The URL can be used to link to this page

Home My WebLink About10-21-111505610101 REV-1500 °`tO1-'°' ~' vania OFFIC111L USE C+l~Y PA Department of Revenue Penr~Yl County Code Year File Number Bureau of Individual Taxes ~`""'~`"`~`"`~~` PO BOx ztio6oi INHERITANCE TAX RETURN ® m Harrisburg. PA 1128-0601 RESIDENT DECEDENT ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY 1']9 ~` 738,1, ~D / ~ / Decedent's Last Name Suffix LK S Date of Birth MMDDYYYY /va /9~3 Decedent's First Name MI G ~' (H Applicable) Enter Survivln® Spouse's Infortnatlon Balow Spouse's Last Name Suffix Spouse's First Name MI fl I L K S ®~~.., ~ rm p Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE m m REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Retum (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) O 8. 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 CONFIDENTUIL TAX INFORMATION. SHOULD BE DIRECTED TO: Name Daytime Telephone Number First line of address LOUSE o Second line of address City or Post Office State ZIP Code REGISitFR OF YYN.L$ tJ~ OILY '~ O ..~ -r? ~ ~ -p .-~a t, ; ~ -- '~; ~ ~ •--a c. r sy~ ~ , ;:> <„ ~ ,~ , _, ~ ~., ; i Y ~ _ . q,. ~ DATE FlLED ~ dJ C !>} A C S u G ® i 9 3 Correspondent's e-mail address:. CeSh'e1c153 pCornCast nct Under penalties of perjury, I dedare that I have examined this return, induding 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 QbfPERSON RESP,9NSiBLE FDR~ILING RETURN DATE ADDRESS FR~DA L. Dl tk$ y~y l~tr~e Iythl. Vi31~1 , 111ec~anicsbuh9, PA /7050 SIGNATUtdF,AF PR~ARER~JHER T PR PjiATIVE DATE , , ADDRESS CHlfRLES Ez sH/ELOS ~; b C/oKSe.-GId., lYkkCltan~csbKr>y, PfE /7as~ PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 REV-1500 EX Decedent's Name: F. ~4 ~ ~ , D t RECAPITULATION 1505610105 Decedent's Soaal Security Number 1. Real Estate (Schedule A) ............................................. L ~i uw ~ n uu ~r r~ O 2. Stocks and Bonds (Schedule B) ....................................... 2. p 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. O 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. O 6. Jointly Owned Property (Sdtedule F) O Separate Billing Requested ....... 6. O 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) O Separete Billing Requested........ 7. 9 9 8 jj 8. Total Gross Assets (total lines 1 through 7) ............................. 8. p I ~ _. 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. ~ D D 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .............. 10. Q Q 11. Total Deductions (total Lines 9 and 10) ................................. 11. ~ Q Q 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. q 6 13. Charitable and Govemmentai B@quests/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. Q 9 ~O 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 .OQ 16. Amount of Line 14 taxable at lineal rate X .0 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE ......................................................... 19. 20: FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Sine 2 L 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Complete Address: Fite Number ~1 I _ I, DECEDENTS NAME . Edgar ~. ~; irs __ -- STREET ADDRESS ~~ Glue IY1Off~ta,'n Visfi -- CITY _. - /Y1P.cham ~ csb a STATE ^~ l~J ZIP ~ 7 O .S~ J Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments ~ A. Prior Payments _-~ B. Discount (1) c~ 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. Total Credits (A + B) (2) (3) (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. fl O O D 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 properly transferred or its income : ................................ ............ ^ c. retain a reversionary interest; or .............................................................................................................. ............ ^ d. receive the promise for life of either payments, benefits or care? .......................................................... ............ ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................. ............ ^ I~ 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 benefiaary designation? ............................................................................................................ ............ ® ^ IF THE ANSYVER 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 of the surviving spouse is 0 percent ]72 P.S. §9116 (a) (1.1) (e)]. 