The URL can be used to link to this page

Home My WebLink About10-11-13 1505610105 REV-1500 EX(ot-ss)(FD !Zq LT OFFICIAL USE ONLY Department of Revenue Pennsylvania Bureau of Individual Taxes "`."'`N F O""`` County Code Year File Number PO BOX 28o6o1 INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT s` I X71 aU ENTER DECEDENT INFORMATION BELOW - Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY : 07/18/2012 09/02/1947 Decedents Last Name Suffix Decedent's First Name MI Kitner Jr. j Vance (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name _ Suffix Spouse's First Name MI Kitner Doris K^ Spouses Social Security Number - __ ` __ -_„ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 1750-5187 REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW m 1. Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4.Limited Estate O 4a. Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) OD 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTEDP:%-J Name Daytime elephpne Number r*1 rn Adam R. Deluca Esq. (717)20-1,177 I REGISTER OFIWIL4SWSE 6N�Yp First Line of Address 61 West Louther Street ' C_;` Second Line of Address ____ ..-...._-._ City or Post Office State ZIP Code DATE FILED Carlisle PA 1 701 1 Correspondent's e-mail address:ardeluca85 @aol.Com Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN T OF PERSON REggg Pppp NSI L FOR FILING RETURN DATE ADDRESS � � 0,!!] (o��/ 4 Wilbert Drive, Carlise, PA 17013 E O % ER(QTIi� N;?�REN�IVE IIATE S — 'ADDRESS 61 West West Louther Street,J\Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J v/ J 1505610205 REV-1500 EX(Fl) Decedent's Social Security Number Decedent's Name: Vance L. Kitner, Jr. RECAPITULATION 1. Real Estate(Schedule A). . . ..... .......... ...... . ..... ...... . ....... . 1. 24,100.00 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. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). .. .... 5. 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ..... . . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property """ (Schedule G) O Separate Billing Requested... . .. .. 7. 8. Total Gross Assets(total Lines i through 7)... ..... ..... .. . ..... ..... .. . 8. 24,100.00 9. Funeral Expenses and Administrative Costs(Schedule H). ....... ..... ... ... 9. 1,775.16 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). ..... .. ..... .. 10. 11. Total Deductions(total Lines 9 and 10). ..... ..... .. . ..... ... .. .. . ..... . 11. 1,775.16 !. 12. Net Value of Estate(Line 8 minus Line 11) ..... ....... ........ ..... ..... 12. ;� 22,324.84 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. 22,324.84 I TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 r (a)(1.2)X.0 0 22,324 84 15. 0.00 i 16. Amount of Line 14 taxable at lineal rate X.0_ 16. ' 17. Amount of Line 14 taxable at sibling rate X.12 17. 18 14 t at collateral rate X.5 bl e 18 19. TAX DUE ..... ... . . . ... .... .. . ..... ..... . ....... . ...... . ..... .. ... 19.i 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENTS NAME Vance L. Kitner, Jr. STREETADDRESS 4 Wilbert Drive CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A.Prior Payments B.Discount Total Credits(A+B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 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.......................................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ E c. retain a reversionary interest.............................................................................................................................. ❑ 0 d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 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. 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.§9116(a)(1.1)(i)]. For dates 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 return 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 decedent's lineal beneficiaries is 4.5 percent,except as noted in[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 defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1502 EX+(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Vance L. Kitner, Jr. 21-13-0020 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 1402 Mountain View Road,Mount Holly Springs, 17065 24,100.00 _ 4 f - ) —z I TOTAL(Also enter on Line 1, Recapitulation.) $ 24,100.00 If more space Is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Vance L. Kitner, Jr. 21-13-0020 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES:, B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: ' .. Name(s)of Personal Representative(s) Street Address City State_ZIP Year(s)Commission Paid: 2. Attorney Fees: 1,446.00 L rte► ..-.�_ 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) y ,� Claimant Street Address City State_ZIP Relationship of Claimant to Decedent 4. Probate Fees: 1 158.50 5. Accountant Fees: 6. Tax Return Preparer Fees: rn..rri+ Z• Jdvertise Estate in Patriot News and Cumberland Law Journal , 17 F. TOTAL(Also enter on Line 9, Recapitulation) $ _ 1,775.16 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+ (01-10) i� pennsylvania SCHEDULE J INHERTTANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Vance L. Kitner, Jr. 21-13-0020 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(Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Doris K.Kitner,4 Wilbert Drive,Carlisle,PA 17013 Wife 100% i , ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 113 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 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 of the same size. LAST WILL AND TESTAMENT OF VANCE L. KITNER I, VANCE L. KITNER, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils. 1. I direct that all my just debts, funeral expenses, and administrative expenses shall be paid from my estate as soon as practicable after my death. It is my wish that upon my death my body shall be cremated and my ashes shall be buried at Cumberland Valley Memorial Gardens Cemetery, Carlisle, Pennsylvania. 2. I give, devise, and bequeath all of my real property and personal property that I own at the time of my death to my wife, Doris K. Kitner. 3. Should my wife, Doris K. Kitner,predecease me, I give, devise, and bequeath all of my real property and personal property that I own at the time of my death to my son, Vance L. Kitner, III. 4. I appoint my wife, Doris K. Kitner, Executrix of this my Last Will and Testament. In the event that Doris K. Kitner is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, Vance L. Kitner, III, as alternate Executor of this my Last Will and Testament. 5. The Executor or Executrix of this Will shall have the power to distribute my estate in cash or in kind, or partly in either. 6. I direct that no Executor or Executrix acting under this Will shall be required to enter bond in any jurisdiction. 7. I recommend that my Personal Representative retain the law firm of Allied Attorneys of Central Pennsylvania, L.L.C., to probate my estate. IN WITNESS WHEREOF, I have hereunto set my hand this `3 day of t, , _ 2012. �}✓i� VANCE L. KITNER Page 1 of 4 The preceding instrument consisting of this and three other pages was on the day and date hereof signed, published and declared by VANCE L. KITNER, as and for his Last Will and Testament in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. 6t, di Witne s Witness Page 2 of 4 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND I,VANCE L. KITNER,the TESTATOR, whose name is signed to the attached or foregoing instrument,having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament;that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. VANCE L. KITNER COMMONWEALTH OF PENNSYLVANIA . S.S. COUNTY OF CUMBERLAND On this q day of )U` ,2012, before me personally appeared VANCE L. KITNER,known fdme (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and he acknowledged that he was the declarant who executed the same for the purposes therein contained. IN WITNESS WHEREOF I hereto set my hand and official seal. otary u NOTAR1AL SEA.r b Gj 1 4i CJ„ i 1}' M�j ... i. .�... .....,.�_._.. Page 3 of AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND WE, �ll f Glzl M e5 and vL� Uc� the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by and kan, p-�rkoe& this day of , 2012. i otar ublic/Attome Page 4 of 4