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Home My WebLink About07-14-10J REV-15~ PA Department of Ra. Bureau of Individual T Po BGX 25080, Harrisburo. PA 17128• ENTER DECEDENT INFORMATION Social Security Number 169-14-5018 Decedent's Last Name Dodd (If Applicable) Enter Surviving Spo Spouse's Last Name Dodd 1505610145 IX(01-10) Pennsylvania orvum.Errtosr~veMx INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Death MMDDYYYY 01312009 Suffix Sr. k Information Below OFFICIAL USE ONLY County Code Year File Number oil ~D 0 ~p~d Date of Birth MMDDYYYY 08211915 Decedent's First Name William i Suffix Spouse's First Name ICI Mary MI H MI A Spouse's Socal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRUITE BOXES BEL~W ® 1.Odginel Return I Q i 2. Supplemental Return 4. Limited Estate ~~I 0 4a. Future Interest Compromise (date of I death after 72-12$2) ® 8. Decedent Died Testate 'i ~ 7. Decedent Maintained a Living Trust (Attach Copy of YVIII) ! I (Attach Copy of Trust) 9. Litlgatlon Proceeds Received !i Q 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-t-95) CORRESPONDENT-THIS SECTION MUST Name Robert G. Frey 3. Remainder Return (date of death pdorto 12-13-82) 0 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 0 11. FJectlontotax under Sec.9113(A) (Attach Sch. O) ALL CORRESPONDENCE AND CONFIDENTUIL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number 71724358.38 ^~ First line of address III 5 South Hanover Str~e~ Second line of address City Or POSt Office I Carlisle State ZIP Code PA 17013 _ _~~ ILLS U NLY. '"i .") -- n trt't _- er t._1 ~ n r~i i:~ ~ ~ ~ T /V `- i... IVi ne7c cu cn ~ 1,~. Q '~'0 Correspondent's s-man addmsa: f i e ®f re t i 1 e . c om Under penalties of perjury, I declare that I have fined this return, including accompanying schedules and statements, and fo the best my knowledge and belief, it a true correct and co late. Dada of Cher than the rsonal re resentative is based on all information of whidt re arer has an kn e. SIG TU RSON IB ILING RETURN DATE 07/02/10 ADDRESS 1571 Rockled e Driv Carlisle PA 17013 , ' SIGNATUR EPAR THA E R ATIVE ~ DATE 07/02/10 ADDRESS 5 South Hanover Str e C isle PA 17013 , , ~ FASE USE ORIGINAL FORM ONLY Side 1 L 150561D145, I, 15D5610145 V ~6 s>~ 1505610245 REV-1500 EX Caeedent's Name: W 1111 is H Dodd Sr Decedent's Sodal Security Number 169-14-5018 RECAPITULATION ~ 1. Real Estate (Schedule A) ...I, .. L ..................................... 1 2. Stocks and Bonds (Scher 3. Closely Held Corporation, 4. Mortgages and Notes 5. Cash, Bank Deposits and t 6. Jointly Owned Property (Sc 7. Inter-Vivos Transfers 8 Mi; (Schedule G) 8. Total Gross Asseta (total 9. Funeral Expenses and 10. Debts of Decedent, Mort 11. Total Deductions (total 12. Net Value of Estate (Line 8 13. Charitable and Government an election to tax has not be TAX CALCULATION -SEE IN: 18. Amount of Line 14 taxable s the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0 ~ 16. Amount of Line 14 taxable at lineal rate X .0 4 5 17. Amount of Line 14 taxable at sibling rate X • 1 18. Amount of Line 14 taxable at collateral rate X . 15 1 s. 17. 18. 19. TAX DUE ...............~....................................... 19. i 20. FILL IN THE BOX IF YOU AI~E I EQUESTING A REFUND OF AN OVERPAYMENT III I Side 2 ..................................... 2. NONE ship or Sole-Proprietorship (Schedule C) ..... 3. NONE (Schedule D) .......................... 4. NONE aneous Personal Property (Schedule E) ...... 5. NONE F) Separate Billing Requested ........ 6. NONE sous Non-Probate Property OSeparate Billing Requested ........ 7. NONE lthrough 7) ........................... 8. 4462.50 4462.50 costs (Schedule H) .................. 9. NONE bilities, and Liens (Schedule I) ............. 10. NONE and 10) ...............................11. Line 11) .............................12. ests/Sec 9113 Trusts for which le (Schedule J) ....................... 13. FOR APPLICABLE RATES 4462.50 1s. 0.00 4462.50 0.00 4462.50 0.00 0.00 0.00 0.00 0.00 0 L 150561245 1505610245 J REV-1500 EX Page 3 Decedent's Complete Address: 21-10- File Number 169-145018 DECEDENTS NAME William H Dodd Sr. STREET ADDRESS s~1 ~~.