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Home My WebLink About98-1007e ~ -~ REV-1500 1505607120 F,C (06-05) OFFICIAL USE ONLY PA Department of Revenue county code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 80X.280601 21 9 8 010 0 7 Harrisburg, PA 1 X128-osol RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 164529267 03151997 _ - 01201964 Decedent's Last Name Suffix Decedent's First Name MI WILCOX STEVEN R (If Applicable) Enter Surviving Spouse's Information Below Spouse's 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. Original Retum ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa, Future Interest Compromise ^ 5. Federal Estate Tax Retum Required (date of death after 12-122) ^ g. Decedent Died Testate ^ ~ Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Vlfill) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 1 p. Spousal Poverty Credit (date of death ^ 11, Election to tax under Sec. 9113(A) between 12-31-91 and t-1-95) (Attach SCh. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number JAMES M ROBINSON 7172459688 Firm Name (If Applicable) • T U R O LAW OFFICES REGISTER OF WILLS USE ONLY First line of address ~a c~ ..1 28 S . PITT STREET ~ c~ -.--~~, Second line of address i J =~ C r , ~ -~ ~j ;,;~ ..-. ~ r y r ~'.p t - _~_ _ ~ r 7 ~ ~~ • f 1 r ~~~ I~ED City or Post Office State ZIP Code ~„ .. - ` ~.~ . CARLISLE PA 17 013 ~:.~~~ ~~ ~= ~ Correspondent's e-mail address: J R o b i n s o n l~ T u r o L a w. c o m N 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 persona representative Is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 0 Sherry S. Wilcox ADD SS 276 Samples Bridge Road, Mechanicsburg, PA 17050 SIG URE OF PREPARE O RESENTATNE D TE James M Robinson C~ ! t ~{ 1 /D DD ESS S. Pitt St et, Carlisle, PA 17013 Side 1 1505607120 1505607120 J REV-1500 EX Decedents Name: W I LC OX ~ STEVEN R Decedent's Social Security Number -- 164529267 RECAPITULATION 136,642.00 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 S Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 8. ( ) ....................................................................... Total Gross Assets total Lines 1-7 8. 13 6 , 6 4 2 . 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 5 8 . 0 0 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ................................ 10. 11 Total Deductions total Lines 9 8 10 -•11. 5 8 . 0 0 12. .................................. Net Value of Estate (Line 8 minus Line 11) ........................... 12. 13 6 , 5 8 4 . 0 0 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. 13 6 , 5 8 4 . 0 0 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 13 6, 5 8 4. 0 0 15. 16. Amount of Line 14 taxable 16 at lineal rate X .06 . 17. Amount of Line 14 taxable at sibling rate X .15 1 ~' 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ............................................................................................................. ......19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 ~, 1505607220 1505607220 1505607220 0.00 0.00 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 98 - 01007 Wilcox, Steven R STREET ADDRESS 276 Samples Bridge Road CITY Mechanicsburg ~ STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable p. Interest E. Penalty Total Credits (A + B + C) Total Interest/Penalty (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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 0.00 (2) 0.00 (3) 0.00 (4) (5) 0.00 (5A) (5B) 0 . ~ 0 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 :.................................................................................~ b. retain the right to designate who shall use the property transferred or its income :.................................... c. retain a reversionary interest; or ...............................................................................................................