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Home My WebLink About03-09-10 (2)~- Zsos6o7~20 ~~V-150 ~ ~pg.05y OFFICIAL USE ONLY PA Department of Revenue ~~ coos y~ ~ Bureau of Individual Taxes INHERITANGE TAX RETURN PO BOX.280801 Mamsbwg, PA 17128.0801 RESIDENT DECEDENT 2 1 0 9 0 8 7 6 ENTER DECEDENT INFORMATION BELOW Soasl Seatrity Number Date of Death Date of Birth 193 13 8368 09 O1 2009 03 31 1922 Decedents Last Name Suffbc Decedents First Name MI RSERODS 1PINI P'R8D ~ (If Applkable} Enter SurvhrMg Spouse's Infonnatlon Below 3pouse'a Laat Name Suffbc Spouae'o First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER ~F WILLS FILL IN APPROPRIATE OVALS BELOW X 1. Original ReMn 2. Supplemental Retum 3. Rmrlainder Return (date of dtx9tlt prbrto 12-13.64) 4. Limked Eatete 4a. Fulu~ ~^~ Ctxnpromea 5. Federal Fatale Tax Retum Required (oats oldeeth after ts•~z-ell ^ X e. DaosderA Died Testate ~ 7. Dooodart MolNatnsd o Uvlrp Tn+M (Aaatl1 Copy of yVpl) (At1eCh Copy tNTtuk} 1 6. Total Number of 8efe Deposit Boxes 9. Litigation Proceeds Retxived 10. ~ t2ti71 t ~ ~-tea t>sem 11, Elecl)on t0 tax folder Sec. 9t 13(Ay (Attach Sdt. O) EdPONDENT • CTION MIST 88 CO .ALL A AX OULD 9B DI BCTED TO: Name - Daytime Telephone Number JOEL O. 88C8RIST SSQ. 717 938 3396 Firm Name (H Applicable} JOEL O. 8EC8RI9T, ATTORNBY Rust Ilno of address 568 OLD YORK ROAD Second Ikte of address CNy or Post Office gTT$R8 CorrespondenYse-mapaddress: SechriStl under oenaltlea of oedunr. I dst~arethat I have ettanttned ltd 4538 Slats ZIP Code PA 17319 mail.com 4. J REGISTii~Qlf WILL8 t~BE ONLy_ s ~~~~ '^ , ~ _ - ~~ FN.ED ... - "~ t send atatsrrtenta, and b the beat ar my knowledge and belief, on en irtforrnation of which praparer har any krtowksdgs. Wiiliam A Rexrode Jr Joei O. Sechrist Etaq. oATe Z ~ 568 Old York Roadr Ettera, PA 17319 Side 1 L 150560712Q 15056071201 22032 1505607220 REV-1500 EX Decedent's Name: Winifred Whorley Rexrode RECAPITULATION 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................... 2. Decedent's Social Security Number 193 12 8368 518,564.61 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. Jointty Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 2 , 4 2 3 . 8 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 5 2 0, 9 8 8. 4 1 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......................................... 9. 1 4 , 6 0 6.12 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 5 , 3 3 5 . 6 3 11. Total Deductions (total Lines 9 & 10) ...................................................................... 11 • 1 9 , 9 41.7 5 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 5 0 1 , 0 4 6 . 6 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................. 13. 5 0 , 0 0 0 . 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 4 5 1 , 0 4 6 . 6 6 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 .o0 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 4 51 , 0 4 6. 6 6 16• 2 0, 2 9 7". 10 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17• 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 18• 0. 0 0 19. Tax Due ..................................................................................................................... 19. 2 0 , 2 9 7.10 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505607220 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0876 DECEDENT'S NAME Winifred Whorley Rexrode STREET ADDRESS Messiah Village CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty Total Credits (A + B + C) Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. q. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) (2) (3) (4) (5) (5A) (5B) 20,297.10 1,014.86 19,282.24 19,282.24 Make Check Payable to: REGISTER OF WILLS, AGENT ~~~ ` ,~~ "~ .. ~ _ ,r .. ,mid ~ .., m ,'~~ tp,. _ _ :~~' _ , 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 b. retain the right to designate who shall use the property transferred or its income :.................................... x 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? ....................................................................................................................... r 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 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 ..., ., w ~. :. . 