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Home My WebLink About11-01-11JERRY A. WEIGLE Associates JOSEPH P. RUANE R1~RD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at--Law 126 EAST KING STREET SHffPENSBURG, PENNSYLVANIA 17257-1397 TELEPHONE (717) 532-7388 or (717) 776-4295 FAX (717) 532-5289 October 27, 2011 Cumberland County Register of Wills 1 Courthouse Square Cazlisle, PA 17013 RE: Clara E. Jumper Estate No. 20l 1-00263 Pa. No. 21-11-0263 Dear Ladies and Gentlemen: I have enclosed the following items: 1. Inheritance tax return, along with a copy; 2. Copy of the return to be returned to me; 3. Check #7397 in the amount of $15.00 for the filing fee; 4. Self-addressed stamped envelope. Please time-stamp my copy and return it to me in the envelope. 'Thank you for your assistance. Very truly yours, ...7 .y :~ i' f.!? ~. _T.y --~+ ^;~ ~=-: ~,~ ~ v ~~~ , WEIGLE & ASSOCIATES, P.C. ~~~ Richazd L. Webber, Jr., Esquire RLW/paf Cc: James R. Jumper, Administrator 150561D143 ~~~ Ex (ot 10) ',~~ OFFICIAL USE ONLY REV Year File Number County Code PA Department of Revenue Bureau of Individual Taxes op~,e~nnsY~v~t~ 11 0 2 6 3 HERITANCE TAX RETURN 21 PO BOX.280601 IN RESIDENT DECEDEN Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Date of Birth Date of Death Social security Number 04 07 2010 06 11 1907 207 03 7841 MI Suffix Decedent's First Name E Decedent's Last Name CLARA J[1MPER (If Applicable) Enter Surviving Spouse's I MI nformation Below Suffix Spouse's First Name Spouse's Last Name ber TE WITH THE THIS RETURN M Spouse's Social Security Num EGI$TER OF WILLS R FILL IN APPROPRIATE OVALS BELOW ^ 3, Remainder Return (date of death ^ 2 Supplemental Return prior to 12-13-82) 1. Original Return ^ mise 5. Federal Estate Tax Retum Required 4a. Future Interest Compro ^ (date of death after 12-12-82) ^ 4. Limited Estate 8. Total Number of Safe Deposit Boxes 0 6 Decedent Died Testate ^ (Attach Copy of Will) Decedent Main1a nea a Living Trust _ ~~ 7~ (Attach GoPY of rust) ^ f death 11. Election to tax under Sec. 9113( 0 d i ) C (Attach Sch. 10. Spousal P4ve reditt(date o ^ between 12-311 and -1-95) ve ^ 9. Litigation Proceeds Rece L TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENT 717 5 3 2 7 3 8 8 Name II RICHARD L yiIEBBER JR ESQ r^ REGISTEI~ILLS U;rtE ON4~ ~. ': </~ ~ .ti._ First line of address ~7 C'7 `~ "a 12 6 EAST KING STREET ~-~ ~~ ~' _° - _..~ ~ I°J ~.~ Second line of address ~ ~ ~~ DATE FILED ~", City or Post Office SHIPPENSBURG James R. Jum er ~ ne PA 17043 °`"TlE 7HA~PRESENTATIVE Jr ESQUIre ~Q/ tl J` Richard L Webber, ryyebber@weigleassociates.com knowled a and belief, Correspondent's a-mall address: an in schedules and statements, and to the best of my 9 rsonal representative Is based on all information of which preparer has any know) ge. Under penalties of perjury, I declare that.l have ex amen ~dher then the pending accomp y. g . p TE it is true, correct and complete. Declaration of prep cT~ iRN 1a ~ ~ ~ , rI x ADDRESS 226 First Street, L SIGNATURE OF PREPARER C _ ~ ADDRESS 126 East Kin St State ZIP Code PA 17257 PA 17257 Side 1 15D561D143 15D561D143 J 1505610243 .~ Decedent's Social Security Number REV-1500 FJC 207 03 7841 oe~~M~sName: Jumper, Clara E. RECAPITULATION ................... 1. 1. Real Estate (Schedule A) .................................................................... .............. 2. 2. Stocks and Bonds (Schedule B) ............................................................... • Schedule C)••••••••• Closely Held Corporation, Partnership or Sole-Proprietorship 3• 3. .... 4. 4. Mortgages ~ Notes Receivable (Schedule D) .................................................... 15 , 3 98 • 47 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............... 