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Home My WebLink About04-13-12-~ REV-1500 Ex (o,-,o> 15D5610143 `l~" PA Department of Revenue OFFICIAL USE ONLY Pennsylvania count Bureau oflndividualTaxes DEPARIMENTOFREVENUE yCdde Year File Number Po Box.2aosol INHERITANCE TAX RETURN ~~ 1 12 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW ~ Social Security Number Date of Death Date of Birth 13 2012 09 07 19:?0 Decedent's Last Name Suffix Decedent's First Name MI WIMER FRANCES M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name' MI Spouse's Social Security Number le, PA 17013 FILL IN APPROPRIATE OVALS BELOW ® 1. Original Return ^ 2. Supplemental Retum ^ ;l. Remainder Return (date of death ^ 4. Limited Estate ^ qa Future Interest Compromise prior to 12-13-82) (date of death aster 1z-12-B2) ^ 5 Federal Estate Tax Return Required ® g Decedent Died Testate (Attach Copy of will) ~ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes ^ 9. Litigation Proceeds Received ^ 1 p. spousal Poveny Credit (date of death between 12-31-91 and 1-1-95) ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE Nam COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION S e HOULD BE DIREC TED TO: ROBERT C SAIDIS Daytime Telephone Number .. 717 243 ~-f222 _' ~„ ~~' . .. '. , ~ REGISTER OF ~~='f'~E O~y ~. ~ ~ a ` it First line of address ~ ~-= _:? frJ ' - - _ _ 2 6 W HIGH STREET ! `..~~-,~ ~:; r ? Second line of address .-'~ -~ ~-~' r"` ' D ~'a _~n .t- City or Post Office State ZIP Code DATE FILED CARLISLE PA 17015 Correspondent'se-mail address: rSaIdISQeSSr-attOrneyS.COm 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. DeGaration 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 r~c~ - Judy L Minnich C7/_/~ ~~ ADOI~s / 53 Strawberrry [ SIGNATURE OF PREPARER ADDRESS 26 W. Hi,dh` Str~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Robert C Saidis le, PA 17015 _JZ-/Z. Side 1 L 15D561D143 15D561D143 J 1505610243 REV-1500 EX Decedent's Social Security Number Decedents"ame: WIMER, FRANCES M. 1 RECAPITULATION 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 & Notes Receivable (Schedule D) ........................ ............................ ... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule Ej ............. . 5. 8 3 1 6 8 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............ . 6. 1 1 16 4 7 2 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property , (Schedule G) ^ Separate Billing Requested ............. 7. 8. Total Gross Assets (total Lines 1-7) ................ ...... ............................................. 8. 1 1, 9 9 6. 4 0 9. Funeral Expenses & Administrative Costs (Schedule H) ............................._ . 6 , 9 8 8 . 5 3 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. . 10. 5 2 5 . 0 0 11. Total Deductions (total Lines 9 & 10) ....... ......................._.............................. . • ••• 11. 7 , 513.5 3 12. Net Value of Estate (Line 8 minus Line 11) ... ....................................................... 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which . 12. 4 , 4 8 2 8 7 an election to tax has not been made (Schedule J) ........ ...................... . ............... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13) ............................... . _.............. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE 14. 4 , 482.87 RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .045 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 4, 4 8 2. 8 7 18. 672.43 19. Tax Due ........................................ .......................................... 19 ........-_................... . 6 7 2. 4 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505610243 1505610243 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Wimer, Frances M. STREET ADDRESS 53 Strawberry Drive CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments 6 3 8.81 B. Discount 33.62 3. Interest File Number 21 - 12 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 2 Line 20 to request a refund STATE ZIP PA 17013 (1) 672.43 Total Credits (A + B) (2) 6 7 2.4 3 (3) 0.00 (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE (5) ~ , 0 0 Make Check Payable to: REGISTER OF WILLS, AGENT. ~ ~ .r,.., r ~., r: n ,'~*4 a 'r; ~n.iav~.'~:.. aL:x~>3 n.ucvt,::;~ . 'i »~...~..;a' _ '°a~.> 'F ""~„` 3... . 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 :.................................. ^ retain the right to designate who shall use the property transferred or its income :................................ c. retain a reversionary interest; or ............... x 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 x receiving adequate consideration?........ ^ ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at hiis 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 IT AS PART OF THE RETUR r 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 January 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)j. 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 re urn 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 ears 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) (y.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)]. • sibling is definedounder Sectiont9102eas am lndividua~who h sat leafst oneepatlenttin common withPhe decedent, wh§ethes by)bloocf or adoption. SCHEDULE E i CASH, BANK DEPOSITS, & MISC. COM NHERV ITANCE TAX RETURN ANIA I PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Wimer, FrarlceS M. FILE NUMBER 21 - 12 Include the proceeds of litigation and the date the proceeds were received by the estateAll property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF - DEATH 1 Refund from Highmark 741.99 2 Refund from Highmark 35.30 3 Refund from Mutual of Omaha 54.39 TOTAL (Also enter on Line 5, Recapitulation) l 831.68 r SCHEDULE F COM NHERITANCE TAX RETURN ANIA JOINTLY-OWNED PROPERTY ~ RESIDENT DECEDENT ESTATE OF Wimer, Frances M. FILE NUMBER 21 - 12 If an asset was made joint within one year of the decedent's date of death, it must be re ported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS Judy L Minnich RELATIONSHIP TO DECEDENT - . 53 Strawberry Drive i A Carlisle, PA 17013 n ece _ JOINTLY OWNED PROPERTY: E N p p ITEM LETTER DATE Include name o~ fina vial In~titutlo na pd bank account numb rDATE 01= DEATH % OF DATE OF DEATH NUMBER ~ FOR JOINT MADE or similar identifying number Attach d TENANT d f ' . ee or ointl held real VALU JOINT j y- - estate DECD S VALUE OF E OF ASSET . 1 A 11/19/2001 Sovereign Bank Account No. 2894021498 (see INTERES I DECEDENT'S INTEREST ~5,7a8.s9 50% j attached letter) 7,874.35 I 2 A 102/20/2001 Sovereign Bank Account No. 1701022648 (see x,580.74 50% attached letter) 3,290.37 TOTAL (Also enter on line 6, Recapitulation) I 11,164.72 SCHEDULE H ~ . COMMONWEALTH OF PENNSYLVANIA ~ /~~"y'~~~A'c~`~'p`~~'~LJ Y~7Gv7 OC IN RESIDENT DECEDENTRN i r~LJ~Y~~I YIJ 1 R~rnE ~~ ESTATE OF Wimer, Frances M. FILE NUMBER 21-1~ _ Debts of decedent must be reported on Schedule L ITEM NUMBER ~ FUNERAL EXPENSES: DESCRIPTION I AMOUNT A• 1i Ewing Brothers Funeral Home, Inc. I 6,223.53 B. 1. 2. 3. 4. 5. 6. 7. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) ~ Street Address City State Zip Year(s) Commission paid Attorney's Fees to Saidis, Sullivan & Rogers (estimated) 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 Probate Fees to Register of Wlls Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs 750.00 15.00 TOTAL (Also enter on line 9, Recapitulation} 6,988.53 SCHEDULEI ' ~ I DEBTS OF DECEDENT, MORTGAGE COM NHER~ANCEOTAX RENURN ANIA ~ LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF Wimer, Frances M. ~ FILE NUMBER I21 - 12 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Saidis, Sullivan & Rogers 525.00 TOTAL (Also enter on Line 10, Recapitulation) 525.00 REV-1513 EX+ (11-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ' ESTATE OF tamer, Frances M. SCHEDULE) BENEFICIARIES NUMBER ~ NAME AND ADDRESS OF PERSON(S) RE DECEDENIT TO RECEIVING PROPERTY Do Not List Trustee(s) I, (TAXABLE DISTRIBUTIONS[include outright spousal ~ distributions, and transfers ~ under Sec. 9116 (a) (1.2)) 1 j Judy L. Minnich niece i 53 Strawberry Drive ~ Carlisle, PA 17013n II. FILE NUMBER 21 - 12 SHARE OF ESTATE ~ AMOUNT OF ESTATE (Words) ~ ($$$) 100% estate Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 covelr sheet, as appropriate. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER 0.00 ~~~~ z11 ~t~ `~e~~~xttez~t OF FRANCES M. WIMER I, Frances M. Wimer, a resident of 309 Donna Lane, York, York County, Pennsylvania, declare this to be my Will and revoke all prior Wills and Codicils. FIRST: I order and direct that all of my just debts and funeral expenses be paid by my hereinafter named Executor as soon after my decease as may be found convenient. SECOND: It is my intent to enclose with this, my Last Will, a list of specific bequests, dated and signed by me, at the end thereof. I direct that the same effect shall be given to the bequests contained in such list, as though they had been set forth specifically in this, my Last Will, despite the fact that such list bear a date, earlier, or later than, the date of execution of this Will. In the event that the disposition of tangible personal property in such list is in conflict with any other provision for disposition of tangible personal property