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Home My WebLink About12-28-10 (3)I ^ ^^I I ^^ REV-1500 Exl°'-'°> Pennsylvania OFFlCIAL USE ONLY PAOepartmentofRevenue 06y°""~N10f"'E Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280801 21 09 1217 Harrisburg, PA 17128-0801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 209 07 8896 09 09 2010 11 30 1920 Decedent's Last Name Lytle Suffix Decedent's Frst Name Edward S. (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Frst Name MI MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (date of death O 4. Limited Estate p 4a. Future Interest Compromise (date of prior to 12-13-82) p 5. Federal Estate Tax Retum Required death after 12-12-82) ~ 6. Decedent Died Testate (Attach Copy of Will) p 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes l~ 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death p 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) .vnn~srvnutn r -rots section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telephone Number Stephanie Kleinfelter, Esq. 717 901 7786 REGISTEB.~F WILLS USE ~Y C /"S Frst line of address ~' t~ l"i"t Keefer Wood Allen & Rahal, LLP ~~~ ~ Second Tine of address ~ C~ 635 N. 12th Street, Suite 400 ~ ~~, City or Post Office Sfate ZIP Code ~E FILED ~ Lemoyne PA 17043 ~~ rn Correspondent's a-mail address: skleinfelter keeferwood.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, corrsctand complete. Declaration ofthe preparerotherthan personal representative is based on all information of which preparer has any knowledge. ~NATUREOF ER§(JMRESi~JSIBLEFORFILINGRETURN _ ___ -.~, ~ ~ 1 ~ ~a d j~ A DRESS 151 Slate Hill cad am Hill, PA 1701 NAT R AD R OFPREPAR RO ER HAN PRESENT E DATE l a a D ES 35 12 S r , Su a 400 Lemo , PA 17043 PLEASE USE ORIGINAL FORM ONLY Side 1 I ^ ^^I I ^^ I ^ ^^I I ^^ ^ ^^I ^^^ Rev-1500 IX Decedent's Social Security Number Decedent's Name: Edward S. Lytle 209 07 8896 RECAPITULATION 1. Real estate (Schedule A) ......................................... 1. 0.00 2. Stocks and Bonds (Schedule B) .................................... 2. 37,224.34 3. gosely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ...... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ......................... 4, 0,00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ....... 5. 25,024.6$ 6. Jointly Owned Property (Schedule ~ I~ Separate Billing Requested ...... 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested ...... 7. 40,4]2,50 8. Total Gross Assets (total Lines 1 through 7) ........................... . g, 102,721.52 9. Funeral 1=xpenses and Administrative Costs (Schedule H) .................. g. 16, 039.26 10. Debts of Decedent, Mortgage Liabilities, and liens (Schedule I) ............. 10. 2,457.48 11. Total Deductions (total Lines 9 and 10) .............................. 11. 18,496.74 12. Net Value of Estate (Line 8 minus Line 11) ............................. 12. $4',224.78 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 14. an election to tax has not been made (Schedule J) Net Value SubJect to Tax (Line 12 minus Line 13) ....................... ....................... 13, 14. 0,00 $4,224.78 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 .00 0.00 15, 0.00 16. Amount of Line 14 taxable at lineal rate X .045 84,224.78 16, 3,790.12 17. Amount of Line 14 taxable at sibling rate X .12 0,00 17 0.00 18. Amount of Line 14 taxable at collateral rate x .15 0.00 1& 0.00 19. TAX DUE .................................................... 19. 3,790.12 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 I ^ ^^I ^^^ I ^ ^^I ^^^ J Rev-1500 IX Page 3 Decedent's Comulete Address: Fle Number ~~ na ~~~~ NAM Edward S. L le STREET ADDRESS 2100 Bent Creek Blvd. A t 217 CITY Mechanisbur STATE Zip PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Une 19) 2. Credits/Payments A. Prior Paymerns 0.00 B. Discount 0 00 Total Credits (A + B) 3. I merest 4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Une 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, erner the difference. This is the TAX DUE. (1) 3 790 12 (2> 0 00 (3) 59.20 (4) (5) 3,849.32 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 : ................ c. retain a reversionary irnerest; or .......................................... . d. receive the promise for life of either paymerns, benefits or care? ........................... 