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Home My WebLink About08-01-08REV-7500 Ex + to-oo) COMMONWEA'~TH OF REV-1500 OFFICIAL U;>E ONLY PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 8 0 3 1 8 COUNTY CODE YEAR NUMBER. DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER H Z STULLER, CHARLES H. 1 7 4- 2 0- 9 3 0 7 W ~ DATE OF DEATH (MM-DD-Year; DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W REGISTER OF WILLS U 03/10!2008 05/06/1927 W (IF APPLICABLE) SUP'JIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUM9ER w ~ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date ordeamprlorrol2-is-az> r- a ~ a Y ~ 4. Limited Estate ~ 4a. Future Interest Compromise (date ordeacn after tz-l2-ezl ~ 5. Federal Estate Tax Return Required w o0 ~ a m ^X 6. Decedent Died Testate (Attach copy or waq ~ 7. Decedent Maintained a Living Trust (attach ooPyorr~estl _ 8. Total Number of Safe Deposit Boxes a a ~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date ordeatn beNreen t2-3i-st and 1-~-ssl ~ 11. Election to tax under Sec. 9113(A) (Attach scn of THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: r z NAME COMPLETE MAILING ADDR ESS w z MURREL R. WALTERS, I11, ESQ. a FIRM NAME (If Appilcable) ~ 54 EAST MAIN STREET ~ 0 TELEPHONE NUMBER ~ 717-697-4&50 MECHANICSBURG PA 17055 l~ i OFFICIAd:' SE ONLY 1. Real Estate (Schedule A) (1) ~, ,: n `=~ _ ~~ -, ~ -~, 2. Stocks and Bonds (Schedule Bi (2) _ I - ` " r~ c,~ 3. Closely Held Corporation, Partnership or Sole- Propretorship (3) , ~ _ - 4. Mortgages & Notes Receivable (Schedule D) (4) -- - T,-, ~ _ 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) _"' 207,551.58 ~ '- } ~~ (Schedule E) ! ---~ Z c..~ ~ 6. Jointly Owned Property (Schedule F) (6) Ct''. _ f" ~ Separate Billing Requested Q -J-, 7 Inter-Vivns Transfers R Misrellaneniis Non-Prohate Prooertv (71 _- - - -- F- d a U W (Schedule G or L) Total Gross Assets (total Lines 1-7) 8 (8) 207,551.58 . 9. Funeral Expenses & P,dministrative Costs (Schedule H) (9) 16,678.88 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 5,377.02 11. Total Deductions (total Lines 9 & 10) (11) 22,055.90 Net Value of Estate (Line 8 minus Line 11) 12 (12) 185,495.68 . 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 185,495.68 Z ~_ H Q H a. 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) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18, Amount of Line 14 taxable at collateral rate 19. Tax Due 20. ~ • 185 0.00 X (15) 0.00 5.68 X .045 (16) 8,347.31 0.00 X 12 (17) 0.00 0.00 X .15 (18) 0.00 (1 g) 8,347.31 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < ~-~';~ ~eceaenrs complete e~aaress: STK.=ET ADDRESS 967 W. TRlNDLE ROAD, LOT #16 _ CITY ST,STE ZIF MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Paymen!s A. Spousal Foverty Credit B. Prior Payments C. Discount _ Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 4. 5 Total Interest/Penalty (D + E) (3) _ 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 (4i _ If Line 1 +Line 3 is greater than Line 2; enter the difference. This is the TAX DUE. (5j _ q~ Enter the interest on the tax due, (5~) _ i3. Enter the total of Line 5 +5P,. T hls is the BALAtJCE DUE. (5B) _ _ Make Check Payable fo: REGISTER OF WELLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred : ................................_......................................... ^ b. retain the right to designate who shall use the prope~~iy transferred or its income : ........................................ ^ c. retain a reverionary interest; or ...................................................................................................... ^ d. receive the promise for life o= either payments: benefits or care? ............................................................. ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death wi±hout receiving adequate consideration? ............................................................................................... ^ 3. Did decedent own an "in tn„st for" or payable upon death bank account or security at his or her death? ................. ^ 4. Did decedent own an Individual Retirement Account, annuity, orother hen-probate property which contains a beneficiary designation? .........................................................................._.....................__.. ^ No 0 0 ^X ^X 8,347.31 0.00 0.00 0.00 8.347.31 8,347.31 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 ha,e exam~nec this return, including accompanying schedules and statements, and fo the best of my knowledge aid belies, it is true, correct aid complete. Deciaraiion of preparer other than the personal represen(aive is based on alt iniorrriation of which preparer has any knowledge. SIGNATURE OF PERSON ESPO BLE F R FILING RETUR DA T E ADDP,ESS MARF( A. S LL ~'~ 11 EA T AR S7 T ' NNVlLLE PA 1 7 003 SIGNATURE OF PREP~ti TM TH E NTATIVE DF,TE ~ ~ ~ ADDRESS MURREL R.' WALTERS, 111 54 EAST MAIN STREET. MECHANICSBURG PA 17055 For dates of death on or after July 1; 1994 and before January 1, i 995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) O]. 