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Home My WebLink About01-15-09 (2)~ REV-1500 15056041147 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 21 0 8 0 0 7 6 3 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 192300501 07132008 10061937 Decedent's Last Name Suffix Decedent's First Name MI ACKER NANCY L (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 ® 1. Original Return ^ 2. Supplemental Retum ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-12A2) ® 6 Decedent Died Testate ^ ~ Decedent Maintained a Living Trust _ _. _ 8. Total Number of Safe Deposit Boxes (Attach Copy of Wilt) (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 CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GALEN R WALTZ 7172459688 ^'J Firm Name (If Applicable) TURO LAW OFFICES First line of address 28 SOUTH PITT STREET Second line of address City or Post Office CARLISLE Correspondent'se-mail address: gWaltZ@turOlaW.COm PA 17050 State ZIP Code PA 17013 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. SIGNF~SHf~E OF PERSON RESF~SIBJ_E FO~ IL,fNG RETURN DATE 7. , _ ~ C/,,-G~L~ ( c' . ~.Jlc ~ . Pe99Y L. Walmer 7~ ~.;,~~-~~, / `~, -~c~'~~ 139 Hill Lane, REPRESENTATIVE Galen R. Waltz ~. 2Z5~IILLS U S~ONLI'~- -. r.._ , ; .1 _:. =' ~ ~ - ~~ -3 `- ~_ - _= ~~ DATE FILED tV DATE S'~d 28 South Pitt street, Carlisle, PA 17013 Side 1 15056041147 15056041147 J ~~ 15056042148 REV-1500 EX Decedent's Social Security Number ~ecede~rs Name: A C K E R, NANCY LEE 1 9 2 3 0 0 5 01 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. 2 2 , 8 7 8 1 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 0 0 0 (Schedule G) ^ Separate Billing Requested ............. 7. . 8. Total Gross Assets (total Lines 1-7) ....................................................................... __ _ __ 8. 2 2, 8 7 8 1 0 9. Funeral Expenses & Administrative Costs (Schedule H).......... ........... 9. 1 2 , 16 9 . 5 7 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ............................... . 10. 2 1 3 . 8 9 11. Total Deductions (total Lines 9 & 10) ..................................................................... . 11. 1 2 , 3 8 3 . 4 6 12• Net Value of Estate (Line 8 minus Line 11) ............................................................ . 12. 1 O , 4 9 4 . 6 4 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. 1 0 , 4 9 4 6 4 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 .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate x .15 10 , 4 9 4. 6 4 18. 1, 5 7 4. 2 0 19. Tax Due ................................................................................................................... .. 19. 1, 5 7 4. 2 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 15056042148 15056042148 J REV-1500 EX Page 3 Decedent's Complete Address: Fiie Number 21 - 08 - 00763 Acker, Nancy Lee STREET ADDRESS 210 Senate Avenue, Apt. 426 CITY Camp Hill __ _ - __ STATE Pa ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable p. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,574.20 0.00 0.00 1,574.20 1,574.20 Make Check Payable to: REGISTER OF WILLS, AGENT .!$ T Y 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 :.................................................................................. __~ I x b. retain the right to designate who shall use the property transferred or its income :.................................... ~ ~ [ xJ c. retain a reversionary interest; or .................................................................................................................. ~ x~ d. receive the promise for life of either payments, benefits or care? .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... x 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death?......... i x~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... x 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 decedents 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 decedents siblings is twelve (12) percent [72 P.S. §9116 (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. INVENTORY REGISTER OF WILLS OF COMMONWEALTH OF PENNSYLVANIA } SS CouNTY of Cumberland } Peggy L. Walmer Personal Representative(s) of the Estate of Acker, Nancy Lee -__ _- _. __ deceased, depose(s) and say(s) that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. /~ I verify that the statements made in this Inven- % ~ ~ tory are true and correct. I understand that false state- } ~_ C ` ~' ' \ ,~ ~ (, f` ~ 1 7 Z C `Z- ments herein are made subject to the penalties of ~e99Yalmer 18 Pa.C.S. § 4904 relating to unsworn falsification to } authorities. Attorney -- (Name) Galen R Waltz (Supreme Court I.D. No.) 39789 __ (Firm) Turo Law Offices _ _ _ __ (Address) 28 South Pitt Street Carlisle, PA 17013 CUMBERLAND COUNTY, PENNSYLVANIA File Number 21 - 08 - 00763 (Telephone) 7171245-9688 DATE OF DEATH LAST RESIDENCE 210 Senate Avenue, Apt. 426 DECEDENTS SOC. SEC. NO. 7/13/2008 Camp Hill, Pa 17011 _ 192-30-0501 FIGURES MUST BE TOTALED Personal Property Holy Spirit 401 k 16,409.14 Fidelity Investments Institutional Operations Co., Inc. 82 Devonshire Street, Boston, Massachusetts, 02109 The value at distribution to estate was devalued as a direct result of the falling market place and the amount the estate received was $13,554.40 net from the gross amount of $15,060.45 minus federal tax of $1,506.05 PNC Bank Account No. 5140129298 6,468.96 Checking Account Total Personal Property 22,878.10 (Attach additional sheets if necessary) Total Personal Property and Real Estate $22,878.10 REV-1573 EX+(}pp) _ ~ SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES I NHERrrANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Acker, Nancy Lee FILE NUMBER 21 - 08 - 00763 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) DECEDENT (Words) ($$$) RECEIVING PROPERTY Do Not List Trustee(s) I~ TAXABLE DISTRIBUTIONS[include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Kaitlin Marie Walmer great niece One Third 2601 Terrace Hill Court Saratoga, Pennsylvania 19464 2 Kim Jay Bbcler Jr. great nephew One Third 332 Graterford Road Schwenksville, Pennsylvania 19473 3 Nikki Lee Bbtler great niece One Third 332 GraterFord Road Schwenksville, Pennsylvania 19473 Enter dollar amounts for distributions shown above on lines 15 t hrough 18, as appropriate, on Re v 1500 t~ver 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 SCHEDULEI DEBTS OF DECEDENT, MORTGAGE CObMONWEALTH OF PENNSYLVANIA LIABILITIES ~ LIENS INHERITANCE TAX RETURN 1 RESIDENT DECEDENT FILE NUMBER ESTATE OF Acker, Nancy Lee 21 - 08 - 00763 Include unreimbursed medical expenses. ITEM NUMBER 1 FIA credit card 2 MetLife Home Insurance 3 Comcast cable 4 Verizon 5 PP&L DESCRIPTION TOTAL (Also enter on Line 10, Recapitulation) AMOUNT - 25.00 33.25 3.43 30.56 121.65 213.89 SCFEDULE H FUPETiAL D~ETISES & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN /~~A\ ~G~T~ATI~ /C /'Y'1C~Tti RESIDENT DECEDENT rY.A~~~~7 ~ IW ~ ~YG ~.-LJ~7 ~ v7 ESTATE OF Acker, Nancy Lee Debts of decedent must be reported on Schedule I. __- ITEM DESCRIPTION NUMBER ~'i FUNERAL EXPENSES: a- -- _ A. 1 I Neil Funeral Home, Harrisburg, Pennsylvania B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions _. FILE NUMBER 21 - 08 - 00763 AMOUNT 8,713.97 Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 2. 3. City State Zip Year(s) Commission paid Attorney's Fees Turo Law Office Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. 6. 7. 1 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Letters Test.; Will; Short Certif.;JCP Fee; Auto. Fee Final Admin. Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal 32 South Bedford St., Carlisle, Pa. 3,000.00 189.00 25.00 75.00 TOTAL (Also enter on line 9, Recapitulation) 12,169.57 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Acker, Nancy Lee 2 Schedule H ~~„F~un~eral„E~enses ~~ „, ,,,~ /'1la 1 ~ ^.IYQYYC ~1J0~ WI 11~ R~1J The Sentinel PO Box 130, Carlisle, Pa. -- - _. FILE NUMBER 21 - 08 - 00763 166.60 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA SCHEDULE G INHERffANCETAxRETURN INTER-VIVOS TRANSFERS ~ RESIDENT DECEDENT MISC. NON-PROBATE PROPERTY ESTATE OF Acker, Nancy Lee FILE NUMBER 21 - 08 - 00763 This schedule must t-e completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer. Affich a copy of the deed for real estate. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST IXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Pension/ 43,240.26 0% 0.00 Lincoln Financial Group Contract No. 192300501 Decedent could only designate a beneficiary under this plan and therefore is not subject to inheritance tax 2 TOTAL (Also enter on line 7, Recapitulation) 0.00 COAM~IONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Acker, Nancy Lee FILE NUMBER 21 - 08 - 00763 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 DESCRIPTION VALUE AT DATE OF NUMBER DEATH _- 1 Holy Spirit 401 k 16,409.14 Fidelity Investments Institutional Operations Co., Inc. 82 Devonshire Street, Boston, Massachusetts, 02109 The value at distribution to estate was devalued as a direct result of the falling market place and the amount the estate received was $13,554.40 net from the gross amount of $15,060.45 minus federal tax of $1,506.05 2 I PNC Bank Account No. 5140129298 Checking Account TOTAL (Also enter on Line 5, Recapitulation) SCHEDULE E CASH, BANK DEPOSITS, 8~ MISC. PERSONAL PROPERTY 6,468.96 22,878.10 ~-; ~,_'~ ~~ = ~J I~j T, 'n : !: . ~ Ji~}~T) ~.r- •J .' rs NANCY ACKER -,, r_. r--_; c E._ Ce--= r,,_~, ~: a, C,; C..f f I, Nancy Acker, of Camp Hill, 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 obligations 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. SECOtVD I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my great neice, Kaitlin Marie Walmer, my great nephew, Kim Jay Bixler, Jr., and my great neice, Nikki Lee Bixler to share equally and evenly per stirpes. 