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Home My WebLink About05-17-07 (2) --.J ent of Revenue I dividual Taxes 0601 PA 17128-0601 MATION BELOW Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT 21-07-0 15 15056041114 -1500 EX (06-05) PA D8\J Burealll PO BOX Harrisb ENTER DECEDENT INF Social Security Number 101-12-0121 Decedent's Last Name OFFICIAL USE ONLY County Code Year File Number Date of Birth 01302007 09261921 Suffix Decedent's First Name MI ALBERTA SCOTT (If Applicable) Enter Su ing Spouse's Information Below Spouse's Last Name Suffix E . TION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATIOlfSHpuLD BE D1~CTED TO: Daytime TelePhon~~~~er :::~ . _,L'r- 717-243-5~jirl! -1 c,':' '>~._~ o 4. Limited Estate Spouse's Social Security FILL IN APPROPRIATE CD 1. Original Return ALS BELOW CD 6. Decedent Died Te$ (Attach Copy of '1\111 o 9. Litigation proceell$ CORRESPONDENT - THI$ Name STEPHEN Firm Name (If Applicabl FREY & TILEY First line of address 5 SOUTH HANO Second line of address City or Post Office CARLSIEL SIGNAT ADDRESS STEPHEN D. tI~EY, L 1510 :6041114 Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS o o o o 2. Supplemental Return o o o 8. Total Number of Safe Deposit Boxes 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 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) o 11. Election to tax under Sec.,..~! 13(A) (Attach Sch. 0)5:; REGISTER OFWIJ;.L;.lttJSE .y (;2-~n -:::~\ <-" W DATE FILED State ZIP Code PA 17013 15': ").OtJ '7 DRIVE, APT. 204, CARLISLE, PA 17013 5 SOUTH HANOVER STREET, CARLISLE, PLEASE USE ORIGINAL FORM ONLY PA 17013 Side 1 15056041114 --.J ~ -l 15056042115 2. 0.00 67779.00 Decedent's Social Security Number 101-12-0121 Decedent'sNam: ALBERTA SCOTT RECAPITULATION 1. Realestate(~ h duleA)........................................... 1. NONE L 3. 2. poration, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. NONE 60874.00 4. o s Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. NONE I 5. sits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 18281. 00 6. Jointly Owm~<Il operty (Schedule F) DSeparate Billing Requested. . . . . . .. 6. NONE 7. Inter-Vivos tn n fers & Miscellaneous Non-Probate Property (Schedule Q) DSeparate Billing Requested. . . . . . . . NONE 7. 8. 8. 79155.00 9. Funeral Ex~ s s & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . .. 9. 11306.00 10. nt, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10. 70.00 11376.00 11. 67779.00 12. 13. tate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. overnmental Bequests/See 9113 Trusts for which has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . ., 13. 14. Net Value 14. TAX COMPUT N . SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of ~i e 14 taxable at the spousal t: x ate, or transfers u~~ ec. 9116 (a)(1.2) X .~ i 15. 16. Amount of ~I at lineal ra* 16. 17. Amount of taxable at ~i i 17. 18. Amount of ~i 14 taxable at collater~1 ir t X . 15 67 7 7 9 . 0 0 18. 0.00 0.00 0.00 10167.00 19. 15056042115 -l . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 10167.00 AL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side 2 Tax Payments and I ., dits: 1. Tax Due (Page 2 Line 2. Credits/Payments I A. Spousal Poverty crt i B. Prior Payments C. Discount I i 3. Interest/Penalty if appli 01 D. Interest E. Penalty REV-1500 EX Page 3 Decedent's Complete DECEDENT'S NAME ~LBERT A SCOTT STREET ADDRESS 9 ALLIANCE DRIVE APT. 2 CITY CARLISLE 4. If Line 2 is gre1ater thar Fill ino 101-12-0121 dress: File Number 21-07-0115 DECEDENT'S SOCIAL SECURITY NUMBER 101-12-0121 I STATE IPA I ZIP 117013 (1 ) 10167.00 Total Credits ( A + B + C) (2) 0.00 Total Interest/Penalty ( D + E) (3) n 1 + Line 3, enter the difference. This is the OVERPAYMENT. n Page 2, Line 20 to request a refund. (4) 0.00 0.00 5. If Line 1 + Line 3 is grE el than Line 2, enter the difference. This is the TAX DUE. (5) (SA) 10167.00 A. Enter the-interest 01 IE tax due. B. Enter the total of Lil 5 SA. This is the BALANCE DUE. (5B) 10167.00 Make Check Payable to: REGISTER OF WILLS, AGENT " '." \ . ". ','>, . , PLEASE 1E FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decede a. retain tt b. retain t c. retain a No [gJ [gJ [gJ [gJ [gJ [gJ In ake a transfer and: Yes u~ e or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 ri ht to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . .. 