HomeMy WebLinkAbout09-15-05
REV-t!'lIllEX+(1-97)' ~
COMMONW~YLVANlA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG PA 11128-0601
DECEDENT'S NME (lAST, FIRST, AND MIDDLE INITlAlJ use a ~ block ~....WIlI1:Is
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
S P 0 N S L E R
,
j
OFFIClAl USE OM. y
FU_
2 1 0
5 0 1
3 5
""-""'COlE
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..-.
N .
RUT H
2 0 7 -2 2 -0 7 4 7
DATE OF DEATH
o 1 /2 8 /2 0 0 5
DAlE Of BIRTH
o 6 /0 7 /1 9 1 4
SOCIAl SECURnY NlMlfR
TELEPHONE NUMBER
717 766-3172
1. Real Esta1e (Schedule A) (1)
2. _ and Bonds (Schedule B) (2)
3. Closely Held Corporation, Par1nem.ip or SoIe-Proprie\llIslIip (3)
4. Mortgages & Notes ReceiVable (Schedule 0)
5. Cash, Bank DeposiIs & Miscellaneous Persooal Property
(Schedule E)
6. Joinlly Owned Property (Schedule F)
7.lnler-VIVOS Transfers & Miscellaneoos Non-Probale Property
(Schedule G or L)
8. Total Gross Assets (1DtlI1 Lines 1-7)
9. Funeral Expenses & AdministratiVe CosIs (Schedule H)
10. Debls of Decedent Mortgage Liabilities, & Liens (Schedule I)
11. Total Deduclions (1DtlI1 Lines 9& 10)
15. Amount of line 14laxable
atltle spousal lax rale ,
See ins1ruclions on R!VeISO side lor applicable pen:enlaQe
16. Amount of line 14laxable
at 6% rate
17. Amount of line 14laxable
at 15% rate
,3 0 0
18. Tax Due
19.
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, RRST, AND M1DDI.E INTlAL) SOCIAL SECmrTY NlJ.4BER
THIS RETURN WST BE FLED" DUPLICATE WITH THE
REGISTER OF WILLS
1XI1.0riginalRelum 02.SupplementalRelum 0 3. RemaindefRetum t....._...~12.13-82)
o 4. LimiledEsta1e D4a.FuturelntereslCompromisel....._...12-12.a2J o 5. Federal Estale Tax Relum Required
o 6. Decedenl Died TestaIe ~""",,,WI) 0 7. Decedent Maintained a Living Trusll-.""",..n""l 1. 8. Total Number of Safe Deposit Boxes
o 9. Liligalion Proceeds Received 0 10. Spousal Poverty Credft t.....- _12-31-91.... 1-1-95) 0 11. EIedion III lax under See. 9113(A) ~ Soh 0)
THIS SECTION. T BE COMPLETED. AlL CORRESPONDENCe AND CONFIDENTIAL TAX INFORIIATION SHOULD BE DIRECTED TO:
NAME COMPlETE MAlUNG ADDRESS
J. Robert Stauffer Market Square Building
FIRM NAME (W ApPicabIe)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental BequeslslSee 9113 Trusts \of wtlicl1 an _ III lax has not been
made (Schedule J)
14. NotVatue Subjocllo Tax (Line 12 minus Line 13)
(4)
(5)
(6)
(7)
Mechanicsburg, PA 17055
8 5 0 0 0 0 0 OFFICIAl USE ONLY
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Decedent's Comnlete A dress:
STREET ADORESS
100 E. Keller Street
errl I STATE I ZIP
Mechanicsburg PA 17055
d
Tax Payments and Credits:
1. Tax Due (Page 1 Line 18)
2. Credits/Payments
A. Spousal Poverty Credit
8. Poor Payments
C. Discount
(1)
45,044.67
40 000.00
2000.00
Total Credits (A + 8 + C) (2)
42,000.00
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
4.
