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Home My WebLink About06-19-14 ) REV-1500 EX(01-10) 1505610143 PA Department of Revenue ; OFFICIAL USE ONLY P pennsylvania County Code near File Number Bureau of Individual Taxes DEPARTMENT Or eavaevE PO BOX.280601 INHERITANCE TAX RETURN 2 1 11 01381 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 12 10 2011 07 12 1975 Decedent's Last Name Suffix Decedent's First Name MI STUMP KAREN M (If 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 ® 1. Original Return ❑ 1 Supplemental Return ❑ 3. Remainder Return(date of death prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a.Future Interest compromise ❑ 5. Federal Estate Tax Return Required (date of death after 12-12-82) ❑ 8 Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 8, Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Tmsh p ❑ 9. Litigation Proceeds Received ❑ 10.Spousal Poverty Credit(date of death 11,Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) ❑ (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name o 77 n Daytime TgephoFie Nomber MICHELLE L SOMMER X917 RA 92059 00, z n 1 rn -- - REGISTER OF Will USE ONLY C, C=) First line of address ' �` .-� -1-( --yt 2 WEST HIGH ST Second line of address N 00 O _ D CO _n City or Post Office State ZIP Code DATE FILED CARLISLE PA 17013 Correspondent's e-mail address: MIS @abomkutulakis.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. N URE OF PERSON R SPON IBLE FO S�LING RETURN DATE 2y7 �� 7lyy� Raymond L. Stump t f ( IgII� ADDS+ 22 Knoll Lane, Newville, PA 17241 A URE OF PREPARER HER ir l,REPRESENTATIVE DATE kin l/° `- Michelle L Sommer U ,a DRESS 2 West High St, Carlisle, PA 17013 Side 1 L 15 05610 143 1505610143 J \� I J 1505610243 REV-1500 EX RECAPITULATION. 1. Real Estate(Schedule A).......................................................................................... 1. 0 . 00 2. Stocks and Bonds(Schedule B)............................................................................... 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D)...........................I.............................. 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 406 . 8 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7, 8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 406 . 8 9 9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 11 , 210 . 60 10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1).......%........................ 10. - 11. Total Deductions(total Lines 9& 10)...................................................................... 11. 11 , 2 1 0 . 60 12 Net Value of Estate(Line 8 minus Line 1 1)............................................................. 1 2. - 10 , 8 0 3 . 71 - 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which -an election to tax has not been made(Schedule J). ... ........................... 13, 1 4. Net Value Subject to Tax(Line 12 minus Line 13)................................................. 14. - 10 , 8 0 3 71 TAX COMPUTATION-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.00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. 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. 0 . 00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 L 1505610243 1505610243 J a REV-1500 EX Page 3 File Number 21 - 11 - 01 381 Decedent's Complete Address: CEDENT NAME Stump, Karen M STREET ADDRESS -- -- -- - -- — 985 Forge Road STATE ZIP -- Carlisle PA 17015 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) 0,00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. - (4) - Check box on Page 2 Line 20 to request a refund — -- 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;..................................... ............. ........... b. retain the right to designate who shall use the property transferred or its income;...... ...... c. retain a reversionary interest:or..._....................-__.................._.................._......__._......._....__........... �1 d. receive the promise for life of either payments,benefits or care?.......................... .................................. . ❑ L^_J . 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receivingadequate considerat ion?..........._............................................................__......................................... ❑ 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 contains a beneficiary designat ion?.................................._.......................................................................... ❑ 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 surwvmg spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Januarryy 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 staNte 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 172 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 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)1. A sibling is defined under Section 9102,as an individual who has at least one parent in common with the decedent,wfiether by blood or adoption. SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stump, Karen M FILE NUMBER 21 11 01381 All real property owned sole)y or as a tenant to 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 which 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. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM NUMBER DESCRIPTION VALUE AT DATE OF 1 None DEATH TOTAL(Also enter on Line 1, Recapitulation) SCHEDULE E COMMONWEALTH OF PENN$VLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Stump, Karen M FILE NUMBER 01381 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF 1 Members 1st Federal Credit Union DEATH 381.79 2 Cornerstone Federal Credit Union 25.10 TOTAL(Also enter on Line 5, Recapitulation) 406.89 1 1r 1 SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNEP wENsES& . INHERITANCE EC RETURN ADMIN�� RESIDENT DECEDENT /'YJ ESTATE OF Stump, Karen M FILE NUMBER 21 - 11 - 01381 ITEM Debts of decedent must be reported on Schedule I. NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Ewing Brothers Funeral Home, Inc. 4,591.30 2 Laurel Hill Memorail Gardens -Vault, Grave Opening, Monument 6,312.80 3 Royer's Flowers 225.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Raymond L. Stump Street Address 22 Knoll Lane City Newville State PA zip 17241 Years)Commission paid Commission Waived _ 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Filing Fee-Cumberland County Register of Wills Filing Fee- Renunciation - Register of Wills 75.50 6.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL(Also enter on line 9, Recapitulation) 11,210.60 s REV-1513 EX-(11-08) SCHEDULE J COMMONWEALTH O' PENNSYLVANIA BENEFICIARIES INHERrANCE TAX RETURN RESIDFNT DECEDENT ESTATE OF Stump, Karen M FILE NUMBER ___ __ F E 21 - 11 -01381 i RELATIONSHIP TO SHARE OSTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words)- ($$$) RECEIVING PROPERTY Do Not LiSt Trustees) j, TAXABLE DISTRIBUTIONS[include outright spousal distributions,and transfers under Sec.9116(a)(1,2)) - 1 Ethan Fetter Son one-third 0.00 22 Knoll Lane Newville, PA 17241 2 Lucas Fetter Son one-third 0.00 22 Knoll Lane Newville, PA 17241 3 Halia Fetter Daughter one-third 0.00 22 Knoll Lane Newville, PA 17241 Enter dollar amounts for distributions shown above on lines 15 through 18 on 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 B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00