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Home My WebLink About10-22-14 (2) 1505610105 REV-1500°`(O2-11)(R) 1 OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes County Code Year File Number PO BOX 28o6oi INHERITANCE TAX RETURN .-fit +' ( qq' Harrisburg,PA 17128-o6oi RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 07/23/2014 01/22/1914 Decedent's Last Name Suffix Decedent's First Name MI KISTLER GLADYS R (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 QID 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) CM 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 DIRECTED TO: Name Daytime Telephone Number PETER A SWARTZ (171)691-7706 REGISTER OF WILLS USE ONLY N Q First Line of Address C O s 204 COCKLEYS DR Mi a Second Line of Address T- rV rrI N �O FDATE BLED _O City or Post Office State ZIP Code MECHANICSBURG PA 17055 Rj --1 r i Cn C d Correspondent's e-mail address: PAS1919@COMCAST.NET 00 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. URE.0F PERSON R P SIB OR FILING RET DATE 10/22/2014 ADD S SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: RECAPITULATION 1. Real Estate(Schedule A). ........ .................................... 1. 0.00 2. Stocks and Bonds(Schedule B) ..... .................................. 2. 0.00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable(Schedule D)........................... 4. 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)....... 5. 7,846.83 6. Jointly Crooned Property(Schedule F) O Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 0.00 8. Total Gross Assets(total Lines 1 through 7)............................. 8. 7,846.83 9. Funeral Expenses and Administrative Costs(Schedule H)................... 9. 0.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10. 0.00 11. Total Deductions(total Lines 9 and 10)................................. 11. 0.00 12. Net Value of Estate(Line 8 minus Line 11) .............................. 12. 7,846.83 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. 7,846.83 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.0 45 16. 353.11 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. 353.11 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX(FI) Page 3 He Number Decedent's Complete Address: DECEDENTS NAME GLADYS ROMAINE KISTLER STREET ADDRESS 1000 WEST SOUTH ST TODD MEMNORIAL HOME CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 353.11 2. Credits/Payments A.Prior Payments B.Discount 17.65 Total Credits(A+B) (2) 17.65 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) 335.46 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.......................................................................................... ❑ E b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ E c. retain a reversionary interest.............................................................................................................................. ❑ E d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ N 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ N 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ 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-i5o8 EX+(98-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS &MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GLADYS ROMAINE KISTLER 21140991 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 Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T BANK checking account 51574624 7,846.83 TOTAL(Also enter on Line 5, Recapitulation) $ 7,846.83 If more space is needed,use additional sheets of paper of the same size. LAS"_' WILL AND TESTPtt_PNT OF RO-MAINE GLADYS XISTLEP c I, ROMAINE.' GLAD'S XISTLEr, of 3. 7ockakav Drive, Camp Dill , Pennsylvania, being of sound and disposing :Lind, menory anal under- sta_neina, do make, Dublish and declare this to be ?:'_y Last TIM and Testament, hereby• revol-ing and making void all former I-:ills by ne at any time heretofore :rade.. 1. I direct the payr^z.rt of all ny just debts and funeral expenses as soon as conveniently nav be aftor my decease. 2. 1•11 the rest, residue ane remaineer of my Estate, real, personal and nixed, vehatsoever and wheresoever situate, I give, devise and heaueath in equal shares unto my nieces and renheu-s: Patricia P. Trimmer, .Darlene o Smith,, Carolyn L. Linn, Edward K. Swartz, of Olathe, Ranses and Peter A. Swarts. I 3. I i i I ror^inate, constitute anC appoint my nephew, Peter A. Swartz, to be the Ez:ecutor of this, my Last Tiill and Testament. In .the. evArt that he shall he unable or unwil.lina to serve in such capacity, I appoint ny niece, Carolyn L. Linn, in his _lace an6 stege,. T_ direct that my Executor shall not be required to file bond to secure the faithful performance of his duties in any juristaiction. I authorize and emperer r_.y personal representative, in his sole a%n_! a!�solute eiscretion, to nurchasE or nther•-_5s? acquire ane retain f anv inv�Stme.nts cf wll%ich T_ eif* sriiape. or anv real or personal pro- ert'r OF ar.V .^,attr,'r tC sell , lease, ^lE?Ci6@, ::EOrtCaa@, t_ansfer, --changr_, G'is7ose of, or grant options i_7 recare to ant., or all- pro- i )^r+`. cf anv ?-ine, forn.i_lc a '^art of V ?'s-ate- For suc1? le s an s1c": i ?rices as he ma-, r?eem aevise. le, to borrow noney For any purposes t cornc-ctve t.>ith the ^rotection ane Preservation C` 1'y Estate: to -1- MI 1 COMMOTWEALTH OF PENNSYLVANIA ) ' ) SS. COUNTY OF CUMBERLAND ) I, ROMAINE GLADYS KISTLER , Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified accordina to law, do hereby acknowledge that I signed and executed the instrument as my Last gill; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by the above Testatrix this - ,_{; day of June A.D. 1986. Notary Public COMMONTWFALTF OF PENNSYLVANIA ) SS. COMITY OF CUMBERLAND ) [ve, and ElizabethA._ Curll the witnesses whose names are sianed to the attached or foregoing — instrument, being duly qualif-9q COES'N VOL-Si � do depose and say that we were present and sato- , Testatrix sign and execute the instrument as her Last Will; that ROI-IAII7E GLADYS. KISTLER executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of P,0,3AINE GLADYS KISTLER , Testa trix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix. *as at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. r Sworn or affirmed to and subscribed before me this day of :Tune A.D. 1986. i - Notary Public