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Home My WebLink About03-01-11 (2)I 1505610140 REV-1500 ~ (01-10) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 28oso1 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 ~. 0 0 2 51 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW 1 3 2 2 4 7 8 6 0 0 1 2 1 2 0 1 1 0 7 1 5 1 9 3 2 Decedent's Last Name Suffix Decedent's First Name MI H A L L I D A Y J R W I L L I S W (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI H A L L I D A Y R U T H M Spouse's Social Security Number 5 0 9 5 2 0 7 7 5 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate QX 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) State ZIP Code CORRESPONDENT - T1115 SECTION MUST BE COMPLETED. ALL GORRESPONDEIVG~ AND GtJIVFIUEIV t IAL I AJS; INtUtiMA I IUN SIIUULU tit UIHt:G I t:U 1 U: Name Daytime Telephone Number C H R I S T O P H E R E R I C E 7 1 7 2 ~4 3 3 ~~' 4 1 -..~ First line of address M A R T S O N L A W O F F I C E S Second line of address 1 0 E H I G H S T City or Post Office C A R L I S L E 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) ,~ __ . REGISTER ~iF;Vlfgly.LS USE ON:L`;Y ..~ ._ <i .~...~ : ~'~ .~1 -- ~-~ ~_ - -4~ ~ f iz ._; ., ._~ ~:_~. DATE FILED ,~, ,:~ ~ ` '-Y t_._ _.i ~.,~ • . _.,~ -_ ~=• :~ =~, ~~ -: z P A 1 7 0 1 3 Correspondent's a-mail address: CRICE(a~MARTSONLAW.COM Under penalties of pery'ury, I declare that 1 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. ~IG~URE O~ RSOlN1RESP~O~ IBL~ OR FILING RETURN DATE 1018 HARRIET STREET CARLISLE PA 17013 IGNU~" E OF PREPARER OT ER THAN REPRESENTATIVE DATE ~- ADDRESS 10 E Hiah St Carlisle PA 17013 PLEASE USE ORIGINAL FORM ONLY L 1505610140 Side 1 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: WILLIS W• HALLIDAY ~ JR 1 3 2 2 4 7 8 6 0 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. • 2. Stocks and Bonds (Schedule B) ...................................... 2. 5 5 1 9. 7 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. • 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. • 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property (Schedule G) ~ Se r te Billi R d t 7 pa a ng eques ....... e . 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 5 5 1 9 . 7 0 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 4 1 0 ~ • 5 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. • 11. Total Deductions (total Lines 9 and 10) ............................... 11. 4 1 0 ~ . 5 0 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 1 4 1 2 . 2 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. 1 4 1 2 . 2 0 TAX CALCULATION -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.oo 1 4 1 2. 2 O 15. 16. Amount of Line 14 taxable at lineal rate X •0 0 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 1 g. 19. TAX DUE ...................... ....................... .. ..... ..19. 20. FILL IN THE OVAL lF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610240 1505610240 0. 0 0 0. 0 0 0. 0 0 0. 0 0 o. 0 0 a J REV-1500 EX Page 3 Decedent's Complete Address: Fife Number 21 11 00251 DECEDENT'S NAME WILLIS W. HALLIDAY, JR STREET ADDRESS 1018 HARRIET STREET CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: ~'~ Tax Due (Page 2, Line 19) 2. CreditslPayments 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. Fill in oval 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. (1) Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 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; ............................... ^ Q c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ Q 3. Did decedent own an `in trust for" orpayable-upon-death bank account or security at his or her death? ......... ^ 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 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 i; 3 percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 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)]. • 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(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE 6 COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIS W. HALLIDAY, JR 21 11 00251 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 90 shares, common, Prudential Financial (cusip 744320102) 5,519.70 TOTAL (Also enter on line 2, Recapitulation) ~ $ 5 519.70 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER WILLIS W. HALLIDAY, JR 21 11 00251 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT- A. FUNERAL EXPENSES: 1. B. 1 2. 3. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name{s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: Attorney Fees: Martson Law Offices Family Exemption: (If decedents address is not the same as claimants, attach explanation.) Claimant RUTH M. HALLIDAY 500.00 3,500.00 Street Address 1018 HARRIET STREET City CARLISLE State PA ZIP 17013 Relationship of Claimant to Decedent SPOUSE 4• Probate Fees: Register of Wills of Cumberland County 92.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. REGISTER OF WILLS, FILING FEE, INHERITANCE TAX RETURN 15.