T otallnteresWenalty ( D + E ) (3)
if line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 19 to request a refund (4)
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. (SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN ")("'N THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; .............................................................. 0
b. retain the right to designate who shall use the property transferred or its income; ................. 0
c. retain a reversionary interest; or ...............................h........................_.............................._..... 0
d. receive the promise for life of either payments, benefits or care? ...........................................0
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? . ..................... ..................... ................... ..................... ............ 0
3. Did decedent own an "in trust 10(' 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? ..... 0
5.
3,044.67
3,044.67
No
00
00
00
00
00
00
00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. ~9116 (a) (1.1) (i) provided for the reduction ofthe tax rate imposed on the net value of transfers to or for the use ofthe
surviving spouse from 6% to 3% for dates of death on or after July 1,1994 and before January 1, 1995.
72 P.S. ~9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0".4 for dates of death on or after January 1, 1995. The statute does not exemDt a transfer to a surviving spouse
from tax, and the statutory requirements lor disclosure of assets and fifing a tax return are still appficable even if the surviving spouse
is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placing an "x" in the
appropriate space.
Did the decedent create a tnJst or similar anangement which is soley for the surviving spouse's benefit for his or her entire
lifetime? Yes 0 No 0
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time iI will be fully taxable at the rate(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J, Part II, in order to remove iI from the calculation of the tax due in this estate. You may wish to file Schedule 0 in order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits lIhe surviving spouse is taxed at the zero tax rate,
and the remainder is taxed at the rate(s) applicable to the remainder beneficiary[Ies). If you choose 10 make the election, you must
attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(ies).
REV''''''''',,,O .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
SPONSLER N RUTH 21 05 0135
All.... plQperly owned solely or IS a tanant in _0 111\IO\ be rapolled at fair maillot .alue. Fair marl<et value is defined as Itle price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy orsell, bo1h having reasonable knowledge of Itle relevant fads. Real plQperty which Is joinlIy_ wlIh right of
sunriYorshlD mual be dlsctooed OD Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
100 E. Keller Street, Mechanicsburg, see attached settlement sheet
VALUE AT DATE
OF DEATH
85,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
85000.00
AUG-18-2005 08:07 FRQM:MORRISON LAW
7175824220
TO: 6913281
P.2
.. Settlement Statement
U.S. DepartmeJ1t of HCN.I8lng
and Urb.n Devehrpm.lnt
~
,r
S. T~,jlfLoan
1. 0 FHA 2. o FmHA 3. 0 Coo.. ~nln' 1"'''''''''''' -ri;;;.";;;;-. 18'Morl~I~~~
4.0 VA 5.0 CQrIv,tn$. --L
~ This form Is I\Jmished ~gjve you a statement of actual settlement costs. Amounts paid to and by the ~ment 8fW\t afe---
Showrl. Items marlr.ed -(p.o.c.\" were paid 0U\slde dosing; they are shown here 'or Informalfonaf purposes and not
Induded in the totals.
o NilmeafldAdclr8S$d8rllTawer
OMS Awroval No. 2502-<1265
------.------~~--_._--- ..----
:E.l'lameilodAdltrassofS".ler 'F.H8mea~dAd<lfll'&sofr..nder
IN. Ruth Sponsler Estate IThe Bank of Landisburg
I ~
tI. s.nl......l "lI"'lIl
Gerald K. Morrison Es uire
......-
6 West Main Street
New Bloomfield
Lynn R. Russell
Vicki l. Russell
G. Properl~lDCllllor>
Borough of Mechanicsburg, Cumberland County,
Pennsylvania
l-Ol .oct<.
J. Summary of 8orfOW1lT~ Tfan.ll~n
fjlG Gr~" Amount Dl.I. from Borrower
PA
---:-1"'--
08119/2005
17068 ~0IIIe
I /24
85000.00 401. CotllracllSala nrir I -
'" Cl:lnttac:I"..P<iw 85,000.00
,.. Personsltlr'ODlll1Y 402. Pe~l 0f0PlIIty k -=-~
'03 Seltl8menl dlaIU85lO bomMer (line 1400) 2079.00 ..,
"'" ...