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 ne± value of transfers from a deceased child twenty-one years of age or younger at death to or for the use cf a natural pa~ent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(x)(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. §9" 16(1.2j [72 P.S. §9116(x)(1)). The tax. rate imposed on ine net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(x)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood er adoption. REV-1508 EX + (6-98) SCHEDULE E BANK DEPOSITS & MISC. CASH COMMONWEALTH OF PENNSYLVANIA , , INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER STULLER CHARLES H 21 08 0318 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, PNC BANK 50,473.71 CHECKING 2. AUTOMOBILE 500.00 1999 CHEVROLET CAVALIER CAR DEALER VALUATION 3. MOBILE HOME 3,500.00 1983 REDMAN SALE PRICE 4. PNC BANK 25,048.37 CERTIFICATE OF DEPOSIT 5. PNC BANK 17,414.75 CERTIFICATE OF DEPOSIT 6. PNC BANK 28,145.13 CERTIFICATE OF DEPOSIT 7. PNC BANK 10,844.93 CERTIFICATE OF DEPOSIT 8. PNC BANK 43,946.53 CERTIFICATE OF DEPOSIT 9. PNC BANK 16,288.43 CERTIFICATE OF DEPOSIT 10. PNC BANK 10,789.73 CERTIFICATE OF DEPOSIT 11. U.S. TREASURY 600.00 ECONOMIC STIMULUS TOTAL (Also enter on line 5, Recapitulation) I $ 207,551.58 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER STULLER CHARLES H. 21 08 0318 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. RUSE FUNERAL HOME 2. FARMERS WIFE RESTAURANT FUNERAL MEAL B. 1 2. 3. 4 5. 6. 7 ADMINISTRATIVE COSTS: Personal Representative's Commissions Nzme of Personal Representative (s) MARK A. STULLER Social Security Number(s)'EIN Number of Personal Representative(s) - StreetAddress 11 EAST LARCH STREET City ANNVILLE State PA Year(s) Commission Paid: Attorney Fees MURREL R. WALTERS, 111, ESQ. Family Exemption (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees REGISTER OF WILLS -CUMBERLAND COUNTY Accountant's Fees Tax Return Preparer's Fees 2,146.02 99.86 9,208.00 Zip 17003 4,900.00 _ ZiP . 325.00 TOTAL (Also enter on line 9, Recapitulation) I $ 16,678.88 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+(6-98) ~' SGFIEDtJLE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, IN RES DENTED ~ DENTRN MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER STULLER. CHARLES H. 21 08 0318 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. UGI 477.57 GAS SERVICE 2. VASCULAR ASSOCIATES 353.72 MEDICAL 3. KANTOR 8 TRATEH MEDICAL 4. CAMP HILL EM PHYSICIANS MEDICAL 5. SPIRIT PHYSICIAN CARE MEDICAL 6. PA GASTRO CONSULTANTS MEDICAL 7. VERlZON TELEPHONE 8. WEST SHORE ANESTHESIOLOGISTS MEDICAL 9. MET ED ELECTRIC 10. POSTMASTER POSTAGE 11. LEB. ANESTESIA MEDICAL 12. QUANTUM IMAGING MEDICAL 13. MUSSADDIQ N. NAZZEERI, M.D. MEDICAL 14. FIRST AID 8 SAFETY PATROL EMS MEDICAL 15. PREPARATION OF 2007 INCOME TAX RETURN TOTAL (Also enter on line 10, Recapitulation; I $ (If more space is needed: insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent STULLER, CHARLES H. 21 08 0318 Decedent's Name Page 1 File Number Schedule I -Debts of Decedent, Mortgage Liabilities, & Liens ITEM NUMBER DESCRIPTION AMOUNT 16. U.S. TREASURY 522.00 2007 FEDERAL INCOME TAX 17. PA DEPT. OF REVENUE 117.00 2007 STATE INCOME TAX 18. GOODSHAM 100.00 MEDICAL 19. WEST SHORE EMS 229.37 MEDICAL 20. TREBAR 714.30 RENT 21. HAMPDEN TOWNSHIP 27.15 WATER/SEWER SERVICE 22. HOLY SPIRIT PHYSICIAN SERVICES 88.94 MEDICAL 23. PILKINGTON SURGICAL 36.34 MEDICAL 24. HEALTH PODIATRY 15.00 MEDICAL 25. WEST SHORE PATHOLOGY 8.67 MEDICAL 26. LEBANON EMERGENCY PHYSICIANS, P.C. 447.00 MEDICAL 27. LEBANON INTERNAL MEDICINE, P.C. 39.80 MEDICAL 28. YELLOW BREECHES EMS 428.63 MEDICAL SUBTOTAL SCHEDULE I 2,774.20 GRAND TOTAL SCHEDULE I $ 5,377.02 REV-1513 EX + (P-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF STULLER CHARLES H. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. MARK A. STULLER 11 EAST LARCH STREET ANNVILLE, PA 17003 2. GREGORY A. STULLER 917 4TH AVENUE, OBERLIN GARDENS HARRISBURG, PA 17113 3. DAVID E. STULLER 333 N. LOCUST ST., APT. 2 REAR PALMYRA, PA 17078 FILE NUMBER 21 08 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal Lineal AP~lOUNT OR SHARE OF ESTATE 61,831.89 61,831.89 61,831.89 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, OPJ REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: e A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GO!JERNMENTAL DISTRIBUTIONS SCHEDULE J BENEFICIARIES TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size)