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Home My WebLink About10-24-11--~ REV-1$~~ Exro''10i 1505610143 PA Department of Revenue OFFICIAL USE ONLY y M ~ Bureau of Individual Taxes K Coo^t,' COOS vw r'ue Numev ~ar iwe o ~ ~X'~01 Harrisburg, PA 17128-0801 INHERITANCE TAX RETURN 2 1 0 9 0 0 415 RESIDENT DECEDENT E .TER DECEDENT INFORMATION BELOW Sodal Security Number Date of Death Date of girth 204 28 0028 04 21 2009 11 28 1936 Decedent's Last Name Suffix Decedent's First Name MI BUTTORFF JR. JOHN A 1ff MPlicabM) Eller Surviving 8potaa'e Information Below Spouse's Last Name Suffix Spouse's First Name MI BUTTORFF SHIRLEY g Spouse's Sodal Security Number THIS RETURN MUST BE flLED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRUITE OVALS BELOW ® 1. Otipinal Retum ^ 2. SupplemenW Retum ^ 3, Renwdnder Retum (date of death P~ to 12.13-92) ^ 4. Umited Estate ^ qa, Futtxe lnnrpt Compomiss 5. Federal Estate Tax Retum R tared (dm of dSSM alnr 12.12-e2) ~ eQ ® g, Da¢adant OMd Tsmts T, OsesOSm MSMxaatM S Uvlnp Tnut Nom' ~' ~ Wllq ^ (A~ Copy of Tent) 9. Total Number of Sate Deposit Boxes ^ 9. Utigetbn Proceeds Received ^ 10, spowal P Chap lam of death 11. Electlon to tax under Sec. 9113 A tMwssn teat t and t-t.es> ^ (Attach Sch. O) ( ) CORRE8PONOENT -THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFlDENTIAL TAX INFORMATION 8MOULD BE DIRECTED TO: N>lme Daytime TNephone Number SEAN M SHULT2 717 701 8412 Fiiet Iine of attdreq 4 IRVINE ROW Second line of address Cray or Post ORlce CARLISLE e-m.tladdr.sa: dhockenbe ylury~~I s~eders that I new sxrnined thk i comWw. DeclareUOn of preperer other M Irvine Row, Carlisle, PA 17013 State ZIP Code PA 17013 ~ahultzlawoffice.com REGISTER OF WILLS USA ONLY C'~ ` := 0 ~ ~ ~- g>~T~i r~ _^~. cri ~ ~` ILED --~- _- ,- -. _ .~ n a krohMlkrwq accompanyirq schedules and statenleMS, PeraonSl representative Is Dried on aq Intonnatton Shitiey S. Buttolif ~f6lZ Nb,~t, ~e6c~ f-ftt,-nf6o Sean M Shultz u~ p ~: -z-t t>ea< or my xntxNledge arM belief, sparer has any knowledge, DATE /7loq DATE /~/zy/tl' L 1505610143 Side i 150561D143 J~ ~~ 1505610243 REV-1500 EX Decedent's Social Security Number '~~»~ BUTTORFF, JOHN A JR. 204 28 0028 RECAPIruunoN 1. Real Estate (Schedule A) .......................................................................................... i. 2. Stocks and Bonds (Sdredule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages 8 Notes Receivable (Schedule D) .......................................................... 4. s• Cash. Bank Deposits 8 Miscellaneous Personal Property (Schedule ~ ................ 5. 2 5 0 . 0 0 6. JoMtly Owned property (Schedule F) ~ Separate Billing Requested ............. 6. 8 2 , 2 6 8 . 7 8 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Prooa~v (Schedule G ) 0 separate Billing Requested ............. 7. 3 9, 5 4 7. 7 4 8. Toth (koas Aseeb (total Uses 1-7) ....................................................................... 8. 1 2 2, 0 6 6. 5 2 8. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 9, 8 4 3. 7 0 10. Debts of Decedent. Mortgage Uabilitles, & Uens (Schedule I) ................................ 10. 7 3 3 . 7 1 11. Total Deductlons (total Unes 9 810) ...................................................................... 11. 1 O , 5 7 7.41 12. Net Valw of Estab (Una 6 minus Une i t) ............................................................. 12. 1 1 1 4 8 9. 1 1 13. Charitable and Ciovemmental Bequests/Sec 9113 Trusts for which , en Necdon t0 tax has not been made (Schedule J) ................................................. 13. 14. Net Value Subject to Tax (Una 12 minus Une 13) ................................................. 14. 1 1 1 , 4 8 9.11 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Une 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.z) X .o0 1 1 1, 4 8 9. 1 1 15• 0. 