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Home My WebLink About12-01-05 REV-1500 EX (6-<0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 FILE NUMBER 21 05 INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER 0492 COUNTY CODE YEAR I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) STETSON CALVIN A SOCIAL SECURITY NUMBER 043-18-7890 DATE OF BIRTH (MM-DD-YEAR) 01/02/1914 DATE OF DEATH (MM-DD-YEAR) 04/30/2005 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A w ~$(J) ua:~ wc..u :%:00 ua:..J c..a1 c.. <( ~ 1. Original Return o 4. limited Estate o 6. Decedent Died Testate (Allach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale ofdealh after 12-12-82) 07. Decedent Maintained a Living Trust (AllachcopyofTrust) o 10. Spousal Poverty Credit (dale of dealh between 12-31-91 and 1-1-95) o 3. Remainder Return (dale ofdealh poor 10 12-13-82) o 5. Federal Estate Tax Return Required ...L 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AttachSch 0) I- Z W o z o c.. (J) w a: a: o u NAME Manufacturers and Traders Trust Company FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS One West High Street, Carlisle, PA 17013 TELEPHONE NUMBER (717) 240-4504 (1) (2) (3) (4) (5) 0.00 193,779.53 0.00 0.00 219,077.80 CJ -"(""I . '-1 - --'n c"5 {....) \-,-, z o ~ ...J ::J !:: Do <t u w a::: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 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/See 9113 Trusts for which an election to tax has not been made (Schedule J) 37,650.63 439,504.64 0.00 ,-_OJ --) .1 (6) 64,297.94 (...) (7) 0.00 ~.. 477,155.27 (9) (10) (8) 32,689.60 4,961.03 (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 439,504.64 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o :cc ~ ::J Do :!: o (,J ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x .0 (15) ..-4-:3fl,i5Q-4-,t34 x.O -4-15 (16) 0.00 19,777.71 0.00 0.00 19,777.71 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate x .12 (17) x .15 (18) 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (19) 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF CALVIN A. STETSON FILE NUMBER 21-05-0492 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH FHLM 6.80% DUE 8/22/05 25,281.25 321.11 2 Interest to 000, Item 1 3 998 shs. Bank of America Corp. 44,815.19 38,288.75 24,078.76 23,868.19 92.92 4 500 shs. IBM Corp. 5 227.523 shs. Vanguard Institutional Index Fund 6 2389.208 shs. MTB Intermediate Term Bond Fund 7 Dividend to 000, Item 6 8 3848.513 shs. MTB Short Duration Government Bond Fund 9 Dividend to 000, Item 8 36,945.72 87.64 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 193,779.53 ~:;05/08/2005 13:30 ~ II . , I~~ .- . II 302-934-2135 ~ M AND T BANK RECORDS PAGE " 01/01 499 MItchell Road Millsboro, DE 19956 Mall code DE.MS.12 Phone: 668-502-4$49 Fax: 302.934.2955 rmM&TBank -I Fax 1'0: Jane F Burke M&'l' Investment Group From: Nancy Clagett Fax: 717-240-4559 Date: June 8, 2005 Re; Estate of: Calvin A Stetson Social Security: 043-18-7890 Date of Death: April 30, 2005 Pages: 1 Dear Jane: Per your inquiIy received June 06, 2005, please be advised that at the time of death, the above.named decedent had on deposit with this bank the following: l. Type of Account Checking Account Account Number 1171224 Ownership (Names of) Calvin A Stetson * Opening Date 03/08/93 Closed 06/03/05 Balance on Date of Death $8,438.79 Accrued Interest $ 0.00 Total $8,438.79 Please be advised, there was no safe deposit box found for the above decedent. .. For further account information, regarding oWnershil), closures aJ:1d/or reimbursement of funds. etc., please call the High street Carlisle Office * 717-2404536. Sincerely , ~ Nancy Clagett Records Management PERSONAL PROPERTY APPRAISAL--ESTATE OF CALVIN A. STETSON Location Item Ownr Value L.R English grandfather clock LSA $2,600.00 L.R Two drawer stand (at end of sofa) LSA $125.00 D. R Oriental rug (back of sofa) IRAN LSA $285.00 D. R Small oriental rug (by door) LSA $35.00 D. R Plant stand LSA $110.00 Den Chinese lamp (tall) LSA $55.00 Den Mahogany slant front desk LSA $1,575.00 Den Vienna regulator LSA $225.00 Den Brass apple butter kettle LSA $210.00 Den 2 prints over sofa (frames old) LSA $50.00 Den Half trunk LSA $85.00 Sun R Schoolhouse clock - Seth Thomas LSA $225.00 