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Home My WebLink About02-11-09J 15056041125 REV-1500 EJC (DB-DS> PA DBpamxantof Revenue OFFlCIAL USE ONLY Bureau of IndNidual Taxes Po Box 280601 County Coda Yeer Rie Numher INHERITANCE TAX RETURN ~ ~ PA 171~D1 ENTER DECEDENT iNFORMATIDN BELOW RESIDENT DECEDENT 2 1 ^ a ^ a 3 6 Social Seuirity Number Date of Death Dete of Birth 1 7 Last Name S H A N A B R O O Suffix Decedent's First Name MI K J 0 H N U (If Applicable) EMer Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WRH THE F REGISTER OF WILLS ILL IN APPROPRIATE OPALS BELOW ® 1. Original Return ^ 2. Supplemerrtal Return ^ 3 Remai d R ^ 4 Li it d E . n er ealm (date of death aior to 12 13 . m e state ^ . -82) 4a. Future Imerest Compromise {date o1 ^ 5. Federal Estate Tax Return Re uir d th d ft ® 6. Decedent Died Testate (AUatlt Copy of W111) ® q e ea a er 12-12-82) T' Decetlen~ ~ T~ a Living Trust ~ 8. Total Number of Safe De it B (Att h ^ 9. Litigation Proceeds Received ^ pos ac , oxes t 10. Spousal Poverty Credit (date of death ^ 1 t Elactl COR . on to tax under Sec. 911 A between 12-31,91 and 1-1-g5) (~~ ~ O) 3( } . RESPONDENT .THIS SECTpN MUST BE COLWLETED. ALL CORRESPONDENCE AND C(111FID Name ENTIAL TALC INFORMNTKJfI SHOULD BE DIRECTED TD: D Daytime Telephone Number A V I D W R E A Firm Name (ff Applipble) L E R 7 1 7 7 6 3 1 3 8 3 R E A G E R g A D L - E R P C ~ REGISTER OF WILLS USE~I)LY ~ First line of address n o I r- ~~ O ~ , 2 3 3 1 M A R K E T S T R E E T J~? w rl Second line of address I T ~ -; T l r= T X l i i i i -~ ~ r `~ CRy or Post Office ~ -~ ~ ~ Slate ZIP Coda __ aAt~FtLEV ~ ' T C A N P H I L L .._ P A 1 7 0 1 1 y c ~* "" I1 N ' I_r_. 15056041125 Side 1 15056041125 r ,J 15D56D42126 REV-1500 EX DeoedenYS Social Security Number Decedents Name: JOHN W. SHANABROOK 2 1. Real estate (Schedule A) . . . . . . . .. ........................... .... T ^.^ ^ 2. Statics and Bonds (Schedule B) ..... ......................... . ... 2 3. Gosely Held Corporation, Partnership or Sole-Propnetofshlp (Scheduf C e ) . .... 3. - 4. Mort~ges & Notes Receivable (Schedule D) .. .............. 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) - , - , - . _ 5_ 0, 0 0 6. Jointly Owned Properly (Schedule F) ^ Separate Bllling Requested 7 .... . Inter-Vivos Transfers g, Mkscaflaneous Non_prpbate Property (Schedule G) ~ Separate Billing Requested ... 6. .... 8. Total Gross Assets (total Lines 1-7) ... 7. 1 9 3 2 5 5, 4 5 ........................ ... 8. 1 9 3 2 5 5. 4 5 9. Funeral Expenses 8 Administrative Costs (Sdredule H) 9 -•~~~~~~.~•.. ... . 2 5 9 6 4. 3 8 10. Debts of Decedent, Mortgage Llebllltles, 8 Liana (Sdredule f) ......... ... 10. 6 5 3 ^. 7 1 11. Total Deductions (total Lines 9 8 10) ........................ ... 11. 3 2 4 9 5. 0 9 12. Nat Value of Estate (Line 8 minus Lirta 11) ...... ..... 13. ChadtaMe and Govemmenfal Bequests/Sec 9113 Trusts for wh~h~ • ... 12. 1 6 ^ T 6 ^ . 3 6 an ek:c0on to tax has not been made (Sdredule J) , . _ ............. .. 