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Home My WebLink About03-07-111505610143 REV-1500Ex(°'-'°' ; PA De artment of Revenue ~"~'"` OFFICIAL USE ONLY P pennsylvania County Code Year File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 2 1 1 0 1 2 3 8 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 210 16 0335 12 07 2010 Decedent's Last Name Suffix WION (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Social Security Number Date of Birth 05 20 1923 Decedent's First Name MI DONALD A Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Return ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of death after 12-12-82) ® g Decedent Died Testate ^ 7 Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ^ 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) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT A MIX 814 355 4769 First line of address 115 E HIGH STREET Second line of address City or Post Office State ZIP Code BELLEFONTE PA 16823 Correspondent's a-mail address: b m i x@ I m g r l a w. c o m REGISTE#n3F WILLS US~~~°?ONLY ~ ~ -~- -, _ {'~, ,r r-T -) _ " gym. ~ .~f_.~; r --a . ~ - ~, _ - .) _r~ ~ . _~ - ~~$t FILED "- € ~:~ r , _t - --~ ~:~7 r-, ~. Under penalti 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 ec d complete Declaration of re rer other than th l , . p e persona representative is based on a ll information of which prepare. has any knowledge. SIGNA RE OF P N RESPONSIBLE R FILING ETURN DATE ~~" ~, ~~ Douglas A. Wion 3't ~- l ADDRESS 1617 Regina Circle ,State College, PA 16803 SIGNATURE OF A ER OTHER TH RE RESE ATIVE DATE ~ Robert A Mix r' ~r, l ADDRESS - 115 E. High Street, Bellefonte, PA 16823 Side 1 1505610143 1505610143 J REV-1500 EX Decedent's Names W I O N, DONALD A 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 Deposits & Miscellaneous Personal Property (Schedule E.) .............. 5. 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. 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... 10. 11. Total Deductions (total Lines 9 & 10) ............................................................ 1 1 12. Net Value of Estate (Line 8 minus Line 11) ........................................................... 12. 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. 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 5 6 1 0 1 5 7 0 , at lineal rate X .045 1 g. 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. 1505610243 Decedent's Socic,. ;,ecur~ty Nunibei 210 16 0335 588, 197.61 588, 197.61 12, 847.07 14,334.84 27,181.91 561,015.70 561, 015.70 25,245.71 25, 245.71 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L 1505610243 Side 2 1505610243 U J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 - 1 0 - 12 3 8 DECEDENT'S NAME Wion, Donald A STREET ADDRESS 522 Dogwood Drive CITY STATE ZI f' Mechanicsburg PA _ _ Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 1 , 2 62.2 9 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. Make Check Payable to: REGISTER OF WILLS, AGENT. t -t ) c~) 23,983.42 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 .............................. _................ .. ..... _... ............... .. x 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 r~on-probate property which contains a beneficiary designation? .............................._............................_ . _ .................................. x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF Tail RETUR 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 tc o. for the use of the ~~ ~viving 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~ s~,rviving spouse is ; N~ cent [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 disclc-sr ~e of assets and filing a tax ret{urn 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 1 ~~; ent, 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. §~ 1 ~ ~; (a) (1.3) A sibling is defined under Section 9102, as an individual who has at least one parent in common wrth the decedent, wheU~ei by blood or adoq~~c~n tt> 25,245.71 Total Credits (A + B) (1) 1 ,262.29 (3> 0.00 '~ SCHEDULE E :.:;. :~~ CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF WIOn, Donald A 21 - 10 - 1238 Include the proceeds of litigation and the date the proceeds were received by the estate411 property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTIpN NUMBER 1 Citizens Bank -Checking - 