10~ 405.
t.d,lusb'n",,",lo, lWma"aId b: s~~ In adYiln.... AdJu..tmenUl fw IIeom. paid Py ...II.r In advan"' -----"'-
-
106...~taxe. ID 4OfI.CIlvItowntadl '0 j;;:::~:
107-;:::-'_ 08I1912OO5ttJ 12/3112005 131.36 407. C...onlv!axeli 081191200510 12131/2005
,oa ........... ID 408 A~menlll ID
'" School 08l1912005w 0613012006 897.15 409. School 08f1$f2G05to 06,1'30J2006
'" Sewer 08l1Q12QOStt.l 09130/2005 29.67 -410 Sewer 08l1912005k1 0913012005 29.67
'" ID ~--- !
- -- ID -
H2. ID - 412. ID
'.!.!.-- - ID 413. ID
1H .0 ... <0
115 - ID -415. ID
1.20. Gross Amounl Cu. Frofn BGrfOlIHN" 88,137.18 ",. GfO.' Arnwnt Due To Seller 86.058.18
K. Summlry of Seller's Tr,)nl&l;:llon
??OO Gross Amounl Due TO Seller
200 Amoans P<IId BY Or In Behalf Of Borrower
500 Reducdorls In Amount au. To Seier
.n ~-~ 8.500.00 501 EJ:cn~"'" >Kit l..~' ._~500.00
202. PrtndMl4mOlJntofll8'lVlOen'" Landlsburo 80000,00 502. Se!lIementcflal!JeSlOlSeller(line1400J - 1-- 1,889.?6
'" ExisllnOloAA(lIll'ken.ublectlo 5D3.Exisllnnlaanl.llaken....h'.....!O
204 ... f- 504. PevOff 01 Ii!$( moncaae loll,..
205 505.P:o..clfol58CCll'ld~1oen .
"'" 50'
'" "',.
... 5M
". 509. ...- -.-- - -.--
AdIUlltmentll.for Items un"slcI hu Hiler Adlustmenu forlteml U~"l'"
~'" ~- 10 510. Cltw'lowr1ta.. ID /
-
'" Clltllltvl8lres ID (i1'.CountIrIaxe$ ..
--
'" -...... .. "2 .... ~" '0 ,
- - .-- ---- .+-
'" " '" ID
'" .- -~ --
214 .. 514.
-
'" .. 515. ..
'" ID ". ID [
,.
2"7. .. 517. 10 I
-
2.!.~ .. 516. .. -,
_.
'" " 519. '0
---.- --~".-
220. TotaIP..IdBylfOl'~ 88,500.00 520. Tot1ll RedtolC1lon ~nt eu. Seller 10,389.56
:soli c.shAt~ntftOfftlfClIfcI~
toO CalhAtSattletnsntToIf'romSellar
30" Gron Amount dua from llofn:lowor(lltlft 1201 88137.18 eo, GItIf.8tTlOUfltdwloseflerm..o."20. . _ _~BB!I-.: 18
"" \..~emovoIoe\d'c7liflot~lline ml - 88 500.00 '" le$' 1Wu~1n amI. clue aIlsr-;:;;-lIf1 m----;- 10389.56
303. euh 0,.... l&J To Borl'OWtlr -362.82 803. Cnh IXI To o From Sellel 75,688.62
SUBSTITUTE FORM 1099 SelLER STATEMENT
Tha intormatlan COlItainOd in SIl:Icll.s E. G. H._Nt Ilni or.line..o1 fer. line 463snd4(4)151mponanl: tax inIolTNtIoo and b being fwnIshed 10 lhe Internlll RlI\IItfNtI
Service If l'Ov are teql.lifed to IiIe a relum. _ n'~ penlIllv or olller NneIIon will be lmpoll8Cl on you If ifill (lam II requitwd to be.-.ported Ill'ld \lie IRS dalwmine:s
~ it hat I'lOI bMn IepQrIad_lflhls,.,1 estale Ie jIOUI" prinl:JpaI reald8nce.llle Fo"" 2119, Sale orerch8nge of Plinclpal Residence. for any ~II. wllh your income lalc
<elUm: lor olhertnlnMetion" compl~!he epplieeble parte of Form "791. Form 623201nd/Or ~ O. f"(lfm 1040\. v~ ~ f1lq\Iite<:l \0 ~!he Se1lletner1l Ageo!
