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HomeMy WebLinkAbout06-30-10a J ~~'~ ~~O E (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280fi01 Harristwra. PA 17128-Ofi01 15D5605104? OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 1 0 0 3 8 6 Date of Birth ~.~ Dececient'~ First Name Mt W a t e r G Spouse's First Name MI ., ~,,,,,.., ._. .._.._ . __. __. ~ILEm IN DUPLICATE WITH THE THIS RETURN MUST BE ~' ~ ~ REGi~T~R bF VW#LLS FILL IN APPROPRIATE OVALS BELOW ~. 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death _ prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federa{ Estate Tax Return Required death after 12-12-82) +~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 1 8. Tota{ Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O' 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECT{ON MUST BE C PLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number _. ~t ~h A ~ D ~ L ~ . . E s~~ 7 1 ~7 ~; 2 5 8 6 8 4 4 n o n . ~ Firm Name (If Applicable) REGISTER OF WELLS USE ONLY 1, ~ ~~ i ~ $ ~ ~, ,, - i . .' First line of address ; ~p -~-~- ~ :; 1 .1 ~ 3 F r o~ n t , 5# t r e .e t „. ~7 , ;~. +d... ~ rte,-- F~ ~ ~~~ ~ ~ ~ ~ Second line of address €'r~t r e =+ ~,.+ ~ ~ P 0 B o ~ 3 "5 `8 ~ ~ "' ~:'~ City or Post Office State ZIP Code -~-'' _~ ~ B© i 1 i n, g S ~~ r ~~k n`~ P A ~` ~~ Q Q ~ -~I ~ _ r ~~ ~~ W `.~.~ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examin 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 they than the personal representative is based on all information of which preparer has any knowledge. 8 " ~ RE O ILIN TE AD RESS SIGNATU OF PREPARER OT ER 7HA P S NTATIVE DATE ADDRESS r ~ . o , o ,~ a LEASE USE ORIGINAL F RM O'NLY Side 1 15056051047 15056051047 y i J REV-1500 EX 20. FILL IN THE OVAL IF YOU ARE L 15056052048 15056052048 Decedent's Social Security Number . ~,:~ ~~~ 0 ~8~~0 4 0 0 8 84 A REFUND OF AN .OVERPAYMENT Side 2 15.05605.2048 REV-15(~ EX Page 3 Decedent's Complete Address: File Number 21 _ 10 - 0 3 8 6 DECEDENTS NAME 'Walter G. Tuttle, Sr. STREET ADDRESS 4172 Antelope Cou t -Apt. 103 CITE' -- Mechanicsburg STATE~A ziP 17 0 5 0 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty (1) -0- -0- $ 6 4 4.81 Totaf Credits (A + B + C) (2) -0- _n_ Total lnterest/Penalty (D + E ) 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 aUE. (3) (~) (5) {5A) (5B) $12,896.20 644.81 -0- $12, 251 .39 -0- $12,251 .39 Make Checf~ Payable to: RL~GlSTER OF 1LS, AGENT PLEASE .ANSWER THE FOLLOWIIwG 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 shad use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or...... ' ................................................................................................................ ^ .~. d. receive the promise for life of either ayments, benefits or care? ...................................................................... ^ 2. if death occurred after December 12, 1 X82, did decedent transfer property within one yedr of death without receiving adequate consideratiom? .............................................................................................................. ^ 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 Retiremr;nt Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ~ ^ IF THE ANSVI~R TO ANY OF THE ABOVE QUEST1t~NS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~ '~~. ~~< u~ j ~~. as`: i ~- f t _ , e ; t. ~ s - 'yrFK, ,n^~~.. ~ v,~e~a ~+': For dates bf death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of #ransfers 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 ~#e imposed on the net value of transfers to or for the use of the surviving spouse is zero (Opercent [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exemot'a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of a is and filing a tax return are still applicable even if the surviving use is the only beneficiary. For dates of death on or after Juiy 1, 2000: The tax rate imp~ed 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 pdrent, an adoptive parent, or a stepparent of the child is zero (0) pe nt [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or f the use of the decedent's lineal beneficiaries is four and one-hal# (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 trans#ers to or for use of the decedent's siblings is twelve (12}percent [72 P.S. §9116(a}(1:3)j. A sibling 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+ (fr98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~~ ~~~ ~~~ FILE NUMBER ~~~ mule apace ~s neeaea, insert 801QIUOn81 si189t8 Of the Sat-ie size) REV-1503 ~X+ (6-98) ~~~~~ COMM©NWEALTH OF PENNSYLVANIA ~~~ ~ ~~~~ IWHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I, FILE NUMBER Walter G. Tuttle,!, Sr. 21-10-0386 l~l propsrtt- johrtl~owned with rl~t ofi surviv~onhtp nwat bs dHe~Oesd on Sctieciule F. ITEM NUMBER DESCRiPTiON VALUE AT DATE QF DEATH ~. Fidelity Investments, #47-146013, individual $18, 318.14 general investmlent account. 2. 143.517 shares of T. Rowe Price New Income 1,339.72 Fund, #4300004429-8, @ $9.33 per sham. 3. 237.793 shares Hof T. Rowe Price Short-Term Hond 1,151.37 Fund, #55000051''59-6, @ $4.84 per share. 4. 58.386 shares of T, Rowe Price High Y~.eld Fund 385.74 #5700005186-6, ~@ $6.60 per share. 5. 2.72 shares of ~. Rowe Price Mid-Cap Growth 143.15 Fund#521904864-1, @ $52.63 per share. 6. 173.755 shares of T. Rowe Price US 'Treasury 990.80 Intermediate Fund, #6600001704-0, @ $x.70 per share. 7. 887.069 shares of T. Rowe Price GNMA Fund, 8,636.44 #7000001835-2, ~ $9.73 per share. 8. 5.931 shares of'T. Rowe Price Capital'Appreciatio 114.94' Fund, #7004414739-9, @ $19.38 per share. 9. 43.074 shares o~ T. Rowe Price~~~Intern~tional ~~ .. 417 ~'~ 1 Fund, #76000035$4-7, @ $9.68 per share. 10. 5.511 shares of T. Rowe Price Latin American 276.71 Fund, #700444089-2, @ $50.21 per Share. 11. 5692 shares of''T. Rowe Price Mid-Cap'Val~e 127.73 Fund, #52117991'x, @ $22.44 per share. . 12. 144.832 shares mf Vanguard Total Stocl~ Market 4,27 2.54 Index Fund, #00$5-0991-14055809, @ $291.50 per share. 13. 1,326.215 shares of Vanguard GNMA Fund Investor 14,110.93 Shares, #036-0991-14055809, @ $10.64 per share. TOTAL. (Also en#er on tine 2, Recapitulation). J ~ 5 0 , 2 85.3 2 pf ma!e >Mp®ce is needed, pert addibonad shoats of the same sae) F}EV-1504 F~C+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter G. Tuttle, Schedule C-1 or C-2 (including all supporting infor sole-proprietorship. See ITEM NUMBER NUMBER ~ • NONE ~~~~~ ~, CLOSELY-HELD CORI~0R~4T~1, PARTNERSHIP OR 1 SOLE-PROPRIETORSHIP FfLf NUMBER ;r, 21-18-0386 ~tion) must be attached for each closely-held corporatian/partnership interest of the decedent, other than a tractions for the supporting information to be submitted for sole-proprietorships. ~ VALUE AT DATE '' DESCRIPTION OF DEATH -0- TOTAL (Also enter on