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 p2 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. 1,014.86 LAST WILL AND TESTAMENT OF WINIFRED WHORLEY REXRODE I, WINIFRED WHORLEY REXRODE, of the Borough of Shiremanstown, Cumberland County, Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all wills by me heretofore made. FIRST: I order and direct that all of my just debts and funeral expenses be paid by my hereinafter named Executor as soon after my death as may be found convenient. SECOND: I give the sum of Twenty-five Thousand ($25,000.00) Dollars to my sister, SUSANNE McCLAFFERTY for her kindness and for the services which she rendered on my be~ilf. C O `:' ~: THIRD: I give the sum of Twenty-five Thousand ($25,000.00) Dollars t~ranc~i' n, ~ _; ;~ ..,~ _ - ,w ~ ~, - `~°, ., ~ ~ ~ ~s ,`r~ MATTHEW G. REXRODE. C7C~ ~ ~;- FOURTH: I give the sum of Twenty-five Thousand ($25,000.(S~j~ollar~to MECHANICSBURG CHURCH OF THE BRETHREN of Mechanicsburg, Pennsylvania. ~ FIFTH: I give the sum of Twenty-five Thousand ($25,000.00) Dollars to FR.ANI~I,IN WEST VIRGINIA PRESBYTERIAN CHURCH of Franklin, West Virginia, in memory of my late husband, William Arthur Rexrode, Sr. SIXTH: All the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wheresoever situate, which I may own or rave the right to dispose of at the lime of my death I give, devise and bequeath to my son, WILLIAM A. REXROD~, JR. SEVENTH: I hereby nominate, constitute and appoint my son, WILLIAM A. REXRODE, JR., as Executor of this, my Last Will and Testament, and I do direct that no bond shall be required of such Executor hereunder. My said Executor shall have full power at his discretion to do any and 1 Winifred Orley Rexrode _,~r- - all things necessary for the complete administration of my estate, including the power to sell at public or private sale and without order of Court, any real or personal property belonging to my estate, and to compound, compromise or otherwise to settle or adjust any and all claims, charges, debts and demands, whatsoever, against or in favor of my estate, as fully as I could do if living. IN WITNESS WHEREOF, I, Winifred Whorley Rexrode, the above Testatrix have set my hand and seal to this my Last Will and Tes_t~a~ment, which consists of two (2) pages, to each of which I have axed my signature this ~ Z-=~ day of ~~ ~ ~ `~~ `~~ , 2001. ~ ~~'~~^-~~w (SEAL) Winifred Whorley Rexrode Signed, sealed, published and declared by the above named Testatrix as and for her Last Will and Testament, 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' v~~ .. ,~ 2 Rev-1601 EX+(8-88) COheAONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rexrode, Winifred Whorley 21-09-0876 All property Jointly-owned wtlh Aght of sunrivorshlp must be dlaclosed on schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 PNC Bank Wealth Management-Assets 518.564.61 TOTAL (Also enter on Line 2, Recapitulation) 518.564.61 SCHEDULE B STOCKS ~ BONDS pr more space Is neeaea, aaaltional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev1808 EX+ (8-eeJ SCHEDULE F CDMAONwEALTH OF PENNSYLVANw JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rexrode, Winifred Whorley 21-09-0876 ken suet was made JoIM wlthln one year of the decedent's dab of death, k must bs reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. William A Rexrode 4536 Gilbertson Road Son Fairfax, VA 22032 B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 11/0182 PNC Checking Account -Jointly held 4,847.60 50.000% 2,423.80 with son William A Rexrode Jr. TOTAL (Also enter on Line 6, Recapitulation) I 2,423.80 (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 F (Rev. 6-98) REV-1151 EX+ (10.08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Rexrode, Winifred Whorley 21-09-0876 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: Malpezzi Funeral Home 5,069.12 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Joel O. Sechrist Esq. 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 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 9,000.00 537.00 TOTAL (Also enter on line 9, Recapitulation) I 14,606.12 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Rexrode, Winifred Whorley 21-09-0876 ITEM NUMBER DESCRIPTION AMOUNT Probate Fees 1 Register of Wills additional probate fee 250.00 2 Register of Wills file inheritance tax return 15.00 3 Register of Wills file releases 20.00 4 Register of Wills probate fee 252.00 H-64 Subtotal 537.