~ ^x 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 consideration? .....................................................................................................................~ 3. Did decedent own an °in trust for" or payable upon death bank account or security at his or her death?......... ~ Ox 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR 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 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBER ESTATE OF wI~COX, Steven R 21 - 98 - 01007 All real property owned sole)y or as a tenant in common must be re orted at fair market value. Fair market value is defined 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 properly which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 276 Samples Bridge Road, Silver Spring Township, Cumberland County, PA 136,642.00 1/2 Interest with Sherry S. Wilcox - Vafued at Assessment x Common Level Ratio TOTAL (Also enter on Line 1, Recapitulation) ~ 136,642.00 COMMONVYEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wilcox, Steven R S~CI-~F H wn EXPENSES ~~ FILE NUMBER 21 - 98 - 01007 Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: - A. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address Cry State Zip Year(s) Commission paid 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. 5. 6. 7. 1 Street Address Ci{y State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs 58.00 TOTAL (Also enter on line 9, Recapitulation) 58.00 REV-1513 EX+ (8-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wilcox, Steven R SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I~ TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec. X116 (a) (1.2)] 1 Sherry S. Wilcox 276 Samples Bridge Road Mechanicsburg, PA 17050 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Wife FILE NUMBER - 21-98-01007 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Entire 136, 584.00 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet III 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 II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE T O.OO ,_ _,_, NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAxES ~ APPRAIS~MENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 - -- HARRISBURG PA 17128-0601 .. ,,w ~ ~ ; ~, ~~ - ~-, -~, r-.~ _~. ~ , ~ ~ . JAMES M ROBINS~N 28 S PITT STREET CARLISLE PA 17013 ~1) 136, 642.00 C2) .00 C3) .00 C4) .00 C5) .00 C6) .00 C7) .00 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WILCOX STEVEN RFILE N0.:21 98-1007 ACN: 101 DATE: 08-23-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) pennsylvan~a ~ DEPARTMENT OF REVENUE REV-1547 EX AFP (12-09) NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. Cs) 136 , 642.00 C9) 58.00 clo) .00 11. Total Deductions C11) 58.00 12. Net Value of Tax Return C12) 136,584.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 136,584.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) 136,584.00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 X 0 6 = .0 0 17. Amount of Line 14 at Sibling rate (17) _0 0 X 0 0 - .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. DATE 08-23-2010 ESTATE OF WILCOX STEVEN R DATE OF DEATH 03-15-1997 FILE NUMBER 21 98-1007 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 10-22-2010 (See reverse side under Objections Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ~~ ~ ,~~- 9~- ~vo-~ .~ ~ ~ ,.,~ FIC ~?