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Home My WebLink About04-03-12_.. , J 1505610101 REV-1500 ~t°~-1°~ PA Department of Revenue pennsyfvatNa Bureau of Individual Taxes °~"'"`"`"~°`"`""""" PO Box 28o6oi INHERITANCE TAX RETURN OFFICIAL USE ONLY County Code Year .File Number Date of Birth MMDDYYYY :09/11 /1975 ,. ~.._ _.___.r_ ~_.~ Decedent s First Name MI _... William ~ J ..........._. "'' "°' `°"'"°"'C Suffix Spouse s First Name ~,___~ __~ ~ _,r.~ _,..,.,,,..k __..._. ~~ Heather _ Spouse's Social Security Number _ _ _: _....... ~ .. _..... -..., . __, _.._., W ___.___. ls~- ~ ~7~~~3 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE _ REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Retum (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) i• 6. Decedent Died Testate (Attach Copy of Will) O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. 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 - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name r.. __ Daytime Telephone Number } ndrew C Sheely, Esquire ...... ..........._.... ~_...~ 717-697 7050 O r ................_ ............... ......... ...... _ _.,. _-_ REGISTER X77 E C'~ : Tj First Itne of addres ~7 j ~aC C > >'~ s t , ' 27 South Market Street w :~ _.. ~ as ~ ~ - -. ~ o cond hne of address ,. _ _.___ _ .. _.__ _ .._~ __. _ _ ........ _.......... ~` iT "~ .~ --- t . _. _ __ .__ _ _ .. P.O Box 95 .c-- ~~ City or Post Office State ZIP Code DATE FILED _._ chanicsburg , ~...... _......; PA 17055 Corretlipondent's e-mail aac~ress:andrewc.sheely@verizon.net Under penakies of perjury, I declare that I have examined this return, induding accompanying schedules and statemerns, and to the best of my knowledge and belief, it is true, ~rrect and complete. l~claration of preparer other than th l e persona representative is based on all information of which preparer has any knowledge. SIGN TURE OF PERSON R SIBL FOR FILIN RETURN rnrc A n .S Heather J. Weed, Executrix, 907 Old Silver Spring Road, Mechanicsburg, PA 17055 SIGNA E OF PRE R OT AN REP ESENTATIVE nAT p cc f ~I Z- Andrew C. Sheely, Esquire, 127 arket St., P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 150.5610101 1505610101 REV-1500 EX Page 3 Decedent's Complete Address: File Number DFn NT' NAMF ~ ~ _ ~/ O ~~ . William J. Weed S`TDCCT Ar1r1D000 907 Old Silver Spring Road c,~ - Mechanicsburg sTATFpA Z11 7055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments (1) A. Prior Payments $0.00 - - _ 6. Discount - 3. Interest Total Credits (A + B) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, Line 20 to re uest f d - q are un . (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE . (5) $0.00 ake check a able to: P Y REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS B " Y PLACING AN X" NV THE APPR 1. Did decedent make a transfer and: OPRI ATE BLOCKS, a. retain the use or income of the ro P party transferred :................................ b Yes No ........ . retain the right to designate who shall use the ro ~~~~~~~~~~~~~~~~~~~~~~~~~~~ P Party transferred or its income : ............................... c retain a r i ^ ............. . evers onary interest; or ......... ....................... d. receive the promise for life of either payments, benefits or care? ..•'.,.,.."....,.~~..~.~~...~.~~~~~.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 ^ r`.~a . If death occurred after Dec, 12, 1982, did decedent transfer ro P ~~ within one year of death I'~ without receiving adequate consideration? ................... . 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. 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 R AS PART OF THE RETURN. :. ~,F; ;. y~,,;, , :~:: 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 su 3 percent [72 P.S. §9116 (a) (1.1) (i)], rviwng spouse is 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 survivin s [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 disdopsure of assets ce d filing a tax return an: still applicable even if the surviving spouse is the only benefidary. 