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Home My WebLink About02-11-08 -.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '*' Bureau of Individual Taxes ' !1Iii, PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 1020 Date of Birth '172-24-9462 05/05/2005 05/09/1920 Decedent's Last Name Suffix Decedent's First Name MI Brewbaker Elmer s (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number 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 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 D1REC1ED TO: Name Daytime Telephone Number . " (~ (717) 243-74$7 4. Limited Estate . 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o 8. Total Number of Safe Deposit Boxes Tricia 0 Naylor -.r', Firm Name (If Applicable) Law Office of John C Os 2.0 stow I c. 2- r'-\ \ : '., .:::) REGISTER OF wt{.;L~VSE ONLY -.j, j, First line of address !.._~~ 104 S Hanover St. l..f) Second line of address (~,) ..r--' City or Post Office State ZIP Code DATE FILED Carlisle PA 17013 Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other n the personal representative is based on all information of which preparer has any knowledge. SIGNATU; N 9ATE 2.j III O<r rATE zlll oS- 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --1 ...J 15056052059 REV-1500 EX Decedent's Name: Elmer S Brewbaker RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 3. 4. Mortgages & Notes Receivable (Schedule D) . . 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). . . 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) . 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . 12. . . 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) XO_ 15. 16. Amount of Line 14 taxable at lineal rate XO 45 1,432.74 16. '17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 119. TAX DUE. ... . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L 172-24-9462 Decedent's Social Security Number 1. 2. 4. 8. 9. 15056052059 2,357.00 2,357.00 924.26 1,432.74 64.47 64.47 --I REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Elmer S Brewbaker STREET ADDRESS 50 Big Spring Ave File Number 21 07 1020 DECEDENT'S SOCIAL SECURITY NUMBER 172-24-9462 CITY Newville STATE PA ZIP 17241 Tax Payments and Credits: 1, Tax Due (Page 2 Line 19) 2, Credits/Payments A Spousal Poverty Credit B, Prior Payments C, Discount (1) 64.4 7 Total Credits (A + B + C ) (2) 3, Interest/Penalty if applicable 0, 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. (5) (SA) (58) 64.4 7 968 74.15 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, 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 b, retain the right to designate who shall use the property transferred or its income; .................................."........ ~ 0 c, retain a reversionary interest; 01...".....................,......,................................,............,......,..................,,,.............. IXI 0 d, receive the promise for life of either payments, benefits or care? ,,""""""""""""""""""'''''''''''''''''''''''''''''''' IXI 0 2, If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? "'" ",...""...""...""... ",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""""'"'' ",,""""'''''''''''' !25:] 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? ...,..,.............,..,..................................,................,..............................."......,.... ~ 0 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. S9116 (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. S9116 (a) (1.1) (ii)l. 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 zero (0) percent [72 PS, s9116(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, S9116(1.2) [72 P,S, s9116(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, S9116(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* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Brewbaker, Elmer S FILE NUMBER 21-07-1020 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION 40 shares Prudential Financial common stock CUSIP 744320102 VALUE AT DATE OF DEATH 2,357.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,357.00 REV-1511 EX+ (12.99)W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Brewbaker, Elmer S FILE NUMBER 21-07-1020 Debts of decedent must be reported on Schedule 1. 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. Attorney Fees 637.50 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. Legal advertising 8 Filing Fees 74.00 177.76 35.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 924.26 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Brewbaker, Elmer S SCHEDULE J BENEFICIARIES FILE NUMBER 21-07-1020 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)] 1 Linda Kennedy 5132 Wengers Mill Rd, Linville, VA 22834 daughter 1.00 2 Nolan E Brewbaker Box 52, Walnut Bottom, PA 17266 son 477.25 3 Norman Shughart 551 Middle Rd, Newville, PA 17241 step-son 477.25 4 Judy Shughart Davis 19325 Erin Tree Court, Gaithersburg, MD 20879 step-daughter 477.24 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 II - 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)