2. If death occurred after December 12, 1982, did decedern transfer property within one year of death without receiving adequate consideration? ....................................... 3. Did decedent own an "intrust fog" or payable-upon-death bank account or security at his or her death? .. Q 4. Did decedent own an individual retiremern accourn, annuity, or other non-probate property, which cornains a beneficiary designation? ............................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE Q AND FILE IT AS 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 transfers to or for the use of the surviving spouse is 3 peroern [72 P.S. Sect. 9116(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 peroern [72 P.S. Sect. 9116(a)(1.1)(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requiremerns 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 21 years of age or younger at death to or for the use of a natural parern, an adoptive parent, or a stepparern of the child is 0 percent [72 P.S. Sect. 9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedern's lineal beneficiaries is 4.5 peroern, except as noted in 72 P.S. Sect. 9116(1.2) [72 P.S. Sect. 9116(a)(1)j. • The tax rate imposed on the net value of transfers to or for the use of the decedern's siblings is 12 peroern [72 P.S. Sect. 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 decedern, whether by blood or adoption. REV-1503 EX+(8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Edward S. FILE NUMBER Lytle 21 09 1217 All property Jointly-owned with rlyht of survlvorhslp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 $50 U.S. Series EE Bond 96 50 Serial No. 183535728 -Issue Date 11/1984 . Principal $25 Accrued Interest $71.50 2 $50 U.S. Series EE Bond 96 50 Serial No. 183535729 -Issue Date 11/1984 . Principal $25 Accrued Interest $71.50 3 $200 U.S. Series EE Bond Serial No. 2615690 -Issue Date 5/1983 412.80 Principal $100 Accrued Interest $312.80 4 $200 U.S. Series EE Bond Serial No. 2615691 -Issue Date 5/1983 412.80 Principal $100 Accrued Interest $312.80 5 $200 U.S. Series EE Bond Serial No. 2615689 -Issue Date 4/1983 431.60 Principal $100 Accrued Interest $331.60 6 $200 U.S. Series EE Bond Serial No. 2615688 -Issue Date 3/1983 431.60 Principal $100 Accrued Interest $331.60 7 $200 U.S. Series EE Bond Serial No. 41194313 -Issue Date 2/1983 248.92 Principal $100 Accrued Interest $198.92 8 $200 U.S. Series EE Bond Serial No. 2615687 -Issue Date 3/1983 431.60 Principal $100 Accrued Interest $331.60 9 $100 U.S. Series EE Bond 300 84 Serial No. 6208371 -Issue Date 11/1980 . Principal $50 Accrued Interest $250.84 10 $100 U.S. Series EE Bond Total from continuation Schedule(s) TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) 185.48 34,175.70 37,224.34 Page 2 Estate of: Edward S. Lytle 21 09 1217 Schedule B -Stocks and Bonds Item Value at Date Number _ Description of Death 10 Serial No. 95204996 -Issue Date 11/1985 Principal $50 Accrued Interest $135.48 11 $100 U.S. Series EE Bond 154.08 Serial No. 141699295 -Issue Date 11/1987 Principal $50 Accrued Interest $104.08 12 $100 U.S. Series EE Bond 248 92 Serial No. 41194314 -Issue Date 2/1983 Principal $50 Accrued Interest $198.92 13 $100 U.S. Series EE Bond 92.08 Serial No. 503983776 -Issue Date 12/1994 Principal $50 Accrued Interest $42.08 14 $100 U.S. Series EE Bond 160.32 Serial No. 125887378 -Issue Date 11/1986 Principal $50 Accrued Interest $110.32 15 $100 U.S. Series EE Bond 142.36 Serial No. 23806078 -Issue Date 11/1989 Principal $50 Accrued Interest $92.36 16 $100 U.S. Series EE Bond 148.08 Serial No. 177590257 -Issue Date 11/1988 Principal $50 Accrued Interest $98.08 17 $100 U.S. Series EE Bond 136.80 Serial No. 267737913 -Issue Date 10/1990 Principal $50 Accrued Interest $86.80 18 $100 U.S. Series EE Bond 131.52 Serial No. 327210283 -Issue Date 9/1991 Principal $50 Accrued Interest $81.52 19 $100 U.S. Series EE Bond 126.40 Serial No. 392081469 -Issue Date 11/1992 TOTAL. (Carry forward to main schedule) ...... 