HomeMy WebLinkAbout02-10-121505610140
REV-1500 EX (01-10)
OFFICIAL USE ONLY
PA Department of Revenue Coun Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN ty
PO BOX 280601 2 1 0 9 0 2 5 0
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 7 2 2 6 9 5 7 1 0 2 2 1 2 0 0 9 0 6 0 2 1 9 2 8
Decedent's Last Name Suffix Decedent's First Name MI
W H I S L T E R J R H A R R Y
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
^ 1. Original Return
^ 4. Limited Estate
^ 6. Decedent Died Testate
(Attach Copy of Will)
^ 9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
Q 2. Supplemental Return ^
^ 4a. Future Interest Compromise (date of ^
death after 12-12-82)
^ 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)
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. 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 T0:
Name Daytime Telephone Number
I V O V O T T O I I I 7 1 7 2 4 3 3 3 4 1
First line of address
M A R T S O N L A W O F F I C E S
Second line of address
1 0 E H I G H S T
City or Post Office
C A R L I S L E
State ZIP Code
P A 1 7 D 1 3
Correspondent's a-mail address: I O T T O a1 M A R T S O N L A W. C O M
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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. DeGaration 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
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ADDRESS
72 PEACHY ANN DRIVE NEWVILLE PA 17241
SIGNATl1~tE OF1~RF~PA~THER THAN REPRESENTATIVE DATE
ADDRESS
10 E HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
REGISTER WILLS USE QNLY
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',~pj4TE FILED ': a
Side 1
150561014D 1505610140 J
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
21 09 0250
Decedent's Name Page 1 File Number
Correspondents
Name
First line of address
Second line of address
City or Post Office
State ZIP Code
Daytime Telephone Number
Correspondent's a-mail address:
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, coned and complete. Declaration of prepan:r other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
6195 MIFFLIN AVENUE HARRISBURG PA 17111
Name
First line of address
Second line of address
City or Post Office
State ZIP Code
Daytime Telephone Number
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, induding arx:ompanying schedules and statements, and to the best of my knowledge and belief,
it is true, coned and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG URE OF PERSON REP L FOR FILING RETURN D TE
. a~9 ~Z
ADDRESS
456 WEST PENN STREET CARLISLE PA 17013
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: 1 7 2 2 6 9 5 7 1
RECAPITULATION
1. Real Estate (Schedule A) ...................................... ..... 1 • 0 • 0 D
2. Stocks and Bonds (Schedule B) ................................. ..... 2. 8 4 1 . 0 D
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. D • 0 D
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .. ..... 6. 0 . 0 0
7. Inter-Vivos Transfers & Miscellaneous N -Probate Property
(Schedule G) ~ Separate Billing Requested ... .... 7. 0 . 0 0
8. Total Gross Assets (total Lines 1 through 7) ....................... .... 8. 8 4 1 . 0 0
9. Funeral Expenses and Administrative Costs (Schedule H) ........ ........ .. 9. 0 . 0 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ... ........ .. 10.
11. Total Deductions (total Lines 9 and 10) ..................... ........ .. 11. D . 0 0
12. Net Value of Estate (Line 8 minus Line 11) .................. ........ .. 12. 8 4 1 . D 0
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) ............ ........ .. 13. 0 • 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ............ ........ .. 14. 8 4 1 . 0 0
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.o _ 0. 0 0 15. 0. 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 0. 0 D 16. 0. 0 0
17. Amount of Line 14 taxable
at sibling rate X .12 0 0 0 17. 0. 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0. 0 0 1 g, D. 0 0
19. TAX DUE ............................................. ........ .19. 0 . 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
1505610240 1505610240
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 09 0250
DECEDENTS NAME
H Whistler, Jr.
STREET ADDRESS
831 Lindse Road
CITY
Carlisle STATE
PA ZIP
17015
Tax Payments and Credits:
~ • 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, Llne 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) 0.00
Total Credits (A + B) (2)
(3)
0.00
(4) 0.00
(5) 0.00
Make check payable to: REGISTER OF WILLS, AGENT
,, -. ,•.
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? ............................................ ........... ^
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............................................................................ ........... ^
3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ ^X
4. Did decedent own an individual retirement account, annuity or other non-probate property, which
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 of the surviving spouse is 0 percent
[72 P.S. §9116 (a) (1.1) (ii)J. 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.
REV-1503 EX + (6-98)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HARRY WHISLTER, JR. 21 09 0250
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 40 shares, MetLife, Inc. CUSIP 591568108 841.00
See attached
TOTAL (Also enter on line 2, Recapitulation) , $ 841
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (Ot-10)
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
HARRY WNTST.TF.R_ 7R_ 21 09 0250
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (Include outs' ht spousal distributions and transfers under
91 f6
1
2
S
(a) (
.
).)
ec.
1. Estate of Betty J. Whistler Spousal
c/o 10 East High Street
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS;
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. S 0.00
It more space is neetletl, use atlditional sheets of paper of the same size.
Estate Valuation
Date of Death: 02/21/2009
Valuation Date: 02/21/2009
Processing Date: 01/27/2012
Shares Security
or Par Description
1) 90 METLIFE INC (591568108)
NYSE
02!2012009
02/23/2009
Total Value:
Total Accrual:
Total: $841.OC
High/Ask Low/Bid
Estate of: Harry Whistler, jr.
Account: 862D.1
Report Type: Date of Death
Number of Securities: 1
File ID: 8620.1.harry.metlife
Mean andlor Div and Int Security
Adjustments Accruals Value
21.92000 19.43000 H/L
22.48000 20.27000 H1L
21.025000
$0.00
891.00
$841.00
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at 1818) 313-6300. (Revision 6.4.1)