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Home My WebLink About06-21-05 217 REV-1500 EX (6-00) ~ ~$CI) Og:~ wOO ::E:a::-l oQ.a:J Q. < COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FilE NUMBER 21-05-0736 COUNTY CODe YEAR NUMBER .... z w c w () w o DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Plasterer Trafford B. II DATE OF DEATH (MM-DD-YEAR) SOCIAL SECURITY NUMBER 171-28-4442 DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCATE WITH THE 6/6/2000 4/12/1933 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANq MIDDLE INITIAL) SOCIAL SECURITY NUMBER Plasterer Maxine C. 186-28-4072 01. Original Retum 02. Supplemental Return 03. Remainder Relum (dale of death prior to 12-13-82) o 4. Limited Estate 04a. Future Interest Compromise (date of death after 12-12-82) 05. Federal Estate Tax Retum Required o 6. Decedent Died Testate (Attach copy of Will) 0 7. Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Total Number of Safe Deposit Boxes o 9. Litigation Proceeds Received 010. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Attach Sch 0) [~rmf@ijl$j~gQtiQtl~~MO$1tijg~~Q_t.it'#KA'-~lgQiig$.ijQijQlNQJMiNtfQQ&i~p~ktm&ttAinijiQBMi/ttQij~\f$ijoijM~fH~~miji&titttQfl{~~{ NAME COMPLETE MAILING ADDRESS 5 South Hanover Street Carlisle. P A 17013 I- Z W o z o D.. tJ) W a: a: o () 717 -243-5838 OFFIClAh USE ONLY 1. Real Estate (Schedule A) (1) NONE (2) (3) NONE (4) NONE 8,271 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) - -J 850 (5) (6) NONE (,) (\ ,- -) z o ~ ..I :::>> l- ii: 4( o w a: 6. Jointly Owned Property (Schedule F) Dseparate Billing Requested 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property (Schedule G or L) (7) NONE 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 9.121 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 138 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) NONE 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) (12) 138 8,983 12. NET VALUE OF ESTATE (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an eJection to tax has not been made (Schedule J) (13) (14) 8,983 14. Net Value Subject to Tax (Line 12 minus line 13) 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) 8,983 X .0 - (15) z 0 i= 16. Amount of line 14 taxable at lineal rate x .0 (16) ~ - ::J D.. =: 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0 0 >< X .15 (18) ~ 18. Amount of line 14 taxable at collateral rate 19. Tax Due (19) 217 Decedent1s Com lete Address: STREET ADDRESS 222 East Gran e Street Plasterer, Trafford B. (II) CITY Shi STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 171-28-4442 ~ Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 4. Total Interest/Penalty ( D + E ) 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 (3) If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of line 5 + SA. This is the BALANCE DUE. (4) (5) (SA) (5B) ......................................................................... .~~~~. .ql].~r?~. P~Y?!~~~. ~C?:~.. ~~~J~'!~~..Q~. '!'II ~.LS, A GENT ~:)~{{:~;~;~:~;~;)~;)~;~:~:~:~;~;~;~:~:~:~:~:~:~:~:~:~:~:)~:~:~;~:~;~:)))~:~:~:t~:~:~:~:)~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:~:)~:~:~:~:~:~:~:~:~:~:~:;:)~:~:~:~:~:)~:}~:~:~;)~:~:~:~:)~;~:~:~:i:i:~;i:i:i;i:))}i:~:~:~:i:i:~:f~:~:i:)~:}i:i:}i{;~:i:fi:iiiI:i:i:i:ii:if:~:~ti~I~t~~~i~iiIfI~ttif~tttiittftfi~~fitt~ittiffrittttti~~ittii~iirIIrf?ii~?~iiiit 5. 1. Did decedent make a transfer and: PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS a. retain the use or income of the property transferred; . . . . . . . . . . . . Yes D D D D D D D No [KJ ~ o [KJ ~ [KJ [gJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or . . . . . . . . . . . . . 2. d. receive the promise for life of either payments, benefits or care? If death occurred after December 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? 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . DATE 5 IS 00 ADDRESS Susan C. Weaver, 1402 Eldindean Terrace, Mechanicsburq, PA 17050; Cynthia K. Clouse, 615 Doublinq Gap Road, Newville. PA 17: SIGN~TU OFP?~OTHERTHANREPRESEN1ATIVE DATE _ _~~ ~ I 7-;...-~t /?'l'#y' /..r / 47&6'/6 ADD ESS ~ / Stephen D. Tiley, 5 South Hanover Street, Carlisle, PA 17013 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. Section 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% (72 P. S. Section 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 twenty-one 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%(72 P. S. Section 9116( 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.S. Section 9116(1.2) (72 P.S. Section 9116(a)(1)]. 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. Section 9116(a)(1.3)J .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. 