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Home My WebLink About06-30-09J 15056051058 REV-1500 ~ (x'05) OFFICIAL USE ONLY PA Department of Revenue County Code Year Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 179-12-3488 03/05/2009 Decedent's Last Name Stubljar (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Fle Number Date of Birth 06/10/1927 Suffix Deoadent's First Name MI Joseph G 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 Retum 2. Supplemental Return ° ~ 3. Remainder Retum (date of death prior to 12-13-82) _: 4. Limited Estate ;.':a 4a. Future Interest Compromise (date of , .. 5. Federal Estate Tax Retum Required death after 12-12-82) 6. Decedent Died Testate ~ . 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) _ 9. Litigation Proceeds Received ,:`:°~ 10. Spousal Poverty Credit (date of death ;: 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 CONFIDENTUL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Benjamin Wallace (717) 761-2312 Firm Name (If Applicable) r-~s _ _ _ _. __ REGISTER MILLS USE A~L.Y h. 'i Pratz & Wallace , ~ ~ c First line of address r ~ ~~-- ~~ ~ `~ ~" 24 N. 32nd Street cs3 ~' ~ =~ - c- Second line of address `~ ~ a < ~ ~ ,, f,, ~._ ~ ._ _ _ _ -- ~~ ~ City or Post Office p'E FILED State ZIP Code _. ~ _ ~`:7 ~ P'°~ Y Camp Hill PA 17061 Correspondents a-mail address: benjamin@pratzwallace.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 information of which preparer has any knowledge. Blt~+IATUME OF PERSON RE~PONSIBLin FOR FILINfr R@iTURN ~•.,, DA _ „ _ _ ~' ° ~ .~ ,~oGA~us R~~v ~~~~~ ~'I3 /~o~ SIGNATURE REP~ER AN REPR ENTATIVE DATE 06/28/09 ADDRESS 24 N. 32nd Street, Camp Hill PA 17061 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV 1500 EX Decedents Social Security Number Joseph G Stubijar , 179-12-3488 ~~ $ Nam: RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 0.00 2. Stocks and Bonds (Schedule B) ....................................... 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages 8~ Notes Receivable (Schedule D) ............................. 4. 0.00 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ........ 5. 21,111.02 6. Jointly Owned Property (Schedule F) ~~::,x_= Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property 0 00 (Schedule G) ..~`x: r~ Separate Billing Requested........ 7. . 8. Total Gross Assets (total Lines 1-7) .................................... 8. 21,111.02 9. Funeral Expenses 8 Administrative Costs (Schedule H) ..................... 9. 105.00 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) ................ 10. 0.00 11. Total Deductions (total Lines 9 ~ 10) ................................... 11. 105.00 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 21, 006.02 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to ~x has not been made (Schedule J) ........................ 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 21,006.02 .....m. _,. .......,, .. ~ti w .. _ ..._ ~ ....~,.. ~. . ,~. ,a__..d .Fl.~..._ r _.~ s,,.,M ..~ _ a __, , _. _ _ .._..._ ... A.,.. ~ ~ ....... . .... TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ._ . ... . 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 16. 945.27 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. 945.27 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ..,,.,a.n- 15056052059 Side 2 15056052059 REV 1500 EX Page 3 File. Number r1o~o~iont'c ['_mm~lr.~tr~ Oddr~ss' DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Joseph G Stubljar 179-12-3488 STREET ADDRESS 4591 Larch Drive Apartment A37 CITY STATE ZIP Harrisburg PA 17109 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 945.27 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 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. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 945.27 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 945.27 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 transferred :......