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HomeMy WebLinkAbout01-31-08nev-wouato-w) OFFICWL USE ONLY COMMONWEALTH OF PENNSYLVANIA ~ REV 1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 - 06 0474 _ _ _ COUMY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Shoemaker III John V 162-22-2824 G DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM•DD-YEAR) THIB ItETUrtN MUST BE FILED IN DUPLICATE WITH THE v 6/1/2006 3/2/1931 REGISTER OF WILLS W (IF APPLICABLE) SURVNING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER w < ~ 1. Original Retum 1~1I 2. Supplemental Retum ~ 3. Remainder Retum (date or death rior to t2 13a2 Y U da'oUC ~ 4. LimNed Estate ~ 4a. Future Interest Compromise (tlate of death after 72-12.82) p - ) ^ 5 Federal Estate Taz Ret r R i d r=j am ~ 6. Decedent Died Testate (Attach copy of Will ) ~ 7. Decedent Maintained a Llving Trust (Attach co of Tr st . u n equ re 8 T l N t b f py u ) _ . o a um er o Sate Deposit Boxes a 4 9. Litigation Proceeds Revived 0 10. Spousal Poverty Credk t4at. m 4ean Between ta3t-st am 74-es) 0 7 1. Election to tax under Sec 9173(A) ana~n sm o . l ) THtS SECTfON MWST I3E COMPLETER. ALL CORRESPONDENCE AND CpNFIDENTUIL TAX INFORMATION SH©ULb BE LafRfCTE-D TCk = w NAME COMPLETE MAILING ADDRESS z° Richard C.3nelbaker 44 West Main Street o H FIRM NAME (IfApplivble) Snelbaker & Brenneman, P . C. Mechanicsburg, PA 17055 V TELEPHONE NUMBER 717-697-8528 1. Real Estate (Schedule A) (1) ~ • 00 OFFICWL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.00 tv r~ n o 4. Mort a es & Notes RevNable Schedule D 9 g ( ) (a) 0.00 ,'_ ~ -~~ O C° r- 5. Cash, Bank Deposhs & Miscellaneous Personal Property ' . ; L ~' _~l7 S>a• (s~,edwe E) (s) 155.18 V? ~ ~ ~ - 0 6. Jointly Ownetl Property(Schedub F) (6) 0 00 ~ ~ ~ W ~ ~~ . ~ ~ F- Q Separate Billing Requested 7 E-'~ ~ ~ ` . G ao. - J 7. Inter-Vivos Transfers B Misvllaneous Non-Probate Property (7) 0.00 - ~-7 ~ n ~ a U W 8. Total Gross Assets (total Lines 1-T) 9. Funeral Expenses 8 Administrative Coats (Schedule H) (9) 10. Debts of Decedent, Mortgage LiabilRies, & Liens (Sdiedule q (10) 1 7. Total Deductlona (total Lines 9 & 10) 12. Net Value of Estate (Line 6 minus Line 11) 13. Charitable and Governmental Bequests/Sec 8113 Trusts for wfiieh an election to tax has not been made (Schedule J) 74. Net Value Subject t0 Tax (Line 12 minus Line 13) -t - -- (6) N 155:18_'=: 0.00 0.00 (tt) 0.00 (72) 155.18 (13) 0.00 (ta) 155.18 stt tnsTRUC7roN5 OR REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal lax 0 00 0 Z rate, or transfers under Sec. 9116 (a)(1.2) • z .0 (15) 0.00 O Q t 6. Amount of Line t a taxable at lineal rata 155.18 x .0 45 16 - ( ) 6.98 f, 7 ~ 77. Amount of Line 74 taxable at sibling rate 0.00 x 12 (17) 0.00 . V 18. Amount of Lina 14 taxable at collateral rate 0.00 x .15 (18) 0.00 x ~ t9. Tax Duo (19) 6.98 20 ~ • • •. . > > BE SURE TQ ANSWER ALL QUE5TIDN5'ON REVERSE SIDE AND RECHECK MATH < < 3 W4645 1.000 ~~' D`ecedent's Complete Address: srl~rv,DDr~ss 13hoemaker Lane Silver Spring Township Cumberland Count err srA~ ZJP Mechanicsburg PA 17050- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 0.00 C. Discount 0.00 3. Interest/Penalty if applicable (1) 6.98 Total Credits (A + B + C) (2) 0.00 D. Interest 0.50 E. Penalty 0.00 Total InteresUPenalty (D + E) (3) 0.50 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 7.48_. Make Check Payable to: REGfS1ER tDF NV~L.S, AGENT ~« ,~ ~~ .. n 4 ~a~.., ~~yp~ww~~,,,, t': ab e~ ~d ktt i ~w 9r~1 `~. , r 91~t . . a Edz~ e,taad . .. ,. 