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Home My WebLink About04-03-08 .-J 1505bOt..;1158 REV -1500 EX (06-05) OFFIC,AL USE ONLY Pt.. Department 0'1' Revenue Bureau of indivioual Taxe: PC BOX 28060' Hac"lsbuf\;, OL. ',--,28-0601 :;oum'v Coo€- 'y.ea~ ;:: i~~- t\lU noel 21 O? 0036 INHERITANCE TAX RETURN RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 476-18-5497 01082007 01241921 Decedent's Last Name Suffix Decedent's First Name TRUSSELL, JR. JOHN B.B. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN Jl..PPROPR.IAT= BOXES BELOW o o [Xl o []] 2, 04a, o 7, 010, D D 3, Remainder Return (date of death prior to 12-13-82) 5, Federal Estate Tax Return Required Original Return Supplemental Return 4, Limited Estate Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust (Attach Copy of Trust) .'3...- 8, Total Number of Safe Deposit Boxes Spousal Poverty Credit (date of death D 11, Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT. tK:3 SI;;CTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone NwnbQ,- 6, Decedent Died Testate (Attach Copy of Will) 9, Litigation Proceeds Received RICHARD C. SNELBAKER 717-697-8528 Firm Name (If Applicable) REGISTER OF WillS USE ONLY ,..., c:::> = cO !O ::0 . c,..) SNELBAKER & BRENNEMAN, p . C . First line of address ~ g:~ pg-oO :;;1 ~ to ~.:o O(J)7' & 44 WEST MAIN STREET Second line of address P.O. BOX 318 City or Post Office State ZIP Code MECHANICSBURG PA 17055 - ..... ~. MI MI :J:II' :s: ce .r f.A> Correspondent's e-mail address: Under penalties of perjury, , 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 than the personal representative is based on all information of which preparer has any knowledge, URN DATE '\:- "31 vv\.~~\.\. oz.e, DUNCAN B. TRUSSELL, CO-EXECUTOR OAT I wI' SELL, III, CO-EXECUTO HER THAN REPRESENTATIVE C. SNELBAKER, ESQUIRE 44 WEST MAIN ST., MECHANICSBURG, PA PLEASE USE ORIGINAL FORM ONLY Side 1 L 6M4647 3.000 15056041158 15056041158 --I --I 15056042159 REV-1500 EX Decedent's NameT R U SSE L L, JR. 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) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D 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). 11. Total Deductions (total Lines 9 & 10). . . . 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) . 14. Net Value Subject to Tax (Line 12 minus Line 13) Decedent's Social Security Number 476-18-5497 JOHN 8.8. . 1. 0.00 . 2. 2526.00 . 3. 0.00 .4. 0.00 . 5. 0.00 . 6. 0.00 . 7. 0.00 . 8 2526.00 . 9. 15.00 10. 0.00 11. 15.00 12. 2511.00 13. 0.00 14. 2511.00 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 .oll... 0 . 00 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 2511.00 0.00 0.00 19. TAX DUE . . . . . . 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056042159 6M4648 2.000 15. 0.00 16. 113.00 17. 0.00 18. 0.00 19. 113.00 [iJ 15056042159 --I REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME TRUSSELL, JR. STREET ADDRESS File Number 0036 JOHN B.B. CUMBERLAND COUNTY CITY MECHANICSBURG STATE Tax Payments and Credits: 1, Tax Due (Page 2 Line 19) 2, Credits/Payments A. Spousal Poverty Credit 8, Prior Payments C, Discount (1) 113.00 0.00 0.00 0.00 Total Credits (A + B + C) (2) 0.00 3, Interest/Penalty if applicable 0, Interest E, Penalty 3.98 0.00 0.00 TotallnterestlPenalty (D + E) (3) 4, If Line 2 is greater than Line 1 + Line 3, enter the difference, This is the OVERPAYMENT. Fill in box 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) A Enter the interest on the tax due, (5A) 116.98 B, Enter the total of Line 5 + 5A This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 3.98 116.98 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1 , Did decedent make a transfer and: 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; 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3, Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes D D D D D [K] 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, [K] No [K] [K] [K] [Xl 00 D 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. g9116 (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) (i1)], 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. F or 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 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. g9116(1.2) [72 P.S, g9116(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, g9116(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, 6M4671 1,000 REV-1503 EX. (5-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE 8 STOCKS & BONDS FILE NUMBER John B.B. Trussell. Jr. 21 07 0036 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 2,526.00 1. Xerox Corporation 150 shares of common stock valued at $$16.84 per share TOTAL (Also enter on line 2, Recapitulation) $ 2,526.00 3W4696 1.000 (If more space is needed, insert additional sheets of the same size) REV-1511 EX. (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF John B.B. Trussell. Jr. ITEM NUMBER A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees Debts of decedent must be reported on Schedule I. DESCRIPTION State Zip Claimant 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Street Address City Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 State Zip Register of Wills filing fee for Supplemental Inheritance Tax Return FILE NUMBER 21 07 0036 7W46AG 1000 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 15.00 $ 15.00 REV-151:J EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John B B Trussell. Jr NUMBER I 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] John B.B. Trussell, III 209 Running Deer Drive Hopkins, SC 29061 One Half of Residue: 1,255.50 2 Duncan B. Trussell 1519 North Front Street, Apt 6-J Harrisburg, PA 17102 One Half of Residue: 1,255.50 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21 07 0036 AMOUNT OR SHARE OF ESTATE Son Son 1,255.50 1,255.50 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 3W46AI 1.000 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) $ 0.00