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Home My WebLink About06-26-13 (2) � �. Lsas61a1a� REV�l�Ov IX�ne•in) W ennsylvartia �F��USE ONLY PA�epartment of Revenoe ? , , Counry Cotle vear Ffe Number Bureauotind�vtduatraxes INHERITANCE TAX RETURN ; '"""" 2 ��y/ �Q PD BOX 2HOG03 ��...�� '�`1 ' ' ./.L7_._—. . Harrisburo PA i7iz8-o6oi RE5IDENT 1)ECfiDENT ' ENTER DECE�ENF INFORMATION BELOW Social Secunty Number Date Of De�th MMppYYYY �ate of Bitth MMWYYYY ........____. . ................. . . . . .. .........._ .,...,......_............. ' 11105I2012 ' 04l24/1921 ' _ . . . _.._.. .. ....... ., �ecedenfs Last NAme Sutfix Oecedenfs First Name MI . . . . .._........ . ._..._......... . _......__.._... .. .. ............................__.. Stoner i Mildred M : ................_._� ....,___......._._.._....... . . , , (I!Applicabla)Entar 8urvlving Spouse's informatlan Below Spouse's Last Name Suffix Spous¢'s First Name MI .. . .. ...... . . , , . � I . . .__ ..._..... ............_._ _............. _.......,._'�, !.... ..... �. .,, . ........... ..,..........: ..........' spouse's socia�Sewrity Number THIS RETURN MUSY 8E FtLED IN DUPLICATE WITH THE _.._...................... .._.._,..,_.,.. REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � t,Original Return O 2.Supp�eme��ai Re1um O 3. R¢maintler Retum(date ot tleath pnor to 72-73$2) O . 4. Limltoa Es�am . O 4a.Fulure Interest Compmmise(Aate of p 5. Feaeral Eslale Tax Rcwm Rcpuired � daeth aNOr 7242-82) � 8.�ecetlant Oietl Testate � 7.Dtxotlmt Mainlained a Living Trust _ 8. 7ot91 Number oF Safe Deposit Boxes (Attach Copy of Wilp (Attnch Copy oF 7fust) O 9. Liligafion Pruceetls Feceivetl O 70.Spa�sai Poverty Credit(date of death O 11. Eledion to leK u�Jer Sec.9713(A) between 1231-87 antl b9-95) (Attach Sch.O) CORRESPONDENT- THIS SECTION MUSi BE COMPLETE�.ALL CORRESPONDENCE ANU CANFIDENI7AL TA%INFORN�nON SMOULD 9E OIRECTE�T0: N3m0 pBytimO TB�ephO�e Numher .......... _......._. .. .... . .. . . .... ......................................__...._....,,..... ... . , , . James D. Flower, Jr. ! (717)243-5513 �; ...,,.._... __ . e� 4; � rn RE raaovwai.guseo�,Y � :n — �� Rl ?� C� L �-Nq FirSt line of dddress � D �' N 's1 n . . .. _.. _._._....__._...................................._.,........... , r � rn �� .� ^- I Ffower Law; LLC , � U? � a � � . __ . ... , , _.. ... . . ......._. � —E _, � Secontl line of address � n � ' n O -� � . ................................____.... . . 4 �„� 10 West High SVeet ° � co — �� ,. .. .. .. .. . ..._..... ...,...,.. ' -�ATE iILEU � Ciry or Post Office State ZIP Code � � . .. ..... . ... . . . .._._. . ............_. . .......... _y+ i c17 � Ca[lisle ��, PA , '�7013 Carteapontlent's e-mail address: 11111��OWeM118W COf11 _ Un�k:r fro^u�Fcs of perjury,i d:d�fe lMul l tiave�`aedrohlBU Ufislelum,InclWing eccompe�r�g BChBdulee and s�atements,and to Iha bCS101�tly b1JwkY1qC 8ntl�Cli¢f. ii is rtue,wrzacl and crnnplete.Dacl3r�ti0n o�prepam�otPCf tb��IpC pe:�so�N rr;pr¢9enWlrve ig bagad on ell intarmatian ot which preparer has 20y knowletlgC. 51 �TURH OF F 9V HE5pONy'Itl4E FOk FIUNG ETUkN D�T ' ' � AD 131 Elm Avenue, Newton, NJ 07860 5 NATVRE OF PREPARER OTI�Eft TI�IA FEPRESENTq7!E DATE 7 "'- A 5 West High Street, Carlisle, PA 17013 P E USE 6RIGINA�FORM ON1,Y Side 1 L 1505610101 1505610101 � � _, 150561�105 REV-1500 EX DecedenPs Social Security Number �ecedenPs Name: I RECAPITULATION � .........._...... .. .._. . ._.. . .. . .. ... . . 'I. Real Estate(Schedule A). . .. . .. . . . .. . . . . ... . .. . . . . . . ... . .. . .. . . . ... . . L � ' 2. Stocks and Bonds(Schedule B) .. . . . .. . .. . .. . ... . . . .. . . .. . .. . .. . . . .. . . 2. '�. ' .._,�.._.._....�.._._.._.,____._._..._,._.._.__.............._._a � 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) .. . .. 3. I ; � _ ._._........�._�._��..__.,� 4. Mortgages and Notes Receivable(Schedule D� . .. . . . . ... . .. .. . . .. . .. . .. . . 4. �� ..,....�..._____..,...____.....,�..._...�..______..._................... 5. Cash, Bank Deposiis and Miscellaneous Personai Property(Schedule E).. . .. . . 