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Home My WebLink About06-11-1015056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 09 0205 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 189-24-1771 02/17/2009 ' 02/09/1928 Decedent's Last Name Suffix Decedent's First Name MI Ward Margaret T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~;;>~ 1. Original Return ~~~:: w.... 4. Limited Estate "~.w~~. €:'~n 6. Decedent Died Testate `~" (Attach Copy of Wi11) 9. Litigation Proceeds Received .. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ='_:::°:;::< 3. Remainder Return (date of death prior to 12-13-82) 4a. Future Interest Compromise (date of :::.._ 5. Federal Estate Tax Return Required death after 12-12-82) 7. Decedent Maintained a Living Trust ~......., 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 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 Patrick O'Connor, Esq. (717) 737-7760 Firm Name (If Applicable) __ _ ___ ____ __ _ . _ _ _ . _ _ ___ _ _ _ REGISTER OF WILLS U _ SE ONLY N t:'~ _.. First line of address __ _ ___ ~ Q '~'' -~, ~ ~~~~~ __ 3105 Gettysburg Rd. _ C~7 ~ rTI C~ ~ ~ C , i ~:.~ ,, ....... _. '_' Second line of address ~- _ ~j __ _ ~ .»,., ~ ` r,~„~ ..._. ..., .fir..,, _ . '.' _ ___ _ ___ __ ___ _ ~' I"'I~LED `' ~ ... y .i _.( ~ City or Post Office State ZIP Code ~ C.""] ~ Camp Hill PA :17011 ~ ,~ ~.., Ca ~ _ _ _ _ __ w ~~ Correspondent's a-mail address: 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. SI ~ ATU~GOi ~PEI~SO~1 RESPONSIBLE FOR FILING RETURN DATE ADDRESS l/Jl~ 3600 Sullivan St., Mechanicsburg, PA 17050 SIGNATU PREPARER ~FbIE{3 THAN REPRF~iENTATIVE DATE 3105 Gettysburg Rd., Camp Hi11, PA 17011 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 1505610105 REV-1500 EX Decedent's Social Security Number 189-24-1771 Decedent's Name: RECAPITULATION 1. Real Estate {Schedule A) ............................................. 1. 2. Stacks and Bonds (Schedule B) ....................................... 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. 5. 6. 7. 8. Mortgages and Notes Receivable (Schedule D) ......................... Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... Jointly Owned Property (Schedule F) O Separate Billing Requested ..... Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... Total Gross Assets (total Lines 1 through 7} .......................... .. 4. t .. 5. .. 6. ... 7. ... 8. 65,128.00 101,118.00 166,246.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 12,667.00 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. 705.00 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 13,372.00 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 152,874.00 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. 152,874.00 TAX CALCULATION -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 .0_ 15. 16. Amount of Line 14 taxable at lineal rate x .0 45 152,874.00 1s. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ...................................................... ... 19. 6,$79.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 150561,0105 15056101,05 J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Margaret T. Ward STREET ADDRESS ~I 3600 Sullivan Street CITY Mechanicsburg STAT Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 6,879.00 2. Credits/Payments A. Prior Payments 6,913.00 B. Discount Total Credits (A + B) (2} 6,913.00 3. Interest (3) 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 20 to request a refund. (4) 34.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILL:, AGENT. File Number 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 :................................................................................... ...... ^ 0 b. retain the right to designate who shall use the property transferred or its income : .................................... ....... ^ 0 c. retain a reversionary interest; or .................................................................................................................. ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................... ....... ^ X^ 2. If death occurred after Dec. 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 I~er death? ....... ....... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, wiich contains a beneficiary designation? ................................................................................................................ ....... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEC ULE G AND FILE IT AS PART OF THE RETURN. Fc;r dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is j percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. X91 i 6 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and he 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 21 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 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 lined beneficiaries is 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 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 flood or adoption. REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Margaret T. Ward 21-09-0205 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. REV 1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-YIVOS TR,ANS~ERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Margaret T. Ward 21-09-0205 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHA COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~~ RiverSource Advantage Fixed Annuity Account No, 0930067242147004 101,118.00 100 101,118.00 purchased through. Ameriptise Financial Na 150352763001 TOTAL (Also enter on line 7 Recapitulation} ~ I 101,118.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret T. Ward 21-09-0205 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~~ Stone & Murray Funeral Home 2,089.00 Refreshments following funeral 152.00 Music during funeral 225.00 B. 1 2. 3. city Mechanicsburg State PA .zip 17050 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IE1N Number of Personal Representative(s) Street Address City .State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) claimant Barbara A. Acri Street Address 3600 Sullivan St. Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Advertising -- Executor's Notices s. Estimated Amount to Close out Estate TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) Zip 6,000.00 3,500.00 314.00 125.00 125.00 212.00 50.00 12,792.00 REV 1512 EX~ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDVLE f DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER f-A~rn~rat T Warcll 21-09-0205 e__.,.. a.,~.