line 3, Recapitulation) ~ $ - ~ - (if more Space is needed, insert additional sheets of the same size) REV-1507 ~X+ (1-97) • ~~~~ COMMONWEALTH OF PENNSYLVANIA M~RI VALES ~ ~~S INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Walter G. Tuttle, r. 21-10-038b All property joint) -owned with right of survivorship must be disclosed on Schedule F. ITEM ' VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. NONE -0- u TOTAL (Also enter on Tine 4, Recapitulation) $ - ~ " (If more space is needed, insert additional sheets of the same size) SCHEDULE E COMMONWEALTH of PENNSYLVANW ASH, BANK DEPOSI~~, & NNSC. INHEWTANCE TAX RETURN PERSONAL PROPERTY SI DE NT ESTATE OF FILE t~)MBER Walter G. Tuttle, S 21-10-0386 Induce the proceeds of litigation and the date the proceeds ~ rere reoenred ~ the estate. AN WopatY l~af--e w~ the right of survivor:ttip n be diedosed on Schedule F. ITEM VALUE AT [SATE NUMBER DESCRIPTION. OF DEATH 1. Checking accounit, #29171-11 , at Members 1st $2, 274.64 Federal Credit Anion. 2. Savings accounts #29171-00, at Members 1st 17,068.31 Federal Credit Anion. 3. 2009 Toyota Siena. See 'attached app~caisal. 18,275.00. 4. Miscellaneous i~ems of personal property. 1,251.00 See attached ap~raisal. 5. Lump sum from U#~ited States Civil Service 73, 068.51 Retirement System. 6. Unpaid Compensation from employer. 9,503.01 TOTAL (Also eater on tine 5, Rec~itulation) S 12.1 , 4 4 0.4,7 (1f more is needed, insert ad~tional sheets of the same size) REV-190~EX+(1~~ SCHEDULE F OINTLY'OIM~VED !~!lOPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN T ESTATE ~ FN..E NUMBE~t Walter G. Tuttle, S 21==1=0-0386 Han suet wu made joint one year of the s dsM of death, k nwst be ~portsd on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT q, Walter G. Tuttle, Jr. 23,4 N. 33rd Street Son Shawn M. Tuttle Camp Hill, PA 17011-2601 Daughter-in-lay B. C. inum v~w~cn DRnDGR7Y• '~ . ITEM NUMBER LETTER. FOR JOINT TENANT DATE MADE JON1T DE Indude name of flnanaal instllWion deed br joky-Held real eetak. OF PROPERTY bank acoouM rxur>ber a similar ider-Ufying nwnber. Attach ~ UEUE OF ASSET !6 OF INTEREST DATE DEATH DECEDENT'S INTEREST 1, q, 10/23 Savings acc~unt #36426-00, at $25,899.69 1/3 $8,633.23 04 Members 1st Federal Credit Union 2. A. 10/23 Checking account, #36426-11, at 1,546.54 1/3 515.51 04 Members 1st~Federal Credit Union.' i i 1 ~~ A T~'fAl (Ahe enter cxt tine 6. Recac~ittl<la~tt) t 9. 1 4 8 _ 7 4 ~. (if more space is needed, insert additicmal sheets of the sarme si~ej F~/-75i0 EX + (7-9~ i i e SCHEDULE G INTER•1/IVOS TRAN~RS ~ ~A ~~ ~E AN D E INH WT CE TAx RETURN ISC. NON-PR08ATE PR0I~RTY I NT NT ESTATE OF FILE NUMBER Walter G. Tuttle, ~Sr. 21-10-0386 This schedule must be completed and filed if the answer to a y of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPE INCLUDE THE NAME of THE TRAI~FEREE, tHBR RBATWN6N~ TO ATTACH A COPY OF THE DEED FOR REAL TY AND THE DATE of TWWBFER STATE . DATE OF DEATH VAL EOFAS T %, OF DECD'S INTER ST EXCLUSION JFAPPUCABLE TAXABLE VALUE 1. Fidelity Investments, ccount 78,710.35 100 $78,710.3 #343-335134, Fidelity oth IRA. 2. Thrift Savings Plan, Inherited IRA i i i i 77,270.88 100 77,270.8 (If more spice is needed, insert TOTAL (Also enter on, line 7, Rec~itulation) I = 1 5 5 , 9 81 .2 3 sheets of the sa~rle size) REV 1511 EX+ (10-06) ~~~~ F~~~ EXPEf~1SES COMMONWEALTH OF PENNSYLVANIA iNHERiTANCE TAX RETURN ADM~IWSTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Walter G. Tuttle FILE NUMBER Sr. 21-10-0386 of dscsd~nt must be reponsd on ScMdub L ITEM NUMBER DESCRIPTION AMOUNT A. 1~ FUNERAL EXPENSES: Myers-Harner Funer 1 Home, Inc. $ 6,939.