1,340.56 Page 3 Estate of: Edward S. Lytle 21 09 1217 Schedule B -Stocks and Bonds Item Value at Date Number Description of Death 19 Principal $50 Accrued Interest $76.40 20 $100 U.S. Series EE Bond 276 84 Serial No. 24768022 -Issue Date 11/1981 Principal $50 Accrued Interest $226.84 21 $100 U.S. Series EE Bond 97 84 Serial No. 433948994 -Issue Date 10/1993 Principal $50 Accrued Interest $47.84 22 $100 U.S. Series EE Bond 200.80 Serial No. 51893484 -Issue Date 11/1983 Principal $50 Accrued Interest $150.80 23 $100 U.S. Series EE Bond 253.92 Serial No. 38527297 -Issue Date 11/1982 Principal $50 Accrued Interest $203.92 24 $50 U.S. Series EE Bond 221.24 Serial No. 2135095458 -Issue Date 11/1979 Principal $37.50 Accrued Interest $183.74 25 500 Shares Big Lots Inc. 12,670.00 26 800 Shares Rite Aid Corp 1,304.00 27 300 Shares Prudential Financial Inc. 14,439.00 28 1,000 shares US Gold Corporation 3,235.00 29 6 shares First Midwest Financial Corporation Now 136 50 Meta Financial Group, Inc. . TOTAL. (Carry forward to main schedule) ...... 32,835.14 REV-1508 EX+(8-98) COMMONWEALTH OF PENNSYLVANIA INH ERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Edward S. Lytle 21 09 1217 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorshln must be dtsctesed en s~1,..i~~~. ~ (If more space is needed, insert additional sheets of the same size) REV-1610 EX+(OB-09) ~ pennsytvania DEPARTMENT OE REYENUE INHERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY FILE NUMBER Edward S. Lytle 21 09 1217 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-tSDD is ve:. ITEM NUM INCLUDENAMEOERGARNSPFrEIOE OEPROoNSH PTODECEOENT& DATE OF TRANSFER. ATTACH COPYOF DEED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OFDECD' INTEREST S EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Integrity Bank 100.00 100 0.00 32 132.17 Savings Account No. 000401019890 , Principal $32,106.96 Accrued Interest $25.21 Held Jointly With Daughter, Jean A. Capello Date Made Joint 08/03!2009 2 Integrity Bank 100.00 100 0.00 8 340.33 Checking Account No. 0201037107 , Principal $8,335.26 Accrued Interest $5.07 Held Jointly With Daughter, Jean A. Capello Date Made Joint 08/03/2009 TOTAL (Also enter on Line 7, Recapitulation) ~ 40,472.50 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) ~ Pennsylvania SCHEDULE H OQPARTMENT OP R6VENU6 FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENTDECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Edward S. Lytle 21 09 1217 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL IXPENSES: 1 Siwicki-Yanicko Funeral Home 9,062.00 2 Springdale Floral & Gift Shop 936.25 3 Funeral Reception Expenses 1,640.49 4 Immediate Family Funeral Travel Expenses 1,184.02 B. ADMINISTRATIVE COSTS: 1. Personal Represernative Commissions: Name(s) of Personal Representative(s) Street Address qtY State Zip Year(s) Commission Paid: 2. Attorney Fees 3,000.00 3. Family Exemption: (If deceden's address is not the same as claimarn's, attach explanation.) gaimarn Street Address qtY State Zip Relationship of gaimarn to Decedern a. Probate Fees: 135.00 5. Accournarn Fees: 6. Tax Return Preparer Fees: 7 Register of Wills Of Cumberland County 51.50 - Miscellaneous Charges Will $15.00 Short Certificates $ 8.00 JCS Fee $23.50 Automation Fee $ 5.00 8 Register Of Wills 30.00 Filing Fees -Inheritance Tax Return and Inventory TOTAL (Also enter on Line 9, Recapitulation) 16,039.26 If more space is needed, use additional sheets of paper of the same size REV-1612 EX+(12-OB) ~ pennsytvania DEPARTMENT Of REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Edward S. Lytle 21 09 1217 Report debts Incurred by decedent prior to death that remained unpaid at the date of death. Inciudtne unrwimFu~~e..E ...~.~~..,~ _...._____ If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) ~ pennsylvania SCHEDULE J ~EpARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENTDECEDENT ESTATE OF: FILE NUMBER: Edward S. Lytle ~ ~ no , ~, ~ NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Ust Tru s AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Ir~lude outright spousal distributions and , transfers under Sec. 9116(a)(1.2).] Jean A. Capello Daughter 62,348.64 1515 Slate Hill Road Camp Hill, PA 17011 Judith Elaine Lytle McCallister Daughter 21,876.14 110 Fox Fire Lane Lewissberry, PA 17339 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 1B OF REV-1500 COVER SH EET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. a~ ~ ~~ ~:~ o ~ Q ~~ ,~. ,~.. u; ~ N o- 5 ~ _ ~- i7 ~~ a~ 0 sr N ~ ~ tom- • N ~ ~ .~ .nom ~- r.r- .,..» :... 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