13. 14. Net Value Subject to Tax (Line 12 minus Llne 13) ................ TAX COMPUTATIQN .SEE INSTRUCTIONS FOR APPLICABLE RATES .. 14. 1 6 0 7 6 0 . 3 6 T5. Amount of Line T4 taxable al Ills Bp00S~ felt fate. Of transfers urWar Sec. 9116 76. Amount of Line 14 taxable 0 . ^ 0 at lineal refs X-045 1 6 0 7 6 0 3 6 17. Amount of Line 14 taxable 18. 7 2 3 4 . 2 2 at sibling rata X .12 0 - 0 0 17 T6. Amount of Line 14 taxable . 0 . 0 0 at collateral rate X.15 o.^ ^ 1e. ^.^ ^ 19. Tax Due .... .......................................... ..T9. 7 2 3 4. 2 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF A 26 15056042126 REV-1500 EX page 3 File Number - ,~.-.~..wa m~M a+rQVIlSC t. Tax Due (Pace 2 Line 19) 2. CreditslPaymenLs (1) 7,234.22 A. Spousal Poverty Credit 8. Prior Payments 7 , 00 D • D 0 C. Discount 361.71 3. InferestlPenalty if appliceble Total Credfis (A+6+C) (2) D. Ingest 7 , 361.71 E. Penalty 4. It Une 2 is greater than Lkre 1 + tine 3, enter the difference. This is tl1e OVERPAYMENT Total InteresUPenalty (D +E) (3) FIII in oval on Page 2, Line 20 to D . DD request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the diHerance. This is the TAX alE 127 4 9 (5) D • 00 A. Enter the interest on the tau due, (5A) B. Enter the total of Lino 5 +SA. This is the BALANCE DUE. (5g) D . 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: a. retain the use or income of the Property transferred; .............................................................. b. retain the dght to designak who shall use th ........ ^ No XI~ e prapedy transfened or da klcane : ........................ c. retain a reversionary interest; a .. . ....... ^ . ........ d, receive the prortyse far life of efiher PaYnlents b , or care? ........................... 2. fideafh occurred agar Decen~her 12, 1962, did decedent transfer ..................... pR1~Y within one year of deatl ....... l without riving adequate calsiderafim~ 3. Did decedent own an'in tnrst for or payade upon death bank axount or security at his or her death? ..... 4. Did decedent own an Individual Retirerrlenl Accourd ann i ....... ^ X , u ty, or other non-probate property wfiich contains a beneficiary designation? ........ .................. .............. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS iS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETURN ~, a For dates of death on or after Jury 1 1994 and before January 1, 1985, the tax rate i ~ ~~ ~- "~~'~~ is 6aee (3J pement (72 P.S. §9116 (a) (1.1) (i)j. mpased on the rret value of transfers ~ prior the use of the surviving spouse For dates of death on or after January 1, 1995, tfre tax rate imposed on the net value of transfers to a for the use of tl1e surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)). The statute does not exempt a transfer b a surviving spouse from tax, and the statutory requiremerRS for tliscbsure of assets and filing a tax retain are sdll appkcabk even if the surviving spouse is the Doty banefrcrary. For