under this, my Last Will, I direct that the list shall take .priority over any other=.inconsistent provision. In the event that more than one such list is in existence on the date of my death, the list bearing the latest date shall be the one authorized as my direction for distribution, and no prior list shall be recognized. Distribution shall be made only to listed persons who survive ine. The specific bequests shall include the insurance ~~~~`'Ur~,~-"~','~ , CG'~~-t-- (SEAL) FRANCES M. WIMER thereon, if any. If I leave no such list enclosed with this, my Last Will, or in my safe-deposit box, it will be because I have changed my mind about leaving such list, and my personal representative may disregard totally this provision of this Will concerning such a list. THIRD: I give, devise and bequeath all of my estate„ of whatsoever kind and description and wherever situated, to Judy L. Muinich, of Carlisle, Pennsylvania, or her issue per stirpes. FOURTH: I hereby nominate, constitute and appoint Judy L. Minnich, as the Executrix of this, my Last Will and Testament, and I do direct that no bond shall be required of such Executrix hereunder. My said Executrix shall have full power at her discretion to do any and all things necessary for the complete administration of my estate, including the power to sell, at public or private .sale and without order of Court, any real or personal property belonging to my estate, and to compound, compromise or otherwise to settle or adjust any and all claims, charges, debts and demands whatsoever, against or in favor of my estate, as fully as I could do if living. IN WITNESS V~I~REOF, I, the said Testator, have to tlus my Last Will set my hand and seal this ~ day of March, 2001. -rL~~~~ ~v.~~c~ (SEAL) FRANCES M. WIMER -2- Signed, sealed, published and declared by the above-named Testator, as and for her Last Will and Testament, in the presence of us, vvho, at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. ~; s ,. ,.. ~ ~` ~~g .r.r-- ,/r li'L C~"L f~ ~~= ~c~ t-tC'~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK I, FRANCES M. WIlVIER, the Testator, whose name is signed to the attached or foregoing Last Will and Testament, having been duly qualified according to law, do hereby acknowledge that I signed and executed my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. r FRANCES M. WIMER Sworn and subscri d to befo e this day of _ - ~(~-2Q01. ~OT~RY My corrunission expires: t`otartet Seal ~~ Lana R. flastor, Notary Pubfic ~ York, 1'txk CouniY My Commission Expires ~lov. 10, ~'OG3 I Member, PennsyNaniaAssa;iaticnotPdoia;;es -3- COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK We, the undersigned witnesses whose names are signed to the attached or foregoing Last Will and Testament, being duly qualified according to law, do depose and say that we were present and saw the Testator, sign and execute her Last Will and Testament, that the said Testator signed willingly and that she executed it as her 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 knowledge the Testator, was at that time eighteen or more years of age, of sound mind and under no constraint or undue nlfluence. ~~ . ' -, ~. Sworn and subsc ' , d to be re e, this ~ day of , 2001. ~ r .~ OT Y PUBLIC My Commission expires: ~~ 1L~otQrial Seal I ~ 'iUrk, Yort; ~;rxrrri~r m~ ufy Gnmmi~slcx~ ~x{~iroa Msi~a 14, ?Q(l3 M~m~ t~~~~sYh'~~Asscn;lolioncitNot~~riEs -4- Sovereign Court Ordered Processing 1 Decedents - MAI-MB3-02-10 - P. O. Box 841005 -Boston, MA 02284 - March 6, 2012 = Judy L Minnich 53 Strawberry Drive Carlisle, PA 17013-4441 RE: Estate of: Minnie F. Winer Date of Death: 01/13/2012 - Dear Ms. Minnich: Z _ Per your request, enclosed please find the account information as of the date of death - for the above-named decedent. For your information, accrued interest is not included in y the date of death balance. Y Please feel free to contact me if I can be of any further assistance. Very trul yours, Donna M Lon Y Lead Sp cialis Z Phone: 61 - 14-5189 Fax: 617-533-1931 ~~ 0 C• F 3 U e Z Sovereign Bank ESTATE OF Minnie Frances Wimer SOCIAL SECURITY #: 159-24-8550 DATE OF DEATH: January 13, 2012 Account #: 1 70 1 022648 Type: Checking Open date: 2/20/2001 In the name of: Frances Wimer or Judy L Minnich Date of Death Balance: $6,580.74 Int.(YTD) from 1/1/2012 to 1/13/2012 . _ $0.00 Accrued interest to date of death: $0.03 Other Info: Account #: 2894021498 Type: Statement Savings Open date: 11/19/2001 In the name of: Frances Wimer or Judy L Minnich Date of Death Balance: $15,748.79 Int.(YTD) from 1/1/2012 to 1/13/2012 _ $0.00 Accrued interest to date of death: $0.90 Other Info: Account Closed 01/30/2012 Page 1 of 1