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative( ) Street Address City State Zip Year(s) Commission Paid: 2. AttomeyFees Anthony L DeLuca, Esquire 9, 500.00 3. Family Exemption: (If decedent's address s not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decade t 4. Probate Fees 3 2 ? . 5 0 5. Accountant's Fees 5 0 0.0 0 6. Tax Return Preparer's Fees Legal Advertising Cumberland Law Journal 75.00 ~$. Legal Advertising The Sentinel 208.75 9. Filing fees for i heritance tax return and inventory 30.00 10. Roy D. Gottshall, Auctioneer - appraisal of 70.00 personal property . TOTAL (Also enter on line 9, Recapitulation) ; 17 r 6 5 0.2 5 pf more space is needed, insert additional sheets of the same size) REV-1512 ~(+ (12-03) COMMONWEALTH of PENNSYLVANIA DEBTS ~F DE~~DENT, INHERITANCE TAX RETURN ORTGAGE LIABIUTI~S, & UENS RESIDENT DECEDENT ESTATE Of FILE NUMBER Walter G. Tuttle, Sr. 21-10-0386 Report debts incurred by the decedent prior t death which remained unpaid as of the date of death, including unreimbureed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~~ Members 1st Feder 1 Credit Union-Visa, #4672090000175018 credit card. 2. American Express, #6-41002-- Credit Card 3. Bank of America, 4264-2829-6299-9006 - Credit Card. 4. Cardmember Servic , #4266-9010-2478-7616 - Credit Card. 5. Chase Card Servic s, #4050-0620-0037-5361 - Credit Card. 6. Chase Cared Servi es, #4266-0530-0037-0114 - Credit Card. 7. Postmark Credit U ion - Visa #4184-9200-0002-2821 - Credit Card. 8. PPL Electric Util ties - Electric 9. Verizon - Telepho e 10. UGI - Gas 11. Pennsylvania Ameri can Water 12. Comcast - Cable 13. Holy Spirit Hospi al - Medical 14. Pinnacle Health E erg. - Medical 15. Pinnacle Health H spital - Medical 16. Quest Diagnostics - Medical 17. South Central EMS, Inc. - Medical 18. West Shore Family Dentistry - Dental TOTAL (Also enter on line 10, Recapitulation) S (If more pace is needed, insert additional sheets of the same size) $11, 226.58 2,514.42 5,596.46 3,489.51 695.00 2,814.47 2,883.86 36.99 47.92 75.43 22.34 84.85 200.00 109.00 1,346.00 2.90 1,057.50 420.00 32,623.23 r ' LAST WILL AND TESTAMENT OF WALTER G. TUTTLE, SR. I, WALTER G. T LE, SR., a resident of 226 Chestnut Street, Mt. Holly Springs, umberland County, Pennsylvania being of sound mind, memory and and rstanding, do hereby make, publish and declare this to be my Last ill and Testament, hereby revoking all Wills and Codicils hereto ore made by me. ITEM 1: I dir t that all my just debts, the expenses of my last illness and fun ral expenses be paid as soon after my decease as the same can con niently be done. ITEM 2: I dire t that there shall be paid out of my residuary estate all estate, nheritance and like taxes together with any interest or penalty hereon imposed by the government of the United States, or any sta a or territory thereof, or by any foreign government or polit cal subdivision thereof, in respect to all property required t be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the proper y passes under this Will or otherwise, excluding, however, ny property over which I have a taxable power of appointment, pro ided, however, that no residuary beneficiary shall by reason of his provision be denied the benefit of any deduction, credit, f vorable rate of tax or other benefit which by law en~~res to such b neficiary. ~, 1 f~J S ,~ ~ ~~.,~~,~ ' ~ " a ~' ` WALTER G . TUTTLE , SR . ~~ ;~~~~~ Cz 1" r '.