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)). • The tax rate imposed on -the net value of transfers to or for the use of the decedent's lineal benefidaries 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-1502 EX+ (11-08) ~ Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ECTeTC ne William J. Weed FILE NUMBER 21-11-0419 Ali real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real Property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. NUMBER VALUE AT DATE DESCRIPTION Of DEATH I• Decedent's real property located at 907 Old Silver Spring Road, Cumberland County, Mechanicsburo. PA 17055 Tax Parcel #1&22-0519-001.-U-M907 $112,200.00 2010 assessed value x 1.0 CLR $112,200.00 TOTAL (Also enter on Line 1, Recapitulation) I $ 112,200.00 If more space is needed, insert additional sheets of the same size. TaxDB~Result Details http://taxdb.ccpa.neddetails.asp?id=18-22-0519'001.-U. Detailed Results for Parcel 18-22-0519 001 - .-U-M907- in the 2010 Tax DistrictNo 18 ssessment Database Parcel_ID 18-22-0519-001.-U-M907- MapSuffix `~° HouseNo gip Direction ~`""~"~"° Street OLD SILVER SPRING ROAD Ownerl WEED, WILLIAM J C/O __,. ~ ...~_._._.~....____.._._.._.~_..... ProPTYPe R PropDesc .. -..- .,~..,w~.~ , LivArea 1172 CurLandVal 0 CurImpVal 112200 CurTotVal 112200 CurPrefVal -~...._.~.___~..~__.~..~.~..~~. Acreage ,00 CIGrnStat _~-- --~--~---_--.--- ..___.... TaxEx 1 SaleAmt 116200 SaleMo Oq SaleDa 22 SaleCe 20 SaleYr 09 DeedBkPage 200932766 YearBlt 1985 HF File Date 12/ 17/2009 HF Approval_Status A lofl 3/29/12,11:53 AM REV-1513 EX+ (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William J. Weed SCNEp1itLE ,1 BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 • Heather J. Weed, 907 Old Silver Spring Road, Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustae/s- Spouse FILE NUMBER 21-11-0419 AMOUNT OR SHARE OF ESTATE 100% Rest, Residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV 1500 COVER SHEET s (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF WILLIAM JOHN WEED Dated: May 10, 2009 Prepazed by: Office of the Staff Judge Advocate 1 LT Michael Volk Building 7-1 Ft. Indiantown Gap, PA 717-861-8635 ^ ` J ...~ C~ ~ _ ~ ~ ~- _ m C~7 ~ -l3 C'~ ' ' i f 1 E r ~~ ri'1 ~:n~ -- -7 :"7 ~~~ ~ ~= ~~ o LAST WILL AND TESTAMENT OF WILLIAM JOHN WEED I, William John Weed, a resident of the Commonwealth of Pennsylvania, make publish and declare this to be my Last Will and Testament, revoking all wills and co ' time heretofore made by me. dlcils at any FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similaz takes a 1 to property included in my estate, whether or not passing undei. this will, an3d an ~~ r~~t Penalties thereon, shall be paid out of my resid Y Interest or right of reimbursement from any recipient of anysuch p op~y thout apportionment and with no SECOND: I give all tangible personal property owned by me at the time of m death, including without limitation personal effects clothin y household goods, automobiles and other vehicles, and all ri g'~ ewehy, funllture, fiuYUShings, ~surance policies, to my wife Heather J. Weed, if she survivess me.~t I have under any related THIRD; I give all the rest, residue and remainder of my prop~y and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shal manner entitled at the time of my death (collectively referred to as my "resid 1 be in any follows: uary estate"), as (a) If my wife Heather J. Weed survives me, to my wife outright. ro) ~ my wife does not survive me, m distributed to those of Brooke Roland, Wya t yorletts,l Willow Yorletts and K a McElwain who survive me, in equal shazes. yr (c) If none of the beneficiaries described in clauses (a) and (b) above shall survive me, then I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of m residuary estate, and a resident of the Commonwealth of Pennsylvania. Y FOURTH: If any property of my estate .vests in absolute ownershi in a ' incompetent, my Executor, at any time and without court authorization ma ; P