0 0 16. Amount of Une 14 taxable at lineal rate X .045 16. 17. Amount of Une 14 taxable at sibling rate X ,1P 17 18. Amount of Une / 4 taxable at collateral rate X .15 18 18. Tax Due ..................................................................................................................... 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REOUESTINO A REFUND OF AN OVERPAYMENT. ^ 1505610243 Slde 2 1505610243 J REV-1 S00 EX Page 3 I~ecsdent's Complete Address: File Number 21 - 09 - 00415 Buttorff, John A Jr. TREET ADDRESS 529 Thornwood Lane ITY Carlisle STATE ZIP PA 17013 Tax Payments and Credits: 1': Tax Due (Page 2, Une 19) 2. Credits/Paymenta A• Pdor Paymerns B. Discount 3°: Interoat (1) 0.00 4 M Une 2 is greater than Une 1 +Une 3, enter the dNferenoe. Thfs is the OVERPAYMENT. Check box on Page 2 Une 20 to roquest a rotund 5: B Une 1 +Une 3 is greater than Une 2, enter the dHferonoe. This is the TAX DUE. Total Credits (A + B) Make Check Payable to: REGISTER OF WILLS, AGENT. (2> 0.00 (3) 0.00 (4) (5) 0. ~ () PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. reteln the use or income Of the property transferred :.............. .................................................................... x b. retain the right to designate who shall use the Property transferred or its income :.................................... c. retain a r x everobnary interest: or .................................................................................................................. x d. receive the promise for INe o(either payments, benefits or care? ........................ . 2. If death occurred after December 12, 1982, did decedent transfer o .................................... x recehring adequate oonafderation? ................. Pr party within one year of death without ........................................... 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death?.......,. ^ Q 4. Did decedent own an Individual Retirement Account, annuity, or other non probate property which contains a benefidary designation? ................. Q ^ THE ANSWER TO ANY OF THE A90VE pUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 use is 3 percent (72 P.S. §9116 (9) (1.1) (I)]. dates of death on or after Januuaaryry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent P.S. §9116 (s) (1.1) fii)]. The statute does not exempt a transfer to a surviving spouse horn tax, and the statutory requirements for diacbsure of ns and filing a tax rettuurn ere stlll applicable even if the surNving spouse is the only beneficiary. dates of death on or sitar Jury 1,2000; The tax rate imposed on the net value of transfers from a deceased child 21 ere of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepp9rent of the child is 0 percent (72 P.S. §9116 (a) (1.2)]. • the tax rote 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. §9118 1.2) (72 P.S. §9118 (a) (1)]. • 1'hs 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. 69118 (a) (1.3)1. A sibling is defined under Sectlon 9102, as an Individual who has at least one parent in common with the decedent, w ether y blood or adoption. co-worrwFaTH ov ro~r~tnvA~AA MIEPfrANCE TAX aETUw~ M ESTATE OF guttOrff, John A Jr. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER _ 21 - 09 - 00415 Include the pproceeds of litigation and the date the proceeds were received by the estate. All property jointly~ownW with the right of survi hlp must be disclosed on schsduls F. DESCRIPTION 1 I Refund from PA Department of Revenue for rebate of 2008 taxes TOTAL (Also enter on Lirw 5, Recapitulation) VALUE AT DATE OF DEATH 250.00 250.00 COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT OECEOENT of Bottorff John A Jr. FILE NUMBER 21 - 09 - 00415 If an aset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Shirley S. Bottorff 529 Thomwood Lane wife A Carlisle, PA 17013 JOINT Y OWNED PROPERTY: ITEM NUMBER LETTER DATE FOR JOINT MADE TENANT JOINT Include name al In n an ban similar Identifying number. Attach deed for joia~held real VALUE OF ASSERT % OF DECD'S DATE of oEATN VALUE OF 1 A 04/22/1977 Proceeds from sale of property situate at 529 t 22 sf s as INTEREST OECEDENi'S INTEREST Thornwood Lane, Carlisle, PA , . 