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Home My WebLink About05-06-14 1505610105 REV-1500 EX(° 11)(FI) PA Department of Revenue pennsytvarda OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg,PA 17128-o6ot RESIDENT DECEDENT 1;11 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 03/26/2014 12J25/1921 Decedent's last Name Suffix Decedent's First Name MI WILSON CRYSTAL B (N 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 M 1. Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) C ) 4,Limited Estate C' 4a.Future interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12.12-82) C-1 6. Decedent Died Testate C7 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) C3 9.Litigation Proceeds Received C=D 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 DIRECTED T0: Name Daytime Taiephone.Number r` ry SALLY J. WINDER (717) 776-61656 ° �D m c o M � REGI fOjgWLLS U- NLY- TTt First Line of Address r- Z M M a:) a.Y / Q p C--) O -0 71 Second Line of Address T Z3 C> C F + n P.O. BOX 341 �I tom" M G] � -TI City or Fast Office Stara ZIP Code *ATE FILED ..0 NEWVILLE PA 17241 Correspondent's e-mail address:JNSMCCREA3@COMCAST.NET 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,con4t and complata.Declaration of preparar other than ft personal representativs is based on all information of which preparer has any knowledge. SIGN ATUR OF PERSON R NS L FLUNG RETURN AT w� / -70,01+l ADDRESS 635 MOUNT IkOCK RD, CARLISLE, PA 17013 G T OF PREPAREROH jHAtJ gEPRESENTATNE DATE d It"Y�l ut! A- 04/30/2014 ADDRESS F.O. BO 341 NEWVILLE PA 17241 PLEASE USE ORIGINAL FORM ONLY Side 1 �II� 1505610105 1505610105 J 1505610205 REV-1500 EX(Fl) Decedent's Social Security Number Decedent's Name: CRYSTAL B. WILSON 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 and Notes Receivable(Schedule D) ...... ... .... ..... ... ..... . 4. 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). . .... . 5. 101,560.71 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 1 through 7)....... ...... ...... . .... ... . . 8. 101,560.71 9. Funeral Expenses and Administrative Costs(Schedule H)....... . ... ... . .... 9. 15,292.16 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1).. ............. 10. 11. Total Deductions(total Lines 9 and 10).... .... .. ...... ..... .. .......... 11. 15,292.16 12. Net Value of Estate(Line 8 minus Line 11) ..... ....... .......... ....... . 12. 86,268.55 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . .... ...... .. .... .. ..... 13. 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) ...... ............ ...... 14. 86,268.55 TAX CALCULATION-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.0_ 15. 16. Amount of Line 14 taxable at lineal rate X.045 86,268.55 16. 3,882.09 IT Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18, 19. TAX DUE ....... .... .... ............. .. ...... ........ .... ..... .... 19. 3,882.09 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p Side 2 1505610205 1505610205 J REV-1500 EX(Fl) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME CRYSTAL B. WILSON STREET ADDRESS ` -- WALNUT BOTTOM ROAD CRY SHIPPENSBURG STATE PA ZiP 17257 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 3,882.09 2. Credits/Payments A.Prior Payments S.Discount 1 94.11 Total Credits(A+g) (2) 194.11 3. Interest (3) 4. If Una 2 is greater then Line t+Line 3,enter the hence. This is the OVERPAYMENT, Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line t+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3,687.98 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.......................................................................................... I] 0 b. retain the right to designate who shall use the property transferred or its income............................................ ❑ N c. retain a reversionary interest.............................................................................................................................. ❑ E d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ E 2. if death occurred after Dec.12,1902,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ ■ 1 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 containsa beneficiary designation? .............................................................................................., .................. ❑ n 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 decedents lineal beneficiaries is 4.5 percent,except as noted in[72 P.S. • The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent[72 P.S.