minor or whole or any part of such property to the benefici Y distribute the education, maintenance and support of the benefici ~ or use the whole or any part for the health, ~az'~an, committee or other legal representative of the ban fibute the whole or any part to a beneficiary under any gifts to minors or transfers to minors act, or to the erson oro~an for the P persons with '--- ~=' ~ ~~ ~~_ whom the benefici ary resides. Evidence of an by the person to whom the distribution is made shall bel ~fubll ~On or the receipt therefor.executed liability with respect thereto, even thou discharge of m is a minor, my Executor may defer the distnbuEo of the `,~, Y Executor from any the benefici y. be such person. If such beneficiary ~' attauis the age of eighteen 1 g hole or any part of such ro ert for the benefici ~ )Years, and may hold the same as a s P Y until dies before a ~ wig all of the pow, described in eparate .fund Ong said age, any balances Article SIXTH hereof. If the beneficiary beneficiary, half be Pad and distributed to the estate of the ~k'1'H' I a y wife Heather J. Weed to be Executor shall be required to fiiemorm fiunish any bond, surety or other S~uxlelcutor. I direct that no SIX'I,H. I ty in anyjt~sdiction. Penns Ivania grant to my Executor all Y Probate, Estates and Fiduciaries Code ~ veers conferred on executors under the all powers conferred upon executors wherever my Executor ma ed' or any successor thereto, and power to retain, sell at public or Y act. I also otherwise deal with an Private sale, exchan a grant to my Executor y kind of property, real or g 'grant options on, invest and reinvest, and and encumber or pledge an personal, for cash or on credit; to borrow, money of property; to com ro Y Property to secure loans; to exercise all powers of an absolute owner attorne P raise and release claims with or without consideration; and to em Ys, accountants and other persons for services or advice. The term "Exec used herein shall .mean the executors, executor, executrix or .Ploy time. administrator in offi et from herever time to SEVENT$: I direct that for purposes of this will a benefici to predecease me unless such beneficiary survives me by more than ary shall be deemed thuty days. IN ~'VITNESS HEREOF, I, William John W~ and declare this instrument as my last will and testament this 10th da Y 2 G sign. my name and publish o#iMay, 2009. weed C~ ~l~ The foregoing insirwnent was signed Weed, the above-named Testator, to be ~ Published and declared b present at the same time his last will and testament in om. Y William John other, have subscribed o~annd we, at his request and. in presence, all being ames as wit„P~~e.. his Presence and in the presence of each > on the date above written. ~ address at r fi`Sdura~ - ,SZ ~ having ~ address at INI,e~,lr,A,,,.; crg,b ~t~' ~~~, 3 COMMO~EALTH OF PENNSYLVANIA, CONY OF ~ ~ r1 p ~I , ss. We, the Testator and the witnesses, whose names aze signed to the attached or foregoing instrument, being first duly sworn, do hereby declaze to the undersi ed au the Testator, William John Weed, signed and executed said ins gn thority that testament in the presence and hearing of the witnesses, and that he ated ~a~ ~d t will and was his last will and testament, and that he had si ed willin ~trurnent free and voluntary act and deed for the gn glY~ and that he executed it as his at the request of the Testator, in the presence and hearing of the Testator and aof the witnesses the will as witness, and that to the best of his or her knowledge the Testator was t Vie' signed least eighteen years of age or emancipated, of sound mind and and no constrain duress~e at or undue influence. ~ ~ ,fraud print: N,` i ~~ Witness d~lc. Subscribed, sworn to and acknowledged before me by the said William John Weed, Testator, and subscribed and sworn to befor,~ me by the above-named witnesses, this 10th day of May, 2009. ~I Notary expires on ACKNpWI,EDGMENT AND AFFIDAVIT ~~~.t~ NoleA~l ~r~ MnN6eti MwM-- ~tw~ow ~~. William John Weed _.. Testator G