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Home My WebLink About04-21-091505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 12 4 4 PO BOX.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 162 14 0500 11 18 2008 09 22 1919 Decedent's Last Name BOYLE Suffix Decedent's First Name JOHN (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name BOYLE GRACE MI J MI A Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X 1. Original Return f - ~~' 2. Supplemental Return 3, Remainder Return (date of death -" prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise _~ 5. Federal Estate Tax Return Required - (date of death after 12-12-82) X g Decedent Died Testate f (Attach Copy of Will) ~-- ~ Decedent Maintained a Living Trust 8. Total Number of Safe De osit Boxes ~ (Attach Copy of Trust) P 9. Litigation Proceeds Received I _ ~ 1 p Spousal Poverty Credit (date of death I ! 11. Election to tax under Sec. 9113(A) between 12-31-91 and r-1-95) -- (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULQB'E DIRECTED TO: Name Daytime TelepTlone Numbe+r~'~ -,-7 JERRY A. WEIGLE ESQUIRE 717 5~~07388~' ': `-` ~, ,, ~. ._» , Firm Name (If Applicable) ``tom WEIGLE & ASSOCIATES , P . C . REGISTER qF V{(IL~S US~NLY. - ; ~ ': >. First line of address '~; _ t ~„ , _ :~.. 12 6 EAST KING STREET '-"_-~- , Second line of address y ~ ` I G~ City or Post Office State ZIP Code SHIPPENSBURG PA 17257 Correspondent's a-mail address: DATE FILED Under pen s 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, rr ct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT E F PERSON R SPONS t< F R LING R RN DATE ~..~ George P. Boyle ~} - (~- ~9' 529 Pennsylvania Avenu , Irwi , PA 15642 SI ATURE OF PREP R OTHE 7 EPR S ATIV DATE j Jerry A. Weigle Esquire ~ - ~~ -~~ ss- ~ ~ V i 126 East King Street, Shipp sburg, PA 17257 Side 1 1505607120 1505607120 1505607220 REV-1500 EX Decedent's Name: .l10 it h .j . B O ~/ i e 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. nter-Vivos Transfers & Miscellaneous N on-Probate Property ) (Schedule G ~ ~ Separate Billing Requested ........... .. 7. 8. Total Gross Assets (total Lines 1-7) ..............................._.............................__.... __ . g. 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 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 .00 0 0 0 15. 16. Amount of Line 14 taxable 0 0 0 at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X 12 2 3, 2 7 6 0 1 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. Tax Due ............................................................_ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 162 14 0500 27,734.83 27,734.83 ___ _ 2,095.75 363.07 2,458.82 25,276.01 2,000.00 23,276.01 0.00 0.00 2,793.12 0.00 2,793.12 Side 2 1505607220 1505607220 J REV-1500 EX Page 3 File Number 21-08-1244 Decedent's Complete Address: DECEDENT'S NAME John J. Boyle STREET ADDRESS 422 East King Street CITY Shippensburg I STATE ZIP ~ PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2,793.12 -- redits/Payments A. Spousal Poverty Credit B. Prior Payments 2,700.00 C. Discount 139.66 Total Credits (A +B+C) (2) 2,839.66 3. InterestlPenalty if applicable __ _ ___ D. 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 theOVERPAYMENT (4) 46.54 Check box on Page 2 Line 20 to request arefund 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) A. Enter the interest on the tax due. (5A) __ B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) __ 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 :.......................................................................... ~ x ... I, b. retain the right to designate who shall use the property transferred or its income :................................ ~ 'I x'I 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? ................................................................................................................. i x ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ' 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 statutedoes not exemota 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)]. 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-15a8 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Boyle, John J. 21-08-1244 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 DESCRIPTION VALUE AT DATE OF DEATH 1 Members 1st Federal Credit Union Checking Account #272225-11 218.03 2 Members 1st Federal Credit Union Investment Savings Account #272225-05 26,903.04 Accrued interest on Item 2 through date of death 15.66 3 Members 1st Federal Credit Union Regular Savings Account #27225-00 597.85 Accrued interest on Item 3 through date of death 0.25 TOTAL (Also enter on Line 5, Recapitulation) I 27,734.83 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1161 EX+ (12-99) ;" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Boyle, John J. 21-08-1244 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Weigle & Associates, P.C. 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 160.00 1,500.00 4. Probate Fees Register of Wills, Cumberland County 124.