Buffet Serving pieces in sterling/plate LSA $135.00 G. Bed R Frame crochet doily - Grandma S. LSA $20.00 Sun R. Picture - A street in Venice LSA $20.00 Den Butler's Table LSA $85.00 Kitchen Table LSA $115.00 Kitchen Snack Trays (2) LSA $5.00 Den $5.00 Gold Piece in Frame LSA $525.00 T.R Small One Drawer Stand by Door LSA $165.00 L.R Upright Lamp LSA $50.00 L. R. Two Person Couch LSA $125.00 L.R Knick Knacks LSA $71.66 M. Bed R Dad's Tall Chest of Drawers LSA $285.00 M. Bed R Bed LSA $145.00 G. Bed R Hurricane Lamp LSA $20.00 G. Bed R Rolled Up Oriental Rug (4x7?) LSA $135.00 L.R Flow Blue China LSA $335.00 D. R Hummels LSA $137.50 Total For LSA $7,954.16 Location Item Ownr Value L.R Vienna Regulator RWS $65.00 D. R 10 piece D. R set (Drexel) RWS $3,800.00 D. R Hummels RWS $137.50 D. R Serving table RWS $265.00 D. R Large Oriental Rug (table) RWS $365.00 D. R Dad's jewelry box RWS $75.00 Den Chinese lamp (squat) RWS $55.00 Den Large Chinese rug RWS $225.00 Den Schoolhouse clock (En Welsh) RWS $195.00 Den Small blue Oriental rug RWS $30.00 Sun R Large PA blanket chest RWS $1,150.00 G. Bath R, He Jelly's clock - master bath RWS $185.00 G. Bath R, He Oriental hall runner RWS $35.00 Buffet Linens (mostly table) RWS $45.00 M. Bed R Antique stand by bed (14 x 17 x 29) RWS $265.00 M. Bed R Cane bottom chair (1 of 6) RWS $25.00 Page 1 M. Bed R. G. Bed R. G. Bed R. G. Bed R. Den Den L.R. M. Bed R. G. Bed R. Kitchen L.R. Oriental rug at foot of bed Gingerbread clock Spool towel rack Federal chest (MTF) TV TV Stand Picture Over Desk Overstuffed Chair Twin Beds 3 Cane Bottom Chairs (3 of 6) Knick Knacks Total For RWS RWS RWS RWS RWS RWS RWS RWS RWS RWS RWS RWS $215.00 $150.00 $85.00 $1,375.00 $20.00 $5.00 $110.00 $120.00 $130.00 $75.00 $71.66 $9,274.16 Location Item Ownr Value L.R. Marble top coffee table SSR $225.00 L.R. What-not (in corner of room) SSR $225.00 L.R. Upholstered chair (Victorian) SSR $75.00 L.R Steeple clock (Dnaiel Pratt) SSR $150.00 L.R Wall Sconce (3 candles) SSR $110.00 L.R Marble top stand SSR $275.00 L.R 2 cane bottom chairs SSR $50.00 L.R. 2 Staffordshire dogs SSR $220.00 L.R. Magazine holder SSR $55.00 L.R Octagonal mirror SSR $125.00 D. R French marble clock SSR $375.00 D. R Dining and hall chandeliers SSR $175.00 D. R Frame Chinese silk SSR $45.00 Den Mirror over sofa SSR $125.00 Den Small medicine chest SSR $110.00 Den Small rack on wall SSR $85.00 Den Small blue leather chair SSR $45.00 Den Maine 3 drawer chest SSR $325.00 Den Carriage clock SSR $85.00 Den Calendar clock SSR $325.00 Den Victorian bench SSR $85.00 Den Stoneware jug SSR $475.00 Sun R. Pine secretary SSR $365.00 Sun R. American Eagle clock SSR $155.00 Sun R. Blanket chest (with drawer) SSR $365.00 Sun R. Oriental rug SSR $45.00 Sun R. Stoneware crock SSR $160.00 G. Bath R, He Victorian table - end of hall SSR $140.00 G. Bath R., He Japanese teapot and stand SSR $85.00 Buffet Our Lenox china SSR $385.00 M. Bed R. 7 spindle straight chair SSR $145.00 G. Bed R. OG clock SSR $225.00 G. Bed R. N. Rockwell needlepoint (GG) SSR $60.00 G. Bed R. 2 cane bottom chairs (2 of 6) SSR $50.00 G. Bed R. Crewel needlepoint by LSA SSR $35.00 Page 2 REV-1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF CALVIN A. STETSON FILE NUMBER 21-05-0492 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. Wachovia Securities, IRA Accl. 100072801 64,297.94 100 64,297.94 Beneficiaries: Linda Stetson Amar, 11970 Wedge Drive, Fort Myers, FL 33913 Robert W. Stetson, 46 Scott Avenue, Berkeley Heights, NJ 07922 Susan S. Reynolds, 122 Fox Hill Drive, Holden, MA 01520 TOTAL (Also enter on line 7 Recapitulation) $ 64,297.94 (If more space is needed, insert additional sheets of the same size) , , II . WACHOVIA SECURITIES Retirement Statement ACCOUNT STATEMENT 4/01/2005 thru 4/30/2005 ~ - 048711 1 MAAD 146 AUTO**MIXED AADC 280 1 111111...111......11..11.1...1.11,,111111.11111.1.1111,1.1.11 CALVIN A STETSON 58 MAGAW AVE CARLISLE PA 17013-7619 4,17: 053 4 024 XXXXX7890 XXXXXX7890 - = = - = - "R' For Customer Service Call: (800) 669-2136 Or write to: WACHOVIA SECURITIES 401 SOUTH TRYON STREET CHARLOTTE, NC 28288-1164 - ....... == ~ - - - - - Plan Overview - IRA Retirement Plan ID: XXXXXX7890 Participant's date of birth: 01/02/1914 Taxpayer ID: XXX-XX-7890 Bank Tax 