HomeMy WebLinkAbout10-20-111505610140
REV-1500 EX (01-10)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOx 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 1 D 7 3 9
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
1 8 0 0 9 7 9 0 7 0 3 1 3 2 0 1 1 0 6 2 6 1 9 1 7
Decedent's Last Name Suffix Decedent's First Name MI
L U N D Y J R O B E R T
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
L U N D Y N O R M A J
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
1 8 2 2 2 7 3 0 8 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 ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
® 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to ta;K under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. ~0)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
S E T H T M O S E B E Y 7 1 7 2 LI 3 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 State
C A R L I S L E P A
REGISTER OF WILLS USE QyLY
-- ,-.
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-_~ =-
-~ r
,~
DATE. FILED
ZIP Code ~
1 7 0 1 3
Correspondent's a-mail address: S M O S E B E Y a M A R T S O N L A W• C O M
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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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
44 ~TRAWBERRYr'DRIVE CARLISLE PA 17015
SIG AT F PREP ER O ER T EPRESENTATIVE / DATE
..~
D SS --" ~
10 EAST HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140 J
1505610240
REV-1500 EX Decedent's Social Security Number
Decedent's Name: J• R O B E R T L U N D Y 1 8 0 0 9 7 9 0 7
RECAPITULATION
0.0 0
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 and Notes Receivable (Schedule D) .......................... 4.
1 3 4 1 7 . 8 0
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 -Probate Property
ate Billin
Re
uested
~] S
7 0 • O 0
.......
q
g
epar
(Schedule G) .
8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 3 4 1 7 . 8 0
9.
..................
Funeral Expenses and Administrative Costs (Schedule H) 9. 0 . 0 0
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10.
11. Total Deductions (total Lines 9 and 10) ............................... 11. ~ • ~ ~
12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 1 3 4 1 7 • 8 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 3 4 1 7 . 8 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.z) x.o _ 1 3 4 1 7. 8 0
15.
0.
0
0
16. Amount of Line 14 taxable
0 0 0
~
0
0
at lineal rate X .045 16. •
17. Amount of Line 14 taxable
0 0 0
17
0.
0
0
at sibling rate X .12 .
18. Amount of Line 14 taxable
~ 0 0
~
~
~
at collateral rate X .15 1$. •
19. TAX DUE ...................................................... 19. 0 • 0 0
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^
Side 2
1505610240 1505610240
REV-1500 EX Page 3
Decedent's Complete Address:
File Number
21 11 0739
DECEDENTS NAME
J. ROBERT LUNDY
STREET ADDRESS
44 STRAWBERRY DRIVE
CITY
CARLISLE STATE
PA ZIP
17015
Tax Payments and Credits:
~ • Tax Due (Page 2, Line 19)
2. CreditslPayments
A. Prior Payments
B. Discount
Total Credits (A + B) (2)
(1) 0.00
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.
0.00
(3)
(4) 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 : ............................................................ .......... ^
b. retain the right to designate who shall use the property transferred or its income; ..................... .......... ^
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 consideration7 ............................................................................. .......... ^ Q
3. Did decedent own an 'in trust for' orpayable-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
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 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)J.
• 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-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
J. ROBERT LUNDY 21 11 0739
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointty-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Prudential Financial Services Life Insurance Policy No. 11-614-710 13,417.80
Beneficiary: Estate, 100%
TOTAL (Also enter on line 5, Recapitulation) ~ $ 13,417.80
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+(01-to)
pennsylvania ~ SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
J. ROBERT LUNDY 21 11 0739
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and Vansfers under
Sec. 9116 (a) (1.2).j
1. Mrs. J. Robert Lundy Spousal 13,417.80
44 Strawberry Drive
Carlisle, PA 17015
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S I~EET, AS APPROPRIATE.
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed, use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT OF
J. ROBERT LUNDY
I, J. Robert Lundy, of South Middleton Township, Cumberland
County, Pennsylvania, declare this to be my Last Will anal
Testament and revoke all Wills and Codicils previously made by
me.
ITEM I: I direct that all my legally enforceable debts and
funeral expenses, including all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the expense of the administration
of my estate.
