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Home My WebLink About11-30-10r r r 150561014.5 REV-1500 ~` `°'-'°' OFFICUL USE O~NLI~ PA Dspartrrant d Revsnue ~~~ County Code Yepr Fib Number eir~" °~ Ir'~d"'I T"`m PO sox 2eosol INHERITANCE TAX RETURN 2 / Q 9! O / / ~3 Hertbhyro, PA 17128-0801 RESIDENT DECEDENT , i ENTER DECEDENT INFORMATION BEIOW Socal Security Number Date of Death MMDDYYYY Date of Birth MMDDYYY'Y 174-26-0429 12082009 02171927 ~I' ~ Decedent's Last Name Suffix Decedents First Name I , MI Stone Esther I ! ' M (If Appllcahb) Enter SurvivirtD Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name !, MI Spouse's Social Seaxity Number THIS RETURN AiRJST BE FlLED IN DUF'LiCAT~ THE REGISTER OF WILLS i FILL IN APPROPRU-TE BOXTeS BELOW ® 1.Origknl Retum ~ 2. SupplsmerKal Retum 0 3. RsmalrxJsrl (date d death prior to 12-h 2 4. Urrrited Estate 0 4a. Futuro Ir-terest Compromise (dated 0 5. Federal EstaM Tex Rehrm Required death atix 12-12.82) ® 8. Decedent Died Testate 0 7. Decedent ftAaintalned a LNkp Trust 0 8. Total Numbber d - f ~ Deposit Boxes (Attach Copy d WIII) (Attach Copy d Trust) 0 9. Lkipatlon Proceeds Received 0 10. Spouedl Poverty Crodk (dais d death 0 11. Election to ~Itax Sec. 9113(A) between 121-91 and 1-1.95) (AthCh Scl~. O CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFOENTUIL TAX INFORMATION Name Deydrne Telepho Robert G. Frey 71724358 First line of address 5 South Hanover Street Second line of address BE DMECTED TO: N 0 ~!, ~ '' Gty or Post YJ(flce State ZIP Code Carlisle PA .17013 Corr+sspomdents a-mall addn~ss: r f reyr~f reyt i 1 ey . LY" ,~,~ Q ., 1 W *'a „J G3 ~ '~ ; ~ r ~ _ ..., ~;;~ 'TS ~' C3 79 erb shire Drive, Carlisle, PA 17015 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE ADDRESS 5 South Hanover Street, Carlisle, PA 17013 PLEASE USE ORKi1NAL FORM OI Side 1 1505610145 ~' ~~~ J~ J 1505610245 REV 1500 EX DecedenYS Sochi Security Number o.ced.rM'st~uris: Esther M Stone 174-20-0429 RECAPITULATION 1. Real Estate (Schedub A) ........................................... 1. NONE 2. Stocks and Bonds (Schedub B) ...................................... 2. NONE 3. Closely Held Corporation, Partnership orSob-Proprietorship (Schedub C) ..... 3. .NONE 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. NONE 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedub E) ...... 5. 417 5 . 0 0 6. .Jointly Owned Property (Schedule F) []Separate Billing Requested ........ 6. 7 8 5 0 . 0 0 7. Inter-Vivos Transfers 3 MisoeNanaoutC~~ Property (Schedule G) " ~ Requested ........ 7. NONE 8. Toed Gross Assets (total lines 1 through 7) ........................... 8. 12 0 2 5 . 0 0 9. Funeral. Expenses and Adrrdnistratlve Costa (Sdredub H) .................. 9. 17 O 8 O . 0 0 10. Debta of Deoederrt, Mortgage LiabiUtbs, and liens (Sohedub I) ............. 10. 2 3 3 9.0 0 11. Toth Deductlona (total trines 9 and t o) ............................... 11. 19 419.0 0 12. _tW~t Valuil ~ (Lin d nlusus .iris 1;1) ......................... .. 12. 7394.00 13. Charitable ar7d C~ovenmental eer~estersec 9113 Tn,sts for which an ebction to tax has not been made (Schedub J) ....................... 13, 0 . 0 0 14. 12 minus Line 13 1 a. - 7 3 9 4.0 0 TAX'C~LOULA ~= bEE°INi1TRUCTIONS FOR APPLICABLE tZATE3 15. ~~ of Line -14 taxable at the spousal tax rate, or transfers under Sea 9116 (ax1.2) X .0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .0 4 5 16. 0.0 0 17. Amount of Line 14 at almlirrg Warta X • 12 17. 0 . 0 0 18. AmoVrrt of Line 14 taxable atcollateral rate X , 15 18. 0.0 0 19. TAXI)UE ....................................................... 19. 20. FILL IN,'!'FIB 6Ct7(~ Yt'><J AfRiS R~l~i A ~ OFJ41~,. , _ tE)~IiiT Side 2 0.00 (~ 1505610245 1505610245 J i r i RfcN-1500 t7( Pape 3 Decedent's Complete Address: FlN Number 174-2a042s DECEDENT'S NAME E r M Stone STREET ADDRE 35' ~~ S ~n v9~/e.n~~. CITY Newvilie STATE ' PA Z P 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0,00 2. Credits/Payments A. Prior Payments B. Discount Total Credits (A + B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FlII in box on Pape Z. Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This fs the TAX DUE (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPRIOPRIATE BLOCKS 1. Did decedent make a transfer and: Y ~ a. retain the use or income of the Property transferred : ............................................................................. b. rotain the right to designate who shall use the Property tronafemed or its income : ................................ a retain a reversionary interost; or ............................................................................................................ d. receive the promise for life of either paymerrta, benefits or carol .......................................................... 2. ff death occurrod after Dec. 12,1982, did decedent transfer property within one year of death without reoeMng adequate conaideration? ................................................................................................. 3. Did decedent awn an "in mist for" or payabb-upon-death bank account or security at his or her death? .... 4. Did deced~t own an individual retirement accauit, annuHy or other non-probate property, which c~atains a bsne8dary designation? ............................................................................................................ IF THE AN$WER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R ~$ PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1,1995, the tax rate Imposed on the net value of trar~sfera to or for {he use of the surviving spouse is 3 percent [72 P.S. §9118 (a) (1.1) (I)]. For dates of death on or after Jan. 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 stlU applicable even ff the surviving spouse is the only beneAciary. For dates of death on or after July 1, 2000: • The tax rate imposed ~ the net value of transfers from a deceased gild 21 years of age or younger at death to or for the toss of a natural parent, an adoptlve paront or a stepparent of the child is 0 percent (72 P.S. §9116(ax12)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, excs,pt as noted in 72 P.S. §9116(12) [72 P.S. §9116(ax1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9118Qa)(1.3j]. 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-1508 Ex+cs-ss) ~r~,rH~DULE E CA~I#1, ~~ L~RQ,StTS, 8~ II~lSC. `'O"''„, ~,;""'" PERIAL PROPERTY RESENT DECENT ERTATE OF,-. _, ..., r=EKE . - . . Esther M Ston® Include the proceeds of utipeaon end the date the proceeds were received by the estate. aN._~_~__a.-_ f_f-.iaf, s'.v__..e_J'.v1.Wi ui::elt _f ._~___~"..::L~_ _..~ L~ ~t~_f,~~~J _~ s~i-~J..F~ c REV-1511 IX + (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ~+C~~D- H EUNER~,t, F.XPEtS AMD. ari~Ti~ cos7s Estf~r M Stone ,. ~~de;~Igli,r!;~' ~!lPd an s~ei+rdul~~!• A. FUNERAL EXPENSES: 1. Fogel Sanger-Bricker, Vault, internment, cremation & Um 2. B. ADMINISTRATIVE COSTS: . 1. Perso-yl'RepressnE~rra Commissloru: Name(s) of Personal Repressntatlve(s) Dek>res WOlford stream Address 79 Derlrvshire Drive cny Carlisle State PA ZIP 17015 Year(s) ConlnYssion Paid: 2010 2. Attorney Fees: 3. Famiy ExsmpUon: (If decedenPs address is not the same ~ c~imanrs, attach explanation.) claimant Evelyn N. KiNian street Address 35 Bki Soritlo Terrace city Newville state PA ZIP 17241 RelatlonsFdp of claimant to Dsceder>t Datx~hter 4. Protwte Fees: 5. Aecaurtant Fees: 6. Tax Return Preparer Fees: 7. 