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HomeMy WebLinkAbout10-21-0915056051058 REV-~ 5OO EX (06-OS) OFFICIAL USE ONLY PA Department of Revenue County Code Year Flle Number Bureau of Individual Taxes Po sox2eosol INHERITANCE TAX RETURN E1 08 01093 Hardsburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social.Secudly Number Date of Dealh Dale of Birth 02/12/1997 02/19/1928 Decedents Last Name Suffix Decedents Fist Name MI Sholly Robert L (If Applicable) Enter Survlving Spouse's Infomlatlon Below Spouses 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. Odginal Return p„`~ 2. Supplemental Return 3. Remelnder Return (date of death pdor to 12-13-82) t::_::a 4. Limited Estate ~a 4a. Future Interest Compromise (date of f~3 5. Federel Estate Tax Return Required death aRer 12-12-82) ice; 6. Decedent Died Testate sw3 7. Decedent Maintained a Living Trust ___ 8. Total Number of Safe Deposit Boxes (Attach Copy of WIII) (Attach Copy of Tmst) C. ~' 9. Litigation Proceeds Received O 10. Spousal Povery Credit (date of death 11. Election to [ax under Sec. 9113(A) between 12-31-91 end 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BECOMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAJ(INFORMATION SHOULD BE DIRECTED TO: Name.. Daytime Telephone Number Stephanie E. Chertok (717) 249-1177 Firm Name (If Applicable) o -~ p REGISTEF~NaLLS USE GIILY S:,i}1J Stephanie E. Chertok --,~ o ' ~ ~ t First line of address ~ ~ -l_ -1 r''.;n ' -_1 61 West Lowther Street n tv r'~'~ `'a - ,, i- ~~~ Second line of address ! ~ -~„ ,, ; -~ . t S - ~ =ri r ~- `r~ i City or POSt Office State 21P Code D~FILED W ' "`~ . -... _. _ ._. C Carlisle ', PA ' 17013 Correspondent's a-mail address: _ Under penalaes of perjury, I declare that I M it is true, correct and complete. Dedaradon SIGNATURE OF PERSON RESPONSIBLE FILING RETURN schedules antl statements, and to the 3 is based on all informatbn of which DATE Side 1 L 15056051058 15056051058 15056052059 REV-1500 EX Decedent's Social Secudry Number Decedent's Name: Robert L ShOlly '.. RECAPITULATION ~ ~ ~~ v~~~~-"""---"~~'""-"~""-"`"~"'"'" 1. Real estate (Schedule A) ........................................... .. L ''.. 500.00 ''.. ~ -,... ......_ 2. Stocks and Bonds (Schedule B) ..... .. ....... ... ....... . . .. . . . . . 2.. ~ ~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... . 3. '. 4. Mortgages S Notes Receivable (Schedule D) ....... ........ ........ . 4 '. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. ''. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. '. '.. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property """""~ "` ~~~~~ ~'. (Schedule G) c~ Separate Billing Requested...... .. 7. ''.. '. 8. Total Gross Asaeta (total Lines 1-7) .. .. ....... ... ...... ....... .. 8. 500.00 9. Funeral Expenses &Administretlve Costs (Schedule H) .. .. . . g. ', 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...... ..... .. 10. ,.. 11. Total Deductlona (total Lines 9 & 10) ................................ ... 11. ', 0.00 12. Net Value of Estate (Line 8 minus Line 11) .......... ...... ....... ... 12. 500.00 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. ~ 500.00 '. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES _ __ __ _ "~~~ ~~0~~m~~~~~~~ 15. Amount of Line 14 taxable at the spousal tax rata, or transfers under Sec. 9116 - (a)(1.z) x .0 00 500.00: 1s. '... 0.00 i6. Amount of Line l4 taxable ~- ~~...._,... .,,, ,..._.._. ._ ........ ......... _., .. . ....,,, ......... .. at lineal rate X .0_ ' i6. ,'... ',. 17. Amount of Line 14 taxable "~... _.._..._,.. _ .._..._ ...._ .. . ......_ ,,.. .__: at sibling rate X .12 17 18. Amount of Line l4 taxable ~ ~ -~-- --- ...._._ at collateral rate X .15 16 '', - _.. 19. TAX DUE .... ......... ........ ....... .. 19..,' 0.00 ',.. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ ®a 15056052059 Side 2 ' 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: i.._...._.__ pll}.Nlrti.!Ilsr. _... 21 ~~ 08~ 01093 ._. __,~__W__.w....._ _...._... .~._.. _. .: DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Robert L Sholly 201-16-0529 STREET ADDRESS - 18 Corl Drive CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresVPenalty if applipble D. Interest E. Penalty (1) Total Credits (A+ B + C) (2) Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the diference. This is the OVERPAYMENT. Fill in oval 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) (SA) (58) 0.00 0.00 0.00 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT I I ~ ,,a.:C;;I<:~I"~IriaG~~(~~~lH.. ~Ig N'~'~~€~~ ,kt1~~1';t~H~i~~~~1.~~~0~I~E~~~3~~I~~~~C~~i~1~~,ilrii,Eiilil 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 We progeny transferred :................................................................................... ....... ^ b. retain the right to designate who shall use the property lrensfened 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 censidera0on? ........................................................................................................ ...... ^ 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? .................................................................................................................. ...... ^ ^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. (ii(Ik~~~r~'~1~4r1~a'ih.~l~li~ilsc'a'I~'.id~~!Sl`f)~~'~~~~I~`~.~ ~ ~ ~ ~. ~y a-.. .. ..Il~ir~fl~~~~(;!. 