1D: 561354525 Investment Objective/Risk Tolerance: Growth & Income + Moderate Asset & Eamings Summary Type of asset Money Market Deposit Account Brokerage Account Stocks Bonds Mutual Funds Brokerage Account Subtotal Total Market value 4/01/2005 $ 0.54 Market Percent value 4/30/2005 of assets $ 0.54 Earnings paid" this period Earnings paid" this year 65,278.16 65,278.16 $65,278.70 64,297.40 100.00% 64,297.40 $ 64,297.94 100.00% 36.23 36.23 $ 36.23 282.11 282.11 $ 282.11 "Earnings are shown to help track how your IRA is performing. You are not required to report these as taxable earnings on your tax return. Tax Information: Contributions & Distributions Contributions For tax year 2004 For tax year 2005 Rollover Deposits $ 0.00 $ 0.00 $ 0.00 2005 Distributions Amount (gross) Federal tax withheld Net amount $0.00 $0.00 $0.00 WILL YOUR IRA BE READY FOR YOU? WHEN THE TIME COMES FOR YOUR IRA TO PROVIDE INCOME FOR YOUR RETIREMENT, WILL THAT INCOME KEEP UP WITH INFLATION? FOR OUR IDEAS ON HOW IT CAN, TALK WITH YOUR FINANCIAL ADVISOR TODAY. WE START WITH YOUR LIFE AND PLAN YOUR MONEY AROUND IT. WACHOVIA SECURITIES 048711123055159003 NNNN NNNNNNNN 000001 RRNCPST page 1 of 4 REV-1511 EX+ (12-99)W SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CALVIN A. STETSON FILE NUMBER 21-05-0492 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. AMOUNT B. 1. 2. DESCRIPTION 1. FUNERAL EXPENSES: Hoffman-Roth Funeral Home Robert W. Stetson, reimburse for funeral meal and expenses Susan S. Reynolds, reimburse for funeral expenses Linda S. Amar, reimburse for funeral expenses Sunnyside Restaurant, funeral dinner after internment Vermont Wholesale Granite, date of death engraving 8,330.60 455.75 589.00 118.80 780.68 170.00 2 3 4 5 6 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Manufacturers and Traders Trust Company Social Security Number(s)/EIN Number of Personal Representative(s) Street Address One West High Street 16,450.00 City Carlisle Year(s) Commission Paid: 2006 ,State PA Zip 17013 Attorney Fees 5,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. Claimant Street Address City State .Zip Relationship of Claimant to Decedent Probate Fees 480.00 5. Accountant's Fees 7. 6. Tax Return Preparer's Fees 8 Rowe's Antiques, personal property appraisal Cumberland Law Journal, advertising Letters Testamentary The Sentinel, advertising Letters Testamentary 110.00 75.00 129.77 9 32,689.60 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CALVIN A. STETSON FILE NUMBER 21-05-0492 Report debts Incurred 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 1. Met-Ed, utility service 99.18 2 Central Penn Medical Group Emergency, service 39.75 3 Cumberland Crossings, balance due 2,021.50 190.75 4 Family Home Health Care Products 5 Betra In Home Care, balance due 518.50 6 UGI, utility service 453.44 7 First Energy, utility service 52.67 8 Check #2195 M&T Bank, presented after 000 60.00 9 Carlisle Regional Medical Center, balance due 14.88 10 Sprint, telephone service 165.87 11 Belvedere Medical Corp., balance due 57.21 12 Robert W. Stetson, reimburse for shipping of personal property 256.12 13 First Presbyterian Church, balance due pledge 425.00 14 Fidelity Investments Institutional, pension overpayment into Checking Account 606.16 4,961.03 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CALVIN A. STETSON FILE NUMBER 21-05-0492 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Linda Stetson Amar, 11970 Wedge Drive, Fort Myers, FL 33913 Daughter 145,698.45 2 Robert W. Stetson, 46 Scott Avenue, Berkeley Heights, NJ 07922 Son 145,698.45 3 Susan S. Reynolds, 122 Fox Hill Drive, Holden, MA 01520 Daughter 145,698.45 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET " NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) G. Bed R. Den Den Den Den L.R. L.R. L.R. TOTAL Stand between beds (not old) Blue Recliner Mahogany One Drawer End Table Upright Lamp Wall Lamp by Slant Top Desk Desk Lamp Chineese Wall Shelf Knick Knacks Total For SSR SSR SSR SSR SSR SSR SSR SSR SSR The above items were appraised for the Estate of Calvin A. Stetson. May 9, 2005 .,.;; $275.00 $65.00 $125.00 $50.00 $5.00 $35.00 $45.00 $71.66 $6,651.66 $23,879.98 ~ ~V--~~_ Be. . Rowe. - Rowe's Auction Service 2505 Ritner Highway Carlisle, PAl 70 13 Page 3 5