HomeMy WebLinkAbout10-18-07
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15056041147
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
OFFICIAL USE ONLY
County Code Year
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 7
File Number
00650
Date of Birth
174202511
07062007
02191927
Decedent's last Name
Suffix
Decedent's First Name
MI
KING
SR
WILLIAM
R
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's last Name
Suffix
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
iii 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death
prior to 12.13-82)
0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
0 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Allach copy of WiH) (Allach Copy of Trust)
0 9. Litigation Proceeds Received 0 10 Spousal Poverty Credit ~date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31-91 and -1-95) (Attach Sch. 0)
~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ame Daytime Telephone Number
JAMES M ROBINSON 7172459688
..)
Firm Name (If Applicable)
TURO LAW OFFICES
REGISTER OF WillS USE~L Y
First line of address
28 SOUTH PITT STREET
Second line of address
--,
I c-."
-'
CARLISLE
State
PA
ZIP Code
17013
DATE FILED
c-"'!
G)
City or Post Office
Correspondent's e-mail address:
Under penalties of pe~ury, 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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knOWledge.
SIGNATURE OF P. SO PQNSIBlE FILING RETURN loll ~E~ 7
William R. King, Jr. ,) / (,
DATE
James M Robinson
Jb .? D1
17013
L
Side 1
15056041147
15056041147
.-J,~
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15056042148
REV-1500 EX
Decedent's Social Security Number
Decedent.s Name:
KING, WILLIAM ROBERT SR
174202511
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.
17,696.07
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) 0 Separate Billing Requested............. 7.
9. Funeral Expenses & Administrative Costs (Schedule H).........................................
9.
17,696.07
---------------- -- --_._----~-~--_.._.
5,808.25
3,139.25
8,947.50
8,748.57
8. Total Gross Assets (total Lines 1-7).......................................................................
8.
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 Governmental Bequests/See 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13).................................................
~-- -- ---'-----".---"---------. -. --._,_._....__.__...~---~-- '-------- -.....-..-. . ._._-_...._---_._,---.-.__.------_.--~--_.------~
TAX. COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14"i'8iCable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
14.
8,748.57
15.
8,748.57
16.
393.69
17.
18.
19. Tax Due.... .......... ............. .................. ........................................................................ 19.
393.69
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
D
Side 2
L
15056042148
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
N
King, William Robert Sr
STREET ADDRESS-----.--~-----
161 Old Gap Road
File Number 21 - 07 - 00650
------~._~----~,.~"'---_._..~-_._~~
CITY
---~--- --n-~n--T STATE
ZIP
Carlisle
PA
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1) 393.69
Total Credits (A + 8 + C)
(2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. 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.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
0.00
393.69
393.69
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;................................................................m............... 0 [!J
b. retain the right to designate who shall use the property transferred or its income;.................................... [J :-il
c. retain a reversionary interest; OL................................................................................................................. D [!:]
d. receive the promise for life of either payments, benefits or care?.............................................................. [J [:!J
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................................................................................. ..... [:!J
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ l!J
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..................................................... ....................................... .............. ............ [:!J
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
._IIlI!~m~:,UL IlnllFil II r 11111_ L__l_.UL_!I!I1l11 _--II 1I1!111tT1:1 1111I111l_
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 exemDt 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 or for 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.
I
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,=""c='='""c=c_"-=c__.='"'=-'-=~c='=====c.=C"_='=c'IFILE'NUMBER"=======
ESTATE OF King, William Robert Sr 121 _ 07 _ 00650
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COt.NONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
----------' ------ '"-'-'-'-~'--"'--~-'---"---'-------'~'-----,--,-~---'-"'-'---'--'~---------"--'----'_.__...-.-------..._--._..._---".._----._'-----".._---~.._----_..-."----
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
----.-.~-.._-----...-----_....---.-..----..-~-..-,,-- -----._.___...,._____n.__ ____.___ ...__~_________.....__.__.______
DESCRIPTION
VALUE AT DATE OF
DEATH
----_._~-----"-~-
13,396.07
-----".-----..- - -----'~-_.__.._~-._-----_._--------_._--_.--- --_..._----_._~-.~..._-_._-----~
Citizens Bank Acct. No. 610072-796-3
2 1997 Chevrolet Blazer
4,300.00
--_._--~-,------.-._-_.~_._.-.. .__."'--_..~.~--~_..-~---~---.._--~~_._-- ---_.,----_._._._-~-_..-
TOTAL (Also enter on Line 5, Recapitulation)
17,696.07
I
1
I
__ ___________ ____ __~______ ______+- _____ _______ __________________ _____ ____J_____________ ----------------
I FILE NUMBER
~!"J"A!-= OF ~i~,_~illia.m ~obert~_____________ ________~__~____n'___ ~~.Q7___00~50_________
Debts of decedent must be reported on Schedule I.
-~I~----~-------~--~-----~-------------------~-----------------------------~~~--
ITEM . DESCRIPTION 'I AMOUNT
NUMBER, FUNERAL EXPENSES: '
----------+-------------------~~----------------------- ---------- --~----+--~--- -----------
A. 1 I Ewing Brothers Funeral Home, Inc.
*'
SCH3X1.E H
FlIERAL EXPENSES &
AIl\tftSTRAllVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
4,415.94
2 Travel Expenses to Funeral
165.91
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
Attorney's Fees Turo Law Offices
State
Zip
2.
