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HomeMy WebLinkAbout03-02-1015056041046 REV-1500 EX (05-04) OFFICIAL USE ONLY PA Department of Revenue Countv Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN Dept. 280601 Hamsburg, PA 17128-0601 RESIDENT DECEDENT a~, ~ 0 8 ~ o S 7 ~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth Decedent's Last Name Suffix Decedents First Name MI .~.- . :~~TGJ~ ~ LER ~L ! z~-BETh~ -N' (If Applicable) Enter Surviving Spouse's Information Below S~pofuse's Last Name Sufflx Spouses 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 O 1. Original Return ® 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust O 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received. O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number CH/~a~FS E SH~~L~S i~ i 7~ 7 c~ o ~ ~ Firm Name (IfApplicablel N / A~ First line of address ~ CLou~~~ Ro~.~ Second line of address lv/ /4' City or Post Office ~M~InH~-,Nicssw~~ State P`~ -.. """a REGiSTE t SUS LY ~` ~=-'~j r,,, .„l7 N ~ °'i t a~ ~ ~ ~T-~ ~'` ,~1 ZIP Code DATE FILED ~~ossg73s Correspondent's a-mail address: Ces /{ / ~ ~U $ 3 ~ wlmC~s~'~ /'jet 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. S~NAZU~2E OF PERSON~2ES1P~O~wBLE FOR FILING RETURN DATE/~ /D ADDRESS HELFAI $11DOLE 3S $I.aDLE ROAD, Crs~us[E, Pik /70/.S' ~/ SIGNA OF P PAR OTH ESENTATIVE /n~ tt~~ ~f s~ '~ DAB/~]~S~C7 ADDRESS 1.~N~ ~, Sn~«-1rJ ~P C~LOLLSEIQ /Q,~~~ ~~G~yil'/VICS~KIPCf~ r"/F I70$S PLEASE USE ORIGINAL FORM ONLY Side 1 15056041046 15056041046 J 15056042047 REV-1500 EX Decedent's Social Security Number ~~I ~ ,.,~ Decedent's Name• ~L~Z~6FTN W ' aETW E ~GER "~- a-=- 4,~=...~,. ~ ~ ~ ~ ©•~~" RECAPITULATION _,_ ...................................... 1. _ ~ l~;K ,.,~~ti~... 1. Real estate (Schedule A)......: y ~ 2. Stocks and Bonds (Schedule B) ........... , 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .:.:. 3. 4. Mortgages & Nokes Receivable (Schedule D) ............................. 4. 5. Cash, Bank De osits & Miscellaneous Personal Pro ert Schedule E P P Y( ) ..... 5. ... ~ v~ 6. Jointly Owned Property (Schedule F) G Separate Billing Requested .... ... 6. ~ w ~ r 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property ~ ~ Schedule G Separate Billin Re ueste .... ... . ~ ~~ r ~ * y 4 8. Total Gross Assets total Lines 1-7 . ... ( ) 8. 9 ~ p ~`~' ~ ~~ ~ 9. ......... Funeral Expenses & Administrative Costs (Schedule H)........ . .... 1 ~~ ~~+ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ .... 10. ~ ,. - :,~- 11. Total Deductions (total Lines 9 & 10) ............................... .... 11. ~ 9 ~ 2 3 S ti: - F 4~iF~f.d..a• .T lk~_l w - ~ _. - .1 ~ .. r y+. ~ ~~..~ Q 3 S'4 .6 g !' 12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. ~ ~, 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which _:ti..._ .~:e ~' ~` (] an election to tax has not been made (Schedule J) .................... ...: 13. ~, ~ rt ~- 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. ~ -~ g G ~ ~ TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable M1D ~ 16 ~ ~ at lineal rate X .0 _ ~ . }: ( ~F 17. Amount of Line 14 taxable at sibling rate X .12 ~ ~~~ ~ 17. ~~ i-,t~~ ~ ~ ~ ~ ~~~ 18. Amount of Line 14 taxable p5 ~~~. 7 '~i ~ gF I ~ ~ 18 a ' J '~ ~'~' at collateral rate X .15 , . . _ a ,,~,n ~. ,. ~~,~ s:~~ 4 '° q 3 ! ~~ 19. TAX DUE ................... .................................... ..19. t'.~w .