The URL can be used to link to this page

Home My WebLink About04-29-08 .-J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* ~~~~~~~~~~uaITaxes INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death County Code Year 2 1 0 7 File Number 00862 Date of Birth 19722 094 7 o 8 2 2 2 0 0 7 09301926 Decedent's Last Name Suffix Decedent's First Name STEWART EDYTH MI M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix "NONE" 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 [Z] 1. Original Return o 4. Limited Estate o o 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 0 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 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o o o o 8. Total Number of Safe Deposit Boxes 2. Supplemental Return o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required R I C H A R D K H 0 SKI N SON 717 263 853 5 Firm Name (If Applicable) 1 4 7 E WAS H I N G TON STREET REGISTER OF WILLS USij..Q{IIL Y ("J => ,'0 = -:0 en ::r.1 ;::::.. ~_J ....._") -0 ..-- ;;0 :-:;S ~-:-,! N ,J) ;;, I.D H 0 SKI N SON & WEN G E R :~30~ \:J 3: First line of address Second line of address City or Post Office State ZIP Code Ail FILED C HAM B E R S BUR G PA 17201 N o Correspondent's e-mail address: Under penalties of pe~ury, 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 than the personal representative is based on a/l information of which preparer has any knowledge, SIGNATURE OF PERS N SPONSIBL~ FOR .J-J~G RETURN (&... '4>~' ADDRESS 73 F' Fa etteville Washington Street Chambersburg PLEASE USE ORIGINAL FORM ONLY PA 17201 Side 1 L 15056041125 15056041125 --.J <:..t.J --.J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: EDYTH M. STEWART RECAPITULATION 197220947 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) 0 Separate Billing Requested. . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested. . . . . .. 7. 525.00 8. Total Gross Assets (total Lines 1-7) 8. 5 2 5 . 0 0 .......................... . 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 7 6 6 3 . 1 1 ............... . 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) . . . . . . . . . . . . 10. 5 o . 0 0 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 7 7 1 3 . 1 1 12. Net Value of Estate (line 8 minus line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. - 7 1 8 8 . 1 1 13. Charitable and Governmental Bequests/See 9113 Trusts for which o . 0 0 an election to tax has not been made (Schedule J) ............. .....13. 14.. Net Value Subject to Tax (line 12 minus line 13) . . . . . . . . . . . . . . . . . . 14. - 7 1 8 8 . 1 1 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.O _ 16. Amount of Line 14 taxable at lineal rate X .0 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 o . 0 0 15. O. 0 0 O. 0 0 O. 0 0 O. 0 0 O. 0 0 o . 0 0 16. o . 0 0 17. o . 0 0 18. HI. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side 2 L 15056042126 15056042126 --.J REV-1500 EX Pagl~ 3 Decedent's Complete Address: File Number 21 07 00862 DECEDENT'S NAME EDYTH M. STEWART STREET ADDRESS 35 COUNTY VIEW ESTATES CITY I STATE I ZIP NEWVILLE PA 17241 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 0.00 Total Credits (A + 8 + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty ( D + 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 0.00 0.00 A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 0.00 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 00 b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00 c. retain a reversionary interest; or ................................................................................................ 0 00 d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ......... 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. 0 00 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) percEmt [72 P.S. 99116 (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) (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 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. 99116(1.2) [72 P.S. 99116(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. 99116(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-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF EDYTH M. STEWART FILE NUMBER 21 07 00862 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. DESCRIPTION 1989 FORD FIESTA - Not Running I Junked VALUE AT DATE OF DEATH 300.00 HOUSEHOLD GOODS Including: COSTUME JEWELRY 2 TWIN SIZE QUILTS PORTABLE SEWING MACHINE LOVE SEAT TWIN BED DINETTE TABLE & 4 CHAIRS VARIOUS BOOKS FOOT STOOL CANNING JARS KITCHEN UTENSILS POTS & PANS CRAFT SUPPLIES KNICKKNACKS Total $ 20.00 $ 30.00 $ 20.00 $ 30.00 $ 20.00 $ 40.00 $ 10.00 $ 5.00 $ 10.00 $ 10.00 $ 10.00 $ 10.00 $ 10.00 225.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 525.00 REV-1511 EX + (12-99) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDYTH M. STEWART SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21 07 00862 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. THOMAS L. GEISEL FUNERAL HOME, INC. 6,895.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions "NONE" Name of Personal Representative (s) Social Security Numbe~s)/EIN Number of Personal Representative(s) Street Address City State Zip Yea~s) Commission Paid: 2. Attorney Fees - HOSKINSON & WENGER 500.00 3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees - Cumberland County Register of Wills: Letters of Administration $20.00; 58.00 JCP Fee $15.00; Renunciations $8.00; Filing Fees $15.00 = 5. Accountanfs Fees 6. Tax Retum Prepare~s Fees 7. U-HAUL - Rental Truck to Clean Out Apartment 210.11 TOTAL (Also enter on line 9, Recapitulation) $ 7 663.11 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDYTH M. STEWART FILE NUMBER 21 07 00862 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. CARLISLE REGIONAL MEDICAL CENTER Account Number: 6103138 clo NCO FINANCIAL SYSTEMS, INC., P.O. Box 15270, Wilmington, DE 19850 VALUE AT DATE OF DEATH 50.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 50.00 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. NANCY L. MARSHALL (Daughter) 1/4 Share Lineal 0.00 73 Fifth Avenue, Fayetteville, PA 17222 2. JUANITA STEWART (Daughter) 1/4 Share Lineal 0.00 397 Vogler Road, Advance, NC 27006 3. GEORGE STEWART (Son) 1/4 Share Lineal 0.00 5204 Budding Lane, Farmington, NM 87402 4. AMY SUDERS (Daughter) 1/4 Share Lineal 0.00 1000 Mulberry Avenue, Hagerstown, MD 21742 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 1. "NONE" 0.00 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. "NONE" 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 "'~"n8<.(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF EDYTH M STEWART SCHEDULE J BENEFICIARIES FILE NUMBER 21 07 00862 (If more space is needed, insert additional sheets of the same size)