12,080 750 750 3,500 __~ r_r. REY-7512 EX+(72.06) Pennsylvania DEPARTMENT OF REVEMIE INHERITANCE TAX RETURN RESIOENr DECEDENT ~Ct~tE~'UL~~ ~`r DEBTS OF DECEDENT, MORTGAGE LIABILITIES $ LIENS ESTATE OF ~ f{ILE NUMBER G~~ u c+.,.,o Report detNs kictared by tM detatderN prbr to death that remaMed unpaW at tM date of dath Ncludnp annbrdw ITEM VALUE AT DATE NUMBER DESCRIPTION ' OF DEATH 1. Tuckey Mechanical Services 197 2. Kough's Oil 310 3. Carlisle Reg 50 4. Kinetic Imaging 40 5. Spirit of America, Inc I 1,296 7. Nevlroille Community Abulance 446 TOTAL (Also enter on Line 10, Recapitula n) 2,339 H move apace Is needed, insert additlonal sheets of the same size. REV-1513 IX+ (01-10) Pennsylvania SCHEDULE J t)EPAttTMENT of RtavteNUe tNHERtrAN~TAx ~~ BENEFICIARIES ~siDEKr oecEDEHr ESTATE OF: NUMBER: Esther M Stone " I-~-I ~ ~~ RELA110NSHIP TO DECEDENT' AMOUNT OR SHARE NUMBFJ2 NAME AND ADDRESS OF PERSON(S) RECF-IVING PROPERTY Do Not Lbt Trusbs(s) ~ ESTATE TAXABLE DISTRIBUTIONS pndude outriyM spousal distrlbutlons and transfers under Sec. 9116 (a) (1.2).) I 1 Cindy J. Tubbs i ' 47 Garden Parkway, Carlisle, PA 17013 Daughter '~/$ of residue , 2 Sarah K. Kough . 182 Big Spring Terrace, Newville, PA 17241 Daughter '~/`~ of residue 3 Beverly A. Kyle ' 183 Big Spring Terrace, Newvilie, PA 17241 Daughter ~/5 of residue 4 Evelyn N. Killian ' 35 Big Spring Terrace, Newville, PA 17241 Sister '~/$ of residue 5. Delores Wolford 79 Derbyshire Drive, Carlisle, PA 17015 Daughter '~/$ of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER H E „ AS APPROPRIATE. II NON-TAXABLE dSTRMlI11ONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART U -ENTER TOTAL NON-TAXABLE DISTR18UIlONS ON LINE 13 OF REV-1500 COVER SHEET. s 0 K nare space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF ESTHER M. STONE I, F.STHER M. STONE, single person, of Silver Spring Township (mailing address: 35 Big Spring Terrace, Newville, PA 17241), Cumberland County„. Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix or Executor to pay all of my jusd debts and funeral expenses as soon after my death as may be found convenient to do so. ~ further direct that all inheritance, transfer, succession, estate and death taxes, including interest and penalties thereon, which may be payable on account of my death shall bd payable from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 2. I give devise and bequeath my residence located at 35 Big Spring Terrace, Newville, Pennsylvania 16241, and all furniture, household articles and tangible personal property in my residence at the time of my death to my daughter and her husband` DECOKES J. WOLFORD and JAMES WOLFORD, or the survivor of them, of 79 Derbyshire Drive, Carlisle, Pennsylvania 17015, with it being my desire and request than they use it as a residence for my daughter, EVELYN N. KILLIAN of 35 Big Spring Terrace, Newville, Pennsylvania 17241. 3. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equall shares to my five (5) daughters, they being: DECOKES J. WOLFORD, BEVERLY ?u. KILLIAN, EVELYN N. KILLIAN, CINDY J. TUBBS, and SARAH K. KOUGI~, provided that each of them shall survive me by a period of ninety (90) days. In the event that any of the above named persons should predecease me or fail to survive me by thk; aforesaid period of ninety (90) days, then in such event the share that person would otherwise have received shall lapse and be added to the remaining share or shares. 4. I hereby nominate, constitute and appoint my daughter, DECOKES a. WOLFORD, as Executrix of this my Last Will and Testament, but should she predeceasee or fail to qualify of cease serving as such, then in such event I nominate. constitute and appoint my son-in-law, JAMES WOLFORD as alternate or successor Executor, and'I further direct that neither of them shall be required to post any bond to secure the faithful perfom~tance of her or his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on (3) pages, this L(~ day of ~ p~,' ~ , 2007.'. ..~? / ~~ . sA cti %J/ L. ~r~ .a~~'' (SEAL) ESTHER M. STONE Signed, sealed, published, and declared by ESTHER M. STONE the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed ovtr names as attesting witnesses. ,~ Ms' ~ t.. I Page 1 of! D Z