The URL can be used to link to this page

Home My WebLink About03-11-11 (2)---~ REV-7 ~00 Ex(°'-'°' 1505610143 PA Department of Revenue pennsty vania OFFICIAL USE ONLY Bureau of Individual Taxes DEP~RTIAENTOFREVENUE COUIIty COCe Year File Number Po Box.2aosoi INHERITANCE TAX RETURN 2 1 0 8 0 16 0 Harrisburg, PA 17128-OS01 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 188 12 1035 02 O1 2008 O1 26 1924 Decedent's Last Name Suffix Decedent's First Name STOPPE AVALON MI W (tf 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 INAPPROPRIATE OVALS BELOW ^ 1. Original Retum ® 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa Future Interest Compromise ^ (date of death after 12-12-n2) 5. Federal Estate Tax Return Required ^ 6 Decedent Died Testate ~ Decedent Maintained a Living Trust (Attach Copy of Will) ^ (Anach Copy or Trust) B. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10, Spousal Poverty Credit (date of death between 12-31-s1 and 1-1-ss) ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name CRAIG A D I E H L ESQUIRE CPA Daytime Telephone Number 717 763 7613 First line of address 3464 TRINDLE ROAD Second line of address City or Post Office CAMP HILL State PA ZIP Code REGISTERILLS USE:ONLY ,.~ ~ ~ r-,, .:._,r --- -'~- i-rl --... -~ .a_ _ _,~ i, J I _ j,~ DA~E FILED ', 170114436 z ~- 1 ~_) Correspondent'se-mail address: cdiehl@cadiehllaw.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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. ATURE OF PERSON RESPONSIBLE FOR FILING RETURN fI DATE ADD~.~.~ ~(,4 ~ `,~v~ Jocelyn P Stoppe I ` 3 1 _ I t 501 RupleyYQoad, Camp Hill, PA 17011-1841 - "" ' " ,~^CR i nnHrv rctr•KtSENTATIVE ~' ~ 1T // ADDRESS r'/ 3464 Trindle Road, Camp Hill, PA 170114436 L 1505610143 Craig A Diehl Esquire CPA Side 1 1505610143 J 1505610243 REV-1500 EX oe~eaenrs Name: S T O P P E, A VA L O N W. 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. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property . (Schedule G) ^ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7)....... ....... ......................................................... s. 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ............... ............. .......................................... 11. 12. Net Value of Estate (Line 8 minus Line 11) .......... ................................................... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 12, an election to tax has not been made (Schedule J) ......................... ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. ............................................... 14. 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 15. 16. Amount of Line 14 taxable at lineal rate X .045 - 2 6, 6 4 1. 3 7 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. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 -- ___ Decedent's Social Security Number 188 12 1035 15,667.93 15,667.93 42,187.80 121.50 42,309.30 -26,641.37 -26,641.37 -1,198.86 -1,198.86 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: cITY Stoppe, Avalon W. EET ADDRESS 416 Deerfield Road Camp Hill Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest File Number 21 - 08 - 0160 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. sTATE zIP PA 17011 (1) -1,198.86 Total Credits (A + g) (2) 0,00 (3) 0.00 (4) 1,198.86 (5) Make Check Payable to: REGISTER OF WILLS, AGENT. .~ ~, t:~ ,, .._. ~.,~~ r. ", ~.,. , . _ . ,.,. , F ~. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATEYBLOCKS 1. Did decedent make a transfer and a. retain the use or income of the property transferred :................................................... Yes No b. retain the right to designate who shall use the property transferred or its income :.................................... 0 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?........ ......................................... ..................... 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?............ .......................................................................................................... n n 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 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 reiiurn are still applicable evenrf 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 ears 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 0 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 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)). -sibling Is definedounder Sectiont9102, as an Individual who hasuat least one padrent in colmmon withPhe decedent whether by ti ood oAadoption. CDMMnNWEALTH nF ?ENNSYLYANia. INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Stoppe, AVaI011 W. FILE NUMBER 21 -08-0160 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF 1 Proceeds from Public Auction DEATH 905.54 2 Proceeds from Public Auction 238.55 3 Allstate Insurance -Auto Insurance Refund 24.80 4 United States Treasury -Economic Stimulus Payment 300.00 5 Reimbursement of Pro-rated Real Estate Taxes and Sewer Charges 936.33 6 United States Treasury -Federal Income Tax Refund 19.27 7 Monies in Bank Account used to pay bills prior to o eni p ng estate account 13,243.44 TOTAL (Also enter on Line 5, Recapitulation) 15,667.93 SCF'EDIRE H COMMONWEALTH OF PENNSYLVANIA 1 VIA ~~ INHERITANCE TAX RETURN RESIDENT DECEDENT ~~ ~~ ESTATE OF Stoppe, Avalon W. Debts of decedent must be reported on Schedul I ITEM e . NUMBER FUNERAL EXPENSES: DESCRIPTION A. FILE NUMBER 21 -08-0160 AMOUNT B• ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Jocelyn P. Stoppe 7, 500.00 Street Address 501 Rupley Road City Camp Hill State Pq Zip 17011-184 Year(s) Commission paid 2011 2. Attorney's Fees Law Offices of Craig A. Diehl ~ 2, 670.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant -- Street Address Clty State Zip Relationship of Claimant to Decedent 4. Probate Fees 5• Accountant's Fees 6. Tax Return Preparer's Fees H&R BIOCk 582.00 7. Other Administrative Costs 1 Cumberland Law Journal -Estate Advertisement 75.00 TOTAL (Also enter on line 9, Recapitulation) 42,187.80 Schedule H Funeral E~enses & COMMONWEALTH OF PENNSYLVANIP, n INHERITANCE TAX RETURN /'~I~n~~ ~~ continued RESIDENT DECEDENT ESTATE OF Stoppe, Avalon W. FILE NUMBER 2 21 -08-0160 The Sentinel -Estate Advertisement 118.72 3 UGI -Gas Bill for 8 months from date of death 516.83 4 PA American Water -Water Bill for 8 months from date of death 100.30 5 PP&L -Electric Bill for 8 months from date of death 193.92 6 ;Lower Allen Te~~mship -Sewer Bill for 8 months from date of death 64.00 7 Steve Santor - Lawncare for 8 months from date of death 360.00 8 World Painting -Paint House 2,300.00 9 Lowe's -House Repairs 191.63 10 M&Z Carpet -Carpet for House 717.00 11 Bonnie K. Miller -Real Estate Taxes paid during 8 months from date of death 662.70 12 Camp Hill Forest Products -Tan Bark for House 50.00 13 Allstate Insurance -Homeowner Insurance paid during 8 months from date of death 865.13 14 Fromm Electric -Repair/Replace Microwave in House 560.74 15 Jocelyn Stoppe -Reimbursement for Advertising cost for home postage and , , miscellaneous cleaning supplies 385.18 16 M&T Bank -Charge for Estate Checks 17.20 17 Adam Pavusik -Replace Electrical Box 1, 000.00 18 Eddie the Handyman -Cement Work/Install Sink 500.00 19 Sherwin Williams -Paint for Bathroom 93.94 20 Closing Costs paid by Estate for sale of home 9,997.51 Page 2 of Schedule H ~.11WUIe H COMMONWEALTH OF PENNSYLVANIA Funeral ~I1SCS $c INHERITANCE TAX RETURN A.J..,.:n ~~ ^A~n~ RESIDENT DECEDENT ~'MA1 ~ U Wi,Y ESTATE OF Stoppe, Avalon W. 21 Re/Max Realty Associates -Realtor Commission 22 Vickie Welker -Notary Fee 23 Keystone Land Transfer, Ltd. -Tax Certification 24 Keystone Land Transfer, Ltd. -Deed Preparation 25 ,Lower Allen Township -Electrical Permit~lnspection FILE NUMBER 21 -08-0160 Page 3 of Schedule H 12,405.00 15.00 12.00 125.00 109.00 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE CDMMONVVEALTH OF PENNSYLVANIA LIABILITIES, 8c LIENS INHERITANCE TAX RETURN RESIDENT DECEDENT G°'"' ~ ~r 5toppe, AVaIOn W. FILE NUMBER 21 -08-0160 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 PA Department of Revenue -Additional Income Tax Owed for 2005 121.50 --- _ __ __ TOTAL (Also enter on Line 10, Recapitulation) 121.50 REV•1513 EX+ (11-08) ' COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENT QECEDENT ESTATE OF Stoppe, Avalon W. FILE NUMBER 21 -08-0160 NUMBER NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE RECEIVING PROPERTY DECEDENT (Words) Do Not List Trusteets) ($$$) I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Jocelyn Patricia Stoppe 501 Rupley Road Daughter 60% Share Camp Hill, PA 17011 2 !Brian Marh Stoppe 2425 Davis Mill Road ~ Son 40';;-, Share I I Goochland, VA 23063 Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 coverlsheet, as a ro Hate. g PP p II, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NCIT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETI 0.00