The URL can be used to link to this page

Home My WebLink About01-31-08 (2)P E V-15017 EX (6-00) COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN HARRISBURG, PA 17128-0601 RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Z Shoemaker ,III John V 0 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) w 6/1/2006 3/2/1931 Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICWL USE ONLY 21 - 06 0474 _ _ _ COUNTY CODE YEAR NUMBER iOCIAL SECURITY NUMBER 162-22-2824 ~.+~~ nciurcn must 8E FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIA L SECURITY NUMBER w Q ~ 1. Original Retum ~ 2. Supplemental Return - - ~ 3 Remaind R t w aU ~ 4. Limited Estate 0 4a. Future Interest Compromise (dat f d . er e um (date of death prior to 12-13-82) 0 V am ~ 6. Decedent Died Testate (Attach f e o eath after 12-12-82) ~ 5. Federal Estate Tax Return Required o_ Q copy o WII) 9 Liti anon Proceed R i 9 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Total Number of Safe Deposit Boxes . s ece ved 10. Spousal Poverty Credit (date of death between iz~si-et aid i-f-ssl ~ 11. Election to tax under Sec. s1 tsrAi,~..__~ ~_.,., z 0 z 0 w 0 U ~ ~~+~. rvi~o I DC t,VMYLt I ED. ALL CORRESPON VAME Richard C.Snelbaker FIRM NAME (If Applicable) Snelbaker & Brenneman,P.C TELEPHONE NUMBER 717-697-8528 AND CONFIDENTIAL TAX INFORMATION COMPLETE NIAILING ADDRESS 44 West Main Street Mechanicsburg, PA 17055 Z _O F- g F- d Q U w a' 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Persona! Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 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) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (11> 0.00 (12) 155.18 (13) O. DQ (14) SHOULD. BE DIRECTED TO: 155.18 stt Ins I htIJGTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax zo rate, or transfers under Sec. 9116 (a)(1.2) 0 • QO x 0 0 (15) O 00 ~ ~ 16. Amount of Line 14 taxable at lineal rate 155 . 1 B 45 x o (1s> 6 o- 17. Amount of Line 14 taxable at sibling rate 0 00 . ._ x .12 (17) 98 0 , 00 O U 1 8. Amount of Line 14 taxable at collateral rate 0 • 00 X x .15 (18) Q , 00 Q H 1 9. Tax Due (19) 6 98 > > BE SURE TO ANSWER ALL QUESTION S ON REVERSE SIDE AND RECHECK MATH < < 3 W 4645 1 .000 0.00 0.00 0.00 0.00 5.18 0.00 0.00 OFFICIAL USE ONLY t:) ~- ., ~~~, ~-~ 0 -: L".` -; ~% , ~.-n. :,-. - - w _`~_~ W (B) - fV 155.18 0.00 o-nn ~~~~ ~eceaent's complete Aaaress: STREET ADDRESS lShoemaker Lane, Silver Spring Township Cumberland County CITY STATE ZIP Mechanicsburg PA 17050- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) 6.98 Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) (3) 0 .50 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (4) 0.00 (5) (5A) (56) 7.48 0.00 7.48 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; . b. retain the right to designate who shall use the property transferred or its income; . ~ 0 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 without receiving adequate consideration? 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Robert Fisher, Executor Richard C. Snelbaker, Esquire 6 Johns Drive, Mechanicsburg, PA 17050 44 West Main Street, Mechanicsburg, PA 17055 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 3 [72 P.S. § 9916 (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 0% [72 P.S. § 9116 (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 0% [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 4.5%, 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 12% (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 v~ith the decedent, whether by blood or adoption. 3W4646 1.000 0.00 0.00 0.00 0.50 0.00 REV-1508 EX + (6-g8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8r MISC. PERSONAL PROPERTY t51Alt VF FILE NUMBER John V. Shoemaker III 21 06 0474 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALU E AT DATE DESCRIPTION OF DEATH 1 Royal Ahold N.V. Securities and ERISA Litigation I 155.18 cash proceeds from litigation settlement TOTAL Also enter on line 5, Reca itulation $ 155.16 swgsno i o00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+(g_00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES hn V (UMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Dianne Liberator 170 East Penn Street Carlisle, PA 17013 All of Residue: 155.18 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter FILE NUMBER 06 0474 _ AMOUNT OR SHARE OF ESTATE 155.18 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: I A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 15 0 0 0 awasai , o00 (If more space is needed, insert additional sheets of the same size)