6100762874 2 Citizens Bank -Time Deposits - 6243930446 3 Citizens Bank - Tlme Deposits - 6245622285 4 Citizens Bank -Time Deposits - 6251419459 5 Citzens Bank -Time Deposits - 6251420082 6 Citizens Bank -Time Deposits - 6252135004 7 Citizens Bank -Time Deposits - 6254631092 8 Citizens Bank -Time Deposits - 6255208924 9 Citizens Bank -Time Deposits - 6255209688 10 Citizens Bank -Time Deposits - 6255211232 11 Fulton Bank - CD 328-0178194 12 Fulton Bank - CD - 328-0178214 13 Fulton Bank - CD - 328-0203470 14 Fulton Bank - CD - 328-0203494 15 Fulton Bank - CD - 328-0227086 16 Fulton Bank - CD - 328 -0263267 VALUE AT ;~~>TE OF DEA F~ 30 Oa0.56 5 513.68 3 5?1 50 6 1 ~6 22 3 338.80 7 7 )9.19 8 7~~2.29 10 153.63 32 ? :~6 94 185.675 35 280.50 6 U~0.00 15 4J3 68 155034 9 000.00 6 56.56 TOTAL (Also enter on Line 5, Recapitulation) ~ 588.197.61 .~ SCHEDULE E ~~...~~ CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT continued ESTATE OF WIOn, Donald A FILE NUMBER 21 - 10 - 1238 Include the proceeds of litigation and the date the proceeds were received by the estate411 property jointly-owned with the right o survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT :~~ ATE OF DEA F 17 Fulton Bank - CD - 328-0328040 57 89 18 Fulton Bank - CD - 328-0328209 46 31.85 19 PNC Bank - CD - 31100218743 22 X93 84 20 PNC Bank - CD - 31700221498 17 245.14 21 PNC Bank -Checking Account 1 0' ~ .61 22 PNC Bank -Savings Account 67 2?5 57 23 PNC Bank -IRA -75600032968 42 4~4 86 24 M & T Bank -Checking Account -9847128650 26.01 25 M & T Bank - CD - 31003917888265 8 7 ~i 1 09 26 M & T Bank - CD - 31003917888504 1 ~ ~ ,1 ~~ 27 Metro Bank -Time Deposit - 802638 12 552 41 28 Sovereign Bank -Checking - 1681785345 53.99 29 Sovereign Bank -Time Deposit - 0465102705 5 912.54 30 Sovereign Bank - Tlme Deposit - 0465114858 6 1 J9.1 1 31 Sovereign Bank -Time Deposit - 0465115228 14 225.77 32 Sovereign Bank - Tlme Deposit - 2335540874 4 079.44 Page 2 of SchE•d._~le E ~~' SCHEDULE E ~~, ' ~ CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT continued FILE NUMBER ESTATE OF WIOn, Donald A 21 - 10 - 1238 Include the proceeds of litigation and the date the proceeds were received by the estate411 property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT '~, TE OF DEA f 33 Messiah Village Refund 27 1 X5.00 34 Cumberland County -burial expenses 1 J0.00 35 Wachovia - 247402092155414 14 860 69 36 Wachovia - 247412050738907 45 161 83 37 Wachovia - 247412091807722 16 3 :~ 1 22 38 Wachovia - 247412091942065 6 339 32 Page 3 of SchE~d~le E M r SCHEDULE H .~ , }~• '~ FUNERAL DCPENSES & COMMONWEALTH OF PENNSYLVANIA ADIr1~NIV , 1 ~~ ~~~ INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Wion, Donald A 21 - 1 U - 1238 Debts of decedent must be reported on Schedule I. ITEM AMOUNT NUMBER DESCRIPTION FUNERAL EXPENSES: A. 1 Zimmerman Aver Funeral Home, Inc. 9,630.1 B. ADMINISTRATIVE COSTS: ~ , Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Lee, Green & Reiter, Inc. 2,500.0,0 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland Co. Register of Wills, Letters, etc. 401.:0 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland County Register of Wills -Inheritance Tax Return 30 ~G TOTAL (Also enter on line 9, Recapitulation) 12,847.07 ..~ Schedule H ~.. Funeral E~gpertses & COMMONWEALTH OF PENNSYLVANIA A~ INHERITANCE TAX RETURN ,gdrninis~iv~e Cosh ~nued RESIDENT DECEDENT ESTATE OF Wion, Donald A 2 Cumberland Law Journal -advertising estate 3 The Sentinel -advertising estate 4 Cumberland County Register of Wills -Family Settlement Agreement 5 Lee, Green & Reiter, Inc. -copies, postage, etc. 6 Sovereign Bank -Date of Death figures FILE NUMBER 21 - 10 - 12313 75 C0 145 CG 20.00 25 C 0 2 0 C Page 2 0. Schedule H ~~' SCHEDULE I ,.. y ~:. ''~:-~ DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES & LIENS INHERITANCE TAX RETURN f RESIDENT DECEDENT FILE NUMBER ESTATE OF WjOn, Donald A 21 - 10 - 1238 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreiml~urseci medical expenses. ITEM NUMBER 1 PPL Electric Utilities 2 Messiah Village -December Rent 3 Messiah Village -nursing services 4 PPL Electric Utilities 5 AT&T 6 Verizon 7 Messiah Village -Final rental payment 8 Alert Pharmacy Services, Inc. 9 PPL Electric 10 Verizon 11 Capital Blue Cross 12 PPL Electric DESCRIPTION AMOI'NT 126.91 8:4.93 11 G.1.46 1 ,7 16 52.00 16.33 ,._' i 54 135.29 