,,-) c-:) 25 c; 0 -.l ". ::1) .." i '.'J"J rrt ;~tP G:l ,'1 N ::n 0 ..- -... First line of addre88 180 CHURCH ROAD Second Une of address ~~~ ~ - cay or Post 0fIIce ETTERS DATE fli.EQl Slate ZIP Code PA 17319 COI'IMpOndent's ...".. ~ Underpenallills rI p8Ijuly,/ declanllhall '- 8lIIIIlMd this relum, InoIudIng llCIlIlIIIpenyItv llc:heduIee and .......... and to the best rI q knowIIIdge and belief, Ills true, CllI18Ct and CXItIIpIete. DedIII8tIDn of pnIfllIl8I' oIler"n the penIOI18I RIflIW8II/ldIM is bned on .. lnfomBtIon of YAIk:h Pl8I*W haI anr knawIedge. SIGNA1URE OF PERSON RE~. BLE ~F1UNp~ DATE ~~~'<L{.J ~~ ~-&'-)001 A SS 180 CHURCH ROAD, ETTERS, PA 17319 SIGNATURE OF PREPARER OTHER THAN RI!PRESEN'DmV! DATE AOORESS PlEASE USE DRIGIUL FORM ONLY Side 1 L :LSDSbDIf:L]'b~ ....J J.SDS6DI.f:LJ.b9 MI C MI c..n -.J cv '....J :LSOSb042:LbO REV-1500 EX o-denl'sHame; EDNA C POKE RECAPlTULAnoN 1. Real e&late (Schedule A) . . . . . . . . . .. . . . .. . . . . . .. .. .. . . .. . .. .. .. .. .. ... 1. 2. Stocks and Bonds (Schedule B).... . .. .. . .. .. .. . .. .. . . .. .. .. . .. . . . .. ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ...... .. .. . .. .. . . .. .. . .. . . .. . 4. 5. Cash, Bank Deposita & Mi8celaneous Pel'9Onal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) 0 Separate BHlng Requested ...... . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested. . .. . .. 7. 8. TobII GronAssets (total Unes 1 -7) ... .. . . . .. . ... . . . ... ... .. . . . . . . . .. . 8. 9. Funeral Expenses & Admini&tratlve Costs (Schedule H) . . . . . . . . . . . . . . . . . . . .. 9. 10. Debls of Decedent, Mortgage L1abHllIes, & Liens (Schedule I) . . . . . . . . . . . . . .. 10. 11. TofJII Deductions (tolal Unes 9 & 10) . .. .. .. .. . .. .. .. . .. .. . .. . . . .. . .... 11. 12. Net VlII..ofEsIate (Une 8 minus Une 11). . ... . .......... ... ..... ... ... 12. 13. Cheritable and Governmental BequestWSec 9113 TIUllt& for which an election to tax has not been made (Schedule J) .. . . . . . . . . . . .. . . . . .. . ... 13. 14. Net Value Subject to Tax (Line 12 minus Une 13). ... .. . . . . .. . .. . ... . . . .. 14. TAX COMPUTAl1ON . SEE INSTRUCTIONS FORAPPUCABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0_ 15. 16. Amount of Une 14 taxable at lineal rate X .04 5 24 5 16. 17. Amount of Une 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ........................................................ 19. 20. RLL IN lltE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L lSDSbD42lbD Decedent's SocIal Security Number 188-05-9731 6,074.00 1,683.50 7,757.50 2,310.00 2,310.00 5,447.50 5,447.50 245 245.00 lSDSbD42:LbD ....J I , I I I o . lUiV-15OQ EX PlIg8 3 Decedent's Complete Address: DECEDENTS NAME EDNA C. POKE ~ STREET ADDRESS. rv JJ 7 ~~, ~N~r 21-06-0560 CITYj } fA STATE fJA- ZF /7tJ5S Tax Payments and Credi1B: 1. Tax Due (Page Wne 19) 2. Cred1slPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 245.00 3. Interestn:'enalty if app~e D. Interest E. Penally Total Credits (A + B + C) (2) 0.00 ToIallnteresWenalty (D + El (3) 4. If Une 2 is greater than Una 1 + Una 3. enter the difference. ThIs is the OVERPAYMENT. Fill in box on Page 2, Une 20 to request I refund. (4) 0.00 5. If Une 1 + Une 3 is greater than Une 2, enter the cilference. This is the TAX DUE. B. Enter the total of lire 5 + 5A Thillls the BALANCE DUE. (5) (5A) (58) 245.00 A. Enter the interest on the tax due. 245.00 -, Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .1" IN THE APPROPRIATE BLOCKS 1. Did decedent make a hnsfer and: Yes No a. retain the use or inoome of the P'operty transferred; .. . .. . .. .. .. .. . .. .. . . .. . . . .. . . .. . . .. .. .... 