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Home My WebLink About06-28-13 (2) � � REV-7 'rJ�� , 1505610143 Ex co,-,o� PA De artment of Revenue OFFICIAL USE ONLY p pennsy�livania County Code Year File Number Bureau of Individuai Taxes OEPARTMENTOFREVENUE PO BOX.280601 INHERITANCE TAX RETURN 21 13 �� Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 03 04 2013 08 10 1923 - DecedenYs Last Name Suffix DecedenYs First Name MI STINE MEDA J . (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 OVALS BELOW � 1. Original Retum ❑ 2. Supplemental Retum � 3.Remainder Retum(date of death prior to 12-13-82) � 4. Limited Estate � 4a.Future Interest Compromise � 5. Federal Estate Tax Retum Required (date of 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) � k � 9. Litigation Proceeds Received ❑ ��•be�iwe n12-V3e1�91 and Ta1 95jf death ❑ 11.Election to tax under Sec.9113(A) F (Attach Sch.O) c CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES M ROBINSON 717 245 9688 REGISTER OF WILLS�E ONLY� � G'� ^---'' � C Q �"' � L— C�"7 First line of address � �:-a .�.. � ,., 12 9 SOUTH PITT STREET � � r' � � �- x,, �� Second line of address D` � =� � � M1� ,..,. - � � •;` , Q C, �.� . �p�.7'�E�I�ED-� . City or Post Office State ZIP Code ..�. ;��+,� i �; r--� ;�- CARL I S L E PA 17 013 ..,� � o � 4;-•� �. ....J -� Correspondent's e-mail address: j ro b i n s o n@t u r o i a w.C O 1'1't Under penalties of peryury,l declare that I have examined this retum,inGuding acxompanying schedules and statements,and to the best of my knowledge and belief, it is e,correct and complete.Declaration of preparer other than the personal representative is based on ali information of which preparer has any knowledge. SIG TURE OF PE SP SIBLE FOR FIIING RETURN DATE Robert C.Stine,Jr. G. 2tdd - 3 ADDRESS 746 W.Louther Street,Carlisle, PA 17013 SIGNAT E OF PREPA OT R A R ENTATIVE ' DATE , James M Robinson [�,`Z�-/,3 A DR S South Pitt treet,Carlisle,PA 17013 . Side 1 � 1505610143 1505610143 � 1505610243 � REV-1500 EX DecedenYs Social Security Number DecedenYs Name: S T I N E� M E D A J 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&Notes Receivable(Schedule D).......................................................... 4. 5- Cash,Bank Deposits 8 Miscellaneous Personal Property(Schedule E)................ 5. 4 , 2 7 5 . 18 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter�Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. g, Total Gross Assets(total Lines 1-7 g. 4 , 2 7 5 . 18 )...................................................................... 9. Funeral Expenses&Administrative Costs(Schedule H)....................... .................. 9. 3 , 2 6 7 . 7 4 10. Debts of Decedent,Mortgage Liabilities,�Liens(Schedule I)................................ 10. 7 13 . 4 6 : 11. Total Deductions(total Lines 9 8�10).....................................................................• 11. 3 , 981 . 20 �2• Net Value of Estate(Line 8 minus Line 11)......................................... .................... �2. 2 9 3 . 9 8 �3, 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) 2 9 3 ' 9 8 ............................................... 14. TAX COMPUTATION-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.00 15. 16. Amount of Line 14 taxable 16. 13 . 2 3 at lineal rate X .045 2 9 3 • 9 8 17. Amount of Line 14 taxable at sibling rate X .12 �� 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due............................................................................. ........................................ 19. 13 . 2 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 � REV-1500 EX Page 3 ' File Number 21 - 13 Decedent's Complete Address: ' E Stine, Meda J STREET ADDRESS 770 S. Hanover Street C�-�y STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 13.2 3 2. Credits/Payments A. Prior Payments B. Discount Total Credits(A +g) (2) 0.0 0 3. Interest (3) 0.0 0 4. If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4) Check 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. (5) 13.2 3 Make Check Payable to: REGISTER OF WILLS, AGENT. _ .�� +�c,�vr-f�€—'!�� :.�r* .�,.�,�*-�'�,-�-'.-z �'".-r-3��,,r-3^"�' -c� 1 a Fy'''�`N,�5'�k��r�c z.,a�r� n'^�'^7'� . ' F, Y-4` :-v�'`t'-. i??'rL II� J:' .i"5,��— - .�.� �'.. k .'a aA A. t.. :i. J '�ii.. F`i�. G'.. r(Y�. ��-+9. rvv � ";?".' � -.:� �.:r' -r; ',��..G '��2 �.:�--' �r ..�.�-rT�-�,.. .,s..Y.�, �r�� a�.- �.'r.�.�+�, r_s�:a� ��yz. �� *, Mr�`t.s r`r'-� r�3�,_ T�'ar� : �'`�'s�...r�m.�+'��;.!. ''t i�. Y f i � .. ,,_, � d.�..ys..c.