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Home My WebLink About06-17-08A C 15056041169 REV- 1 X700 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box23oso1 INHERITANCE TAX RETURN (( p~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ~~ U~ ~~~ V ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201-16-5681 07102007 02131918 Decedent's Last Name Suffix Decedent's First Name MI WHITMOYER JANE S (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 INAPPROPRIATE BOXES BELOW ® 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82j 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCEAND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephr~ Number _:,, MURREL WALTERS III, EXEC 717-697 ~~~50 ~`` Firm Name (If Applicable) First line of address 54 EAST MAIN STREET Second line of address City or Post Office MECHANICSBURG State ZIP Code PA 17055 Correspondent's a-mail address REGISTER.QEIACltLS USE-ONLY , - „~ ~_~, ,. ~_ .,. - =-+ r~ -. T,, DATE FILED Under penalties f p jury eG re that I v xamined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corre a co p "t Declar on preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR E SPO I FOR FILING RETURN DATE ~ :l -G5'~ ADDRESS 54 EAST IN STREET, MECHANICSBURG, PA 17055 SIG RE PREPA O HEM THAN RESENTATIVE DATE ~,.. ~, .rz -vim L WHITCOMB EA, 43 WEST MAIN STREET, MECHANICSBURG, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041169 15056041169 15056042160 REV-1500 EX Decedent's Social Security Number Decedent's Name: JANE S WH I TMOYER 2 01-16 - 5 6 81 RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ........................................ 2. 3. Closely Heid 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 8 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 $ minus Line 11) ............ . ............... .. 12. 13. Charitable and Governmental Bequests/Sec 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) ...................... .. 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 15. 16. Amount of Line 14 taxable at lineal rate x .0 16. 17. Amount of Line 14 taxable at sibling rate x .12 17. 18. Amount of Line 14 taxable 7 7 5 13 4 8 4 , . at collateral rate x .15 1 g 19. TAX DUE ........................................................ 19. 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 33,813.81 1,454,636.02 19,775.13 1,508,224.96 76,769.68 16,419.39 93,189.07 1,415,035.89 1,415,035.89 0.00 72,716.27 72,716.27 Side 2 15056D42160 1505604216^ REV-1500 EX Page 3 Decedent's Complete Address: File Number 210 7 0 6 7 8 DECEDENT'S NAME JANE S WHITMOYER STREETADDRESS 100 MT ALLEN DRIVE CITY MECHANICSBURG STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 7 2, 8 3 8. 3 4 C. Discount 3. InterestlPenalty if applicable D. Interest 12 2 . 0 7 E. Penalty (1) Total Credits (A + B + C) (2) Total InterestlPena{ty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) (5B) 72,716.27 72,838.34 122.07 0.00 0.00 Make Check Payable fo: 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 : . . ...................................... .. ^ 0 b. retain the right to designate who shall use the property transferred or its income : .................. .. ^ c. retain a reversionary interest; or ....................................................... .. ^ d. receive the promise for life of either payments, benefits or care? ...................... . ....... .. ^ 2. 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 "intrust 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? ........................................................ .. ^ 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. §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 zero (0) percent [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 zero (0) percent [72 P.S. §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 four and one-half (4.5) percent, 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 transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling 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-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JANE S WHITMOYER 2107 0678 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JANE S WHITMOYER SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 2107 0678 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 CITIZENS BANK, CERTIFICATE OF DEPOSIT 102,211.28 2 ORRSTOWN BANK, CERTIFICATE OF DEDOSTT 107,760.06 3 SOVEREIGN BANK, CERTIFICATE OF DEPOSIT 30,872.61 4 AMERICAN NATIONAL INS CO, ANNUITY 50,090.70 5 SYMETRA FINANCIAL, ANNUITY 83,101.05 6 LEGACY BANK, CERTIFICATE OF DEPOSIT 150,188.73 7 TRANSAMERICA LIFE INS, ANNUITY 80,184.19 8 LEGACY BANK, CERTIFICATE OF DEPOSIT 100,098.03 9 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY 26,804.04 10 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY 9,481.21 11 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY 14,656.13 12 THRIVENT FINANCIAL FOR LUTHERANS, ANNUITY 5,702.96 13 PNC BANK, CERTIFICATE OF DEPOSIT 100,042.60 14 FULTON FINANCIAL, MONEY MARKET FUND 431,215.23 15 FULTON FINANCIAL, CERTIFICATE OF DEPOSIT 104,212.49 16 FULTON FINANCIAL, CERTIFICATE OF DEPOSIT 55,150.96 17 PA EMPLOYEE BENEFIT TRUST REFUND OF HEALTH INS 746.75 18 US TREASURY REFUND ON 2007 INCOME TAXES 2,117.00 TOTAL (Also enter on line 5, Recapitulation) I$ 1, 4 5 4, 6 3 6. 