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Home My WebLink About04-27-07 --.J 15056051058 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 IN~~~;r::N;E ;~~~1~RN ?,Oxle Yea6 '1 Fi~'!f6'6 Date of Birth 215-16-7080 02/10/2007 08/06/1921 Decedent's Last Name Suffix Decedent's First Name MI RUTLEDGE MR GEORGE T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI RUTLEDGE MRS LOUISE M Spouse's Social Security Number 221-14-9373 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4. Limited Estate 4a. Future Interest Compromise (date of death atter 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes G. Philip Rutledge Firm Name (If Applicable) Bybel RutledgeLLP } "._--" REGISTER of:~~usEoN~:: ::::J First line of address f') -,I 1017 Mumma Road -n Second line of address ;'j Suite 302 r,.) City or Post Office Lemoyne State ZIP Code DATe-FiLED C) co PA 17043 Corre~pondent's e-mail address: Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge. ~~:pfidl:NGRETUR:_____ _____ _--1)::(d2 .. .. s,{~ru~~t!~~R ~1f,,~~~fE-64tf'Lt;r 67' -.L/t_/.?-'so.--D','rE---.. ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -.J ~~ ---.J 15056052059 REV-1500 EX Decedent's Name: GEORGE T RUTLEDGE RECAPITULATION 1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) SepClrate Billing Requested . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . . . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10)... . ..... . . .. .. . ....... . . .... . .. ... 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. NetValueSubJecttoTax (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 00 42,994.81 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X. 15 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 Decedent's Social Security Number 215-16-7080 1. 2. 3. 4. 5. 6. 7. 42,994.81 8. 42,994.81 9. 42,994.81 15. 0.00 16. 17. 18. 0.00 15056052059 .-J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME GEORGE T RUTLEDGE - - ---------- - ~ --------------~-----_..._.~._._--~--_..._----_..__._- -- STREET ADDRESS 10 Westfields Drive File Number DECEDENT'S SOCIAL SECURITY NUMBER 215-16-7080 CITY Mechanicsburg STATE PA ZIP 17050 ~- Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 0.00 Total Credits ( A + 8 + C ) (2) 0.00 3. InterestJPenalty if applicable D. Interest E. Penalty ~------~_.__._--~----- TotallnterestJPenalty ( 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SA) (58) 0.00 0.00 0.00 0.00 0.00 A. Enter the interest on the tax due. 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: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 Ii] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 Ii] c. retain a reversionary interest; or.......................................................................................................................... 0 [iJ d. receive the promise for life of either payments. benefits or care? ...................................................................... 0 [iJ 2. If death occurred atter December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 Ii] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [K] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [i] D 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. 99116 (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. 99116 (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 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. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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. ",.""",-,,," '* COMMONWEAlnl ~ peNNSYLVANIA INHERITANCE TAX RETURN P.E.S\DENi OEceo&NT SCHEDULE G tNTER-VlVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE Of George T. Rutledge FILE NUMBER This schedula 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. DESCRIPTION O~ PROPERlY % OF ITEM INCLUDE TlE NAME 1$ TIE TRAN$FERf,I;, THEIR RaAnOHBHlP TO DCCEDENT N<<J nit OAT!: Of T~elt DATE OF DJ;A TH DE:CO'S I:XCLUSION TAXABLE VALUE NUMBER ATTACH A COPVOF TlE DEED FOR RK!.siME. VALUE OF ASSET INTEREST fA' IIPPUCMlE\ 1. 2104.494 shares AMCAP Fund A 42,994.81 100 42,994.81 IRA Louise Rutledge, beneficiar' TOTAL (Also enter on line 7, Recap<<ulation) $42,994.81 (If more space Is needed. insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF George T. Rutledge FILE NUMBER NUMBER I RELATIONSHIP TO OeCEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Li9tTrustee(s) TAXABLE DISTRIBUTIONS [il'\Clude oub'ight spousal distributions, and transfers under Sec. 0116 (a) (1.2)] Louise M. Rutledge spouse 1. AMOUNT OR SHARE OF ESTATE 100 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1SQO COVER SHeET n NON-TAXABLE OlSTRIBUTIONS: A. SPOUSAL DISTRIButIONS UNDER SE:CTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRI6UilONS 1. TOTAL 01= PART n - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $ (If more space is needed, Insert additional sheets of the same size) \ : t i ~ \ ii ,. "il --.sa "'i ~s:a ~~ ga- "i ~\~ ~ - ~ ~ ~ IE o \g ~;~ ~\ r-\ ~'\ ~ ~ ~ ('f"I ~ l> g t- ~ <f t _ %~ ~ ~~ 0 t-~t - '3 ~ ~I.f) (1) - -ott) C ~ c() CO(/)-c-- ~(1)O (J)~(J)':;: ::::~';:) $';:)0<( 'O'€o... O~';:) p _OO~ (1) ~ 0 <1! iii C (1):.s '0, ';:) C w (1)000 etO -- ---- --- --= ..--:: -= -= - -= .-,:: ~ -:: -:: =; - - -=== ~ - - - -:: -~-- ('.\ () ''', ':'\ \... t'f) \....\ i.'f) "() )-\1 t'i) .t'" "'\ toO' \,'" 'J'''' ----- --