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 4,107 50 If more space is needed, use additional sheets of paper of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: WILLIS W. HALLIDAY JR 21 11 00251 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Da Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. RUTH M. HALLIDAY Spousal 1,412.20 1018 HARRIET STREET CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. jj. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. I $ If more space is needed, use additional sheets of paper of the same size. b ~ ~ ,~t ;,- ~. LAST WILL AND TESTAMENT OF WILLIS W. HALLIDAY, JR. I, WILLIS W. HALLIDAY, JR. , a resident of Carlisle, Pennsylvania, being of sound and disposing mind and memory, do hereby ~.nake, publish and declare this instrument to be my LAST WILL AND TESTAMENT. FIRST. I hereby revoke any and all wills and codicils by me heretofore made. SECOND. I direct that all my just debts and funeral expenses be paid as soon as conveniently can be done after my death. THIRD. I give, devise and bequeath all my estate and property, including all property of which I shall die seized and possessed, all property to which my estate shall be otherwise entitled at the time of my death, and all property over which I shall have power of appointment, of whatsoever kind or nature and whereso- ever situated, be it real, personal or mixed, absolutely and forever, to my wife, RUTH M. HALLIDAY, if she survives me. FOURTH. In the event my wife, RUTH M. HALLIDAY, predeceases me, I give, devise and bequeath all my estate and property, in equal shares, absolutely and forever, to my children, ALAN HALLIDAY, 10X8 Harriet Street, Carlisle, Pennsylvania; WILLIAM HALLIDAY, Beechman Apartments, Jacksonville, North Carolina; GLENN HALLIDAY and MARK HALLIDAY, 101.8 Harriet Street, Carlisle, Pennsylvania; but if any of my children predecease me, then to the heirs of such child or children who are living at my death, such hairs to take per stirpes and not per capita; in the event that any of my children predecease me and are not survived by heirs, then the share of any such child or children shall lapse and shall be divided among my surviving children and the heirs of any of my children who have not sur- vived me, such heirs to take per stirpes and not per capita. FIFTH. Wherever in this my LAST WILL AND TESTAMENT it is pro vided that any person shall benefit hereunder if such person shall survive me, such person shall be deemed not to have survived me if he or she shall die within thirty (30) days after my death. SIXTH. I nominate, constitute and appoint my wife, RUTH M. HA LLIDAY, as Executrix of this Will. Zn the event she shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint my son, ALAN HALLIDAY, to serve as Executor of this Will. I request that the Executrix or Executor, as the case may be, be permitted to serve without bond and without furnishing any other security. I further direct that the Executrix or Executor be allowed to serve without the intervention of any court except as required by law. SEVENTH. I give my said Executrix or Executor, as the case may be, absolute discretion and the fullest authority in all matters including, but not limited to, complete authority to sell at public ar private sale, for cash ar credit, with or ~ without security, mortgages lease, and dispose of all property, real, personal or I mixed, at such times and upon such terms and conditions as she or he shall deter- ` mine to be in the best interest of my estate. I direct that the administration of my estate be as independent of probate proceedings as the laws in force at my death shall permit. If any of my estate passes to a minor, I hereby direct that my Execu-- trix or Executor pay over said portion of my estate to the legal guardian of said minor or minors. i EIGHTH. In the event any of my children are minors at the time of my death,. and my wife,. RUTH M. HA LLIDAY, has predeceased me, then, in that event, I hereby direct that my son, WILLIAM HA LLIDAY, and his wife, EILEEN HALLIDAY, OR THE SURVIVOR, be named as guardians of the person and property of s aid chil- i dren. I further direct that said guardians be allowed to serve without furnishing (Page 2 of 3 Pages) ~ I .i b Q 1 ~ f ~ L F bond or any other security for acting in such capacity and have all rights and duties provided for such fiduciaries under the laws of the State of Pennsylvania in force and effect as of the date hereof. IN WITNESS WHEREOF, I have at New Cumberland Army Depot, New Cumber- land, Pennsylvania, this 9 T~' day of 1976, set my hand and seal to this my LAST WILL AND TESTAMENT consisting of three (3) typewritten pages, this included, the preceding pages hereof bearing my signature. (SEAL) G WILLIS W. HA LLIDAY, . Signed, sealed, published and declared by the above-named Testator, WILLIS W. HALLIDAY, JR.., as his LAST WILL AND TESTAMENT, in the presence of all of us at one time, and at the same time, we, at his request and in his presence and in the presence of each other, have subscribed hereunto our names as attesting wit- nesses, and we do hereby attest to the sound and disposing mind and memory of said Testator at the date hereof, and to the performance of the aforesaid acts of execution at New Cumberland Army Depot, New Cumberland, Pennsylvania, this ~~ day of 1976. residing at ~~lv ~'" ~.~~,-,c,~-~ /+~.~G i ~iii~ a~.~1 ~ residing at l 7 / 3 li1/a_.-~~ ~~ P~ `7 / ~