HomeMy WebLinkAbout07-31-0815056051047
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Po Box 2aosol INHERITANCE TAX RETURN ,~ \ Q ~ 0 ~ ~~ ~
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 7 5 1 0 5 6 4 4 0 2 2 5 2 0 0 8 1 0 1 1 1 9 1 4
Deceedent's Last Name Suffix Decedent's First Name MI
W i l h e l m T h e l m a H
(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
r 1. Original Return O 2. Supplemental Return
O 4. Limited Estate O 4a. Future Interest Compromise (date of
death after 12-12-82)
~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust
(Attach Copy of Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
O 3. Remainder Return (date of death
prior to 12-13-82)
O 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
O 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
A n t h o n y L D e L u c a E s q. 7 1 7 2 5 8 6 8 4 4
Firrr Name (If Applicable)
First line of address
P O B o x 3 5 8
Sec~~nd line of address
1 1 3 F r o n t
City or Post Office
S t r e e t
B o i l i n g S p r i n g s
Con~espondent's a-mail address
State
P A
ZIP Code
~,
REGISTE' ^ WILLS US~ NLY _
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'`DATE FILED O ' ~ ?
1 7 0 0 7
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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ATE
~?E~33 ~r v 'ZV ~oL /i 7}-0 2
SIGNAJJ~2E OFAI~PARER QT~yE~t THAf~tE~c~FS~1TA E ~ ~AT~
:Q ~~SOQ(' 3-S~ // ~ l~l`d/W`J Yfta~~" _ ~ a ti /~/~tlG
PLEASE USE ORIGINA FORM ONLY
Side 1
15056051047 15056051047
15056052048
Decedent's Name
RECAPITULATION
1. Real estate (Schedule A) . .......................................... .. 1. 0 • 0 0
2. Stocks and Bonds (Schedule B) ..................................... .. 2. 0 . 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 0 0 0
4. Mortgages & Notes Receivable (Schedule D) ........................... .. 4. 0 • 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 4 4 6 5 4 3
6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0 . 0 0
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested...... .. 7. 0 . 0 0
8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 4 4 6 5 4 3
9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 6 9 7 • 0 0
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 0 0 0
11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 6 9 7 . 0 0
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 3 7 6 8 • 4 3
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13. 0 . 0 0
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 3 7 6 8 • 4 3
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
at collateral rate X .15 3 7 6 8 4 3 18. 5 6 5 2 6
19. TAX DUE .........................................................19. •
REV-1500 EX
Decedent's Social Security Number
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
~~-,
15056052048
Side 2
15056052048
O
REV-1500 EX Page 3 File Number
Decedent's Complete Address:
Thelma H. Wilhelm
__ __ _ - - -
__
STREET ADDRESS
Thornwald Home, 442 Walnut Bottom Road
_CITY __ STATE _ _ ZIP. _ __ -
Carlisle, I PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19) (1) $ 5 6 5.2 6
2. CreditslPayments
A. Spousal Poverty Credit -~-_
- -_ - - --
B. Prior Payments _ 0 _
__
C. Discount _ 0 _
- Total Credits (A + g + C) (2) - 0 -
3. Interest/Penalty if applicable
D. Interest - Q -
_
E. Penalty
Q _
_- _ _
_ Q
Total Interest/Penalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is khe 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. (5) 5 6 5.2 6
A. Enter they interest on the tax due. (5A) _ 0 _
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 5 6 5.2 6
Make Check Payable fo: REGISTER OF W-LLS, 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 :.................................................................................... ...... ^
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 "in trust for" or payable upon death bank account or security at his or her death? ....... ....... ^ 0
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.
REV4508 EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
IPJHRESIDENTDECEDENTRN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Thelma H. Wilhelm
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~~ Refund check from United Church oft~xist Homes
$3,992.80
2. ~ Refund check from Highmark
472.63
TOTAL (Also enter on line 5, Recapitulation) I $ 4 , 4 6 5 . 4 3
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (10-06)
COMMONWEALTH OF PENNSYLVANIA
IN_ HERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma H. Wilhelm
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
j~ Greenmount Cemetery and Cremation Gardens $237.00
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representatives}
Street Address
City
Year(s) Commission Paid: __!
