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Home My WebLink About12-04-14 (2) J 15D561�143 REV-1500 Ex�°2,,, � OFFICIAL USE ONLY PA Department of Revenue pennsylvania councy code vea� File Number Bureau of Individual Taxes DEPARTAffNTOFREVENUE PO BOX.280601 INHERITANCE TAX RETURN 21 13 1277 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 181 07 0526 10 26 2013 11 03 1914 DecedenYs Last Name Su�x DecedenYs First Name MI SAWYER EDWARD g (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name M� 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 O 2. Suppiemental Return � 3. Remainder Retum(Date of Death Prior to 12-13-82) � 4. LimltBd Estate � qa,Future Interest Com romise (data of death after�2-12-az) ❑ 5. Federal Estate Tax Return Required � g. Decedent Died Testeta � Deceda t Maint ned a Living Trust 1 8. Total Number of Safe De osit Boxes (Attach Copy of Will) ❑ (Atlach�opy of�rust) p � 8. Litigation Proceeds Received � �p.S ousal P ven Credit(Date of Death 11.Election to tax under Sec.9113 A b�tween 1�2-31�J1 end 1-t-95) � (AttaCh SChedule 0) ( ) - CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number EDMUND G MYERS (717) 761 4540 REGISTER OF WILLS USE ONLY First Line of Address 301 MARKET STREET n � � � Second L1ne of Address � c� � 4rn.,� C'> � �.�.� ,,,_ O PO BOX 10 9 �-,.� � n c� cn � ' I �.. c� City or Post O�ce ""-� �D FIL C;1 � State ZIP Code „ ....i ,� LEMOYNE PA 17 0 4 3 � �� ,.� c� —r� --� = ; � [_" �" Cy CorrespondenYs e-mail address: e m dsw.com � --� � rn �y Unde naities of perjury,I declare that I have examined this retum,includin9 accom an fn schedules and statements,a the best of m owle e F' it i rue, rrect and complete.DeGaration of preparer other than the personal representalive is based on all information ofW ich preparer h y knowled9�e,belief, I OF PERSON RESPONSIBLE FOR FILING RETURN DATE { v. . r7- �.,Dc._, �' - � , �. �2..s�orcf. ADDRESS �� 3607 Derrv Street, Harrisburq, PA 17111 I' SIGNAT OF PREPARER OTHER THAN REPRESENTATIVE DATE '` � ,�j I�✓� Edmund G. Myers �J � � � L� I ADDRESS 4; 301 MARKET STREET, Lemoyne, PA 17043 �� i? � Side 1 � �� 1505610143 1505610143 � �' � •� �; � PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Sawyer, Edward H 21-13-1277 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 prepare s any knowledge. Signature#2 Name Be Sa er rown Address1 1465 Hillcrest Court Address2 City, State,Zip Camp Hill,PA 17011 Date — �"� � 1505610243 REV-1500 EX DecedenYs Social Security Number Decedent'sName: SaWyer� EdWal'd H 181 07 0526 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&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits&Misceilaneous Personal Property(Schedule E)............... 5. 19, 4 8 5 . 62 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous I�nq-Probate Property (Schedule G) �� Separate Billing Requested............ 7, 8. Total Gross Assets(total Lines 1 through 7)........................................................ g, 19, 485 . 62 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 15 . �0 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ ��. 15 . �0 12. Net Value of Estate(Line 8 minus Line 11)............................. . ... 19, 4 7 0 . 62 . . ....................... 12. 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 Taz(Line 12 minus Line 13)............................................... 14, 19, 4 7 0 . 62 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. 0 . Q 0 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0� 16. Q . Q Q 17. Amount of Line 14 taxable at sibling rate X.12 0 . �� 17. Q . Q Q 18. Amount of Line 14 taxable atcollatera�rateX.15 19, 470 . 62 �8. 2 , 920 . 59 19. TAX DUE................................................................................................................ 19. 