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-.I REV-7 5OO ~ 1505610143
'{ OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO 80X.280601 INHERITANCE TAX RETURN 21 11 0 0 0 4 8
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
214 34 1802 12 06 2010 05 25 1932
Decedent's Last Name Suffix Decedent's First Name MI
HARR MARGARET A
(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 Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a. Future Interest Compromise
(date of death after 12-12-82) ^ 5. Federal Estate Tax Return Required
® g Decedent Died Testate
(Attach Copy of Will)
^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust) ~
- - 8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received ^ 1 p. Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95) ^ 11. Election to tax under Sec. 9113(A)
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JAMES M ROBINSON 717 245 9688
First line of address
129 SOUTH PITT STREET
Second line of address
City or Post Office
CARLISLE
State ZIP Code
PA 17013
Correspondent's a-mail address: j r o b i n s o n@ t u r o l a w. c o m
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.
SIGN/j RE OF PER`~S~{QN RESPONSIBL R FILING RETURN DATE
{ ~`~C~~~E ~1~~~.t~,,.:~.c U (' ~ Anita Louise Corica ~~ ,~7 ~ ~ ~ ~ ~ ~
514 Limestone Road, Carlisle, PA 17015
REGISTER OFyVILLS USE ONLY
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SIGNA URE OF PREPARER OTH THA PRESENTATIVE TE
James M Robinson,;Z ,~ ~ ~ v ~/
AD R S
1 South Pitt treet, Carlisle, PA 17013
Side 1
1505610143
1505610143
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1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: H A R R, M A R G A R E T A 214 3 4 1$ 0 2
RECAPITULATION
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 De osits & Miscellaneous Personal Pro e
p p rty (Schedule E) ................
5. 2 , 7 2 4 . 4 9
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7.
8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 2 , 7 2 4 . 4 9
9. Funeral Expenses 8 Administrative Costs (Schedule H} ......................................... 9. 1 3 , 0 4 0 . 2 $
10. Debts of Decedent, Mortgage Liabilities, ~ Liens (Schedule I) ................................ 10.
11. Total Deductions (total Lines 9 8 10) ...................................................................... 11 _ 1 3, 0 4 0. 2 8
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. - 1 0 , 315.7 9
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. - 1 0 , 315.7 9
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 15.
16. Amount of Line 14 taxable
at lineal rate X .045 -10 , 315.7 9 1s. - 4 6 4.21
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. - 4 6 4.21
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
L 1505610243 1505670243 J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21 - 11 - 00048
DEC DENT'S ME
Harr, Margaret A
STREET ADDRESS
517 Limestone Road
CITY
Carlisle STATE
PA ZIP
17015
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
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.
Total Credits (A + B)
(1) -464.21
1;2) 0.00
(3) 0.00
(4) 464.21
f5)
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 :.................................................................................. ^ ^x
b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^x
c. retain a reversionary interest; or .................................................................................................................. ^
d. receive the promise for life of either payments, benefits or care? ............................................................... ~ x^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ....................................................................................................................... ^ ^x
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... [] ~x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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For dates of death on or after Jul 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. §916 (a) (1.1) (i)].
For dates of death on or after Janua 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 sta~ute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of
assets and filing a tax reffurn 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 ears of age or younger at death to or for the u;se of a natural parent, an
adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (y.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)].
• 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 (si) (1.3)1. 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.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERRANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Harr, Margaret A FILE NUMBER
21 - 11 - 00048
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION DEATH
1 Members 1st Federal Credit Union -Checking Acct. No. 129653-11
Joint Account with Anita L. Corica and Mary A. Varner
Balance $3,232.20 x 1/3 Interest
2 Members 1st Federal Credit Union -Savings Acct. No. 129653-05
Joint Account with Anita L. Corica and Mary A. Varner
Balance $4941.28 x 1/3 Interest
1, 077.40
1,647.09
TOTAL (Also enter on Line 5, Recapitulation) ~ 2,724.49
SCI-~DULE H
FIJI~J?AL EXP~VSES &
COMMONWEALTH OF PENNSYLVANIA 'c p/~ * /~ ~/'~`~
INHERITANCE TAX RETURN ~~Nh7TI~1T 1 Y G V~J~7 1 J
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF Harr, Margaret A 21 - 11 - ()0048
_ Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Ronan Funeral Home 12,113.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Turo Robinson Attorneys at Law 500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
5.
6.
7.
1
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Recorder of Deeds
Cumberland Law Journal
The Sentinel
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
143.50
75.00
208.78
TOTAL (Also enter on line 9, Recapitulation) 13,040.28
I, Margaret Almeria Harr, of Carlisle, South Middleton Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and understanding,
do make, publish and declare this to be my Last Will and Testament, hereby revoking
and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my
just debts, funeral expenses and expenses involved or connected with the
administration of my estate as soon after my death as is reasonably possible. However,
my personal representative need not accelerate and pay those unmatured obligations
which, in his, her or its opinion, it might be proper and more advantageous to retain or
renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my death, I authorize my personal representative, in his, her or its
sole discretion, to purchase a burial plot and to erect a suitable marker at my grave, and
to expend sums from my estate for this purpose.