50% 61,308.25 2 A 04/03/2006 2006 Buick LaCrosse ~ f ,7so.oo 50% 5,875.00 3 A 02/15/1985 Members First Checking Account No. 43604 2s2.s7 50% 131.34 4 A 02/15/1985 Members First Savings Account No 43604 s 727 . , so 50% 2,863.80 5 A 02/15/1985 Members First Holiday Club 2,7os.so 50% 1,352.75 6 A 05/03/2002 Orrstown Bank Checking Account No f o . 106002514 , sszs 50% 548.13 7 A 10/03/1994 650.334 shares of PPL Common Stock @ ~s s7o 2 $29.17/share , . a 50% 9,485.12 8 A 08/03/1994 30.6320 shares of Exelon Common Stock @ f aoa 77 $45.991share , . 50% 704.39 TOTAL (Also enter on line 6, Rswpltulation) SCHEDULE F JOINTLY-OWNED PROPERTY 82,288.78 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT INTER-VIVOST R~SFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Bottorff, John A Jr. FILE NUMBER 21 -09-00415 ~~~. wnwu~e musT De completed and filed if the gnawer to any of questions 1 through 4 on page 2 is =. W ITEM' DESCRIPTION OF PROPERTY NUMBER I"m'°"h' ^"^' an.. rw,q.,,.• y,w,.,b ro dsc.anc °ATE ~ D~-TH ~CaS EXCLUSION TAXABLE VALUE YW IM A~ W trwbr. AllKll ~ ~qy a yy dM0 ~ roN s4oe VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Individual variable annuity with Pacific L'rfe - 12,378.48 beneficiary Shirley Bottorff 12,378.49 2 IRA mutual fund with American Funds -beneficiary I 27,1s8.25 I Shirley Bottorff 27,169.25 TOTAL (Also enter on line 7, Recapitulation) I 39,547.74 ~~yppppF~~H~~ cowomvekrr~ ov ne~+arw~ enrr~i-~rr7 8t rw~mwcE nuc nFruwH ~T~ ~ r~nowr o~aeHr ESTATE OF Buttorff, John A Jr. of A. 1 I Hoffman-Roth Funeral Home B• ADMINISTRATIVE COSTS: 1. Peroonal Reproaentetive's Commissions Name of Personal Representatlve(s) must tie reported on Schedule I. DESCRIPTION Street Address ~ State rp Year(s) Commission paid 2. Attorneys Fees Sean M. Shultz (est. $600) John Broujos ($300) 3. Famiy Exemption: (N decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cny State Zip Relationship of Claimant to Decedent '- <• Probate Fees to Register of Wills FILE NUMBER 21 - 09 - 00415 AMOUNT 8,614.70 900.00 329.00 1 5. ~ Accountant's Fees ti. I Tax Return Preparer•a Fees 7. I thher Administrative Costa TOTAL (Also enter on line 9, Recapitulation) 9,843.70 eawa+wEKn~ aF ~w+snwww ka~nrrw~ TA1f NEIUiM1 ESTATE OF BU1tOrff, John A Jr. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 09 - 00415 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM 1 ~ GM MasterCard bill DESCRIPTION I AMOUNT 733.71 TOTAL (Also enter on Line 10, Recapitulation) 733.71 REV.ta18 Ex.rytp1 COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERRANCE TAx RETURN BENEFICIARIES RE8IDENT DECEDENT ESTATE'OF Bottorff, John A Jr. NUMBER NAME AND ADDRESS OF PERSON(S) RELATIONSHIP TO RECEIVING PROPERTY DECEDENT Do Not LNt TnrwUl I~ TAXABLE DISTRIBUTIONS [indude ouUight sal diMributions andsrers under Sec. s~118 (a) (1.2)1 Shiney $. Bottorff 529 Thornwood lane Carlisle, PA 17013 Wlt@ FILE NUMBER ~ 21 - 09 - 00415 SHARE OF ESTATE AMOUNT OF ESTATE (Words) (SS3) 100% Enter dollar amount for disMbutions shown above on lines 15 throw h 18 on Rev 1500 ooverlsheet, 83 g appropriate. II, NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 8173 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 F~L ~ W I L L I, JOHN ADELSERT BUTTORFF, JR., of 117 East Pomfret Street, Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. 