~, ~ c Dr. CITY ~ ` ~ S ~ ~ t STATE A (•~ ZIP ~ ~ O /< J~ Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest (1) 0.00 Total Credits (A + B) (2) 0.00 4. If Line 2 is greater than Line 1 + Line 3, ~nter the difference. This is the OVERPAYMENT. Fill in box on Page 2, LI a YO to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, }nter the difference. This is the TAX DUE. (3) (4) 0.00 (5) 0.00 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 transfe and: Yes No a. retain the use or income o the property transferred : ............................................................................. ^ b. retain the right to designat who shall use the property transferred or its inwme : ................................ ^ pC c. retain a reversionary inte st; or ...............................................................................:............................ ^ d. receive the promise for I' of either payments, benefits or care? .......................................................... ^ 2. If death occurred after Dec. 1 , 1.982, did decedent transfer property within one year of death without receiving adequate co sideretion? ................................................................................................. ^ 3. Did decedent own an "in trust or" or payable-upon-death bank account or security at his or her death? .... ^ 4. Did decedent own an individu I retirement account, annuity or other non-probate property, which contains a beneficiary design lion? ............................ ^ ................................................................................ IF THE ANSWER TO ANY OF THE ABOVE UESTIONS 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 efore Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse Is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the x rate Imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does no exempt a transfer to a surviving spouse from fax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable en if the surviving spouse is the only benefidary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of nsfers 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 s 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rata imposed on the net value of nsfers to or for the use of the decedent's lineal benefldaries 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 nsfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(ax1.3)). A sibling is defined, under Section 9102, as an individu I who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 F~C+ (Ot-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: I FILE NUMBER: William H. Dodd 21-10- All roal property owned solely or as a to M In common must be roporfsd at fair market value. Fair market value is defined as ttre price at which property would be exchanged between a willing r and a wilting seller, neither beirg compelled to buy or sell, both having reasonabb knowksdge of the rolevant facts. Real that is Jointly-owned with ht of survNorohip must be disclosed on Schedule F. Attach copy of the settlement sheet if the property has been sold. ITEM NUMBER InGude a copy o the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE DESCRIPTION OF DEATH ~. Vacant lot, 10,000 s uare feet, Pine Township, Lycoming County. 4,463 Assessed Value: $3 II i it I i I I I I I I II 750, common level ratio factor: 1.19 TOTAL (Also enter on Line 1, Recapitulation.) S 4 463 space Is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERfrANCE TAx RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: William H. Dodd ~ 21-10- RELATIONSHIP TODECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS F PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS [Intl outright spousal distributions and transfers under S .9118 (a) (1.2).] Mary A. Dodd 1 1571 Rockledge Drive, Carlisle I I I I I ` PA 17013 Wife 100% I i I I ~I I ENTER DOLLAR AMOUNTS FOR DI RIBUTIONS SHOWN ABOVE ON LINES 15 THROUG 18 OF REV-1500 COVER SH ET, AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS U DER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNM~ I IJTAL DISTRIBUTIONS: 1. II TOTAL OF PART II - ENTER TOTA NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COVER SHEET. f 0 If mon: space is needed, use additional sheets of paper of the same size. ~15C~ l~S ~.ca2 ~ 3-~g~.