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Home My WebLink About06-12-06 (2) REV-15GO EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 t- Z W C W o W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Tartar, Walter William DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OS/20/2005 12/01/1942 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Patti M. Tartar W I- ~~U) 00:::::.::: wc..(.) J:oQ OO::...J c..m c.. < [Xl 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (AttachcopyofWiI/) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12.12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 21 -0 50545 COUNiY"'CODE --vE~ - - NUMBER- - SOCIAL SECURITY NUMBER 1 76- 3 4 - 6 8 8 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 144 48 0287 D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) NAME COMPLETE MAILING ADDRESS William A. Addams 27 W. High St. FIRM NAME (If Applicable) I- Z W C Z o c.. en w 0:: 0:: o o TELEPHONE NUMBER 717 -243-7638 Carlisle, PA 17013 z o i= ~ ..J ::) l- ii: ~ o w a: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 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) (11 ) (12) (13) (8) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) z o i= <( I- ::) a. :: o o >< <( J- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 32,600.07 X L- (15) 29,750.00 X .045 (16) X .12 (17) X .15 (18) (19) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 <.tkW ;}:;:;~:,,:-;;. . I. . . 0.00 OFFICIAL USE ONLY :.-.... , , l., -'-', 1,207.44 70,250.00 . -- '! 1- ,.-1 10,039.13 ('-...:: 81,496.57 19,146.50 19,146.50 62,350.07 2,850.07 59,500.00 0.00 1 ,338.75 0.00 1,338.75 Decedentls Complete Address: STREET ADDRESS 69 Rustic Dr CITY , STATE I ZIP Shippensburg, PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 1 ,338.75 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C ) (2) T otallnterest/Penalty ( 0 + 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) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check to: REGISTER OF AGENT 0.00 1 ,338.75 1 ,338.75 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 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 [X) d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?......................................... ..................................................... 0 [X) 3. Did decedent own an "in trust for'l or payable upon death bank account or security at his or her death? ................. 0 [X) 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ..... ... ........ ... ...... .......... .... ......... ................. ....... ........ .... .............. ..... 0 [X) IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this return, includin9 accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the ersonal representative is based on all Information of which preparer has any knowledge. SIGNATUR5AF.P. PO IB..~9fr OyyN E... G RE. TURN DATE /' .t .0 . ~.--- {'p _ /7 '<X ADDRES;2 (?~' ~ / 70(.3 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)J. For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or forthe use of the surviving spouse is 0% [72 P .S. ~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. s9116(a)(1.2)]. The tax rate imposed on the net value of transle rs to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116( 1.2) [72 P .S. ~9116( a)( 1)]. The tax rate imposed on the net value of transle rs to or for the use of the decedent's siblings is 12% [72 P.S. ~9116( a)( 1.3)]. A si bling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) '* ESTATE OF Tartar. Walter William COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ITEM NUMBER 1. FILE NUMBER 21 05 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. 0545 DESCRIPTION VALUE AT DATE OF DEATH 605.00 1997 Probe,sale price 2. Cypress Coquina Bank, Ormond Beach, FL 32174, Account 10068906 see attached copy of bank statement and check 489.74 3. Sovereign Bank, Account No. 3531003062, see attached copy of check 3.86 4. Susquehanna Patriot Bank, checking account 5301196951, see attached copy of check 8.84 5. 1993 Oldsmobile Cutlass, sale price 100.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,207.44 REV-1509 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Tartar. Walter William FILE NUMBER 21 05 0545 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Patti M. Tartar 61 Valley View Dr., Mt. Union, PA 17066 wife B Margaret A. Tartar 738 Burdette Dr., Ashton, PA ex wife c JOINTL V-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY 0/0 OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 7/28/95 1995 Skyline mobile home 21,500.00 50. 10,750.00 69 Rustic Dr. Shippensburg, PA 17257 2. B. 8/12/68 Home and lot, 738 Burdette Dr., Ashton, PA 119,000.00 50. 59,500.00 TOTAL (Also enter on line 6, Recapitulation) $ 70 250.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) '* ESTATE OF Tartar. Walter William COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 05 0545 DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE 'JUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. American Funds, IRA 10,039.13 100. 10,039.13 See attached TOTAL (Also enter on line 7 Recapitulation) $ 10,039.13 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. (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Tartar. Walter William ITEM NUMBER A. 1. B. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Patti M. Tartar Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees William A. Addams Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Patti M . Tartar Street Address 69 Rustic Dr. City ShippensburQ State PA Relationship of Claimant to Decedent wife Probate Fees Register of Wills Accountanfs Fees Tax Return Preparer's Fees Exeter Township, water sewer bill Prudential Financil, United Tech contract, CMCH Assoc. Radiology Cape May, N.J. Real Estate Taxes on mobile home Lot rent due on mobile home Sailhamer Real Estate commission on sale of mobile home Notary, sale of mobile home Countryside Village, judgment against mobile home Vivian Coy, tax collector, back real estate taxes on mobile home Vivian Coy, tax collector, back real estate taxes on mobile home Cumberland County Tax Claim Bureau, back taxes on mobile home American Home Shield, warranty on mobile home FILE NUMBER 21 05 0545 AMOUNT Zip 4,000.00 3,500.00 Zip 17257 182.00 172.79 816.94 40.00 499.52 106.00 2,500.00 20.00 4,867.10 118.93 526. 19 647.03 415.00 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 19,146.50 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Tartar, Walter William Jecedent's Name Page 1 21 05 0545 File Number Schedule H - Funeral Expenses & Administrative Costs - 87. ITEM NUMBER DESCRIPTION AMOUNT 19. 20. Brandywine storage, storage fees on 1997 Probe Register of Wills, filing fees 605.00 . 130.00 SUBTOTAL SCHEDULE H-B7 735.00 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Patti M. Tarter wife 1/2 residue . 61 Valley View court Mount Union, PA 17066 2. William Tartar son 1/6 residue 16827 Hawk Ridge Rd. Lithia, FL 33547 3. Kenneth Tartar son 1/6 residue 130 Eliam Rd. Melrose, FL 32666 4. Andrew Tartar son 1/6 residue 738 Burdette Dr. Ashton, PA 19061 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET ll. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. Patti M. Tartar 2,850.07 61 Valley View Court Mount Union, PA 17066 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART IT - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2 850.07 RE~.'5'3EX+(* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Tartar Walter William SCHEDULE J BENEFICIARIES FILE NUMBER 21 05 0545 (If more space is needed, insert additional sheets of the same size)