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Home My WebLink About09-20-13 (2) J Ls�seln�ol REV-#.500 �t°'-'°> t� PA Department of Revenue Pennsy�lrania OFKICIAL USE ONLY Bureau of Individual Taxes '�"`"` Couny Cpde Year Fle Numper P090XZ6o6or INHERITANCETAXREFUftN Q�,� � : Harrisburc�,PA t7i2g-o6Qi RESIDEh1T DECEDENT a. 1 �' ENTEf2 6ECEDENT INFORMATION BELQW Sociel Security Number 17ate of DeBkh MMDpYYYY Date of Birth MMpDYYYY : 07t07J2013 05Iff8t9825 _ _ . __ _ _ . _ DecedenYs Last Name Sufiix Decedent's First Name MI ...__ .__ . .. .. . .. . .,....., .. ._. , . . . __.. .. . .. . __ . ._. ... .. ... .. ...._. _.....,. Stanbery Frances (If Applicable)Enter Surviving Spouse's Informatton Belaw � Spouse's Last Name Sufix Spouse's First Nama MI . . . .. .. . ._ , .. . .. . .. . _.. . . . . . . . ...... __. .... .... __.._ _.._..__._. � . Spouse's Social Securlty Number � �� - - THIS RE7URN MUS7 BE FILED IN DUPLICATE WITH 7HE REGlSTER OF WtLLS fltL tN APPROPRIATE 6VAI.S BELOW � C� 1,priginal Return p 2.Supplamantal Return p 3. Remainder Retum(date of death priqr to 12-13-&2) O 4.limitetl Estata p aa.fufure Intamst Compromise{tlats of O 5. Federa4 Estate 7ax Retum Required death after 1P•72-82} O 6.Decedent Died Testate p Z Decedent Maintelned a Llving Trust 8 g. Tptel Num6er bf Sa(e DepnSit Boxes (Attach Copy of Wili) (Akach Copy of Trust) Q 9.Litfgation ProGeeds ReCeYed C? 1Q.5p0ussl Poae[!y Cradit{tlate ot death Q t�. EiBetion to t2rt undar See.Qi13(A} between 12-3t-91 and 1.1.95) (Atr2ch Sch.tJ} CORRESPONDENT- THI$SECTION MUST BE COMP4ETED.ALL CORRESPONUENCE ANO CONFIDENTIAL TAX INFORMATION SHOULp 6E�.OIRECTED TO:.�•. Name DaylimeCl8lephone Nur�tier ' c � . . _.. _. . . . . . .. .. . . .. . _ .. _ . .�.. .. . . . , , a , BRIC}GETM. WFIITLEY, ESQ (717}'�'333�400 ` ; � _.., REGIS IOF WILL&LSE ONLY S" Q T'Y LJi '� . . Flrst Ane aF address ,� �� -`-� - _._. _. _.. .. ... .. . ....... . ..... . . . . .. . . . .. . _. .. -_.1 ... ' 17 S, 2nd Street ' ' c:: � i . Second line of address . .. .. .. . . . . . . . . , �f z ... �. - �..: -i� _�' ;_� .. �-� Si�Rh F1oor "' �_�� City ot POSt OffiCe Stefe ZIP COd9 OA7E FILED . ._...._ ..__.. ........ .. _. ...... . ... .. .. . . . ... . . . . . . . . . . Harrisburg PA 17101 CorrespondenYs+g•maii aAdcase: b(riW{t'�}Sk8Pt8t08Z6ft8(IC�t.COm Under penalUas ot perJury,I decFare that i Aevs ezemined this reium,induding ectompanying schedules and st&tements,end ta the basiof rtry knowladge end beiiet, it is bue,cprract and camplete.Declaredon ot preparer other ihan drd personel repreaentetNe Is besatl on ell irdormation of which pieperer has any knowledge. SIGN URE OF PER$ON RESPON316LE FOR FILING RETURN tJATE �.,�.�..._. �—t.,tr ��.c�...t,.� Y , z�� 3 ADDRfSS Finesse Cobb- 138 Leonard Lane, Marrisburg, PA 17111 SIGNA RE OF PREPARER O HAN REPRESENTA7IVE pATE r�� m.��..�. x r�lJ 3 ADDRESS —T Bridget M. Whitley, Esquire, 17 S. 2nd Street, 6th Floor, Harrisburg, PA 17101 PLEASL USE OR161NAL FORM ONLY 5ide 1 � 15�561ft1Q1 15056101�Z J � � 150561�105 REV-1500 EX DecedenYs Social Securily Number o�eda�re Nama: Frances Stanbery RECAPITULATION . .._ _ _. ._. . . .._.. . . . .._..... 1. Real Estete(Schedule A). ... .. .. ...... ...... .. ............ ........ .. . 1.� 0.00 i .. . . .. ... . . . ..... ... .... _ 2. Stocks and Bonds(Schedule 8) ...... .. . ..... ....... .................. 