~. ~.a _ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 15056042047 15056042047 J REV-1500 EX Page 3 File Number 2 ~ - Q~ - 5 I~plr_ptlR±nt'S Cemnlete Address: UCI.000IV I J IVHMC ~~ /~~ ~~ -- -- _ T w E t LE7Z STREET ADDRESS ~~ LbN~ wOoID ~1V~ -- G -- - --- - _ _ r_ _ I CITY rnECk~N~CS~ u ~~ ~TATE n ~ ~ ZIP ' '7tiS~ Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditsiPayments A. Spousal Poverty Credit B. Prior Payments _ _ C. Discount ~S34.SZ O Total Credits (A + B + C) (2) O 3. Interest/Penalty if applicable D. Interest ~ E. Penalty fl -- "- Total Interest/Penalty (D + E) (3) O 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 2Q to request a refund. (4) O 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~$.3 ~. Sz A. Enter the interest on the tax due., °S~/7fC/1 ~ ~ rC~ ~t (5A} r{,r(~cGj12A~ . B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) S 3 ~, ~z 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 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? ...................................................................... ^ Z. 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? .............. ^ 4. Did decedent own an Vndividual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ ^ No ® s c~~p/aae~ ® ~~st,i^h IF TF~ 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 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. T Air®/TOL , ,~L7~ i . OF /~V~iYGCE p~~SE' ~~' SCi~,/E.D~ /g ~- ~ TT,~CiY,l/Ea/~' o~- i a, ~c¢!{lSF~!~ S L ~' i T~~ of ,7"~gN. /S, Zl7/© . ~ T /~~~~%e,5 ~~/~~" l>/Sew ~~2~'~ F-u~%sD S ~~~~ f 1~4/jl /~~ /drtTi~~TI~ /l~Dft/ ~L ~!~!L'~7~~ ~rY/D~Na 2E/r~/t~E's?/l~E~'vr G~~/1!'' r~i~r f~•~Ti~ z ~i~F ~~x~T ~ ,~ ate' ~,S~~P,',~ is ~.A~ .~ . ~ . a, d. '~ ~liE'r/YE71 ~~~~Y,~i!/T /N/`~a F~eo~ ~7ifr~ /iV %~ ,l7iSigiYT /~.fs ~ GvF' ~/~ De~9'Siart/r~y a~E~}-L'~~D ,f~~~~T GrJiTif` ~~" ~T. G~,t/.OF~ ~iS~/t/ /yl~l~P~iYYs L~~J~scf~~ Ti~.¢T' G~a~rv T-si~' ~: rrV/%G ~~~ /is ,gE ~~ wiz ~~-D~~- ~r~i/~ ,:/~ ~r~ lp~r lit/iS/~h', %~X rs/y T~€ c~YTi/az~' il/~'T ~fyl0~(Nl ~ !y C~LGt®/NG .~rv/rd ~7/',~S' r~~C'CaGt~t GfL~T~ ~~ TD /a~Y //l/ TE72F~5 % Dif/ /~~!~ r ~C~' ff~latrti~" ~ ~r~': G~~ ~~~l~T 7h~~ T ~~i'/S /~~/'D.S.~ ~~' ~~yt~r ~i~li0/Z~~L~ C'O~/tS/,~~•¢TloiY. ~~r~~k Yap ~~~ REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDt~LE B STOCKS & BONDS ESTATE OF 17>~T~v~~L~~e, FLIZ/~aETN F{LE NUMBER ~ ~ ~~ 8„ s7 ~ ~~; .......e.•,. ~..;.,t;.,_~.~,~p,1 wlth rfeht of survivorship must be disclos®d on Schedule F. (If more space is needed, ;nsert adda;ona; sneers o; cne same sice~ r ~ -~.~ 555 Taxter Road, Suite 210, Elmsford, NY 10523 U I S ~A~CI--~ C, Telephone: (914) 686-8000 i; °; ~ ~ Toll Free: (800) 477-3272 W -~ Fax: (914) 347-2675 www. equisearchi nc. com January 15, 2010 Helen V Biddle Per Rep Est Elizabeth W Deweiler cfo Charles E Shields III 6 Clouser Rd ,,Mechanicsburg, PA 17055 RE: Case # EM00674132 in the name of ELIZABETH W DETWEILER Dear Helen V Biddle Per Rep Est Elizabeth W Deweiler: I am pleased to enclose our check that represents the proceeds from the recovery of the ANADARKO PETROLEUM CORP stock. The breakdown is as follows: $ 0.00 Gross Stock Collected $ 6,381.16 DRP or UIT Collected ~'~ $ 51.00 Dividends Collected cz> $ 6,432.16 Total Collected $ 1,959.35 EquiSearch Fee $ 0.00 SECBroker Fees $ 4,472.81 Net Proceeds The proceeds we are distributing to you are in the amount of $4,472.81. We recommend that you retain this letter, for tax reporting purposes. I hope that you have found our service and our personnel to be helpful and knowledgeable. If so, we would be very grateful to receive a letter from you with your comments. It has been our pleasure to serve you and if you have any questions please give us a call. Very truly yours, Jim Santoro -Vice President Manager, Recovery Dept. 