The URL can be used to link to this page

Home My WebLink About07-14-11"-~ REV-1500 EX X01-1°' PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 198-10-7641 Decedent's Last Name 1505610148 INHERITANCE TAX RETURN RESIDENT DECEDENT 120920],0 OFFICIAL USE ONLY County Code Year Fil a Number 21 10 1247 MMDDYYYY Date Of Birth MMDDYYYY 08041918 Suffix Decedent's First Name WRIGHTSTONE (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number HAZEL Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI I MI FILL IN APPROPRIATE BOXES BELOW ^ Remainder Return (date of death 3 1. Original Return ^ 2. Supplemental Return . 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) ~ it B es f D f S ^ 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust ox epos e a 8. Total Number o (Attach Copy of Will) (Attach Copy of Trust) ^ n Proceeds Received ti ^ 9 Liti ^ 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) o . ga 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 TO: Daytime Telephone Number r--~ Name RICHARD C • SNELBAKER L7 ~~ :?~ 717-69?- 8 ~_ ~ ~~ ~,-~t-,~ REGISTER FUSE LILY First line of address ~~ -T-I ~ ___~'~-~ 44 WEST f1AIN STREET ~-~~' ~ ' ~`;-n Second line of address ~' try ~•, P•0• BOX 318 State ZIP Code DATE FILED City or Post Office f1ECHANICSBURG PA 17055 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompany g schedules and tements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal represen a ve is~based on all i or of which preparer has any knowledge. SIGNA RE OF PERSON RESPONSIBLE FOR FILING RETURN ~ ~ DATE ADDRESS SUE A• WITTERS, ADMINISTRATRIX LINDA K• MINNICH, ADMINISTRATRIX SIGNA F P THER THAN REPRESENTATIVE DATE ~~r L/2y ~L/~_ ADDRESS RICHARD C• SNELBAKER 44 WEST MAIN STREET, MECHANICSBURG PLEASE USE ORIGINAL FORM ONLY Side 1 1505610148 9M4647 4.000 1505610148 J 1505610248 REV-1500 EX Decedent's Social Security Number 198-10-7641 Decedents Name WRIGHT$TONE HAZEL I 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 and Notes Receivable (Schedule D) 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested g, 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested 7. 8. Total Gross Assets (total Lines 1 through 7) g, 9. Funeral Expenses and Administrative Costs (Schedule H), .9 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) 1 p. 11. Total Deductions (total Lines 9 and 10) , 11. 12. Net Value of Estate (Line 8 minus Line 11) 12. 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. Side 2 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers unsier Sec. 9116 16. Amount of Line 14 t xable 4 ~ at lineal rate X .0 ~ • ~ 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 • ~ ~ 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 • 0 ~ 18. 19. TAX DUE 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610248 1505610248 0.00 0.00 0.00 113,127.84 0.00 0.00 113,127.84 11,385.00 131,1,09.28 142,494.28 (29,366.44) 0.00 (29,366.44) 0.00 0.00 0.00 0.00 o•Oo 9M4648 4.000 REV-1500 EX Paga 3 Flle Number ~n ~.au~ D@Ceaeni S vvmpte~e r+uur caa. - - - - DECEDENTS NAME WRIGHT TONE HAZEL I STREET ADDRESS MIDDLETON TOWNSHIP M R D COUNTY CITY STATE ZIP CARLISLE PA 7,~7013- Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments ~ ' ~ ~ B. Discount ~ ' 0 ~ (1) x•00 Total Credits (A + B) (2) 3. Interest ~•~~ (3) ~•~~ 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, 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) ~ ' ~ Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS I . 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 interest; or . . or care? fit b t ^ . s ene s, d. receive the promise for life of either paymen 2. If death occurred after Dec. 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? 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. X91 16 (a) (1.1) (i)j. 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. X9116 (a) (1.1) (ii)j. 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 21 years of age or younger at death to or for the use ofi 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)]. • 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. §9116(a)(1.3)]. A si tiling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 9M4671 2.000 REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF Hazel I. Wri htstone 21 10 1247 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 1 Distribution from Estate of Clyde Wrightstone 2 M&T Bank checking account #9840639943 3 Myers Funeral Home refund due the decedent 3W46AD 1.000 TOTAL (Also enter on line 5 Recapi! (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 106,122.27 4,683.84 2,321.73 113,127.84 REV-1511 EX+ (10-09) pennsylvania DEPARTMENTOF REVENUE INHERITANCE TAX RETURN oCC~nF nIT nF(`.F fIF NT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hazel I. Wri htstone 21 10 1247 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: ~ None g. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Sue A. Witters and Linda K. Minnich Street Address (s lit e all ) City State ZIP Year(s) Commission Paid: 2. Attorney Fees: Snelbaker & Brenneman, P.C. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) (~I aimant 4. 5. 6. 7. 1 Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Cumberland Law Journal advertising Administratrices Notice Total from continuation schedules . TOTAL (Also enter on Line 9, Recapitulation) ~ $ If more space is needed, use additional sheets of paper of the same size. AMOUNT 5,525.10 4,800.00 250.50 75.00 734.40 11,385.00 9W46AG 2.000 Estate of: Hazel I. Wrightstone Schedule H Part 7 (Page 2) 21 10 1247 2 Register of Wills filing fee for Inheritance Tax Return 15.00 3 The Sentinel advertising Administratrices Notice 219.40 4 Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the Decedent's Estate 500.00 734.40 Total (Carry forward to main schedule) REV-1512 EX+ (12-OB) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER ESTATE OF 21 10 1247 Hazel I. Wri htstone Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION ~~ Church of God Home nursing home expenses 2 Commonwealth of Pennsylvania Department of Public Welfare Class 3 Claim in the amount of $20,775.85 for medical expenses incurred during last six months of decedent's life and Class 5.1 Claim in the amount of $108,768.15 for medical expenses. TOTAL (Also enter on Line 10, Recapitulation) ~ $ If more space is needed, insert additional sheets of the same size. 8W46AH 2.000 1,565.28 129,544.00 1,109.2 REV-1513 EX+(01-10) SCHEDULE J pennsylvania DEPARTMENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: Hazel I. Wri htstone NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY [ TAXABLE DISTRIBUTIONS [InSece 91t16 (a)P(1 2) ] istributions and transfers under 1, Sue A. Witters 503 Allendale Road Mechanicsburg, PA 17055 2 Linda K. Minnick 786 Allenview Drive Mechanicsburg, PA 17055 FILE NUMBER: 21 10 1247 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Daughter Daughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. I I NON-TAXABLE DISTRIBUTIONS 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 II -ENTER mOore spaOce sAneeded, fuse add tlonaSsOhe tsNof papeFof the same sOe.ER SHEET. 0.00 0.00 0.00 9 W 46AI 2.000