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HomeMy WebLinkAbout10-04-12 (2)1505611180 ---~ REV-1500 Ex (n2-,„(FI) Pennsylvania OFI=ICIAL USE ONLY PA Department of Revenue oevna.raex. o. aEwr,ur County Code Year File Number Bureau of Individual saxes INHERITANCE TAX RETURN PO BOX 280801 1 ^' Harrisburb, PA 17128-0601 RESIDENT DECEDENT ~ ~ ~ ~. ©~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYV 09272011 08141916 Decedent's Last Name Suffix Decedent's First IVame MI STITELER RUTH E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE BOXES BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS © 1. Original Return Q 2. Supplemental Return Q 3. Remainder Retum (Date of Death Prior to 12-13-82) Q 4. Limited Estate Q 4a. Future Interest Compromise (date of ~ 8. Federel Estate Tax Return Required death after 12-12-82) 0 6. Decetlent Died Testate 0 7. Decedent Maintained a Living Trust 8- Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Q 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION NUS7 BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TA% INFORMATION SHOULD BE DIRECTED T0: Name Da)rtime Telephone Number RAYMOND H STITELER, EXECU 717-385-8069 First Line of Address 901 FORBES ROAD Secontl Line of Address City or Post Office State ZIP Code CARLISLE PA 17013 Correspondent'se-mail address: DSCP REGISTER OF WILLS USEtOtlLY ca O YV 0 T t^. ~ -t ; " ~ ~ I a v~ .r - ~~~.- C i ~ ; 17 S r - OC ~ , - ILED _ .. t ~ 4~ penalties of perjury, I deGdre that I have examined this return, inclutling accompanying schedules and statements, and to the best of my MUVRCJJ 3804 LAMP POST LANE, CAMP HIL SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 7011 O rn Q r T, rn AUURE55 -- PLEASE USE ORIGINAL FORM ONLY Side 1 1505611180 1505611180 J 1$0$611280 REV-1500 EX (FI) Decedent's Social Security Number oecedenPS Name: RUTH E STITELER 174-D9-2668 RECAPITULATION 1. Real Estate (Schedule A) ....................................... .. 1. I] . ~ ~ 2. Stocks and Bonds (Schedule B) .................................. .. 2. ~ . ~ ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .. 3. N 0 ~i E 4. Mortgages and Notes Receivable (Schedule D) ...................... .. 4. N 0 M E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .. .. 5. 12$71 . ~~ 6. Jointly Owned Prgperty (Schedule F) Separate Billing Requested ..... .. 6. NONE 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ..... .. 7. 2917 4 0 . O D 8. Total Gross Assets (total Lines 1 throuch 7) 8 3 ~ 4 311.0 0 9. Funeral Expenses and Administrative Costs (Schedule H) .............. .. 9. 9 4 9 8 . ~ 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... . 10. 3 5 ~ 3 2 . ~ ~ 11. Total Deductions (total Lines 9 and 10) ............................ . 11. 4 4530.00 12. Net Value of Estdte(LineBminus Line l1) .......................... . 12. 2$9781. ~~ 13. Charitable and Gdvernmental Bequests/Sec 9113 Trusts for which an election to tax bas not been made (Schedule J) .................... .. 13. ~ . D 0 14. Net Value Subieclt to Tax (Line 12 minus Line 131 14 2 $ 9 7 81.0 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. ~. ~ 0 16. Amount of Line 14 taxable at linealratex.o 4_5 2$9781.00 1s. 11690.1$ 17. Amount of Line 14 taxable at sibling rat@ X # # # 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X # # # 18. 0 . 0 0 19. TAX DUE ...................................................... . 19. 1169.1$ 20. FILL IN THE BOX'IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 L 1$0$611280 :L$O$61128O J REV-1500 EX (FI) Page 3 File Numher 174-D9-266$ Decedent's Complete Address: DECEDENTS NAME RUTH E STITELER STREET ADDRESS 1832 RIDGEVIEW DRIVE CITY STATE ZIP CARLISLE P,4 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1) 11690.15 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) 0.00 (5) 11690.15 Make check payable to: REGISTER OF WILLS, AGENT ' i f i.~,i>::i, .a ii, , ... 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 reversion8ry interest ........................._....................................................._.........._...................... ....., ^ d. receive the promise for life of either payments, benefits or care? ............................................................. ..... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receivin aded(uate consideration? .................................................................................................... 9 ...... ^ 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 iindividual retirement acwunt, annuity or other non-probate property, whioh contains a beneficiary 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 tax rate imposed on the net value of transfers to or for the u:~,e 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 nefvalue 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 pf 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 ivalue 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, 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 ATE OF: All real property owned solgly or as a tenant in common must be reportetl at fair market value. Fair market. value is tlefned 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 [hat Ia Joindyowned with right of survivorship moat be dlacloaerl on Schetlule F. ITEM Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. OF DEATH DESCRIPTION TOTAL (Also enter on Line 1 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX+ p.1 t ) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM 1 TOTAL (Also enter on Line 2, Recapitulation) $ If more space is needed, insert additional sheets of the same size - _.. I _. _. -_. VALUE AT 0 REV-, 508EXa(11-,D> SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, 8r MISC. DEPARTMENT OF REVENUE PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: 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. 1 Cash from Checking Accounts 10,071 2 Household goods, personal goods and misc property 2,500 TOTAL (Also enter on line 5, Recapitulation) $ I 12,571 If more space is needed, use additional sheets of paper of the same size. REV-1510 EXi (08-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY This schetlule must be completetl and fled if the answer to any of questions 1 through 4 on pags~ three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCWDE THE NAME OF 7ME TRANSFEREE. THEIR REL4TIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHALOPY OF THE GEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION uFaPVUUeLeI TAXABLE VALUE 1. The Stiteler Family PROperty Trust 125,000 100.00% 125,000 (sole property is thrr decedent's residence) 0 2. The Stiteler Family Irrevocable Grantors Trust 166,740 100.00% 166,740 (prop consists of a CD, a life ins/annuity policy, and 2 IRAs) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOTAL (Also enter on Line 7 Recapitulation) $ 291 740 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ca r A i e ~r FILE NUMBER Ruth E Stiteler Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXFhENSES: 1. Burial Services 8,806 2. Post Burial Dinner 445 B. i ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) bf Personal Representative(s) Street Address city Vear(s) Commission Paid: Z. Atlomey Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address Ciry State Relationship of Claimant to Decedent 4. 5. 6. 7. 8. 9. Probate Fees: Accountant Fees: Tax Retum Preparer Fees Notice Costs Fees State ZIP ZIP TOTAL (Also enter on Line 9, Re If more space is needed, use additional sheets of paper of the same size. 11 222 14 ' REV-1512 EXt rye-OB) Pennsylvania SCHEDULE I DEPoiRTMENTOF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES 8 LIENS ESTATE OF FILE NUMBER Ruth E Stiteler Report debts into d by the decedent prior to death that remained unpaid at the date of death, Including unreimbureed medical expenses. ITEM ', VALUE AT DATE NUMBER ' DESCRIPTION OF DEATH 1. Pharmacy 14 2. Autolnsurance', 18 3. House Repair -(Roof, contractor payable 10,000 4. House Addition ~i Sun Room, contractor payable 25,000 ill I~ I III li iii it it i I II ill ~' TOTAL (Also enter on Line 19, Recapitulation) E 35,032 If more space is neetled insen additional sheets of the same size