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HomeMy WebLinkAbout06-16-10#~ a~ 1505607121 ^ ~~~'"~ ~~O ~ (06-05) OFF~W. USE ONLY Pub ~~ County Code Year FNe Nurr~er PO fox 280601 ~ INHERITA~IGE TAX RETURN ``~~ PA 17128-060"1 REtflENT DECEDENT ~ ~ 1 U ENTER DECEDENT` I tI~RMATION BEC.OW Social Security Numlbbr Date of Death Date of Birth 1 7 2 2 6' 9 7 0 9 1 2 1 0 2 0 0 9 1 2 4 9 1 9 3 2 Decedent's Last Namme Suffix Decedent's First Name MI R E E S E E V E L Y N E (K Applicabie) Enllerl8urviving Spouse's Information Below Spouse's Last Name' Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPR'OPRIAT'E OVALS BELOW THIS RETURN MUST BE FILE© IN DUPLICATE WITH THE REGISTER C'~~ ~tLLS ® 1.Original Retlum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Fec~rai Estate Tax Return Required death after 12-12-82) ~ ® 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attadt Cop~- of 11Hiil) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty CredB (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT I- THE SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number H A NT H O N Y A DAMS 7 1 7 5 3 2 3~~', 7 0 Firm Name (If Applic8ble) ~' RL=t318TER USE Y .r First line of address 4 9 WEST ORANGE STREET Second line of addre:~s S U I T E 3 City or Post Office State ZIP Code ~ SHI PP'ENSBURG PA 1 72 57 ~, -- ~ ~ CT ~~ ~ a~°ic ~~ DATE FILED t~J ~~~ ~~? ~:~ ~` E~~ ~~ ,° ~~ ~~ ,' ~? .~ rrespo ,aril address: ht~Idafnslaw~embat~imaiLcOm o ndenYs e-m _ _. _ _~-+1~~~ _-I ~ I 1 ~~I~ I Undef Of perjury, I I lame esarNned ~ reium, inCllKlklg ~ 3CItedUles and statements, and to the best of ~ knowledge and belief, ~ is true and of prapar+er olh~ them the personal rept+esentafive is based on as infoalrialion of which pneparer has any knowledge. SIQNWA- ~ _ NSIBLE FOR FILING RETURN DATE GUS ~~ ,~ ~ _ IVE PL E USE ORIGI AL FORM ONLY Bide 1 DATE L 15p5607121 1505607121 ~~ J~ REId-1500 EX Pale 3 Decedent's Comple~s A+~dress: File Number 21 10 0051 DECEDENTS NAti~ EVELYN E. REESE STREET ADDRESS 129 WALNUT BOTTOM ROAD CITY SHIPPENSBURG STATE PA ZIP 17257 Tax Payments and ~r~edits: ~ • Tax Due (Page 2 L'me 19) 2. CreditslPayrnents A. Spouse Poverty Credit B. Prior Payments C. Discount 3. InteresUPenaity if applicable D. Interest E. Penalty 4. ff Line 2 is greater than Lire 1 + Line 3, enter the dilTerence. This is the OVERPAYMENT. FiN in oval om Pspe 2, Une 20 to request a refund. 5. If Line 1 + Line 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the ta~c due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (1) 1,93.13 Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) (3) 0.00 (4) 0.00 (5) 1,93.13 (~) (56) 1,93.13 Make Check Payable to: REGISTER QF N~l.LS~ AGENT PLEASE ANSWER THE FOLLO~VUING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain thd use or income ~ the property transferred : ...................................................................... ^ b. ret~n thd right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life ~ either payments, benefits or care? ....................................................... ^ 2. If death oca-rred after December 12,1982, did decedent transfer property within one year of death without reoe~ng adequate c~nsi!deration? ........................................................................................ ^ 3. Did deceder>It own an 'intrust for" or payable upon death bank acxount or security at his or her death? ......... ^ 4. Did decedent awn ~ Individual Retirement Acco<rnt, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ^ IF THE ANSWER TO ANY Of l 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 (~) (1.1) (i)). For dates of death on a after Jartua~y 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)]. Tl~ statute does not exempt a tr~sfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applic~ie even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: Tire tax rate imposed on the net value of transfers from a deed childtwenty-one years of age or younger at oath to a for the use of a natural parent, an adoptive part, or a steQparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries 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 rye imposed on the rret value of tr~sfers to or for the use of the decedents siblings is twelve (12) percent (72 P.S. §9116(a}(1.3)]. Asibling is defined, under Section 9102, as an individual who hiss at least are part in common with the decedent, whether' by good or adoption. 1505607221 REV-1500 EX Decedent's Social Security Number E~IELYN E. REESE 1 7 2 2 6 9 7 0 9 RECAPITULATION 1. Rent estate (Schedule A) ........................................ 1. 2. stocks and Bomds (Sc~eduie B) .................................. 2. 3 1 1 3. 2 8 3. Glossy Held C©rporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages 8 Nbtes Receivable (Schedule D) ........................ 4. • 2 8 g 8 8 S 7 5. Cash, Bank Deposits S Miscellaneous Personal Property (Schedule E) ....... 5. ' 6. Jointy ONmed Property (Schedule F) Q Separate Billing Requested ....... 6• 7. Inter Vivos Trarisiers 8 Miscellaneous -Probate Property t d Billi R ~ 7 • e ng eques Separate (Schedule G) ....... . 8. Total Gross Ass~Ns (teal Lines 1-~ ........................... s. 3 2 1 0 1 8 5 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......... ....... 9• 3 1 1 0. 5 0 2 5 5 1 2 10. Debts of Dececleent, Mortgage Liabilities, s~ Liens (Schedule I) ..... ....... 10. . 11. Total Deductloms (total Lines 9 & 10) .................... ....... 11. 3 3 6 5. 6 2 12. Net Vaiu~e of Es#ata (Line 8 minus Line 11) .................. ....... 12• 2 8 7 3 6 , 2 3 13. Chartti~le and ~ovemmerrtal Bequests/Sec 9113 Trusts for which an election to tabs has not been made (Schedule J) ........... ....... 13. • z 8 7 3 6 2 3 14. Nst Value Suib~ct to Tax (Line 12 minus Line 13) .................. 14. • TAX COMPUTATIOW -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 2 8 7 3 6 2 3 1 2 9 3. 1 3 . at lineal rate X .045 16. 17. Amount of Line 14 taxable ~ • 0 0 17 ~ • ~ 0 at sibling rate X .12 . 18. Amount of Line h4 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 1 2 9 3.1 3 Side 2 1505607221 1505607221 R6V-1503 EX ~ (8-98) SCH~~L~ B COMMONWEALTH OF PENNSYLVANIA STACKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF __ FEE NWY~ER EVELYN E. REESE 21 10 0051 Ag ProP~!- joMty~o~wnsd with right of suryhrotsldp must be cMsttosed on She F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ORRSTOVI~IN FINANCIAL SERVICES 3,'113.28 138 SHARDS COMMN AT 22.56 ' TOTAL (Also meter on one 2, ReCapitula~ort) ~ _ 113.28 (If mau+e space is needed, kaert adcNtlonal sheep of the sauna sine) REV-1508 Ek+ (6-98) ~~~~~ CONNIAOMWEAITH OF PENMSYWANIA CASH, BANK DEP051T~, & ~ill~C. ~" RES NTE E Ems" PERSONAL PROPERTY ESTATE OF FILE NUMBER EVELYN E. REESE 21 10 0051 Include the of litigatbn and the dais the proceeds were ~ the eai~e. AN rrkh M of stew mwet bd- d on Sched~ F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. SODEXO (401 K) 1, 0.05 2. ORRSTO'1NVN BANK 27,#28.52 CHECKIN~# 101378661 TOTAL (Also eater on Ilse 5, Regpitulabon_ 28, 9~8 57 (I# more >s needed, pert adder aheela afi the same Sze) ^ RSV-1511 Ek'+ (10-06) ~~~~~~ Cot+iM1AONWEALTH OF PENNSYLVANIA FUNE~tAL EXPENSES $~ INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER EVELYN E. REESE 21 10 0051 Deice of decedent must be r~ottsd on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL E~CPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Persons R~apresentati~e's Commissions Nahte of Personal Representative (s) fir' ~ ~.5 °~ stroetAddress 1 ~ ~~~ ~cy,~ C~,X~_..