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Home My WebLink About11-17-10 (2)15056051058 REV- ^ 5OO 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 10 r~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 397-26-1194 10/12/2010 09/16/1929 Decedent's Last Name Suffix Decedent's First Name MI Schiessl Daniel M (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 THE, REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW r 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of 5. Federal Estate Tai: 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 SHOULD BE DIRECTED T0: Name Daytime Telephone Number Susanne M Weibley 7-~ - ~~a _-~ ~~~ ~,, Firm Name (If Applicable) REGISTER OF~~~ USE +w ON ~ First line of address _.~ ~„~ +~ ~. _:_ 21 Spring Garden Estate ~ r ~,-> ~ .,,j ~ , - Second line of address ~~ ~, ~~ _ ~-, ~ ~ ~ f „' r r.,,..) ~--.. D FILED ~ `~ ' ~' City or Post Office _ State ZIP Code ~_ .~ t -: Carlisle Pa 17013 ~~ Correspondent's a-mail address: Under penalties of perjury, !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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE - _ - - __- _-- _ - ADDRESS (~ SIGNATURE FF P~ER`~9~HER THAN REPRESENTATIVE ~ ~ DATE= ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 f~m~ J 15056052059 REV-1500 EX Decedent's Social Security Number Daniel M SChiessl ' 397-26-1194 . Decedent s Name: ., . __ RECAPITULATION 1. Real estate (Schedule A). .... , .... , .. ................................ 1. 0.00 2. ....................................... Stocks and Bonds (Schedule B) 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. ' 0.00 4. Mort a es & Notes Receivable Schedule D 9 9 ( ) ............................. 4. 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 40,430.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... 6. 5,577.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) :: Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 46,007.00 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 4,775.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 0.00 11. Total Deductions (total Lines 9 & 10) .................................. . 11. 4,775.00 12. Net Value of Estate (Line 8 minus Line 11) ............................. . 12. 41,232.00 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. 41,232.00 _. 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 45 41,232.00. 15. ' 1,855.44 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 18. 19. TAX DUE ........................................................ . 19. 1,855.44 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Comalete Address: 21 ~~I 10 DECEDENT'S NAME DECEDENT'S SOCIAL SECUR'.ITY NUMBER Daniel M Schiessl 397-26-1194 __ - _-- - STREET ADDRESS ~ 145 Tower Circle __ --- - _ __ CITY ~ STATE ZIP Carlisle Pa 17013 Tax Payments and Credits; 1. Tax Due (Page 2 Line 19) (1) 1,855.44 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments - - _ -- - -- C. Discount 92.77 __ _ _ _ - --- - - Total Credits (A + 8 + C) (2) 92.77 3. Interest/Penalty if applicable D. Interest _ _ _ _ ___ E. Penalty __ _ ___ __ -_- __ Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page Z, 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) 1,762.67 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,762.67 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIp-TE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ 0 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? .............................................................................................................. ^ 0 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 which contains a beneficiary designation? ........................................................................................................................ ^ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE 1T AS PART OF THE RETURN. For dates of death on or after Ju{y 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 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 far 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 {east one parent in common with the decedent, whether by blood or adoption. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Daniel M Schiessl 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. (It more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) i a~[ i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER .JOINTLY-OWNED PROPERTY: {TEM NUP~IBER LETTER FOR JOINT TENANT DATE 1~AADE JOINT DESCRIPTION OF PRGFERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK. ACCOUNT NUMBER OP, SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-IiELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET `~~~ OF DECC?'S INTEREST DATE OF DEAT4-! VALUE OF DECEDENT'S INTEREST t• A• Pry ZC~~y M & T Bank Checking 739324 11,153.49 50 5,577.00 TOTAL (Also enter on line 6, Recapitulation) I $ 5,577.00 (If more space is needed, insert additional sheets of the same size) If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G, F`.