7TF,M ONE. I direct that all my just debts and funeral expenses, including gravemarker, shall be paid from my estate as soon as prac- ticable after my decease, as a part of the expense of the administra- tion of my estate. ITEM TWO. I give, deviae, and bequeath my entire estate to my wife SHIRLEY JEAN BUTTORFF, if she survives me by sixty days. Otherwise I give, deviae, and bequeath my entire estate to my sister LOIS KERTLAND, 69 Eaat Willow Street, Carlisle, Pennsylvania. In the event that my wife is not then living on the sixty-first day after my decease and in the event that my sister predeceases me, then i give, devise, and bequeath my entire estate to the children of my sister, equally, share and share alike, per stirpes. ITEM THREE. I appoint my wife SHIRLEY JEAN BUTTORFF as Executrix of this my last will. Should she for any reason fail to qualify or cease to act ae Executrix, then I appoint my sister LOIS KERTLAND, 69 East Willow Street, Carlisle, Pennsylvania, Executrix, with the same powers, duties, and discretions as if originally appointed. \~. ITEM FOUR. I appoint OWEN KERTLAND, husband of my sister, 69 East V Willow Street, Carlisle, Pennsylvania, guardian of any property which passes to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from ime to time for the minor's education, support, and welfare, without regard to his or hez parent's ability to provide for such education, support, or welfare, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. if he should for any reason fail to qualify or cease to act as guardian, then i appoint FARMERS TRUST COMPANY, Carlisle, Pennsylvania, guardian with the same duties, powers, and discretions as if originally appointed. ITEM FIVE. I authorize my Executor and guardian of the Estate of property passing to a minor and his, her, or their successors to exercise the following powers in addition to those given by law, to be exercised in his, her, or their sole discretion: A. To retain any real or personal property which me,y at ~~y t~,,,e form a part of my estate so long as he deems advisable. Page one of three pages. to legal investments. C. To repair, alter, improve, or lease for any period of time any real or personal property and to give options for leases. D. To sell, at public or private sale, for cash or credit, with or without security, to exchange or to partition real or personal pro- perty and to give options for sales or exchanges. E. To make distribution in kind. F. To compromise claims. G. To exercise all power, authority, and discretion given by this will after the termination of any trust created herein until the came is fully distributed. H. To include taxable items and items of deduction in returns for either income tax purposes or purposes of any other tax in such manner and proportion as he in his atsolute discretion may deem advisable from the standpoint of my entire estate and the situation of my beneficiaries without the necessity of making any adjustments or apportionments among my beneficiaries or between principal and income. ITEM SIX. I direct that my personal representative or guardian shall not be required to give bond for the faithful performance of his duties in any jurisdiction. ITEM SEVEN. I direct that all taxes that may be assessed in conse- quence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the ex- pense of the administration of my estate. IN WITNESS WIiEREOF, I have hereunto set my hand this in the year of our Lord one thousand nine hundred an~tyyn~neAugust, SIGNED in ~O..i 'S~ J~ /~ The preceding instrument consisting of this and two other typewritten pa4es~ each identified by the signature of the Testator, was on the day and date thereof signed, published, and declared by JOHN ADELBERT BUTTORFF, JR „ the Testator therein named as and for his last will, in the presence of us, who at his request, in his presence, and in the presence of each other have subscribed our names as witness hereto. SIGNED Address l :.., %~~ ~~~`" 4~, ~: Paae two of three oases. ~i,. SIGNED ' Address SIGNED Address