5. � 1,356.31 � 6. Jointiy Owned Property(Schedule F) O Separate Billing Requested . .. . .. . 6. �. ; . ��,...-..____.._...._......�...__.._._..._�..._.�......_...._......_; 7. IntervVivos Transfers&Miscellaneous Non-Probate Property � i (Schedule G) O Separate Billing Requested.. .. . _. 7. ��, ��2,384.00 i 8. Total Gross Assets(total Lines 1 through 7). . . . .. . . .. . .. . .. . .. . .. . .. . .. . 8. �I, 103,680.31 �i 9. Funeral Expenses and Administrative Costs(Schedule H). . .. . .. . ... .. . . . .. . 9. �-� 14,915.00 ; 70. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) . .. . ... .. . .. .. 10. ; ', 11. Total DeduMions(total Lines 9 and 10). . ... ... ... ... . . . ... ... . .. . . . . . . . 11. : 'I4,9�5.00' 12. Net Value of Estate(Line 8 minus Line 11) .. . .. . .. . . .. . .. . . . .. . .. . .. . .. . 12. ',, $$,765.3� ! 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ',"'--"°--��----°----.__..__...__._..._.._...v._.__.._.� an election to tax has not been made(Schedule J) ... . .. . .. . . . ... . . . ... . .. 13. '� i , ..... .._.�..__.._._v_,......_._....__..7 14. Net Value Subject to Tax(Line 12 minus Line 13) . ... ... . .. . . . .. . ... ... .. 14. !; $$,765.$1 '�, TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or ............ ......... .............. trans ers un er ea 9116 � �-�� -��-� - • -"�-"�� "� � (a)(1.2)X.0_ ,� 15. i 16. Amount of Line 14 taxable "-'-.'�`"."`".°..�'"�.�-'.'�.'- ".. '-_.�_._____,_,....____.__._....�._.__�.� at�ineai rate X.0 45 88,765.31 ' �g, i 3,994.44 � i�_._._...__.____ ...._._ __. t__.._._....,_.,.,...,___,,....,�...__,.._...._�.__-------_....__.__._..,: 17. Amount of Line 74 taxable � � at sibling rate X.12 , 17 , j . . . . . �_..___................_._......_._.......__........_.._.___._._._._..._._.....: '18. AmountofLinel4taxable ��.�.��'.�'�,��.��mm.�m._� at collateral rate X .15 1 ��. 18. � � ,-...___..__.......m.,....._..._,_....................._..,.__._.._._, 19. TAX DUE . . . . . . . . . . . .. . .. ... . .. . . .. . .. . .. . .. . .. . .. . .. . .. . ... .. .. . . 19. � $�994.44 ! . _........ ....... ...... ......._I 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND Of�AN OVERPAYMENT O $ide 2 L 1505610105 1505610105 � REV-1500 EX Page 3 File Number DecedenYs Complete Address: DECE�ENT'S NAME Mildred M. Stoner STREETADDRESS 30 Beagle Club Road an Carlisle STATEPA � ZiP17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 3,994.44 2. Credits/Payments A.Pnor Payments B. Discount Total Credits(A+B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 +�ine 3,enter the dlfference. This is the OVERPAYMENT. Fiil in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater ihan Line 2,enter the difference.This is the TAX DUE. (5) 3,994.44 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 pmperty transferred:.......................................................................................... ❑ x❑ b. retain the right to designate who shall use the property fransferred or its income:............................................ ❑ � c. retain a reversionary interesk oc......................................................................................................................... ❑ x❑ d. receive the promise for life of either paymenis,benefts or care?...................................................................... ❑ X❑ 2. If death occurred after Dec. 12, 1982,did decedent transfer property wiihin one year of death wiihout receiving adequate consideration?.............................................................................................................. ❑ � 3. Did decedent own an"in tmst 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 benefciary 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 for the use of the surviving spouse is 3 percent[72 P.s. §s�1s (a)(1.1) (i)]. For tlates 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 retum are still appiicable even ifthe 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 ftom a deceased child 21 years of age or younger at death to or for the use of a natural parent, an atloptive parent or a stepparent otthe 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 benefciaries is 4.5 percent; except as noted in 72 P.S.