HomeMy WebLinkAbout07-05-06 (2)
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REV-1500
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209-46-1243
1'1/'13/2005
05115/1955
La Vanture
Terry
. 1 Onrj1nal Return
2 Supplemental Return 3 Remainder Return (date of death
4a Future Interest Compromise (date of 5 Federal Estate Tax Return Reaulred
7 Decedent Maintained a Livlna Trust 8 Total Number of Safe Deoosit Boxes
10 Soousal Povertv C<edit (date of death 11 t=.lection to tax under Sec 9113(A)
4 L!mlted Estate
b Decedent Died Testate
9 Lltlaatlon Proceeds Received
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
Name Daytime Telephone Number
,jOsnua La vamure
~~aniC (If /l,pplic{jbh~,
r-..)
~.:)
REGISTER OFWI~\S USE ONgr~
~!rst lins ()f addr~:~s~~
448 HillSide Ave
U.j
Second line ot ddclress
-ct
City or Post Office
State
DATE FILED
ZIP Code
E i iza bethtown
PA
17022
Correspondent's e-mail addressvanture@maliclty.COm
Under nerle:r!les of DWlury. I declare that! h,'lve examined this return, inciudlnq accompanyina schedules and statements. and to the best of rrw kllowiedqe and belief
t ':::. Irl (-(1rrf.~d ~1ild rnrnplpff:.' fil?(i;V'3tinn nf flrpp~rpr (Jther- fil,-'Hl thp rPrson8i f8fYP<:l?nl8tivp i~ r_13s8ri fir) 811 inforrn;::1tl(ln nf wrlirh :lrp~;:lrpr ',;:IS ;':l1l\' Knnwipd~Jl-'>
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:o!l~NMURI:: Dr PREJ'i\RER OTHER TH,~N REPRESENT^,!VE
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17(/1.-2
DATE
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File Number
r---OECEDENr-s NAiv1E----.-~--.-..--~--.
I
i Terry L La Vanture
iSTRf:El ADDRESS
j 200 Faith Circle
!
DE.CEDENT'S SOCIAL SE.CURll Y NUMBER
209-46-1243
Carlisle
STATE
PA
liP
CI r y
17013
000
000
000
0.00
0.00
() no
5.011.87
5,011.87
REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Old decedent m~ke ~ transfer ~nd
a retain the use or Income of the property transferred:H..
b retain the nqht to designate who shall use the property transferred or Its income:
c retain a reversionary Interest orH
rJ receive the promise for ilfe of either pavments. benefits or care?
Yes
Nn
.)( :
.IC :
,I(I
without receiving arJeouate consideration?
Old decerJent own an "Ill trust for" or payable upon rJeath bank account or securltv at his or her death').
)(
contains a beneflclarv rJesianation?
F THE ANSWER TO ANY OF THE ABOVE QUEST ONS S YES, YOU MUST COMPLETE SCHEDULE G AND F LE T AS PART OF THE RETURN
For dates of death on or after Ju v 1 1994 and before January 1 1995. the tax rate imoosed on the net va ue of transfers to or for the use of the surviVing soouse
IS three (31 percent [72 PS ~9116 (a) (11) ilil
For dates of death on or after January 1 1995 the tax rate Imoosed on the net va ue of transfers to or for the use of the surViving spouse is zero (0\ oercent
[72 PS ~9116 (a) (11) Iii)] The statute QQ~~.rlQtexemJ2l a transfer to a surviving spouse from tax. and the statutory regulrements for dlscosure of assets and
Ii !ng a tax return are st! app Icab e even If the survIving spouse IS the on V benefiCiary
For dates of death on or after Ju vl 2000
The tax rate Imposed on the net Vel ue of transfers from a deceased chi d twenty one years of age or \/Qunger at death to or for the use of a natura parent. an
adoptive parent. or a stepparent of the chi d IS zero (0) percent [72 PS ~9116(a)(1 2)]
The tax rate Imoosed on the net va ue of transfers to or for the use of the decedent's Inea beneficianes is four and one ha f (4 5) oercent. exceot as noted In
72 PS ~911G{1 21[n PS ~9116(a)(1
The tax rate Imoosed on the net va ue of transfers to or for the use of the decedenfs Sib ings IS twe ve (12: percent [72 PS ~9116(al(1 3\] A Sib ing is defined. under
Section 9102. as an II1dlVldua who has at east one parent in common with the decedent. whether by b ood or adoption
-l
L La Vanture
f~c>31 estate (Schcdul8 A)
Stocks and Bonds (Schedule B \
Closely Held Corporation, Pal1nelship or Sole-Proprietorship (Schedule C)
4 Mortgages & Notes Receivable (Schedule D)
Casll, Bank Deposits & Miscellaneous Personal Property (Schedule EJ
Ii JOintiy Owned hopcrty (Schedule F) Separate Bii!ing RDquested
7 Inter-V,vos Transfers & Misc(,llaneous Non-Probate Property
i Sclledule G I Separate Blilinq Requested
ftotal Lines 1..7)
9 Funeral Expenses & AdrnlrHstratlve Costs (Schedule H)
1() Debts of Decedent. fvloltgage liabilities, & Liens (Schedule I)
'\CJtal Unps 9 & 1 Q)
I Line 8 minus Lme 1t i '
':J Charitable ana Governmentai Bequests/See 9113 Trusts for which
ail electIon to tax has not been rr.adc (Schedule J}
iL,1I1e 12 minus Lme 13)
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
x
Amount of Lme 14 taxable
dl lineal rate X 045_
111,37484
at ~::,ibl:nq r3te
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209-46-1243
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113,00000
0,00
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11,96803
ClOO
000
124,968.03
9196,95
4,39624
13,593.19
111,37484
111,374.84
5,01187
5,011.87
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