6i§d9P4th~,t _ ~"'&z r +'' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Uansfer and: Yes No a. retain the use or income of the property transferred; ... .. .. f it i d ncome; . erre or s b. retain the right to designate who shall use the property trans c. retain a reversionary interest; or ... ... ......... ...... ..... ... ... ~ 0 d. receive the promise for life of either payments, benefds or care? .. 0 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? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiarydesignation? . 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under peneltiea of perjury, I deUere that I have aremined lhit rotum, indudina aecompanylnq schedules and statements, end to the beat of my knov4etlae antl belief, it is true, correct entl complete. Declerotion of DreDarer omer than the personal repreeenlative is based on all informalim Uwhich preparer has any knaMed9e. t Fisher, Executor 6 Johns Drive, Mechanicsburg, PA 17050 Richard C. Snelbaker, Esquire 44 West Main Street, Mechanicsburg, PA 17055 ~IJ.t~ w°~s ' 'Mril' rr ., ~~~°rMI~E~~., .,~)~ ~P8~kr4tte"~~8:&.~~?~"s ~ Ak4YeNNt r ~.._. ~_~ tk~(kNtt141UdiG~kdt~)"~`~~ ~~~ . a; a• For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value d transfers to or for the use d the surviving spouse is 3°/s [72 P.S. § 9918 (a) (1.1) (i)]. For dates d death on or after January 1, 1995, the tax rate imposed on the net value dtransfers to or for the use d the surviving spouse is 0% [72 P.S. § 9t t 6 (a) (t. t) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requiremems for disdowro d assets and filing a tax return are still applicable even 'rf the surviving spouse is the only bertefldary. For dates d death on a after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one yore d age or younger at death to or for the use d a naturd parent, an adoptive parent, or a stepparent dtne d,ild is o% pz Ps. § sf f s(a)(f .2)). The tax rate imposed on the net value d transfers to or for the use d the decedent's lineal banefidaries is 4.5%, except as nded in 72 P.S. f 9116(1.2) [72 P.S. ~ 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use dthe decedent's siblings is 12°/s (72 P.S. g 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least ova parent in common with the decedent, whether by blood or adoption. 3 W4848 1.000 < . ~ RE V4508 EX + (&98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENf DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, 8r MISC. PERSONAL PROPERTY _ NUMBER Include the proceeds of litigation and the dale the proceeds were reativad by the estate. All oropeM lolrklvowned with the rlgM of survivorship must 6e disclosetl on Schedule F. ITEM I I VALU E AT DATE NUMBER rxcr•aicrinrd OF DEATH 1 (Royal Ahold N.V. Securities and ERISA Litigation cash proceeds from litigation settlement 3W48AD 1.000 TOTAL (Also enter on line 5, Rucapit (It more space is needed, insert additional sheets of the same size) 155.18 155.18 'REV-«51'.~EYrt(300) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RE5IDENT DECEDENT ESTATE OF John V. .4hnomnlrnr TTT FILE NUMBER --- Z1 U b V474 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 [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Dianne Liberator 170 East Penn Street Carlisle, PA 17013 All of Residue: 155.16 Daughter 155.18 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET I I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II • ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 . 0 0 3 W 46AI 1.000 V' """ ° ayni.c '~ ' iocuau, n istlr l aa{1nlUnal SneB[6 m Ine same SIZeJ •i REV-7170 EX (8-BB) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 John V Shoemaker III Scott Ellison INHERITANCE TAX EXPLANATION OF CHANGES 2106-0474 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES Schedule 28, 2007. adjusted to include the assets listed in your correspondence of Sept. Row Page 1