2.�: 0.00 ( .. ........__. .... ...._. ...._..............._......_.; 3. Closely Held Corpore8on, Partnership or Sole-PPOprietorshlp(Schedule C) ..... 3. ., 0,00 � . ... . .._ ._ ... . ... . .. ... ....._..._i 4. MoAgages and Notes Receivable(Schedule D).................... ....... 4.�� 0.00 � 5. Cash,Bank Deposifs and Miscellaneous Personal Property(Schedule E)..... .. 5. -' 0.00 '. 6. Joinpy Owned Property(SCheduie F) O Separete Billing Requested ....... 6. � 0.00 : 7. IMervVivos Transfers&Miscellaneous Non-Probate Property '� � �� - �� -� "��-"��; (Schedule G) O Separate Billing Requested........ 7, - 0.00 � � 6. Total Gross Assets(total Lines 1 through 7).... .......... ......... ..... . 8. � 0.00 � 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. ' 10. Debts of Decedenl,Mortgage Liabiltties,and Liens(Schedule I).... .... ..... . 10. � �� 11. TMaI Deductions(total Lines 9 and 10)....................... ... . ...... 11. �i 12. Net Vaiue of Estate(line 8 minus Line 11) ...... ... ................. .... 12. , 0.00 ; 13. Charita6le and Govemmental BequestslSec 9113 Trusts for which � � � �� -�- - - ..._...... ..., en election to tax has not heen made(Schedule J) ..... ......... ......._ . 13. - 14. Net Value SubJect to Tax(Line 12 minus Line 13) ...... .................. 14. 0.00 �� TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABIE RATES 15. Amount of Line 14 taxable � at the spousal qx rete,or hansfers under Sec.9116 -�� -- � .. .. ......... ._ . ...... ._ _ ........., (a)(1.2)X.0_ � , 15.'. 0.00 � 1fi. Amount of Line 14 taxable "...... .. ........... . ...... ..__.. .. ._. . ... ....I :...-'-'......,............_._.._._..._.._....-__----...._._a at lineal rate X.0 45 0.00 ' ig,. 0.00' 17. Amount of Line 14 taxable . . ._......... ._ �........._. ... .............. .._..., . . � -........._,....._.�. ._._. _.._..._._.._ . . ......_� at sibling rate X.12 �� 7,� 0 00 � �._. . . . . . .. ... .. .. . � . .... . .� 18. AmountofLinel4Wxable ' �� - � ��"��" "��"°" at collaterel rete X.15 - 7g, 0.00 �: 79. TAX OUE ..... ... .. .. . ......... ... . . ....... ..... ..... .. ....... .... 19. 0.00 � 20. FILL IN THE OVAL IF YOU ARE REOUESTING A REPUND OF AN OVERPAYMENT p $ide 2 � 1505610105 1505610105 J REV-1500 EX Page 3 File Number De¢edenYs Complete Address: �(-. � --, (� ,�'�g . OfCE6EN7'S NAME Frances Stanbery STREE7ADDRESS� ___...... __.....,._ _.._........ . .. ..... _......._ . . ._.._. .._._.--.....,. ----__ 770 Popiar Church Rd. Cumberland Couniy -. _._.._., _____... .. .._ _._..._ .,.�....... ._ ..__...-- –,. .. .._—.... ,.. ---._..... --_. _..._____--- _._C�,._., . ..___. . ......__. ' STATE ZIP Camp Hilf PA 77019 Tax Paymen#s and Credits: � r�x a�{p��z.��vs} ��> o.aa 2. CreditstPayme�ts � A.Prior Payments 6,piscount �..� _------....__--._._....------- Tatai Gredits(A+B} {2) 3. Interest i3) 4. If Line 2 is greatar than Line 1+Line 3,enter the diHsrence. This is the OVERPAYMENT. Piit in ovai on Page 2,L(ne 20 ta request a refund. {d} 5. If Line i+tine 3 is greater than Line 2,enter the difference.This fs ihe TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILL.B, AGENT. PLEASE ANSWER THE FOLtOWING qUEST10NS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Llid decedent maka a transfer and: Yes No a. retain U�use or 3nctime of