(r.amed ebo've)wilhyour correct 1a~)'8I'idelltl1Ieal1Ofl ,..umber. It you do IlOt provide lhe Setllemenl Agltnlwtth yourcomlC! talCpayer identilieation numDer, you maybe
8ubjedloc:MIOl"uirMleIperlllltStls irnpoed bylinor. Underpanalliea ofperjvry.lc,;8rtJythjlClherlUll1bershownOll this 5111larnBnl ;e:myO)rJllC\lexpByllrldllnllllcBllcr1 number
(SeIJe~, Sign8lu<1lj
AUG-18-2005 THU 08:08AM lD:
PAGE: 2
AUG-18-2005 08:07 FROM:MORRISQN LAW
7175824220
TO:6913281
P.3
~: S,tttementChara,s
100. Total SarhIBroke~'. Commllllllon b....d On prlc' $
~Msion of CommIssion tine 100 as fo/Iaws:
101 $
102$
703 Commi5~ paid at Settlement
"..
IlQO. 1I&m1l P I. In tcmneeuon Wll/lloa"
801 loanOriQinallonF_ 80.000.00
802 loanDiscounl 80.000.00
~~IFee ___._.!2...__
a04CroditRellOl1 ___10
&DSl~&ln~nF$Il
806 Martoaae Insurance AmlIication Fee to
807 A&mImDtiooFee
...
""'-
85,000.00 ..
%-
P~id From
BOrTOWen
Funcb....t
-,
PeidFrom
Sel1eta
Flll1~At
-.
~
"
')b Bank of Landlsbur
_.~
600.00
~-- I~-
;---I ----:-
i
I=+-~-
902- MortQllAe tnsurance Premium far
903 Hazard 1nlIu1MC8 Premium tor
....
906
1000. Relery" D'DOlllttd With Lend.,
Exclude lasl lfSYIflca!cs-ttne901
,,~
monthst{)
:""'to
to
-- - I ---
1001 Heurdil\5Uf8flCe 1 monl/'i$@S .....r monl/'l --
~002 Moftgageinsuranee 1 manlhsCIS wmon!!!
1003 CfNtvnlWWlVtaxlI$ 1 , Del"rnoI'llh
,.... County~1a>In 1 _e.. ""''''''''''
1005 AIlnualaasessmenR 1 rno!"thS@$ -- month +
t006 -.- 1 monlhs@S oermooth
.007 1 monthliSS ~,"""'"
101M1.-;" ..
-- ........,
1100 nde Charau
-
1101 5etUenlenlorQQsing!Oc ~
_..,- . ..-- ...--
1102 A!)$lraclor lille search to
Gerald K. Morrison 'M.__
1103 TllleelUllTllflabDn to 4Z~
,,~ TIlIeitlStl~bindw "
n05 Dotument ..........""\ion " Gerald K. Morrfson 75.00
~10C1 -.- rus .
to
110.!__~!lOm~~s to ,
{lndudulii"bov1lltlll1lsnumbers' Ii
nlt8 Tillll:in&ul'llllel!l --,---.---. ~
(IndudeseboYeIlems1l\lll'lbel3: -;-
..-..--
1108. lBnder'1IcoveI8Q8 ,
nl0 Owner"SCOVBrilQll. s
1111
1112
1113
1200. Government ~rdlnll anet Trans", Chuan
12\11 RecordinnfB8S: Oiled $ 38.50 : UlxtnBnR $ 40.50 ;Relenes $
1202 CityllXlllllly ~IIUilm""'. Ond S 850.00 ; u,.,., S
1203 Slale Ialllste""'ll: Deed $ 850.00 : M:lrtQaoe $
,,,..
