The URL can be used to link to this page

Home My WebLink About03-05-12 (2) ----~ REV-1500°Cio'-to) 1505610143 PA Department of Revenue penrlsyanh Bureau Of Individual Tares oe.,R,wlr+r ocpEVSnu, Po Box.21ao6o1 INHERITANCE TAX Hanistwrg, PA 17126.0601 R~clnCUr ntrre en r en 1JCr+tuCNT INFORMATION BELOW Social Security Number Date of bath 205 09 9634 09 13 2011 Decedents last Name Sufix s~=Nar.s (If Applicabh) Enter Survivlnp Spouse's Information Below 5pouse's Last Name Suffix OFFICWL USE ONLY ~mY COee Year FNe Numper RETURN 21 11 112 0 DENT Date of Birth 09 24 1921 Decedents First Name MI BLIZA88TH V Spouse's First Name MI Spouse's Social Sealrity Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER O~ WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Orlpinel Return ^ 2. Suppbmerlfal Return ^ 3. Remainder Return (date of death prior to 12-132) ^ 4. Limtted Estate ^ qa, Furore kserosl Canpremlae tar+m a seem after 12-1z-82) ^ 5. Federel Estate Tax Return Required ® t3. (A~ aV) ^ 7' (ASnC a p y ~a Tnngs u~~ 7~ Q a. Total Number of Safe DePOStt Bolces ^ 9.LHlpsrionProceedsRecelved ^ ~p ~~ (( t~v~ v er 10.be~hv~ssn7231~t~ardtti47A6a~ ^ 11.ElsctiontotaxurXbrSec.9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFtDENTUIL TAX INFORMATION SHOULD BE DIRECTED TO Name : Daytime Telephone Number.,, DAVID C 1[ILLBR JR 717 93~ 9806N *~ ~c REGISTER ~ USE'~NLY`_T First Ilns of address r-' I r..r1 .-. :i . ! l j~Q ~ ~ ~ ~~ 1100 SPRING GARDSN DR ~: ~~ ~ Second IIM of address -'' .. a F BIIITE A ~ CNy or Post Office State ZIP C d DATE FILED o s lLIDDL8T01IN PA 17057 Corraspondsrrt'se-m~laddn-ss: davidcmlllerjr~verizon.net Under psrraitles of per)ury,1 dedare thn 1 have examined ride redxn, inaudlr~ aocompar~yl schedules and amtemerds, and to rile beet of tt Is true, txtrrel:t and complete. Dedaratlon of prepener other than the Personal ~ Is bred on aN Itlfoltnation of which mY lalowledpe and belbf, Pn has any knoMAedpa. ~ Tu~oF ,BLEFORFlLI RETUr~t CAROL S. SELCHER. alkla CARef e_ ~~ 7Y0 SPRING GARDEN DR, IY]lIQDLETOWN, PA 17057 DAVID C MILLER JR 1100 SPRING GARDEN DR., MIDDLETOWN, PA 17057 Side 1 L 1505610143 150561D143 J V 1 ~~. `~~~~ ~~~~ ~ ~~ ;~~ \~' ~`~ ~\ REV-15U0 EX 15O561D243 Decedent's Social Security Numb oecederH'e Name: SWINGLE, ELIZABETH V. 205 09 9634 RECAPITUUnoN 1. Real Estate (Schedule A} ............................._............................_........................ 1. z. Stocks and Bonds (schedule e) ............................._............................_............. 2. 5 4, 8 2 0. 3 3 3. Closely Hek! Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................._........................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E} .............. 5. 6 6 , B 7 8 . 5 3 6. Jointly Owned Propergr (Schedule F) p Separate Billing Requested............ B. 13 , 3 0 4 . 5 2 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pr (Schedule G) S t IB ~ epara e B ng Requested............ 7, 8. Total Gross Asaets(total Lines 1-7} ..........................................................._..... ti. 13 5 , 0 0 3 . 3 8 9. Funeral Expenses 8 Administratlve Costs (Sdiedule H} ..................................... 9. 7, 1 8 0. 9 2 10. Debts of Decedent, Mortgage Liabilitles, & Liens (Schedule I) ............................... 10. 2 . 3 5 9 . 6 6 11. Total Daductlons(tofal Lines 9 & 10} ............................._.................................. 11. 9 . 5 4 0 . 5 8 12. 13. Net Valus of Estate (Line 8 minus Line 11} .......................................................... Charitable and Governmental Bequests/Sec 9113 Trusts for which 12. 12 5 , 4 6 2 . 8 0 an electlon to tax has not heart made (Schedule J) .............................................. 13. 14. Net Value SubJect to Tax(Line 12 minus Line 13} .....................:....................... 14 125,462.80 TAX COMPUTATION -SEE INSTRUCTION8 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 12 5, 4 6 2, 8 0 1 s. 17. Amount of Line 14 taxable at sibling rate X ,i2 17. 