0 ~ b. retain the right to designate who sI1a11 use the property transferred or It8 income;. . . . . . . . . . . . . . . . . . .. 0 ~ c. retain a revllfllionary interest; or ......................................................... 0 ~ d. receive the promise for life of either paymenls, benellls or C818? ................................ 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death Yt'iIIlcMreceiving adequate considerallon? ........................... ......................... 0 iii 3. Did dewclent own an 'in trutt for" or Jl8'I8b1e upon dMth bank account or HCUrily at h18 or her death? . . . .. 0 Ii] 4. Did decedent cwm an Individual Retirement AccouIt, armlitv, or 04her non-probete property which contains a benelicilJly designation? . . . . . . . . . .. . . . . .. . . .. .. . .. . . . . . . . . . . . .. ... . .. .. . .. . .. . ... 0 IX! IF 11E ANSWER TO ANY OF TlE ABOVE QUESnONS IS YES, YOU MUST COMPLETE SCHEDULE G AM> FILE IT AS PART OF 11fE RETURN. For dales of death on or after July 1, 1994 and before January 1, 1995, the 1Bx .. imposed on the net value of transfers to or for the use of the survNing spouse is three (3) percent [72 P.S. S9116(a)(1.1.)(i)]. For dates of death on or after J8mlary 1. 1995. the tax rate ifl1)OSed on the net va. oftJansfers to or for the use of the swviving spouse is zero (0) percent [72 P.S. 59116(1)(1.1)(H)]. The sIatuea do8s not IXena a transr8r to a NVIving spouse from tax. and tbe statmy reqlOmerds furdiscloswe of assets and fling a tax retum are stillppicable even if the surviving spouse is lie 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 chRd twenty-one years of age or younger at death to or for the use of a natural parent. an ado~ parent, or a stepparent of the child is zero (0) peroent [72 P.S. fi9116(1)(1.2)). The lax rate imposed on the net value of tJansfers to or for the use of the decedent's Ineal benelidaries is four and OlMH1a1f (4.5) percent, except as noled in n P.S. 19116(1.2) [72 P.S. 19116(8)(1>>. The tax rate iq)osed on the net vaUe of tnnfers to or for the use of the decedent's silings is twelve (12) percent [72 P.S. 59116(a)(1.3)]. A silllng is defined, under Section 9102, as an individual who has at least one parent in common wUllhe decedent, whelher by blood or adoption. . ~1511 EX+ (12-1111) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ALE NUMBER 21-06-0560 ESTATE OF ESTATE OF EDNA POKE DellIs 01 dlIcedent I1IIIt lit reporIId OR SCh..... L ITEM NUMBER DESCRIPTION AMOUNT A. FUNOERAlEXPENSES: 1. AUER MEMORIAL 510 2. SERVICES 194 8. ADMINISTRATIVE COSTS: 1. Penlonal RepmserDllve's Commillions Name ofPel1onll ReplIS8n111ivll(s) SociII SecurIy NIInbel(s)'E1N Number ofPellOnal Replelenlltlve(s) . Shet~ City SIIII - ZI' Yeer(a} Commltelon PaId: 2. AIIomey Fees 200 3. Famlv Exemption: (If deoedent'l adchst is nolthe &lml 81 cIIlment's.1tIlIcII I_nation) Claimant SIreeIAddres& CIty Stata - ZF ReIiIIlDnshIp of Clallnanl to Dec:ecIenI 4. ProbeIe Fees 87 5. AccounIanl's Fees 6. 