~L'-151'_ EX-~ !1C3_`~g;, ~ Pennsylvania DEPARTMENT DC REVENUE. INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Daniel M Schiessl Decedent's debts must be reported on Schedule I. 0 If more space is needed, use additional sheets of paper of the same size. ~ pennsylvania SCHEDULE ~ "`-=:PARrMENI oF, NEVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Ol' FILE NUMBER Daniel M Schiessl RELATIONSHIP TO DECEDENT AMOUPJT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and kransfers under Sec. 9116 (a} (1.2}.] 1. Henry W Schiessl, 145 Tower Circle, Carlisle, Pa 17013 son 25% o 2 Denise Stone, 2 Rockey Lane, Carlisle, Pa 17015 daughter 25 /o 3 Susanne Weibley, 21 Spring Garden Est, Carlisle, Pa 17015 daughter 25% 4 Daniel Schiessl, 53 Partridge Circle, Carlisle, Pa 17013 son 25% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REU-1500 COVER SHEET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR b'UHICH AN ELECTION TO TAX IS NOT TAKEN 1. ~ B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. ~ ~ ~ TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ Q If more space is needed, insert additional sheets of the same size. ~~~ ~~ ~r1QC1 1J~i1a1~ :.ACCOUNT NQ. ACCOUNT TYPE 739324 M&T CLASSIC CHECKING W/INTEREST 00 0 04319M NM 017 _. 13922 DANIEL M SCHIESSL~ HENRY W SCHIESSL ~- 14~.. TOWER-__CLR _____ CARLISLE PA 17013-9627 INTEREST EARNED FOR STATEMENT PERIOD 0.30 INTEREST PAID YEAR TO DATE 1.33 Af'f'fi11AIT CIIMMADV STATEMENT:PERIOD: PAGE OCT.02-NOV.03,2010 1 OF 1 HIGH STREET-CARLISLE BEGINNING BALANCE DEPOSITS ~ ,;OTHER ADDITIONS " CHECKS PAID QTHER SUBTRACTIONS CURRENT IMTERE:ST;PD :ENDING: BALANCE < N0. AMOUNT N0. AMOUNT N0. AMOUNT 11,359.70 2 40,960.80 2 4,806.21 1 1,531.20 D.31 45,983.40 Af'f'(lllAiT /-r`TT\ITTV ROSTING DATE _, TRANSACTION DESCRIPTION -- ---- - REPOSITSINTEREST. &;OTHER ADQITIONS CHECKS $:OTHER:. SUBTRACTIONS _... DAILY<'< BALANCE 10-02-10 BEGINNING BALANCE 511,359.70 10-05-10 CHECK NUMBER 2986 206.21 _ 11,153.49 10-15-10 In Branch Transfer/Deposit 39,429.60 50,583.09 10-27-10 CHECK NUMBER 2987 4,600.00 45,983.09 11-01-10 US TREASURY 312 CIVIL SERV 1,531.20 47,514.29 11-03-10 INTEREST PAYMENT 0.31 11-03-10 REVERSE DIRECT DEPOSIT 1,531.20 45,983.40 ENDING BALANCE $45,983.40 `` CHECKS PAID SUMMARY 2986 10-05-10 206.21 2987 10-27-10 4,600.00 ANNUAL PERCENTAGE YIELD EARNED = 0.00 BEGINNING JANUARY 27,2011, THE EXTENDED OVERDRAFT FEE WILL BE REINSTATED FOR M8T CHECKING ACCOUNTS. IF YOUR ACCOUNT IS OVERDRAWN, WE WILL CHARGE YOU S10 FOR EVERY 5 BUSINESS DAYS FOR UP TO 40 BUSINESS DAYS UNTIL YOU PAY US ALL AMOUNTS OWED. YOU WILL NOT BE CHARGED IF THE OVERDRAFT IS SOLELY ATTRIBUTABLE TO ATM AND EVERYDAY DEBIT CARD TRANSACTIONS AND YOU HAVE NOT ELECTED TO PERMIT US TO AUTHORIZE AND PAY THESE TRANSACTIONS WHEN YOU DO NOT HAVE SUFFICIENT AVAILABLE FUNDS IN YOUR ACCOUNT. REMEMBER, YOU CAN MAKE OR CHANGE THIS ELECTION AT ANY TIME. L006A (6/07) Spring Garden 1-800-724-2440 Account History ****0939 M & T Market Advantage Stmt Posting Indicator Date Description Withdrawals Deposits Balance:. * 10/15/2010 SERVICE CHARGE $10.00 $992.85 * 10/15/2010 INTEREST PAYMENT ;$2.85 $1,002.85 * 10/15/2010 In Branch Transfer/Withdrawal $39,429.60 $1,000.00 * 10/04/2010 DEPOSIT $3,089.00 '" ~~~~~ ~$40,429 6 ~ ~ * 09/17/2010 INTEREST PAYMENT ;$3.07 $37,340.60 * 09/16/2010 CUSTOMER WITHDRAWAL $389.00 $37,337.53 * 09/01/2010 DEPOSIT $3,089.00 $37,726.53 * 08/17/2010 INTEREST PAYMENT ;62.86 $34,637.53 * 08/06/2010 DEPOSIT $3,089.00 $34,634.67 * 08/03/2010 CUSTOMER WITHDRAWAL $389.00 $31,545.67 I This is not an official statement I 11 /12/2010 10:18 AM 1 _ ~~~ ~'~~d~ng what's importal~ Spring Garden Office If You have any questions, please call our Telephone Banking Center at 1-800-724-2440 Today's Date: Business Date; 10/04/2010 10/04/2010 Time; 10;21 AM Savings Deposit $3,089.00 **~~0939 Total Balance; $40,429,60 Available Balance; $37,340,60 4344 / 14 151 Thanks for visiting us today, We are happy to assist you! ~~ Understanding wha~:.'s important Spring Garden Office If you have any questions, please call our Telephone Banking Center at: 1-800-724-2440 Today's Date: Business Date: 10/15/2010 1()/15/2010 Time: 12:13 PM Transfer Amount: $39,429.60 Funds Transferred To: ~~*~9324 Funds Transferred From: ~~~~0939 Transferred To; Total Balance $50,583,09 Available Balance $50,583,09 Transferred From: Total Balance $1,000,00 Available Balance $1,000,00 .~ 4344/ 06 101