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Home My WebLink About09-20-13 � 1505610L05 REV-1500�x�°��°`�° �S� PA Department of Revenue pennsylvania OFFICIAL USE ONLV BureauoflndividualTaxes � -� �NHERITANCE TAX RETURN Coun[yCoae Vear FileNUmber POBOXZ8o6oi 21 13 0906 Harrisburq PA i9iz8-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Soaal Security Numbe� Date of Death Ir1MDDYYW Date of ylrlh IdMD�YYYY 01/25/2013 OS/16/1940 DeceaenYS Lasi Name Suffix DBCedenfs First Name M� McCalister ponald E (If Applicable)Enter Surviving Spouse's Informatipn Below Spouse's Last Name Suffix Spouse's First Name MI Spnuse s Sor,ial Secufity Number THIS RETUkN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FI�L IN APPROPRIATE OVALS BELOW f,� 7. Original Rewm O Z Supplemeotal ReWrn O 3. Remainder Reb�m(Date of Death Priorto 1&13-82) p 4. Limited Estate O 4�. Future Inte�est Compromise(tlate of O 5_ Federal Estate 7ax Return Requlred � tleath afler 12-12-82) O fi. Decedent Dred Testate O 7. Decedant Maintalned a Livin Trust tAt[ach Co �of Will' B _ 8. "fotal Num6er of Safe Deposit Boxes PY l (Attach Copy of Trust.) O 9. Litigation Proceods Received O 10. Spousal Poverty Credit(Date of Death � 11, ElecBon to Teu under Sec 9113(A) Betwaen 12-31-91 znA�-1 J5) (Attach ScYiedule O) CORRESPON�ENT- TNIS SECTION MUST BE COMPLETE�.ALL CORRESPONDENCE AND CONFIUENTIAL 1AX INFORMA710N SHOULD BE-0IRECTED N:' IJame Daytin�TeleF>hone Niimber �. .. Bridget M. Whitley, Esq. �= (717r233�-�1000 s��..r, .... . ,_ fq��i� -...___ .-_.... .__._._i � H��,rpISTER OF WICLS USE ONLY ' First Line olAddress �' . , � , : 17 S. 2nd St., Floor 6 Second Line of Atldress � � SkarlatosZonarich LLC � � � City Or Post OffiCe �� bA7E FILED � State ZIPCode �---.—__—,__—.._.__ __ iiaf�iSuuiy 1�� 'i�� correspondenes e-maii address: bmw@skarlatoszonarich.com Under penaliles oi perjury,I aedare thet I liave examinetl this reWm,inC�utling accompanying schedules and sfatements.and to tha best of rrry knuwletlge entl�elief, i; ime.correcl and cAmplete.Ueclaration ot preparer other Ihan the personal representative is basetl on all intormation of which preparer has any knowletlge. 5 � E F PE ON RESPONSIBLE R L G RETURN � �/�i1 J. ADDRESS ��—�—� �.��,� Douglas McCalister, 4765 Spring Rd., Shermans Dale, PA 17090 sicr�qruHE��HE�rEa oTyE�RE�uESENrnrivF unT� �«_ �'G noo'nESS � - � {J� ��_ Bridget M Whitley, Esq., 17 S. 2nd St., Floor 6, Harrisburg, PA 17101-2053 PLEASE USE ORIGINAL FORM 6NL.Y � - Side 1 L 1505610105 1505610105 J hu> � 15�561�2�5 �tEV-�aoo Ex��it Dt�edent's 5ociai Security Number [7ecede�is NamE: Donald E. MCC3lister RECAPITUTATIqN ' i r2eat s�staje iSr,nedaie A) . ... .. . . . . . . . . .._ - . . . . .._ 1. Q.00 2. 5tocks and 8onds(SChedule B) .. , . . .... ... . , .. .. . 2. 0.00 .. .... .. . .. . .... .. . . 3. Cbsely Heid CorDO�etipii,PartnE515i��ar Sole-Pro�+rietorship{SChaduie C} ____. 3. �� 4. Mortgages antl Notes Re�ceivable(Schedule 0) . . . . . . ... . . . . . . . . . .. . . . .. . 4. 0.00 5 Cash. Bank C7eposfis and Misceilaneous Personai Property{Schedule E},.... . . 5. O.Od 6. Je�inlly Owned Property(Schedule F) O Sep�+r�te Billing Requested .. . . -. . 8. �.00 7. InterViaos Transfers$Misceilaneous Nor,-Probate Property (Schedule G) O Sepaiate Billing Req�estetl..... . .. 7. �.4fl 8. Total Gross Assets(total Lines 1 throuyh 7). . . . . . . . . . . . . . . . . . . . . . . . . .. . . S. 0.00 9. ('�;r.erai Expttnses and Ar?mfnistra:ive Costs{Schedula Nj... ..... ... .. ..... . 9- 10. Dr„bts of Deri;penL Morte�age Liabilitlns and L.ien�(Schedule I). . . .. . . . . . ... ib. 75. Totai Deductions([ota!Lines 9 and 10). .... . . . .. .... .. . ... ... . . . . .. .. . . 11. 12 Nat Value of Estate(Line 8 minus I.ine 11) . .. .. . . . ... . . . . . . . ... . . . . . .. .. 12. 0.�� 93. Gha{itabie and Gosernmontai Beouasksl5ee 911,s Trusks`or which :an eleciior�h.�tax has noE been m9de(Sehedule J} ........... . ... . . . . . .... '73, 14. Net Value Subject to Tax(Line 12 minus Line 13) . . . . .. . . . . . . ..... . ...... 14. 0.00 � TA%CAtCUlATI4N-SEE INSTRGCTFONS FOR APPLICABIE RATES 15. Amounf of�ing tA taxabie atthe spousaltax rate,or transfers und�r Sea 971fi {�i{� za x o_, �5. 0.44 i6. Amount o#Lir�e 14 taxable at iineai ratr X .0 45 0.00 1g, 0.00 1Z AmountofL,irel4��axable 31 slbling rat8 X .i2 77. �-4� 18. Amount of Lire 14 taxabie at collateral reRe X .15 1g, 0.00 19. TAX DUE . .. .. ... . . . ... .. ..... .. .. . . . ... . �f9. 