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COI.e~AONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rexrode, Winifred Whorley 21-09-0876 Report debts Incurred by the decedent pAor to death that remained unpaid at tha date of death, Ineludlny unrolmburesd medlesl expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08j REV-1573 tcX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Rexrode, wlnttreq wnorley 21-09-0 876 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not Llst Trust s I TAXABLE DISTRIBUTIONS [include outright spousal ~ distributions, and transfers under Sec. 9116(a)(1.2)] 1 Matthew G Rexrode Grandson 25,000.00 3334 Spring Lane 640 Falls Church, VA 22041 2 William A Rexrode Son all of residue 4536 Gilbertson Road Fairfax, VA 22032 Total 25,000.00 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cove r 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 See continuation schedule(s) attached 50,000.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ 50,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J-IIB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued ESTATE OF FILE NUMBER Rexrode, Winifred Whorley 21-09-0876 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J-IIB (Rev. 6-98) ESTATE TAX SECURITIES VALUATIQV PAGE NO. 1 ACCODNT: 7411004 Name of Estate: WINI£RED N REXRODE DATE OF DEATH: Tuaaday, September 1 2009 ITEM CUSIP NO. SHARES/ AESCRIPTZON PRICE HIGH/ASX LOW/SID tgAli SECURITY ACCRUED CCM4EtiTS PAR VALVE DATE PRICE PAICE PRICE VALUE DIV/INT 1) 091927673 2,076.5150 SLACKROCS FDS 09/01 19.2100 14.21000 39,889.85 t9UT POND IND% EQTY IbTST 2) 3133MTEL5 50,000 FEDERAL HOME LN HIGS 09/01 108.2188 106.0625 208.14065 54,070.33 GVT AGENCY GT.HL SD 4.512 Ivt. £rom: 05/15/2009 to 09/01/2009 668,75 3) 3133XtOm2 50,000 FEDERAL HOMB LN SKS 09/01 103.1562 103.1250 103.14060 51,570.30 GVT AGENCY CONS HD 4_675410 Int. Frown: 05/14/2009 to 04/01/2009 731,25 4) 3133XSAE8 50,000 FEDERAL AOIn; LOAN BANKS 09/01 105.3125 105.0938 105.20315 52,601.58 GVT AGENCY CONS BD 3.625!13 Int. Fron: OQ/18/2009 to 09/01/2009 674.65 5) 3133XSXG8 50,000 FEDERAL HOt~ LOAN HANKS 09/01 100.1562 99.8750 100.01560 50,007.80 GVT AGENCY CONS HD 3.7511b Int. From: 08/17/2004 to 09/01/2009 78.13 6) 3133X7FR5 50,000 FEDERAL HOt1E LN 8KS 09/01 112.1250 111.8750 112,00000 56,000.00 GVT AGENCY GLHL BD S.25i14 Int. From: 06/18/2009 to 09/01/2009 539.58 7) 552983694 3,129.8070 MFS SER TR I 09/01 19.1100 19.11000 59,610.61 MUT FIRiD VALUE FD CL I 8) 693390700 9,927.9000 PLHCO FDS PAC IIiVT MGMT SER 09/01 10.7900 10.79000 107,122.04 MUT FUND TOTAL RETRN PT 9) 741479109 971.6160 PRICE T ROWS GROHTH STK FD II7C 09/01 23.6000 23.60000 22,934.90 tSUT FUND COM 10) 92204A876 100 VANGUARD WORLD £DS 09/01 61.7000 60.6800 61.14000 6,119.00 PACIFIC EX UTILITIES ETF 11) 993077106 15,745.8400 SLACKROCK LIQ FDS TEMP FD ADMI27 SHS 9H1 15,745.84 0.00 MANUAL PRItiCIYAL CASH Grand Totals ___ _____________ 515,872.25 ____________ 2,692.36 Total Principal plu^ Accrued interest and dividends 518,564.b1 this report was prepared using APPRAISE Ver. 7,4.1 software, av EVALt7l,TIC2i SERVICES, IHC. product. Phone 201 784 8500, Yisit our web sites at NSiW.APPRAISENJ. COM and NRH.COSTHASIS,ZNSO. Exhibit to Schedule B t~'NC Lt:AD~167HE WAY• October 28, 2009 Carol A Leiphart PNC Bank Wealth Management 12.E: Winifred W Rexrode . SSN: 193-12-8368 DOD: 09-01-2009 bear Ms. Leiphart: J In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: . Checking Account Account # 5140052374 Established: 11-01-1972 WINIFRED W REXRODE WILLIAM A REXRODE JR DOD balance; $ 4,847.42 + 0.18 accrued interest ' Safe Deposit Bog . The decedent maintained safe deposit box 96 WINNIIF RED W R RXR ODE WII,LIAM A REXRODE JR Located at: Windsor Park Branch 5288 Simpson Ferry Rd Mechanicsburg, PA 17055 (717) 69'7-1641 Please note that this .office provides date of death bakaaces for deposit'accounts (1RAs, CDs, Checking and Savings). We do not process any fwancial tra~osactions or provide statements. If you need assistance with any of these items, please call 1-888 PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A, Member FDIC Exhibit to Schedule~F Page 1 of 2