The URL can be used to link to this page

Home My WebLink About12-01-10 (2) 1505607121 REV-1500 EX 06 05 ( - ) PA Department of Revenue OFFICIAL USE ONLY eureauoflndnridualTaxes Po aox 28osof INHERITANCE TAX RETURN County Code Year File Number Harrisbum, PA 17128-0601 RESIDENT DECEDENT 2 1 1 0 0 9 4 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0 1 1 6 1 1 6 1 0 9 1 1 2 0 1 0 0 2 1 2 1 9 2 5 Decedent's Last Name Suffix Decedent's First Name MI S T I N E A L I C E p (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS D 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 Tax Return Required death after 12-12-82) QX 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 I V O V O T T O I I I 7 1 7 2 4 3 3 3 4 1 Firm Name (If Applicable) - __ ___ __ M A R T S O N First line of address 1 0 E A S T Second line of address City or Post Office C A R L I S L E State ZIP Code REGISTER OF WILLS USE ONLY ~i ~ N 0 0 ~~ m n ~_ ~ ~ CI1 ~' P A 1 7 0 1 3 Correspondent's e-mail address: I O T T O a M A R T S O N L A W• C O M Q ~ n C~ ~ ~~ ED 3 ~~-- cn .-,-,za ~~ G~ f'r'~ #C'"t--'~j `t'1 ~~ Under penalties of perjury, l dedare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, co--ect and complete. Dedaratron of preparer other than the personal representatnre is based on all information of which preparer has any knowledge. SIGNATU ~E~ APB ~, Ofd RESPQ(JSI`BLrnE F'OQR,F,I'LI ~ RETURN DATE vf' ,~nl ~ ~ /02 l `' l ADDRESS 1321 S RING ROAD CARLISLE PA 17013 SIGNATUR~F~E~A HER THAN REPRESENTATIVE DATE 10 EAST HIGH STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J L A W O F F I C E S H I G H S T R E E T s~ 1505607221 REV-1500 EX Decedent's Social Security Number Decedent's Name: ALICE P• S T I N E 2 0 1 1 6 1 1 6 1 RECAPITULATION 1. Real estate (Schedule A) ....................................... 1. 2. Stocks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 8 8 6 0 1 . 0 8 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ S t Billi epara e ng Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ........................... 8. 8 8 6 0 1, 0 8 9. Funeral Expenses & Administrative Costs (Schedule H) ................ 9. 1 D D 3 9 . 8 8 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 9 9 ( ) ............ 10, 1 0 8 7 , 9 3 11. Total Deductions (total Lines 9 & 10) ........................... 11. 1 1 1 2 7 . 8 1 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 7 7 4 7 3 . 2 7 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. 7 7 4 7 3 . 2 7 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.o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 7 7 7 4 3. 2 7 16. 3 4 9 8. 4 5 17. Amount of Line 14 taxable at sibling rate X .12 0 D D 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 D. D 0 18. 0. D D 19. Tax Due ................................................ 19. 3 4 9 8. 4 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 1505607221 1505607221 J REV-15p0 EX Page 3 Decedent's Complete Address: File Number 21 10 0947 DECEDENTS NAME ALICE P. STINE --- -_--- STREET ADDRESS 1321 SPRING ROAD __- CITY STATE -- ZIP CARLISLE PA 17013 Tax Payments and Credits: t Tax Due (Page 2 Line 19) (1) 3 498 45 2. Credits/Payments , . A. Spousal Poverty Credit B. Prior Payments C. Discount 174.92 Total Credifs (A + B + C) (2) 174 92 3. Interest/Penalty ifapplicable . D. Interest E. Penalty Total InteresbPenalty (D + E) (3) 0 00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. . Flll in oval on Page 2, Llne 20 b 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) 3,323.53 A. Enter the interest on the tax due. (5A) B. Enter fhe total of Line 5 + 5A. This is the BALANCE DUE. (5B) 3 , 3 2 3.5 3 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE 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 transferred : ...................................................................... ^ b. retain the right to designate who shall use the property transferred or its income; ............................... ^ Q c. retain a reversionary interest; or ................................................................................................ ^ 0 d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ Q 3. Did decadent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ^ Q 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 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) peroent (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 fo or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) 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)]. 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-1508 EX + (8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA C~`~SHf BANK DEPOSITS, Ot M~S{.r. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ALICE P. STINE 21 10 0947 Include the proceeds of 1rfigation and the date the proceeds were received by the estate. All properlyjointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank checking 2670040035 86,426.19 ($86,416.60 + $9.59 interest -see attached) 2. Mass Mutual, benefit received after date of death ;54.06 3. Ewing Brothers Funeral Home, refund 77 18 4. SSA payment for September, deposited to M&T Bank checking 2670040035 after date of death 1,743.65 TOTAL (Also enter on line 5, Recapitulation) ~ S 88,601.08 (If more space is needed, insert adddional sheets of the same size) REV-111 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ALICE P. STINE 21 10 0947 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home, Cazlisle, PA 3,345.00 2. Carlisle Memorial Services, Inc., headstone 61 %.00 3. Ewing Brothers Funeral Home, foundation for headstone 350.00 4. Elizabeth Gazman, reimbursement for funeral dinner 163.00 5. Ministerial donation 150.00 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City Sfafa Zip Year(s) Commission Paid: 2, AttomeyFees MARTSON LAW OFFICES 3. Family Exemption: (lf decedents address is not the same as daimanYs, attach explanation) Gaimant Street Address City State _ Relationship of Claimant to Decedent Zip 4. ~ Probate Fees Register of Wills, Cumberland County 5. I Accountant's Fees 6. ~ Tax Retum Preparer's Fees 7, Filing fee, Inheritance Tax Return 8. Register of Wills, additional probate 9. Estate checks 5,180.00 135.00 1 > .00 75.00 9.88 TOTAL (Also enter on line 9, Recapitulation) I $ 10,039.88 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12A3) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ALICE P. STINE 21 10 0947 Report debts incurred by the decedent prior to death' which remained unpaid as of the date of death, including unreimbursed medical expenses. __ ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Pharmerica, account payable 333.65 2. ~ Verizon, account payable 3. ~ Golden Living Nursing Home, account payable TOTAL (Also enter on line 10, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) .60 748.68 1,087.93 REV-1513 EX + (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ALICE P. STINE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (inGude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Elizabeth Garman 1321 Spring Road Carlisle, PA 17013 2. Linda L. Bennett 64 Scotch Gap Road, Unit 127 Quaker Hill, CT 16375 FILE NUMBER 21 10 0947 aT10NSHIP TO DECEDENT Do Not List Trustee(s) Lineal Lineal AMOUNT OR SHARE OF ESTATE 38,871.64 38,871.63 ~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death Discount: 174.92 Interest Table Year Days Delinquent this time period _- _- _ ----- Before 1981 1982 --- - 1983 -.. _ _- 1984 ,one 77,743.27 interest this period --- - -- -_ ~__ 1986 T --- - - - -- ~ . - - _ - - - - -- --- ~-- ._ - 1987 -- -- I - ! ~ 1988 through 1991 ~_ - _ __ __- -- -- - -~ -- 1992 ~ 1993 throu h 1994 ~ __ -~- 1995 th h 1 ~- - --- - ~ _ roug 998 - _- __ _ _-_ 1999 -- ----- - ---- - ~ - -rt- 2000 - ------ ~- 2001 --_- - - _. - _ _- - --- - - --__ - -- 2002 -- - --- --- - - ,-- - 2003 - - --- -_- - ~ -- -- --- - ---- 2004 ~ - - 2005 -- , - 2006 2007 2008 _- 2009 -} - --- - -- ,._ - - ----- __.. _ _- --,--- - TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996:._ ___-___ _____ Penalty: - ----- - Balance Due this year -----~---- - -_ - ----f--- -- - -- , _- u. F:~FILESDATAFILE\Estate Plaiuung\49I4.WIL ORIGINAL RETAINED BY; LAW OFFICES =~aztson J~eazc~o¢ f f ~c~~cams ~ ~~o A PROFESSIONAL CORPORATIOPE TEN EAST HIGH STREET CARLISLE, PA 17013 17771243-334' LAST WILL AND TESTAMENT I, ALICE P. STINE, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representatives shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other y~''~,,,,- property not passing under this Will. 2- I give, devise and bequeath all the rest, residue and.: remainder of my estate, both real and personal property, unto my daughters, ELIZABETH GA,RMAN and LINDA LEHMAN, in equal shares, absolutely. 3. I nominate, constitute and appoint my said daughters, ELIZABETH GA,RMAN and LINDA LEHMAN, as Executrices of my estate. 4. I direct that my Executrices shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 5, I authorize and empower my Executrices, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and ~~. A.P.S. Page 1 of 3 Pages preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrices consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executrices shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this /s7` day of y~ ~ , 2002. _~ ~~' ~ ~_.~ ~~, ~ y,..~ (SEAL) Alice P. Stine SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. ~_ Page 2 of 3 Pages COlVIMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We; AliceP. Stine, .,~~/~,~iiGl/r1G ..,V~L=,I~' ,and ?'Y/~,--~~~ ~ ~ ,~~yt the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by Alice P. Stine, the Testatrix, and i subscribed and sworn to before me by ~.~~s.~/~,r? G ~ , l~ t°C~ ~' and `~~1ltrCt~~~~ r e-r~r,_.a~~~~ ,the witnesses, thGis l~rday of r~~-,~ , 2002. i .~. ~ Public NOTARIAL SEAL CORRII~}E L. MYERS, Notary Public CarNsle Boro, CumberlandCounry Commission Fzpires Ma 27, 2 3 Page 3 of 3 Pages 1 ~ ' ice P. Stine, Testatrix 09-24-'10 14:53 FRONJ-MFD-849874 3029342610 ]. TypeofAcxount Checking Account Accx~urrt Number 2670040035 Ownc~s/rip (NcancsY q~ Alue P Stine ~~~ D~ US-/0]/67 Balance on Date of Death $86,416 60 Ac<:rued Interest $ 9.59 Total $86,416.19 T-440 P0002/0002 F-361 Far tLtther oceount htfornaUon, ebsures and/or rdmbttrsanent of Nods please call the High Street Carlide OIRce at #117.7,40.4.36. We were uaahle to locate any safe deposit box for the above~nentioned decedent. This letter does ttot htdude aqv aecouub fn which the deceased nay Mtve beat Ifsted as Power of Atrontry, Custodbtn of Uniform Tranafcx~, Repr~cntativo Payoff or Trustee under a Wfittcn Arrcr~n~~nt Sincerely, Si „r,p M Kunble Adjusttnent Services