0 2 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) SCHEDULEF COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JANE S WHITMOYER 2107 0678 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINTTENANT(S)NRME ADDRESS RELATIONSHIPTO DECEDENT A. ALFRED L WHITCOMB 1 DONALD ST FRIEND MECHANICSBURG, PA 17055 B. C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTIONAND BANKACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REALESTATE. DATE OF DEATH VALUE OFASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~. A. 05/13/05 FULTON FINANCIAL, CHECKING ACCT 9,550.25 50 19,775.13 TOTAL (Also enter on line 6, Recapitulation) $ 19 , 7 7 5.13 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-06) SCHEDULE H FUNERAL EXPENSES & COMMONVIIEALTH OF PENNSYLVANIA gDMiNISTRATIVE COSTS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JANE S WHITMOYER 2107 0678 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~ MYERS FUNERAL HOME PREPAID 00 2 SHTREMANSTOWN UNITED METHODIST CHURCH FUNERAL MEAL 1,000.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions NameoiPersonalRepresentative(s) MURREL R WALTERS, III StreetAddress 54 EAST MAIN STREET City MECHANICSBURG State PA ZiP 17055 Year(s) Commission Paid: 2 0 0 8, (4 316 4. 5 0 -12 2. 0 7 I NT ON I NH .TAX 2. 3. 4. 5. 6. ~. 8. 9. Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimanl StreetAddress City State Relationship of Claimantto Decedent Probate Fees Accountants Fees Tax Return Preparer's Fees CUMB LAW JOURNAL, ADV PATRIOT NEWS ADV BANK SERVICE CHARGES ESTATE ACCOUNT 1,988.00 5,250.00 3,650.00 75.00 134.46 47.54 TOTAL (Also enter on line 9, Recapitulation) I $ 7 6 , 7 6 9 . 6 8 ZIP 43,042.43 21,582.25 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) SCHEDULEI DEBTS OF DECEDENT, COM NCHERITANCEDTAX RETURNANIA MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER JANE S WHITMOYER 2107 0678 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. BONNIE MILLER, TAX COLLECTOR FINAL PER CAPATA 11.00 2. MESSIAH VILLAGE, FINAL ROOM AND BOARD 9,452.50 3. WHITCOMB ACCT SERVICE PRIOR TO DATE OF DEATH 1,440.00 4. PEBTF, HEALTH INSURANCE FINAL BILL 890.36 5. PSERS, RETIREMENT OVERPAYMENT REPAYMENT 2,866.52 6. ALERT PHARMACY, FINAL BILLING 35.01 7. ALERT PHARMACY, CK PRIOR TO DEATH NOT CASHED 73.00 8. U S TREASURY, OVERPAYMENT SOCIAL SECURITY 1,343.00 9. PA DEPT OF REVENUE, FINAL PA INCOME TAX DUE 308.00 TOTAL (Also enter on line 10, Recapitulation) I $ 16 , 419.3 9 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER JANE S WHITMOYER ~~n~ nti~>~ RELATIONSHIP TO DECEDENT AMOUNTORSHARE NUMBER NAMEANDADDRESS 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)] 1 THOMAS WHITMOYER NEPHEW 100,000.00 21 LINBERG DRIVE, TRUMBULL, CT 06611 2 MARCY WRIGHT NIECE 90,000.00 PO BOX 647, MORGANTOWN, PA 19543 3 MAGGIE BARKLEY NIECE 90,000.00 371 N MIDDLESEX RD,CARLISLE,PA 17013 4 DAVID SWARTZ GREAT-NEPHEW 30,000.00 3465 TUSCARORA PASS,LOYSVILLE, PA 5 MARK SWARTZ GREAT-NEPHEW 30,000.00 1183 YORK RD,MECHANISBURG,PA 17055 6 LARRY SWARTZ GREAT-NEPHEW 30,000.00 232 N HIGH ST,BIGLERVILLE, PA 17307 ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWNABOVE ON LINES 15 THROUGH 1 8,AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 AMERICAN ITEART FUND 471,678.63 1019 MUMMA ROAD,WORMLEYSBURG, PA 2 AMERICAN CANCER SOCIETY 471,678.63 128 LUCY AVE, HERSHEY, PA 3 ARTHRITIS FOUNDATION 471,678.63 17 SO. 19TH STREET, CAMP HILL, PA TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 1 , 415 , 0 3 5 . 8 9 (If more space is needed, insert additional sheets of the same size) ESTATE OF JANE S WHITMOYER SCHEDUE J, PART 1 FILE NUMBER 2107 0678 (PAGE 2) NUMBER NAME AND ADDRESS RELATIONSHIP AMOUNT 7 BETH REICHENBACH GREAT- NEICE $ 22,500.00 117 SHEAFFER LANE, ICKESBURG, PA 17037 8 CRAIG SHEAFFER GREAT-NEPHEW $ 22,500.00 65 SHEAFFER LANE, ICKESBURG, PA 17037 9 BRIAN SHEAFFER GREAT-NEPHEW $ 22,500.00 R D BOX 316 PORT ROYAL, PA 17083 10 KATHY LUTHER FRIEND $ 5,000.00 7 SUSSEX CIRCLE, CAMP HILL, PA 17011 11 ALFRED L WHITCOMB FRIEND $ 19,775.13 1 DONALD ST, MECHANICSBURG, PA 17050