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 sfill applicable even 'rf 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 decedents lineal berrefiaaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) p2 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents 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. M1[V-I71V G. ~IOI) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON•PROBATE PROPERTY ESTATE OF -~ ~ ~ i~S ~ FILE NUMBER ~I r I I c~~ar ~- This schedule must be completed and filed if the answer m any of questions 1 thnwgh 4 on the reverse side of the REV-1500 COVER SHEET fs yes. ITEM NU R DESCRIPTION OF PROPERTY iwzUOETMENRtlEOFTMETR~NSFERFE,THEIRRBA770N8NPTO0EC~ENTMgTREW7E0FTRN1SfE0. nn~ncarrarREOEEOroRRExcsr~re. DATE OF DEATH VALUEOFA ET % OF DECD'S INTEREST EXCLUSION ~EAPRN)A&E TAXABLE VALUE 1. e,A1 ~^1,A.,w~_ ~L ~~,// Z~T lTL:t:.C~~'~ LlA r1'ZOP~am ~ sM~ll'11 ' ~ ~~~+- ~~~39^,g-55o w4, bg~.6~ ro~fa -a-- ~q9 d~.bs ~ot„n~- LJ4,S P~ able I~ -~ a*y ~c . cusc, ~ntda 1. D;IKs. ~u,rviv~yuj $ ~ '' ,, Csca I/Q~KQnOd ~d/ftr a1~tclM.r, TOTAL (Also enter on line 7, Recapitulation) I S g 9, ~, ~~7~. b 7 rttore space is needed, insert additional stte~s of the same size) 15:22 FAZ 7177301894 MSSB CamP$ill I~j0002/0002 214 ScnaceAvc 7rh Floor Camp Hill. PA 170L1 d~ n7 Tao teoo ~ n7 730 tas4 wu s« soo 2371700 MorganStanley October ls, 2011 ~ SmithBarney Edgar A Dilks FAX 717-795-7473 RE: Accouat 724-66139-18-550 Edgar A bilks Dear Mr. bilks: As you have requested, below you will fmd the value of your account assets as of October 3, 2011. SynlboltCUS1 #BDP Description BANK DEPOSIT PROGRAM Duantity 1,773.73 Price 1.000 Market Value $1 773.73 BAC BANK OF AMERICA CORP 900 5.530 $4 877,00 GE GENERAL ELECTRIC CO 700 14.890 $10 83.00 MRK MERCK 8 CO INC NEW 400 31.570 $12 g~,00 MSFT MICROSOFT CORD 800 24.530 $14,718.00 NAT "" NORDIC AMERICAN TANKERS 600 12.290 $7,374.00 PBCT PEOPLES UNITED FINCL INC 600 11.140 x,684.00 PBI PITNEY BOWES INC E50 18.260 $8,217.00 PFE PFIZER INC 700 17.330 $12,131.00 PPL PPL CORP 7'50 27.770 $20 827.50 RCS TAY ~ ~ w PIMCO STRATEGIC GLOBAL 6.63 10.770 $71.41 V~~~ 199,684.64 If you havc any questions or concerns, please feel flee to contact Ray Montchal or myself: incerely, anet e e ' Client Service Associate Stanley Smith Barney _ __ REV-1511 EX+(10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCFIEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF ,D~1ks, ~ JQ~ ~. FILE NUMBER °l! Z~- 11 Debts of decedent must be reported on Schedule L ITEM IUMBEf A. 1 B. 1 FUNERAL EXPENSES: ADMINISTRATIVE C05TS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. Attorney Fees Ch a1r'teb E. Sh r el d ~ ~! ~Wr1dG~G~fY)1 ~l¢~I ) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. 5. 6. ~. City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees fil;,,,~ ~ -~+• G2~157Gr o~ wills State Zip f1S.ov TOTAL (Also enter on line 9, Recapitulation) I S ~~, ~0 (If more space is needed, insert additional sheets of the same sae) REV-1513 EX+ (9-00) SCNEDI~LE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~;1ks, ~ J q~ A . FILE NUMBER ~/ // 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)]. ,. Fr>cda ~. ~r)ks. yy j31uc Attn. ViSr , Mechmrt«sburrj. ~~ rv~d ow I ~~~'~ r~osa CIE- ~- ~,fvlrmctl,'cvtaJ -~.,+.rposcs : ~Ue~lent ~P~''s -!>D 11au° Domed alb assr~a o}~er -l~RaK- ~FC~ .1rK/l- Ifleported on Sc3+ed. G cts .~~ by ~Fit1~ ta7t~re7y w~H.t his Spouse.. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 16, 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 sae) iiFC~~~~FC? (}FF~',F (}F <; ,J ~ V / CLERK CF ORPI-i,~NN'S ~ ,~! 1RT _~ O r N a Q N 0 J ~ W~ o a o ~~m ~ Z ~ N O ~ N ~ Q ^ LL ~ ~' ~ N ~~M W m (7 ~E Q i ~ZQ~ r ~ GNU o ~ J~~O W Qo~ c"o aN~o ~ ~ r ~Ufnr= .n W ~= vic~io ~ ~O~n-m F" ~ Q rn OZOa.= ~ ~~=W g M ii W~F-J o F- W ~ N ~ _ ~ ~ m = J N ~ w~c~a O ~ ~ _ ~ ~~~~ 9 a ~ 0 =gym .. m~v O ~ ~ ~ w Z moo= L - ~ U N - m ~ CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Raads MECHANICSBURG, PA 17055 GEORGE M.HOUCK (1912-1991) October 20, 2011 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Edgar A. Dilks No. 21-11- TELEPHONE (717) ?66-0209 FAX (717) 795-7473 Dear Register of Wills: ' Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Edgar A. Dilks Estate as well as Check No. 1359 in the amount of $15.00 for the filing fee. I have also enclosed an extra copy of the Inheritance Tax Return. Please clock in the extra copy and place in my mailbox for me to pick up at a later date. Thank you for your kind attention to this matter. Very truly yours, ~~ti~ ~ a Charles E. Shields, III Attorney-At-Law CES/mjj Enclosures >o ~, =y~ ~ ~ ~ ~' j .... -~ I ~ I \ ~ ~ ~ r . . ~ I. j 1`r .r...~ J3 ~ y ~ . V r ~~.... _ _.~ ~ 7G ~ .~ ' f. f _...~ __. ~ ~_ ;-Ti f~ . ' c.~ Q - ~ n