'205
1)00. AdltI1Iot* Settl......'" ChII-
1301 Suroey to
!302 Peslin$pectillfl \0
'303.2005.2006 School taxes to Barrv L Heckard Sr.
'304
1305.
13Ol1.__.____.__~__
79.00
850.00
850.00
1,039.56
,
~
.307
'3OB
1400. Tola:l Settl_nt Cm"..., Center on llnee 103. 8Kt1oo J .nd 1102, Section Kl 2 079.00; 1 889.56
CERTIFICATION
I hlwe carefuRy rrAewed the HUO-1 ~ StalemenI and to the beB1 01 my k~ end beli8I',lt Is elNe and 8CO.InIle 8IalIBmeI'\tof en ftiIC(Iipt$ end cfl8buf$8lllQn15
on myaocllUl'llfll bymeinlhis\J8I1SllCtion.1 rurther~lhatl havef8C8ivedac:opyolhHUD-1 Setltemenl Statemenl
+-.-
-N:. Ruth 'Sponsler Estate
___ Sel..,..
Lynn R. Russell.-
_"_ Borrower
Vicki L Russell
To the beslormy~ IhISiHUO-l S8ltkunent S\8t8manlwhldllhavsprepllf8d Is e!rue and&ccu1Vla acx:ollnto1thefundS...wniChWfll'&l'1lceived and hav8 been or will
be dabursed byh undersigned espertofh seItItlrnenlofll'lllllransadion.
s...
_ BOmJWef
SeltlemenlAganl
Dale
Gerald K. Morrison. Esquire
\"'~I>"".'r:., ,,;.... ....._...n ~_..n..l.. _..~... ......... ~'''''''_-'~''''''B I ,~~..... "'...._ ~ ....~... ..~......_ ~....;,........_ "'~~.."'............... _~.....;~~....~ ...........ft ~ n_ ~n"
AUG-18-2005 THU 08:08AM ID:
PAGE: 3
REV,.'''''"I,.".
COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
SPONSLER N RUTH 21 05 0135
Include \he proceeds of r~ and \he dale \he proceeds __ receNed by \he _. AU property joinlly-owned _the right of su_iII must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PNC Bank account 507008-5268, see attached 27,767.66
2. PNC Bank. Certificate of Deposit # 31100226801, see attached 29,926.03
3. Vartan National Bank - certificate of Deposit # 3010804, see attached 25,107.88
4. Waypoint Bank. Brethren in Christ - Savings Account # 3066 $79,412.49 120,575.47
see attached - Certificate of Deposit # 12953 $24,048.82
- Certificate of Deposit # 13034 $17,114.16
5 Commerce Bank certificate of Deposit # 801203 - see attached 32,825.86
6 Proceeds for sale of household goods 9,583.02
7 Pa Income Tax Refund 258.00
8 Federal Income Tax Refund 300.00
9. Sale of Refrigerator 100.00
10. Verizon Refund 15.60
11. Vartan Bank 111.47
12. Patriot News - refund 123.80
13. Newspaper refund 102.58
14. Newspaper refund 102.58
15. Blue Cross. refund 490.18
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, insert additional sheels of the same size)
247 390.13
""."m"o,,."*
COMMONWEALTH OF PENNSYLVANIA
INHERJTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
SPONSLER
N
RUTH
FILE NUMBER
21 05
0135
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Malpezzi Funeral Home, funeral expense 697. 50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of P"""nal Representative (s) See attached
Social Security Number(s) I EIN Number of Personal Represenlative(s)
S1reeI Address
City_ Slate _Zip
Yea~s) Commission Paid:
2. AtlomeyFees J. Robert Stauffer and John M. Eakin 12,750.00
3. Fami~ Exemption: (n _fs address is not It1e same as c1aimanfs. a1Iacl1 explanation)
Claimant
S1reeI Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters Testamentary 380.00
5. Accounlanfs Fees Filing Fee 15.00
6. Tax Return Preparer's Fees Reserved for file account 75.00
See Attachment Pagels)
TOTAL (Also enter on line 9. Recapitulation) $ 32 132.30
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SPONSLER
N.
RUTH
21
05
0135
PaQe 3
Schedule H - Funeral Expenses & Administrative Costs - 81
ITEM
NUMBER DESCRIPTION AMOUNT
B. ADMINISTRATIVE COSTS:
PetsonaJ Representative's Commissions
Name of Pe<sonal R_malive (s) Eleanor Peffer 6,375.00
Social sOQJrify Number(s) I EIN Number of Personal Represenfa1ive(s) 192-30-4439
StreetAddress 7674 Molly Pitcher HiQhway
Cify ShippensburQ Slate PA Zip 17257
Yea~s) Commission Paid: 2005
Name of Pe<sonal Rapresen1a1ive (5) Annette FertenbaUQh 6,375.00
Social sOQJrify NUmber(s) I EIN Number of Personal Represenfa1ive(s) 16848-4573
Street Address 904 LorinQ Lane
Cify MechanicsburQ Slate PA Zip 17055
Yea~s) Commission Paid: 2005
SUBTOTAL SCHEDULE H-B1 12,750.00
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SPONSLER N. RUTH
21
05
0135
PaQe 3
Schedule H - Funeral Expenses & Administrative Costs - 87
ITEM
NUMBER
AMOUNT
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
DESCRIPTION
Cumberland Law Journal - estate notice
The Sentinel - estate notice
Gingrich Memorials - marker
Barry Heckard - tax collector
PP&L- electric
United Water - water
Lester Erb - fuel oil
UGI - gas
Verizon - telephone
Borough of Mechanicsburg - sewer
Mike Peffer - lawn maintenance
Associated Products, book account
Ehrlich - termite inspection
Cost of Selling Real Estate, 1 % transfer tax
75.00
158.81
2,450.00
367.81
120.02
55.01
627.56
122.40
21.31
144.44
300.00
99.22
73.22
850.00
SUBTOTAl SCHEDULE H-B7
5,464.80
R>V~""""""J.
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
I::D
N
RIITH
FILE NUMBER
?1 m;
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
n1~'i
AMOUNT OR SHARE
OF ESTATE
NUMBER
I.
NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distnbutions)
See Attachment Page(s)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART n - 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)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
SPONSLER N. RUTH
21
05
0135
PaQe 5
Schedule J - Benellc:iarlee - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY Do Not Us! Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal disllibuliof1s)
1. William K. Sponsler brother $100.00
Messiah Village
Mechanicsburg, PA 17055
2. Gladys M. Watts nieee $100.00
1920 Lula Lane
Enola, PA 17025
3. Ida M. Sponsler niece $100.00
601 locust Point Road
Dillsburg, PA 17019
4. Barbara A. Ingle neiee $100.00
5361 Carlisle Pike
New Oxford, PA 17350
5. Eleanor S. Peffer good friend 1/6 of residue
7674 Molly Pilcher Highway
Shippensburg, P A17257
6. Annette S. Fertenbaugh good friend 1/6 of residue
904 Loring Lane
Mechanicsburg, PA 17055
7. Stephen W. Peffer good friend 1/6 of residue
865 Old Silver Spring Road
Mechanicsburg, PA 17055
8. Michael E. Peffer good friend 1/6 of residue
115 E. Keller Street
Mechanicsburg, PA 17055
9. Rodney L Peffer good friend 1/6 of residue
29 Waverly Drive
Hummelstown, PA 17036
10. Jody K. Aitkins good friend 1/12 of residue
915 Bridge Street
New Cumberland, PA 17070
11. Jessica S. Aitkins good friend 1/12 of residue
7674 Molly Pitcher Highway
Shippensburg, PA 17257