'fix Return Pr9pa"''s Fees 7. WEST SHORE EMS 120 8 CITI CREDIT CARD 1,199 TOTAL (AI8o enter online 9. RecalitUa1lon) $ 2,310.00 (If mOlll &pIICll1& needed, in&ell addilional sIleeIs of.. &ame ..) Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of EDNA CHRISTINE POKE No. 21.-06-0560 DateofDeath MAY 10, 2006 also known 88 . Deceased 188-05-9731 Social Security No. Personal Representatfve(s} of the above Estate, deceased, verify that the items appearing In the following Inventory Include all cI the personal assets whereYer situate and aU cI the real estate In the CommonweaJth of PennsylvanIa fA said Decedent, that the valuatIOn pJaced opposite each Item or said Inventory represents lis fair value as cI the date of the Dec:edent's death, and that Decedent owned no real estate outside of the Commonwealth cI Pennsylvania except that which appears In a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and conect. I/We understand that faJse statements herein are made subject In the penalties d 18. Pa. C.S. SectIon 4904 relating to IJl'lSVOIl falsification In authorities. Name of Attorney: I.D.No.: Address: n/a Personal ReplHentative GERALDINE SHBTTLE ~.~ Dated: ::( -? - 01 180 CHURCH ROAD ETTERS, PA J.73J.9 938-1594 Telephone: Description SEE ATTACHED SCHEDULE E Value 6,074 SEB ATTACHED SCHEDULE F 1,683 Total: $7,757 (Attach Additional Sheets if necessary) 130481.1 VIIITl ~~) C:::) c:.:.:> -oJ -111 r>1 '-0 N C) "" - .. U"l -.J %- ~ REV-1&08 EX+ (e.G') COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ESTATB OF EDNA POKE RLE NUMBER 21-06-0560 Include the pI'OCllIde of IliglIion and the dIIt the pIllCIIdI WI" IICelv8d by lilt I11III. AI praperIy ~ wllllIgIItot....... muI. dIIcIaIed on ac...... F. I1EM NUMBER 1 0ESCRIP110N New CUmberland Federal Credit Union - Savings ale 002560 VAlUEATDt\11: OF DEATH 6,074 TOTAL (Also enter on line 5, Recapitulation) S (Ifmont IIplIClII needId,lllI8It adcItiona' lII1eeIs of the A me fIize) 6,074.00 .. REV-1SQg &X+ (8-88) COMMON'M:ALllf OF PENNSYLVANIA INHERITANCE 'JlIU( RETlIRN RESIDeNT DeCEDENT ESTATE OF RLE NUMBER ESTATE OF EDNA POKE 21-06-0560 If In IIIItWl.llllde joiII wIIIiI 011'''' of... decedeRt'I dIIe of .......1111I.. 1Ie.1IJIOfIed on SdIIduJe G. SURVIVWGJOINTTENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT SCHEDULE F JOINTLY..OVVNED PROPERTY A.GERALDINE SHETTLE 180 CHURCH ROAD ETTERS, PA 17319 DAUGHTER B. c. JOINTLY-OWNED PROPERTY: lETTBl ORE De8CIllPnON OF PllOPEIl1Y "OF OOEOF DEATIf I1BI FllR .DIll' IIADE IIlCl.l<<IE IWIEOF FllWlCW.IIl8I1M1OIl MIl lIMKM:COUIIJ IIIl&Il OR S1ll1lAR DATE OF DEATIf llECll'S WIlE OF IIllIlIER TEIIiUfT JOINT IlEIl11FVIlG NUIIIEllAlTM:ll DEED FllR .IOIIITI.Y-HaD IlfAI. ESrIllE lIlLllE OF AS8ET IIfTERESr DECEIlEN1'8INTEREST 1. A. 2000 CITIZEN CHECKING ACCOUNT 3,367 50 1,683.50 TOTAL (Also enter on line 6, Recaptulation) $ 1,683.50 (If more splIC8 II needld.ln8erllCfdlllonel &IleeIB offlle .me lIlze) ........-- -- ~ '....--- " a W _, ~ ?f r--- '--'iil t;; ~cn:='t; t.q~ Dc::lCl:M..... M Q...t--lCC('o')(DcS Ulo <cwr"---:E" ~o .CI...CD-.........<t: ~o (/) C/) ~ . - W ::) 3: LL.. W .....J -=-- I - I :----- (V) ---- ;;; ~ ~ :_= = - ~ IliJlt: ~ ~~.. ~ l"l"1 0 Q~ 4t ~' ~ ~. :) ~' 1['. VI i:' ~~.~ ~ ii- \...' ."r 2001 F EB 20 p.i i i !; ~ 0 ,-.." r"-"; r I,j\.~:.. '\ nR.r;i'.![. ......... ~,..:~.:; "',r",j ,,,", I 1". ~ ' , ~ ~ ~ ! ~ ~ ~ ~ ~~CI)~ ~ ~ ~ tk ~ ~ ~ ~ &L Q ~ g, " ~ 'f ~ ~ ~' '"~~~ G ~ .--a ~:a~~ ~~O