848.80
3_ Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Cumberland Law Journal
The Sentinel - Legal
5. Accountant's Fees
State
Zip
136.00
75.00
166.60
6_ Tax Return Preparer's Fees
7 _ Other Administrative Costs
1
~-~-~-----~------"-.----_....._--_._.__._---_._._~_..-----..---
TOTAL (Also enter on line 9, Recapitulation)
5,808.25
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COIII.4ONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT !
====c=c=-="=c==c=C"==cc ! =,===~=c=c===""====+F1LENUMBER-"==c==='=
ESTATE OF King, William Robert Sr 121 - 07 - 00650
-~--~--"-_."~""--~..-"""---~"""~~"--"-"-"---"--"-----"""---"""--""-"""~----"_.~---"-~--"."--""-"--"-"-"-------~
Include unreimbursed medical expenses.
_."~._-----------_._-_.._..._~--_...~~_._---_...~--'---~.._-_.__.._--~----_.__.._-~--_._--'_.__..~
ITEM
NUMBER
DESCRIPTION
AMOUNT
1 R & R Home Repair - to remove and destroy mobile home
-_...._-_._----_.----~._----,---_.~-.._----_.-._~---'-_..-------------~---------_._--_._~. -----_._~_.-
2,099.93
2 Robin Sollenberger, Tax Collector - 2007-2008 Tax
16.69
3 PPL Electric Utilities
74.57
4 Embarq
66.30
5 Tractor Supply - Supplies for Removing Property from Mobile Home
25.84
6 Tater's Carlisle Radiator & Auto Repair - Repair Expense for Chevy Blazer
170.53
7 Cumberland Valley Welding - Inspection of Chevy Blazer
55.39
8 Ray Self Storage - Store Decedent's Personal Property
630.00
-----.~---_..__._-_.~----_.--_..,--_.-'------~--_.~~----_..',,--,--
TOTAL (Also enter on Line 10, Recapitulation)
3,139.25
J.......,9
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01
WilLIAM ROBERT KING
I, William Robert King of Carlisle, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do make, publish and
declare this to be my Last Will and Testament, hereby revoking and making void all
previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of
my just debts, funeral expenses and expenses involved or connected with the
administration of my estate as soon after my death as is reasonably possible.
However, my personal representative need not accelerate and pay those unmatured
obiigations which, in his, her or its opinion, it might be proper and more
advantageous to retain or renew and pay as they become due and payable. If I do
not own a burial plot or a grave marker at the time of my death, I authorize my
personal representative, in his, her, or its sole discretion, to purchase a burial plot and
to erect a suitable marker at my grave, and to expend sums from my estate for this
purpose.
1/
r....
. ; )
SECOND
I give, devise, and bequeath my entire estate together with all insurance
proceeds thereon of whatever nature and wheresoever situate to my beloved son,
William Robert King, Jr., of Carlisle, Cumberland County, Pennsylvania, providing
that he survives me by sixty (60) days, per stirpes.
THIRD
Should my son, William Robert King, Jr., predecease me or die on or before
the si>,'tieth (60th) day fo!!m....ing my death, leaving no descendants, then l give,
devise, and bequeath my entire estate together with all insurance proceeds thereon of
whatever nature and wheresoever situate in equal shares to my brothers and sisters,
who survive me by sixty (60) days, per stirpes.
FOURTH
My executor is authorized and empowered to exercise from time to time in his,
her or its sole discretion and without prior authority from any Court, in respect of any
property forming part of any trust hereby created or otherwise in its possession
hereunder all powers conferred by law upon executors and the testator intends that
such powers be construed in the broadest possible manner.
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FIFTH
I nominate, constitute and appoint my son, William Robert King, Jr., Executor
of this my Last Will and Testament. In the event William Robert King, Jr. is
deceased, unable or unwilling to serve or shall cease to serve for any reason
whatsoever, then I nominate, constitute and appoint Charles E. King, of Carlisle,
Cumberland County, Pennsylvania, to serve instead. I direct that my personal
representative shall not be required to give or post bond for the faithful performance
of his, her or its duties in tllis or any other jurisdiction.
NINTH
I hereby declare it to be my expressed desire that my personal representative
employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advice and
assistance regarding this my Last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters that may arise at
the probate of this instrument, the administration of my estate, and the execution of
the powers herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and
Testament this 5th day of March, 1998.
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Witness (
~~~~;to;,:;t~in:{ . ;(~~~:l.
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Witness
ACKNO'NLEDGEM ENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, William Robert King, the Testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to the law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntaiy act
for the purposes therein expressed.
l;yr-c.j~.oJ/~.G>''yY) IJ~' l1~lc~: k'(V'"
William Robert King A
Sworn or affirmed and acknowledged before me by William Robert King, the
Testator, this 5th day of March, 1998.
IIOI'NIAL lEAL
1<Jh_&lAMI <UIPtNrJER. NaeIry NIle
c.tk..~ BDro. ~.d CUIlJ. PA
COllamlufon Mart. ~ 2IllGO
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"}/;ltit61/ eLl / i! (
/'Notary Public
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, Robert J. Mulderig and Matt McClenahen, the witnesses whose names are
attached to the foregoing document, being duly qualified according to the law, do
depose and say that we were present and saw testator sign and execute the
instrument as his Last Will and Testament; that he signed willingly and that rle
executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the testator signed the Last Will and
Testament as witnesses and that to the best of our knowledge the testator was at the
time 18 or more years of age, of sound mind and under no constraint or undue
influence.
cir~ _
(,//,{; //"~' .~~
I~<.tr- McC( ~"'~
Sworn or affirmed and subscribed before me by Robert J. Mulderig and Matt
McClenahen this 5th day of March, 1998.
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(Notary Public
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