ITEM II: I bequeath any automobiles and motor homes I may
own at my death to my son, Charles R. Lundy.
ITEM III: I bequeath my other personal effects, such
household goods if any as may be my individual property and not
the property of my wife or owned jointly by me with her, and
other tangible personal property of like nature (not including
cash or securities), together with any existing insurance
thereon, to my wife, Norma Jane Lundy, providing she survives me
by thirty (30) days. Should my said wife predecease me or die on
or before the thirtieth day following my death, I bequeath such
tangible personal property and insurance thereon to such of my
said son and my said wife's sons, Thomas E. Richwine and
Timothy S. Richwine, as are living on the thirty-first day after
my death, to be divided among them with due regard for tlheir
personal preferences in as nearly equal shares as practi~~al. I
direct that any of the foregoing articles not selected by my and
my wife's said sons shall be sold at public or private sale by my
personal representative(s), and I further direct that the=_ net
~~~~2 r ~~
proceeds thereof shall be administered and distributed as. a part
of the residue of my estate.
ITEM IV: I devise and bequeath the residue of my estate of
every nature and wherever situate to my said wife, providing she
survives me by thirty (30) days.
ITEM V: Should my said wife predecease me or die on or
before the thirtieth day following my death, I devise anci
bequeath the residue of my estate of every nature and wherever
situate in equal shares to my and my wife's said sons, provided
that the share of any such son who predeceases me or die; on or
before the thirtieth day following my death shall be disi~ributed
to his issue, per stirpes, living on the thirty-first day
following my death, and in default of any such then living issue,
such share shall be added to the share or shares for my <~nd my
said wife's other sons.
ITEM VI: I appoint Dauphin Deposit Bank and Trust Company,
of Carlisle, Pennsylvania, guardian of any property which passes,
either under this Will or otherwise, to a minor and with respect
to which I am authorized to appoint a guardian and have not
otherwise specifically done so, provided that this appointment of
a guardian shall not supersede the right of any fiduciary in its
discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have the
power to use principal, as well as income, from time to time for
the minor's support, health and medical care, and education
(including college education), or to make payment for these
purposes, without further obligation or responsibility to see to
the proper expenditure thereof, directly to the minor or to the
minor's parent or to any person taking care of the minor.
ITEM VII: All Federal, State and other death taxes payable
because of my death, with respect to the property forming my
gross estate for tax purposes, whether passing under this Will or
~~
i
otherwise, including any interest or penalty imposed in
connection with such taxes, shall be considered a part of the
expense of the administration of my estate and shall be ;paid out
of the principal of my residuary estate without apportionment or
right of reimbursement.
ITEM VIII: I appoint my said wife Executrix of this my last
Wi 11. Should my said wife fail to qualify or cease to act as
Executrix, I appoint my son, Charles R. Lundy, Executor of this
my last Will. Should my said son fail to qualify or cease to act
as Executor, I appoint my said wife's son, Thomas E. Richwine,
Executor of this my last Will.
ITEM IX: I direct that all fiduciaries acting under this
Will, whether or not named herein, shall not be required, to give
bond for the faithful performance of their duties in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and. seal,
this ~" day of May, 1995.
[SEAL]
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signatuz-e of the
Testator, was on the date thereof, signed, published and declared
by J. Robert Lundy, the Testator therein named, as and f`or his
last Will, in the presence of us, who, at his request, in his
presence and in the presence of each other, have subscr~_bed our
names as witnesses hereto.
i ~~~~
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
We, J. Robert Lundy, John B. Fowler, III, and Mary lK. Price,
the Testator and the witnesses, respectively, whose names are
signed to the 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
has 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 witness and that to the best of his/her
knowledge the Testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by
J. Robert Lundy, the Testator, and subscribed and sworn to before
me by John B. Fowler, III, and Mary M. Price, the witnesses,
this ~j ~~ day of May, 1995.
. ~ r
Not Public
NQTARtAL SEAL
gpNNlt L. CUYLE, NOTARY PUQLiC
NQRO CF MT HOLLY SPRt~~GS, +'.UtdFiERlI~"~0 CC.
MV CO*!~ISE~ON F_XPI^FS OCTOEzR 17, tS~39
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