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HomeMy WebLinkAbout03-14-12 (2)J 1505610140 REV-1500 °` ""°' PA DaparYraettt d Rsverttrs oFFIaA1. UslE Ot!~Y Buroau d Irtdiridual Tatat's fNNERfTANCE TAX RETURN Catargr Code Year fie Number Po cox 2606D1 2 1 1 ]. 1 3 6 8 lierriebrrp. PA 171280601 RESXfENT DECEDENT ENTER DECEDENT MIFORMATION BELOW Social SecurNy Number Dale of Dean MYOD1rY1rY Dale d Kith I~DYYYY 3 6 6 2 4 2 0 5 3 0 9 2 9 2 0 1 1 0 7 3 1 1 9 2 8 Decederd's Last Name StrlSx DeoedertCs First Nttrrte MI C H R O N I S T E R J O H N F (If App{icaWs} Enbr Survivh+y Spaase's Ml!ormatiort Below Spouse's Last Name SutPot Spots Fast Name AAI Spot~e's Social Security Number THl3 RETURN MUST BE FlLED IN DUPL.fCATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW © 1.Original Bataan ^ 2. Supplemental Retum ^ 3. Rernaiadsr Return (date of death prior b 12-13-62} ^ 4. t.knlled Estate ^ 4a. Fuhae lnlerest Compromise (dab of ^ 5. Federal F_stale Tax Retum Required death alter 12-12-82) ® 6. Decedent Hied Testate ^ 7. Decsderrt Maittairred a Livirt8 Trust 0 ~ Total Number of Safe Dsposit Boxes (Attach Copy d Wig (Aifada Copy of Tnmq ^ 9. Litigation Proceeds Receive d ^ 10. Spousal Po+raty Credit (dba d death ^ 11. EJsrAiort to tax under Sec. 9113(A) babneerr 12-31 91 and 1-1-95} (Attach Sch. O} CORRESPONDENT -THIS SECTION t1SIST 8E t~OIMLET®. ALL AID COf80ElI11Al TA1t 8i+01t11ATgN SHOIi.D ~ 06tECTEO TO: Name Daryline Tebpitotte Number S U S A N H C 0 N F A I R 7 1 7 ~6 3 1 8 3 ..~ USE Y ~ ~ ~ C _ ; First line d address ~ ~ ~ .~' { l~ a ~ 2 3 3 1 M A R K E T S T R E E T V~ ~ s C~U~~t `-i - . =~ ~ ~ Second Yrrre d address ~ ~ ~ t ` ~' - -- °- ~, .. j ,,,~ ,.~,, , t~ tn~r -cam: C A M P H I L L P A 1 7 0 1 1 Ca~rrespaxNrtt's e~raeil addt~: TCONFAIRZREA6ERADtERP~C011 Under penaless d perj~sy, t dscmre tint i have exemirnd 11ris relent, itdrrdrp ~ adrsdtdes and allhnranb~ and p ifts bestd my IatawNdge and belief, it fs true, Cq-act and Corrrpkis. DeGaraYon d praparar oersr Aran we penarsl rs band an ail idorrrrsice d Mrrd~ prepwar has any lerowbtipe. SIGNATURE OF PERSON RESPONS~LE FOR F~aIG RETUFW ~ DATE ADDRESS 6828 AVERBACH COURT _ _ _ W_ARREMTON ___ VA 'e~0187 SIGNAT'iJRE OF Pt~ARt7t oTtiER TFUW MTATtVE _ /._ 2331 MARKET STREET CAMP HILL PA 17011 PLE!-SE USE ORIGINAL FORM ONLY 15056]0140 Side 1 1505610140 J J 1505610240 REV 1500 EX Decedent's Sodal Security Numbsr o.oedsnesNar~s: JOHN F. CHRONISTER 3 6 6 2 4 2 0 5 3 RECAPITULATION 1. Real EstaM (Schedub A) ......................... ................ 1. • 2. Stocks and Bonds (Sc~edub B) ...................................... 2. • 3. Ckx~ey Hsld Corporation, Partnership or Sob-Proprietorship (Schedub C) ..... 3. • 4. Mor~ages and Notes Reoaivabb (Schedub D) .......................... 4. • 5. Cash, Bank Deposits and Miscelbneous Personal Property (Sa,edub E)....... 5. 6 1 8 6. 0 0 6. Jointly Owned Property (Schedub F) ^ Separate Billing Requested ....... 6. • 7. Inter: Vinos Transfers >~ Miscellaneous N -Probate Property (Sdredub G) ~] S Billi t R epara e ng equested ....... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 6 1 8 6. 0 0 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9. 3 1 0 9. 5 0 10. Debts of Decedent, Mortgage Liabilities, and Liens (Sehedub I) ............. 10. 2 3 2 8 7 4. 2 4 11. Total Dsducttons (total Lines 9 and 10) ............................... 11. 2 3 5 9 8 3 . ? 4 12. Nst Value of Estate (Line 8 minus line 11) ............................ 12. ~ 2 2 9 ? 9 7. 7 4 13. Char#abb and Govemrrbntal Bequests/Sec 9113 Trusts for which an ebdion to tax has not been made (Schedub J) ...................... 13. 14. Net Value SubJsct to Tax (Line 12 minus Line 13) ................... . 14. ~ 2 2 9 7 9 7 . ? 4 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabb at thq spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxabb at tinsel rate x .o _ 0. 0 0 1 i3. 0. 0 0 17. Amount of Line 14 taxabb at siblkp nrte x .t2 0. 0 0 17. 0. 0 0 18. Amount of line 14 taxable at collateral rate X .15 0. 0 0 18. 0. 0 0 19. TAX DIIE ......................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 1505610240 1505610240 0. 