~z ~ ~ ~~~ r /~~. II i ~~ ~ to ~ C~SSt;S~ w. /~. JIB , ~~w ~~~1 ~~~. ~ d I ..r M'Mt 4k y..3 ky'. 4 ++~~qy +~ ,~.yyam.,,.~. d ~f'~~.ri~.: ~~ w '~'~j7~ ~ i r~y~~rf n~. ~Y+~pt5Mh~ ,~r~ s~~.~r.. arrr .i~%i+~t ~~'~'<~YreY'f''~•~3" ',~.L..:%~-l!4!'~i ~ al~_r~,rTVf~r ~pp_ ~~,~1W~~ {I ~~ ~M •. •~ ,.. ~"L~ :'R~'~` " 1~?L ~ ~~ ~C~«~YGO.ORG ~x 26 i;; ~21?04' , :. ... ~ , . ' ~ni~IpwntFwt~Yrs~. As° 3 1~taa r ~rne rww ax qir at+~ ba !, w~a ~~~ °' ~oyh~~noel~~tt~Yi;,~~ou~~n~:~a~er~~. ~111,Ca~t-:"? FM' f ^^ TN~y ~ ~ ~ 4 tlltlS 1~. 711 1-I11V'pfQVi~'0~ ~I,I11! ~YYB ibW1~1~f+#iX'6iYibyKYb1! '}ar~f±a' tiNf'1MIMMY1LNrw itw'wtr~::~:..~•/a9tYei '~i4. _~. .~..a.. a-•.,. -.~.rr..... ~4!MePIM~.~yY~ yV~R~_~wyyg~~ 1,~./.wP~~Tyy9~~q/~Y:~'~V~I~yWJW~.~~~y N~W.I~i/ M~'nN~1VM ~YYV ~ Y4R ~~fN „~~,~~rT ~ + ~. M M ~ ~ ~ ~ ' ~ ~y~ y .~, ]y~~ y ~~~y ~ {~ y ~ r~l a ~M pi l l ~Y'~M/1wR ~~~ '. y ~~y ~~yy~wpro~a1 ' b' ~ U~fwi~5~ M~ J ~~~ y ~ ~ ~ j ~ :PM,MN 47F11{7{I_i ~Sr~ar~Y .. ,~Rf1~~ 1 W . • Y-. -i y. _...; 4 ~~ yS ' aVl'~A~-~ '-0 V o < r %Y . ; 4 n Q ) 1 q 4ry e ~, w~B Pass~aa~n. x.~ .: CAa~ceal Mo :. ' i~~ e by 4:30 p.m. pt nippy. ~'~,' LAST WILL AND TESTAMENT OF WILLIAM H. DODD I, WILLIAM H. DO D, of South Middleton Township (mailing address: 1571. Rockledge Drive, Carlisle, P 17015), Cumberland County, Pennsylvania, being of sound and disposing mind, rm~emory snd understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any tim~me heretofore made 1. I direct my h reinafter named Executors to pay all of my just debts and funeral expenses as soon my death as may be found convenient to do so. 2. I direct that inheritance, transfer, succession, estate. and death taxes, including interest and penal es thereon, which may be payable on account of my death shall be payable from the r sidue of my estate regardless of whether the assets upon which such taxes are based a included in my probate estate. 3. All of the re t, residue and remainder of my estate, real, personal and mixed, and wheresoever the ame may be simate, I give, devise and bequeath to my. wife, MARY ALICE DODD, her theirs and assigns to the exclusion of my children bom and unborn. Should my said wife all the rest, residue and remF the same may be situate, I gi (a) Forty (404'0) assigns, but should 6e fail to the shares of my other childr (b) Twenty (2C assigns, but should he fail their heirs and assigns, per (c) Twenty (20) heirs and assigns, but shoo survive me, their heirs and t per sdrpes. (d) Twenty (2Apercent thereof to my son DAVID R DODD, his heirs and assigns, but should he fail to survive me then the same shall lapse and. be added equally to the shares of my other chil n who shall survive me. 4. I hereby no Executors of this my Last STEPHEN M. DODD, BE\ direct that none of them performance of his or her d jurisdiction. ARY ALICE DODD fail to survive me, then in such event ier of my estate, real personal and mixed and wheresoever devise and bequeath as follows: to my son, WILLIAM H. DODD, JR, his heirs and me then the same shall lapse and be added equally to who shall survive me. percent to my son STEPHEN M. DODD, his heirs and survive me then to such of his issue as shall survive me, scent to my daughter BEVERLY L. DAUGHERTY, her she fail to survive me then to such of her issue as shall te, constitute and appoint my four children as Co- and Testament, they being WILLIM H. DODD JR, .Y L. DAUGHERTY, and DAVID R DODD: I further be required to post any bond to secure the faithful in the Commonwealth of Pennsylvania or in any other IN WTTNESS WH>~REOF, I have hereunto set my hand and seal to this my Last Will and Testament wntten n two (2) pages, this 3p~ day of January, 2009. i ``~ f v ~ (SEAL) ~. ~ II ',, PageloJ2 ~~ ZIo Z a8nd 'SaSSaII3[M BIIpsauB se SaII18II mo paquosgns o;¢¢a~aq ansq '~aq;o gala;o aaIIasa~d aq3 ut pas `3sanbai s~q 3e `aoIIasaid shy ¢~ `oqM 'aaIIasaid mo u~ 'lIIaun~say P~ If.AA iss"I siq io; pIIS se `pauisII anoge ioas~saZ aq~ QQOQ 'H Y~INITIIh1 ~9 P~I~P Pas `pagsi19¢d `Paleas 'pauBTg