'z,~'"y ~ THIRD If, at the time of my death, any beneficiaries of this my Last Will and Testament, is under the age of eighteen (18) years or is, in the judgment of my personal representative, mentally disabled, I give, devise and bequeath said beneficiary's share to my trustee, Peggy Lou Walmer of Mechanicsburg, Cumberland County, Pennsylvania, in trust for said beneficiary, in accordance with the paragraphs below. F®URTH In the event that it is necessary to appoint a Guardian for any one or more of my great nieces or great nephew, then I nominate, constitute and appoint Peggy Lou Walmer, the guardian of the estate of said child. I direct that no Guardian shall be required to give or post bond for the faithful performance of the Guardians duties in this or any other jurisdiction. In the event that Peggy Lou Walmer elects not to serve as Guardian or for some other reason is incapable of serving as Guardian, I then appoint as Alternate Guardian my brother-in-law Emory Walmer. FIFTH During the terms of any trust created pursuant to this Will the Trustee is authorized to expend and apply so much of the net income and principal of each such Trust as the Trustee shall consider advisable for the health, maintenance, support and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains eighteen (18) years of age, or until all such amounts are paid out of the Trust. When the beneficiary attains the age of eighteen (18) years or is in the judgment of my Trustee mentally sound, whichever occurs later, the Trust shall terminate and the remainder thereof shall be paid to said beneficiary. If said beneficiary shall die before the termination of said Trust, the Trust shall terminate and the remainder thereof shall be paid in accordance with the paragraph above. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. ~~~ ~. SIXTH My executrix and trustee are authorized and empowered to exercise from time to time in her/his 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 trustees or executrixs/executors and the Testatrix intends that such powers be construed in the broadest possible manner. SEVENTH I nominate, constitute and appoint Peggy Lou Walmer, of Mechanicsburg, Cumberland County, Pennsylvania, Executrix of this my Last Will and Testament. In the event Peggy L®u Walmer is deceased, unable or unwilling to serve or- shall cease to serve for any reason whatsoever, then 1 nominate, constitute and appoint my brother-in- law, Emory Walmer, of Mechanicsburg, Cumberland County, Pennsylvania, to serve instead. 1 direct that my personal representative shall not be required to give or post bond for the faithful performance of her/his duties in this or any other jurisdiction. EIGHTH I hereby declare it to be my expressed desire that my personal representative employ Galen R. Waltz, Esquire of Turo Law Offices of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, he 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 /a t~. day of ~G'r~h , 2002. i~ a _ Nancy cker Wi ess ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND I, Nancy Acker, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, da hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that 1 signed it as my free and voluntary act for the purposes therein expressed. ~ ~~~~ Nancy ker Sworn or affirmed and acknowledged before me by Nancy Acker, the Testatrix, this/~_ day of , 2002. Notary ublic Notarial Seal Robert J. Mulderig, Notary Public Carlisle Bono, Cumberland Coupty MY Commission Expires Nov. 13, 2b04 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND We, ~-~~,~ ~~~~ and ~~A~3U (l(~~.. Cx-~G~he 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 Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. _ ~.?.`r` Sworn or affirmed and subscribed before me by ~A~~-s~~/~ 1~~~Tz and <~~fyY.1~G,iN~ G. G~~ this ~ day of , 2002. Notary Pu NotaMal Seal Robert J. Mulderig, Notary Public Catitsle Baro, Cumbertand Oounty AAY Commission E~;pires Nov. 13, 284