~,•,~~i 1 LAST WILL ANU TESTAMENT OF WALTER G. TUTTLE, SR. ~L : I give devise and bequeath all of the rest, residue and remainder of my a tats, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, unto my son, WALTER G. TUTTLE, JR., provided, however, that he survives me and is iving sixty (60) days after the date of my death. ITEM 4: If an in the event that my son, WALTER G. TUTTLE, JR., does not surviv me and is not living sixty (60) days after the date of my death then and in such event, I give, devise and bequeath the interes in my estate which my said son would have received, if living, t~o the issue of my said son, WALTER G. TUTTLE, JR., per stirpes. STEM 5: I her by nominate, constitute and appoint my son, WALTER G. TUTTLE, JR., Executor of this my Last Will and Testament, with full power to do ny and all thinq~ nece;~sary for the complete administration of my estate, and direct that no bond or other surety is required of ~im in this or any other jurisdiction far his performance of this office. WALTER G. TUTTLE, SR. 2 LAST WILL AND TESTAMENT OF WALTER G. TUTTLE, SR. If and in the a ent that my son, WALTER G. TUTTLE, JR., does not survive me and is not living sixty (60) 'days after the date of my death, or does not complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint CCNB BANK, N.A., as Executor of this my Last Will and Testament, with full power to do any a d all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of it in this or any other jurisdiction for its performance of this o fice. ITEM 6: If an provision of this Will or of .any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all th remaining provisions thereof shall continue to be fully operativ and effective, so fare as ~is possible and reasonable. IN WITNESS WHERE have to this my Last consecutively numbere seal this ~,.(~ f ~ day of F, I, WALTER G. TUTTLE, SR., the Testator, ~i 11 and Testament , typewritten on four ( 4 ) l pages, subscribed my name and affixed my 1992 . l~ ~~ ~. ~ T~ ~ , WALTER G. TUTTLE, SR. 3 • LAST WILL AND TESTAMENT OF WALTER G. TUTTLE, SR. Signed, sealed, published and declared by the above named WALTER G. TUTTLE, SR., as and for his Last Will and Testament, in the presence of us, ho have hereunto subs+'cribed our names at his request, as wit eases hereto, in the presence of the said Testator, and of eac other. 1 ~ * ~ o ~ { ,"~' , "residing at ~ ~ C~~~~'"' / ~~., %~~~ ~ ;.~f~~ _ esidinq at ~ .~~, ~ G' ~ " '~ 4 ~'''- .- r E k AA~~ E !ro ' v { ~~~ t ~ 1 / / _ ~ r ~/ `~"" h ~ ., {: ,~ , v j ., ,, `' ~ ~; ,~ _ ,~ ~ -' ~ ~~~ 6 .,s:. y. ~/~ ~ ' ` •~"F , ~. r/r~~~~ ~ _..~- i . i.. ,~ 0 ~ ~ A ~~~, 1 ~~~y~~~e ~~ s T ~ ': /l~Z~./.~~.-~/~../ r I l O R ` ~ ~ ,,~, C~-N~ ~ ~ ~~ ~~ ~ ~ ~ ~~ -E.'G~'" ... _. ~ s ~~ ~o y ~ ~~~ o'~ %G~ ~j_ ~~w~~' G~ ~~ ~~ ~~~ e ~ + /~ ~ i .~~~ ,. . . ~+~~~$' ~ `S~ i~~~~~~ ~~~ ~~ m~ / G .'c i ~. ~~ i~; ~,~ i ~ 't 1 ~t i 1~~--~ !~ "zt t ,i T r ~ 9 .+~^ ~ V~~ ~~ ~~~~" ~I /~ /Jw /o~ `~ / ~ ~~ ~ / °~ to 6~'' ~~~~ On ~~ f J O~~c~~ j~~~ .~~~~ ~- r ~~ ,: ~r ~~~,~ ~,~_~~ ~ .~ - .~ de, ~~ ~~ ~ ~~ iz ~~ ~~ v ~, .~" ,~ } ~~ ~, ._...., .~, ~ `SSD~ ~" ~~.z9s ~ 9 ,~/ w A~+ /'Al i ~ x ~ 4.. -k SM ~~ p~ .,,~''' . o ~ ~~ ._ ~ ~ ~~ ~~~~ ~~ ~~ -- ~" ~~ R