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Home My WebLink About10-01-12 (2)15056107,40 REV-1500 EX (°'-'°' PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO sox 2sosol INHERITANCE TAX RETURN Harrisburg PA 17128-0601 RESIDENT DECEDENT ~. ~ ~ ~ ~ O ~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Dete Of Death MMDDYYYY Date of Birth MMDDYYYY 1 9 5 2 8 0 8 0 3 0 1 0 6 2 0 1 2 1 2 0 2 1 9 3 2 Decedent's Last Name Suffuc Decedent's First Name MI S T A R E J O Y C E E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number MI THIS RETURN MUST BE FILED IN DWPLICATE WITH THE REGISTER OF WILLS ~ f ~ f tft,4 r ' FILL INAPPROPRIATE OVALS BELOW - ~.~ . ® 1.Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) ^ 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death ^ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number J A N L B R O W N 7 1 7 5 4 1 5 5~ REGIL ILLS E ONI~ -.1 ~ ~ r' I i First line of address f g ~U' =" ='x C7~ - n> J A N L B R O W N & A S S O C I A T E S ; ~ ~g- ~ .- ~ ~ _ Sewnd line of address ~ :. ~ ~ 8 4 5 S I R T H O M A S C T S T E 1 2 . r°~ Ci P t Offi State ZIP Code DATE FILED ty or os ce H A R R I S B U R G P A 1 7 1 0 9 Correspondent's email address: BRENDAJLB@VERIZON.NET Under penaltlea of per)ury, I declare that I have examined this return, including accompanying schedules and statements, and to the beat of my knowledge and belief, it is We, correct and complete. Declaration of preperer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONS1Hi,E FOR FILING RETURN D6rTE i 64 SEDGW~Y'~: DR ~, _ EAST BERLIN PA 1'7 SIGNATURE OF PARER R T fj,EPRESENTATNE DATE 845 SI~'OHOMAS CT STE 12 HARRISBURG PA 17109 PLEASE USE ORIGINAL FORM ONLY Side 1 150561014D 1505610140 ~~ J 1505610240 REV-1500 EX Decedent's Social Security Number Decedents Name: JOYCE E• STARE 1 9 5 2 8 0 8 0 3 RECAPITULATION 1. ..................................... Real Estate (Schedule A) ...... 1 2. Stocks and Bonds (Schedule B) ................................ ...... 2• 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .................... ...... 4. 8 6 7 5 . 0 0 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E). ...... 5. 8. Jointly Owned Property (Schedule F) ^ Separate Billing Requested . ...... 6. 4 9 3 9. 0 8 7. Inter-Vivos Transfers & Miscellaneous N~Probate Property arate Billin (Schedule G) Se Re uested 7 . p g q ...... . 8. Total Gross Assets (total Lines 1 through 7) ..................... ...... 8. 1 3 6 1 4 . 0 8 9. Funeral Expenses and Administrative Costs (Schedule H) ............ ...... 9• 7 0 4 7 • 7 4 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ....... ...... 10. 9 7 . 4 6 11. Total Deductions (total Lines 9 and 10) ......................... ...... 11. 7 1 4 5. 2 0 12. Net Value of Estate (Line 8 minus Line 11) ...................... ...... 12. 6 4 6 8 . 8 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................ ...... 13. 14. Net Value SubJect to Tax (Line 12 minus Line 13) ................ ...... 14. 6 4 6 8 . 8 8 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at lineal rate X .0 _ 0. 0 0 16. 0. 0 0 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 6 4 6 8. 8 8 1 a. 9 7 0. 3 3 19. TAX DUE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9 7 0. 3 3 Side 2 L 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 0 0 DECEDENTS NAME JOYCE E. STARE _ STREET ADDRESS 1609 En lish Drive U er Allen Townshi CITY STATE ZIP Mechanicsbur PA 17055 Tax Payments and Credits: 1• Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments - B. Discount 3. Interest 4. If Llne 2 is greater than Llne 1 +Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Psge 2, Line 20 to roquest a refund. (1) 970.33 Total Credits (A + B) (2) 0.00 (3) (4) 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. receive the promise for life of either payments, benefits or care7 ....................