tt�proper[y#aansferred:............._,..,...................,__...,..............._..................._..._.. ❑ � b. retain the right ro designate who shall use the propedy tre�sferred a its income:............................._............. ❑ � c. retain e reversbnary Interest oc......................................................................................................................... ❑ � d. receive the pmm�e for life of either paYments,beneflts or care?._....._......,....._.........._........._....._...._........... ❑ � 2, 3f deafh occurred after dec.12,1982,dW decedeM transter properFy within one year of deaEh without recelving adequate considereHon?......._..................................................................................................... ❑ � 3, Did decedent mm an"in trust fo�'or payable-upon�daaN bank eccount or security at his pr her death?......._..... 0 � 4. E3id de�tent own en indlvid�al te8reme�t ac�ount,ar�uify or Wher rromprabate prc�ertl,wt�ch conlainsa beneficiary designation? ........................................................................................................................ ❑ � !F THE ANSWER TO ANY Of THE A64VE QUE5TI4NS IS YES,YQU MUST GOMPLETE SGHEDULE G AND FILE t7 A5 PARf OF THE RE7UR#. For dat�a of death on or after July 1, 1994,end before Jan. 1, 1995,the tax rete imposed on the net velue of transfer�to or for the use of the surviving spause is 3 percent p2 P.S.§9116{a){1J)(i)]. For dates of deattt on w aBer Jan. 1, 1�5, the tax rate impose+i on the net value of transfers #o or fw the use of the surdrving spnuse 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 statutnry requirements for disclosure of essets and filing a tax retum are still applicable even if the surviving spouse is the only beneflciary. For dates of dea1�on or after Ju(y 1,2QOQ: . The tax rate imposed on the net value oP transfers from a deceased child 21 years of age ot younger at death to or for the use of a natural parent, an adpptNe parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. : The !ax rate imposed on the net vaiue a€ firansfers ta ar far the use of the dec�enYs lineal beneficiaries 3s 4,5 perc�af, except as npted in 72 P.S.§9115(12}[t2 P.S.§9i36{a}(1)�. . 7he tax rate imppsed on the net value of transfers to or for the use of the deosdenYs sibnngs is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is definetl,under Sect(on 9102,as an individual who has at least one parent in commqn with the decedent,whether by blood or adoption. REW150B E%+(48-12) pennsylvania SCHEDULE E OEPPRTPAEMOFREVENUE CASH, BANK DEPOSITS &MISC. . �SOEMCDECE�NTTURN PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Atlev, Sara I �/— /,� '—�0�6� Include the proceetle W litigetion end the dete ihe prxeetls wsre recei�.ed by the eslate. All ro e olntl owned wtth ri ht of sunivorshi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH i. ESTATE OPENED FOR LITIGATION PURPOSE3 — PLEASE SUSPEND 0 TOTAL(Also enter on line 5,Recapitulation) $ 0 2wasn�z.000 ��more spece is naedatl,uea etldttionel sheats ci peper o(lhe same size. ._ __,____�___�� T�. D= _ . � T O � O O -' � � � ^ 1 � � l / � � � � -. Q � � � � � � � � � I (U - Do � = � � Q^ � O � lJ ' l^ � � W� � W � � � � N N Z7 = N ' (D — :0�°_. = o � _ a m — � � _ � � � tiCl N C = m n C �� n. - , ': � Ol'�TN ' .. ;�.��0� �,�r-N' �_.., � nre,iD>4.1 I >' C::1 3��WONR�110 � � ,i f �