217 REV-1503 EX+ (6-98) COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Trafford B. Plasterer, II FILE NUMBER 21-05-0736 All property jointly-owned with ri~ht of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 106 Shares Common Stock Franklin Financial Services Corporation @ $17.00 (Price established by telephone contact with entity - Bid $16.50 - Ask $17.50.) VALUE AT DATE OF DEATH 1,802 2. 376.4198 Shares Common Stock Susquehanna Bancshares, Inc. @14.25 5,364 3. Series EE Savings Bonds (Nominal Value $1,600) No. m59818167 Issued 07/1993 in face amount of $1,000 No. d40110689 Issued 07/1993 in face amount of $500 No. c432729069 Issued 07/1993 in face amount of $100 691 345 69 TOTAL (Also enter on line 2 Recaoitulation) $ (If more space is needed, insert additional sheets of the same size) 8271 Yahoo! Mv Yahoo! Mail Make Yahool vour home ~ Search tnl! "'!~b ~,.. ~goO!3 FINANCE ~~gn Finance Home - Help New User? $J9.DUP Monday, November 28, 2005, 4:46PM ET - U.S. Markets Closed. Dow -0.31% Nasdaq -1.04% To track stocks & more, B...e..9~~~.!' Q & f Enter Symbol(s): _ .. uotes In 0 e.g. YHOO, "DJI Symbol Lookup I Finance Search Susquehanna Bancshares Inc. (SUSQ) Scotfrade' ~..\r""..:'t..,, S7 STOCK TRADES .~ .'-;<;k1i;. .... Open an Acc:ount Start now U..,0 3 5 ~~~~J~J5 -'A Now at Ameritrade Historical Prices At 4:00PM ET: 24.10 ... 0.60 (2.43%) ~N"u.r.:- la.i] w~ Free Trades r '~ Get Historical Prices for: ADVERT'SEMENT SET DATE RANGE Start Date: iJ.uA.......L. 6 End Date: iJ.uA.......L. 6 ~Daily ~ Weekly '- Monthly '-- Dividends Only 2000 Eg. Jan 1, 2003 2000 ~' 'Ce,t ~dc;tC: First I Prey I Ne~:t I Las; PRICES Date Open High Low Close Volume Adj Close. 6-Jun-OO 14.69 14.69 14.00 14.25 24.500 11 .46 · Close price adjusted for dividends and splits. Firsl I Prey I Next I L.;;~>: A D~Dload_IQ...Sr;!H~~Qshe~t. ,i: 8.c;!.~LLo PortfQ.!,[Q 'i).' Set Alert :.:J Email to a Friend I '~SymboLLook!!Q Get Historical Prices for Another Svmbol: . Stock Screener . Mergers & AcqUisitiQns . Splits Copyright @ 2005 Yahoo! I nc. All rights reserved. Privacy Policy- - Terrn~$e!yiGe - Copyright{l P PQ!iGY Quotes delayed, except where indicated otherwise. Delay times are 15 mins for NASDAQ, 20 mins for NYSE and Amex. See also delay times for other e)(:cl}anges. Historical chart data and dally updates provided by Commodlty2y~tem!!'_J.!l.c,(CSI). International historical chart data and daily updates provided by Hemscott Americ;?!~. Fundamental company data provided by Capital IQ. Quotes and other Information supplied by independent providers identified on Savings Bond Calculator Page 1 of 1 Savinc [1Iii!t~!~ [_LJ.tet{i-......~l CALca Series Denomination Serial Number Issue Date fEE Bonds . H $1'1,006 '..11 r Results # Bonds Total Price Total Interest Total Value YTD In' 3 $800.00 $305.28 $1,105.28 $23.1 Issue Interest Next Final Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturity m59818167 07/1993 EE $1,000 $500.00 $190.80 $690.80 4.89% 07/2000 07/2023 d40110686 07/1993 EE 500 250.00 95.40 345.40 4.89% 07/2000 07/2023 c432729069 07/1993 EE 100 50.00 19.08 69.08 4.89% 07/2000 07/2023 le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator r r r r ..;.:.i?~Pb....'...'..m....."...'. .it....iS........./.u. tv. .~y.. .."f R~s~fi.~ . . I .. .. .-' -,.~> :.-::', ::", -~ l http://wwws. publicdebt. treas.gov /BC/SBCPrice 4/19/2006 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Plasterer, Trafford B. ITEM NUMBER (II) Include the proceeds of litigation and the date the proceeds were received by the estate. All prooertv iointlv-owned with riaht of survivorshio must be disclosed on Schedule F. .~ DESCRIPTION 1977 Buick Automobile VIN 4V69K7E155117 FILE NUMBER 21-05-0736 VALUE AT DATE OF DEATH 850 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 850 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Trafford B. Plasterer, II FILE NUMBER 21-05-0736 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (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 66 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Copies of Death Certificates 52 8. Certified Mail of stock certificates 5 9. Filing Fee, Inheritance Tax Return 15 TOTAL (Also enter on line 9 Recaoitulation) $ 138 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) 217 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Trafford B Plasterer II 21 05 0736 - - .~ 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)] a. Maxine C. Plasterer Spouse 1 000/0 222 East Orange Street Shippensburg, PA 17257 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 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~- ;~.:S .00 Pel - Z'J c/:) ~rD -.. 2~; - 00 ~. ~4