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Home My WebLink About08-11-11 (2) 10 01 EX 1505610140 ) - ( REV-1500 OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 28oso1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 4 5 9 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Deat h MMDDYYYY Date of Birth MMDDYYYY 2 0 8 2 8 6 6 4 0 0 3 2 5 2 0 1 1 0 1 1 9 1 `I 3 1 Decedent's Last Name Suffix Decedent's First Narrie MI S H A T T O C R E E D O N W (If 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 IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ :S. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ Vii. Federal Estate Tax Return Required Q s. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ~ ~ 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ~ F3. Total Number of Safe Deposit Boxes 1't. 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 Daylcime Telephone Number L I A M A D U N C A N 7 1 7 29 7~ 8 0_ ~~ REGISTER. ~ USEILY F- `~ '__~ _ _r-l x `..~ ~ ~ ti. ~ ~._. First line of address --~ ~ ~~ ~~., 1 I R V I N E R O W ~./ `~ = Second line of address ~' ~ ~ ~.7 ~r ~q~- State ZIP Code DATE FILED City or Post Office C A R L I S L E P A 17 0 13 Correspondent's a-mail address: b i 11 d u n c a n ul p a• n e t 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 ,correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. TU OF P ON P FOR FILING RETURN DATE ~'- i~-~l ADDRESS 126-9 W• PORTLAND ST• MECHANICSBURG PA 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX no~o.~onr~~Na..,a~ CREEDON W- SHATTO Dec~sdent's Social Security Number 2 0 8 2 8 6 6 4 0 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 8 9 7. 4 1 5. Cash, Bank Deposits and 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 through 7) ........................... 8. 5 8 9 7 . 4 1 9. .. Funeral Expenses and Administrative Costs (Schedule H) ................. . 9. 3 7 5 5. 5 8 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 6 9 6 . 4 7 11. Total Deductions (total Lines 9 and 10) ............................... 11. 4 4 5 2 . 0 5 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12• 1 4 4 5 . 3 6 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. 1 4 4 5 . 3 6 TAX CALCULATION -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 .0 0 0 0 15. 16. Amount of Line 14 taxable 1 4 4 5 3 6 at lineal rate X .045 . 16. 17. Amount of Line 14 taxable 0 0 0 17 at sibling rate X .12 . 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 L 1505610240 Side 2 0. 0 0 6 5. 0 4 0. 0 0 0. 0 0 6 5. 0 4 1505610240 J REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 11 DECEDENT'S NAME CREEDON W• SHATTO STREET ADDRESS 28 MC BRIDE AVENUE 0459 CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments - B. Discount _ 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval 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. (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT 65.04 0.00 0.00 65.04 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 : ................................................................ ...... ~ ^ 0 b. retain the right to designate who shall use the property transferred or its income; ......................... ...... ^ X .......................................................................................... c. retain a reversionary interest; or ...... ^ X ^ 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 ^ X • .........................................................................~...... without receiving adequate consideration? h ...... ^ X ^ . ... 3. Did decedent own an intrust for or payable-upon-death bank account or security at his or her deat ...... Did decedent own an individual retirement account, annuity or other non-probate property, which 4 . 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. §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 ~~f 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 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 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)]. 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. (1) Total Credits (A + B) (2) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE (NUMBER CREEDON W• SHATTO 21 11 0459 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointty•owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM NUMBER DESCRIPTION OF DEATH 1. M&T BANK CHECKING ACCOUNT# 78027292 5,443.55 ESEE DOD LETTER ATTACHED]( 2. U•S- NAVAL INSTITUTE 49.40 3. CUMBERLAND COUNTY RETIREMENT ACCOUNT 404.46 TOTAL (Also enter on line 5, Recapitulation) I $ 5 , 8 9 7 • 41 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER CREEDON W• SHATTO 21 11 0459 Decedent's debts must be reported on Schedule 1. ITEM AMOUNT NUMBER DESCRIPTION A, FUNERAL EXPENSES: 2 , 6 4 3.0 8 ~. HOFFMAN-BOTH FUNERAL HOME B. 1. 2. 