`t~'~'~G~~a'„= E Or uC~ J y r' ~" ; 4~rl j ~ j~~ '„~~ r~i.. ~J ESTATE OF STEVEN R. WILCOX SEP 23 PM 2= I 1 KNOW ALL MEN BY THESE PRESENTS, that Steven R. Wil ~AN~L~S COURT 6~~ ~~ Spring Township, Cumberland County, Pennsylvania, deceased, died intestate on March 15, 1997, leaving no Last Will and Testament. An estate was opened in the Office of the Register of Wills of Cumberland County on December 15, 1998, at File No. 21-98-1007. WHEREAS, Letters of Administration on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Administratrix, Sherry S. Wilcox, hereinafter called personal representative; WHEREAS, the personal representative has gathered the assets of the Estate of the said decedent and the assets consist of personal and real property with the total value of $136,642.00 as set forth in Exhibit "A", which is a copy of the Pennsylvania Inheritance Tax Return filed and approved by said personal representative, and which is attached hereto and made a part hereof, and marked Exhibit "A"; WHEREAS, the debts and deductions, including the payment of inheritance tax for the said Estate, which has now been paid, leave a balance for distribution of $136,584.00, also as set forth in the statement of said personal representative, which is attached hereto and marked Exhibit "B°; WHEREAS, the balance for distribution as shown in the said statement marked Exhibit "B" has been distributed as herein indicated in accordance with the power and authority granted to the personal representative by the Pennsylvania Probate, Estates and Fiduciaries Code; NOW, THEREFORE, Sherry S. Wilcox, being the sole heir under the Pennsylvania Probate, Estates and Fiduciaries Code (the "Code"), and being that person entitled to inherit under the Code, does hereby acknowledge that she has this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sums of money, legacies, bequests, and devises as are given, devised and bequeathed to her under the Code, the amounts due her under the Code, which amounts she has received this day or prior to this day; and she does hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, she agrees that no account is necessary and she does hereby agree that she does consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, she does hereby remise, release, quitclaim and forever discharge the said personal representative, Sherry S. Wilcox, her heirs, executors, administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of the said decedent, and she does further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Agreement, she does hereby covenant and agree with the aforesaid personal representative, that she will contribute pro-rata her share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the said Estate or the aforesaid personal representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, she has hereunto set her hand and seal the day and year noted below. . , ~~Jz~l1c c Dat Witness ~ i ~, ~ lA ~ o ~r rw Sherry S. x NOTICE OF INHERITANCE TAX Pennsylvania BUREAU of INDIVIDUAL raxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO 60X 280601 REY 1547 EX AFP C12-09) HARRISBURG PA 17128-0601 DATE 08-23-2010 ESTATE OF WILCOX STEVEN R DATE OF DEATH 03-15-1997 FILE NUMBER 21 9B-1007 JAMES M ROBINSON COUNTY CUMBERLAND 28 S PITT STREET ACN 101 CARLISLE APPEAL DATE: 10-22-2010 PA 17013 (See reverse side under Objections) A~ount Re~itted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONC THIS LINE ~- RETAIN LOWER PORTIDN FOR YOUR RECORDS F _ REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR ----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: WILCOX STEVEN RFILE N0.:21 98-1007 ACN: 101 DATE: 08-23-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roal Estate (Schedule A) 2. Stocks and Bonda (Sehodul• B) (1) 136,642.00 NOTE: To ansur• proper 3. Closely Held Stock/Partnership Interest (Schedule C) C2) .00 credit to your account, (3) DD submit the upper portion 4. Mortgages/Notes Reeeivablo (Schedule D) of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (g) .00 tax paymont. 