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Home My WebLink About12-22-081505605104? REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes ~ County Code Year File Number Po Box 2sosol INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 ~ ~ g ~ f I '~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death DCe~cedent's Last Name Suffix .J ~I `~~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Date of Birth C~ ~~ ~ ~ ;~ ~ Z:~~ Decedent's First Name MI C N ~ ~~ 1 i= 5 Spouse's First Name MI ,~ ~ °~ ~ ~ ~ ; ~ ~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate -O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Firm Name (If Applicable) REGI(3T~R OF WILLBLtSE ONLY ~'~ -- ; '- ~ O ~' _ .i.7 ~ .. First line of address ~ ~,"> °~q ,~ ` , j ~ ~~ ~!'~ C, f 1 ~ ~ r` ~ ,~ ~,~' rv LZ- .~ C G~ --I i.' C. ~ ~ IU - ..` Second line of address - ~ ~."~ ' ;_ ~i. t ~' L~ ~ DATE FILE~~ , r _. , City or Post Office State ZIP Code Correspondent's a-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 than the personal representative is based on all information of which preparer has any knowledge. SIGNA7 RAE OF,JdERS~ON f2E PONSJBLE FOR FILING RETURN // ~ ~- DATE .,,,~, .- I 1 ' SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS PLEASE USE ORIGINAL FORM ONLY :~" DATE Side 1 15056051047 15056051047 J 1505052048 REV-1500 EX Decedent's S ocia l Security Number Decedent's Name: l .J. L h~ t ' I ~ ~ .~'~. ` ~~~..~- ~~-~ ~~ ~ ~~-' ~ ~' ~~ ~~~ ~ _ * ~_s__ RECAPITULATION .. 1. Real estate (Schedule A) . ......................................... ... L ~ f ~ (/V~ ~i C . 2. Stocks and Bonds (Schedule B) .................................... ... 2. ~ 7 ~J~,) • 3. Closely Field Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. ~ . 4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4. ~i~ . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. ~ ~ C' ~f- ~~' 6. Jointly Ownad Property (Schedule F) Separate Billing Requested .... ... 6. ~'~ ~ 9 ~ ~; . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested..... ... 7. 8. Tota! Gross Assets {total Lines 1-7) ................................. ... 8. /~ .L. V I d ~ L r 1 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. C ~' ~ ~; 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. ~ , 11. Total Deductians (total Lines 9 & 10) ................................ ... 11. ' ~ ~~ .N r ) r~ ~ 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. ~~ r ~ ~ / • 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. ~J , 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. I~ 7 ~~>• ~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 • 16. Amount of Line 14 taxable at lineal rate X .0 _ 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. 19. TAX DUE ........................................ .............. ..19. ~. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 ~, 1,5056052048 ],5056050048 RE`/-1500 EX Page 3 File Number Decedent's Complete Address. DECED,ENT'S NAN1E 1 ' ~ -) ~ ~ STREET ADDR SS JJ - --r . ~--- - _ _ - --- _ _ -- -- - _ _ - CITY ~ STATE ,`) ZIP Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) ~ ~~' -~ 2. Credits/Payments - ----- A. Spousal Poverty Credit _ _- _ _ _ _ _- _ B. Prior Payments __ - _- --- C. Discount - - _-- _-_ - _ - _ --- - ---- Total Credits (A + B + C) (2) 3. InterestlPenatty if applicable D. Interest __- - -- E. Penalty _- _ _ - Total InterestlPenalty (D + E 1 (3) 4. If Line 2 is greater than Line 1 + Line 3; enter the difference. This is the OVEi2PAYNIENT. 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) _ (' "' A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) - ~` -- 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 traysferri:d :......................................................................................... ^ 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? ...................................................................... ^ Q 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? ........................................................................................................................ IF THE ANSLh'ER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDUi.E G AND FILE IT AS PART OF THE RETURN. For dates of death on or after,7uly 1, 1994 and before January 1, 1995, the tax rate imposed or. the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (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. §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 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. §9116(a)(1.2)]. The tax rate imposed cn the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and or;e-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed cn the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(x)(1.3)]. Asibling is defined, under Section 9 i02, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-?502 EX+(6-98) -.~~ ~ SCHEDt>LE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ~'h~~~les lj ~~!`1 y ~~~_ /r. All real property owned solely or as a tenant in common ust be reported at fair market value. Fair market value is defined as the price at which property would 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 property which is jointlyowned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98) SC~EDIl~E ~ COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER _ c~ Cti •,~~ /~- ; 1~;~ ~~.