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KNIGHT & ASSOCIATES ~C.
Attorneys at Law
September 23, 2005
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Register of Wills
1 Courthouse Square
Carlisle, Pennsylvania 17013
RE: Estate of Bettie K. Whitten, a/k/a Betty K. Whitten
Estate No. 2005-00002
My File No. 3792.1
Dear Register of Wills:
Enclosed for filing please find an original and two copies of a Supplemental Inheritance ax
Return in the above-referenced estate. Please return a time-stamped copy to my office in the
enclosed self-addressed, stamped envelope. I have also enclosed a check in the amount of $1 .00
representing the filing fee for the return and a check in the amount of$30.33 representing pa ent
of the inheritance tax.
Should you have any questions or wish to discuss this matter further, please do not he~ftate
to contact me.
Very truly yours,
~T & ASS~~.IATES, P.c.
-Y~
SMS/dmh
Enclosures
F:\User Folder\Finn Docs\Estates\3792-1reg.wills.3.wpd
11 Roadway Drive Suite B Carlisle, PA 17013-8806
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717-249-5373 717-249-0457 fax
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.. REV.1500
COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN
DEPAR6~~~T2~~~VENUE RESIDENT DECEDENT
___.u___..._~~~ISBURG}PA 17128-~_.._~_.___. _
-----1 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Whitten, Bettie K.
....
I I ~A~~;~ ~;;~~M-DD-YEAR) ---I ~A;~ ~~~I;;~(~M'DD-YEAR} ---
_: i;'~:::"::G '"0"'" -": ':":::::::, '::
~ ~ f1I 0 4. limited Estate 0 4a. Future Interest Compromise (date of death after
~ f ~ 12-12-82)
~ ~ ~ 0 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
"- of Will) copy of Trust}
c( 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
REV . 1500\X + (8-00)
AME
. .... Sean M. Shultz, Esquire
Ul z +-------
iii! ~ FIRM NAME (Ifapplicable}--------
ili! pght& A".oCiates, P.e.
ELEPHONE NUMBER
717/249-5373
-~ - -
--. -. .
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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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)
1]
()FnC~AL USE ONL'/
FILE NUMBER
21 05
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0002
NUMBER
432-50-9252
THIS RETURN MUST BE FILED IN DUI'LICATE WITH THE
I
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REGISTER OF WillS
SOCIAL SECURITY NUMBER I
I COMPLETE MAILING ADDRESS
11 Roadway Drive, Suite B
Carlisle, P A 17013
(1 ) None
(2) None
(3) None
--~-~-
(4) None
(5) 674.00
(6) None
(7) None
OFFICIAL ~ NL Y
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(8)
674.00
(9)
(10)
(11 )
(12)
674,,00
(13)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
'---i~-------------~--
I SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)( 1.2)
z 674.00 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
;:: ---~~
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"- 17.Amount of Line 14 taxable at sibling rate x .12 (17)
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0 --
0
S 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
(14)
674.00
30.33
30.33
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX!(Rev. 6-(0)
II
Decedent's Complete Address'
STREET ADDRESS
640 Conodoguinet Avenue
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
I
(1) _ _'\ JO.33
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is theBALANCE DUE
(3) 0.00
(4)
(5) 30.33
(SA)
(5B) 30.33
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;............................................................................. ~ I
~: ~:::~ ~h;e~~~;i:~:~s:~~e~=s~~~. ~~~~I. .~.~~. .t~~. :.~~:.~.~. .~~~.~.~~~~~~.~. .~~ .i.t~ .i.~.~.~.~~~..............................~~::::::::::: ::.....
d. receive the promise for life of either payments, benefits or care?...........................................................
2. 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 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?............................................................................................................... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART 0
11 Roadway Drive" Suite B
Carlisle, Pi\. 1701,j
OJ
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
!,,~arer other than the person"'-repre~entative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Victor . W 'tten, Jr.
581 Conodoguinet Avenue
Carlisle, P A 17013
ADDRESS
'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 f the
surviving spouse is 3% [72 P.S. 99116 (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' 0%
[72 P.S. 99116 (a) (1.1) (ii)]. The statutedoes not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disc osure
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 twenty-one years of age or younger at death to or for the use of
parent, an adoptive parent, or a stepparent of the child is 0% [72 P .S. 99116 (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%, except as noted in 72 P. . ~9116
1.2) [72 P .S. 99116 (a) (1 )]. I
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. 99116 (a) (1.3)]. A sibling is befined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
11
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ~'
RESIDENT DECEOENT
-..-----------
I FILE NUMBER
21 - 05 - 0002
ESTATE OF
Whitten, Bettie K.
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with ~he right of
survivorship must be disclosed on schedule F. I
ITEM VAtUE AT DATE OF
NUMBER DESCRIPTION t DEATH
_.~-~ -------..-'--
1 Refund from Strickler Agency, Inc. - home owners insurance 124.00
2
Refund from Stricker Agency, Inc. - car insurance
550.00
_.~-.........
TOTAL (Also enter on Line 5, Recapitulation)
,
674.00
~
'I
REV-1S'13 EX+ (9-o'b)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Whitten, Bettie K.
I FILE NUMBER
21 - 05 - 0002
---:-~MBER -I--~AME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I
I. I T.AXABLE DI~TRIBUTIONS (include outright spousal distributions)
1 I VIctor E. WhItten, Jr.
581 Conodoguinet Avenue
Carlisle, P A 17013
RELATIONSHIP TO
DECEDENT
nn "nt
AMOL NT OR SHARE
OF ESTATE
son
1/4 resi( ue
2 Paul D. Whitten
631 Willow Grove Road
Carlisle, P A 17013
son
1/4 resic ue
3 John M. Whitten
630 Conodoguinet Avenue
Carlisle, PA 17013
son
1/4 resic e
4 Debra K. Amsberger
700 Conodoguinet Avenue
Carlisle, P A 17013
daughter
1/4 resid~e
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee t
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEIr
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 X(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
I
I
I
NO. CD 005~47
I
I
WHITTEN VICTOR E JR
581 CONODOGUINET AVENUE
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
n_nn_ fold
101
$30.3
ESTATE INFORMATION: SSN: 432-50-9252
FILE NUMBER: 2105-0002
DECEDENT NAME: WHITTEN BETTIE K
DATE OF PAYMENT: 09/27/2005
POSTMARK DATE: 09/26/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/27/2004
TOTAL AMOUNT PAID:
$30.3
REMARKS:
CHECK# 1012
SEAL
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAU H
REGISTER OF WILLS
REGISTER OF WILLS