18. Amount of Line 14 taxable at collateral rate X .15 ig, 19. Tax Due ................................• ................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 5,645.83 5,645.83 S1de 2 L 1505610243 1505610243 J REV-1500 EX Page 3 Flls Number 21 - 11 - 1120 Decedent's Complete Address: SWINGLE, ELIZABETH V. STREET ADDRESS 5225 WILSON LANE, APT. 3106 CITY MECHANICSBURG STATE PA ZIP 17055 Taut Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Paymenffi A. Prior Payments B. Discount 3. Interest 4,800.00 252.63 d. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 2 Ltns 20 to request a refund 5. If Ltne 1 + Line 3 is greater tl-an Line 2, enter the dffetence. This is 1heTAX DUE (1) 5,645.83 total Credits (A + f3) (2) 5, 052.63 (3) 0.00 (4) (5) 593.20 Make Check Payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dki decedent make a transfer and: Yes No a. retain the use or income of the properly transfened :............................._............................_................ ^ x b. retain the right th designate who shall use the property transferred or Its income:.••.•••.•••.• ................... ~ x c. retain a reversionary Interest: ot ............................._............................................................................ x d. receive ttte promise for life of either paym~ffi, benefits or care7 ............................._............................ x 2. If death occurred after December 12, 1082, dfd decedent transfer properly within one year of death without receiving adequate consideratlon2 ..........................................................._......................,............................ ^ 0 3. Did decedent own an "in trust for" or payable upon death bank aa;ount or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, orother rron-probate property which contains a beneficiary designatlon2 ..........................................................._. .................... ^ ............................ . IF THE ANSYYER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R AS PART OF THE RETUR - -- or dates of death on or after JuIY 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. §9176 (a) (1.1) (I)]. For dates of death on or after January 1, 1985. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent a~ss~ and flII~ a ~xi a li m 8re stlllffiappli~cab~le~evte x th Sur~viWng Spouse Is ~ only bene~fidary~ and the statutory requirements for disGosure of 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 ears of age or younger at death th or for the use of a natural parent, an adoptlve parent, or a stepparent of the child is 0 pen~nt [72 P.S. §9118 (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) [T2 P.S. §9118 (a) (1)]. • isMeng i$ dtaflnmedpour~xl8r Se~ctio~ f~102 as an i I~~vidua/rwh~o has at I~st oneparent In soommon wli2tliFttre~od~ent wh§etli~ by 1 ~3) or adoption. ca~wa~xrr~ of rewsrwANM INNERffANCE TAX RENRN R~IDENT DECED@/T SCHEDULE B STOCKS ~ BONDS ESTATE OF SWINGLE, ELIZABETH V. FILE NUMBER 21 -11 -1120 Ali property 1~ntiY-owned with right of survivorship must bs disclosed on Schedule F. ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 Frontier Communications Corporation, Common Stock 7.04 1,577.98 2 Verizon Communications Inc., Common Stock 35.50 32,198.50 3 AT&T Inc., Common Stock 28.12 281.20 4 Textron Inc., Common Stock 15.75 4,203.42 5 Banco Santander S.A. 7.65 4,291.65 6 DWS Investments-DWS GNMA Fund-S 15.59 12,267.58 TOTAL (Also enter on Ilne 2, Recapitulation) 54,820.33 rowoRwFxrn aF vaa~sn_viwu xa+ERmwce r~x REruRR R~IDBlr D~®B!T SCHEDULE E CASH,-BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF SWINGLE, ELIZABETH V. FILE NuMSER 21 -11 -1120 include the pproceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sunrivorahtp must he disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Asbury Communities, Inc. -Refund 52.00 2 PNC, Certificate of Deposit, Account No. 