dates of dead) on or after July 1, 2D00: The tax rate irr~osed on the rret value of transfers tram a deceased child hventyq~e years M aye ~ younger et death to orfar the use of a natural parent, an adoptive parent, or a stepparent of the chile is zero (D) percent [!2 P.S. §9116(a)(f.2)]. The taz rate imposed on the net value of transfers to ar for the use of the decedents lineal beneficiaries is four and one-half (4.5) percent, except as rated in 72 P.S. §9116(12) [!2 P.S. §9116(aXt)]. The taz rate imposed on the net vaWe of transfers to or for the use of the decedemts siblings is twelve (12) percent (72 P.S. §9116(ax1.3)). A sibling is defined, under Secfion 9102, as an individu~ wta has al kest one parent in common with the deceaem vdletller by bbod or adoption, Decedent's ComtDletp e.l,~.n~~. REV-75'10 EX ~ (6-gR) COMMONWEALTH OF PENNSVLVANIq INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY JOHN W. SNANABROOK FILENUAI6ER Th'e schetlule must hB >~ fkd K1he 21 08 ^836 alto em ol4ueatlons ~ tlmuph 4 on the reverse sWe of the REV-1500 COVER SHEET h ~M DESCRIPTION OF PROPERTY yes. iunuce nlr xrrg a n~ mom, nEn srunoxs,m ro oe~r reo NUMBER TMes+,EOVmu~n ~nralReow oe~otFOrwscKesarE DATE OF DEATH ° G OF D ' 1• 705 W• KELLER STREET, MECHANICSBURG p , ECD S EXCLUSION VALUE OF ASSET INTEREST I~rrrnic~j TAXABLE VALUE A , (SETTLEMENT SHEET ATTACHED TRANSFER 12/31/08) 150,000.00 100. 15a~ DO TITLE HELD IN THE NAME OF JOHN W. SHANABROOK AND MILDRED M. SHANABROOK REVOCABLE LIVING TRUST 2• PNC BANK - CHECKING ACCOUNT k5070084732 IN THE NAME OF THE JOHN W• SHANABROOK AND 30,786.02 100• 30,786.02 MILDRED M• SHANABROOK REVOCABLE LIVING TRUST 3• PNC BANK - SAVINGS ACCOUNT #5030121324 IN THE NAME OF THE JOHN W• SHANABROOK AND 1.895.41 100• 1,895.41 MILDRED M• SHANABROOK REVOCABLE LIVING TRUST 4• 2008 COUNTY/SCHOOL/SEWER PRORATION FROM SALE OF PROPERTY 1,028.43 100. 1,028.43 5' J.J. SKELTON - CREDIT HEATING PLAN 537.45 100. 537 45 6• PERSONAL PROPERTY 1+000.00 100. 1,000•p0 7• MEMBERS 1ST FEDERAL CREDIT UNION - SAVINGS •92056-00 - THE JOHN W•SHANABROOK AND MILDRED 825.28 100• 825.28 M. SHANABROOK REVOCABLE LIVING TRUST 8. MEMBERS 1ST FEDERAL CREDIT UNION - CD •92056-40 THE JOHN W• SHANABROOK AND MILDRED ?'154.70 100• 7,154.70 M. SHANABROOK REVOCABLE LIVING TRUST 9• MEMBERS 1ST FEDERAL CREDIT UNION - SAVINGS «226390-00 THEJOHN W• SHANABROOK AND MILDRED 25.00 100• 25.00 M• SHANABROOK LIVING TRUST 30• r S S EJ L CR A 92056 06 THE OHN W SHANABROOK AND MILDRED 3.16 100• 3.16 M• SHANABROOK LIVING TRUST I vi/1L IAfso enter on line 7 (N more space is neeEetl, vreert adriltionel sheeCS of the same slae) REV-t5tt EXt(12-99) CONIMONWEA~TH OF INHERITgNCE Te SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS oahls of decedent awK ba rePoreea oa 8ehetluk [. ITEM NUMBER A DESCRIPTION FUNERAL EXPENSES: 1• MYERS FUNERAL HOME, INC• ~• GINGRICH MEMORALS - ENGRAVE HEADSTONE 3• TRINDLE SPRING CHURCH - FUNDERAL LUNCHEON B. ADMINISTRATIVE COSTS: 1. Persalal Represetdative's