6. Jointly Owned Property (Schedule F) 7. Transfers CSchetlula G) ~ t6) •00 (7) .00 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIDNS: tai - 136,64 00 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchatlule H) (9)- 8 DO 10. Debts/Mortgage Liabilities/Liens CSChedulo I) clo)- 00 11. Total Deductions 12. Net Value of Tax Return C11) 58.00 13. Charitable/Governmental Bequests; Non-eleetetl 9113 Trusts CSehodula J) C13~ 136,584.00 14. Net Value of Estate Subject to Tax DD NOTE: If an assssswtant was issued previously. linos 14, 15 and/or 16,1417, 18 and'194wi11 reflect figures that include th• total of ALL returns assessed to data. ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate (16)_ 136,5$4 n0 x 00 .00 17. Amount of Line 14 at Sibling rate n X D6 .00 cl7)- ^n x 00 .oo 18. Amount of Line 14 taxable at Collateral/Class B rata (18) 19. Principal Tax Due • DO 7( 15 = . 00 TAX CREDITS: (19)= .00 PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT tALANCE OF TAX DUE •00 .00 INTEREST AND PEN. .00 TOTAL DUE ~ 00 • IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A RQFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. --~ REV-1$~~ 1505607120 PA Dsparbnern of Revenra- ~ (~5) OFFICIAL USE ONLY euroau of IndividuN Taxes r~r Fas Nunbr PO eox.2eoeot INHERITANCE TAX RETURN HafAsburp, PA 1712&0807 RE8IDENT DECEDENT 21 9 8 010 0 7 ENTER DECEDENT INFORtIAATiON BELOW Soda) Security Number Date of Death Date of Birth 164529267 03151997 01201964 ar ~- DscedenYs last Name Sr>ftbc DeeedenYa First Name MI /PILCOR BTSVSN R (N Applicable) ErtEsr SurvMnp Spouse's Inrormatlon Below Spouse's Last Name SulYa Spouse's First Name MI Spouse's Soda) Security Number •} THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FlLL INAPPROPRIATE OVALS BELOW ® t. Oriykrel Retum ^ 2. Su pplartrsntal Realm ^ 9. Ramaindar Ratum (da0e of death prlorto 12-13.82) ^ 4. Wrdted F_eta1. ^ q„• FWw Intera.t Canpromia 5. Federal Ealele Tax Rdrxn cdr.ad.r,rrrta-tz~ ^ Regdrad ° e• UCH ~ ^ 7. D.adr.M~natlnad.uvtn,Trwt 0 (Athd1 Copy dTn,u) c( 6. TOtel Numtxn d Sofa pepoeit BOOaIe ^ 9• meson Proosade Received ^ 10. ~ taat e~id 1-t~~ °~ ^ 11.Etectlon to tax undue Sea 9113(A) (Aaadr Sdr. O) Ills - Ti#1S MIJeT BE COMPLETED. ALL RESPON~NCE AND CONFIDENTIAL TAX TtON SHOULD BE DIRECTED TO: JAMS S ~i RO B I N S ON Daytime Te~Phene Number 7172459688 ~, Flrtn Name (H ApplicWN) c~ ., ~ TURD LAiP O!'FICS$ REOISTER~IILL8usE,DNLrF'` ~?~'O C r. C;7 First Ilne of address ~ n ~ ;~ ?? r-- 28 8. PITT STREET ;`=v~~ ~ r~ Second line of addross r.7 C~ ~ ~ ~ ' .-Ti c ~~ c City or Post ORloe State ZIP Code ~ TE FILED N 4• CARLISLE PA 17013 C~ondsnt'ss•mNladdreas: JRobinson~TuroLaw.com S. Z76 Samples Brides Road, Mechanicsburg, PA 17080 aPREP NTATNE TE James M Robinson (0 141 /O S. Pitt 8 ,Carlisle, PA 17013 L.._ Bide 1 1505607120 1505607120 J J 7505607220 REV-15oo Ex °BOedi"'~"~ WILCOX, STEVEN R DecedenYa Social Security Number RECAPrruunoN 164529267 1. Rwl Estate (schedule A) .......................................................................................... 1. 13 6, 6 4 2. 0 0 2. 3torica and t3orrds (Schedule B) ........ .................................... ................................... 2. 3. Closely Held Corporation, Psrtnersh~ or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........ . .. ............................................... 4. 5• Cash hank Deposits & Mlscellarroous Personal Properly (Schedule E) ................ 5. 6. Jointly Owned property (Schedule F) ^ Separate 8111ing Requested 8 ............. . 7. Inter-Vhroa Transfers & Mfaoellaneous Non-Probate Property (Schedule G) ^ Separate Bitii - R equested ............. 7, n8 8. Total Gross Assets (total Lines 1-7) .......................................... ............................. s. 136, 642.00 9. Funeral F~rpergea & Administrative Coats (Schedule H) ........... 