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Home My WebLink About03-13-1215D561D143 REV-1500 Ex(D,_'°'';~ OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county coda Year File Number Bureau of Individual Taxes °~""**~*~ PO 80x.280601 INHERITANCE TAX RETURN 21 12 Harrisburg, PA 17128-0601 RESIDENT DECEDENT "-r.- ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174 20 3527 li 12 2011 10 27 1926 Decedent's Last Name STONER Suffix Decedent's First Name MARVIN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return 2. Supplemental Return 4. Limited Estate ~ ~ Future Interest Compromise (date of death after 12-122) 8' (Att~Copy of Wilp to ^ 7. pAtt dieCoFY~of~Tnedt)a Living Trust ( g. Litigation Proceeds Received ~ ~°~e~P2 31~~andit~da95~fdeath 10. 3, Remainder Return (date of death prior to 12-13-82) '~ 5. Federal Estate Tax Return Required MI J MI __ g, Total Number of Safe Deposit Boxes ~ 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number MICHAEL L BANGS 717 730 7310 First line of address 429 SOUTH 18TH STREET Second line of address City or Post Office CAMP HILL State ZIP Code PA 17011 REGISTER OF WILLS USE ONLY r_ n .:: ' -~ Q r: :; - '-n - „~ --~ -., , - °-~ ~m C!) r-TJ-~ i _ V-' .,i ._. DATE_~141~~ ~'? r .:. ~ .,,.._ c- :~.~ .~; -,,- ~ •~ L~? -.~ Corcespondent's a-mail address: mikebangs@verizon.net Under penalties of perjury, I deGare that I have examined this return, inGuding 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 preoarer has anv knowledge. ADDRESS J. Stoner 1604 Airport Drive, Mechanicsburg, PA 17050 ~ .3~U 5 I J U I Z- SIGNATURE OF PREPARER O?THER PRESENTATIVE ,DATE ~wc.~ c , Michael L. Bangs ~ //Jim ADDRESS 429 South 18th Street, Camp Hill, PA Side 1 L 150561D143 15D561D143 J 15D561D243 REV-1500 EX Decedent's Social Security Number oeceaeneSN~: Stoner, Marvin J. 174 20 3527 RE CAPITULATION 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 & Notes Receivable (Schedule D) ..................................................... .. 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ............. .. 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested........... . 6. 68 711.23 7. Inter-Vivos Transfers 8 Miscellaneous i~{oq Probate Property , (Schedule G) a Separate Billing Requested........... . 7, 8. Total Gross Assets (total Lines 1-7) .................................................................. .. 8. 68 , 711.23 9. Funeral Expenses & Administrative Costs (Schedule H) ..................................... .. 9. 11 , 700.2 9 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................ .. 10. 7 , 4 8 0 . 8 4 11. Total Deductions (total Lines 9 8~ 10) ................................................................. .. 11. 19 , 181.13 12. Net Value of Estate (Line 8 minus Line 11) ......................................................... . 12. 4 9 , 530.10 13. Charitable and Governmental Bequests/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. 4 9 , 530.10 TAX COMPUTATION -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 .00 15. 0 . 0 0 16. Amount of Line l4 taxable 49 530.10 at lineal rate X .045 ~ 1s. 2 228.85 r 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 0.00 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. Tax Due ........................ .. ................................................................................. 19. 2 , 228.85 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15D561D243 15D561D243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-12 DECEDENT'S NAME Stoner, Marvin J. STREET ADDRESS - ------ ------- 1604 Airport Drive CITY ~-STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. Make Check Payable to: REGISTER OF WILLS, AGENT. 0.00 (3) (4) (5) 2,22$.$5 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 ............................................................................................................... ^ ^ h r~ receive the promise for life of either payments, benefits or care? ........................................................... iJ ~ 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 "in trust for" or payable upon death bank account or security at his or her death?....... ~~' j~; 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......................................................................... '~' ...................................... l-; u 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 January 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 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. (1) 2,228.85 Total Credits (A + B) (2) Rev-1509 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Stoner, Marvin J. 21-12 Han asset was made Joint within one year of the decedent's date of death, it must be roported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Stephen J. Stoner B. C. 1604 Airport Drive Son Mechanicsburg, PA 17050 JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOIN TENANT DATE MADE JOINT INCLUDE NAME OFDENANRIALTNON OTIONRAN BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A j ~~~~97~' PNC Bank -Free Checking Account 137,422.46 50.000% 68,711.23 TOTAL (Also enter on Line 6, Recapitulation) I 68,711.23 (If more space is needed, additional pages of the same size) Copyright (c) 2002 forrn software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) REV-1151 EX+ (10.06) COMMf~NT DECEDENTYLVANIA SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Stoner, Marvin J. 21-12 ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s) Commission paid 2. Attorney's Fees Michael L. Bangs 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio _ Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs 11,200.29 500.00 TOTAL (Also enter on line 9, Recapitulation) I 11,700.29 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Stoner, Marvin J. 21-12 ITEM NUMBER DESCRIPTION AMOUNT Funeral Ex enses 1 Ewing Brothers Funeral Home, Inc. 11,040.29 2 Gingrich Memorials 160.00 H-A 11, 200.29 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+(12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Stoner, Marvin J. 21-12 Report debts incurted by tha decedent prior to death that remained unpaid at the date of death, including unreimbureed medical erean:ee (it more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) REV•1513 EX+111-0B) COMM_Q~D p DNNg RLVANIA SCHEDULE J BENEFICIARIES ESTATE OF Stoner, Marvin J. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 a 1.2 1 Patricia A. Geiger 486 Adam Lane Mechanicsburg, PA 17050 2 Scott M. Stoner 1017 Dogwood Lane Enola, PA 17025 3 Stephen J. Stoner 1604 Airport Drive Mechanicsburg, PA 17050 FILE NUMBER 21-12 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$) Daughter one-third of residue Son one-third of residue Son one-third of residue ~ Total Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet as a ro I NON-TAXABLE DISTRIBUTIONS: II. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~ vrAU OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 forrn software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ~DW~ THE 1lVAY February 27, 2012 Michael L Bangs Attorney at Law 429 South 18a' St Camp Hill, PA 17011 RE: Marvin J Stoner SSN: 174-20-3527 DOD: 11-12-2011 Deaz ?vlr. Bangs: In response to your request for Date of Death (17OD) balances for the customer noted above, our records show the following: Checking Account Accoun# # 51400b2441 Established: O 1-01-1978 MARVIN J STONFI7 STEPI~I;N 1 STONER DOD balance: $ 137,422.46 non interest bearing Please cote that this office provides date of death balances for deposit account; (Il2As, CT3s, Checking acid Savings}. We do not process any financial transactions or p~yi~ ststtements. If you need assistance with any of these items, please call 1-888-PNC-BANK {1-888-762-2265) or stop by Your local F1VC Bata~k branch office. Sincerely, hationat Financial Services Center P`ciC Bank, N.A. Member FDIC This message is imended for the use of the individual or entity to which it is addressed and may contain information that isprivileged, confidential and exemptfram disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby noted that any dissemination, distribution or copying of this commxnications is strictly prohibited. If you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document. Page 1 of 1