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Home My WebLink About11-28-11 1505610101 s oo ~ ta~_so, ~ ~tEV- ~ L . OFFICIAL USE ON Y PA Department of Revenue o~.«~i? Bureau of Individual Taxes Countv Code Year File Number INHERITANCE TAX RETURN PO BOX 28o6oi ~ ~ ~ r ~ ~ ~ Harrisburg, PA i7i28-o6oi RESIDENT DECEDENT - ~ ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY ced ent's Last Name De Suffix Decedents Firs t Name MI << / (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI s;-~~T~~.~, 1 k'~N' ~ K Spouses Social Security Number ,,~ ,~ ,~ ,~ S~ .~,: <~ t ~ `f FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) 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 T0: Name Daytime Telephone Number First line of address 80 ~Ro ti i ~T. Second line of address City or Post Office 1~ F ~ i ~ V l ~ (~ Correspondent's a-mail address: State ~ A ZIP Code REGISTEl~~D1F WILLS USE-ONLY . = ry -~ ,~ - ~ - T ."' - ~-~ ~_ -- _ -- ~ , rr f, . -~ ~ ~ -- --~. ~, ~~:_, ,t - ~.t~ ~__~ ~, ~~DATE FILED " ` "- ' ~ . J x ,. ~..r ~ 7 ~ ~S 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE Side 1 1505610101 1505610101 J C)~ J 1505610105 REV-1500 EX ~) Decedent's Social Security Number ~1 Decedent's Name: ~~ ~ ~ ~ j ~ rn ~ rT ~ ~ ~ rj ~ ~ ~ .. p~, ~, t f I~ r;1 7~ 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) p Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ~ '' (Schedule G) p Separate Billing Requested........ 7. • • ~ , ~" ~, 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. ~ ~ 3 L' + : ~ ~ 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. C f ~f ~ , r f . - 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. ~ , ~- - ._ . ,c ~- ~ ~:~r 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. _ ' - . ~ i M, 4~~ 12. 13 Net Value of Estate (Line 8 minus Line 11) ........................... Ch it bl G ... 12. , -' ~~ ~ , :. -l C ,~ ` . ar a e and overnmental Bequests/Sec 9113 Trusts for which ' ~ = ~ ~ j ~ .c an election to tax has not been made (Schedule J) ..................... ... 13. 3~ 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... . 14 ~ ~ ~ ~ ~ ~ .. . , ~ ~ * TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable _ . ~ _ ~.- ~ , ..` at lineal rate X .0 _ ~ 16. ~ ~' ~ 17. Amount of Line 14 taxable ~.'"''` . ~-,~ *`~*"p. ~',,>.'~ ~; ~-~~,~~* ... at sibling rate X .12 17 . 18. Amount of Line 14 taxable ~ ~. ; , ~;,., ; ;, q.~,f, , -~ .- ~; : r.~~,~t~A. ~ r ~ ~ :-~.~ :ry n~t~ _, " ~ ` at collateral rate X .15 1 g _ : ( ' 19. TAX DUE ....................................................... .. 19. ~~, ~ C% ~ C _ ~~ ~. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610105 O 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: File Number ~ / _ ~ / ~ ~ 11 DECEDENT'S NAME itl 1 L ~~ n~ _ ~ N ~ ~ T~ STREET ADDRESS --- ------ -- ~~ _ F ~o~lT ~T ~ CITY _ -- STATE ZIp Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments 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. (1) Total Credits (A + B) (2) (3) (4) (5) ~~~ Cj _ (~ J~~ Make check payable to: R~yyE~.G~,ISTER OF WILLS, AGENT. ,_ '.e1, ',`:. v ? .', ~``.~ ~ i=t '7<';:7R~ ~' [ ''fi't, 7u~ r 'ib a 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 :.......................................................................................... ^ b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ (~ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ ~j~,/ 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" orpayable-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? ........................................................................................................................ ^ Lt/J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. w~r '*. '~ .~Y ..- '.Wi"St ~ .C ~Y~~t:E~~„F,V.f 'J .,.i~~ R~{~".v 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 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 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 ne# 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. Rev-~soe ex. ~~-spa COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Include the proceeds of lifgabon 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. h? f r !.3/~lV~K ~dbCl ,~?