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Home My WebLink About04-05-101505605105$ REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN "" Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 08 0244 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 02/23/2008 08/20/1924 Decedent's Last Name Suffix Decedent's First Name MI McCALL FRANCES L ' (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 THIE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Retum 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 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) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUILD BE DIRECTED TO: Name Daytime Telephone Number ELIZABETH H. FEATHER (717) 232-7661 Firm Name (If Applicable) - -- - REGISTER OF WILLS USE ONLY CALDWELL & KEARNS 0 ^ ~ ~ ~ A First line of address 3631 NORTH FRONT STREET Second line of address City or Post Office HARRISBURG State, ZIP Code PA : 17110 c s~ d '7) ~ ma " ' .j r ~""1 ~ ;~ 1 ~ ~ ~ ^ . y- ~ .y.V /V ~ r.a ~ •~:? ,, ~y r ~i i __7 - f' %~ ,~ ~ . .- _+. ~~ D'"7 ~E.9 r ; - ~ -- _' _ `ra'"~ fV ". . 3 ."t ~ ~ = L~ p efeather~caldwellkeams.com ~``? Comes ondent's a-mail address: Under penalties of perjury, I deGare 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. SIGNAyUR~ O~ SO~S~~IBt~ ~Oj FILING RETURN Di4TE ADDRESS 606 GALE ROAD, CAMP HILL, PA 17011 THAN REPRESENTATIVE 3631 NORTH FRONT STREET, HARRISBURG, PA 17110 PLEA8E USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 ~~~ 15056052059 REV-1500 EX Decedent's Social Security Number decedent's Name: FRANCES L MCCALL RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 17,555.14 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 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 Non-Probate Property ~... .: (Schedule G) :: Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 17,555.14 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. 519.96 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 17,035.18 haritable 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. 17,0H5.18 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATE ~ S ~ ~~ ~ ~ ° ~~ _ ~ ~~ ~~ ~, ~~~~~~-~-~~ 15. Amount of Line 14 taxable at the spousal tax rate, or trans ers under Sec. 9116 _~T (a)(1.2) X .0_ 15. 16. _ _.. Amount of Line 14 taxable _.._ _ ._Tm ...- _. at lineal rate X .0 45 17,035.18 16. 766.58 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. 766.58 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT w_,-. 15 de 2 15056052059 REV-1500 EX Page 3 R.. ...I....~t~ ~`..rr...letn Arlrlrncc" _ Flle Number 21 08 0244 ~~~~~.~..- .----r ---- - ---- - DECEDENT'S NAME DECEDENT'S SOCIAL SECUiRITY NUMBER FRANCES L McCALL 254-32-7845 STREET ADDRESS 1914 CLARENDON STREET CITY STATE ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (3) (4) (5) (5A) (5B} 766.58 Total Credits (A + B + G) (2) Total InterestlPenalty (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. 786.58 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER 7HE 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 transfetted :.................................................................................... i ...... ^ ncome : ...................................... b. retain the right to designate who shall use the property transferred or its ...... c. retain a reversionary interest; or .................................................................................................................... ...... ^ ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ....................................................................................................... th? ' ....... ^ ^ ....... or payable upon death bank account or security at his or her dea 3. Did decedent own an "in trust for ....... Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 4 . 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, 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 [72 P.S. §9116 (a) (1.1) (i)J. 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 not exemot 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)J. 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-1503 EX+ (6-98) SCNED~/LE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FRANCES L. McCALL 21-08-0244 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-1511 EX+ 10-09) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBE~t FRANCES L. McCALL 21-08-0244 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. e. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 450.00 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Retum Preparer Fees: ~• Fee paid to sell Manulife stock 69.96 TOTAL (Also enter on Line 9, Recapitulation) ;' 519.96 If more space is needed, use additional sheets of paper of the same size. Please Note: The "Check Date," noted below, represents the settlement date of this transaction. Under normal market conditions, sale transactions are traded 3 business days prior to the "Check Date". BNY MELLON SHAREOWNER SERVICES ,: ~ . ~ ~_ ~I ,, r _ _w. ,... Lo r in g Investor ServiceDirect~ ~t www.bnymellon.com/shareowner/isd RETAIN FOR YOUR RECORDS SHAREHOLDER OF i DESCRIPTION MANULIFE FINANCIAL CORPORATION __ . __ -___r_ __. _ _ _ -_ _ - __ SHARES SOLD INVESTOR ID ~ __~__ i CUSIP ~ ACCOUNT KEY I CHECK NUMBER ~ CHECK DATE _ _... - - CHECK AMOUNT _ _ _.12.49863.4. 1733 1 001 75056501810 ~ MCCALL--FRANLOF00 - 7152695 ~j 11/16/2009 I $6,492.75 SHARES/UNRS SOLD 0 PRICE PER SHARE $ 0- _ - -- - T ADING FE 1 _ . , .-_ __ . . _ SERVICE FE ES PAID BY - 458.000 i 19.734800 R _ - GROSS PROCEEDS _ _ TAX WRHHELD I COMPANY _ _ . ~ COMPANY _ SHAREHOLDER SHAREHOLDER 1 _$9,038.54 - - - i $2,530.79 _ _ - $0.00 ! $54.96 i $0.00 i $15.00 NE7 PROCEEDS ~ SHARES HELD 8Y PLAN $6,492.75 ~ 0.0000 , PLEASE DETACH BELOW CHECK NUMBER: 7152695 JAMES R. CLIPPINGER JAMES L. GOLDSMITH P. DANIEL ALT LAND JEFFREY T. MCGUIRE• STANLEY J. A. LASKOW SKI DOUGLAS K. MARSICO BRETT M. WOODBURN MICHAEL D. REED PAULA J. LEICHT ELIZABETH H. FEATHER KAREN W. MILLER DOUGLAS M. OBERHOLSER •BOARD CERTIFIED CIVIL TRIAL ADVOCATE CALDWELL &KEARNS A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 3631 NORTH FRONT STREET HARRISBURG, PENNSYLVANIA 1 7110-1 5 3 3 March 29, 2010 OF COUNSEL CARL G. WASS JAMES D. CAMPBELL, JR. CHARLES J. DEHART, III TH0MA5 D. CALDWELL. JR. 119 2 8-2 0011 RICHARD L. KEARNS RETIRED 717-232-7661 FAX: 717-232-2766 thefirm®CKLegal.net Glenda Farner-Strasbaugh, Register of Wills Goo N ~- Cumberland County Courthouse ;~~ ~ ~~., One Courthouse Square ~ ~t? ~, ; , ~:;_ ,-,~, Carlisle, PA 17013 `~`~~ `J' -`'`--' 1V `-~J _. ~ Re: Estate of Frances Louise McCall . `~ ~ .. - _1 f _. ,--~ No. 21-08-0244 b cs~ _ ~~~ 4-r~ ~~ Dear Ms. Farner-Strasbaugh: Enclosed please find two copies of the Supplemental Pennsylvania Inheritance Tax Return in regard to the above-referenced Estate. I have also enclosed a copy of the front page of the Inheritance Tax Return to be time-stamped and returnied to me in the enclosed self-addressed, stamped envelope. Thank you for your assistance. If you have any questions, please conitact me. Very truly yours, Elizabeth H. Feather CALDWELL &KEARNS, P.C. efeather@cklegal. net EHF/se Enclosures cc: William T. McCall (w/enc.) 07435-002/160970 -~~. W r ~ `~ i~_;..i a r ~~ , t.. ~Y~' OQ v ~' < N 4~ ~ ~ ~k j q ~ _ ~`r43.tIN~ ~ N ,. O N ~ ~ ~ CL o L L ~ ~ N °v ~ N ~ ~ ~ to ~ 7 t? 0 ~C ~ ~ o. = `~ ` u . - o ~~ ~ ~ vp c~ C/~ ,~.:._ ~~ m .. :Y.r~ w ~ r +~r^~'' ~ .. ~ ` ~ r ~' --~ Z r ~-` ~ r ~". ~ O c( ` ~ ~ ~ , ~~ ~ ~ ~ ~ ..r ~ ~ ~ O N z .~,.- .r ~ ~ M ~ ` 0 Q c ~, ~ m ~