1) DRP or UIT Collected -Where applicable, represents gross value of proceeds received from Dividend Reinvestment Plan, Unit Investment Trust, Cash Redemption and/or C.I.L. 2) Dividends Collected • Represents total back dividends collected. REV-1511 EX+ (10-06) SCNEDt~LE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OP ~ E i r,~ E 1 L E~2~ E~ L l ZR' !3 E 7f~/ FILE NUMBER Z / _ O ~ ' S7~ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPT{ON AMOUNT A. FUNERAL EXPENSES: 1. B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) HE.~Gn ~~ ~ d IG Street Address 35 ~~ ddle Read City Cary~Sle Year(s) Commission Paid: state pA' zip _ ~ 7 O I $ 2• Attorney Fees C41Q.C'~C.S ~ • S r1~~.~~5 3• Family Exemption: (If decedent's address is not the same as claimant's, attacfi explanation) Claimant Street Address City State Zip _ Relationship of Claimant to Decedent 4• Probate Fees 5• Accountant's Fees ~. Wa~~~ner, f-rw~lNy~er 4 ~a~b.{.~ {cr- rep. o~ -/-- 6• Tax ReturnPreparer'sFees ~d~~ /~'f/5~ pfd' 415 ~uS$ 'nr~~l Sods e/C. 7. /f{~d~i~:/ial /)rvbatt 'FaE ~I°Sf1117.~1 `~ . u ~Qrcfi! e v ~~ ~~ ~ ~ Co Lr~ ¢3 ~ ~. OQ '~3 2 p,o~ No NE 350.00 paKE ~ /S, ot~ ~~, 959.3s TOTAL (Also enter on line 9, Recapitulation) I $ a,~ y8~, .3S (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 1"7 ETt.J~/C ~"~~ EZ/Z/X EQE Tt/ L~ . oZI -O8'- S~ / RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS 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. oNA Y %eKE" R~3/,au~9~'Y $~7vEFrci f?~a2lES ~Q,~' //Vl~04YED ,~?r Ti4I/S ~cY.uT: ~c Tod , ~T~•~N~rrE ~3'?~ n , ~.~ ~ y3 / ~ ~~3 J~rylfT~Wd~IlG/" Ci YY.IG (~%!/asfrr, v~ os'~ss a. ~v,~r~cES ~. ~~~s ~~w Y3 a~ ~ c~t~; ~i~ ~~. (, ~ ncoln (~,Yt; vets i~'y , P~ 19 352 3. ~,~ K /r1-r ~B. ~o©e s ~ ne~heu~ y3 7.3g 3 w. BStLt Sf. Los ~~~es, C~ 9' oo'~S ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 TH ROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF ELIZABETH W. DETWEILER I, ELIZABETH W. DETWEILER, cunently of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. I give the following specific bequests: 2. A.) Ten Thousand ($10,000.00) Dollazs to LOIS W. BOOKS. In the event she predeceases me, her bequest shall ]apse and be considered part of the residue of my estate. B.) Five Thousand ($5,000.00) Dollars to JOAN CONDON. In the event she predeceases me, this bequest shall lapse and be considered pazt of the residue of my estate. C.) Five Thousand ($5,000.00) Dollazs to BARBARA RITCHEY. In the event she predeceases me, then to her husband, PAUL RITCHEY. In the event that they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. D.) Ten Thousand ($10,000.00) Dollars to DONALD HOOVER, JR. In the event he predeceases me, this bequest shall lapse and be considered part of the residue of my estate. E.) Ten Thousand ($10,000.00) Dollars to TRACY DRESCHER. In the event she predeceases me, then to her husband, CHARLES DRESCHER. In the event they both predecease ine, this bequest shall lapse and be considered part of the residue of my estate. F.) Forty Thousand ($40,000.00) Dollars to SHELIA A. HOOVER. In the event she predeceases me, then to her husband, DONALD K. HOOVER, SR. In the event that they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. G.) Thirty Thousand ($30,000.00) Dollars to HELEN BIDDLE. In the event she predeceases me, then to her daughter, CHRISTINE I{. BIDDLE. In the event that they both predecease me, this bequest shall lapse and be considered part of the residue of my estate. H.) The inheritance and/or estate tax on the above specific bequests shall be paid from the residue of my estate. 