~ ~~ stage ~_ zip I ~ a oa Year(s) Commission Paid: 2, AtOomey Fees 3. Fam~y Exerr~tlon: (~ deceaenrs address is not ~ same as daimanrs, attach explanation) Cla&nant Street Address City State _ Zip Relationship of Claimant b Decedent 4• ProbateFses REGISTER OF WILLS 5. Accountants Fees 6. Tax Retum Plepar+~'s Fees 7. 1,600.00 1, 350.00 160.50 TOTAL (Also enter on line 9, Rec;apitulatron) 15 3,110 50 (if more space fe needed, insert addiElonal sheets of the same size) REV 1512 EX + (12-03) coluwloNwEALTH of PENNSYLVANIA INHERITANCE TAX RETURN ~~~~~~~~ DEBTS Of DECEDENT, MORTGAGE LIABILITIES, ~ LIENS ESTATE OF _ FILE NUM~R EVELYN E. REESE 21 10 0051 Repot debt incun+sid ~ the decrdent prior do death which romained unpaid as of the date of death, ir~iuding uarehnbwead medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. (ALERT PH)iRMACY SERVICES ~ 201.30 2. FRANKLIN COUNTY HEART CENTER 14.03 3. SUMMIT PHYSICIAN SERVICES 39.79 TOTAL (Also en~ar on line 10, Recapitulation) I S 255 1 (If more space is needed, k~sert additional sheets of the same size) REY-1513 EX +(9-00) SCHEDULE J COMMONWEALTH OF PENNSYi.VANw BENEFICIAFt~ES INHERITANCE TAX RET~JRN RESIDENT OECEDE ESTATE OF FILE EVELYN E. REESE cr -tu w~ ~ RElATIdNSHtP TO DECEDENT AMOUNT OR RE NUMBER NAME ANCJ ADDRESS OF PERSON(S) RECEIVING PROPERTY Do D~ Lbt Tru>r) OF ESTATE I. TAXABLE DISTRiB IONS lix~,de ht ~po~ dist~utlons, and transfers under Sec. 9116 (a (1. )~ j 1. RODGER L. RIEESE Lineal 17 WOODLAND WAY 25% CHAMBERSS~JRG, PA 17200 2. OLIVER SCOI`T REESE Lineal 15012 CUMBERLAND HIGHWAY 25% ORRSTOWN, 'PA 17244 3. NANCY E. GO'SHORN Lineal 8906 MOWERSVILLE ROAD 25% NEWBURG, PIA 17240 4. PATRICIA A. WFNSKI Lineal 5448 STRASBURG ROAD 25°~ GAP, PA 1752 ENTER DOW0.R NTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SI~IEE,T Ij, N~1-TAXABLE DIS ~ BUT`ICN~tS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET s (If more space is needed, insert additional sly ~ the same size) LAST WILL AND TESTAMENT OF EVELYN E. REESE I, Evelyn E. Reese of 10389 Newburg Road, Orrstawn, Franklin County, Pennsylvania, tieing of sound and disposing mind, memory, and understanding, do hereby declare this as and for my last will and testament hereby revoking all wills and codicils previously made by me. FIRST I direct the payment of my debts and expenses of my last illness and funeral .from my estate as soar after my death as c°canveniently may be done. I authorize my gersonal representative to expend .funds from my estate, in such ~m~ount. as he considers necessary and desirable, for the purchase, erection, anal inscription of a suitable marker for my grave. SECOND I give, devise and bequeath all the rest, residue and remainder of my estate unto such of my children as shall survive me by thirty X30) da~~, per sti.rpes. THIRD Z.J ~J I direct that. any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing. under my will or .otherwise, shall be paid out of the principal of my residuary estate. FOURTH In addition to the powers conferred by law, I authc-rize my personal representative, in h:is absolute discretion: A. To retain in the form received, and to self.. either at. public solo or private sale any real or personal property. B. To manage real estate. C. Ta invest and reinvest in all forms of property without being confined to Legal investments, and without regard to the principle Uf d.iversificat.ion. D. To exercise any option ar rights arising