2. Attorney Fees including Small Estate Petition
Anthony L. DeLuca, Esquire
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address _ -.
4.
5.
6.
7.
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Filing Fee for Inheritance Tax and Inventory
TOTAL (Also enter on line 9, Recapitulation) I $
(If more space is needed, insert additional sheets of the same size)
State Zip
400.00
30.00
30.00
697.00
LAST WILL AND TESTAMENT
OF
THELMA H. WILHELM
I, THELMA H. WILHELM, a resident of Thornwald Home, 442
Walnut Bottom Road, Carlisle, Cumberland County, Pennsylvania
being of sound mind, memory and understanding, do hereby make,
publish and declare thirs~-~-~o beLmy~.-L-.~:s~~''~`TM~~~'~ai~i~lr~'`~" `.,
revoking all Wills and Codicils heretofore made by me.
ITEM l: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my
residuary estate all estate, inheritance and like taxes together
with any interest or penalty thereon imposed by the government of
the United States, or any state or territory thereof, or by any
foreign government or political subdivision thereof, in respect to
all property required to be included in my gross estate for
estate, inheritance or like tax purposes by any of such govern-
... _...
~.. ..
meats, wlet-he~r~"'~i~
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
THELMA H. WILHELM
LAST WILL AND TESTAMENT
OF
THELMA H. WILHELNi
ITEM 3: I give, devise and bequeath all of the rest,
residue and remainder of my estate, real, personal and mixed, of
whatsoever kind and nature, and wheresoever situate at the time of
my death, unto NANCY MYERS of Stewartstown, R~:D.~.3, fork County;
Pennsylvania, provided, however, that she survives me and is
Giving sixty (60) days after the date of my death.
ITEM 4: If-and in the event that NANCY MYERS of Stewarts-
town, R.D. #3, York County, Pennsylvania, does not survive me and
.is not living sixty (6d) days after the date of my death, then and
in such event, I give, devise and bequeath all of the rest,
residue and remainder of my estate, real, personal and mixed, of
whatsoever kind and nature, and wheresoever situate at the time of
my death, unto the HEIDELBERG UNITED CHURCH OF CHRIST of York,
York County, Pennsylvania absolutely, to be used for the general
purposes of said church.
_. _ , ., ,.
plot in Greenmount Cemetery, York, Pennsylvania, and that the date
of my death be cut on the tombstone already in place at said
burial plot. I further direct that the cost for the cutting of
the date of my death shall be paid from my estate prior to the
distribution of any funds to the Heidelberg United Church of
C'.hris~t .
... ~ ~~~
_ rt~,~
LAST WILL AND TESTAMENT
OF
THELMA H. WILHELM
ITEM 6: I hereby nominate, constitute and appoint NANCY
MYERS, Executrix, of this my Last Will and Testament, with full
power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for
her performance of this office.
If and in the event that the said NANCY MYERS, does not
survive me and is not living sixty (60) days after the date of my
death, o°r does not complete her duties as Executrix, then and in
such event, I hereby nominate, constitute and appoint MARY
CUNNINGHAM, Executrix, of this my Last Will and Testament, with
full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
security is required of her in this or any other jurisdiction for
her performance of this office.
_. ,. ,.
,, _, .
ITEM 7:: If any ~pao~i;s~;~ ..:~
:hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
:reasonable.
i JfJ ~ ,
THELMA H. WILHELM
-3-
OF
THELMA H. WILHELM
I:N WITNESS WHEREOF, I, THELMA H. WILHELM, the Testatrix, have
to this my Last Will and Testament, typewritten on four (4)
consecutively numbered pages, subscribed my name and affixed my
i
~~~''~~ ~~~-~,~../. .. (SEAL )
Signed, sealed, published and declared by the above named THELMA
H. WILHELM, as and for her Last Will and Testament, in the
presence of us, who have hereunto subscribed our names at her
request, as witnesses hereto, in the presence of the said
Testatrix and f each other.
7
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