The URL can be used to link to this page

Home My WebLink About02-23-12 (2) 1505610140 REV-1500 °` t°'-'°' PA Depertrnent of Raverxle eure~ of Irxpvkiual Taxes Couety Code Yaer FYe Numbx Po sox ztaoeol INHERITANCE TAX RETURN 2 1 1 0 0 0 4 4 Fiartisburq_PA 171213.0801 RESIDENT DECEDENT E#ITER DECEDENT INFORMATION BELOW Sodal Sectalty Number Data of Death MMDDYYYY Date of Bkttt k/rIDDYYYY 2 1 1 3 6 9 7 7 6 0 1 0 7 2 0 1 0 1 1 2 1 1 9 4 8 DeoedanCs last Nama Suffix Decedent's Flret Name MI VAN S C Y O C J R J O H N M (N Applicable) Enter 8urviviny Spouse's Intomtatlort BNovv 3pouse's last Name Suffix Spouse's First Name MI Spouse's 9oda1 Security Number FNl INAPPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ® 1.Orlplnai Return ~ 2. Supplemental Rehun ~ 3. Rwltalrxler Retum (date of death prlortD 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Reftxn Regttlred death agar 12-12-82) ® 8. Decedent Dbd Testate ~ 7. Dsoedertt Maintained a Living Trust 8. Total Number of Safe Depoek Boxes (Attach Copy of Wuq (Attach Copy of Tntst) 9. LWpatlon Protxads Received ~ 10. Spousal Poverty Credit (date of dealt Q 11. EieClbn to tax under Ssc. 9113(A) t>slweert 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST SE COw+l.EIED. ALL CORRESPONDENCE AND C018'DENTIAI. TAX NIFORMATION SIIOUW SE t1MtECTED T0: Nam e DeyBme Telephone Number M U R R E L W A L T E R S I T I ESQ 7 1 7 6 9 7 4 6 5 0 .?~ First line of address ~ c 54 E A ST MAIN.... S TR.EET w3~ Y-~ Secwrtd Ibte of address ~~~ _ ~~ ~ i CNy or Post Oflice Scats ZIP Code , ~ ~'~ tm.ED O ` M E C H A N I C S B U R G P A 1 7 0 5 5 Comnporwtert!'s e+nall address: under parraeNa d parpxy, I dadae that I Iteve eaerrirad thN iabxn, Inckrdirp aecwnparrylrq ecFNdulas and alalearnN, and to the best of my knoMAsdpe end belsF, tt N true, oared and oompNls. Dadanelar d proparer dfier than 1ha personal raprstuaaUva N booed on M kMoreulbn d whleh pepanr trs any kraaAsdpa. PERSOtI Rt.;B ~ / r Z l JO N V N SCYOC I 75 ISTERIA WAY LTVERMORE CA 9447 1 t3KS1A7tJRE t7F REPRESENPATtVE DA /I /I,'7 l Z Side 1 L 1505610140 1505610140 U J __ 1505610240 REV-1500 EX Decedent's Social Security Number JOHN M- VAN SCYOC, JR• 2 1 1 3 6 9 7 7 6 Decedent's Name: RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 1 4 8 0 0 0. 0 0 2. Stocks and Bonds (Schedule B) ...................................... 2. 6 7 9 3. 8 1 3. Closely Held Corporation, Partnership or Sole-Propdetorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .................... ... ... 4. 5. Cash, Bank De osits and Miscellaneous Personal Pro e p p rty (Schedule E). ... ... 5. 1 9 9 6 0 • 0 1 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ... ... 6. 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ Se arate Billin Re uested 7 p g q . ... ... . 8. Total Gross Assets (total Lines 1 through 7) ..................... ... ... 8. 1 7 4 7 5 3 . 8 2 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ... ... 9• 9 5 0 2 • 5 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ... ... 10. 4 9 2 2 3. 3 8 11. Total Deductions (total Lines 9 and 10) ......................... ... ... 11. 5 8 7 2 5 . 8 8 12. Net Value of Estate (Line 8 minus Line 11) ...................... ... ... 12. 1 1 6 0 2 7 . 9 4 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ ... ... 13. 14. Net Value SubJeet to Tax (Line 12 minus Line 13) ................ ... ... 14. 1 1 6 0 2 7. 9 4 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X.0 _ 0 0 0 15. Q• Q Q 16. Amount of Line 14 taxable at lineal rate x .045 7 7 3 9 4. 9 4 18. 3 4 8 2. 7 7 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 3 8 6 3 3. 0 0 1 a. 5 7 9 4. 9 5 19. TAX DUE ................................................ ... ...19. 9 2 7 7. 7 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 1505610240 1505610240 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 0044 DE EDENTSNAME JOHN M. VAN SCYOC JR. STREET ADDRESS 105 EAST ALLEN STREET CITY MECHANICSBURG STATE PA ZIP 17055 Tax Payments and Credits: ~ Tax Due (Page 2, Line 19) 2. Credits/Payments A Prior Pa menu 11) 9.277.72 y 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 n;fund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Total Credits (A + B) (2) 0.00 (3) (4) 0.00 (5) 9.277.72 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 inwme : ........................... .... ^ c. retain a reversionary interest; or ............................................................................................ .... d. receive the promise for I'rfe 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' or payable~Ipon-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? .............................................................................................. .... ^ 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 p2 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 disGosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefiaary. 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 p2 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 beneficiaries 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 decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Secction 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JOHN M. VAN SCYOC. , JR. 21 10 0044 All real property owned solety or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to twy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly~owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interestrf owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 1410 GEORGETOWN ROAD MIDOLETOWN, PA 17057 SALE PRICE 2. LOT 34 RIVERSIDE ACRES MCVEYTOWN, PA 17051 ASSESSED $23,600 X CLR 2.14 97,500.00 50,500.00 TOTAL (Also enter on Line 1, Recapitulation.) ~ S If more space is needed, use addifional sheets of paper of the same size. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS Ft BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT JOHN M. VAN SCYOC.. JR. 21 10 0044 All property joimlyowned with right of survhrorehip must be discbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CSX CORPORATION 31.594 SHARES 2. BOB EVAN3 6.004 SHARES 3. PPL 86.194 SHARES 4. RITE AID CORPORATION 1024.405 SHARES 5. NORFOLK SOUTHERN CORPORATION 12 SHARES 1,578.44 173.16 2,741.83 1,869.78 630.60 TOTAL (Also enter on line 2, Recapitulation) ~ S (If more space is needed, insert additlonal sheets of fhe same size) REV-1508 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY esrAre ~r FILE NUMBER JOHN M. VAN SCYOC, , JR. 21 10 0044 Include the roceeds of litigation and the date the proceeds were received by the estate. All ro i owned with ht of survivorehl must be discbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1988 CHEVROLET BLAZER 500.00 NET SALE PRICE 2. PSECU CHECKING 3. PSECU MONEY MARKET 4. PSECU SAVINGS 5. PSECU CHRISTMAS SAVINGS 8. PSECU CD 7. PSECU IRA CD 8. REAL ESTATE TAX SETTLEMENT REIMBURSEMENT (If more space is needed, TOTAL (Also enter on line 5, Recapitulation) ~ S sheets of the same size) 5,131.60 2,503.28 50.05 100.10 4,221.55 6,730.77 722.66 REV-1511 EX+ (10-09) , ~pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS JOHN M. VAN SCYOC. , JR. 21 10 0044 Decederd's debts must be roported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. BUHRIG-MYERS FUNERAL HOME, MECHANICSBURG, PA 3,645.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) JOHN VAN SCYOC. III Street Address 5475 WISTERIA WAY City LIVERMORE State CA Zlp Year(s) Commission Paid: (RENOUNCED) y, Attorney Fees: MURREL R. WALTERS,111 3. Family Exemption: (If decedenCs address is not the same as daimanPs, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 5 ~ Acoounfant Fees: 6. I Tax Return Preparer Fees: 7 5,500.00 357.50 TOTAL (Also enter on Line 9, Recapitulation) 15 If more space is needed, use additional sheets of paper of the same size. REV-1512 Ex+ (12-05) . Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER JOHN M. VAN 8CYOC, , JR. 21 10 0044 Report debts Incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. M&T BANK 46,241.11 MORTGAGE 2. 12010 COUNTY/TOWNSHIP REAL ESTATE TAXES 3. (8ETTLEMENT CHARGES AND TAX CERTIFICATION SALE OF REAL ESTATE 4. (SELLER ASSISTANCE SALE OF REAL ESTATE 965.27 1,017.00 1,000.00 TOTAL (Also enter on Line 10, Recapitulation) I S If more space is needed, Insert additional sheets of the same size. REV-1513 EX+ (Ot •10) •pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE I BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JAHN M_ VON SCYAC_ . JR. 21 10 OOdb 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 [InGude ouhlght spousal distdbufbns and transfers under Sec. 91 f6 (a) (1.2).] 1. JOHN M. VAN SCYOC, III Lineal 5475 WISTERIA WAY LIVERMORE, CA 94551 2. ANDREW H. VAN SCYOC Lineal 11609 GALT AVENUE SILVER SPRING, MD 20902 3. CHERYL L. SMERICK Collateral 38,633.00 1410 GEORGETOWN ROAD HOUSE EQUITY MIDDLETOWN, PA 17057 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 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, use additlonal sheets of paper of the same size.