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Home My WebLink About02-04-10 (2)Y 1505607121 REV-1500 EX (os-05) OFFICIAL USE ONLY PA DepartrnentofRevenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 9 0 0 1 3 7 Hardsbum,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 6 7 3 4 0 6 9 3 1 1 2 4 2 0 0 8 Decedent's Last Name Suffix Decedent's First Name MI STONER WI L L i AM R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Q 1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ prior to 12-13-82) 5. Federal Estate Tax Return 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) CORR ESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number H ANTHONY A DAMS 71 7 532 3270 Firm Name (If Applicable) First line of address 49 WEST ORANGE STREET Second line of address S U I T E 3 City or Post Office SHI PPENSBURG REGISTER OF MILLS USE~ILY C U o C ~.,. 4 un W _ r ~ Py, °cr~~ r r CJ ~ ~ CJ C 2 ~ 7 ~AiE FILED --+ ;Y.l -y_, rp~ C":.7 :, 7 _;_; ~t State ZIP Code P A 1 7 2 5 7 C11 `'' ~,,,~ w } Correspondent's a-mail address: Under penalties of perjury, I declare chat I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is We, com3ct and complete. ration of preparer other than the personal represenhabve Is based on all infonnatbn of which preparer has any knowledge. SIG E OF PE SO SPONSJ@~,FOR FILING RETURN ~ /~E / 1505607121 USE ORIGINAL FORMA ONLY V U ~ 7a Side 1 1505607121 J V"~ ~o \\ .. V ~~ J 1505607221 REV-1500 EX Decedent's Social Security Number oecedenrsName: WILLIAM R. STONER 1 6 7 3 4 0 6 9 3 RECAPITULATION 1. Real estate (Schedule A) 1. 1 0 1 6 3 1 0 0 ........................................ 2. Stocks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers ~ Miscellaneous N n-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines t-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 & 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 _ 0 . 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 6 0 6 3 1 8 3 16 17. Amount of Line 14 taxable 0 0 0 at sibling rate X .12 . 17, 18. Amount of Line 14 taxable 0 0 0 at collateral rate X .15 . 18 19. Tax Due ...............................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1 1 9 2 5, 0 0 1 9 2, 5 0 1 1 3 7 4 8, 5 0 3 4 7 5, 5 0 4 9 6 4 1, 1 7 5 3 1 1 6, 6 7 6 0 6 3 1, 8 3 6 0 6 3 1, 8 3 0, 0 0 2 7 2 8. 4 3 0. 0 0 0. 0 0 2 7 2 8, 4 3 Side 2 1505607221 1505607221 J REV-1500 EX Pape 3 Dtecedelnt's Complete Address: File Number 21 09 00137 DECEDENTS NAME WILLIAM R. STONER STREET ADDRESS 120 BEETEM HOLLOW ROAD CITY NEWVILLE STATE _ PA ZIP 17241 Tax Payments and Credits: ~~ Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit _ B. Prior Payments _ C. Discount 3. InteresflPenalty if applicable D. Interest E. Penalty (1) 2,728.43 Total Credits (A + g + C) (2) 0.00 Total Interest/Penalty (D + E ) 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (3) 0.00 (4) 0.00 (5) 2,728.43 (5A) (58) 2.728.43 Make Check Payable to: REGISTER OF WILLS, AGENT ,'#+t~:.. .:::~:. ~ ,.:.. ,. ~`~., ":. .,. .Ett'+'~ nd`~ ~ .: a a ra'w`: 4_ . a[5:?~t,~x~;~. ,Ya ems., ' :.A"E"°i A+i"1 ^4C S W £" ERUr'E i`9 K ' R g[ 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 transferced : ............................................................ .......... ^ b. retain the right to designate who shall use the property transferred or its income : ..................... .......... ^ X^ c. retain a reversionary interest; or ...................................................................................... ... ^ d. receive the promise for life of either payments, benefits or care? ............................................. ....... .......... ^ ^X 2. if death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................. .......... ^ Q 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ......... ^ ^X 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................ .......... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. z.~~ ~~ yq, ~ ~ s-~ a' li' 7''.{(¢ of ~t` ..»z:_, ,k9~gp} ,~ . `t v!S =+,i: ;..- ..~.-e5m 4ifi:ut-.' _. $ t: ,_.____...am ~:~zucaui#.. ..... i .- .. .. taY'h s7^`3£C~3 .....l~t,r ,.; i .-, `.~ia.2ih ,~ .r- @~`.:JJ 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 orfor the use of the surviving spouse is three (3) percent [/2 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 (O) 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 twentyone 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-1502 EX + (6.98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE scHe~u~s a REAL ESTATE WILLIAM R. STONER 21 09 00137 All real property owned solely or as a tenant in common must be reported at falr market value. Fair market value is defined as the price at which properly would be exchanged betwe~ a wifiing buyer and a willing seller, neitlier being compelled to buy or sell, both having reasonable knowk+dge of fhe relevant tads. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. REAL ESTATE LYING AND BEING SITUATE ON BEETEM HOLLOW ROAD, 101,631.00 PENN TOWNSHIP, CUMBERLAND COUNTY, PA PARCEL #31-13-0112-049 ASSESSED 80660 X CLR 1.26 TOTAL (Also enter on line 1 Recapitulation) ~ S 101 631 00 (If more space is needed, insert addifional streets of the same s¢e) REV-1508 EX + (6-99) ' ~ SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT t~ I AI t ur FILE NUMBER WILLIAM R. STONER 21 09 00137 Include the proceeds of litigation and the dad the proceeds were received by the estate. All property jointly-owned with right oT survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2001 FORD F-350 85,000 MILES 11,025.00 DIESEL NADA BOOK ONLINE 2. 11998 OLDSMOBILE CUTLASS 130,000 MILES NADA BOOK ONLINE TOTAL (Also enter on line 5, Recapitulation) ~ ~ 11 900.00 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN scHE~u~E F JOINTLY-OWNED PROPERTY WILLIAM R. STONER 21 09 00137 K an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. LAVERNE W. STONER 124 BEETEM HOLLOW ROAD SON NEWVILLE, PA 17241 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. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 96 OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTERESI 1. A. 2000 ORRSTOWN BANK 385.00 50. 192.50 CHECKING ACCOUNT TOTAL (Also enter on line 6, Recapitulation) I S 192 50 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(t0-O6) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS carru c yr FILE NUMBER WILLIAM R. STONER 21 09 00137 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOLLINGER FUNERAL HOME 2,155.00 B. 1. 2. 3. 4. 5. 6. 7 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Strcet Address City state Year(s) Commission Paid: Attorney Fees 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 Zip Probate Fees 256.00 INITIAL PROBATE $15.00 FILING FEE Accountant's Fees Tax Return Preparers Fees RECORDER OF DEEDS (FILING FEE) Zip 1,000.00 271.00 49.50 TOTAL (Also enter on line 9, Recapitulation) I S (If more space s needed, insert additional sheets of the same size) REV-1513 EX + (g-pp) '~ ~ ~'~ SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT OF FILE NUMBER WILLIAM R. STONER 21 09 00137 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude ou~ ht s I d~tributbns, and transfers under Sec. 9116 la) (1. )2 ] 1. LAVERNE W. STONER Lineal 124 BEETEM HOLLOW ROAD 1000/a NEWVILLE, PA 17241 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ In nitnc apace i~ netveu, msen aaamonai sneers or me same size)