The URL can be used to link to this page

Home My WebLink About05-04-10 15056041114 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of individual Taxes INHERITANCE TAX RETURN PO BOX 280601 • f ~ a~°' ~` Harrisburg PA 17128-0601 RESIDENT DECEDENT "` ~ ~ ~` ~°') ~ l ~'`~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174-20-7924 01022009 ~/31/192F Decedent's Last Name Suffix Decedent's First Jame MI SWING SEYMOUR A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Naive MI SWING JOAN L 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 0 2. Supplemental Return 0 3. Remainder Return (date of death 4. Limited Estate 0 prior to 12-13-82) 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 6. Decedent Died Testate (Attach Copy of Will) 0 7. Decedent Maintained a Living Trust: 0 8. Total Number of :;afe Deposit Boxes (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 SHOULD BE DIRECTED T0: Name Daytime Telephone Number ROBERT G. FREY 71?2435838 Firm Name (If A livable) PP FREY AND TILEY First line of address 5 SOUTH HANOVER STREET Second line of address City or Post Office CARLISLE REGISTEF~„QF WILLS USE~IVLY 4? ~ ~ ~~ mo ~ ~~ ~~ - t t ~ ~ ~ ~ ~~~ - ~ ~, ~_ DLED ~, _-, - j! J } ~... State ZIP Code PA 17013 Correspondent's a-mail address: rf rey@f reyt i ley , 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. SIGNATU F PERSON RE P N E FOR FILING RETURN DATE ' ~ ~ 2 v ADDRE 4 S NEHEDGE WAY, CA ISLE, PA 17015 SIGNAT OF PR ARE ~AN ESENT SS , 5 SOUTH HANOVE;R STREET, A LISLE, PA 17013 LEASE USE ORIGINAL FORM ONLY Side 1 15056041,114 Y V \ ~.. urr i t ~-~. 2 0 151~J56041114 J~ J 15056042115 REV-1500 EX Decedent's Social Security Number Decedent's Name: SEYMOUR A SWING 174-20-7924 RECAPITULATION 1. Real estate (Schedule A) ........... .. _ , , , .. _ . , .. 1. NONE 2. Stocks and Bonds (Schedule B) ............ . . .. . . .. . . 2. 5 4 9 6 7 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. NONE 4. Mortgages ~ Notes Receivable (Schedule D) ...... , . , , , . , . 4, N0.~1E 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... , ... 5. NO]VE 6. Jointly Owned Property (Schedule F) [Separate Billing Requested ...... .. 6 N01~1E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) Separate Billing Requested ...... . . 7. NOTJE 8. Total Gross Assets (total Lines 1-7) ............ .................... .. 8. 5 4 9 6 7. 0 0 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ............. . ... .. 9. NONE 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........... 10. NOr1E 11 Total Deductions t t l Li . ( o a nes 9 & 10) ........ .... . ............... 11. 0 , 0 0 12. Net Value of Estate (Line 8 minus Line 11) ... .... . ................... . , 12, 5 4 9 6 7 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ......... . . 13 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) 14. 5 4 9 6 7 . 0 0 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 54967.00 15. 0.00 16. Amount of Line 14 taxable at lineal rate X 0 4 5 17. . Amount of Line 14 16. 0. 0 0 taxable at sibling rate X • 12 17. 0 0 0 18. Amount of Line 14 taxable . at collateral rate :~( , 15 18. 0 . 0 0 19. TAX DUE ..... .............. ...... 19. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 15056042115 ~- ~_ 1_~05604211_~ J REV-1500 EX Page 3 174-20-7924 Decedent's Complete Address: DECEDENT'S NAME >EYMOUR A EWING STREET ADDRESS STONEHEDGE WAY File Number 21-09-0110 DECf=DENT'S SOCIAL SECURITY NUMBER 174-20-7924 CITY STATE 2'IP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments (1) _ 0.00 A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + g + C) 3. InteresbPenalty if applicable (2) _ 0.00 D. Interest E. Penalty Total Interest/Penalty (D + E.) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) 0.00 . 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) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 0.00 e Check Payable to: REGISTER OF WILLS, AGENT a~:s.~KEiYYIA+w~.'~..as..,~.~.... ..fit..... ~i.;:.~ .~~. .. :. ~,.1a'~, ~:. ~ t~ ,~~. ~. ~ ~~ - .~~ ~-~~^I ....~ ~[-t ~ - ~~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IIV THE APPROPRIATE BL OCKS 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 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 one year of death without receiving adequate consideration? ...... , .. ^ a ................. 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 property v~ihich contains a beneficiary designation? ...... O ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE (~ AND F ILE IT~'A"?S 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)]. 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 exempt a transfer to a survivin ~, g ..pouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are ;still applicable even if'the surviving ~;pouse 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 c-ne-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) per~~ent [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, whE~ther by blood or adoption. REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS tJ1Alt pF ' 1=1LE NUMBER SEYMOUR A EWING ~? 