0 v rsionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 0 o o o ( iNn an Individual Retirement Account, annuity, or other non-probate property which n ficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 [gJ 11 THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. d. receive t e romise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death 00 r d after December 12,1982, did decedent transfer property within one year of death without ree i i g adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did deced Nn an "in trust for" or payable upon death bank account or security at his or her death? . . 4. Did deced contains a IF THE ANSWER TO AN For dates of death on or a the use of the surViving s~ For dates of death on or a zero (0) percent [72 P.S. requirements for disclosu r July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for e is three (3) percent [72 P .S. 99116 (a) (1.1) (i)]. r January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 6 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory o assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or ~ ~l July 1, 2000: The tax rate impo$ed on et value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parer t adoptive parent, or a stepparent of the child is zero (0) percent [72 P .S. 99116(a)(1.2)]. The tax rate imposed on (4.5) percent, except as r The tax rate imposed on the is defined, under section 91 et value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half e in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. ~l 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 , s an individual who has at least one parent in common with the decedent, whether by blood or adoption. 217 REV-1503 EX+ (6-98) SCHEDULE B COMMONWEAL l'H OF PEN ANIA STOCKS & BONDS INHERITANCE TAX RE ~ RESIDENT DECEDI ESTATE OF FILE NUMBER Scott Alberta 21-07-0115 ~ property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. U.S. Savir ond No. 2561762 EE - $5,000 Face Value - See Schedule Attached 4,458 2. U.S. Savil ond No. 2561763 EE - $5,000 Face Value - See Schedule Attached 4,458 3. U.S. Savir 30nd No. 2561474 EE - $5,000 Face Value - See Schedule Attached 4,458 4. U.S. Savil 30nd No. 2561765 EE - $5,000 Face Value - See Schedule Attached 4,458 5. U.S. Savi rs Bond No. 2561766 EE - $5,000 Face Value - See Schedule Attached 4,458 6. U.S. Savi s Bond No. 2561767 EE - $5,000 Face Value - See Schedule Attached 4,458 7. U.S. Savi s Bond No. 4590566 EE - $10,000 Face Value - See Schedule Attached 8,716 8. U.S. Savi s Bond No. 4730094 EE - $5,000 Face Value - See Schedule Attached 4,358 9. U.S. Savi s Bond No. 5084001 EE - $10,000 Face Value - See Schedule Attached 7,316 10. U.S. Savi s Bond No. 5084002 EE - $10,000 Face Value - See Schedule Attached 7,316 U.S. Savi Bond No. 5570946 EE - $10,000 Face Value - See Schedule Attached 6,420 TOTAL (Also enter on line 2 Recaoitulation) $ 60874 (If more space is needed, insert additional sheets of the same size) ALBERTA SCOTT 9 ALLIANCE DR, APT 2 CARLISLE, PA 101-12-0121 Redemption Date: 02/28/2007 17013- Transaction Number: Serial Number Denom Issue Date Issue Price Interest Earned 4344059026 Redemption Value 2561762 $5,000.00 05/ 1993 $2,500.00 $1,958.00 $4,458.00 2561763 $5,000.00 05/ 1993 $2,500.00 $1,958.00 $4,458.00 2561764 $5,000.00 05/ 1993 $2,500.00 $1,958.00 $4,458.00 2561765 $5,000.00 05/ 1993 $2,500.00 $1,958.00 $4,458.00 2561766 $5,000.00 05/ 1993 $2,500.00 $1,958.00 $4,458.00 2561767 $5,000.00 05/ 1993 $2,500.00 $1,958.00 $4,458.00 4590566 $10,000.00 02/ 1994 $5,000.00 $3,716.00 $8,716.00 4730094 $5,000.00 02/ 1994 $2,500.00 $1,858.00 $4,358.00 5084001 $10,000.00 02/ 1997 $5,000.00 $2,316.00 $7,316.00 5084002 $10,000.00 02/ 1997 $5,000.00 $2,316.00 $7,316.00 5570946 $10,000.00 07 / 2000 $5,000.00 $1,420.00 $6,420.00 Total number of bonds II' emed: 11 Spring Garden Office 100 South Spring Garden Street Carlisle, PA 17013 (717) 240-4525 i 217 REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PE S LVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX rL N PERSONAL PROPERTY RESIDENT DECF' ESTATE OF FILE NUMBER Scott Alberta 21-07-0115 nclude the proceeds of litigation and the date the proceeds were received by the estate. "II orooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 M1& T Ban b ecking Account No. 1169971 - See Statement Attached 12,188 960 Walr II ottom Road, Carlisle, PA 17013 2 State Far Insurance Refund 229 One Stat rm Drive, Concordville, PA 19339 3 Year 