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Home My WebLink About09-26-121505610105 REV-1500°`~~"'~'V PA Departmevrt d Revenue Pa~'~~ BUreaU dLWNWualraxes INHERITANCE TAX RETURN Po Box sBDSOt Narrtsbur0. PA i9n9-o5o1 REBIDENT DECEDENT Sodal Security Numtier Date d Daeth AIAODYYYY 193-12-9612 ~_ _~ 109/21/2011 _ __ Decedent's Last Name Surtbc .---------...___..._....._._ ~~._... 1 ~-._..----~ ~5human ~ _~~~ ! my (M npplreablapEntar BurNYMp Spouaek IMOmraeon Bebw Spouse's l.Mt Name Sutra Spouse's Social Security Number oFFlCgL II6E oraY Carry Cade Yev RIe NlArl6er a~ bete d Binh MFODYYYY - ;03/29/1922 --~ - --~ . Decedent's Flrst Name _ MI I I- _, ', William Y_m. __^_T-. _.__ ~ R 9pouse's Fhst Name MI ~T 1 I~ ~_.~_ L.~ _ _....... _._ _., THIS RETURN MUST BE FLED N1 DUPLICATE YYfIH THE ;__ ~ REGISTER OF WILLS Fa.L 9i APPROPRULTE OYALS BELOW ~ m. 1. OripMel RaWm - O 2. SUppNmamal Return O 3. Remainder ReLm (Date d Deatlr Prior to 12-13-02) O 4. Lenited Estate O 4a. Future Interest Compromiae (tlate d O 5. Federal Estate lax Realm Required death eRer 72-72$2) O 6. Decedent Dietl Testate O 7. Decedent Mdmaiired a thing TmN ~ 8. Total Number d Safe DeposA Baxes (Attadt Copy d Will) (AtLM Copy d Trust) O 9. Liflgatlon Proceeds Received O 70. Spousal Poverty Credit (Date d Deelh O 71. Eledbn b Tax. under Sec. 9113(A) Between 7231-97 antl 1-1-85) (Atgch Schedukr O) CORRESPONDENT- TIDE 8EC710N MUST BE COAPLEr®. ALL CORRESPONDENCE AND CONFlDENTIAL TA7I INFORIIIDION BNOULD 9E dREI:TFD T0: Name ..____.._......._.._.___~ ........_._ .._. _._._....__.-. ~_ Daytlma Tebphone Number --. _____....._, r..._.._..-..~.__ ~_ :Bruce D. Foreman . I ; (717) 236-9391 REGISTER OF WN.L9 USE ONLY I~.> c. First Lme dAddress '~ i 112 Market Street ~ ; , , r''~ '~ _ _ ~ ~ Second Lkla ofAddreas _ . ____ __ .~~._.. __ _____ ___n _._..__~__ _ ~ ; ' D\ ! •~ ~ fi7 6th Floor ~ . , c ; , ~ _ ~ , -: err _~ _ _ CNy a Poet OFice State ._... ZIP Code RiED ~ _' -n Harrisburg PA 17101 -. IV ':: rTJ. ~ , . ---------W---' -°-' '----- --- -- .. - ... cr, CorrespondaM'a a•mafl adMreaa: brtlce~fFclaw.net DMw pareNea d pedury, l datlanarst I hav• exemaad mN Mum, lndudeg accamperryep edreAlr and etaeanerrta, erM m the brt dhry Imw.iadge ant belief, Rh tnxr, dxnct ant mrrrpkla. OedeMNrr d praparar dher ricer ab psreaul rsprawnatlva N based m ell Idambtlon dwMch PePeal' hu ary ggwlsdga. SRiNA RE ON RE FOR FILAiG REMiN ~ / /~~ 6 AD 260 Creek R mp Hill, PA 17011 31G O -R OTHER THAN REPRESENTATNE DA'fE / ~ Ze / ~- / / ADDRESS 112 Market Street, 6th.Floor, Harrisburg, PA 17101 / r Side 1 L 1505630105 1505610105 J 1505610205 REV-1500 EX (Fq Decedent's Social Security Number oeceaant~s Name: Williarn R. Shuman 193-12-9612 RECAPITULATION 1. Real Estate (Schedule A) ........................................... .. 1. 190,000.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. 9 9 ( ) ......................... Mort a es and Notes Receivable Schedule D 4. .. 2,874.97 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 503,840.77 6. Jointly Owned Properly (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 8. ( 9 ) ........................... Total Gross Assets total Lines 1 throw h 7 8. .. 696,715.74 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 3,680.$0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............. .. 10. 1,971.76 11. Total Deductions (total Lines 9 and 10) ............................... .. 11. 5,652.26 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 691,063.48 13. Charitable and GovemmeMal BequestsfSec 9113 Trusts for which 1 063 48 691 an election to tax has not been made (Schedule J) ...................... .. 3. , . 14. Net Value Sub)ect to Tax (Line 12 minus Line 13) ...................... .. 14. SAX 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~. 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 691,063.48 16. 31,097.86 17. Amount oT Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19 31,097.86 1s. TAX DUE ..................... _ ............................... ... . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 15~561~205 J REV-t 500 EX (FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME William R. Shuman _ _ STREET ADDRESS 2112 Orchard Road CITY STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest Total Credits (A+ B) (2) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. l4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 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 transfemed .................................................................................... ...... b. retain the right to designate who shall use the property transferred or its income ...................................... ...... ^ c. retain a reversionary interest .............................................................._.........................................,.............. ...... ^ d. receive the promise for life of either payments, benefits or care? ............................................................._ ....... ^ 2. If death occuned after Dec. 