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Home My WebLink About06-03-08 (2)COMMONWEALTH OF REV-1500 OFFICIAL USE ONLY PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1- 0 7 0 6 5 6 _ COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER F- IZ Alexander W. Nelson 1 8 9- 0 9- 4 8 6 1 ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH {MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE U 06/11/2007 12/08/1914 REGISTER OF WILLS 0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL} SOCIAL SECURITY NUMBER a ~ 1.Original Return ~ 2. Supplemental Return ~ 3. Remainder Return {date of death prior to 12-1382) Woo ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date ordeatn aver iz-iz-set ~ 5. Federal Estate Tax Return Required ~ a m ~ 6 Decedent Died Testate (Attacn copy orwot ~ 7. Decedent Maintained a Living Trust (Attacn Dopy orrrustl ~ 8. Total Number of Safe Deposit Boxes c ~ 9. Litigation Proceeds Received ~ 10. SpOUSaI POVefty Cfedlt (date of death between 12-31-91 and 1-1-95) ~ 1 t Election to tax under Sec. 9113(A} (Attacn scb of ~ TNIS SECTION MlJST BE CQNIPL,ETi"R, Al.l. GORRESPQNDENGE ANp CONFIDENTIAI. TAXIIUFURMATIQN:SH017LD BE DIRECTED TQ: w NAME COMPLETE MAILING ADDRESS o John H. Brou~os, Es uire 4 North Hanover Street h FIRM NAME (IfAppicable) ~ Carlisle, PA 17013 p TELEPHONE NUMBER ~ 717-243-4574 1 Real Estate (Schedule A) (1) _ 132,000.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 102,674.21 ers >~ t, m _ -~7 ".7 ' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ... ~"' `- _ ~ ' -Zy C `:_ ' "-' 4 Mortgages & Notes Receivable (Schedule D) (4) ~ ~ i r`< ~ ~., ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 34,735.44 cn ~' C~ ''7 V (Schedule E) ~ ~D ` i -'1i-~t ~ 6 Jointly Owned Property (Schedule F) (6) ~ ~ N ;--- ~ j r J H a Q U W c;'~ 6. ~) Separate Billing Requested ~~ ~ ~s +C' 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) J (Schedule G or L) 8. Total Gross Assets {total Lines 1-7) (g) _ 269,409.65 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 33,609.73 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 80 742.42 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) 114,352.15 (12} 155,057.50 (13) (t4) 155 057.50 Z N Q E-- a O U X Q I-- SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2} X 16 Amount of Line 14 taxable at lineal rate X 17. Amount of Line 14 taxable at sibling rate _ 29.460.00 X 12 18. Amount of Line 14 taxable at collateral rate _ 125,597.00 X 15 19. Tax Due 20. ~ • • - ~. • ••• (15) (16) (17) _ 3,535.20 (18) _ 18 839.55 {1s) _ 22,374.75 REV-1502 EX + (6-gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT w~r~iCVr SCHEDULE A REAL ESTATE Alexander W. Nelson FILE NUMBER All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price a0t which property wo61d be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real roe which is 'ointl -owned with ri ht of survivorshi must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. 29 Wilson Street, Carlisle, Cumberland County, Pennsylvania OF DEATH 132, 000.00 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) 00 REV-1503 EX + (6-98) , SCHEDULE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF Alexander W. Nelson FILE NUMBER All roe y 21 07 0656 p p rtyjointl -owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE ~ JP Morgan Account No. 125185377148 OF DEATH 102,674.21 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 102 674. REV-1508 EX + (6-g8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alexander W. Nelson FILE NUMBER Include the proceeds of litigation and fhe date the proceeds were received by th~estate. 0 / All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION ~~ M&T Bank, Savings Account No. 15004198250480 2• M&T Bank, Checking Account No. 2670097316 3• Soverign Bank, Checking Account No. 1671074025 VALUE AT DATE OF DEATH 381.70 32,156.20 367.45 4• Personal Property 5• Shipley Oil Refund 6. People Life Premium Refund 7~ HMA Physician Mgmnt Refund 8. Soveriegn Bank Mortgage pay-off Refund 9. Comcast Cable Refund TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 1,084.00 313.29 274.56 14.02 31.12 113.10 44 EV-1511 EX + (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Alexander. W. Nelson 21 07 0656 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. Ewing Brothers 12,161.17 2. Georges Flowers, G Street, Carlisle, PA 17013 50.56 3. Grave Marker 1,018.00 B. ADMINISTRATIVE COSTS: ~ Personal Representative's Commissions Name of Personal Representative (s) Kathy M. Kyle 10,000.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address 149 Allendale Way city Camp Hill state PA zip 17011 Year(s) Commission Paid: $5,000-07; $5,000-08 2, Attorney Fees John H. Broujos 10,000.00 3. Family Exemption' (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4 North Hanover Street city Carlisle State PA zip 17013 Relationship of Claimant to Decedent 4. Probate Fees 5 Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of of Wills 380.00 TOTAL (Also enter on line 9, Recapitulation) I $ 73 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Alexander. W. Nelson 21 07 0656 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Chase Credit Card 4,727.46 2. Thornwald Nursing Home/Celtic Home Care 16,334.51 3. Celtic Home Gare/Belvedere Medical Corp/Millennium Phcy. Sys./ 748,97 PharMerica/Penn Rehab Assoc 4. Installment Loan Payoff 45,809.81 6. Administrative Costs 570.00 7. House Repair/Clean 1,506.61 8. Borough of Carlisle/PP&L/Carlisle-rent-a-space/True Green/Comcast/Embarq 1,181.73 9. Settlement Charges 9,863.33 TOTAL (Also enter on line 10, Recapitulation) I $ 80 742 42 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + to_nrn SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ate ange r vv. stetson ~ ~ ~~~~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteejs) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright sppousal distributions, and transfers under Sec. 9116 (a) (12)] 1. Dorothy M. Brown Sister 19% Camp Hill, PA 17Q111 2. William N. Kyle Nephew 5% Blairs Mill, PA 3. Peggy Ann Rizzuto Niece 14% York, PA 4. Kathy M. Kyle Niece 14% Camp Hilf, PA 5. James A. Kyle Nephew 14% Williamsport, PA 6. Connie E. Alexander Niece 14% Carlisle, PA 7. Steven S. Alexander Nephew 5°I° Carlisle, PA ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N 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. 1. 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) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Alexander, W. Nelson Decedent's Name Page 1 Schedule J -Beneficiaries -1 21 07 0656 File Number NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 8. Susan A. Wolf Niece 5% Carlisle, PA 9. Sean M. Klyle Great Nephew 10% Shippensburg, PA 17257