0.60 ..... .... . . . . .... . .. ..... 20 FILL!N T4/E OVAL kF YpU ARE REqUES71NG A#2EFUND Q�AN OVEftPAYMEN7 p Side 2 � 15p563,�2C15 LSOS6IC]20S J '�� ' `-�'�F ` ��° ' File Numbar 21 13 0906 DecedenYs Compiete Address: DECEDENT'S NAME Donald E. McCalister STREETADDRESS 75 Bonnybrook Rd., Lot 32 Cumberland County CITY STATE � ZIP Carlisle PA 17015 Tax Payments and Credits: t. TaxDue(Page2.linei9� (1) 0.00 2. Credits/Payments 0. PriorPaymenls B. Discouat TotalCredits(A+B) (2) 3. Interest (3) � d. I(Line 2 is greater than Line 1 +Line 3,eNer the difference. This is the OVERPAYMENL � Fill in oval on Page 2, Line 20 to request a refund. (q) 5. If Line 1 a Lme 3 is grr�aater than Llne 2,enter the difference.This is the TAX DUE. (5) 0.00 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 property transferred . .............. .._.............. __.._..... .___......_ ❑ � 6. retain the rigM to designate who shall use the property transferred or its income ................._.__.......,.........._ ❑ � c. retain a reversionary interest ....... ,_. .............. .. ... ........... ................ ......_._...... _._._......._ ❑ � d. receive the promise(or life of either payments,benefits or care� ........_ .......,._. ........_.._ ❑ � 2. I!death occurred after Dec. 12, 1982.did decedent Uansfer property within one year of Aeath wilhoW receiving adequate consideration� ....._.. .. ,____ ._ [_� � ......... ...._.,._. ........... _ 3. Uld decadent own an"in trust for"or payable-upon-death bank account or security at he or her death2___.__.. U � h D�d decedent own an Indivldual reCvement account,annulty or other non-probate property,which �on�ains a beneficiary designation? . __......._ _,____ L] � _..__.... ............. ......_.... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT A5 PART OF THE RE7URN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,ihe tax rate imposed on the net value of transfers to or for ihe use of the surviving spouse Is 3 percent[72 P-S.§9116(a) (1 1)(i)]. For dates of death on or afier 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 lhe statuiory requirements for disclosure of asseis and filing a tax return are still applicable even if the surviving spouse is lhe only benefciary. For dates of dealh on or afler 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)�12)]. . The tax rate imposed on lhe net value of transfers to or for the use of the decetlenYs lineal beneficiaries Is 4.5 percenl,except as noted in[72 P.S.§9116(a)(1)]. . The tax rate Imposed on the net value of trznsfers to or for the use of the decetlenfs siblings is 12 percent[72 P.S. §9116(a)(1.3))-A sibling is defined, under Section 9102. as an indlvidual who has at least one parent In common with the clecedent.whether by blood or adopGon. REVa5o8 EX+(o8-�zl "'�;r� y. pennsylvania SCHEDULE E oePnaTwervroFaevErvue CASH, BANK DEPOSITS & MISC. `""ER"""`Er""Rrr�R" pERSONAL PROPERTY RESIDENT DECEDENf ESTATE OF: FILE NUMBER: Donald E. McCalister 21 13 0906 _---- — ------ -- — ----- fadcac the proceeds of li[igabon and the date the proceeds were received by the estate. all property joinNy owoed with right of survivorship must be disclosed on Schedule E cy�, . . , _. _. .. _._ .__— ._. . __ NUMBER � � T VALUE AT DATE DESCRIPTION _ __ OF DEATH �. ESTATE OPENED FOR LITIGATION PURPOSES-PLEASE SUSPEND 0.00 I ' i � I �_ _ __ TO7AL(Also en[er on Line 5, Recapitulation) $ 0.00 If more space is needed, use additional sheets of paper of the same size. _ , � o � � rn � � i � . � � 1 . �-' P L�i. ��i�� .i!t � � �� Ki 1 �� 3 ( g � r- �� x v � C �°� � � �. O � �� C'1 C �' _ [�_k.� ,< C9 � � _ �, � �� °, . -� v _ ^ � � Do � - ' � c Q = _' �t . � �' s ` �" � c-� _ � 0 0 - c i� � _ �` ca � � _ �� W m `� - '�, N CD .LJ _ �-. � �. ,j N - (D = �� 7�° ' ` o � _ � � � � _ �� < , � ° = k�� o � _ ,�� N - " — — �� , ` �� ,�� ;. k�� P ' v`k� � , yr � I, ;ii � i �� r t! ��i'< ,; �`ik s�l '� � �� , x � „ �� •'� �� , � . *y",� �� ys �: t�� U` ii �e n �il � "�' 1', *. .x �5�q. � t� �' i- �r � �� r iw j I i ,3�i� � . �, � � i, �E �� . z j. .� r. � �Y � i r 2F9+� 54 f . k � t t�tl! �i �; ¢, ,� �. , r � �: - , .�� ; � � ' � � � � t � I. ' ' �.i �9 �F� �� j , 1 .a�' i Y� ( !I � 'pi�' }t �. 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