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 indhidual retirement account, annuity or other non-probate property, which contains a benefciary designation? ......................................................................._........................................ ....... ^ 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 Jan. 1, 1995, the taz rate imposed on the net value of transfers !o or for that 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 taz, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even it the surviving spouse is the only benefciary. 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 taz 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 defned, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. FAR`-:Si<E%+(i.]-C., , pennsylvania SCHEDULE A DErAFrwENT of nEVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER William R. Shuman 2011-01036 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defned as the pric=_ 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 an Schedule F. Attach a copy of the settlement sheet if the property has been sold. REM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 2112 Orchard Road, Lower Allen Township, Cumberland County, PA. AIK/A Tax Parcel ~ 190,000.00 13-23-0549-049 $190,D00.00 tax assessment times common level ratio of 1,0 equals $190,000.00. Transfer as per speck bequest to William Lee Shuman. TOTAL (Also enter on Line 1, Recapitulation.) I $ 190,000.00 If more space is needed, insert additional sheets of the same size. REV-1507 EX+ (6-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER William R. Shuman 2011-01036 All property jolntlyowned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same s¢e) REV-15o8 EX+ (uao) pennsytvania SCHEDULE E fil nE"""'"E"*oE"E°E"°E CASHr BANK DEPOSITS & MISC. I"HERIT"NCE T"x aEr°R" PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: William R. Shuman 2011-01036 Include the proceeds of litigation and the date the proceeds were received by the estate. All property joiMfy owned with right of survivorship must be disclosed on Schedule F. 1. Morgan Stanley Smith Barney Account 724-75474-12 145,603.86 Owned one-half. Market Value $145,603.86 divided by 2 equals $72,801.93 2. Morgan Stanley Smith Barney Account 724-11548-19 313,947.72 Owned one-third, Market Value $313,947.72 divided by 3 equals $104,649.24 3. 12008 Toyota 4 Runner Automob+le. Sold to Gaines Auto Sales I 19, 500.00 4, { PNC Account -Checking ~ 24,789.19 TOTAL (Also enter on Line 5, Recapitulation) § I 503,840.77 If more space is needed, use additional sheets of paper of the same size. REV-151] Ex+ (10-09) ~, pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF rue numnerc William R. Shuman 2011-01036 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Myers Funeral Home 589.00 B. ADMINISTRATIVE COSTS: I. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: 2. 3. a. 5. 6. ~. 8. s. State ZIP Attorney Fees: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address _ City __ State __ ZIP Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer fees: Advertising in Cumbedand Law Journal Advertising in Patriot News Deed Preparation, Recording and Notary 2,500.00 323.50 ~s.oo 193.00 TOTAL (Also enter on Cane 9, Recapitulation) I $ 3,680.50 if more space Ts needed, use additional sheets of paper of the same size. REV-ISIZ Ex+ lIZ-os, pennsylvania 1.~7 DEPAPTMENTOFREVENVf INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER William R. Shuman 2011-01036 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NIIMRFR DFSCRIPTrON OF DEATH 1 Phamerica Meds 2. Holy Spirit Hospital 3. Lawn care and snow removal a. Holy Spirit Hospital 5. Holy Spirit Hopsital 6. Sewer and trash 7. Holy Spirit Hospital 8. Pharmerica Meds s. Holy Spirit Hospital 10. Tax Preparation 11. Ambulance 395.19 42.50 500.00 90.10 22.10 361.85 9.35 19.25 55.25 351.75 124.42 TOTAL (Also enter on Line 10, Recapitulation) I S 1,971.76 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (OS-10) pennsylvania SCHEDULE OECARTM ENT OF REVENUE BENEFICIARIES INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: William R. Shuman 2011-01036 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Lfst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).) 1. V~Iliam L. Shuman Son Rest,residue 206 Creek Road remainder Camp Hill, PA 17011 2. Lorraine C. Hughes Daughter 1/2ofSmithBarney 11 Creek Road Account7247547442 Camp Hill, PA 17011 Equaling $156,873.86 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 CO'/ER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELEC~[ON TO TAX IS NOT TAKEN: 1. 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. f If more space is needed, use additional sheets of paper of the same size. t `Y~ ~5 ~' ~ . ~( ~~ ~ ~~ ~.`~ c^J t c,. ~i w J1 ~ ~, ~~ ut r~1 '~ u~ ~, s k ~ ~"` w 0 !-'~1 oy, N ,._. ('C Sul- X ?SS _, ~:; a -~O O ~ w ~ ~aa~ ti ~~ n c~ 3~ a o~ ~ v ~ ~ ~ r> ' US N~° o '~v rn Q r ~. rl W e ~ ~ s h m .~z~+ yi t', N C O P, z ~ o ~U~ ~~N ~~~ oU~ ~ ¢ . .~ Uv ~ ~ ~ ~ ~ U ~ O a ~ ~ ~ U ~ U