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Home My WebLink About07-30-12J ' 1,50561,1,1,80 REV-1500 EX (02-11) (FI) pennsylvania OFFICIAL USE ONLY PA Department of Revenue DEPARTMENT OF REVENUE County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~ ~ i ~ ~ ~~ Harrisburg, PA 1712s-osol RESIDENT DECEDENT 1 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1,85-38-31,70 1,020201,1, 061,71,958 Decedent's Last Name Suffix Decedent's First Name MI STONE DENNIS W (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 REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 0 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (Date of Death Prior to 12-13-82) 4. Limited Estate 0 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) 0 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (Date of Death ® 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G . PREY 71,72485838[7 ~' c REGISTER ~LS USE ~NLY First Line of Address 5 S. HANOVER ST. Second Line of Address City or Post Office CARLISLE State ZIP Code PA 17010 aT ~,. C ~? - --- (""' r ~, ; W ~ ~ . C ~7 C'3 C"~ "D C~ .~.., D _ "' ~" w 4 DATE FILED Correspondent'se-mail address: RFREYa1FREYTILEY . CONI .~ ;-- ~'~ _ "~`L? r , ~ `_~,' _; ~ ~ ti., r ~,°; '-,: `a r~r~ O Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and com lete. Declaration of re arer other than the ersonal re resentative is based on all information of which re arer has an knowled e. TURE OF PERSO NSIBLE FOR FILING RETURN DA tl ADDRESS SIGNATURE O THAN I~PRESENTATIVE DATE ADDRESS 5 SOUTH HANOVER STREET, CA' ISLE ~ PA 1,701,3 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505611180 1505611180 1 i~ , 1505611280 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: DENNIS W STONE 185-38-3170 RECAPITULATION 1. Real Estate (Schedule A) ......................................... 1. 6 5 0 0 0. 0 0 2. Stocks and Bonds (Schedule B) . . .................................. 2. L 4 5 819.0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ........ . ............ . .. 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .... 5. 13 91, 2 . 0 O 6. Jointly Owned Property (Schedule F) ®Separate Billing Requested ....... 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ....... 7. 0 . D 0 8. Total Gross Assets (total Lines 1 through 7) .......................... 8. 2 2 4 7 3 L . O 0 9. Funeral Expenses and Administrative Costs (Schedule H) ................ 9. 1, 2 8 9 5 . O 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ 10. 119 9 . 0 0 11. Total Deductions (total Lines 9 and 10) ............................. 11. L 4 O 9 4 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) ............... . ........... 12. 21 O 6 3 7 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. 21, 0 6 3 7 . 0 0 TAX CALCULATION -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 .0 0 15. O. 0 0 16. Amount of Line 14 taxable at lineal rate X .0 4 5 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X. 1, 2 210 6 3 7. 0 0 1 ~. 2 5 2 7 6. 4 4 18. Amount of Line 14 taxable at collateral rate X . 1, 5 18. 0 . 0 D 19. TAX DUE ............... .... ................................... 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 25276.44 L 1505611280 1505611280 REV-1500 EX (FI) Page 3 File Number 185-38-3170 Decedent's Complete Address: 21-11-1227 DECEDENT'S NAME DENNIS W STONE STREET ADDRESS 1642 PINE ROAD CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1) Total Credits (A + B) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in 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. (3) (4) (5) 25276.44 0.00 0.00 25276.44 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 .......................................... ^ ^X c. retain a reversionary interest ............................................. ........................................................................... ^ ^X d. receive the promise for life of either payments, benefits or care? .................................................................. ^ ^X 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..........................................................................................~............... ^ 0 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 beneficiary designation? ..................................................... ^X ^ 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 far the use of the surviving spouse is 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)]. 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(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. REV-1502 EX+'(01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: DENNIS W STONE 21-11-1227 All real property owned solely 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 buy 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. If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BON DS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER DENNIS W STONE 21-11-1227 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Mutual Funds held through Orrstown Financial Advisors. Statement Attached 145,819 TOTAL (Also enter on line 2, Recapitulation)~$ 145,819 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ ('11-10) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: DENNIS W STONE 21-11-1227 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-OJ) SCHEDULE G pennsylvania INTER-VIVOS TRANSFERS & DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER DENNIS W STONE 21-11-1227 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY fNCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (~FAPPLICABLE) TAXABLE VALUE 1. CB&T Custodial IRA account. Statement attached 7,566 100.00% 7,566 Not taxable due to decedent being less than 59 1 /2 years of age I TOTAL (Also enter on Line 7, Recapitulation) $ If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(~0-09) SCHEDULE H pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DENNIS W STONE 21-11-1227 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 7,679 2. Carlisle Memorial Services 254 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4, 5. 6. 7. City Year(s) Commission Paid: State ZIP Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Expenses in connection with real estate held for sale 8. TOTAL (Also enter on Line 9, Recapitulation) ~ $ If more space is needed, use additional sheets of paper of the same size. ZIP 1,000 354 50 3,558 12 REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE) DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER DENNIS W STONE 21-11-1227 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: DENNIS W STONE 21-11-1227 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] CHARLOTTE STONE 1 441 WOLF'S BRIDGE ROAD, CARLISLE, PA 17013 MOTHER Remainder, less real estate 2 JOY NARGI 14 MONORE STREET, BRANFORD, CT 06405 SISTER 1/6 of real estate 3. DEBBIE ULSH 1622 PINE ROAD, CARLISLE, PA 17015 SISTER 1/6 of real estate 4. ANGELA BOOK 24 E COUNTRYSIDE DRIVE, BOILING SPRINGS, PA 17007 SISTER 1/6 of real estate 5~ SHERRIE CAMPBELL 10 EAST PENNSYLVANIA AVE, MT. UNION, PA 17066 SISTER 1/6 of real estate LESTER STONE 6. 129 SUNCREST RD, CHERRYVILLE, NC 28021 BROTHER 1/6 of real estate 7 TAMMY DUNCAN ~ 1620 PINE ROAD, CARLISLE, PA 17015 SISTER 1/6 of real estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHE ET, AS APPROPRIATE. ~~ NON-TAXABLE DISTRIBUTIONS Ae 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 additional sheets of paper of the same size. Real Estate Expenses PPL gg PPL 19 PPL 11 PPL 11 Mabel Stitt, tax collector 321 Gas for lawn mower 20 Koppenhaver Appraisals 375 PPL 11 Gas for lawn mower 18 Gas for lawn mower 17 PPL 11 Mabel Stitt, tax collector 1,775 PPL 11 State Farm, hazzard insurance 862 Total Real Estate expenses 3,558