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HomeMy WebLinkAbout03-29-11 (2)J 1505610101 REV-1500 °`t°'-'°' ~ PA Department of Revenue pennsyLvaMa OFFICIAL USE ONLY OEMRIMEXTQi REVFXVE ^/,,,n !R Bureau of Individual Taxes V V V ty Vode Year~~ File Numller PO BO'J(28o603 INHERITANCE TAX RETURN ~~ 1 /1 L/ ~XI Harristpurg, PA 1712&0603 RESIDENT DECEDENT Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW ~To~lolso o[~oa o i o r Iaq i g Decedent's Last Name Suffix Decedent's First Name MI ~ ~ i. E (H Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI IIIIO ~~ Spouse's Social Security! Number ~ ~~~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Retum O 2. Supplemental Retum O 3. Remainder Return (date of death O 4. Limited Estate prior to 12-13-82) O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) fi 6. Decedent Died Tbstate O 7. Decedent Maintained a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 1 D. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - TH18 S~CTiOit MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name First line of address Second line of address N tL1 O OH ` ~» __- -rs r~~ ' ~ ~ .a K _ rn ~ - ._. ~''~ O LI T City or Post Office State ZIP Code L ,, DnTE FILED E (~ ~ iJ l C 5 6 l Z O 0 I~E~ ~~~! Correspondent's e-mail address: Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the bast 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. SI Ai~2E OF PE N R )pNS~LE FOR FILING RETURN ,,.,.~ . SIGNATURE OF PREPARER OTHERfTHAN REPRESENTATIVE DATE ADDRESS PLEA8E USE OR161NAL FORM ONLY Side 1 L 1505610101 1505610101 REV-1fp8€X ~ (187) a SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8t MISC. INHR SIDENTD EDENTRN PERSONAL PROPERTY ESTATE OF ~bl~C.l ~• R~I-'~ j ~ FILE NUMBER GY"I o~~b - dbS.S~ Include the prooseds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right ofsurvivorship must be dleebsed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ,. ~~N K gccowur - ~ ~N~s ~3 ~ a 9. o 0 CF~ECKIIUG `"~G BAI.Ar~-CE ~1Ay aoi~~ ~{, ~. 07.0 J a. NDI(,SEHo~,D GboDS ~- (~.RNIS~t1A1GS ~I 560.60 3. I Au~~lO~I~E ~-. I ROT-~ IRR TD BE~1~ FICIRRy more space is needed, insert TOTAL (Also enter on line 5, Recapitulation) I j sheets of the same size) 500.00 ~I, 979.00 3 x5.00 REV-1511 EX+(10-06) SCHEDULE N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8r INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER R~~t~- ~. R~,w~~, rn ao~o-~s~ Dsbts of decedent must be reported on Schedule L ITEM A. FUNERAL EXPENSES: Rtc,~+~,~SorJ FU,ut~t. NONE ~~,111 S. Oo - GRE~aI'nou # NtEMOk.tl~rr SEta@,JttE B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions f ~ /~- Name of Personal Representatve(s) ~N `~7t/~~ r~ . i~~ ~'~~+ 00 StreetAnd~dr~e-s~s~ ! I..b~UGWooa Dl21VE City ~KN'A~1lCS~(~ p~ State~~ Zip '?dJ~ Year(s) Commission Paid: ~~ Z• I Attorney Fees 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 77.50 5. Accountant's Fees O 6• Tax Return Preparer's Fees ~' o0 ~. Flit WG FEE 8. ~~MlNIS171k71iM1 CDC 15.00 ra, so TOTAL (Also enter on line 9, Recapitulation) I ~ (If more space is needed, insert additional sheets of the same size) ~~. REV-0512 EX+(12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEpULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8L LIENS ESTATE OF RoBGtit N1. RC~Iq~y, ~j FILE NUMBER ~6lb~t~o Report debts incurred by the decedent prior to death which remained unpaid as ~f tHa d~+e ,.r ae_.~.:__:..a:__ ..___:_~..__, __,._ _. ~~...~...~ ~ra,.o .o noouou, n isen aumnonai SneeGS oT U1e SaR18 SIZe) REV,-1513 EX+ (9-00) SCMEpULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT caiwie ur FILE NUMBER X20 ~E~ Nf . REMRI,EII, ~'~. ~,oGD- bo 55~ NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RE Dol Not List ~ $ ~jsj ENT AMOOF ESTATE ARE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] ,. CH~~SToPt~E~ M, R~M,RI~EjI 5oA(-DE~flSE.D IV~A I V 6 I'l~I'i'~N R~ssBU.RG~ p~ ~64~a ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (li more space is needed, insert additional sheets of the same size) ~~ COPY `~'lttst ill ttn~ (`DES#ttmettt OF ROBERT ~fBRLS R~ALBY I, ROBERT MERLE REMALEY, of the County of Cumberland and Commonwealth of Pennsylvania, being of sound mind and memory, do make and publish and declare this to be my Last Will and Testament, hereby revoking and declaring null and void any and all Wills or Codicils by me at any time heretofore made. I direct my Executor to pay my just debts and funeral expenses from the residue of my Estate. I direct that all Estate, Inheritance and other death taxes that may be assessed with respect to property or interest passing under my Will by whatever jurisdiction imposed, shall be paid from my residuary Estate as a part of the expense of the administration of my Estate. i give, devise and bequeath all of my Estate, real, personal or mixed, of whatsoever kind and nature and wheresoever situate, of which I shall die seised and possessed, or to which at the time of my death, I may be entitled as follows: A. To my beloved children, CHRISTOPHER MICHAEL REMALEY and JUSTIN RYAN REMALEY,in equal shares if CHRISTOPHER and JUSTIN survive me by thirty (30) days; if not, in equal