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ ^X 3. Did decedent own an'in trust for" or payable-upon~eath bank account or security at his or her death? ......... ^ Q 4. Did decedent own an individual retirement arx;ount, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ^ 0.00 REV-1508 EXt (11-10) Pennsylvania ~ SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. RESIDENNDECEDEN7TURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: JOYCE E. STARE 0 0 Indude the s of litigatbn and the date the proceeds were received by the estate. All property irdh owned wflh right of survhrorship must be dlecbsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2007 Saturn Aura XE Sedan 4D; VIN 1G8ZS57N37F235753; good condition 8,675.00 Valuation based upon Kelley Blue Book TOTAL (Also enter on Line 5, Recapitulation) ~ S If more space is needed, insert additional sheets of paper of the same size REV-7509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INNERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY•OWNED PROPERTY ESTATE OF: FILE NUMBER: JOYCE E. STARE 0 0 k an asset waa made jointly owned wkhin one year of the decedenPs date of death, k must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) A. B. C. ADDRESS 64 Sedgwick Drive East Berlin PA 17316 TO DECEDENT JOINTLY-OYYNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A. 1999 M&T Bank Checking 10304843 1,710.07 50. 855.04 2 A 1999 PSECU Savings S1 1,162.59 50. 581.30 3 A 1999 PSECU Vacation S2 1,114.81 50. 557.41 4 A 1999 PSECU Checking S4 714.45 50. 357.23 5 A 1999 PSECU Money Market S7 2,004.61 50. 1,002.31 6 A 1999 PSECU Certificate S53 3,171.58 50. 1,585.79 TOTAL (Also enter on Line 6, Recapitulation) I S 4 939 08 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JOYCE E. STARE 0 0 Decederk':debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Diehl Funeral Home 4,135.00 2 Paddletown Cemetery 1,000.00 3 Wrap N Go Florist LLC 373.12 4 Funeral luncheon 774.62 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address C~' State ZIP Year(s) Commission Paid: p, Attorney Fees: Jan L Brown & Associates 750.00 3. Famlly Exemption: (If decedenrs address is not the same as daimanPs, attach explanation.) Claimant Street Address CttY State ZIP Relationship of Claimant to Decedent 4• Probate Fees: 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. Register of Wills, Cumberland County; Inher Tax Return filing fee 15.00 TOTAL (Also enter on Line 9, Recapitulation) I i If more space is needed, use additional sheeb of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER JOYCE E. STARE 0 0 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 NUMBER DESCRIPTION OF DEATH Bank of America VISA •5433 TOTAL (Also enter on Line 10, Recapitulation) ~ ; 97.46 97.46 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: .InYCF F RTARF 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 llndude outnght s usel distributions and transfeB under Sec. 91 f6 (a~(1.2).J 1. Todd E Staub, nephew Collateral 6,468.88 64 Sedgwick Drive, East Berlin, PA 17316 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. 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. S Ir more space Is neeoeo, use additional sheets of paper of the same size. - ~ Kelley Blue Book Kelley Blue Book n,e Tntt:ted Resourte• Your Blue Boob Value 2007 Saturn Aura Style: xE Sedan 4D Mileage: 39723 Trade-In Value Excellent 59,275 Very Good S9,125 __ _..