Commissions Hams of Pereaal Regesellresve (s) Sodal Seanpy Numher(spEIN Num6ar of Pereonal Representatlvs(s) S6eal Address CRy Stab ZN Yeer•sl Commeson Paid: 2. Atbrley fees REALER 8 ADLER, pC 3. FaMy EXempfon: (Hdecedents atltlness's rot the same as eleimenYS. etrech e><planatlon) Clemam StreetAtldress City s~ zc Reletlpghlp of Cldrroldb Decedent 4 . Pm6afe Fees 5, AowunrerlCs Fees 6 ' Taz Rim Prepnars Foss 7' SELLER CONTRIBUTION 8' REALTY TRANSFER TAX 9' REAL ESTATE COMMISSION 10' MISC• SETTLEMENT CHARGES _ TOTAL (Also enter an line 9 Recapitulation) I S space B needed, At6art arldfi I :n..k AMOUNT 8,890.00 240.00 200.00 2,sDD.DD 5,625.00 L,soD.aD 6,559.38 450.00 REVg512 EX+(12-03) COMMONWEALTH OFF SCMEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS JOHN W. SHANABROOK FILE NUMBER Rep ortdabbincurtedbyd,edecedent 21 08 D836 i pr or to death which remained unpaid as of the date of death indudin ITEM , g unrelmbunad m edical ezpenaes NUMBER DESCRIPTION VALUE AT DATE 1• CAMP HILL EMERGENCY PHYSICIAN - EMERGEN OF DEATH CY ROOM VISIT 21.41 2' LOWE'S HOME CENTERS,INC - DRIVEWAY/RETAINING WALL REPAIR (FOR RESALE) 153.32 3• PPL ELECTRIC UTILITIES 198.05 4' UNITED UA TER PENNSYLVANIA 75.06 5• MECHANICSBURG BOROUGH - SEWER/REFUSE 216.64 6• -STATE FARM FIRE AND CASUALTY COMPANY (451.00 PAID 5 /11/08 REFUNDED 217.38 y/9/pq) 233.62 7' JJ SKELTON - HEATING SERVICE PLAN FOR HOUSE 1,097.00 8' YARD SALE SUPPLIES 300.00 9' CLEANING SUPPLIES 200.00 10. 2008/2009 SCHOOL TAXES TO BARRY HECKARD, TAX COLLECTOR 2,055.39 y1• PHARMERZCA - PHARMACY FOR GOLDENLIVING WEST SHORE 1,729.24 12• WESTSHORE EMS 250.98 Ig more snece b needed, srsen TOTAL (Also enter on line 10, RecapiNlafion) I S ea of the same aze) REV-15t3 EX r (g-0el COMMONWEALTH OF PENNS$VANIA INHERITANCE TAX RETURN NUMBER I. 1. 2. 3- 4. 5• 6. II. 1 SCHEDULE J BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY F Nc,'omrr........ _ DONNA J. MCCREARY (DAUGHTER) 3873 N- SARAYO CIRCLE HARRISBURG, PA 171109 SANDRA K- NEGLEY (DAUGHTER) 8 OAKHILL ROAD CARLISLE, PA 17015 ALAN V- SHANABROOK (SON) 1232 HIGHLANDER WAY MECHANICSBURG, PA 17D50 SUSAN J- BEERS (DAUGHTER) 907 HAWTNORNE AVENUE MECHANICSBURG, PA 17D55 DENNIS R- SHANABROOK CSON) 26 SKYPORT ROAD MECHANICSBURG, PA 17DSD STEVEN W- SHANABROOK (GRANDSON) 2141 BIRCH DRIVE LAFAYETTE HILLS, PA lgyyy DO Not List under Lineal Lineal Lineal Lineal Lineal Lineal r,.n,-. r1ng6Lt uISTRIBUTIONS: -- '- """""" 1O• ^~ HrrrcuPRIATE, ON A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FDR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1- TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 73 OF REV-75pp (`,AVER SHEET (tt more space is needed. insert annalM„i .~,~,.. _..._ _ S DF ESTATE 29,472.82 29,472.81 29,472.81 29,472.81 29,472.81 13,396.30 REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: 7 pD^ pp Discount: ______ 3by.71 Interest Table Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applipble amount: Total Balance Due on January 17, 1996; Penalty;