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 311.75 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 2,095.75 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Boyle, John J. 21-08-1244 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Fogelsanger-Bricker Funeral Home 160.00 H-A Subtotal 160.00 Other Administrative Costs 2 Cumberland Law Journal -advertising Letters Testamentary 75.00 3 Linda K. Klein -notary fee 20.00 4 News Chronicle -advertising Letters Testamentary 104.75 5 Register of Wills, Cumberland County -filing PA Inheritance Tax Return 15.00 6 Register of Wills, Cumberland County -filing Family Settlement Agreement 75.00 7 Weigle 8~ Associates, P.C. -reimbursement for postage, xerox copies, and long 22.00 distance telephone calls H-B7 Subtotal 311.75 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-7592 EX+ (6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Boyle, John J. 21-08-1244 Include unreimbursed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1613 EX+ (g_00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Boyle, John J. 21-08-1244 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee(s) I. TAXABLE DISTRIBUTIONS [include.outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 George P. Boyle Brother Residue 23,276.01 529 Pennsylvania Avenue Irwin, PA 15642 Total 23,276.01 Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cov er 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 1 Our Lady of Visitation Catholic Church 2 000.00 TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 2,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule) (Rev. 6-98) LAST WILL AND TESTAMENT I, JOHN J. BOYLE, presently residing at 477 East King Street, Borough of Shippensburg, Cumberland County, Pennsylvania 17257, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all Wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND I hereby give and bequeath the full sum of TWO THOUSAND ($2000.00) Dollars to OUR LADY OF THE VISITATION CATHOLIC CHURCH, North Prince Street, Shippensburg, Cumberland County, Pennsylvania to be used as the local church deems best. THIRD. I give, devise and bequeath all of the rest, residue, and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my brother, GEORGE P. BOYLE, presently of 529 Pennsylvania Avenue, Irwin, Pennsylvania 15642, absolutely. FOURTH. In the event that my brother, GEORGE P. BOYLE, predeceases me or is not living on the 60TH day following my death, I then give, devise and bequeath the rest, residue and remainder of my estate, real personal and mixed, whatsoever and wheresoever situate to my sister-in-law, MARTHA A. BOYLE, absolutely. FIFTH. I nominate, constitute and appoint my brother, GEORGE P. BOYLE, to be the Executor of this my Last Will and Testament. In the event that he be unable to fulfill the duties of Executor, I then nominate, constitute and appoint my sister-in-law, MARTHA A. BOYLE, to be the Executrix of this my Last Will and Testament. SIXTH I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. SEVENTH. I direct that any and all death taxes which become due and payable upon my death be borne equally by all of the beneficiaries named under this my Last Will and Testament including any charitable beneficiaries named herein. IN WITNESS WHEREOF, I, JOHN J. BOYLE, have hereunto set and seal to this. La Will and Testament, written on one (1) page, this day of s' ~~ ~ , 2008. (SEAL) WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENS~URG, PA 17257-13 9 7 This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ~~ t.~.. a-- L~}v ~ 5 - SS COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, JOHN J. BOYLE, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~~ `~ '~,J G f,(' ~..., Sworn or affirmed to and acknowledged before me b J HN J. B + ~est tor, this ~ day of C ~ , 2008. ., / Jerry A. Weigle, Notary Public Shippensburg, PA Cumberland County My Commission Fires October 7, 2010 ~. WEIGLE & ASSOCIATES, P.G. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHiPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUI1~iBERLAND We, ,and ~d~ 7 tQ ~Cc.YS the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw JOHN J. BOYLE, the Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn or armed to ands scribed before me by , this ' day of _ , 2008. Jerry A. Weigle, Notary Public ~ Shippensburg, PA Cumberland Courrty dly Commission E~ires October 7, 2010 WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 1725 7-13 9 7 REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: JOHN J. BOYLE Date of Death: November 18, 2008 Social Security Number: 162-14-0500 272225-00 09/29/2005 $597.85 $.25 $598.10 Norse 272225-11 09/29/2005 $218.03 $.00 $218.03 None 272225-OS 02/13/2006 $26, 903.04 $15.66 $26, 918.70 None ME ~ BERS 1ST FEDERAL CREDIT ION I r~ ~~--- ~~-'~ ~ `Danielle A. Kline Insurance Services Specialist December 22, 2008 SOOU Louise Drive P.O. Box 40 ~ Mechanicsburg, Pennsylvania 17U5~ (800) 283-2328 www.members lst.arg