§9116(x)(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-1508 IX+(11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS&MISC. '""DANCE TAX REWN PERSONAL PROPERTY. RESIDENT DECEDENT NT ESTATE OF: FILE NUMBER: CRYSTAL B. WILSON 21-14-0358 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly owned with right of survivorship must be disclosed on Shcedule F. STEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. F&M TRUST,CHECKING ACCT 0003604209,DATE OF DEATH BALANCE 12,809.51 2. F&M TRUST,CHECKING ACCT 0003518272,DATE OF DEATH BALANCE 76,443.69 3, ORRSTOWN BANK FUNERAL TRUST IN NAME OF DECEDENT 12,307.51 TOTAL(Also enter on Une 5, Recapitulation) ap 101,560.71 If more space Is needed,use addition)sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERrTANCE fAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEOW ESTATE OF FILE NUMBER CRYSTAL B. WILSON 21-14-0358 Decedent's debts must be reported on Schedule I. ITEM NUMSER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' FOGELSANGER BRICKER FUNERAL HOME,FUNERAL ACCOUNT 11,983.16 2 TRINITY UNITED METHODIST CHURCH,FELLOWSHIP FOLLOWING FUNERAL 250.00 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: 750.00 3. Family Exemption:(If decedents address is not the same as claimant's,attach explanation.) Claimant Street Address city State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 210.00 S. Accountant fees: 6. Tax Return Preparer Fees: 100.00 7. PA.DEPT OF REVENUE,2013 INCOME TAX 1,999.00 s. 10. 11, 12. TOTAL(Also enter on Line 9, Recapitulation) ; 15,292.16 If more space Is needed,use additional sheets of paper of the same size. M-1513 EX+(01-10) pennsytvania SCHEDULE +� INMEWANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: CRYSTAL B. WILSON 21-14-0358 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not Ust Trustee(,) OF ESTATE I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under Sec.9115(a)(1.2).) I. HAROLD G.WILSON,244 HIGH MOUNTAIN RD,SHIPPENSBURG,PA SON 113NET 2 SALLY B.SANDLIN,3354 ST ANDREWS OR,CRAMBERSBURG,PA DAUGHTER 1/3NET 3 JERRY L.WILSON,835 MT ROCK RD,CARLISLE,PA SON 1/3NET ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 3S THROUGH 18 OF 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: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART It—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. FMM20 South Main Street Box TprT Ch ambersbu xg,PA 17201 Last statement: March 07, 2014 Page 1 of 1 This statement: April 07, 2014 0003604209 Total days in statement period: 31 (0) Direct inquiries to: 717 960-1400 '"""""""•AUTO"&DIGIT 170 2019 0.5920 AT 0.406 8191 F & M Trust 111111111dII IPII 11 111 ll119111111 111'1111i1111111111 1901 Ritner Highway MATTE C WILSON Carlisle, PA 17013 JERRY L WILSON CUSTODIAN FOR 635 MT ROCK RD CARLISLE PA 17015-7423 Free Checking Account number 0003604209 Beginning balance $12,809.51 Low balance $12,809.51 Total additions 1,130.00 Average balance $13,064.67 Total subtractions .00 Avg collected balance $13,064 Ending balance $13,939.51 CREDITS Date Description Additions 04-01 ' Preauthorized Credit 1,130.00 US TREASURY 310 XXVA BENEF 140401 DAILY BALANCES Date Amount Date Amount Date Amount 03-07 12,809.51 04-01 13,939.51 OVERDRAFT/RETURN ITEM FEES Total for Total this period year-to-date Total Overdraft Fees $0.00 $0.00 Total Returned Item Fees $0.00 $0.00 Thank you for banking with F& M Trust F9M20 South Main Street PO Box TRUST Chambersbu rg,PA 17201 Last statement: February 27, 2014 Page 1 of 1 This statement: March 27, 2014 0003518272 Total days in statement period: 28 (0) Direct inquiries to: """AUTO"SCH 5-DIGIT 17007 717 960-1400 122 0.7080 AV 0.361 1 1 122 F & M Trust IIII„illli,lll'llllhlll"II'111'I'illlllhilli"ilil'I'llllllll 1901 Ritner Highway CRYSTAL WILSON Carlisle, PA 17013 JERRY L WILSON CUSTODIAN FOR 635 MOUNT ROCK RD CARLISLE PA 17015-7423 Free Checking Account number 0003518272 Beginning balance $83,796.73 Low balance $76,443.69 Total additions 135.22 Average balance $77,651.86 Total subtractions 7,488.26 Avg collected balance $77,651 Ending balance $76,443.69 CHECKS Number Date Amount Number __Date Amount 507 _ _ 03-03 6,803.00 509 03-20 655.22 508 .__ V6-24 30,04 ---- - CREDITS Date Description Additions 03-03 Deposit 135.22 DAILY BALANCES Date Amount Date _ Amount Date___ Amount 02-27 83,796.73 03-20 76,473.73 0303 77,128.95 03-24 76,443.69 OVERDRAFT/RETURN ITEM FEES Totalfor Total this period year-to-date Total Overdraft Fees $0.00 $0.00 Total Returned Item Fees $0.00 $0.00 Thank you for banking with F& M Trust