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 lax rate imposed on fhe 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 far 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 adaptive 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 benefiraanes 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-1502 EX+ (11-08) ~ Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERRANCE TAX RETURN REAL ESTATE RESIDEM DECEDENT ESTATE OF FILE NUMBER Robert L. Sholly 21-08-1093 All real property owned solely or as a tenant in common must be reported at fair marks! value. Fair market value is deAned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is iolntly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of [he deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 Lot 102, and an undivided 1115 interest in well Lot "J" in Lot 101, Pine Park First Addition, 500.00 Lake County, Florida. The value shown is the actual sale price paid by purchaser Ed J. Batchelder This lot is 40' by 100' and is not large enough to be a building lot. It was purchased as a lot addition by Mr. Batchelder. TOTAL (Also enter on Line 1, Recapitulation.) ; 500.00 If more space is needed, insert additional sheets of the same size. REV-1513 E%+ (11-OB) ~ pennsylvania SCHEDULE J fNHERITANCE TA% RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert L. Sholly 21-Oa-1093 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Truatee(a) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal Oistrlbutions and transfers under Sec. 9116 (a) (1.2).] 1. Helen M. Sholly Wife 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, A S APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS: A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN t B. CHARRABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, insert additional sheets of the same size. WILL OF ROBERT L. SHOLLY I, ROBERT L. SHOLLY, of Cumberland County, Pennsylvania, declare this to be my last will and hereby revoke all prior wills and codicils pre- viously made by me. 1. I bequeath and devise all of my property, of whatever nature and wherever situated, to my wife, Helen M. Sholly. If my wife does not sur- wive me, I bequeath and devise said property equally among my children, Kathleen Marie Schell, William R. Sholly, and Lucille Rae Fought. If any of my children does not survive me, his share shall be divided per stirpes among those of his issue who survive me or, if there are no such issue, per stirpea among those of my issue who survive me. 2. If any legatee or devisee under this will shall die within thirty (30) days after my death, he or she shall be deemed to have predeceased me for all purposes under this will. 3. i direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, whether or not with regard to property passing under this will, of whatsoever nature and by whatsoever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all property includible in my estate whether or not passing under this will shall be free and clear thereof. 4. I direct that all shares and interests in my estate while in the hands of my Executor shall not be subject to attachment, levy, execution, or sequestration for any debt, contract, obligation or liability of the beneficiary thereof. 5. I grant to the Executor named herein the following powers in addi- tion to and not in limitation of such powers as he may have by law: (a) To hold and retain until distribution all or any part of my estate in the form in which .the same may be at the time of my decease; (b) To invest and reinvest, until distribution of my estate, any funds or other assets in my estate or which may come into my estate in any property of any kind or nature without being limited or restricted to investments authorized for a fiduciary by the laws of Pennsylvania or any other state; (c) To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate, for cash or upon credit, in such manner and on such terms and conditions as he may deem best, and to execute deeds of conveyance thereof, if necessary, without liability on the part of the purchasers to see to the application of the purchase monies; (d) To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by my estate; (e) To borrow money for any purposes in connection with the administration of my estate, including the payment of any estate, inheritance, or succession taxes that may be levied or assessed; (f) To execute-promissory not ea or other obligations for amounts so borrowed, and to secure the payment of any such loans by mortgage or pledge or other lien or encumbrance of any asset of the estate; (q) To distribute in cash or in kind, upon any division or distribution of my estate; (h) in general, to exercise all powers in the management of my estate which any individual could exercise in the management of - 2 - similar property owned in his own right upon such terms and con- ditions as to said Executor may seem best, and to execute and deliver all instruments and to do all acts which said Executor may deem necessary to carry out the purposes of this my will. 6, i appoint as Executrix my wife, Helen M. Sholly. If she is unable or unwilling to serve, I appoint my children, Kathleen Marie Schell, William R. Sholly, and Lucille Rae Fought, to serve in her place. if any of such children is unable or unwilling to serve, a substitute shall not be appointed to serve in their place. The Executors hereunder shall also serve as guardian of the estates of any minor or incompetent beneficiaries hereunder and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No fiduciary serving hereunder shall be required to furnish bond or other security for the proper performance of his duties. IN WITNESS WHEREOF, I, ROBERT L. SHOLLY, have hereunto set my hand to this, my last will, typewritten on four (4) sheets of paper including the attestation clause and signatures of witnesses this ~!~ dap of 1965. l'~~.0~ I~C~t~ ROBERT L. SBOLL'f / /- On the day above written, ROBERT L. SHOLLY declared to us, the under- signed, that the foregoing instrument was his will, and he requested us to act as witnesses to it and to his signature thereon. He thereupon signed said will in our presence, we being present at the same time. We now, at his request, in his presence, and in the presence of each of us, hereby - 3 - subscribe our names as witnesses. Each of us further declares that he believes this testator to be of sound mind. residing at _ r`eW / ~~- ~ --- c ~ residing at~~ ~~ residing at ~ , , ~ C„~'~~ - 4 -