SECOND
I give and bequeath any Certificates of Deposits owned by me at the time of my
death to my children Mary Anne Varner, Anita Louise Corica and Kevin Roy Harr,
per capita, in equal shares, share and share alike, providing they survive me by sixty
(60) days.
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THIRD
I give, devise and bequeath the rest, residue and remainder of my estate
whatsoever situated, in equal shares, share and share alike to my beloved children,
Mary Anne Varner, Anita Louise Corica, and Kevin Roy Harr provided that they
survive my by sixty (60) days, per stirpes.
FOURTH
If, at the time of my death, any beneficiary of this my Last Will and Testament is
under the age of 25 years or is, in the judgment of my personal representative, mentally
disabled, I give, devise and bequeath said beneficiary's share to my Trustee, PNC
Bank, of Carlisle, Cumberland County, Pennsylvania, in Trust for said beneficiary, in
accordance with the paragraphs below.
FIFTH
During the terms of any trust created pursuant to this Will the Trustee is
authorized to expend and apply so much of the net income and principal of each such
Trust as the Trustee shall consider advisable for the health, maintenance, support and
education (including college education, undergraduate and graduate} of each such
beneficiary until he or she attains 25 years of age, or until all such amounts are paid out
of the Trust. When the beneficiary attains the age of 25 years or is in the judgment of
my Trustee mentally sound, whichever occurs later, the Trust shall terminate and the
remainder thereof shall be paid to said beneficiary. If said beneficiary shall die before
the termination of said Trust, the Trust shall terminate and the remainder thereof shall
be paid in accordance with the paragraph above. I direct that no Trustee sha!! be
required to give or post bond for the faithful performance of the Trustee's duties in this
or any other jurisdiction.
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SIXTH
My executrix and trustee are authorized and empowered to exercise from time to
time in his, her or its sole discretion and without prior authority from any Court, in
respect of any property forming part of any trust hereby created or otherwise in its
possession hereunder all powers conferred by law upon trustees or executors and the
testator intends that such powers be construed in the broadest possible manner.
SEVENTH
i nominate, constitute and appoint my beloved daughter, Anita Louise Corica, of
Carlisle, Cumberland County, Pennsylvania, Executrix of this my Last Will and
Testament. in the event Anita Louise Corica is deceased, unable or unwilling to serve
or shall cease to serve for any reason whatsoever, then I nominate, constitute and
appoint my beloved daughter, Mary Anne Varner, of Carlisle, Cumberland County,
Pennsylvania, to serve instead. In the event Mary Anne Varner is deceased, unable or
unwilling to serve or shall cease to serve for any reason whatsoever, then !nominate,
constitute and appoint my beloved son, Kevin Roy Harr, as personal representative of
this my Last Will and Testament. I direct that my personal representative shall not be
required to give or post bond for the faithful performance of his, her or its duties in this
or any other jurisdiction.
EIGHTH
I hereby declare it to be my expressed desire that my personal representative
employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advise and
assistance regarding this my Last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters that may arise at the
probate of this instrument, the administration of my estate, and the execution of the
powers herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and
Testament this :'l~~l day of ~'~Q~'.~.~ , 2002.
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Wi' ess
Wit c
arg et Almeda Harr
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
SS
COUNTY OF CUMBERLAND
I, Margaret Aimeda Harr, the Testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to the law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and 'T'estament;
that l signed it willingly, and that I signed it as my free and voluntary act for the
purposes therein expressed.
~~G'V~~
arg ret Aimeda Harr
Sworn or affirmed and acknowledged before me by Margaret Almada Harr, the
Testatrix, this l C ~ day of i~A ~.,~ , 2002.
Public ~~.
Notarial Seal
Iames Robinson. Notary Public
Carlisle oro, Cumberland County
My Commission Expires 3une 6, ?005
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
W e, ~ ~-~ (~ LQ e I_~' R../~ ~/~-~, and -~ ~' L~~ the witnesses
whose names are attached to the foregoing document, being duly qualified according to
the law, do depose and say that we were present and saw Testatrix sign and execute
the instrument as her Last Will and Testament; that she signed willingly and that she
executed it as her free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix signed the Last Will and
Testament as witnesses and that to the best of our knowledge the Testatrix was at the
time 18 or more years of age, of sound mind and under no constraint or undue
influence.
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Sworn or affirmed and subscribed before me by--.Jo~c..r~,.~ ~~^~ ~~~~ and
~c~ ~c~ this 1 ~ 'i ~ day of /~2.~N , 2002.
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Nota ublic
re,.~a....®...o
Notarial Seal
James 1 Robinson, Notary Public
Carlisle Boro, Cumberland County
My Commission lrxpires June 6, ZOOS