3. City MECHANICSBURG state PA zIP 17055 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) LESLIE S H A T T O street Address 12 6- 9 W• P O R T L A N D S T Year(s) Commission Paid: Attorney Fees: DUNCAN 8 HARTMAN, PC Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 500.00 500.00 City State ZIP _ Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 97.50 5 Accountant Fees: 6, Tax Return Preparer Fees: 7, REGISTER OF WILLS FILING FEE 15.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 3 , 7 5 5 • 5 8 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~R~~nolu Id . SHATTO FILE NUMBER 21 11 0459 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CAREY TRUCKING - CLEAR OUT APARTMENT 235.00 2• TROY LANDIS - APRIL RENT 175.00 3. PPL 200.42 4• CENTURYLINK 33.32 5• ALEXANDER SPRINGS EMERGENCY SERVICES 28.73 6• CARLISLE BOROUGH TAX ACCOUNT - PERSONAL TAX 5.00 7• HOY'S GREENHOUSE 19.00 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS TOTAL (Also enter on Line 10, Recapitulation) I ~ 6 9 6. 4 7 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: CREEDON W• SHATTO NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY i TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. LESLIE ANN SHATTO 126-9 W• PORTLAND ST• MECHANICSBURG, PA 17055 2• BRYAN K- SHATTO 1545 SPRING ROAD CARLISLE, PA 17013 3• KEVIN L• SHATTO 210 WHITE OAK DRIVE LANCASTER, PA 17601 FILE NUMBER: 21 11 0459 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Lineal 1/3 SHARE Lineal Lineal 1/3 SHARE 1/3 SHARE I ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. I1. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAi(EN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART I1 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 C~DVER SHEET. I ~ If more space is needed, use additional sheets of paper of the same size. LAST WILL TESTAMENT I, CREED~1 W. SHATTO, of 28 Mc Bride Avenue, Carlisle, 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 any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and buried at Indiantown Gap Military Cemetery and there be no Viewing in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath all of my estate of whatever nature, be it real, personal or mixed, and wherever situate unto my children: LESLIE ANN SHATTO, BRYAN K. SHATTO and KEVIN L. SHATTO, in equal shares, per stirpes. FIFTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SIXTH I hereby nominate, constitute and appoint my daughter, LESLIE ANN SHATTO as Executrix of this my Last Will and Testament. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, m Last Will and Testament, consisting of one typewritten page this -~ r~{ day of , 2009. ~~-~~ CREEDQN W. SHATTO Signed, sealed published and declared by the above named Testator CREEDdN W. SHATTO as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYL VANL4 COUNTY OF CUMBERLAND ~~.;~~~~~,~,~ c~ SS. I, CREED~N W. SHATTO, Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; .and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by CREED~N W. SHATTO this '~ Lj„~j~ day of A' ~ CZ ~ ~ , 2009. ,U, i~!~ Notary Pu lic COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL JOAN D. ADAMS, Notary Public Carlisle 8oro., eumberland Cou~ Mf- Corrntiission Expires Marcfi 7, 2 11 C EDEN W. SH,~TTO COMMONWEALTH OF PENNS YL VANIA :SS. COUNTY OF CUMBERLAND t ~, /lll/A ~ and k-~'I'~Y ~ ~ ~ ~~l~l ~1VI~'~T We, 1/~l U/ ~ ~~ the witnesses whose .names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw CREEDQN W. SHATTO sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~~ Sworn or affirmed to and subscribed be~ e rr~e byp ~~G~ N~ and f ~/t-A /~'- ' W ~ L, /~/1 L.',~/~/~-~ ~ ~ ,witnesses, ~ D-~ y this ~~v1 day of ~ ~~ ~- , 2009. v. Notary P lic COMMONWEAL-TH OF PENNSYL-VANIA NOTARIAL SEAL JOAN D. ADAMS, Notary Public Carlisle Boro., Cumberland County My Commission Expires March 7, 2 1 ~ 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Phone 888-502-4349 F ax (302) 934-2955 April t 8, 201 l Duncan and Hartman PC Attorneys At Law One Irvine Row Carlisle, PA 17013 Re: Estate of Creedon W Shatto Social Security' 208-28-6640 Date of Death: March 25, 2011. Dear Sir or Madam: Per our inquiry on April 13, 2011, please be advised that at the time of death, the above-named decedent had Y on deposit with this bank the following: ~ . Type of Account Checking Account Account Number 78027292 Ownership (Names o~ Creedon Shatto Opening Date 0128/83 Balance on Date of Death $5,443.55 Accrued Interest $ • ~ _ ---- _ ------------------------ Total $5,443.55 For any additional information on the above acco 2a0~536 ding ownership and any changes, dosures and/or reimbursement of funds, please call the High Street Carlisle lice at #717 We were unable to locate any safe deposit box for the above-mentioned decedent. This letter does not indude any accounts in which the deceased may have been listed as Power of ~~ttorney, Ctistodian of Uniform Tran~ers, Representative Payee, or Trustee under a Written Agreement Sincerely, C~ Tammy Spencer Adjustment Services