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Home My WebLink About05-09-12 (2)~...~,, 1505610140 REV-1500 EX co,_,o, PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes PO BOX 28D601 INHERITANCE TAX RETURN County Code Year File Number Harrisbur , PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 0 9 4 6 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 0 8 2 8 2 0 1 1 1 1 2 7 1 9 5 0 Decedent's Last Name Suffix Decedent's First Name S T E R N E R MI J A M E S A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE FILL IN APPROPRIATE OVALS BELOW REGISTER OF WILLS ^ 1. Original Return ^X 2. Supplemental Return ^ 3. Remainder Return (date of death ^ 4. Limited Estate ^ prior to 12 1 ^ 6. Decedent Died Testate ^ (Attach Copy of Will) ^ 9. Litigation Proceeds Received ^ CORRESPONDENT -THIS SECTION MUST BE CO Name G E R A L D J S H E 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) NPLETED. ALL CORRESPONDENCE AND CONFIO K L E T S K I E S Q - 3-82) ^ 5. Federal Estate Tax Return Required --_ 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) ENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number 7 1 7 7 7 4 7 4 a~ ___ REGISTER OF WILLS USE ONLY j First line of address i n - B R I D G E , ~- ~ ~- ;, '~ Second line of address r~ _ ~ ~ , _ :~, ;~ ---z I `: P 0 B 0 X E ~ i ' ~ - _. , ,_; City or Post Office ~, , ; ~, l ` - State ZIP Code N E W _ I __ _._ DAB FILED _? _ C U M B E RL A N D P A 1 7 0 7 0 v~ J •• ~- ~~~ ~~ ~~ Correspondent's a-mail address: S h e k ], e t S k l a~ S t 0 n e 1 8 ,~,, . , W• n e t Under penalties of perjury, I declare that I have examined this return, including accompanying schedules a it is true, correct and complete. Ceclaration of preparer oth nd statem t en s, and to the best of my knowledge and belief, er than the personal representative is based on all information of which preparer has any knowledge. TURE OF PERSON RESPONSIBLE FOR FILING RETURN ~ ADDRESS DATE - PATRICIA STERPyER 230 ~ ~~ T 3RD ST SIGNATUR ~D . APT•20,WI ~ '!h" T ATIVE LLIAMSPORT PA 17701 R~r A RESS "' LLL"' f ~ ~ qA ~! TE~~~- l GERALD J. SHEKLETSKI,ESQ.414 BRIDGE ST., NEW PLEASE USE ORIGINAL FORM O CUMBERLAND PA 17070 NLY i._._ Side 1 15056101,40 15D5610140 J REV-1500 EX 1505610240 Decedent's Social Security Number Decedent's Name: JAMES A STERNER RECAPITULATION 1. Real Estate (Schedule A) ..................... . . . . . . . . . . .. 1. • 2. Stocks and Bonds (Schedule B) ............................ . . 9 0 9 0 2 • $ 4 2. 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. 1 0 0 0 5 3 • 5 2 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ... 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .... 6. • (Schedule G) ~ Separate Billing Requested ... .... 7. 8. Total Gross Assets (total Lines 1 through 7) ................ . . 8 1 9 0 9 5 6 ..... .... . , 3 6 9. Funeral Expenses and Administrative Costs (Schedule H) ......... . ... 9. 1 6 2 0 3 . 4 7 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) .......... .. . 10. 11. Total Deductions (total Lines 9 and 10) ............................ ... 11. ], 6 2 0 3 • 4 7 12. Net Value of Estate (Line 8 minus Line 11) ......... ................ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ...1z. 1 ~ 4 ~ 5 2 . 8 9 an election to tax has not been made (Schedule J) .................. 13. .. . , 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... ~ 1a 1 7 ~ ...... TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ... . 4 7 5 2. 8 9 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.0 0 Q 0 15 16. Amount of Line 14 taxable . 0 • 0 0 at lineal rate X .0 D 0 0 17. Amount of Line 14 taxable 16. 