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Home My WebLink About06-15-09 (2)15056051058 REV-1500 EX (06-05) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po sox 28oso1 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0985 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 202-42-7356 09/13/2008 03/03/1937 Decedent's Last Name Suffix Decedent's First Name MI Stott Christine E (If Applicable) Enter 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 WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW -• 1. Original Return _ 2. Supplemental Retum 3. Remainder Return (date of death 4. Limited Estate prior to 12-13-82) 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required 6. Decedent Died Testate ":.... (Attach Copy of Will) 7. Decedent Maintained a Livin Trust 0 (Attach Copy of Trust) 9 - 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~...~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 11. Election to tax under Sec. 9113(A) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTI N ) ame AL TAX INFORMATIONS 0 ULD BE DIRECTED To: David A. Baric, Esquire Daytime Telephone Number Firm Name (If Applicable) (717) 249-6873 O'Brien Baric & Scherer RECIS>~ of wl~~s ugor,Lv First line of address _..~ p ~ , =• ~J t 19 West South Street ~ ~ , ~; %-~ Second line of address "" rl ~, - />~ ~ + '• - r , ' ,4 ~~~ ~ City or Post Office .~_..~ I> State ZIP CodeDATE FILED •~ _ ' Carlisle _ PA 17013 ~ Correspondent's a-mail address: dbariC@ObSIaW.COm 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 infnrmarl.,n .,s,.,~:,.~, _____ CI(_`AIATI I[][-'rim e~~........ _-_- _ _ __ ADDRESS 19 West South Street, Carlisle, Pennsylvania 17013 PLEASE USE ORIGINAL FORM ONLY 15056051058 Side 1 L 15056051058 REV-1500 EX 15056052059 Decedent's Name: CilrIStlYI@ E Stott Decedent's Social Security Number RECAPITULATION ~ ~~' """"'""" 202-42-7356 1. Real estate (Schedule A) . ................ "...... . _ - ....... ............... 2. Stocks and Bonds (Schedule B) , ... • , , . .... ...... 1. 115,000.00 ................... 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... , 3 4. Mortgages 8, Notes Receivable (Schedule D) ......... . ............. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... 4. ... 6. Jointly Owned Property (Schedule F) =':"~ Separate Billing Requested .. 7. Inter-Vivos Transfers & Mi l .. • • 5 ..... 6 - 18,760.00 sce laneous Non-Probate Property (Schedule G) . 9-? Separate Billing Requested... ..... 7 8 Total Gross Assets (total Lines 1-7)......... .. . „ .,......,._._...__ ... . 56,943.00 _ _ . ... _...__"._ ~_..~. _._._ 9. Funeral Expenses & Administrative Costs (Schedule H)... . 8. ~ ~ 190,703.00 .... .. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). ... 9. 21,434.66 ..... ...... 11. Total Deductions (total Lines 9 & 10)... ....... .... io. - ..................... 12. Net Value of Estate (Line 8 minus Line 11) ... .... 11. - 21,434.66 .......... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..... 12 ~ 69,268.34 ............... 14. Net Value Subject to Tax (Line 12 minus Line 13) _.._.___ _ .., .... 13. . _..,_~ ._.. _ ~... .._. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. mount of Line 14 taxable 14 ... 169,268.34 ,.. °" " at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable ""` 15. at lineal rate X .0 45 17. Amount of Line 14 taxable 16. 7 617 07 at sibling rate X .12 , . 18. Amount of Line 14 taxable 17. at collateral rate X .15 18. 19. TAX DUE ................. ........ .............................. ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 J REV-1500 EX Page 3 File Number Decedent's Complete Addre ss: DECEDENT'S NAME 21 08 i :0985 Christine E Stott DECEDENTS SOCIAL SECURITY NUMBER STREET ADDRESS 1911 Sterretts Gap Avenue 202-42-7356 clrY Carlisle STATE ZIP PA Tax Payments and Credits: 17013 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) A. Spousal Poverty Credit 7,617.07 B. Prior Payments 4,597.00 C. Discount 230.00 3. Interest/Penalty if applicable Total Credits (A + g + C) (2) D. Interest 4,827.00 E. Penalty tal InteresUPenalty (p + 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) A. Enter the interest on the tax due. (5) 2,790.07 (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 APPROPRIA 1. Did decedent make a transfer and: T E BLOCK$ a. retain the use or income of the property transferred :. ......................................................................................... b. retain the right to designate who shall use the property transferred or it i s ncome : ............................................ c, retain a reversionary interest; or .................... .......................................... d. receive the promise for life of either payments, benefits or care? .............................. 2 If death . ........................................ occurred after December 12, 1982, did decedent transfer property within on e 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 Reti ^ rement Account, annuity, or other non-probate property which contains a beneficiary designation ................ . .................................. ... .................................................................. ^ ^X 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 survivin s o is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. g p use 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 no_ t 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 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. §9116(1.2) [72 P.S. §9116(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. §9116(a)(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 or adoption. REV-1508 EX+ (6-gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~o:ruc yr SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Christine E. Stott FILE NUMBER 21-08-0985 Include the proceeds of litigation and the date the proceeds were received by the estate All oroeerfv iniefh,_....,....a ...:.~ _._~. _, REV-1510 EX+ (6-gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT t`CTerc ne SCFIEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY Christine E. Stott FILE NUMBER This schedule must be rmm~larorl ~,,,~ si..a ,;.~_ ___._ _ _ 21-08-0985 REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FCTATe Ae SCHED~ILE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS Christine E. Stott ITEM NUMBER A. FUNERAL EXPENSES: 1' Gravesite 2. Funeral Hoome 3. Headstone FILE NUMBER 21-08-0985 Debts of decedent must be reported on Schedule I. B. ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: 2• Attorney Fees 3. 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 4• Probate Fees 5• Accountant's Fees 6. Tax Return Preparer's Fees ~~ The Sentinel (legal advertising) $~ Cumberland Law Journal (legal advertising) Zip Zip 500.00 9,195.00 1, 737.00 0.00 9, 785.00 0.00 142.66 75.00 TOTAL (Also enter on line 9 Recapitulation) I $ 21 434 66 (If more space is needed insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Christine E. Stott i SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1 TAXABLE DISTRIBUTIONS [inGude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER 21-08-0985 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 1 ~ Daniel Stott son 1 / 3 2• Frances Dimio daughter 1 / 3 3• Rosemary Durf daughter 1 / 3 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REIV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ 0.00 (If more space is needed, insert additional sheets of the same size)