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Home My WebLink About06-23-05 REV.150Q EX (6-00) REV-1500 '* COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE . DEPT. 280601 . HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN FILE NUMBER ~I - 0 5 RESIDENT DECEDENT COUNTY CODE YEAR .... Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Stump, Elma 0 - ------- ----- ..._-_...__.._-----~" DATE OF DEATH (MM-DD-YEAR) -~: :10,-n.5.__ () J-/ - J 't (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) W I- ~~en UIX~ w!LU :t:OO UIX..J !La:! !L <C [!J 1. Original Return o 4. Limited Estate o 6, Decedent Died Testate (Attach copy of Will) o 9, Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale ofdealh after 12-12-82) [!J 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I- Z W C z o !L en w IX IX o U NAME Jolene Jones F1RMNAMi: (lfApPlicabl~)- COMPLETE MAILING ADDRESS 881 W. Old York Road Carlisle, PA 17013 TELEPHONE NUMBER- 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 162,100.00 35,702.14 z o 3 ::;) !::: a.. <( u w 0::: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (6) (7) (9) (10) 14. Net Value Subject to Tax (Line 12 minus Line 13) z o ~ ~ ::;) a.. :!E o u g SEE INSTRUCTIONS ON REVERSE SIDE 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) 191,656.33 x.O 45 (16) 16. Amount of Line 14 t~xable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate x .12 (17) x ,15 (18) 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT () 5 ~'l_ NUMBER SOCIAL SECURITY NUMBER :?J9L THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death prior 10 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) r".) (8) 4,719.96 1 ,425.85 (11) (12) (13) 197,802.14 6,145.81 191,656.33 (14) 191,656.33 8,624.53 (19) 8,624.53 Decedent's Complete Address: STREET ADDRESS n_E1ma D. Stump --- CITY I STATE I ZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 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 [KJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [KJ c. retain a reversionary interest; or.......................................................................................................................... 0 [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [iJ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 [KJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [KJ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [KJ IF THE ANSWER TO ANY'OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. DATE lJ-U-{j~ Cn~l ,PA. /70J-.~ DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or after J~nuary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of . The statute does not exemot a ttansfer to a surviving spouse from tax, and the statutory requirements for disclosure o' the surviving spouse is the only b~neficiary. For dates of death on or after Julr 1, 2000: The tax rate imposed on the net ,value of transfers from a deceased child twenty-one years of age or younger at death or a stepparent of the child is 0% :[72 P.S. 99116(a)(1.2)]. , The tax rate imposed on the net ~alue of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except; The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9911 individual who has at least one parent in common with the decedent, whether by blood or adoption. . '. -_."M;~ rw_ f7? p~ &9116 (a) (1.1) (ii)]. ,Ie even if (\~\)D ,ve parent, (1 n. :r 102, as an REV-1507 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Stump, Elma 0 FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Larry Stump Note Receivable 44,500.00 2 Joseph Jones Note Receivable 20,000.00 3 Myron Stoltzfus Note Receivable 35,000.00 62,600.00 4 Clara Anl'l Lichtenberger Note Receivable TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 162,100.00 REV-150B EX+ (6-9B) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Stump, Elma 0 FILE NUMBER 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 NUMBER DESCRIPTION VALUE AT DATE OF DEATH Sovereign Bank Acct # 3381190342 32,369.14 1,083.00 2 March Social Security Check 3 Interest payment on Larry Stump Note Receivable 2,250.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 35,702.14 REV-1511 EX+ (12-99)W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Stump, Elma 0 FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 2 FUNERA~ EXPENSES; Funeral Home Funeral Reception First Church of the Brethren 3,879.50 540.46 100.00 1. 3 B. ADMINiStRATIVE COSTS: 1 . Person~1 Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City , State Zip Year(s) Commission Paid: 2. Attorney Fees 200.00 3. FamilyExemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ,Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Pre parer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,719.96 REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT dlECEDENT ESTATE OF Stump, Elma 0 Report debts inourred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH FILE NUMBER 1. Yellow Br~eches Family Practice 94.00 2 Nurses Mailable 837.00 3 Eby Granite Works 95.00 4 Donald Leatherman 375.00 5 Checking iAccount Fee 24.85 , TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,425.85 REV-1513 EX+ (9-00) '* COMMONWEALTH OF) PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DOCEDENT SCHEDULE J BENEFICIARIES ESTATE OF Stump, Erma 0 FilE NUMBER NUMBER I N~ME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DI$TRIBUTIONS [include outright spousal distributions, and transfers under I Sec. 9116 (a) (1.2)] I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE Jolene JOnes 881 West Old York Rd, Carlisle PA 17013 daughter 2 Larry Stumjp 63791 CR 33 Goshen IN 46526 son 3 James Stump 1174 Peiffer Hill Rd Stevens PA 17578 (issue) son 4 Edward Stump, Jr 7860 Rte 183 Bemville, PA 19506 son 5 Clara Ann iLichtenberger 785 Leed Hill Rd Ephrata PA 17522 daughter 6 Norma Je,n Rutter 1418 E. Aire Lebre Lane, Phoenix Al 85022 daughter ENTER DqLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXJljBLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE , i B. CHA11TABLE AND GOVERNMENTAL DISTRIBUTIONS , I I TOTAl:OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 0.00