0 0 0 at sibling rate x .12 1 7 4 7 5 2 8 9 17 2 0 9 18. Amount of Line 14 taxable . 7 0. 3 ,5 at collateral rate X .15 0 0 0 18 0. 0 0 19. TAX DUE . ................................................ ..19. 2 0 9 7 0• 3 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 1505610240 1505610240 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 1 L 0 9 4 6 DECEDENT'S NAME JAMES A• STERNER --- STREETADDRESS - __ 525 POPLAR CHURCH ROAD _ _ _ CITY - _ _ _ _ __ _ __ - _ --- WORMLEYSBURG srarE ziP PA ;1,7043 Tax Payments and Credits: ~~ Tax Due (Page 2, Line 19) 2. CreditslPayments (1) 2 0, 9 7 0. 3 5 A. Prior Payments B. Discount 3. Interest Total Credits (A + g) (2) 0 • 0 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, 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) 20, 970.35 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 ..... ^ 0 . receive the promise for life of either payments, benefits or care? ............................. .. X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ... without receiving adequate consideration? ............................................................................. 3 D " ^ ^ X ..... . id decedent own an in trust for" orpayable-upon-death bank account or security at his or her death? .... ..... ^ .. 0 4. Did decedent own an individual retirement account, annuity or other non-probate property, which ... contains a beneficiary designation? ............................................................................................. ..... ^ 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. 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 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, unde 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) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT tJrHlt Uh JAMES A• STERNER ITEM NUMBER 1. SCHEDULE B STOCKS & BONDS FILE NUMBER 21 11 0946 All property jointlyowned with right of survivorship must be disclosed on Schedule F. DESCRIPTION VALUE AT DATE 532 SHARES IBM COMMON STOCK OF DEATH 08/26/2011, CLOSING PRICE - $172.62 90,902.84 08/29/2011 CLOSING PRICE - $169.12 $172.62 + $169.12 = $341.74/2 = $170.87 X 532 = A STATEMENT SHOWING THE TOTAL SHARES TRANSFERRED TO PATRICIA STERNER IS ATTACHED. TOTAL (Also enter on line 2, Recapitulation) $ 9 Q , 9 0 2 • 8 4 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ t~ 1.10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY w~n~cvr': JAMES A._ STERNER FILE NUMBER: ITEM NUMBER 1. ~ncwae the proceeds of litigation and the date the proceeds were received by the estate. u All property jointly owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION VALUE AT DATE BM PERSONAL PENSION PLAN ACCOUNT NUMBER DB724265-001 OF DEATH 100,053.52 TOTAL (Also enter on Line 5, Recapitulation) $ If more space is needed, insert additional sheets of paper of the same size 100..,053.52 REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JAMES A• STERNER ITEM NUMBER A. 1. B. FUNERALEXPENSES: 2 3. 4 5 6 8• 9• 10• 11• TOTAL (Also enter on Line 9, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. SCHEDULE H FUNERALEXPENSES AND ADMINISTRATIVE COSTS Decedent's debts must be reported on Schedule 1. DESCRIPTION FILE NUMBER 21 11 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Zlp Year(s) Commission Paid: AttomeyFees: GERALD J • SHEKLETSKI, ESQ Family Exemption: (I(decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address Clty State ZIP _ Relationship of Claimant to Decedent Probate Fees: Accountant Fees: TaxRetumPreparerFees: KELLY FINANCIAL SERVICES, INC • - PREPARE 2010 AND 2011 FEDERAL INCOME TAX RETURNS COMPUTERSHARE - SAFECO BOND REQUIRED