0 0 J REW1500 EX Pape S Decedent's. Collnplete Address: FIM Number 21 11 1368 OECEDEt~lt'S JOHN F. CHRONISTER STREET ADDRESS 442 WALNUT BOTTOM ROAD CITY CARLISLE- STATE PA ZIP 17013 Tax Payments wind Credits: 1. Tax Due (Page 2, Line 19) 2. Credi~/Paymens 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. F~ in oval on Papa 2, Line 20 b request a refund. 5. ff Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) 0.00 Total Credits (A + g) (2) 0.0 0 (3) (4) 0.00 (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BL~KS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transfemed : .....................................................................: ^ b. retain the right to designate who shall use the property tr~sferred or its income; .............................. ^ c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ 2. If deathoa;urred after December 12,1982, did decedent transfer property within one year of death wNhout reoehring adequate consideration? ............:.......................................................................... 3. IKd decedent own an "in trust for' or payable-upon~eath bank account or security at his or her death? ......... ^ 4. Did deoedentown an individual retirement acxount, annuity or other non-probate property, which contains a berrefidary designation? .....................................:............................................................ ^ IF THE ANSWER'TD 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 aft 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.& §9116 (a) (1.1) (i)j. For dates of death on or after Jen.1,1995, the tax rate imposed on the het value of transfers tp or for the use of the surviving spouse is 0 percent (72 P.S. §9116 (a) (1.1} (N)j. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax retum`are sdN appNcat>le even if the surviving spouse is the only benefiaary. 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 a a st~paeertt of the child is 0 percent [72 P.S. §9116(a)(1.2)j. • The tax rate imposed on the net vale of transfers to or for the use of the decedent's lineal benefiaaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [T2 P:S. §8116(a)(1)j. • 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)(1.3jj. A sibNng 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 EXt (11-10) Pennsylvania DEPARTMENT OF REVEL SCHEDULE E CASH,. BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: JOHN F. CNRONISTER 21 11 1368 krrdude tre M and tie des the p~0p~~ were rooehred bt-1hs rristads. AN awned wNh of suwivonhip swat be dhcletad oR Sche~M F. -ITEM VALUE AT DATE NUMf~R DESCRIPTION tJF DEATH 1. PNC BANK, N•A• -CHECKING ACCOUNT •5140241255 6,136.00 600 GRANT STREET PITTSBURGH, PA 15219 2• PERSONAL PROPERTY 50.00 TOTAL (Also enter on Una 5, Rec~pitulatJon) S 6 ,18 6.0 0 ff more space is needed, insert additional sheets of paper of the same sine REV-1511 EX+ (10-OS) pennsylVania INHERITANCE TAX RETURN RF.tilpEt~iT oEt~oa+T SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS rsrwTe c>F FEE NUMBER JOHN F• CHRONISTER 21 11 1364 DecadaiC: debts must be nporbed on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: L B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)ofPe~sonelRepresentativve(s) STEPHEN M• CHRONISTER 500.00 StreetAddness ba28 AVERBACH COURT City WARRENTON State VA ZIP 2018? Year(s) Commission Paid: 2012 y, AtbmeyFees: REALER 8 ADLER, PC 2,500.00 3. Family Exerr~tlon: (if deoedenCs address is not the same as daimanCs, attach explenation.) ClaGuant Street Address City State ZIP Relationship of Claimant to Decedent 4• Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 109.50 5. Accourrlent Fees: 6. Tax Retum Preparer Fees: 7. TOTAL (Also enter on Una 9, Rec~itulation) I _ H more space b needed, use addidonai sheets of paper of the same sine. REV-1512 EX~ (12-08) p~ninsylvania DEPARTMENT OF REVENUE eAaC~rNCRETURN Rtswr~to~cEOa+r SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS FILE NUMBER JOHN F• CHRONISTER 21 11 136b Report debt Mwmd by the decedent prbr bo d~th that remained unpaid at the dabs of death, brcludhrg unrebnbureed medical . ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. (PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE CLAIM CISe: 240151054 232,b74.24 TOTAL (Also enter on Line 10, Recapitulatlon) I : If more space b needed, ~sert additional shee(s of the same sine. REV-1513 EXt (01-10) Pennsylvania SCHEDULE J ~P°F~""E BENEFICIARIES iw r~x ~euu F_ ~uRAYTQTCR ~,_ ,.,. ,_~u RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tn~stee(s) OF ESTATE I. TAXABLE DISTR~UTtONS (Induda dfe6r~uYons and transteB under Sec, 91'T6 (a (1.2].] 1. RYAN M• ZIMMERMAN -GRANDCHILD Lineal 0.OD 34.4 SOUTH WASHINGTON STREET MECNANICSBURG, PA 1?055 2• KRISTEN A• ZIMMERMAN -GRANDCHILD Lineal 0.00 15 WAYNE ROAD CAMP HILL:, PA 17011 3• SHAWN M• ZIMMERMAN -GRANDCHILD Lineal 0•DO 15 WAYNE ROAD CAMP HILL, PA 17011 4• JOSEPH L• KOPROSKI - GRANDCHILD Lineal 0•DO PO BOX 1713 RAEFORD, NC 283?6 ENTER DOLLAR AMOUNTS FOR. DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-3AX+~BLE 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. : N more space is needed, use additieon~ sheets of paper of the same size. ' 1~- MM -~~ ~ _ ~ . _ J~T 1 LAST WILL AND TESTAMENT -n ~ a a cn ~~ ~ o, BE IT REMEMBERED THAT I, JOHN F. CHRONISTER, a resident of York County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declaze this to be my LAST WILL and TESTAMENT; hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am not married and that I have two (2) children, LINDA KAY RUSSELL, born Febniary 18, 1946 and KIM ANN ZIlvIl~ZERMAN, born October 16, 1957. I fiuther declaze that I have four (4) grandchildren, namely JOSEPH KARPOSKI; RYAN ZIlVIIvIERMAN, KRISTEN ZIlVIIviERMAN and SHAWN ZIlvIlviERMAN. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part. of the expense of the administration of my estate. IV It is my desire that there not be a viewing and that I be cremated. V I give, devise and bequeath all the remainder of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my four (4) grandchildren in equal shares. If any of my grandchildren are over the age of eighteen (18) then they shall receive their shaze an the date of distribution of my estate. If any of my gtandchddren are under the age of eighteen (18) then the shaze which is to go to that grandchild shall be hgld in trust by my sister, BARBARA ANN EICHELBERGER, until such time as the child reaches age eighteen (18). On each of my grandchildren's eighteenth (18'x') birthday they will receive that portion of this Estate that was put in trust for their benefit. If BARBARA ANN EICHELBERGER is unable or unwilling to act in that capacity then I appoint my brother, STEPHEN M. CHRONISTER as Trustee. VI I nominate, constitute and appoint my sister, BARBARA ANN EICHELBERGElt as Executrix of this Last Will to serve without bond. If my sister, BARBARA ANN EICHELBERGER is unable or unwilling to act in that capacity then I appoint my brother, STEPHEN M. CHRONISTER as Executor of this Last Will to serve without bond. IN WITNESS WHEREOF, I, JOHN F. CHRONISTER, have set my hand to this LAST WILL this ~ ~~ day of .~~,~,~~ , 199'( . ~~ J F. CHRONISTER Signed, sealed, published and declared by the above-named JOHN F. CHRONISTER, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscn~bed our names as witnesses. --~..~ ~; 2 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, JOHN F. CHRONISTER, Testator, whose name is signed to: the attached or foregoing. instrument, having been duly qualified according to law, do hereby aclrnowledge that I signed and executed the instrument as my LAST WILL; that I signed it as my free and voluntary act for the purposes therein expressed. F. CHRONISTER to and aclrnowledged before me by JOHN F. CHRONISTER, Testator, ~u.~~i , 199 f . N AFFIDAVIT _~~.., Norrw s..~ w Cemwex Notary puppo E a, TH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We, ~ . /~~Ql'/~. ~~ l~m~S and ~L' ~ ~$`~~/~ , the witnesses whose names are signed to the attached or foregoing instrtttnent being~uly qualified acrnrding to law, do depose and say that we were present and saw Testator sign and execute the instrument as his LAST WILL; that JOHN F. CHRONISTER signed wfilingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our lrnowledge, the Testator was at the time 18 years of age or more, of sound mind and under no constraint or undue influence. / ~ t'4~-~ -- Sworn or affumed to and aclrnowle~ged before me this /~ay of ~Gt.11 ~ , 199 9 ' 3