5. Separate Billing Requested............ Owned Property (Schedule F) ^ s• 6. Jointly 7. Inter-Vivos Transfers & Miscellaneous ~ P8eparaterBilling Requested............ 7. (Schedule G) 15 , 398.47 ......................... g• Total Gross Assets (total Lines 1-7) ............................................ B. 2 ~ 045.75 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... 9. 13 , 574.37 10. Debts of Decedent, Mortgage Liabilities, i3< Liens (Schedule I) .............••••••••••••••••• 10. 15 , 620.12 ............ 11. Total Deductions (total Lines 9 & 10) ....................................................... 11. .-221.65 ................................ 12. Net Value of Estate (Line 8 minus Line 11) .......................... tslSec 9113 Trusts for which 12. 13. Charitable and Governmental Beques t been made (Schedule J) ...............•••• • • • 13 an election to tax has no _221.65 . ........... 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 0 00 at the spousal tax rate, or 15 , transfers under Sec. 9116 . (a)(1.2) x .o0 0.0 0 Amount of Line 14 taxable 0 . 0 0 16 16. . at lineal rate X .045 Amount of Line 14 taxable 0 . 0 0 17. 0 . 0 0 17, at sibling rate X .12 0 . 0 0 18. Amount of line 14 taxable 0 . 0 0 18• at collateral rate X .15 0 , 0 0 ....... 19. ....... ................................................................. 19. Tax Due ................ EQUESTING A REFUND OF AN OVERPAYMENT. OVAL IF YOU ARE R 20. FILL IN THE Side 2 1505610243 L 1505610243 File Number 21-11-0263 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Jumper, Clara E. STREET ADDRESS 210 Big Spring Road_ CITY Newville Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credels/Payments A. Prior Payments B. Discount 0.00 STATE ZIP PA ~ 17241 (1) 0.00 0.00 Total Credits (A + B) (2) (3) 3. Interest 4• If Line 2 is greater than Lin Check' box on Page 2 line 20 to request a refund AYpAENT. 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (4) (5) ~.00 Make Check Payable to: REGISTER OF WILLS, AGENT. E ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS PLEAS Yes No x 1. Did decedent make a transfer and: transferred :............................................................................... a. retain the use or income of the property z b. retain the right to designate who shall use the property transferred or its income;..........•••••••••••••••••••••••• z c, retain a reversionary interest; or......••••'.ments, benefits or care? ........................................................... z d. receive the promise for life of either pay within one year of death without ^ ^ 2. If death occurred after December 12, 1982, did decedent transfer property ........................................................................................... ...... . receiving adequate consideration? ................. _ z 3. Did decedent own an "in trust for or payable upon death bank account or securely at his or which ath?....... O O 4. Did decedent own an Individual Retirement Account, annuity. or other non-probate property .. .. contains a beneficiary designation? ........................ . E ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETUR . IF TH 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 l) ue'cent For spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1d995, the tax rate imposed on the net value of transfers to or for the use of the surviving spous oes not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of [72 P.S. §9116 (a) (1.1) (ii)]. The statute assets and filing a tax return are still applicable even if the survving spouse is the only beneficiary. For dates of death on or after July 1, 2000: . The tax rate imposed on the net value o h'Id~s 0 percent [72 P.S. §9116 (aj1(1 2jj of age or younger at death to or for the use of a natural paren , an adoptive parent, or a stepparent of the c P .The tax rate imposed on the net valua o;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 () ( )] . 