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Home My WebLink About08-23-11150 REV 1500 ~~~111 561118 4 EX (02-11) (FI) J .~ PA Department of Revenue pennsYlvania Bureau of Individual Taxes DEPARTNENTOFgEVENUE OFFICIAL USE ONLY PO BOX 28o6oi INHERITANCE TAX RETURN County Code Year Harrisbur , PA 17128-0601 File Number ENTER DECEDENT INFORMATION BELOW RESIDENT DECEDENT ~ ( /~? ~ ~~ Social Security Number Date of Death MMDDYYYY 18 6- 3 4- 0 0 5 9 Date of Birth MMDDYYYY 01062010 08241927 Decedent's Last Name SWANK Suffix Decedent's First Name MI (If Applicable) Enter Surviving Spouse's Information Below LO I S Spouse's Last Name M Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL INAPPROPRIATE OVALS BELOW REGIS~'ER OF WILLS ~ 1. Original Return ~ 2• Supplemental Return C~ 4. Limited Estate ~ 3. Remainder Return (date of death C~ 4a. Future Interest Compromise (date of Prior to 12-13-82) ~ 6. Decedent Died Testate death after 12-12-82) CJ 5. Federal Estate Tax Return Required (Attach Copy of III) ~ 7. Decedent Maintained a Living Trust ~ 9. Litigation Proceeds Received (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ~ 10. Spousal Poverty Credit (date of death CORRESPONDENT - THIS SECTION MUST BE COMPLETED. AL CO n 12-31-91 and 1-1-~5) 0 11. Election to tax under Sec. 9113(A) Name RRESPONDENCE AND CONFIDENTIAL TAX INFORM(AT ON SHchedule O) ALFRED L WHI TCOMB EA OULD BE DIRECTED T0: Daytime Telephone Number 717-766-9477 ,, REGISTER _ ~, ~~`"~ First line of address LS USE ONCY ~! ~ ~•' 43 WEST ~_, ~..~ r+,~ .,, ~~ MAIN STREET ~?~~ ~,~ _-- - ~ t~ Second line of address ~ ~~ " ,;;~ > ~ ~ ~ -, ~._! , - City or Post Office ~~• " ~ ~~~ " ~~ ~~ f' -~ r - MECHANICSBURG State ZIP Code DAT~FILED `:~ ~~ ~ ~_ . PA 17055 Correspondent's a-mail address: Under p alties of perjury, I declare that I it is tru , co a and complete. Declara SIGN T OF PERSON RE~Pnti ~Q ADDRESS 23 NORTH ROAD, MECHANICSBURG SI EP O i U ~~ ~R~HAN REPRESENTATIVE ADDR 43 EST MAIN ST MECHANICSBURG, PA 17055 L 1505611184 PA 17050 I G@WHITCOMBTAX.COM xamined this return, including accompanying schedules and statements, and to the best of m preparer other th n the personal representative is based on all information of which preparer ha FOR FILING R URN Y knowledge and belief, s any knowledge. r~CSf,sE USE ORIGINAL FORM ONLY Side 1 DAT -L! ~~/ 1505611184 ~~~ ~~ J 150561128y REV 1500 EX (FI) Decedent's Name: LOIS RECAPITULATION M SWANK Decedent's Social Security Number 186-34-0059 1 • Real Estate (Schedule A)...... . 2. Stocks and Bonds (Schedule B 1 15 0, 0 0 0. 0 0 3. Closely Held Corporation, Partnership or Sole-Pro rie 2 p torship (Schedule C) • .. , . 3 4. Mortgages and Notes Receivable (Schedule D) .. , • . • 4 5• Cash, Bank Deposits and Miscellaneous Personal Pro • pe rty (Schedule E). , , , • 5 6. Jointly Owned Pro a O Separate Billing Re 7. Inter-Vivos Transfe e l 311, 9 7 7.12 quested ..... . s & Mis e eous N an (Schedule G) Probate Property 6. O Separate Billing Requested • ........ 7, 8• Total Gross Assets (total Lines 1 through 7) ... • . • ................ 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ..... 4 61 , 9 7 7.12 . 9 10. Debts of Decedent, Mortgage Liabilities, and Liens (Sched l 2, 129.77 u e I) .............. 10. 11 • Total Deductions (total Lines 9 and 10) ............ • . .................... 11. 12• Net Value of Estate (Line 8 minus Line 11) .. 