TO REDEEM LOST IBM STOCK CERTIFICATES 2011 FEDERAL INCOME TAX 2010 FEDERAL INCOME TAX ADDITIONAL PROBATE FEE FILING FEES - SUPPLEMENTAL INVENTORY AND SUPPLEMENTAL INHERITANCE TAX RETURN 946 AMOUNT 2,000.00 559.00 684.47 453.00 12,427-DO so.DO 30•DD 1,6,203.47 REV-1513 EX+ tp1.10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF; JAMES A • STERNER FILE NUMBER: 21 11 0946 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I. TAXABLE DISTRIBUTIONS [Include outri ht spousal distributions and transfers under Do Not List Trustee(s) OF ESTATE Sec. 9116 (a) (1.2).J 1. PATRICIA STERNER 23 WEST 3RD ST•, APARTMENT 20 Sibling 174,752.89 WILLIAMSPORT, PA 1771 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET If more space is needed, use additional sheets of paper of the same size. . . ---- ~~ r ~~ ~~~ ,~ . ...~ ~~~~ . . ~~ ~~ . . .~ 012910 I~~~Ilt~titllll~~~~ll'~'I"1~~1'l~'lll'll~l~tllltrltlllltlltll'll PATRICIA STERNER 230 WEST THIRD ST APT 20 WILLIAMSPORT PA 17701 ~omputershare Computershare Trust Company, N.A. PO Box 43078 Providence, RI 02940-3078 Within USA, US territories >7 Canada 888 IBM 6700 Outside USA, US territories fr Canada 781 575 2727 ibm@computershare.com www.ibm.co~nvestor (Go Oo Stockholder Services and than Registered Stockholder Access} Irdemational Blnkresa Machines Corporation ia)ncolporated order the laws of the State of NY. Holder Account Number 00009020276 Comparty ID IBM fnterriatiorta~8~l~~ri s,~~e~~~t~~;Cor~~iC~iti~~-'~ Direcf:~eglsfratlon (DRS}IA~vice~~ ~ ~:~• v ~ ~t ~= ~ , .. F . _.. ~ ~ ..,,< .. . Transaction(s) _ Date I Transaction Description I Totai I CUSIP I Class SharesNnits Description 09 Feb 2012 Transfer 532.000 459200101 Common Stock Account Information; Date: 09 Feb 2012 (Excludes tra ti nsac ons pending settlement) Current Current Dividend Direct Total Shares/ Pnce Value Reinvestment Registration Per Share (S) CUSIP Class Balance Balance Units Description 0.000 532.00 532.000 193.130000 102,745.16 459200101 Common Stock Tnk ~~ ~ IMPORTANT INFORMATION -RETAIN FOR YOUR RECORDS. you recall of yr anere trereacyon in You aaara an the books d rare yetsn. Thk advice k neitlrer a ~a b the rodpient A elgl/d he kept vdyl Your krportant doctanents ea i record of Y~ ~wTler9111p ~ these shares. No ac0ols~Y~ D'~ n reQoir~sd n°9°oeWa irnt race a severity, and daliuay dR does not d itseM mnkx any haw proossa~ed ~Ihal we report the cori bask of carfaln shaas aegrdrod aRw Jaramry 1. ZOtt. Y you shores wren covered by the !eghlatbn end you haw sokt a transkrrsd tlw shams and requested a specAlc wet bas4 caladatbn rneUtod, we regrrasMd, y You dd not specYy a cost tmsk caln4tion rrptltod, we haw defauked b the Ant In. Arst ou (FIFO) method. pleas vkY ou wehaite a wmrYt your tart advkor Y yw need addieanl nbmratbn about wet bask. Upon regrasL the Carrpary wW hankA to any sharehddw, witlaul chgge a iuli atatwrtera d the dselprretlonq dghn (kKhdkrO dyhk order series aud,adzed b be inured, end the autMrity of the Board d Oiredon b divide yre shares into series and b determine and ~ s ~'~ ~~~' if any). preferences and Amwyons of the share or each Gass and Assek ue not ~^ge . txeferentes and limitasarro of doss a series. deposik d ~omDuknhare and aro nd insured the Federal ~ try Deposit Insuarre Crxporeyar, the Secvities Imesbr Profecyaf CarporaGOn, a arty other federal a stale agerrry. N you do not keep in contact with ua a do not have any adivily In your aceoud for yw yore pedoda spedtied by shM IaK your propwty mould bseaM wbyad b stab undakned properly lotto and transhrred to tfr approplale state. ® 40UDR I B M OOHSAA (Rev v„ 1 Please see Important PRNACY NOTICE on reverse stda of statement '~ 001 CSO(103.f).MIX_3313/OI2911p0161150 Hi, ferry Sign Out N~!p Previttw Mail wl Y! ~rooibar _ _. i __ _ __ __ Search HOME INVESTING NEWS PERSONAL fiNANCE MY PORTFOLIOS EXCLU5iVES Get Quotes V'Jed, f~pr 4, 2012, 2:22pm EDT - Dow 11.09% Nasdaq 11.74% ETRAF3E `'~d° I B M STAf~'T ~ Internation(a~l Business Machines Corp. (IBM)- NYSE. 20 5 ^ 9 V ~. 