9 5 8 .............................. . . 0 0 10. Dabfs of Decedent, Mortgage Liabilities, B Liens (Schedule q .................. .............. 10. 11. Total Dsdrrctlons (total Lines 9 & 10) ................... ...................................................11. 5 8 . 0 0 12. tist Valor of Estabs (Line 8 micros Line 11) ...... ......................................................12. 13. ChaAtable and Govemmsntal Bsgwats/Sec 9113 Trusts for whk:h 13 6 , 5 8 4 . 0 0 an elec8on to tax has not been made (Schedule J) ....... .......................................... 13. 14. Net Valor Subject b Tax (Line 12 minus Line 13) ................................................. 14. TAXCOMPUTATION - t;EE INBTRUCTIONB FOR APPLICABLE RATES 13 6 , 5 8 4 . 0 0 15. Amount of Lirra 14 taxabb hen ~ under See. 9116 (a)(1.2) x .o0 13 6, 5 8 4. 0 0 t 5• 18. Amount of Lina 14 taxable 0. 0 0 a< lineal rate X .08 16 . 17. Amount of Line 14 taxabb at sibling rata X ,15 17 . 18. Amount of Line 14 taxable at collateral rata X .15 18. 19. Tax Due ............. ....... ............................................................................................... ~ 9. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUt'c8nNti A REFUND OF AN OVERPAYMENT, a ' 1505607220 Side 2 1505607220 __..I REV-1500 EX Page 3 decedent's Complete Address: Wilcox, Steven R 276 8amplss B Mechanicsburg Tax Payments and Ct+edits: 1. Tax Due (gaga 1 Line 19) 2. CrediWPayrnanb A. Spowal Poverty Crodit B. Prior Paymenb C. INacount e Road Fits Number 21 - 98 - 01007 PA ~ 17050 (1) 0.00 3. InOerasuPenany ff applicable Tobl Credo (A + B + C) (2) 0.00 D. Interest E. Penalty Total InterostlPenaRy (D + E) (3) 0.0 O 4. H Line 2 is greater than Line 1 + Lino 3, enter the di/ferance. This is the OVERPAYMENT. CMek box on Papa Z Ltns 20 to request a refund (<) 5. M Line 1 + Line 3 is greater than Line 2, enbr the diMeronce. This k the TAX DUE. A. Enter the interest on the tax dw. (5) 0.00 B. Enter the total of Line 5 + 5A, 7Thb 1e ~ BALANCE DUE. (~) (56) ~ . i1 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE AN8WER THE FOLLOWING QUESTIONS BY PLACING AN °X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. robin the use or inoorne of the Yss No b. rebin the ht ~ ~e~ transferred :................................... . rip designate who ahail use fhe Property transferred or ib income :.................................. x c. robM a roversionary intrroat; or ............... x d. receive the .................................................................................................. x 2. N death Promise for IMe of either paymerda, beneflb or taro? ....................... ~~ occurred after Deoerrrber 12, 1982, did decederh transfer property wRhln one .................................... x ng adequate consideration? .......................................... Year of death wfthout 3. Dkt decedent own an "in tnrat for or ............................................ x payable upon death bank accourd or securigr at his or her death?........- ^ a 4• Did decedent own an Individual Retirement Account, annuity, or other non-probab Property which conbina a bene8dary designation?... ......................................... IF THE ANtSYVER TO ANY OF THE ABOVE GUF.8TION8 Ia YES, YOU MUST COMPLETE SCHEDULE G AND FILE R A8 PART OF THE RETUR For dates of death on or alter Jury 1 1994 and before Janwry 1 1995 the tax rate imposed on the rant value of tronafera to or for Uie use of the survMnp apoues b three (9) Percent [72 P.S. §9118 (a) (1.1) (i)]. For dates of death on or alter January 1, 1985, the taz reb imposed on the net valor of transfers to or for the use of the survivf (0) Per~rt [72 P.S. §9116 (a) (1.1) (ii)]. The ablate doas~ a ~nsfer to a survivi n9 t~we is zero for dierdosuro of