~ ,..,.....ea ti., +tie ~e~e~an+ Wrier to death which remained unpaid as of the date of death, including unreimbursea meaicai expenses. (If more space is needed, insert additional sheets or the same size REV 1513 EX+ (9-00) SCNEDiJLE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret T. Ward 21-09-0205 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. 1 • Barbara A. Acri 100°!0 of residuary estate Daughter 100.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1540 COVER 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 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET b 0.00 (If more space is needed, insert additional sheets of the same size) r a t ._._ .._.. ...._~.._._ .. .. _. _a-.____.. .. . ~.~~"I' ~~~~,~, ~~rn~dl TE~T~.~~T OAF Margaret ~. barb ~~ ~" ~~ c~~ ~~ a -vim ~- N ~. w w cn ~-~ I, MARGARET T. WARD, currently of 2101 Cedar Run Drive, Apartment 102, Camp Hill, Cumberland County, Pennsylvania 17011, being of sound and disposing mind, do make, publish and declare this as and for my last Will and Testament, hereby revoking a any and all Wills and Codicils by me at any time heretofore made. FIRST: I direct that my medical expenses, as well as funeral expenses over and above funeral expenses currently pre-paid at Stone & Murray Funeral Home, be paid from a trust fund previously established with Micro-Data Systems, Inc., of Furguson Square, Suite 200, 27766 West College Avenue, State College, Pennsylvania, as soon .after my decease as ma~• con~~enientl~~ be done. SECOND: I direct that all my just debts, funeral expenses and inheritance taxes be paid by my hereinafter named Executor or Executrix as soon after my decease as may ~~1 conveniently be done. ~f ;: THIRD: I give, devise and bequeath all of the rest, residue and remainder ,I ~, ~~of my estate to my daughter, BARBARA. A. ACRI, currently of Mechanicsburg, ~. -:, ~ ~.~_, ~} ~- `~- ~:. ~,~., ~~: Pennsylvania, provided that she shall be living at the time of my death and survive me For a period of thirty (30) days. In the event that BARBARA A. ACRI; should predecease' me or fail to survive me by thirty (30) days, I give, devise and bequeath all the rest, remainder and residue of my estate to my granddaughter, CHRISTINA 1~'IARIE ACRI, currently of Mechanicsburg, Pennsylvania provided that she shall be living at the time of my death and survive me for a period of thirty (30) days. In the. event that CHRISTINA MARIE ACRI; should predecease me or fail to survive me by thirty (3 0) days, I give, devise and bequeath all the rest, remainder and residue of my estate to the New Cumberland (Pennsylvania) Public Library. FOURTH: I nominate, constitute and appoint my daughter, BARBARA A. ACRI, currently of Mechanicsburg, Pennsylvania, the Executrix of this my last Will and Testament, and direct that she shall not be required to enter security in any jurisdiction in which she may act. In the event that BARBARA A. ACRI is unable or refuses to act, :I appoint my granddaughter, CHRISTINA MARS ACRI, to serve as Executrix of this my .... , last Will and Testament, and direct that she shall not be required to enter security in any jurisdiction in which she may act. In the event that CHRISTINA 11~IARIE ACRI is unable or refuses to act, I appoint my attorney, G. PATRICK O' CONNOR, currently of Camp '~, Hill, Pennsylvania, to serve as Executor of this my last Will and Testament, and direct that he shall not be required to enter security in any jurisdiction in which he may act. In addition to powers given them by law, my Executor or Executrix ,and any ~.: -~~I successor Executors shall have the following powers, applicable to all property held by them, effective without court order and until actual distribution: .. • '; i'~ ~.; . ti i ~. (a) To exercise any corporate stock options; (b) To retain and- propert~~ recei~-ed b~- them, including the stock of any corporate fiduciary acting hereunder; (c) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability to the purchasers to see to application ', of the purchase monies; (d} To compronuse controversies; (e) To distribute in cash or kind or both at such valuations as they may fix; (f) To distribute property passing to a minor under this will either to the minor or to any person to hold for a minor; (g) To sell articles passing to a minor under this Will if the Executor or Executrix in his or her sole discretion considers such articles unsuitable for a minor. FIFTH: I hereby name and appoint G. Patrick O'Connor, Esquire, to be the attorney for my estate. LASTLY: Words used in the singular may be read to include the plural or the plural maybe read as the singular. Similarly, the masculine form may be read to include the masculine and neuter; and the neuter may be read to include the masculine and f feminine. _ -`,~ IN WITNESS WHEREOF, I have hereto set my hand to this my last Will and '; Testament, contained on this page and the foregoing two (2) pages, to each of which I have affi~ced my signature, this ~~ ~ day of April, 2002. ,.~. . r.. ~.. =~ - --- MARGARET T. WARD - - ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, 1VIA.RG~RET T. ~~'~RD, the testator trhose name is signed to the attached of foregoing instrument, having been duly qualified according to Iaw, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ~ti~~ ~~~. MARL T T. WARD Sworn to or affirmed and acknowledged before me by MARGARET T. WARD, the testator, this ' day of April , 2002. ,, ~_ NOTARY NOTARIAL SEAL WILLIAM L. GRUBS, Nc~y Publiic Lower Alien Twp., Cumbettand Camiy My Commission Expires Aug, f3, 2005 AFFIDAVIT CO~~IONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS WE, G. PATRICK O'CONNOR and KAREN IRENE WARD, the witnesses, «-hose names ase attached to the foreQoin~ instrument. weir _ ~ul_- .~:~_~ e~ __~::`. ~ _~ law, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and Testament and that he had signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge, the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint of undue influence. :~~' ~~ . ~' RICK O'CONNOR, WITNESS r KAREN IRENE WARD, WITNESS Sworn to or affirmed and acknowledged before me by G. PATRICK O' CONNOR and KAREN IRENE WARD, witnesses, this ~ ~' ~ {~y of April, 2002. ~:~-- ...~ `_ _^. ~ ~ NOTARY NOTARIAL SEAL ' WILLIAM L. GRUBS, Notary P~lic Lower Allen Twp., Cumberland County My Commission Expires Aug. t3, 2405