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Home My WebLink About05-22-07 ~ 15056051058 REV-1500 EX (06-05) PA Department of Revenue '*' Bureau of Individual Taxes . PO BOX 280601 Harrisburg, PA 17128-c601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 21 07 File Number 0396 Decedent's Last Name Suffix Date of Birth 11/16/1948 Decedent's First Name MI Robert C Spouse's First Name MI Ann C 174-40-4269 Williams (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Williams Spouse's Social Security Number 514-56-4425 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW <8) 1. Original Retum 2. Supplemental Retum 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 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 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes James D. Flower, Jr. Firm Name (If Applicable) Said is Flower & Lindsay (717) 243-6222 REGISTER OF WILLS USE ONLY; c.:~:) OJ First line of address 26 West High Street Second line of address City or Post Office Carlisle State ZIP Code PA 17013 1<) Correspondent's e-mail address: ADD ESS 404 South West Street, Carlisle, PA 17013 ------------- SIGNATURE OF PRE PARER OTH THAN REPRESENTATIVE DATE S-/1f-07 013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -I J .-J 15056052059 REV-1500 EX Decedent's Name: Robert C Williams RECAPITULATION 1. Real estate (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 Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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)................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 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 .0_ 111,077.64 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 15056052059 Side 2 L Decedent's Social Security Number 174-40-4269 0.00 17,481.64 0.00 0.00 0.00 97,290.00 0.00 114,771.64 3,694.00 0.00 3,694.00 111,077.64 0.00 111,077.64 15. 0.00 0.00 0.00 0.00 0.00 16. 17. 18. 15056052059 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Robert C Williams STREET ADDRESS 404 South West Street, Carlisle, PA 17013 File Number DECEDENTS SOCIAL SECURITY NUMBER 174-40-4269 CITY Carlisle I~STATE PA ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty --~-- ... Total Interest/Penalty (0 + 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) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (5B) 0.00 0.00 0.00 0.00 0.00 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. 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;.......................................................................................... D Ii] b. retain the right to designate who shall use the property transferred or its income; ............................................ D Ii] c. retain a reversionary interest; or.......................................................................................................................... D [iJ d. receive the promise for life of either payments, benefits or care? ...................................................................... D [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D Ii] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D Ii] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D Ii] 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..~9116 (a) (1.1) (ii)]. The statute does not exemDt 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 ofthe 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. REV-1503 EX+ (6-98* COMMONINEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Robert C. Williams FILE NUMBER 21-07-0396 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 268.0 shares MetLife, Inc., common stock @ $65.23/share VALUE AT DATE OF DEATH 17,481.64 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 17,481.64 REV-1509 EX+ (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Robert C. Williams FILE NUMBER 21-07-0396 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A, Ann C. Williams 404 South West Street, Carlisle, PA 17013 spouse B. C, JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 10/24/04 Land and buildings situate at 404 South West Street, Borough of Carlisle, 194,580.00 50% 97,290.00 r.llmhprl:mrl r.nllntv Ppnnc:vlv,mi", Ac:c:pc:c:Prl ""',, IP TOTAL (Also enter on line 6, Recapitulation) $ 97,290.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99>_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Robert C. Williams FILE NUMBER 21-07-0396 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: 1. DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative( s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City . State Zip Year(s) Commission Paid: 2. Attomey Fees 100.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Ann C. Williams Street Address 404 South West Street, Carlisle, PA 17013 City Carlisle State PA .Zip 17013 Relationship of Claimant to Decedent Spouse 4. Probate Fees 79.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Register of Wills, File Inheritance Tax Return 15.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,694.00 REV-1513 EX+ (9-00) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Robert C. Williams FILE NUMBER 21-07-0396 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)] Ann C. Williams, 404 South West Street, Carlisle, PA 17013 Spouse 111,077.64 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 $ (If more space is needed. insert additional sheets of the same size) MET: Historical Prices for METLIFE INe - Yahoo! Finance Page 1 of3 Yahoo! My Yahoo! Mail More New MfiIke y;!~ 8i:gnEipa:9Elp YAH~ FINAN~I; Web Search I Dow ... 0.27% Nasdaq 0.000/0 Wednesday, April 25, 2007, 9:21AM ET - U.S. Markets 01 11::11!E,lr..~Yr11"~21{.~L...... Symbol Lookup Finance Search On Apr 24: 64.52 OTri3de Smarter 1~,IFIIItJlIly Historical Prices I - Get Historical Prices for: .._m._,_,__j~ SET DATE RANGE Start Date: I~~~III U~- End Date: t~~~"I?qH" Eg. Jan 1, 2003 (!. Daily C Weekly C Monthly C Dividends Only 'l?~q? !l?~q?. -~1I .~ .',_.:,'_. .'<.-___:d__ " '_./\?- _,.' "'__'_"_'_'," d,,,,,__,f', ...~ ",__,.".,_)r~ - : . ...'_.,_._._,,,.,...._...___._._'z,/ '._.'_,_,___._"._ First I Prey I Next I last PRICES Date Open High Low Close Volume Adj Close* 20-Feb-07 64.95 65.71 64.52 65.61 1,926,400 65.61 16-Feb-07 64.65 65.12 64.60 64.85 2,617,300 64.85 * Close price adjusted for dividends and splits. First I Prey I Next I Last a Download To Spreadsheet ADVERTISEMENT J 11 n '1t.A""'~O___r\1 O__1__1fO___,,",A,A"""70.__1_r\1 0 __"""^O.I:...-"""^I'\,...,o-___l ....,I"'\~J......^^,., ~_....= - TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 04-21-0320-575. in the 2004 Tax Assessment Database DistrictNo 04 Parcel ID 04-21-0320-575. MapSuffix HouseNo 404 Direction S Street WEST STREET Ownerl WILLIAMS, ROBERT C & ANN E C/O PropType R PropDesc & WEST BAL TlMORE STREET Liv Area 2670 CurLandVal 30000 CurlmpVal 164580 CurTotVal 194580 CurPrefVal Acreage .21 CIGrnStat TaxEx 1 SaleAmt 120000 SaleMo 09 SaleDa 30 SaleCe 19 SaleYr 91 DeedBkPage 00351-00238 YearBlt 1902 HF File Date 10/22/2004 HF _Approval_Status A