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interesfi 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 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 properhr which contains a beneficiary designation? ........................................................................................................................ ^ 0 tF 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 surviving spouse is three (3) percent [T2 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 fiansf~s to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does n~ exemut a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefiaary. 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-aye 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 bansfers to or for the use of the decedent's lineal ber~efiaaries is tour and one-half (4.5) percent, exo~t 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 ivvelve (12) peroent [72 P.S. §9116(a)(1.3)j. 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+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCMEpULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Joseph G. Stubijar Irrcfude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of swrvivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCNEpt1LE M COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FlLE NUMBER Joseph G. Stubljar __ Debts of decedent must be reported on schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative(s) Sodal Security Number(suEIN Number of Personal Representative(s) Street Address Ciry .State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as daimant'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 7. Zip Zip 105.00 TOTAL (Also enter on line 9, Recapitulation) I $ 105.00 (If more space is needed, insert additional sheets of the same size) ~ M&T Iianlc 4206 Union Deposit Road, Harrisburg, PA 17111 June 19, 2009 Dear Sir or Madam: As of today, June 19th 2009, account #9845199729 for Joseph G Stubljar has a balance of $21.111.02. P{ease let me know if we can be of any further assistance in this matter. Sincerely, i _ ~.~ ~~ ~erry McDonnell Branch Manager 717-230-3541 Page: 1 Document Name: untitled STFD 1 THE TRANSACTION STMT FORMAT 09/06/19 13.42.59 STMT CO 96 OP EBRN MS 50852 ACTION COMPLE TE ACTION PROD CODE DDA COID 9 ACCT 98451997 /3 9/ ARC N H H JO CURR CODE 2 FROM 10 H E S PAGE 0 04 109/06/19 THRU ACTN POST EFFECTIVE CHECK NUMBER TRAM AMOUNT D/C BALANCE TRACE ID DESCRIPTION * 05/29 0635 90.35 D 19,879.58 8002015129 CHECK NUMBER 0635 * 06/10 0637 65.94 D 19,813.64 8006640337 CHECK NUMBER 0637 * 06/12 .82 C 19,814.46 I-GEN109061200030502 INTEREST PAYMENT 06/15 1,296.39 C 21,110.85 6508216059 DEPOSIT 06/19 .17 C 21,111.02 I-GEN109061900000001 INTEREST PAYMENT PF: 1-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM 11-CUTO -STSM ..... _ ...... . _ __ .................. Date: 6/19/2009 Time: 1:43:35 PM The Law Offices of Pratz & Wallace 24 North 32nd Street Camphill, PA 17011-2900 USA Ph:717-761-2312 Estate of Joseph G. Stubljar 234 N. 32nd Street Camp Hill, PA 17011 USA Attention: Executor of Estate Fax:717-761-2313 June 29, 2009 File #: 2009-0029 Inv #: 15 ~; Inheritance Tax DATE DESCRIPTION HOURS AMOUNT LAWYER Jun-28-09 Preparation of Estate /Inheritance Tax Docs 0.70 105.00 BWW Totals 0.70 $105.00 DISBURSEMENTS Jun-29-09 AccountingPostage Expense 4.50 Totals $4.50 Total Fee & Disbursements ~1V7•JV Balance Now Due O D $109.50 TAX ID Number 26-4260282 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND estate of JOSEPH G STUBLJAR SHORT CERTIFICATE I , GLENDA EARNER STRASBA UGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 21st day of Apri 1, Two Thousand and Nine, Letters TESTAMENTARY in common form were granted by the Register of said County, on the late of HAMPDEN TOWNSH/P (First, Middle, Last) in said county, deceased, to MAGDALENE M HENCH ROSANNE M CERJANIC (First, Middle, Lastl (First, Middle, Last) and that same has not since been revoked. and IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 21st day of April Two Thousand and Nine. Fi 1 e No . 2009- 00383 PA Fi 1 e No . 2 ~ - 09- 0383 Date of Death 3/05/2009 S . S . # 179-12-3488 Cd O ,~, ~. ~t ;' ~{ ~ ,~~7 NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL ~~ ~~ Cob C1C~~, ~-: ~,..~ ~-~ ~~ ~:; ~~ ~..