~ r~ ~~~r~~c~-~ All property joip4ly-owned with right of survivorship must be disclosed on Schedule F. (Ii more space is needed, insert additional sheets of the same size) REV~1508 EX ~ )b97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHRESIDENTDECEDENTRN PERSONAL PROPERTY ESTATE OF ~ FILE NUMBER include the proceeds of litigation and the date the proceeds were received by the estate. A!I property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH `.J~% 1 J')~_f _ ~ ~~2k. C~.~~ / J rj' / ~7 C...L~',t..~j/~ / r /~~'/ (,.`' ` ~, C) ~_~ ~y ~ _`~- .` ' L~ .~~ /1 ~ r /' ~'~C~C~~c~4ilCC >~~'{.17J~ C'C~.S l t . ~- ,hS . ~s ~ . z5 TOTAL (Also enter on line 5, Recapitulation) I $ L 7 C.' ~ L' . ~ 3 (If more space is needed, insert additional sheets of the same size) HEW1509 EX ~ (1~A7) f ~ SCHEDULEF COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF /~ FILE NUMBER If an asset was made joint within one year of the decedent's date of death, k must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT B C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial institution and bank account number or similar identifying number. Atlach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. ill/Z~~j ~/i: r~Z~ /Z .j'//Z c?C~..~ c /Z/J ~~:ZCt,. ~ ,~7 ~jc~~ ,7 11 r [ / ~~ , Intl ~~ J ` `_' ~c~ - 5~~ ~/~~7 ~,~ TOTAL (Also enter on line 6, Recapitulation) I $ ir- / ~/ ~ ~'' ~ (If more space is needed, insert additional sheets of the same size) ~,E:t;~~tu~i; ~r ,~rt:u~ ;U~I~Ci~,Lt,l,'~ COUNTY-F~~, THIS DEED, '93 NOU 12 P~1 2 09 NTADF, THE l-2~day of /,'l~:~rt..,,~i~.,, in the year of our Lord one thousand nine htendred ninety-three (1993). 13F.TWEEN CHARLES W. SNYDER and LOL'ETTA ``J. SNYDER, husband and wife, of South Middleton Township (18 Annendale Drive, Carlisle), Cumberland County, Pennsylvania, parties of the first part Grantors, and CHARLES W. SNYDER and LOUETTA W. SNYDER, husband and wife, of South Middleton Township (18 Annendale Drive, Carlisle), Cumberland County, Pennsylvania, parries of the second part, Grantees, SVITNESSETII, that in consideration of One and no/100 ------------ ($1.00) -----------Dollar, irT hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby grunt and convey to the said grantees, their heirs and assigns, ALL TIIAT CERTAIN tract of land situate in South Middleton Township, Cumberland County, Fennsylvania, bounded and described in accordance with the Revised Plan of Lots 11 through 27 of Walnut Terrace, which Plan is recorded in the Office of the Recorder of Deeds in and fcr Currbcrland County at Carlisle, Pennsylvania in Plan Book 13, Page 24, as follows: _..__...n .~._._ _ . _ BE(iINN1~V~_ at a pant. on the Northern. line of Annendale_Drive_at corner of Lit No. 26 .. . as shown on said Revised Plan; thence along the line of said Lot No. 26, North 53 degrees 6 minutes 40 seconds West, a distance of ]69.56 feet to a point; thence South 48 degrees 15 minutes West, a distance of 84.52 feet to a point in the line of Lot No. 24 as shown on said Plan; thence along line of said Lot 24, South 58 degrees 13 minutes 40 seconds East, a distance of 189.94 feet to a point on the Northern line of Annendale Drive; thence along the Northern line of said Annendale Drive in a Northeasterly direction, a distance of 65.98 feet to a point, the Place of BEGINNING. BEING all of Lot No. 25 as shown on the Revised Plan of Lots 11 through 27 of Walnut Terrace, and having thereon erected gone-story brick ranch-type dwelling house. BEING the same premises which Charles W. Snyder and Lolita J. Snyder, by deed dated March 3, 1982 and recorded March 3, 1982 in the Office of the Recorder of Deeds to and for Cumberland County, at Carlisle, Pennsylvania, Deed Book "S", Volume 29, Page 139, granted and conveyed to Charles W. Snyder, one of the Grantors herein. The said Charles W. Snyder and Lolita J. Snyder were divorced by Decree dated August 24, 1982 and entered in the Court of Common Pleas of Cumberland County, Pennsylvania to No. 2429 Civi11981. SUBJECT NEVERTHELESS TO the mortgage given by June R. Shearer to Cumberland Valley Savings and Loan Association, dated April 1. 1963 and recorded April 1, 1963 in Cumberland County Mortgage Book 446, Page 277, in the amount of $10,.500.00. UNDER AND SUBJECT to building and use restrictions as set forth in prior deed dated March 3, 1982 and recorded in Cumberland County Recorder of Deeds Office in Deed Book "S", Volume 29, Page 139. 7'IIE within conveyance is from husband and wife to husband and wife and is therefore exempt from any realty transfer taxes. I do hereby certify that th ndale DriveSCarl sleaPA 17013 to post office address of the within Warned grantee is 18 Anne .~ ".' ~-~ ~~ tep en . Tiley Attorney for Grantee ,~T~ COMMONWEALTH OF PENNSYLVANIA }ss. COUNTY OF CUMBERLAND 1 / RECORDED on this 1 ~ day °f ~ ~ " A. D. 1993, in the Recorder's office of the said County in Deed Book „ ~ ,,, Volume ~ ~ ,Page ~.~1 ~ r;~y~n~urider,mv,hand and seal of the said office, the date above written. ~~ (C~'~ ~ « is ;i: ~~ ~` ~" "~` '~ , l ~ I7C ~~';~~~~~7 l ~ ~' ~ :, } ,r ~1~'~r~.il~~~a'f~cY~1.~f~Gd ~~~ ~~~ , ~?,:,~~.r~ a ~ . , ~ X~ ~ ~~~ ~~~/~ L•Y , / /. ~; $OOKC~' ~6 F~,GE ~~;~ Recorder l_l; G ~...._< c._~ s REV-1511 EX+ (10-06) ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FUNERAL EXPEi~SES & A~~1fN~STRATIVE CC9STS ESTATE OF - /~ _ ^~ ~- FILE NUMBER ebts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~f CFA-;~~ ~-! ~Clc.;~,~L~ ~ ~ _`1 ~~~; ~' ~ 7~ L' '~-`~ ,~~ Imo`~~.- L°.~~ I ;L B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimani __ __ __ Street Address City _ State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. c C'~ C) C .1-- c C"' TOTAL (Also enter on line 9, Recapitulation) $ ~Ci . ~~_) J i (If more space is needed, insert additional sheets of the same size)