31500328011, date of death balance-$14,957.63, 14,957.63 accrued interest-$0.00 3 PNC, Cert~cate of Deposit, Account No. 31700331388, date of death balance-$10,449.53, 10,452.28 accrued interest-$2.75 4 PNC, Certificate of Deposit, Account No. 31700327835, date of death balance-$19,906.70, 19,906.70 accrued interest-$0.00 5 PNC, Savings-Account, Account No. 5004414609, date of death balance-$19,265.04, accrued 19,265.46 interest-$0.42 6 Nationwide Insurance-Refund 200.00 7 Patriot News Refund 153.75 8 AXA Health tns. -Refund 110.32 9 Bethany -Refund 1,152.60 10 Holy Spirit Hospital -Refund 39.37 11 Verizon Telephone-Refund gg 42 12 Personal Property 500.00 ~ TOTAL (Also enter on Line 3, Recapkulation) I g$~87g,~ CONMIONYVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTaTE of SWINGLE, ELIZABETH V. FILE NUMBER 21 - 11 -1120 ff an asset was made ~olnt within one year at the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Carol A. Selcher 720 Spring Garden Drive Daughter A Middletown, PA 17057 B _Il11NT1 V [1WNFrT PRCIPFRTV• Husband ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT Indude name o flnan alit on a ban account num r similar identl n number. Attach deed for' intl -held real ~ ~ 9 1D Y DATE OF DEATH VALUE OF ASSET % OF DEGD'S INTERES DATE of DEATN VALUE ~ DECEDENT'S INTEREST 1 A 10/13/2008 PNC, Checking Account No. 5004893574 ~2.4o6•f35 50°~ 6,203.33 2 B 08/13/2001 Citizens Bank, Certificate of DeposN, Account ~,ioi.fa 1p0% 7,101.19 No. 6140804914 TOTAL (Also enter on Ilne 6, Recapitulatlon) I 13,304.52 COMw10NNiFi1LTN aF ra+NSVLVANW INN9iRANCE TAX RETURN RESgeYr DECmENT 9CF~)IF H ~R~yJf~6t~Al~.D~~BcV/~yES~$ P'Mt~~-7 ~ rV1f,~G W~ 1 ~7 ESTATE OF SWINGLE, ELIZABETH V. FILE NUMBER 21-11-1120 sots or aeceaent must be roported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A• 1 Jesse H. Geigle Funeral Home 321.55 2 Funck's Restaurant-Luncheon after Burial 8616 3 Colonial Park U.C.C: Funeral Luncheon 250.00 B. ADMINI8TRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representatve(s) Street Address Gty State Zip Year(s) Commission paid 2. Attorney's Fees Law Office of David C. Miller, Jr. 3. Famiry Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills-Probate-$258.50; Short Certificates-$20.00 Register of Wills-Oath-$20.00; Cumberland Law Journal- $75.00; The Paxton Herald- $48.00 5. Accountant's Fees B. ~ Tax Return Preparer's Fees 7. Ocher Administrative Costs 1 Linens & More for Less -Packing Supplies 6,000.00 421.50 101.71 TOTAL (Also enter on line 9, Recapitulation) 7,1tit1.92 f SCHEDULEI DEBTS OF DECEDENT, MORTGAGE ~"MA0N14EALTM0FP~n"""~a LIABILITIES & LIENS MNERRAN(.E TNf RERIRN 7 REBIUENT DEC®BfT FILE NUMBER ESTATE OF SWINGLE, ELIZABETH V. 21 -11 -1120 Report debts incurred by the deCedeM prior to death ihat remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Discover Card-Credit Card Balance 29.85 2 Bethany Village 1,941.99 3 PNC Bank-Visa Credit Card Balance 282.26 4 Verizon-Telephone Bill ($37.90; $28.29 66.19 5 Holy Spirit Hospital-Medical Bill-Final Illness 39.37 TOTAL (Also enter on Line 10, Racapkulatlon) 2,355.66 . . REV-+a~a Ex« i++-0e) .. ~ _ SCHEDULE J co-,IMONwee~TN of vENr+sv~vANw INHERrrANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF SWINGLE, ELIZABETH V. FlLE NUMBER 21 - 11 - 1120 NUMBER NAME AND ADDRESS OF PERSON(S) R RELATIONSHIP TO DECEDENT SHARE OF ESTATE (yyo~) AMOUNT OF ESTATE (~) ECEIVING PROPERTY Do rae she T~(sl I« TAXABLE DISTRIBUTIONS[irrdudeouuight sppoouusal distributions and transfers under Sec. X116 (a) (1.2)] 1 Kathryn S. (Swingle) Schultz Daughter One-Half of Rest, 421 Oak Drive Residue and Harleysville, PA 19438 Remainder 2 Carol A. Belcher Daughter One-Half of Rest, T20 Spring Garden Drive Residue and Middletown, PA 17057 Remainder Enter dollar amounts for dlstributons shown above on lines 1 5 through 18 on Rev 1500 cover sheet, as appropriate. II. NON-TAXABLE DISTRIBUTIONS: A. SPWSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER