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Home My WebLink About07-06-09~r ..11 i_'! L_:.7 I.J 'i ~ 1 ~ Y..~ .., .,~ ~ a ~ ~ ..1.. ..,.1 C~ 4 '~ f P+1 ~ ~ 1 ~o ' t s ~ "~ ~I! ~Cj '~ a. _ ~ ( - .~ ~j lT T i .Y 1 fir, ~~ Tw ~j+~ c, ., +' ` ~' .. f .,, ~. ~~~ rb ~~ ~ ~ ~ ~~ ('A` i / nr'1fiY''4 ~fb ,. ~ ~ ... 0 U W N ~ ~ pc~~C ~ W Cy W ~ a ~ y W V ~ M ~ ~ ~ N O '~ O ti O w~~~ ~~~ ~~ r~v~ ~°Mv ~p~~ r,;:P,, ,,:, ,., t `~, ~ ~~t~~ ~ Vii: ~ ~~ 'i ~., ~v ~~ , . , ':r4 r":;ti ~~~ ::L, ~''"I r„~ ~~ ; . ~i~Q9,~UL -~ p~ ~2~ 4a ;~~I ;., i, ; .,...~.. w M.~~ L ..I.., I ;..;I e ~ t~ ~i ~~ ~NIILf~1~r ~.'~ Y ~ ~ ~ YO _ .. w w ....+~. •uu~~" L., ~. A.J iunr ~ ~ ~ p 4 w .. rll i D N ~ t1 J f [ ' NUIIrN "'',J wYrw w ~: ~,rv .~ ,,.... ,,.. , r.;;r ""~ ' ' ' ' ~ I I I ra..l '~ "" ...... ...,.~. ,...~. w ~' ~ W ..... ....... w _~ '" "«'..~ ti ......» ...+~.. ...+» W ~ '~ ~i ~ ~ ' Q ~ lr..f 1 O 't"} f,„~ ~ ~ ~ 4 ~ ~ ~ .,.:: ~: it ~. s ~ ~ ~ t:~~ ~~~ ~, V .t.q '; v~~c, ~ .:..>~ 0 w~ w~ o~~ ~w~ ~~~ ~a~ w ~ w ~~ ~ ~~v ILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum C~ 2. Supplemental Retum ~ 3. Remainder Retum (date of death prior to 12-13-82) Q 4. Limited Estate C~ 4a. Future Interest Compromise (date of C~ 5. Federal Estate Tax Retum Required death after 12-12-82) C~ 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) C~ 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (date of death C~ 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 DIRE TO: Name ~,~,~~~ vµ.,.~,~ ~ ,~__ _-_.. Daytime Telephon mber ~ .. w ,~ _.._. BARBARA B TOWNSEND w ~,~y~~ , ~,...~... ' _.._._._.~..~.w.....~~_~..._...~..v.._._.~....M..~._.._~_.._~._~._.~__....w.-.w....~. _~....~~._....~.~._.w~.M...~....~...~..~..._ ..~. Firm Name (If Applicable) ..~.~........~..._ _...V. .~.. _.~._~.~~. --- ~ ~~~ _~... _ ~.. ~ ~~~~~ ~ REGISTER O E oN TOWNSEND LAW OFFICE Correspondent's a-mail address: a°;'` c~ °a ~ ~7 ~, ~ ~a L.,:.~ t z:i ~"'~ ~.~~ ~ <~~ ~., ~ .7 ,.-r'.t ,~ .~: '..r f' „t~, d~O'' ~. 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. SI~ E O P ONSIBLE FOR FI ETURN 1 CEL~AIj~`ROAD, MECHANICSBURG PA 17050 J PREPARER OTH6l~THA EPRESENTATIVE _ 32 WEST QUEEN'STREET, CHAMBERSBURG PA 17201 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J J 15056052059 REV-1500 EX Decedent's Social Security Number ANDREW C JONES r Decedent's Name: '_. 201-42-6266 RECAPITULATION x 1. Real estate (Schedule A) ............................................. 1. 0.00 .. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8~ Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits 8~ Miscellaneous Personal Property .(Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 8 10) ................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. 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 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g. 19. TAX DUE .........................................................19. 0.00 0.00 0.00 32,046.39 0.00 88,970.94 121,017.33 12,399.65 115,359.95 127,759.60 0.00 ~.._..~ .._ ~_.__...._~~.~~_.__._~._~,..~._~_.~._.._._......~.~.~...,.._....~,~.__~~._.._..~.w._.~.._...~, I r 3 ..~~.w.,...~m.........w..~,..~...~,~.~.~, ~.......~,~m.,...w.~w...~...,.~....... M.~.~...~.~,.~....w ~.... :._ ~...._.,...w._....... ~ ~.~.~~._......~.~~..~._..........w.~w..w._........._._...._.............._._.H.~.._~_..w~...........~._~,. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: .................. ~„w. ~..,....w~. F~lQ,~hl~~'l~8f ,:.~..., ,..,...~.,.. . 08 = 00993 ...~~....... ~..~~,..... ...,.. ..m.r.. .r.,, .w,~.a ..,~ DECEDENT'S NAME DECEDENTS SOCIAL SECURITY NUM~R ANDREW C JONES 201-42-6266 _ STREET ADDRESS 901 CEDAR ROAD CITY STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. InterestlPenalty 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) 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) 0.00 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: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ Q b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ Q 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? .............. ^ [~c 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART 0?F THE RETURN REV-502 EX+ (11-08) ~ Pennsylvania SCH E D U L~~ A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ANDREW C JONES 2008-00993 TOTAL (Also enter on Line 1, Recapitulation.) $ 0.00 If more space is needed, insert additional sheets of the same size. REV'1503 EX+ (6-98) SCHEDVLE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER ANDREW C JONES 2008-00993 All property jointly-owned