shares to such of my children as survive me by thirty (30) days; Page 1 of 7 ~--~- RMR ~, provided that if CHRISTOPHER or JUSTIN fails to so survive me, but is represented by descendants who so survive me, such descendants shall receive, per stirpes, the share CHRISTOPHER or JUSTIN would have received had he so survived me. living who provisions, they would Commonwealt: for them in B. is entitled then to those take, under h of Pennsylva this Will. In the event there is no one to receive my Estate under the foregoing persons who would take, and in such shares as the laws of intestate succession of the nia, whether or not provisions have been made If any beneficiary under this Will in any manner, directly or indirectly, contests or attacks this Will or any of its provisions, any share or interest in my Estate given to that contesting beneficiary is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary had predeceased me without issue. ~~~ No property passing under this Will shall be paid to any beneficiary who is under eighteen (18) years of age or incapacitated for any reason. My Trustee, in his discretion, may either retain the property and accumulate the income until the taker reaches eighteen (18) years of age, paying over both principal and accumulated income to the taker at the time, or may, at any time, pay over all or any part of the principal and accumulated Page 2 of 7 /~~~ RMR ~; j• income to the custodial parent or legally appointed Guardian of the taker. With regard to retained property and accumulated income, my Trustee may, at any time, in his discretion, apply as much of the principal or income as he may deem necessary or desirable to the support, maintenance or education of the taker. Such application may be made by my Trustee either directly or any payment of the principal or income to said parent or Guardian of the taker or to the person with whom the taker resides at the time of payment, in either case without requiring any bond and without being bound to see to the proper application of any payment. s~xTx~ All principal and income shall be free from anticipation, assignment, pledge or obligation of beneficiaries or remaindermen and, while in the hands of my Executor or Trustee, the same shall not be liable to any levy, attachment or execution. I name and appoint ANTHONY SAMUEL ABATE as Executor of this my Last Will and Testament and Trustee of any trust created herein, to serve without bond in any jurisdiction in which he may act. ~~~~ My Executor and his successors shall have the following powers with regard to the assets and liabilities of my Estate or any trust created thereunder: to retain my investments, invest and reinvest in legal investments, sell, grant Page 3 of 7 ~re RMR J ~y Y options for sale or otherwise convert any real or personal property or interest therein and to deliver good conveyances for the same, borrow money and secure its repayment by mortgage, pledge or otherwise, compromise claims, make distributions in cash or kind or partly in each, lease real estate and other property, file any tax or gift tax returns that may be due on my behalf, retain such agents, accountants, or other advisors and compensate the same from estate assets, associate with them a corporate fiduciary with fiduciary powers in the Commonwealth of Pennsylvania, delegate to said corporate fiduciary the exercise of any powers, exercise all other acts and things necessary or appropriate in the management, administration and distribution of my Estate and exercise any other powers granted to personal representatives pursuant to the applicable laws of the Commonwealth of Pennsylvania, including but not limited to those enumerated in Chapter 33 B and C of the Pennsylvania Probate, Estates and Fiduciaries Code, 20 P.S. §§3311-3360. Words used in the singular may be read and to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. Page 4 of 7 ~~~ RMR y •IN WITNESS WHEREOF, I ha~ve~~hereunto set my hand and seal this /G~ day of ~,5~vy,~-,ey ~99~6 _ ROBERT MERLE REMALE Signed, sealed, published and declared by ROBERT MERLE REMALEY, the Testator above-named, as and for his Will, in the presence of us, who, at his .request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses hereto. WITNESSES: An Name e ~. ~ M . ~(Y P ~p, ,n, ~L.~- Address ~ti[1~~~1~~ ' 7 Name ~~(~ Address SS E ~a; ~ ~~, ~3 rYle_e.~ ~n acs ~~ ~~4- i7G5S Page 5 of 7 vl~ RMR ,~ 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: WE, ROBERT MSRLS RSMALEY, ~/SR ~!', /tJ~ ~1y9~yLL. and - ~~~ c~~xefksr-~,e the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witnesses and that to the best of their knowledge, the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ' 1lVDCi1C 1 Page 6 of 7 - 1 7 . ~ ~a ~zK RMR y .~ subscribed, sworn to and acknowledged before me by ROBBRT MFRLfi RBMALBY, the Testator, and subscribed and sworn to before me by .~/S~ /~9~ ~i'~ 1.~iy.4~L-and ~i~i ~~-«+C ,witnesses, this ~G~+. day of ~j9ryu.R,ry / 97 --~ ' a~^-- NOTARY PUBLI Notarial Seal Martin Ripson, Notary Public Hampden Twp., Cumberland County My Commission Expires July 27, 2000 Z Page 7 of 7 rci~ RMR ~ ~ ~~ ~~~ 'h v U 4lJ' ~ ~~' ~