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Home My WebLink About11-03-10""~ REV-1500 Ex (o,-,D> PA Department of Revenue Pennsylvania Bureau of Individual Taxes of?ARTMENt OF REVENUE PO 80X.280601 INH Harrisburg, PA 17128-0601 F OFFICIAL USE ONLY County Code Year File Number ANCE TAX RETURN 21 10 ~ ~ ~' S )ENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 205 36 8525 09 16 2010 03 23 1945 Decedent's Last Name Suffix Decedent's First Name MI WILLIS WILLIAM K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI WILLIS MIP?A K Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) ^ X^ 8 Decedent Died Testate ~ Decede t Main ned a Living Trust (Attach Copy of will) ^ (Attach ~opy of~rust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit{date ~f death ^ 11.Election to tax under Sec. 9113(A) between 12-31 91 and -1-95 (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number JERRY A WEIGLE ESQUIRE 717 532 7388 First line of address 126 EAST KING STREET Second line of address City or Post Office State ZIP Code SHIPPENSBURG PA 17257 Correspondent's a-mail address: REGISTER ~1Q(~LLS US~NLY i=- ~'~~ O ~, ,.C ~ ~ _a ~ ~ W .~ C%) ~ ~ - O ~ D FILED ~' ~ , •..E ~:"7 ~~ C'~ rn 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 corn ete. Decla Gon of preparer other than the personal representative is based on all information of which preparer has any knowledge. S GNATURE OF PERSO E ONSI E OR FILING RETURN DA Mima J. Willis ~ --~ --~~ ADDRES 1267 Ritner Hi hwa Shi ensb PA 7257 SIGNAT E F PREPARER OTH THAN REP ESENT IV DATE ~ Jerry A. Weigle Esquire ~.- ._ ADDRESS 126 East King Street, Shippensburg, 17257 1505610143 Side 1 L 1505610143 1505610143 J 1505610243 REV-1500 EX Decedent's Name: Wi11ts~ Wiiiiam K. Decedent's Social Security Number RECAPITULATION 205 36 8525 1 . Real Estate (Schedule A) ...................... ............................. .................................... 1. 2. Stocks and Bonds (Schedule B) .............................................................. ............... 2. 3. Closely Held Corporation, Partnership orSole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ... ..................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. 0 . 0 0 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested 7. ............ Inter-Vivos Transfers & Miscellaneous I~oq Probate Property (Schedule G) 6. u Separate Billing Requested............ 7. 8. Total Gross Assets (total Lines 1-7) .......... ........................................................... s. 0.00 9. Funeral Expenses & Administrative Costs (Schedule H) ............... ........................ 9. 10 , 132.2 0 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........ ......... .......... ... 10. 11. Total Deductions (total Lines 9 & 10) ............................................. ... 10 13 2 2 0 ................ ... 11 , . 12. Net Yalue of Estate (Line 8 minus Line 11) ........................... ......... .................... .. 12 -10 13 2 . 2 0 r 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. -10 13 2 . 2 0 i 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 .00 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0. 0 0 16. 0 0 0 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. 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10 DECEDENT'S NAME Willis, William K. STREET ADDRESS 1267 Ritner Hiahwav CITY Shippensburg STATE ZIP PA 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 0.00 2. Credits/Payments -__ __ _._ _ _ _ A. Prior Payments B. Discount 0.00 Total Credits (A + g) (2) 0.00 3. Interest (3) 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 (4) 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 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 :................................ rl .... ........................................... b. retain the right to designate who shall use the property transferred or its income :.................................. ~, z c. retain a reversionary interest; or ............................ ~' 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? .................................................................................................................... ^ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............... ^ ^ ....................................... ............................ E ANSWER TO ANY OF 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 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 January 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. §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 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 lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. siblingXS definedounder Sectiont9102 as anrindividua~who has at least one patlent in aolmmon withthe deceden whether by li ood] or adoption. Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Willis, William K. 21-10 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. t.. ~ ~~~~~ ~Na~C s neeuea, aaamonal pages or the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+(10-06) SCHEDULE H COMINQNESI~ NCHEO~EDEN~R"ANIA FUNERAL EXPENSES & '~~ T T ADMINISTRATIVE COSTS ESTATE OF Willis, William K. Debts of decedent must be reported on Schedule I. ITEM N MB R DESCRIPTION A. FUNERAL EXPENSES: See continuation schedule(s) attached FILE NUMBER 21-10 AMOUNT 10, 017.20 B• ADMINISTRATIVE COSTS: 1 • Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s) Commission paid 2. Attorney's Fees Weigle ~ Associates, P.C. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. ~ Probate Fees 5• Accountant's Fees 6. Tax Return Preparer's Fees 100.00 ~• Other Administrative Costs See continuation schedule(s) attached 15.00 TOTAL (Also enter on line 9, Recapitulation) 10,132.20 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCI~IEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued CQTwTr ... Willis, William K. FILE NUMBER 7A AA ITEM NUMBER Funeral xn nca 1 Fogelsanger-Bricker Funeral Home DESCRIPTION AMOUNT 10,017.20 H-A Other Ad~~ative ~octc 2 Register of Wills, Cumberland County -filing Insolvent PA Inheritance Tax Return H-B7 Copyright (c) 2002 form software only The Lackner Group, Inc. 10,017.20 15.00 15.00 Form PA-1500 Schedule H (Rev. 6-98) REV-b513 EX+(11-08) COMMONEEWRR gqLTHF,qq~~PENEE YLVANIA S~HEDULE J IN RESIIDEN~DECEDEN~RN BENEFICIARIES ESTATE OF Wlllis, William K. FILE NUMBER NUMBER NAME AND ADDRESS OF RELATIONSHIP TO 21'~ 0 PERSON(S) RECEIVING PROPERTY DECEDENT TAXABLE DISTRIBUTIONS [include outright spousal SHARE OF ESTATE AMOUNT OF ESTATE I. Do of is ste (Words) ($$$) distributions, and transfers under Sec, 9116(aV1 911 NOT RELEVANT AS ESTATE IS INSOL -• ~•~~ ~~~~d~ amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 o~easheet, as a I II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~ v iHt. vF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA_1500 Schedule J (Rev. 11-Og) LAST SILL AND TESTAMENT I, WII..LIAM K. WILLIS, presently residing at 1267 Rimer Highway, Shippensburg, Southampton Township, Cumberland County, Pennsylvania 17257 being of sound mind, memory and disposition; do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all Wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as maybe convenient after my decease. SECOND. I give and. bequeath those items of tangible personal property listed on a certain one page typed list dated March 24, 2010 entitled "Personal Property List for Last Will and Testament of WILLIAIYI K WILLIS, Testator, signed by me, attached to this my Last Will and Testament and incorporated herein by reference thereto, to those persons named on said list. ~~_ I give; devise and bequeath all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved wife, MIMA J, WILLIS, provided that she survive my by a period of sixty (60) days. FO_ In the event that the said MIMA ,T. WILLIS should predecease me or is not living on the 60~' day following my death, I then give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate to my children, namely, AI;ONDA E. HARTFORD and ALISHA K. RICCIONE, or the survivor thereof in equal shares, on a per stirpes distribution basis. FIFTH. I nominate, constitute and appoint my wife, NIIMA K. VVILLIS, to be the Executrix of this my Last Will -and Testament. In the event that she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint ALONDA E. HARTFORD and ALISHA RICCIONE to be the Co-Executrices of this my Last Will and Testament. SIXTH. I direct that my personal representative(s) shall not be required to- post bond for the faithful performance of their duties in any jurisdiction. SEVENTH. I direct that any and all death taxes which become due and payable upon my death be paid out of the rest and residue of my estate. ~-, /~+ ~ , `~ ~P~ (SEAL) WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 726 EAST KING STREET - SHIPPENSBURG. PA y7257_y397 IN WITNESS WHEREOF, I, WILLIAM K. WILLIS, have hereunto set my hand and seal to this my Last Will and Testament, written on one (1) page, the first page signed for identification only, this ~ ~ day of _ `~'17~~~~.li 2010. ~`~"~ ~ (SEAL) This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. WEIGLE & ASSOCIATES, P. C. - ATTORNEYS~AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWE~,~ OF PENNSyI,~rANIA COUNTY OF CUMBERI,A~ SS I, WILLIAM K ~'VILLIS, the person whose name is signed to the foregoin ins been duly qualified according to law, do hereby acknowledge that I signed anbdri~ment' having mstrument as my Last Will; that I signed it willingly; and that I signed it as my free and voled the act for the purposes therein expressed. untary WII.,LIAM K WILLIS I Sworn or affirmed to and acknowledged before me by WILLIAM K ~,ILLI ,the Testator, thisl~day of 2010. C01NM0#WEAiT p.~ PENNSYLVA#IA tJflTAR1:Ai. SEAL -.IiafrY A• Wsiple, Kibtary Pubtie City of Shippenaburp, Cumberland County ~ Con~missior- Expiies October 07, 2010 WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - iZ6 EAST KING STREET - SHIPPENSBURG, PA Y7257- 7397 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS and 01Cc~.rvLG~ `(: ~ Q. Y---I-g the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw WILLIAM K WILLIS, the Testator, sign and execute the instrument as his Last Will; that he .signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. itnesses, this 2 may of ,~~~'t/ 2010. r COMMONWEAt7ii Of PENNSYLVANIA NQTAR1Al SEAT, ', decry A. Weigle, Notary Public CifY tsf S•fiippengburg, Cumbert+nd County ~y Coinrttission Expires October 07, 2010 WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-Y397 Swom or affirmed to and subscribed before me .PERSONAL PROPERTY MEMO ACCOMPANY LAST WILL AND TEST ~~~ TO AMENT OF WR,L,~M K ~'rLLIS As provided in ITEM SEGO the following listed ro ~ °f mY Last WiII and Testament I hereb P Ply shall go to the persons whose names are desi y designate that grated hereon. ITEM NAME Dresser with Separate Gold Minor f~ ' Rattan Baby Buggy Alonda E. Hartford Guy's Porcelain Doll ~OIlda E• Hartford Rose Pattern China ~ Alonda E. Hartford ~~ Alonda E. Hartford / ~ Dresser with attached mirror Corner Cupboard - Alisha K. Riccione White with Silver trimmed Alisha K. Riccione t~/J Cradle. Chzna Alisha K. - Riccione `;~ Alisha K. Riccione v Wooden Rocker (her baby rocker) Brooke E. Varner* Wooden Travel Chest ~~Yn T. Riccione* _ Equal Division of Mugs collected by William K. Willis Tyler W. Hartford and* Jacob F. Hartford* * Bequests to any of the above n shall be held b arced benef curies who are X18) Y the minor child's patent or under the age of ei to parents until said minor reaches th e ag oHeight en DATED: ~ n I SIGNED: ,~~~ ~ ~'LIA11? K. WILLIS ~ WEIGLE & g550CIATES, RC, - q-I-TORNEyS qT t_AW - T26 ISgST LNG STREET - SHIPPENSBU RG, PA 17257-7397