1 2a. In the event, however, that my gross probate estate for Pennsylvania Inheritance taxes before any deductions are made therefrom is less than three hundred thousand ($300,000.00) dollars, the amount of each of the above made specific bequests shall be reduced by one-fourth (1/4). In the event the said estate is less than two hundred fifty thousand ($250,000.00) dollars the amount of the said specific bequests shall be reduced by one-half (112). 3 All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath in three (3) equal shares among my niece, 3EANETTE BYINGTON, my nephew, CHARLES G. WOODS, my nephew, DR. KIM B. WOODS, who survive me, per c~pitn. Excepting, however, that if my nephew, CHARLES G. WOODS fails to survive me, then I direct that his wife, LOIS WOODS, be substituted in his place and stead to all rights of inheritance, direct or indirect which he would have under my will; provided the said LOIS WOODS has survived me. 3 a. I hereby direct my Executrix to liquidate and sell all of my property whether real, personal or mixed. However, before holding or conducting such sale, I direct that my said niece and nephews be given a right to select any items of tangible personalty such as my household furnishings, dishes, silver ware, and the like. I also include my automobile in this designation. Any such selections shall be treated as if the same were a specific bequest. If they cannot reach s fiill and complete agreement on such selections, then I direct that all items be sold. 3b. I make it known hereby that I do not want any public auction to be held on the premises of my residence. Rather, I direct that any such auction be held off-site. 4 I nominate, constitute and appoint HELEN RIDDLE, to be the Executrix of this my Last Will and Testament. In the event that she predeceases me or for any reason unwilling or unable to serve as Executrix, I nominate, constitute and appoint CHRISTINE RIDDLE, to be Executrix in her place and stead. I further direct that my Executrix shall not be required to file / x -eu/ai bond or other security in the Office of the Register of Wills for the propose of administering my Estate. ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this oln~ day of A.D. ?006. Lf.~ dJ (SEAL; ELI ETH W. DETWEILER Signed, sealed, published and declared by the above-named ELIZABETH W. DETWEILER, as and for her Last Will and Testanzent, in the presence of us, who at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~r CHARLES E. SHIELDS, III AT!'ORNEX-AT--LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK TELEPHONE (717) 766-0209 (1912-1991) FAX (717) 795-7473 March 1, 2010 Register of Wills •~ Cumberland County Court House o ~~> 1 Courthouse Square ~ ~? ` Carlisle, PA 17013 rt ~~ »~~ ~ ~ r'; 7 . ~~ N ~ ~ . . . ~,t. w •°/ Re: Estate of Elizabeth W. Detweiler ~ _ No. 21-08-0571 ~-+ ~ ~.,7 wQ Dear Register of Wills: i Please find enclosed for filing 2 copies of then Supplemental Inheritance Tax Return for the Elizabeth W. Detweiler Estate as well as Check No. 990, in the amount of $539.52 for the ' Inheritance Tax due and Check No. 991 in the amount of $15.00 for the filing fee. Thank you for your kind attention to this matter. Very truly yours, r C` Charles E. Shields, III Attorney-At-Law CES/mj j Enclosures ~" ~~ ~ o '"~'-' ® ~ ~ J ~ N o a o ~ -o d v .~ ~ `Z ~ U N ~M+d~ O o ~ f ~. v. N U c0 U Q 4, o -N tf~ `L `~' ~~~ Z/~~- ~~ , ~ ~ , " fir' ~, t,_7 ~ d7 -~t't N ~" ~ °v d N m v a N Q V 1~ f N W N 7 O or U ` N ~' ~ CL cMn ~ ~ J~ O J O ~ ~ ~ p 7 Q QZOa :_ tai] ~~N s O N ~ O Q WUVU ~ tt w°~m N ~ O r ~ cn N Z ~~ U ~~ = Q ~ u.- ~ Z ~ ,~ U cn