-�:'.,.'�,aW6�,yati:�.ur.s�.��7�.+5.�..:•.�L�.�sw3�.'a3/.��3.E�'"'_ °.,..r.a...�.s�.a.c'rsn.S��'`r"�,ws'f+v�.:.+a—�`�.�s'?S:�a'�.��.�'S'�Cr'�1 -ys.a.a.�_..:�:i,.:.:,:1��.._._..._..�r.<��-��...:u.�::.�.,at.,.,`:�:�- �..-;..�.sz.�cawrz".,�.;.:�a::�:W.:v`.Y.�� ^tii�-cS:�:s�trSa'�i.w.=1:7`��,�".� 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 o�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;or.................................................................................................................. ❑ � d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ � 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receivingadequate consideration?....................................................................................................................... ❑ 0 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?......... � �x 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. � , ,., ,. -.,. sr-,rz .x-. -•r,, ��: a� .�� "ss: -.':.-,r .S.$,' �` �hM x ��:<t .��'a"n�t�_'�N,�`�1.�",,;}.�2.:; �.�..a.:�� •',-.� ��.�- .�t. n - ,r -.,o. }. � -�..�,-av _.�.� r.-..: x d<<.: �.��' .:.�'`i.."'�. .�: .z -. .� . �.3i a�;.Pa. ,;.,.0 t:A o- ..iric- } .{�. �-. t�, _ 3. .<.__� r"i` _� +'E3?i','-rr- -�s�r. •�_ ..�. .. �:.:- '.xt .•,. .t. �:. --_:t�e.. �s .. .�y-s1 :.tc.:_- :-..._ �nr t-ys-:�.,�'r t�.:i'±'F' t«�°'�4''�s+.f.a��µ,,.,ss.;i�.'Ss ,,2..�. . r �`�,sF��'�'�,��. ..: }�t sr.?=s-�f;.x� .� a..,�.r,.,z r �-- s. ..-�`�X �,M� �c� ,� _ u.u..... _ .,.c..��'<+.�.�.._t �..�,�..3 c.�....s�`^'..i;23. c�.�...� .�,.�...__..C.r.<k6rL.C+7"e�7-..�.._:�..�a-�-� —�a.�—s��su1'w�'�"ira,...r.r�.:.ux, �._.. ...�"}s.""�_�x •vz:�.:....:�' �,,.-.. . ._K s....:..� 1,-..:,�'., ..,.�.x�:n,,,. ..:,�."�=,:.s.+u':�:-�.:.r �'':"-`y�•...._... � ....�aw.��:s .-.'". For dates of death on or after Jul 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.§91�6(a)(1.1)(i)]. For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the sunriving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)]. The stafute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax refurn 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 1.2)p2 P.S.§9116(a)(1)]. •The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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,wFiether by bloo�or adoption. � SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTHOFPENNSYLVANIA PERSONAL PROPERTY , INHERRANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Stine, Meda J 2� -�3 Include the proceeds of litigation and the date the proceeds were received by the estate.All properly jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 M &T Bank-Checking Acct. No. 9861436663 4,275.18 � TOTAL(Also enter on Line 5,Recapitulation) 4,275.18 SCHEDULE H FU�ERAL DCPOVVSES& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ��,�1�� RESIDENT DECEDENT ESTATE OF Stine, Meda J FILE NUMBER 21 - 13 Debts of decedent must be reported on Schedule I. ITEM AMOUNT NUMBER FUNERAL EXPENSES: DESCRIPTION A. 1 Westminster Cemetery LLC 1,720.00 2 Eby Granite Works 1,046.00 3 George's Flowers 136.74 4 Faith Chapel - 115.00 5 B. ADMINISTRATIVE COSTS: �. Personal Representative's Commissions Name of Personal Representative(s) Street Address C�ty State Zip Year(s)Commission paid 2. Attorney's Fees Turo Robinson Attorneys at Law 250.00 3. Family Exemption: (If decedent's address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7, Other Administrative Costs 1 TOTAL(Also enter on line 9,Recapitulation) 3,267.74 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE CONB�AOMNFALTHOFPENNSYLVANIA LIABILITIES & LIENS INHERITANCE TAX RETURN � RESIDENT DECEDENT FILE NUMBER ESTATE OF Stine, Meda J 2� - �3 _ Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM . DESCRIPTION AMOUNT NUMBER 1 Chapel Pointe at Carlisle 708.56 2 Carlisle Borough Tax Collector 4.90 TOTAL(Also enter on Line 10, Recapitulation) 713.46 REV-1513 EX+(11-08f SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stine, Meda J FILE NUMBER 21 - 13 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) - RECEIVING PROPERTY Do Not List Trustee(s) I� TAXABLE DISTRIBUTIONS[include.outright spousal distribut�ons,and transfers under Sec.9116(a)(1.2)] 1 James T. Stine Son One-Half 221 Cornman Road Carlisle, PA 17013 2 Robert C. Stine, Jr. Son One-Half 746 Louther Street Carlisle, PA 17013 Enter dollar amounts for distributions shown above on lines 15 through 18 on 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 a . B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET O.00