~~KET ~T ~FmoyN~ PA ~'~~.c~U a. I ~~R~oN/+i'_ ~R.o PF_ RTy I /Soc~, cc) TOTAL (Also enter on line 5, Recapitulation) I $ / '~ ~-p , CjU (If more space is needed, insert additional sheets of the same size) REV-1509 EX+(i-97) ' SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER (,~ r ~ ~. r >~ rvt ~' r-( ~- i T ~ ~ ~ - it - i ~ r ~ If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING J01NT TENANTIS) NAME ADDRESS RELATIONSHIP TO DECEDENT A. ~~~'~/r .Si~~ ~ 7 ~) ~d F ~o A(i S'T W rF/~<<PG'~E~cI ~R ~ Po USE B. C JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY Include name of financial Institution and bank account number or similar identifying number. Attach deed for jointly-held real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. ~ ~ K S ~ J~/ f} L I ~ l~ ~ r ~ l= R~ C ~E /D ~i ~ D G. - . ~Q ~ ~,~, 071-C~. B ~d F~o~T ~T (,~1. F~r~~rF~ A~ m~P ~~_ ~~- v (7~0~-,5 `~~ ^a ~ 7 Cu~1i113~kL`Q-ND Cac~~1-~y e~A TOTAL (Also enter on line 6, Recapitulation) I $ ~~, p U ~, Otj (If more space is needed, insert additional sheets of the same size} REV-1511 EX+ (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDt~LE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS is Iwt t ur FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: a l nl ~~ of c c. q _~ ~' Eel v c~ A P ~} i 7 v ~ .s ~d 7..~ ,, a o B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(s) Commission Paid 2. 3. 4. 5. 6. 7. Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Zip Zip ~~.~e TOTAL (Also enter on line 9, Recapitulation) $ ~ ~~ ~, d (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDI~LE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & L1ENS ESTATE OF FILE NUMBER Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same size) REV-1513 ~X+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER (,~ ~ I l t i >~ ~Iil ~~ ~ A-TT~: ~ oz 1 - // - 1 /1 D RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 1 ~ ~ ~ ~ ~ ~~ ~ ~ ~ ~ ~ ~ ~ . ~~.~ ~ Payable To: DEBBIE LUPOLD, TREASURER Office Hours: MONDAY THRU THURSDAY 9:00-4:00 Bill No: 6107 98 S ENOLA DRIVE; ROOM 101 PHONE (717) 901-9392 Bill Date: 3/1/11 ENOLA, PA 17025 Control No:45000511 Phone: (717)901-9392 MAP NO: 46-17-1044-277 Dear: 80 FRONT STREET Acres .090 Deed: 0017M-00263 LAND LESS THAN 1 ACRE Residential(Unduue~~r 10 Acres) 1BN $1.00 FEE FOR ADDITIONAL ECEI ~ Tax Payer: ' ~ I SHATTO WILLIAM LEWiS Assessed Value: Land: 24,600 improvement: 79,400 Total: 104,000 Discount Face Penalty COUNTY R/E 1.90200 $193.85 $197.81 $217.59 COUNTY LIB .14300 $14.57 $14.87 $16.36 MUNIC. R/E .95700 7.54 $99.53 $109.48 T I AMOUNT DUE Date Of Payment Is On $305.86 3/1!11 thru 4130/11 5312.21 511111 thru 6130/11 5343.43 7/1 N 1 or Later 8 IRENE K SHATTO *. - ~' 1 ~~`` ~ ~ ) ~~~ BO FRONT ST ~ ' ~ ENOLA, PA 17025-3211 (DES ~i~ Llir'oi !~ ~ CNJ I GFi1d ('~S SiiJ~ ` Yv? Tl~c~:~;~'~tt~~ TAXPAYER'S COPY -KEEP THIS PORTION FOR YOUR RECORDS DEBBIE LUPOLD, TREASURER 98 S ENOLA DRIVE; ROOM 101 ENOLA, PA 1?025 TEMP - RETURN SERVICE REQUESTED OFFICIAL COUNTY IL1UNICIPAL TAX BILL ~I"II~~IIn411~11~1~11~llulllnl~~l,l~lll~llll~lllll~llll~lul s~iio-aoa~o SHATTO, WILLIAM LEWIS ~` & IRENE K SHATTO 80 FRONT ST ENOLA, PA 17025-3211 I, WILLIADi L. SHATTO, of West Fairview, Cumberland County, Pennsylvania, da hereby make my last will and testament, revoking all testamentary dispositions heretofore made by me. 1. Z y~.~~a all my estate, real and personal and wheresoever situate, to my wife, Irene K. Shatto, if she n - survive= r;~e . ~'~ ~~ ._` -.~ ,- , rTl t`„ 2. If my said wife predeceases me, I gib ~~'1 rr~` ' 'E ~~rJ said estate, in equal shares, to my children, Michae-3:---~L.. Shat .o, Phyllis Ann Shatto, and Kenneth W. Shatto. ~ ~- `ma'r-.~, 3. I nominate, constitute and appoint my wife, Irene K. Shatto, to be my Executrix. If she is unable or unwilling to so act, I appoint my children, Michael L. Shatto and Phyllis Ann Shatto, or the survivor of them, to be my Executors. I\ ydIT:~ESS t~'HEREOt= , I haze '~.ere~-: ~:. se ~ . _ ~:an~' ~:.. =_ea~ to this ray last will and testament this'L~1 day of June, 1979. Signed, sealed, published and declared by the above-named William L. Shatto, as and for his last will and testament in the presence of us who, at his request and in his pre- sence and in the presence of each other, have hereunto sub- scribed ou= na.^es as witnesses phis - day o_` June, 1979. .y .. ~~`..:,..~ /.~ ~ %_t ~ ~ . _ ,- .., { SEAL } •~ WILLIAM9 3. M~DDEti, JR. , ESQL7IRE 240 North Third Street Harrisburg, Pennsylvania