assets and f5inp a tax return aro atiA applcable even if the survivi ~ spouse from tax, and fhe statutory requirements For dabs of death on or after July 1.2000: n9 ~~ is be only beneficiary. natural front akr~aed on the net valor of transfers from a deceased child ivventy-one yaan d ape or yourger at death to or for the use of a Pa adopthre parorH, or a stepparent of the child is zero (O) percent [72 P.S. §9116 (a) (1.2)]. Ti» ~ rob imposed on the net vakre of transfers to or for the use ofdhe deixdenPs lineal beneficiaries is Tear and one-half (4.5) percent, except as nobd in 72 P.S. §9116 1.2) [72 P.S. §9118 (a) (1)]. _ sibfing Isla de8nad urMerw3ectlon 9102, as an in a who h srat kaat or a pea~M irsi sow~ii~ itl tlie(d2e deM ~wh~eff e~S• §9116 (a) (1.3)]. A by blood or adoption. SCHEDULE A ~TH~v~ REAL ESTATE T~~ FILE NUMBER 21 - 98 - 01007 ESTATE OF wI~COX, Steven R ~ ~~ ~ ~ a as a bnant in common must be at Tair mar1~ valor. Fair market value is defined as the price schsduleb F, ~~e~ of the rele ~rrt facts ~Iproporjywhich ba ~ fir, neitlier being compered t° buY or sell, both having 1a~Y-owned with right of survivorship must bs disclosed on ITEM NUMBER DESCRIPTION VALUE AT DATE OF - 1 276 Sam DEATH pies Bridge Road, Silver Spring Township, Cumberland Couniy, PA 136 642 00 1/2 Interest with Sherry S. Wi~ox -Valued at Assessment x Common Level Ratio TOTAL (Also enter on Une 1, Recapitulation) 136,642.00 ~~ EBTATE OF Wilcox, Steven R ~f J. H ~ ADM~I511?~-71VE C051'S FILE NUMBER n• nn ----..~••• •••.•.~ w repxirtep on schedule I. NUMBER I FUNERAL EXPENSEB DESCRIPTION A. AMOUNT B. 1 2. 3. 4. ADMINI8TRATiVE C08TS: Personal Repress Commissions Sodal Securigr Number(s) / EIN Number of Personal RepraseMative(a); Stroet Address City State Zip Year(s) Commission paid Attorney's Fees Family Exemption: (If decedent's address is not the same as daimaQt's, attach explanation) Claimant .: ^atroat Address ~ State Zip Relaticrrship of Claimant to Decadent Probate Fees Register of Wills 58.00 5. 8. 7. 1 Accountant's Fees Tax Return Pr~erers Fees Other Administrable Costs -~..-..~ TOTAL (Also eater on line 9, Recapitulation) ~ nn a~r•+s~sex+pool cawrorrr~x,FroFPeersnvwrun SCHEDULE J Taioa o~r~ BENEFICIARIES ESTATE OF FILE NUMBER Wi~ox, Steven R 21 -98-01007 NUMBER NAME AND ADDRESS OF PERSON(S) ~ pEC~~ TD SHARE OF ESTATE AMOUNT OF ESTATE RECEMNG PROPERTY o. Not tine T,~.- (Words) (SSi) I. TAXABLE D13TRIBUTIONS[induds outright usal disbr~ulions and~nafers under Sec. l~118 (a) (1.2)1 1 Sherry S. Wilcox Wifie Entire 276 Samples Bridge Road 136,584.00 Mechank~burg, PA 17050 Enter dollar amounts for distributiorw shown above on Imes 15 through 18, as ~propriete, 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 CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHE 0.00 ,. EXHIBIT "B" GROSS ESTATE NET OF TAX LIABILITIES A. Register of Wills TOTAL LIABILITIES AMOUNT REMAINING TO BE DISTRIBUTED DISTRIBUTIONS: Sherry S. Wilcox TOTAL DISTRIBUTIONS $ 136,642.00 $ 58.00 $ 58.00 $ 136,584.00 $ 136,584.00 $ 136, 584.00 Pa. O.C. Rule 6.12 STATUS REPORT a;,.. C~ C.>"' ^~ ~_ ~J ~.~ .a C.:i .. r iw i.~:._ r ~ c REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: STEVEN R. WII.,COX Date o f MARCH 15, 1997 File Number: 21-98-1007 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ®Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ...... , ^ Yes ®No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ®Yes ONo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and maybe attached to this report. lx~e SE~TEMBER 22, 2010 c~ .. cv M C~! N 0 0 c~.+ ojPeraan Filig Fonrt ® Counsel C ity: ~Perso Representative JAMES M. ROBINSON, ESQ. Name of Person Filing this Form 129 SOUTH PITT STREET ~U cs~~~ Address CARLISLE, PA 17013 ~~ Form RW-10 rev. 10.13.06 (717) 245-9b88 Telephone