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) . 9102 as an individual who has at least one parent in common with the decedent, whether by blood or adoption. sibling is defined under Section , ~.,,.tson oc+ (rrsal ~gyp~t.TH o' ~xsv~v~.t+v. SCHEDULE E CASH, BANK CL PROPERTY ISC. ~ERS~NA q~$tfUNCET/JC ttE7URN I 1... r ~n euQCQ , u~."."" ESTATE OF --- {-{LC igV~nvr.~ 21-11-0263 Clara E. ~ ~;~,d b,r the aerate. 1ncN+de the ~ rdi~tim and the data the hero P°dgm~ bs dtsdo~nd on ~ehed~la F. At1 property I~~Y-O`""ed vdC~ the right of nwWora VALUE AT DATE OF DEATH ITEM DESCRIPTION 20,75 NUMBER ~ Cer>tiuryLink -Refund fi3.92 2 pPL Electric -Refund 308.65 3 pSERS -April 2010 payment 1,562.50 4 Adams County National Bank #2153114 0.08 Accrued interest on Item 4 through date of death 13,442.34 5 Adams County National Bank 9000135923 0.23 Accrued interest on Item 5 through date of death I 15,398.47 TOTAL (Also enter on Line 5. Recapitulation) (If more space is needed. additional pages or the same size) Fonn PA-1500 Schedule E (Rev. 6-98) Copyright (c) 2002 form software only The Lackner Group, Inc. ,cCY-~ ta, GNT ~,y~VO, COMt~~T~~~~NR~N ANIA SCHEDULE H FUNERAL. EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Jum er, Clara E. Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION MB R A FUNERAL EXPENSES: FILE NUMBER 21-11-0263 AMOUNT g, ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative(s) James R. Jumper _ Street Address 226 First Street 17043 Lemoyne state PA zip city - Year(sl Commission paid 2. Attorney's Fees Weigle 8~ Associates, P.C. 3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Addn:ss Zio State City Relationship of Claimant to Decedent 7so.oo 780.00 120.50 4. ~ Probate Fees 5, Accountant's Fees g, Tax Retum Preparer's Fees 365.25 7, Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 2,045.75 Form PA-1500 Schedule H (Rev. 10-06) Copyright (c) 2009 form software only The Lackner Group, Inc. SCHEDULE H ' ~ FUNERAL EXPENSES AND ADMINtSTRgTlVE CDSTS continued ESTATE OF . C Vlola r FILE NUMBER 21-11-0263 AMOUNT ITEM DESCRIPTION NUM~cR • -1--:--s4ra41V@ COStS 1 ester of Wills -Filing fee for inheritance t~ morn Cumberland'County Reg' 2 Cumberland County Register of Wills -Reserve for filing of First and Final Accounting 3 Cumberland County Register of Wills -Short certificates 4 Cumberland Law Journal -Legal Advertisement 5 Valley Times-Star _ Legal Advertisement H-B7 Copyright (c) 2002 form software only The Lackner Group, Inc. 15.00 175.00 12.00 75.00 86.25 365.25 Form PA-1500 Schedule H (Rev. 6-98) ,ov.,o,t rr, i,z„e, ,. COMMCNIMEwTN ~ PE,,iN~VANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~~trt,eer. Clara E. SCHEDULE ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS FILE NUMBER 21-11-0263 .~a~-d w:senses. snt or to death that,smainsd unpaid at the dste of death, incwamp ..,.,o,•.-~-~ Report debts incurtsd by ~ decsd Pd i.~M DESCRIPTION NUMBER 1 Dr. Darryl K. Guistwite 2 Green Ridge village 3 Green Ridge village 4 Millenium Phcy Systems PSERS -Reimbursement of portion of April 2010 payment 5 TOTAL (Also enter on Line 10, Recapitulation) VAL TE OF DEATH 150.00 3,111.17 10,205.00 5.25 102.85 13,574.37 (If more space is needed, additional pages of the same size) Form PA-1500 Schedule I (Rev. 12-08) Copyright (c) 2009 form software only The Lackner Group, Inc. eccv=,a,a cn~ l ~'~-vat ~ H OF P ~S`~VANIA ' COMMOR ID ~D`~RN ESTATE OF SCHEDULE ~ BENEFICIARIES Jum er, Ciara E. NAME AND ADDRESS OF NUMBER PERSON(Sl RECEIVING PROPERT`f include outright spousal TAXABLE DISTRIBUTIONS distributions, and transfers I. under Sec 9116(a)(1.2)) Alta Marie ryn Read 210 Big Sp 9 Newville, PA 17241 FILE NUMBER 21-11-0263 RELATIONSHIP TO gHARE OF ESTATE AMOUNT OF ESTATE DECEDENT (Words) ($$$~-- '~-~NE HUNDRED Daughter PERCENT I ~ Total I Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover s IS NOT TAKEN NON-TAXABLE DISTRIBUTIONS: ~. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO T B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11 - ENl tr< I v ~ ^" •~" " - - -- Copyright (c) 2009 form software only The Lackner Group, Inc. 13 OF REV-1500 Guvr:rc ~r.~-~- Form PA-1500 Schedule J (Rev. 11-08) BANK March 9, 2011 Weigle & Associates PC Attn: Richard L Webber Jr, Esquire 126 E King St ~ ,57 Shippensbtlrg PA 7- • RE: Estate of Clara E Jumper Dear Mr. Webber The following information is being provided as per your request: Balance at Accrued Ownership Acct. Type Account No. Merest to D.O.D. D.O.D. Statement 9000135923 $13,442.34 $0.23 Individual Savings Account $1,562.50 $0.08 Individual Esteem 2153114 Checking Account Date Opened/Joint 12/27/05 11/2l/03 • i A~ii~3 ~,irl'pGYut0il S1G~l+ iliOtlfliitlv~il Should bL utYCCLeU i0 iiie RegiStYar 3iii1 Ti3nSlrc'+C t.0ili17ari1' u-quirie; c~:-~~'lilll g lease contact me at (717)339-5122. at 1-800-368-5948. If you need any additional information, p Sincerely, Barbara J W e ACNE Bank Deposit Servi s Representative II PO Box 3129, GsrrYSSttRO> PA 17325 I rHONe 717.334.3161 I rou rxea 1.888.334.2262 I acnb.com I acnbbusiness.com ;NT STATEMENT FROM :N RIDGE VILLAGE j~IM HEALTH CENTER ~ BIG SPRING 120AD ,EW1/ILLE, PA 1724=5a$6 . 117-776-8256 CLARA E JUMPER clo ALTA JUMPER ASSISTED LIVING 210 BIG SPRING RD NE1M/ILLE, PA 17241 Comments If you f ou have rec~ ---~- :' your ACCOUNT NUMBER Statement Date Due Date 61636GRV , , 05!3112010 Upon Receipt _____- __ _. _ ~ $10,205.00 AMOUNT PAID $ Please make check payable to GREEN RIDGE VILLAGE Remit To: GREEN RIDGE VILLAGE PO BOX 34309 NEWARK NJ 07189-4309 Please detach and return this. portion_with your remittance to the address above. pleas the Business Office at (7~ 7)~7? 8256'' Ina a c~ RESIDENT NAME FACILITY NAME CLARA E JUMPER SWAIM HEALTH CENTER $'10,205.00 r lan'ce;:- $10,205.00 ACCOUNT NUMBER 61636GRV ~`~ _- ~ ~ Balance Forward TOTAL BALANCE DUE: ~tDENT STATEMENT FROM GREEN RIDGE VILLAGE SWAIM HEALTH CENTER 210 BIG SPRING ROAD NE1M11L1:-E, PA 17241-9486 717-776-8256 CLARA E JUMPER clo CLARA E JUMPER 210 BIG SPRING ROAD NEWVILLE, PA 17241 Comments _ If you have any Statement Date Due Date 05/;,1(2010 Upon Receipt _.__ _._ _ -.=-... ~ =. ~ . ~ $3,111.17 a $3,111.17 $3,111.17 ,,.-~ni ~niT NUMBER RESIDENT NAME 207037GRVAL FACILITY NAME CLARA E JUMPER SWAIM HEALTH CENTER ACCOUNT NUMBER I 207037GRVAL ` J - ..~ ._.. AMOUNT PAID $ Please make check payable to GREEN RIDGE VILLAGE Remit To: GREEN RIDGE VILLAGE PO BOX 34309 NEWARK NJ 07189-4309 ~~N 0 9 2010 Please detach and return this portion with your remittance to the address above. --~ - statement, p e contact the Busin sssO~ e~ Thank7)ou!6-8256. ---~-- - -- ' ins regarding your ~w insurance cards lease brin a co to the Busines _ _ ...;,Payments ~ ~ Balance ' , ~~_ T. :4. -~ _ ~! Rate Chargesl J-- _- 1 _~ _~.,,.. , .... Da ~ .. _ , ~ ~.` ° (Credit) '~' f __ - ~: _ -- Balance Forward TOTAL BALANCE DUE: 1 1'J fi / .__ ~~# ~ `c~ 4.~ p (L Y" ~ ~#.} N c} r ~ ~' c~ [! u. ~.. ai _6~~ .- M LJ ~ ~ _J ~' itN('; c~ o Yt' ~~ ti. ~r ~ `, t^ Vii; .1 3 u~ 0 a~ .,~ ao a~ 0.i 4J M ~i •-I 5,~d0 ~ ~ n G G" .-+ ~ ~ O U v Q ~ P-i b ~ G O N .C Gl r-I J..1 r-I ~+ ~+ cA N ~ •rl U ~ ~ ~ U ~ U 1 =-.. f°;.• ./ ~ ~ ca ,F, "" ~ a ~ ~ ~ Q ~ a Q y ~.r ~ ~ ~ ~ ~ J.+ ~ y a a CJ ;a W ~