200 ick Century Automobile VIN 2GV\ ~ J4Y1318559 See cop' f itle, and Graham Motor Company, Inc. valuation, attached 5,000 4 Horizon IE Cross - Blue Shieldof NJ - Refund of insurance premium 78 5 Direct DE )l it to personal checking account received after death M&T Bal hecking Account No. 1169971 Receive r( m MetLife Pension Administrative Services 709 6 State Fa nsurance additional refund 9 7 Central n Refund 68 I I I TOTAL (Also enter on line 5, Recapitulation) $ 18,281 (If more space is needed, insert additional sheets of the same size) I! Bank . S oro, DE 19%6 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 February 16, 2007 Frey & Tiley Attorn~ys A 5 Sout)) Han Carlisle, Pen w Street lvania 17013 Estate of: Alberta Scott Social Security: 101-12-0121 Date of Death: Januarv 30, 2007 Dear Sir or Per your inquiry deposit With this Please be advi d February 13,2007, please be advised that at the time of death, the above-named decedent had on the following: 1. Checking Account 1169971 (Names of) Alberta Scott * ate 04/20/93 Closed 02/14/07 n Date of Death $12,188.30 $ 0.00 $12,188.30 ere was no safe deposit box found for the above decedent. unt information, regarding ownership, closures and/or reimbursement of funds, etc., please call ce # 717-240-4524. Sincerely, ('\) W 01 ('\) Ul ex:> o ex:> , February PON11AC. To Who The 200 ~E <!) ~ mE TRUCKS 007 Graham Motor Company, Inc. ick Century VINNumber 2G4WS52J4Y1318559 has a value of $5,000.00. 1402 I Pike, Carllsle, Pennsy'vanIa 17013 . Telephone 717-243-3066. FAX 717-249-7998- 217 REV-1511 EX + (12-99) SCHEDULE H COMMONWEALtH OF PEN! ~1 ,JANIA FUNERAL EXPENSES & INHERITA~;E TAX R 'R ADMINISTRATIVE COSTS RESIDE T DECEQ ESTATE OF FILE NUMBER Scott Alberta 21-07-0115 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL :F ENSES: 1. Hoffman-: t Funeral Home 6,547 ChapelP t at Carlisle: Plot, Grave Marker, LeTort Cemetary 800 B. APMINIS1 IVE COSTS: 1. Personi i e resentative's Commissions ar e of Personal Representative (s) :x al Security Number(s) I EIN Number of Personal Representative(s) et Address ill State Zip e! res) Commission Paid: 2. Attorn~ eE (Frey & Tiley) 3,500 3. Family ption: (If decedent's address is not the same as claimant's, attach explanation) la mant tr et Address i~ State Zip e tionship of Claimant to Decedent 4. Pro bat 98 5. Accout t' Fees (Included In Attorney's Fees) 6. Tax REi n reparer's Fees (Included In Attorney's Fees) 7. Filing Fe fc Inheritance Tax Return 15 8. Advertis Cumberland Law Journal 75 9. Advertis The Sentinel 137 10. !Register Vilis - Additional Short Certificate 4 11. Reserve Ie Account 130 TOTAL (Also enter on line 9 Recaoitulation) $ 11 306 (If more space is needed, insert additional sheets of the same size) " REV-1512 EX+ (12-03) SCHEDULE I COMMONW~EH OF P ~ YLVANIA DEBTS OF DECEDENT, INHERITA CE TAX URN MORTGAGE LIABILITIES, & LIENS RE!':ID NT DEe I T ESTATE OF FILE NUMBER Scott Alberta 21-07-0115 Report ~ebts inc lei by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Belvedere id cal Corp. 35 2. Borpugh of: allisle tax Account (Per Capita Tax) 5 3. Ch$cks CIE re J After Death - Personal Checking Account - M&T Bank No. 1169971 30 TOTAL (Also enter on line 10, Recapitulation) $ 70 (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEAUTH OF P N YLVANIA INHERITA~CE TAX :1 RN RESIDFlNT DECFlrllE' T ESTATE OF Scott Alberta NUMBER I. , NAME: NI ADDRESS OF PERSON(S) RECEIVING PROPERTY T AXA~LE DISTI' I U IONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER 21-07-0115 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE a Frances B. La e ce, 9 Alliance Drive, Apt 204, Carlisle, PA 17013 Friend b Judith Harris, III Rockport Mclllwain Road, Holladay, TN 38341 II. ENT~R DOLI) NONjTAXABLI A. SPOUSAL Fiend 50% 50% "'I OUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET IS RIBUTIONS: T IBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITAe " NO GOVERNMENTAL DISTRIBUTIONS TotAL OF P 1_ ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ o """'" ,~ LAST WILL AND TESTAMENT OF ALBERTA SCOTT I, Alberta Scott, of the Borough of Carlisle, (770 South Hanover Street), Cumberland u ty, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby , publish and declare this as and for my Last Will and Testament, hereby revoking and g void any and all Wills and Codicils heretofore made. '8 ~ ~ FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may nvenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and ration-skipping transfer tax payable as a result of my death, not limited to taxes attributable to rty passing under this Will, shall be paid by my Executor from my residuary estate, including art of my residuary estate that otherwise qualifies for a deduction for federal estate tax oses, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or ration-skipping transfer tax shall be payable from or chargeable to any property that passes to urviving spouse, whether under this Will or otherwise, and that qualifies for the federal estate arital deduction. I direct my Executor not to seek reimbursement for any tax so paid from any n ficiary under this Will, heir of mine, or other transferee of property included in my gross e. SECOND .~".';"'.'..j.....j ~!ii .~ '~1 , ,....:...".'.'.,... :J." " ,14i.! I ' i ~ I I declare that I am unmarried and that I have no children. Although I have not made any ision in this Will for my brothers William Scott, Harvey Scott,and Lawrence Scott, nor for my es and nephews, I would like to take this opportunity to express my love and affection for THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever ame may be situate, I give, devise and bequeath in two equal shares, per stirpes and not per p ta, to my friends, Frances B.Lawrence of the same address as me, and Judith Harris, of Route ox 139A, Holladay, Tennessee, their heirs and assigns, provided they shall survive me by a of ninety (90) days. In the event that either of my said friends should predecease me or fail 've me by the aforesaid period of ninety (90) days, then in such event the share which ld have passed to that friend shall instead pass to the other. FOURTH I hereby nominate, constitute and appoint my friend Frances B. Lawrence, of the same ss as me, as Executrix of this my Last Will and Testament. In the event of the renunciation, , resignation or inability to act for any reason whatsoever of Frances B. Lawrence, I 'nate, constitute and appoint Judith Harris, of Route I, Box 139A, Holladay, Tennessee, as utrix of this my Last Will and Testament ! further direct t."at no bond or other security shall uired of any Executor or Executrix appointed in this Will for the performance of his, her or uties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor xecutrix may be used interchangeably in this Will and shall refer to any Executor or Executrix inted in this will, or any other Administrator appointed by a court of competent jurisdiction. FIFTH , i \1 ,,'I H ;'1 '\.\ In addition to, and not in limitation of, the powers conferred by law or by other provisions is Will, my Executrix shall have the following powers, each of which may be exercised from to time by my Executrix in her sole discretion: '1 I ", 1 'I'! 'i (I ',j . i ;'1 , I \,:1 '. ...,.\. c ,- . I ! and To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. To manage both real and personal property. To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. To exercise any option or rights arising from the ownership of investments. To compromise claims without court approval and without the consent of any beneficiary. N WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will ment, written on two (2) pages, this 7th day of June, 1993. (l~~ J0t Alberta Scott . (SEAL) NWEALTH OF PENNSYLVANIA OF CUMBERLAND ) ) SS: ) e, Alberta Scott, Stephen D. Tiley, and Krista King, the Testatrix and the witnesses, ely, whose names are signed to the attached or foregoing instrument, being first duly o hereby declare to the undersigned authority that the Testatrix signed and executed the nt as her Last Will and that she had signed willingly (or willingly directed another to sign ) and that she executed it as her free and voluntary act for the purposes therein expressed, each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as s nd that to the best of their knowledge the Testatrix was at that Ii I lie eighteen (18) years of der, of sound mind and under no constraint or undue influence. (J &,1;.. hnr Alberta Scott ubscribed, sworn to and acknowledged before me by the Testatrix and the witnesses ab - amed, this 7th day of June, 1993. ~g..-("Md Notary Publi6 . Notarial Seal Connie J. Tritt. Notary Public Carlisle. Cumberland County My Commission Expires Oct. 5. 19!6 r t I I' I I I t'. > I~",;j i'..:; ;' ! 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