75.19 941 1 ;'1.97 1 ~~6 65 TOTAL (Also enter on Line 10, Recapitulation I ~ 14.334.84 REV-151J EXf t11-0t3) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Wion, Donald A SCHEDULE J BENEFICIARIES FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY l~ :TAXABLE DISTRIBUTIONS[include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Susan J. Bartram 1204 Winter Hunt Road McLean, VA 22102 2 Douglas A. Wion 1617 Regina Circle State College, PA 16803 21 - 10 - 1238 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF FSTA T E DECEDENT (Words) (,g; I Do Not List Trusterlsl Daughter 1 /2 estate Son 1 /2 estate Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate j. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 1 _~ ~c~t 31~i11 ttn~ Uc~t~cinrict OF DONALD ANDREW WION I, DONALD ANDREW WION, of Lower Paxton Township, Dauphin County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare the following to be my Last Will and Testament, hereby revoking and making void, any and all wills, codicils and testamentary dispositions by me at any time heretofore made. ITEM I. I direct that all my just debts and funeral expenses be paid and satisfied by my Executors hereinafter named as soon as conveniently may be after my decease. E I'T'EM II. All the rest, residue and remainder of my estate, whether real, personal or mixed, of whatever kind and i wheresoever situated, I give, devise and bequeath unto my son, jI)OUGLAS A. WION and my daughter, SUSAN J. BARTRAM, in equal shares, ;per stirpes. If any of my said children shall predecease me 4 without issue, then I give, devise and bequeath the share of that !child to the surviving child, per stirpes. ITEM III. I nominate, constitute and appoint my son, DOUGLAS A. WION, as Executor of this my Last Will and Testament. In the event my son, Douglas A. Wion, is unable or unwilling to serve in this capacity, I nominate, constitute and appoint my daughter, SUSAN J. BARTRAM, as Executrix of this my Last Will and Testament. ITEM IV. All estate, inheritance, transfer, legacy, succession, and other death taxes of any nature, payable by reason of my death, which may be assessed or imposed upon or with ~ respect to property passing under this Will or property not I i passing under this Will, shall be paid out of my estate as an expense of administration, and no part of said taxes shall be apportioned or prorated to any legatee or devisee under this Will or any person owning or receiving any property not passing under this Will. e ITEM V. No fiduciary herein named shall be required to enter bond or security in any jurisdiction for the performance of t duties. ~ IN WITNESS WHEREOF, I, llONALD ANDREW WION, have hereunto set my hand and seal this ~ t day of ~ ,~ ._,~ 1993. ,. ~~ q u C~~..sJ~f-' (. ~ ~~,~'1~0'~.~, ~ r~-SEAL i Donal An rew Wion r Signed, sealed, published and declared as and for the Last Will and Testament of DONALD ANDREW WION, the Testator, in our presence, who in his presence, and in the presence of each other, and at his request, have hereunto set our hands as subscribin witnesses hereto. g '' .` ~' ' . Name Name ;, ~ ~ r A ress 1 ` A ress r COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN We, DONALD ANDREW WION, ~~-~~~> .~_,~ •~- ,_i ~ .~ , , •_~ and x ) t ~, - ' ~~ ~` z ~-- ~_ ~ ~ the Testator and the witnesses res~p ctively, whose names are signed to the attached or foregoing instrument, being First duly sworn, do hereby declare to the undersigned officer that t}le Testator signed the instrument as his Last Will and that she signed voluntarily and that each of the '~ witnesses in the presence of the Testator at his request, and in the presence of each other, signed the Will as a witness and that to the best of the knowledge of each witness, the Testator was at that I time 18 or more years of age, of sound mind and under no constraint I or undue influence. l ~ „, Testator - Donald An rew Wion I ` ~.-. ~~~ ~f~ ,~ l y, Witness C ~; Witness Sworn to and subscribed before me by DONALD ANDRE{1f {11ION, the Testator, and subscribed and sworn to before me by ~~`, ,; .. , ~ ~ ~ , . ~ and '~~~ 4 • ~ ~ the witnesses, o n , t i s/r ,,, ~_ _ , - `a y' o ~ ~ .__.__ ~ ~ ~ 19 9 ` 3 ~~ i ,-, • ~~ ~ -.-- otaryr P,Ubl is ~ My Commission Expires: N0~>"ARIAL SEAL ANN J. LONG, Notary Pubic Harrisburg. Daeuh~n County. Pa. My Commission : ~~~res O,:t. 30. 1995 i e i