2 � 920 . 59 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-13-1277 Decedent's Complete Address: DECEDENT'S NAME Sawyer, Edward H STREET ADDRESS 824 Lisburn Road CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 2,920.59 2. Credits/Payments A. Prior Payments B. Discount Total Credits(A +B) (2) 3. Interest (3) 31.13 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) 2,951.72 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 shail use the property transferred or its income:.................................. � 0 c. retain a reversionary interest;or............................................................................................................... ❑ � 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?....... ❑ �x 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 January 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)j. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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 decedenYs 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. Edward H Sawyer . . . #Days to Add Amt on which interest based 2,920.59 for Holiday Filing Deadline Decedent Date of Death Sat, Oct 26,2013 � Mon,Jul 28,2014 9 Months After DOD Sat,Jul 26,2014 Final Payment Date Wed, Dec 3,2014 Suggested Interest 31.13 Daily Interest Amount PrincipaiTaxDue 2,920.59 Year Rate #Days for Year Credits 1990 .000301 Interest �1.13 1991 .000301 TaxDue 2,951.72 1992 .000247 7993 .000192 1994 .000192 1995 .000247 1996 .000247 1997 .000247 1998 .000247 1999 .000192 2000 .000219 2001 .000247 2UO2 .000164 20U3 .000137 2004 .000110 2005 .000137 2006 .000192 2007 .000219 2008 .000192 2009 .000137 2U10 .000110 2011 .000082 2012 .000082 2013 .000082 2014 .000082 130 31.133489 Suggested Interest 31.133489 Note: does not include interest fnr dates befare 199b. Rev-1508 EX+(11-10) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCETAXRETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER _ Sawyer, Edward H 21 13 1277 � Include the proceeds of litigation and the date the proceeds were received by the estate. All propertyjointly-ownedwith the right ofsurvivorship must be disclosedon schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Janney Montgomery Scott-Janney Advantage Insured Sweep-Cash Account-Date of 19,336.55 Death Value is Attached 2 Oppenheimer Advantage Bank Deposit-Cash Account-Date of Death Value is Attached 149.07 TOTAL(Also enter on Line 5, Recapitulation) 19,485.62 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) 1 � , . 1' � w rv � � + � I F�'.. �c m � /,'�^ � � N N o � � � Q A W N N O l0 00 V 61 U1 � � Q1 � Q r-v� . � jN � �. _ � . � � � I 3 y Q `� 9i � � o o r v N Q�. - � � O C71 p O lJ7� N O G7 O fa ,,�.�, v � � �� o � o 0 o d o m o o �_ S � D' � O lD O O O O N Ol O O - '� � •'s S � S V�f N � � � nmi O � 07_ _ � ry � .� y �. C � �y G O � � v c � H 6 � O W � � � tD n 7 �� Q'� � � � 3 3 n < D � � fD � � ? p� —I � A v"1 � D = T u, F I' . l 'Y � Q, , tn X � m �' — � ,� � � �f�x�� Z x � � a a � � .Q. 1.+� m �-. m j � � S � �` n C � N � 7 n 3'i � � � d � N 7 (D � � pNj 7�" a O1 � � � � �p -<,�. � O � . 3 � r�r � � R ' _ O ._� � G. � ` � I-� '`� _ �34'� O fyD � m .�i"'i c�oo o � '-a' oNo w � �.. ...1�� N V V � W 00 0�0 iJ N W � _ . n O ` V1 .P O 7C � A V � � O 7c D O O O Oo O O � I N Q7 A V A N 61 l0 O. V A � I � _ ` � � � O � � O O � I-~+ N N A N �Y� ' � l0 1-� 61 O DO O t0 01 O N A � O N O L17 O N Ol N f+ I-+ V . � � Ol W Y V I-+ W V1 81 O l0 I-` �d � o �c�i+ � o o uVi o o�o w vn'i o - r<�:i �:: : `. � � � �� , r�s:.� _� I � ''� � � � '� `� .;� � O -,OVD V W W O O lVn � O .O , . O F+ tD V 01 O O F+ 4!7 O O V T W F+ N F+ O O U1 N O O � �F '�:? � � � ;�,P..