3.54 (1.69%) 2:21 PM EDT -Nasdaq Real Time Price Add to P Historical Prices Set Date Range Start Date: Aug 26 End Date: Aug 2g ~:v:~ Daily 2011 Eg. Jan 1, 2010 +; _ ;~ Weekly 2011 ~:_:~ Monthly _ Dividends Only Get Prices Get Historical Prices for: __~ First ~ Previous ~ Next ~ Last Prices _....__, Date Open High Low Close Volume Adj Close' Aug 29, 2011 170.58 172.72 170.36 172.62 5,293,400 171.26 Aug 26, 2011 164.85 169.33 163.28 169.14 6,438,200 167.81 " Close price adjusted for dividends and splits. First ~ Previous ~ Next ~ Last ~'~ Download to Spreadsheet Currency in USD. i B M P E R S 0 NA, L PENS 10 N PLAN ~ ~~~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~~ ~~~~) ~~~~~ ~~~~~~ ~~~~~ ~~~~ ~ ~~~~ ~~~~~ ~~~~ ~~~~ '~ Payment Type« Lump Sum or Mandatory Cashout F un din g Bre ak do uvn ' `( ' CheckaVumberc 00220791104 BENEFiTADJUSTMENT $1,955 33 ~ Check Date! February 8, 2012 CORE TRUST . , $t23,Tt T.57 ESTA?EAF JAMES"A STERNER' 4[restlcr~s~ Pfeasa call l-800'-796-8876 ` N - : [~sdrrPtiort f.; '• ~ t t .~ ! ; ~` . Currert~ a ~, Yearao Date ~ ; dS ' ~ Descriptlorl~ •:' Current'- : ~ ~ Year tQ Dat ; S 6AYMENT G~t ~ ~ ~ -~ ~,# ~125,066,9~ 3 .; . X125,066 90° -_' ~ ', . TA?~; FED' i; i _ 29 ' ~ ~: TAXABtE:~>++ ~~ ~ i ~. :~~ . ~ $125,068.90,x' ' $.1$B,05t3: , . $ ,013,38 $25,013,38 (~ ~ , t s ~ ~_ ~ ~ { ~ NET PAYMENT( •~' Y i $100,053 52 $100 053.62` y Q ~ >1 ~ ~. . 1a g~ ~~ii'~a ~~=.~T-~ rt y! _ ~i-~ {t..~, ,. ~ ~5~~~ ~°°i F~~~ of ~ .." : `4' ~ . t q ~ t t t ~' f ~ _ . z r i t ~: e~ . r ~ ~ ~ , ~ 4 ~ ~ ` _ r~ ~ 3 r a~ i e f ~ - t 3 { ~ 9 ' l j r 1 a- ~ . a ~ t x 1 -t ~ r _ , ~' ~~ ~ _ S _, ' ~ ` :Y ~. ~ ~ . ~ ..f ~ , ~ tt f tt r: g ~ xS t ~ A J i( i ~' ~ '1 f 1 K r f p f- Q t i ,,, 1 ~ r ~ ' , ~~ ~t r , ~ '~ ~ ~ 1 F. ~ f ' ~~t~ • ~~ E .~ ; j . 7 3 ~. pr ! ~ F _ 5 ~ ~ ~ s ; ` t ~ } ~ } ' 1 5 ~ ,_ ~ 1 4 L 1 ~ t _~{ i:~ y ° ' s F ? $ R 4 r i~ 4 A- ~ 1 ~ B ~- : ~ t f Y ~ ( ~ ~ ~ J ~ °` } ~ t .S a, ~a( i 1 ~~~ '~ ~ a i ~ r ~ ~ k` - ~ } ~`, .` t Oidtyou ~pwr tflat yotrcan now vl ~ d i ~~ in ~a ; ` ~ z .t ~ ' ~ F .r ]] ev, an u pdate.yourper s(onpaymer~intorm payjrten~hist r ~ h dt e ' anon onllne2 Go.to (netbenefits.fldelitKcom) [rs view your nsio ~ < o y c ange r ctdeposit eleotionsavd change federaE and state ff i a ` withholding; where allowed by law ~ Thia service is n , ~ n t il bl a elnate p yaeaunder oDRQ arrangementsorsurviving spousesand benehc . o (ariesreceiving paymentsi ava a e tai ~ ' ~ , ~ ' C' t ~ i ~ J - 1 ` r 5 ~ ~~ ~ ' ~ a~ i F ~ ~ ° ~ .. ~ ~ ~~ ~ t ~ ~ - _ ~ { _ ~ _ - . ' i k _ .. F ~~ (1 7 r . "OLD, CREASE AND TEAgHEgE 70 aEMO.E ' iECK . ~ ~ " ~ ~ ~ ~. `_.,.~.A i •* r ~ ; 4 i F f ~~ ~~; ~ ~ ~ ~ ~~ . 8Z-~'4 :.. ~ _ ~~ "~ ~~ ~ j , ~ i ~ Eidetit'y. Vl~or[cplace Services LLG~ ~ ~ 31 t - ~ i ~:- ~ 4 S, ~ - CheckNumbe~, ~`~~~~cc~un~Num6er~.,~ '~~~~ ~ ~_ r ~ ~ ~ ~ Qate of Chesty ,' .: 00220791104-~ r t ~' ' %D8T24265-0Ui , r ;~ Feb 08, 2012E ' a $~''" f Of},053 52 Pay[ to tho:~tdal oh::~. r," ?^ ;-~ :. -~ ~ .~ ~ ~.. ! ~ ° : ~No! vaitd aftet+ ? ZO days ESTATE: OFu~'JAMES~ ~ S'TERNEA.~ _ ~' r PATRICK a STERNE ' ' ~ . ~,, ~~ ~,~ R' EXEC'" Deutsche Bank Trust Com 23t~k ~,r, - ~ panyDeiaware 4P•'~ ZQ~' z •~;- i ~ ~ . raILLIAMSPORT,=° PA ; 177Q1~`~~~ ~ ~~1 ~~ ~ ~~ ,g ,~ _ __ it'0 2 20 79 Z 104t~~ t_:0 3 L L00 3BOt: 00 5 2969 2~t'