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Home My WebLink About08-11-06 --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue . Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth 174-20-0293 04/20/2004 11/04/1926 Decedent's Last Name Suffix OFFICIAL USE ONLY County Code Year File Number 21 05 1093 MCALLISTER JEAN Decedent's First Name (If Applicable) Enter Surviving Spouse's Information Below Last Name Suffix Spouse's First Name . Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ...:. 1. Original Return 2. Supplemental Return 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) MI E MI .~('1 '~:-I + l Max E. McAllister Firm Name (If Applicable) First line of address 709 Florence Circle Second line of address City or Post Office State ZIP Code Mechanicsburg PA 17050 (717) 732-6163 r-<l )'.:'~-:Jo .. .....................:.....,:......................{......":)....... REGISTER OF WILLS USE;oNLY - --~ -.:"1 !~...) DATIE FILED ~_.:'-1 CO Correspondent's e-mail address: 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, correcl- d complete. claration of preparer othe n the personal representative is based on all information of which preparer has any knowledge. SIGNATURE N R NG RETURN DATE 8hol O~ ADDRESS 10'\ ~\MQ.'''\UL (''<'Lk. {'\\...J\. f ~ \ I05{:J SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY L 15056051058 Side 1 15056051058 -.J ---I 15056052059 REV-1500 EX Decedent's Name: JEAN E MCALLISTER RECAPITULATION 1. Real estate (Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) ......, Separate Billing Requested. . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ...... Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subjectto Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X .045 3,815.74 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 15. 16. 17. 18. Decedent's Social Security Number 174-20-0293 0.00 0.00 0.00 0.00 6,378.87 0.00 0.00 6,378.87 2,563.13 0.00 0.00 3,815.74 0.00 3,815.74 171.71 171.71 15056052059 --.J REV-1500 EX Page 3 Decedent's Complete Address' .I'.I.I.e.l'l!!mber... .1093 DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER JEAN E MCALLISTER 174-20-0293 STREET ADDRESS 709 Florence Circle CITY I STATE I ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 171.71 Total Credits ( A + B + C ) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, 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. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5) (SA) (5B) 171.71 15.46 187.17 A. Enter the interest on the tax due. 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;.......................................................................................... D 00 b. retain the right to designate who shall use the property transferred or its income; ............................................ D 00 c. retain a reversionary interest; or.......................................................................................................................... D [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... D [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D [K] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 is zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot 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 zero (0) percent [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 four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. 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. REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF MCALLISTER, JEAN E. FILE NUMBER 21-05-1093 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. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. First National Bank of Marysville Checking Account 4,091.20 1,513.00 82.17 2. Commonwealth of PA Unclaimed Property-John Hancock Financial Services 3. Commonwealth of PA Unclaimed Property-Great American Financial 4. Commonwealth of PA Unclaimed Property-American Financial Group 346.25 5. Commonwealth of PA Unclaimed Property-American Financial Group 346.25 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 6,378.87 REV-1511 EX+ (12-99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF MCALLISTER, JEAN E. FILE NUMBER 21-05-1093 Debts of decedent must be reported on Schedule I. ITEM NUMBER A, DESCRIPTION AMOUNT 1, FUNERAL EXPENSES: Michael J. Shalonis 770.18 B ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 750.00 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 5, Accountant's Fees 6. Tax Return Pre parer's Fees 7. HCR Manor Care 8. Frank Snyder - Head stone 9. United American Insurance Premium 66.00 657.00 118.00 201.95 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 2,563.13 REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MCALLISTER, JEAN E. FILE NUMBER 21-05-1093 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}J 1. Max Ian McAllister Grandson 25% 2. Gabriella N. McAllister Granddaughter 25% 3. Oemi M. Sadock Granddaughter 25% 4. Kali A. Sa dock Granddaughter 25% 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 ofthe same size) Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 1007 8/11/2006 MCALLISTER TEAN E 21-05-1093 NUDEL STEPHEN ESQ 219 PINE STREET AJW HARRISBURG, PA 17101 Qty 1 Fee Description Additional Probate Fee Total 25.00 $25.00 Total: $25.00 Olecks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MCALLISTER MAX E 709 FLORENCE CIRCLE MECHANICSBURG, PA 17050 __n__n fold ESTATE INFORMATION: SSN: 174-20-0293 FILE NUMBER: 2105-1093 DECEDENT NAME: MCALLISTER JEAN E DATE OF PAYMENT: 08/11/2006 POSTMARK DATE: 08/10/2006 COUNTY: CUMBERLAND DATE OF DEATH: 04/20/2004 NO. CD 007091 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $187.17 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BASS FEVER GUIDE SERVICE CHECK# 12626 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $187.17 GLENDA FARNER STRASBAUGH REGISTER OF WILLS LAW OFFICES STEPHEN C. NUDEL, PC 219 Pine Street Harrisburg, Pennsylvania 17101 STEPHEN C. NUDEL ANDREW T. KRAVITZ BRADLEY A. WALKER VIA OVERNIGHT MAIL (717) 236-5000 FAX (717) 236-5080 August 10, 2006 Register of Wills One County Courthouse Square Carlisle, PA 17013 Re: Estate of Jean E. McAllister No. 2005-01093 Dear Sir/Madam: Enclosed please find an original and 2 copies of the Inheritance Tax Return regarding the above matter. Please file the original and return a time-stamped copy to me in the enclosed envelope. In addition, I am enclosing a check in the amount of $187.17 representing the tax and interest due as well as a check in the amount of $15.00 to cover the filing fee. Thank you for your cooperation. Very truly yours, ~lvr0 C. )J,J.J) /"M Stephen C. Nudel SCN/jlm Enc. cc:roMr. Max E. McAllister (w/enc.) l{) C'.l L'~_ \..t:) t.::-~-' ,,----, (-~~ o C. VI 0 -- ~ ClJ e-5 a e o 0 "'0';: ~3: .- 0 c."'O C.c :s oi - .... .... ClJ ClJ"'O VI c .E :I T @ E o u V\ Cl.. :::l :':::: V'l > '- o ..--. r--. r--. 00 l.(') I N <:::t r--. I C> C> 00 I .-- ----- @ V\ Cl.. :::l :li&:: ~ Cl.. 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