13. Charitable and Gov 2 , 12 9.7 ~ ernmental Bequests/Sec 9113 Trusts for whi an election to tax has not been made (Schedule J) .... • _ 12 ch 4 5 9 , 847.35 ~ ~ • ~ ~ • 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) • . • TAX CALCULATION- ••••'•'~~••~•••~ .. 14. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable 4 5 9 x 8 4 7. 3 5 at the spousal tax rate, or transfers under S ec. 9116 (a)(1.2) X .0 _ 16. Amount of Line 14 taxable at lineal rate X .0 4 . 5 5 15. 17. Amount of Line 14 taxable 4 5 9 , 8 4 '] • 3 5 16 • . at sibling rate X .12 18,393.89 18. Amount of Line 14 taxable • at collateral rate X 1 ~~ .15 • 19. TAX DUE .... • 18. .......................... 19. 18, 393.89 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND O FAN OVERPAYMENT L 15056112B4 Side 2 1505611284 J REV-1500 EX (FI) Page 3 Decedent's Complete Address: rl~rcne.~T~~ ....._ LOIS SWANK STREETADDRESS - ------ 901 COCKLIN STREET aTY - - MECHANICSBURG Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2~ Credits/Payments A. Prior Payments 6. Discount 3. Interest File Number 2110 - 0 316 STATE ----- -- ZI-r- P -- PA 117055 20,000 Total Credits (A + g) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVE Fill in oval on Page 2, Line 20 to request a refund. RPAYMENT. (3) 18,393.89 20, 000.00 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the T 1, 606.11 AX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS 1. Did decedent make a transfer and: BY PLACING AN "X" IN THE APPROPRIATE BLO a. retain the use or income of the property transferred ................. CMCS .................. b. retain the right to designate who shall use the roe Yes No p p rty transferred """""'~~~~~ X c. retain a reversionary interest or its income• ................ ^ ..... ...... . receive the ............................... promise for life of ................................................................................ ^ X 2. If death occurred after Dec. 12, 1982edid deceden ttrnefts or care? . ^ ansfer property within one year of death ^ without receiving adequate consideration? ...... 3. Did decede """ nt own an "in trust for" or payable-upon-death bank account or security at his or her ~ ^ X 4. Did decedent own an individual retirement account, annul or oth ^ death ............... ^ 0 contains a beneficiary designation? ....._-- ~ ervon-probate praperty, which IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YE ^ ~ S, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS P For dates of death on or after July 1, 1994, and before Jan. 1, 1995 th ART OF THE RETURN. is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. a tax rate imposed on the net value of transfers t For dates of death on or after Jan. 1, 1995, the tax rate im ose o or for the use of the surviving spouse [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to p don the net value of transfers to or for the use of the surviv in s filing a tax return are still applicable even if the surviving spouse is the on a surviving spouse from tax, and the statutory requirements for ds closureeof 0 percent For dates of death on or after July 1, 2000: IY beneficiary. assets and • The tax rate imposed on the net value of transfers from a deceased adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116 a 1. child 21 years of age or younger at death to or for the use of a natural • The tax rate imposed on the net value of transfers to or for the use of the(d)( 2)] parent, an ecedent's