1-09-0110 All property jointly-owned with right of survivorship must be disclosed on Sr_npri~~ia F ITEM NUMBER 1.. VALUE AT DATE DESCRIPTION OF DEATH Nationwide Financial Services, 1052 shares, $52.25 per share buyout approved by shareholders 54,967 TOTAL (Also enter on line 2, F;eca itulation $ 54 967 (If more space is needed, insert additional sheets of the same size) Financial Seniices buyout completed: Nationwide Mutual spinoff returns to fold ~ TradingMarkets.corn 5/3/10 4:25 PM ~~tx~ate ~~~~~~~ ~vteil~#h;lr~g ~c~la I~~e+~ld to ~clnr~r~r iii one l~~c~b€:J~" ~~~ i'/ 5 -- f ' G n~~, t t~[[ f~ r ~y`~ ~_p~r~i' Zil lLn ~a _ ~. i ~ r an iM s~ - :-t~s Afy.r ?la Y . . ~ >. y,~..~.a..,...~.a,,., New ETF Bock by Larry Connors - :,'~,,1 .,ere 'c ~ea,::~cre SEARCJi Enter Sy,rnbols or fCeywords ~~ ~ Ga ' LOGthS .- r,_ ~. .;. .. ,_, ~: _~.,~,._, .- , ,. ._.; ,.,,,. ~ . i:..... ._.,~~~,, , .r~+r ._, , ,.. Wn:.i• Jatsw~ Ratutgs ~`ft6E TR~L .. Trading News Breaking News Most Read Stock Alert Market Analysis All Trading News PowerRatings Stock Ratings Upgrades Downgrades Home n News n Stock Alert 10C1 free trades, up to $100 hack Related News Daily Stoek Setups Larry Connors Daily Battle Plan Haggerty Professional Kaftbaum Intra-day Set-ups Stock PowerRatings ETF PowerRatings TM Indicators Financial Services buyout corr~pleted: Nationwide Mutual spinoff returns to fold Posted on: Thu, 01 Jan 2009 11:49:00 EST Symbols: NFS Do you know when to trade ~~ ? Check for a PowerRating from TradingMarkets Jan 01, 2009 (The Columbus Dispatch - McC:latchy- Tribune Information Services via COMTEX) NFS ~ Quote ~ Chart ~ News ~ PowerRating -The end of the year also meant the end of Nationwide: Financial Services as a publicly traded company. Yesterday, shareholders voted to accept Nationwide Mutual Insurance's o er of $2.4 billion - or $52.25 a share -- to buy back the shares it didn't own Hof the company it spun off in 19~ The deal becomes official today, Nationwide officials said. The approval of the sale was expected. Privately held Natianwide Mutual already controlled 66.3 percent of equity ownership of Nationwide Financial and 95 percent of the combined voting power. Nationwide Mutual is the insurance arm of the Columbus-based company~Natronwide Financial is in the financial-services business and now will be a subsidiary. "I think they would rather have the relative shelter of a mutual company structure in terms o1 not dealing with quarterly reports and not quite as much disclosure as you have in a publicly held company,"' said Donald Light, a senior analyst in the San Francisco office of C;elent, a Boston-based financial-consulting firrn. The $52.25 sale price amounts to a premium of about 38 percent over the closing price of National Financial's stock of $37.93 on March 7, the last day of trams d~ before disclosure of the proposal. Nationwide's initial offer was $47.20 per share. "Nationwide feels the terms of the agreement negotiated back in August of this year are fair and reasonable," spokesman Joe Case said, He said the purchase will make it easier to "align (our) entire product and service ortfolio around the customer, providing an even greater value proposition for current and future customers." Jerry Jurgensen serves as chief executive of both companies and will receive astock-option payout of $23.5 million when the sale is completed. "Mr. Jurgensen did not participate in the negol:iations and recused himself from all Nationwide Board discussions concerning the determination of the original offer price and subsequent August agreement," ease said, adding that the stock options were earned over the p€ast few years. Moody's downgraded Nationwide Mutual's rating as a result of "the sharp reduction of their standalone capital" resulting from the purchase of Nationwide Financial. Nationwide Financial has been hurt by the downturn in the economy in 2008 and all the turmoil in the financial- Advisors Can Help Clients Prepare for All Market Environments with Enhanced Investment Lineup from i Nationwide - Nationwide Funds awards mutual fund mandate to JP Morgan - 1 Nationwide Consolidates Custody, Fund Accounting j Fund Administration and Transfer Agency with J.P. Morgan - j A. M. Best Affirms Ratings of Nationwide Financial Services, Inc. and Its Subsidiaries; Outlook ' Negative - ', A. M. Best Affirms Ratings of Nationwide Financial Services, Inc. and its Subsidiaries; Outlook Negative - ,j More Ne~.vs » ;UPCOMING EVENTS: ~ ° Learn new strategies; hova i, to trade in this market, and the stocks you should be focusrng on each day. j Join us for our free 20 minute tele-seminars during the week. Thursday May 6 12:30 s PM i Hear What Kevin { Haggerty Sees in the Stock Market Today! j Wednesday May 5 ! 101 :00 PM '' Hear What Gary ~ Kaltbaum Sees in the Stock Market Today! ii i' ~ 'Attendance is strictly ~ ' limited and are filled on a l I ~ first-come, first-served ' ` ! basis. i H...-..j..r'. H -,.; n ,'9°x^^!4+...:.,, --•.+°°'p,. _ ~_..~ ~. ~ - ,,} ,; i ` ` ~ :~ ,~ ~ k t ~Y y <1 ~L ,~ *, ,~ ~ ~ b ~ F ' '~~ ~ t - ; `' ~ ~ r ~, ~~ ~ k _ ,,w 4 y s ~. -, Y 'y http://www.tradingmarkets.com/.site/news/Stock%20News/2104784/ Page 1 of 3