--- Good 58,675 Fair $7,650 Vehicle Highlights Page 1 of 2 MPG: Ciry 18/Hwy 28 i i Max Seating: 5 i Doors: 4 { Engine: V6, 3.5 Liter Drivetrain: FWD Transmission: Automatic EPA Class: Midsize Cars i Body Style: Sedan Country of Origin: United States ! Country of Assembly: United States Your Configured Options '.. our ixe-sektted options, based on typkal eaidpnlerit for this ar. __. __........... ^Optbns drat you added while conflgunng dus ar. Ergkre ',, BnkinB snd TratMon Entartalnmant and Instrumenptlon ',, V6, 3.5 Liner lYactlon Contrd ',, AM/FM Stereo ',, Tranemleelon ', AB$ (4WheN) ', MP3 (Sirgk Dist) Aulomatk ~ Comfort arM Convenlente ', OnStar Drivetrain Air CaWebMng ',, Safety and 9ecuriq FWD ! Power Windows Dual Ale Bags ',. ', Power Door Locks _ Side AU Bags ', ', Guise Contrd i Seab ~ee~~ Power Seat ', Power Steering '. '', TiK Wheel Glossary of Terms ...._ +{ Kelley Blue Book® Trade-In Valera - This is the amount you can nrpect to nxeNe when yw trade In ~ ~~ your ar to a dealer. This value is determirxd based on the slyk, tondhbn, maeage antl options Irgkaled. '; Kelley Blw Boak® Vrivab Parq Value - 7YN5 Ls the sfartlrg point for negotlatbn of a used<ar sale _ helween a private buyer and seller. This k an "as Is" value that does not Indude arty warranties. The final '', prke deperWs an the ac's acWal rnrMltlon and local market factors. http://www.kbb.com/saturn/aura/2007-saturn-aura/xe-sedan-4d/?vehicleid=84224&intent=... 9/21 /2012 ~a~, JOYCE E STARE TODD E STAUB 1609 ENGLISH DR MECHANICSBURG PA 17055 INTEREST EARNED FOR STATEMENT PERIOD 0.00 INTEREST PAID YEAR TO DATE 0.01 errnuuT CIIMMADV UNION DEPOSIT BEG N6 BALANCE S i OTHER ADDITIONS CHECKS PAID OTHER SUBTRACTIONS CU R N INTEREST PD ING BALANCE N0. AMOUNT N0. AMOUNT N0. AMOUNT 366.42 2 1,3 .81 1 11.16 0 0.00 0.01 1,710.08 Af rn11WT Af`T T\/TTY INC AT TRANSACTION ESCR PTION S, ER S O HER ADD T ONS NE KS i OT R TRA T ONS DAILY BA E 12-16-11 BEGINNING BALANCE 1366.42 12-19-11 CHECK_ NUMBER 2142 11.16 355.26 12-30-11 PA TREASURY DEPT ANNUITANT 1,341.81 1,697.07 01-05-1 DEPOSIT 13.00 1,710.07 01-13-12 INTEREST PAYMENT 0.01 ;,~ 1,710.08 ENDING BALANCE 51,710.08 CHECKS-PAID SUMMARY 2142 12-19-11 11.16 ANNUAL PERCENTAGE YIELD EARNED ^ 0.00 ^^ CRON YOUR SAVINGS THE EASY MAY rr EASY SAVE IS A CONVENIENT SERVICE THAT ALLOMS YOU TO SET UP AUTOMATIC TRANSFERS FROM YOUR M8T CMECKIN6 ACCOUNT TO YOUR M8T SAVINGS ACCOUNT. ^~ YOU CHOOSE THE AMOUNT AND FREWENCY ~~ YOU CAN CHANCE OR STOP IT AT ANY TIME TO CET STARTED, L06 ON TO M8T NEB 6ANKINC AND CLICK THE TRANSFERS TAB OR STOP BY YOUR LOCAL M8T BRANCH. LEARN MORE AT MTB.COM/EASYSAVE. MEMBER FDIC. FOR CUSTOMER SERVICE QUESTIONS, PLEASE CALL (800) 724-2440 59354 LAOBA (dq'/) PSEGM~ Mr. Todd Staub 64 Sedgwick Dr. East Berlin, PA 17316 Re: JOYCE E STARE, Deceased. PSECU Reference # 3611165852522 Dear Mr. Staub: 04/12/2012 The above referenced person has an account with PSECU which was opened on June 1, 1999. The Share accounts were jointly held by Joyce E Stare and Todd E. Staub. The following are the Date of Death Balances for Joyce E Stare's account with PSECU: Account (S1) -Savings (S2) -Vacation (S4) -Checking (S7) -Money Market (S53) -Certificate The account has been closed. $1,162.53 $1,114.76 $ 714.42 $2,004.51 $3,171.40 Interest -January 1- 6 $ 0.06 $ 0.05 $ 0.03 $ 0.10 $ 0.18 If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237- 7328, press 6, extension 3120. Sincerely, `~~ Sandy Fa ey Member Service Representative PSECU Date of Death Balances Pennsylvania State Employees Credit Union .P.O~ Box 67013, Harrisburg, PA 17106-7013 • 717.234.8484 • 800.237,2328 • » psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION. EQUAL OPPORTUNITY LENDER.