lineal beneficiaries is 4.5 percent, except as noted in [72 P.S. 9116 • The tax rate imposed on the net value of transfers to or for the use of under Section 9102, as an individual who has at least one parent in common ~ § (a)(1)]. the decedent's siblings is 12 percent [72 P.S. §9116(a) (1.3)]. A siblin ' with the decedent, whether by blood or adoption. g Is defined, REV-1502 EX+ (01-10) ~ pennsylvania DEPARTMENT OF REVENUE SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF ESTATE OF LOIS Sy~ANK FILE NUMBER All real property owned solely or as a tenant in common must be reported at fa' would be exchanged between a willing buyer and a willing seller, neither being com ell 2110 - 0 316 it market value. Fair market value is defined as the price at which property Real property that is jointly-owned with right of survivorship must be disclos p ed to buy or sell, both having reasonable knowledge of the relevant facts. ITEM Attach a copy of the settlement sheet if the property has been sold. ed on Schedule F. NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common DESCRIPTION VALUE AT DATE 1. RESIDENCE, 901 COCKLIN STREET, MEC OF DEATH HANICSBURG, pA 150,000.00 TOTAL (Also enter on Line 1, Recapitulation.) $ 15 0 0 0 If more space is needed, insert additional sheets of the same size. 0 • 0 0 REV-1508 EX+ (11-10) ~ pennsylvania SCHEDULE DEPARTMENT OF REVENUE E INHERITANCE TAX RETURN CASH, BANK DEPOSITS & MISC. RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: ESTATE OF LOIS SWANK FILE NUMBER: Include the proceeds of litigation and the date the proceeds were received b 2110 - 0 316 All property jointly owned with right of survivorship must be disclosed ITEM y the estate. NUMBER on Schedule F. ~ ~ 2 PNC CHECKING ACCOUNT `~~"'K1~rION 7003 - 756 P VALUE AT DATE OF DEATH 3 NC CERTIFICATE OF PNC CERTIFICATE 3 DEPOS 31400244859 3,614.72 4 OF ARMSTRONG CO BLDG DEPOSIT 31200329562 67,143.13 5 & ARMSTRONG CO BLDG LOAN Oi06002382 52,169.77 6 & ARMSTRONG CO BLDG LOAN CD O 05005678 19,645.69 & LOAN CD 01 05005680 56,040.17 113,363.64 TOTAL (Also enter on Line 5, Recapitulation) ~ If more space is needed, use additional sheets of paper of the same size. 311 , 9 7 7.12 REV-1511 EX+ (10-09) ~ pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES & INHERITANCE TAX RETURN ApMINISTRATIV RESIDENT DECEDENT E COSTS ESTATE OF ESTATE OF LOIS SWANK FILE NUMBER ITEM Debts of decedent must be reported on Schedule I. 2110 - 0 316 NUMBER A• FUNERAL EXPENSES: DESCRIPTION ~• MYERS FUNERAL HOME AMOUNT 2 MECHANICSBURG CLUB RECEPTION AFTER FTJNERAL 5 0 0. 0 0 4 9 9 . '7 '7 B• I ADMINISTRATIVE COSTS ' • Personal Representative's Commissions Name of Personal Representative(s) StreetAddress City Year(s) Commission Paid: State __ ZIP 2• Attorney Fees 3• Family Exemption: (If decedent's address is not the same as claimant's attach explanation) Claimant StreetAddress City Relationship of Claimant to Decedent State _ ZIP 4• Probate Fees 5• Accountant's Fees 15.00' 6• Tax Return Preparer's Fees 950.00 ~. 165.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2 ~ 12 9 . '7 '7 REV-1'513 EX+ (01-10) ~ pennsylvania DEPARTMENT OF REVENUE S C H E D U L E~ INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: ESTATE OF LOIS SWANK NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers Sec. 9116 (a) (1.2).] under 1. WILLIAM! D , SWANK 23 NORTH ROAD MECHANICSBURG, PA 17055 2 LARRY P SWANK 4 E WILLOW TERRACE DR MECHANICSBURG, PA 17055 3 RONALD D SWANK 1257 WEST TRINDLE ROAD MECHANICSBURG, PA 17055 FILE NUMBER: 2110-0316 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 49.5 49.5 1.0 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH I II NON-TAXABLE DISTRIBUTIONS 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TA 1. XIS NOT TAKEN. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LIN If more space is needed, use additional sheets of Ea e0F REV-1500 COVER SHEET. $ P P of the same size. INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES Po sox zao6ol A N D HARRISBURG PA I~1ze-o6o1 TA X P A Y E R R E S P O N S E - -~__ REV-1543 EX AFP (00-OB) ~~ LARRY P SWANK PO BOX 381 MECHANICSBURG PA 17055 :~, ~_ ~ i { Tt. .' t FILE N0. 21 ACN 10106896 DATE 02-08-2010 TYpE OF ACCOUNT EST. OF LOIS H SWANK SSN 186-34-0059 ^ SAVINGS DATE qF DEATH' 01-06-2010 ^ CHECKING COUNTY CUMBERLAND ^ TRUST REMIT PAYMENT AND FORMS T0: CI CERTIF. REGISTER OF WILLS i COURTHOUSE SQUARE CARLISLE PA 17013 _ ARMSTRONG COUNTY BLD &~ LOAN A Provided the Department with the information below, which has been used in c Potential tax due. Records indicate that at the death of the above-named decedent, you w If you feel the information is incorrect and return it to the above ere a alculating the address. + Please obtain written correction from the financial institution, attach a copy to th' This account is taxable in accordance with point owner/beneficiary of_ this account. Pennsylvania. Please ^ca1T C717) 787_g3Z7-with~que'stions:'`--•- _ _ __ the Inheritance Tax laws of the commonwealth ofs form COMPLETE PART 1 BELOW SEE REVERSE SIDE FOR FILING - -~_ -~.... Account No. #0105005680 AND PAYMENT INSTRUCTIONS Date Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART CHECK ONE BLOCK ONL Y 04-13-2009 Established $ 113,363.64 X 100.00 X 113,3b3.64 .045 $ 5,101.36 TAXPAYER R To ensure proper credit to the account, two conies of this notice must accomQany payment to the Register of Wills. Make check Payable to "Register of Wills, Agent". NOTE: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent nine months after the date of death. - ESPONSE x~ k F°AIL't-RE TO R'~SPON~U~" = t ~" A. :. ~ :~~:. ~ ~~~ ~,~~ .~~' SSMEN7' The above information and tax due is correct. '~~ ~~.~ ~ Remit payment to the Register of Wills with two copies of this notice a discount or avoid interest, or check box "A" Wills and an official assessment will be and return this notice to the Register of issued by the PA Department of B• ~ The above asset has been .or will be reported and tax Revenue, to be filed by the estate representative. paid with the Pennsylvania Inheritance Tax return C• ~ The above informs ion is incorrect and/or debts and deductions were Complete PART 2~ and/or PART ~ below paid PART If indicating a different relationship t tax . . ~---~ rate, please stat o decedent: e - ~,f~~~ ~,.~ TAX RETURN - COMPUTATION OF TA Yq> ~n X LINE 1. Date Established 1 . ON JOINT/TRUST ° ACCOUNTS ` PAD 2. Account B Glance 2 $ _ ' ;1 3. Percent Taxable 3 )( 2 4• Amount Subject to Tax 4 v 5. Debts and Deductions 5 4 6• Amount Taxable 6 $ ~,5 _ 7• Tax Rate ~ X ,6 8. lax Due 8 $ PART 8 3^ DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under aenaltte~ _~ TOTAL CEnter on Line 5 of Tax Comn~~+-,}i__. • ra~~ury, j declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. -HOME ( ~ ~'n~lYER 6x6NATURE ~'-"'~"' WORK ( ~ - •~rwEP~IONE NUMBER DATE