�'�� ` '�;�� ''�� ,�� 1 � �., f��. { ;�:.�� 1 �O�i Q�i . �- A � � O N N N N � � �:� :a �.. F+ ' i-+ m �n oo .i o n� a oo m ;sy,. w o u+ rv w a r Y w � u, rn N 00 �. ' h' A 00 V CI7 N tD �D 00 A �gt° :� '� . cn W ��. i-� 0 V V i+ � i-+ iD (n Oo 'V� i�:''m,�.iE,,,�� o �o , w co cn r.� w w .i O A w �-�sY�;��- z•-• eee��' rF Y�•� 1 ��' �� NW �I Q� t~J7 I��'i... ''' � � ? O A O q O O � W O O `7�-'�� Y O� 1+ O O O Q F-� 00 N O Sti�'y' � � h+ W 00 O O O c.� VI p1 b O 3:: 1e;y . .� g. c:'�� . : � ' � . i � ��_,,�� r'�� ' `�i � � iN7t O W 01 W 00 O O O J O O ,�� ' . . . lD QI F+ N V 01 O O O (N N O �,';� K" , � W W V . Vt 1� O O O .A l0 O .E ._i:::i i•iv�r° e N � "� -„y . � �' ^ �u�T�jn . CO 4y° 61 �� °. }�; I � \ �PPENHEINiE Oppenheimer&Co.Inc. � � 1015 Mumma Road � Wornileysburg,PA 17043 Phone 717-�63-8200 Fax 717-763-1755 Toll Fxee 800-722-2294 � Tcansacts Business on all Principa!F,xchanges January 14, 2014 � 7his report is for illustr�;;o�,�{irp�ses only�it is r�at and sE�ould not be coi�strued as a si�L•stru;��a;ro��r�;,hF�,,,�;;;��r��Ca.lr�c.��count statement or forin 1099 ano;h:»;�:��n;rr.•r�,it�t;�U9fl fOf 18%fB Dflj B M&T Bank P�fPoses. Market pra,r.=�;(�f;�teo are��o+/p,��d are irom sources befieveu to be rei�aoie au[are not warranted by us as Attn: Shelly Kunkel,Esq, to accuracy or completeness eor cto fliey represenl quaranteed markets 3607 Derry Street forthe securities.i'his u�farmatian is sub�ect to change. Commissions, sales charges or deierred ciauge.s mrght apply if iho acCount were to be Ha�risburg, PA 17111 Immedia;efy liquidated UppenheimQr&Co.I��c,, nor.any of its employees or a(fitiales aoes��ot offar fegal or tax advico. RE: Acct#A09-Q2319Q 1-128 Edward H. Sawyer � Dear Shelty: Per your request dated December 31,2013,please find below the date of death valuation for the above-referenced account for October 26,2013. Since Ocfober 26t�'was a Saturday,the fo�lowing values reflect the closing dates of October 25 and October 28. �eC�'��X uantit Oct. 25 Vatue g Oct.28 Value �,�dv�:��. ,; �� ` "` 149.07 $149A7 ' ��s PPL Corp 600 $18,042.00 $18,048.00 Invesco High Yield Fund 18,901.36 $85,245.12 $85,245.12 Invesco Van Kampen PA T/F Inc. 679.35 $10,665.76 $10,665.76 Eaton Vance Gov't Oblig Fund �,SS1.Od $12,790.41 $12,790.41 Franklin Income Fund 35,614.98 $85,832.11 $85,832.11 Income Fund of America 7,259.39 $148,G72,31 $148,b72.31: Prudential Nat'I Muni Fund 2,321.01 $33,886.70 $33,886.70 Wells Fargo Advtg. PA T/F b,544.93 $73,761.32 $73,761.32 Invesco Van Kampen PA T/F 4,66Q.I7 $72,978.28 $72,97g,2g �� American High Income Muni 1,785.94 $25,788.97 $25,788.97 Dreyfus Prern St Muni Bond Fund 5,546.17 $86,963.93 $86,963,93 Frankiin T/F PA Income Fund b,047.67 $60,355.78 $60,355.78 B1ackRock MuniYield PA Qlty Fd 1,050 $13,67I.00 $13,671.00 Invesco PA Value Muni Inc. Tr 616 $7,804,72 $7,gQ4,72 Nuveen PA Invt Qlty Mun Fund 1,135 $14,516.65 $14,SI6.65 Total Value Total Value $751,124.13 $751.130.13 REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN qDMINiSTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Sawyer, Edward H 21 13 1277 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2. Attorney's Fees 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zio Relationshio of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 15.00 See continuation schedule(s)attached TOTAL(Also enter on line 9, Recapitulation) 15.00 Copyright(c)2009 form software oniy The Lackner Group,Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Sawyer, Edward H 21 13 1277 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costc 1 Cumberland County Register of Wilis-Filing Fees for Supplemental Return 15.00 H'B� 15.00 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)