with~right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV'1504 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER ANDREW C JONES 2008-00993 Schedule C-1 or C-2 (including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. (ir more space is needed, insert additional sheets of the same size) • REV-'1507 EX+ (6-98) SCHEDI~ILE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERIfiANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER ANDREW C JONES 2008-00993 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT ®ATE NUMBER DESCRIPTION OF DEATH FOR INFORMATION, ONLY: •, 0 [RACHEL BESORE OWED A MORTGAGE TO CARROYL E RIFE, DATED MAY 16, 2005 AND RECORDED IN FRANKLIN COUNTY MORTGAGE BOOK 2773, PAGE 038. CARROYL E RIFE, DIED TESTATE JULY 10, 2005, LEAVING HER ESTATE TO HER SON, JOHN G JONES. JOHN G JONES DIED TESTATE ON OCTOBER 10, 2005 AND HIS SON, ANDREW C JONES ACCEPTED THE ASSIGNMENT OF THE MORTGAGE AS PARTIAL DISTRIBUTION OF HIS FATHER'S ESTAE, AS SHOWN IN MORTGAGE BOOK 3073, PAGE 579. ON OR ABOUT JUNE 11, 2008, RACHEL BESORE PAID THE REMAINING BALANCE OF THE MORTGAGE. ANDREW C JONES DEPOSITED THE PROCEEDS IN THE JOINT CHECKING ACCOUNT WITH HIS WIFE, MISHALA S JONES, ON JUNE 12, 2008. THE SAID ANDREW C JONES.DIED TESTATE ON JUNE 21, 2008, NAMING HIS WIFE AS HIS SOLE BENEFICIARY. THE JOINT CHECKING ACCOUNT HAD BEEN IN EXISTANCE SINCE 1999.] TOTAL (Also enter on line 4, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) ' REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NI~ABER ANDREW C JONES 2008-00993 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 VALR9E AT DATE NUMBER DESCRIPTION ~ DEATH 1 2006 CADILLAC CTS 20,895.00 2 1996 JEEP CHEROKEE SPORT 1,540.00 3 'UNPAID SALARY 6/13/08, 6/27/08 -COMMONWEALTH OF PENNSYLVANIA 3,636.00 4 ''UNUSED ANNUAL LEAVE -COMMONWEALTH OF PENNSYLVANIA 2,766.59 5 UNUSED SICK LEAVE - COMMONWEALTH OF PENNSYVANIA 2,908.80 6 CASH IN WALLET 300.00 TOTAL (Also enter on line 5, Recapitulation) $ 32,046.39 (If more space is needed, insert additional sheets of the same size) • REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~ILE F JOINTLY OWNED PROPERTY ESTATE OF FILE NUII~ER ANDREW C JONES 2008-00993 If an asset was made joint wit hin one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DEC'~DENT A• MISHALA S JONES 901_CEDAR ROAD WIFE MECHANICSBURG PA 17050 B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OFmEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTRUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'Sr~l'TEREST 1. A. 10/21/99 '901 CEDAR ROAD, MECHANICSBURG PA 17050 186,583.00 0 0.00 2' A '_01101/99 FULTON BANK -CHECKING ACCOUNT ** 90,208.00 0 0.00 ''** SEE SCHEDULE D,G FOR EXPLAINATION OF $88,970.94 OF THIS ..AMOUNT (TENANTS-BY-ENTIRTIES) TOTAL (Also enter on line 6, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) • REV X1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDIJLE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER ANDREW C JONES 2008-00993 REV-'1511 EX+ (12-99) SCFIEDIJLE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANDREW C JONES 2008-00993 Debts of decedlent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AAAOUNT A. FUNERAL EXPENSES: 1' GEISEL FUNERAL HOME 4,942.90 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) MISHALA JONES ___ Social Security Number(s)/EIN Number of Personal Representative(s) Street Address !901 CEDAR ROAD City MECHANICSBURG State'PA Zip ::17050 ............. Year(s) Commission Paid: 2. Attorney Fees 4,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,000.00 Claimant MISHALA JONES Street Address 901 CEDAR ROAD City MECHANICSBURG State PA .Zip 17050 Relationship of Claimant to Decedent 4. Probate Fees 157.Ot 5. Accountant's Fees 6. Tax Return Preparer's Fees 299 75 7. TOTAL (Also enter on line 9, Recapitulation) $ 12,399.65 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-08) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER ANDREW C JONES 2008-00993 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1' 'FHA MORTGAGE - 901 CEDAR ROAD, MECHANICSBURG PA 101,267.40 2' CITIFINANCIAL -DEBT FOR CADILLAC 11,040.17 3' 'SCHOOL TAXES - 901 CEDAR ROAD, MECHANICSBURG PA 1,457.38 4 FICA -OTHER TAXES WITHHELD FROM GROSS INCOME 899.00 5 US TREASURY - TAX ON INCOME RECEIVED BY ESTATE 696.00 TOTAL (Also enter on Line 10, Recapitulation) $ 115,359.95 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (11-OS) ~ Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT If more space is needed, insert additional sheets of the same size. ~~ -~~ ~3 ~` ~~3~- ~ ~~