§9116(1.2) [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 defned, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. � REV-i508EX+(ii-io) �pennsylvania SCNEDULE E DEPAPTMENT OF pEVENIIE CASH, BANK DEPOSITS & MISC. INHERRAHCETAXREN0.N PERSONAL PROPERTY RES7DEfY�DECEDEN7 ESTATE OF: FILE NUMBER: Mildred M. Stoner Include[he proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with righ[of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIFTION OF DEATH �. M&T Bankaccountnumber98443926784 1,340.61 z. CVS Pharmacy refund 15.70 7o7AL(Also enter on une 5, Recapitulation) $ 1,356.31 If more space is needed,use additional sheetr of paper of[he same size. REV-1570 EX+ (p8-09) � �pennsylvania SCHEDULE G OEPARTMENTOFqEVENUE INTER-VIVOS TRANSFERS AND INHENITANCETA%REN0.N MISC. NON-PROBATE PROPERTY RESIDEM DECEDENf ESTATE OP FILE NUMBER Mildred M. Stoner This schedule must be completed and Flled if the answer to any of quesfions 1 through 4 on page three of the REV-I500 is yes. ITEM DESCAIPT[ON OF PROPERTY INQIpETXEN4kE0i7ME1P,WSFEREE,iMEINRElA710N5xiCl00E(FDEMU:� DATEOfDEATH WaOFDECD'S EXCLUStON TAXABLE NUMBER 1H'DAlEOFiPANS'FR.�T1Ap1ACOPYOFiHEOEEDiqIREALESiAIE. VALUEOF(SSET INTEREST praawase VALUE t. Nationwide Life Insurance Company Annuity payable on death 17,054.00 100 0.00 17,064.00 Eileen Laughman, Daughter,2/512013 Z Nalionwide Life Insurance Company Annuity payable on death 17,064.00 100 0.00 17,06a.00 Patricia Malvolta, Daughter, 2/SI2013 3 Nationwide Life Insurance Company Annuity paya6le on death 77,064.00 100 O.OD 17,064.00 Cathy Barrick,Daughter, 2/5/2013 4 Nationwitle Life Insurance Company Annuiry payable on death t7,064.00 100 0.00 t7,064.00 Janice Webb, Daughter,21512013 5 Nationwide Life Insurance Company Annuity payable on dealh 77,064.00 100 0.00, 17,064.00 Dorothy Van Natta, Daughter, 2I512013 6 Nationwide Li(e Insurance Company Annuity payable on death t7,o64.00 100 0.00 17,064.00 Irene Kough, Daughter,2I512013 TOTAL(Also enter on Line 7, Recapitulation) $ 102,384.00 If more space is needed,use additional sheets of paper of the same size. REV-15ll EX+ (70-09) �pennsylvania SCHEDULE H DEPAPTMENTOFHEVENUE FUNERAL EXPENSES AND INHERITMlCETA%REN0.N ADMINISTRATIVE COSTS RESIDENT DECEOEMr ESTATE OF FILE NUMBER Mildred M. Stoner Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIP'fION AMOUNT a. FUNERALEXPENSES: � 1' Hollinger Funeral Home&Crematory, Inc. 11,117.00 2 Baughman Memorials-Headstone and Foundation 2,283.00 B. ADMINISTRATIVE COSTS: 1. Personal ReDresentative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2• Attorney Fees: 1,500.00 3. Family Exemption: (If decedent's address is not the same as clalmant's,attarh explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4� Probate Fees: S. Accountant Fees: 6. Tax Retum Preparer Fees: �• Register of Wilis Tax Return filing fee 15.00 TOTAL(Also enter on Line 9, Recapitulation) $ 14,915.00 If more space is needed,use additional sheets of paper of the same size. � REV-1513 EX+ (01-30) ��pennsylvania SCHEDULE J � DEPAHiMENTOFREVENOE 1NHE0.RANCE TA7(RENRN BENEFICIARIES RESIDEM DE�DENT ESTATE OF: FILE NUMBER: Mildred M. Stoner RELATIONSHIP TO DECEDENT AMOUNT OR SHAkE NUMBER NAME AND ADDRESS OF PERSON(S)RECE[VING PROPERN Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBMONS[Indude autright spousal distributions and transfers under Sec.9116(a)(1.2).� 1 Eileen Laughman,967 Big Spring Road, Shippensburg, PA 17257 Step Daugheter 1/6 2. Patricia Malvolta, 131 Elm Ave., Newton,NJ 07860 Daughter 1/6 3. Cathy Barcick,30 Beagle Club Rd.,Carlisle, PA 17013 Daughter 1/6 4. Janice Webb, 12826 Point Salen Road, MD 21740 Step Daughter 1/6 5. Dorothy Van Natta,420 Crabapple Lane,Claysburg, PA 16625 Step Daughter 1/6 6. Irene Kough, 530 Shed Rd.,Newville,PA 17241 Slep Daughter 1/6 ENTER DOLLAR AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH IB OF REV-1500 COVER SHEEf,AS APPROPRIATE. II NON-TAXABLE DISTRi8UT10N5 A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND 60VERNMENTAI 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 af the same size.