from ownership of ixrvet,tments . E. To compromise claims without court approval, and without the consent of any beneficiary FIFTH I appoint Commonwealth Mati.onal Sank, with a braxach office ire Shipperasburg, Fennsylvaraia, guardian of any property, including, but not limifi.ed to all proceeds of insurance on my life, which passes to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. In addition to the power: given by law, I authorize the guardian (a) to use such amounts of bath income and principal as it in its. sole discretion, deems proper for the support, ,education and welfare of such minor without leave of any court, and (b) to 'invest in any property without restriction to legal investments. The guardian shall not be required to give bond or furnish sureties in any jurisdiction. I hereby direct that. the guardian shall hold the funds far any minor ar any other. beneficiary under the age of twenty--one years until such minor ar beneficiary attains the age of twenty-one years, and that all beques~.s to a ~ninar, or all funds passing tv a minor,under this last will and testament, or any beneficiary under twenty-one shall tae held. by the guardian until the said minor ar beneficiary attains the age c-f twenty-one (2l) years. SIXTH Any and all payment or payments of any sum or sums, whether in cash ar in kind and whether for principal or income, payable to any' beneficiary, shall be :made upare the sole receipt of the respective beneficiary to wY~»om the payment is made and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SEVENTH I nominate, constitute, and appoint my son, Rodger Lee Reese, as xecutar of this my last will and testament. In .the event. of the enunciation, death, resignation, or inability to act far any reason hatsoever of my said son, I nominate, constitute and appoint Nancy E. oshvrn, Patricia A. Reese, and Oliver Scott Reese, my daughters and son, r the survivor of them, as Executrix and Executor of this my last .will,. and estament.. I hereby relieve my personal representative from the neces~xity ~i 4 of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act insofar as T am able by law to do so. IN WITNESS TaHEREOF, I have hereunto set my and and eal to this m.y last will and testament, this day of ~(~ -' , 19E5. :AL ) Evelyn E. ese 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, in her sight and presence, and in the sight and presence of each other,, have hereunto subscribed our names as witnesses. J ~ ~ residing at ~ residing at COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF FRANKLIN We Evel n E. Reese %eW~ ~ ~~ ~y~~~ x and Y , C...~C~~t~e~.... , ,L, _ the testatrix: and the witnesses respect ely, whose names are signed to the attached or foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned authority that we were present and saw the testatr:~x sign acid execute the instrument as her will, ar.~d that. she had signed willingly (ar willingly directed another to sign for ;ier), and that she executed it as her free and voluntary act fog- the. purposes therein expressed, and that each of the witnesses, in the presence artid hearing of the test.atri.x was at that time eighteen years of age or alder, caf sound ~ . mind and under no constraint or undue influence; and I, the said testatrix, do hereby acknowledge that I signed and executed the instrument as my Iast~ will, that I signed_it willingly, and that I signed it as my free and voluntary act for the. purposes therein expressed.. Sworn and subscribe t.o before me this ~'`~ day of ].985. Notar Public My commission expires April 3, 1989. ,~,. , 1 maintain my o#Fice in the i3orough y- of Chambersburg, Franklin County, PA 1 I