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Home My WebLink About03-22-12• ~ 150.,5610143 REV-1500 Ex,o,_,o, PA De artment of Revenue OFFICIAL USE ONLY P pennsylvania county code rear File Number Bureau of Individual Taxes °~"""""°"*~ Po Box.2aa6ot INHERITANCE TAX RETURN 21 10 10 95 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 205 36 8525 09 16 2010 03 23 1945 Decedent's Last Name Suffix Decedent's First Name MI WILLIS WILLIAM K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI WILLIS MIMA K Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ qa, Future Interest compromise ~ 5. Federal Estate Tax Return Required (date w death seer z-, z~z, g Decedent Died Testate ~ T Uecedard Mairr~~tt8lned a Living Trust 8. Total Number of Safe De sit Boxes (Attach Copy of Will) (Attach Copy M Trust) Po 9. Litigation Proceeds Received ~ 10. SBefI P~ a,i ~~a sit ~detse5of death ~ t t. Election to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL Name JERRY A WEIGLE ESQUIRE First line of address 126 EAST KING STREET Second line of address City or Post Office SHIPPENSBURG AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number 717 532~j 7388 ~a State ZIP Code PA 17257 ycis N -, rv r~ ~ C7 ~ r`~ , -n O~ yTy D~ ~ ~ ,~_ ~~ .z~- DATE FILED L'3 Correspondent's a-mail address: Under penakies of perjury, I deGe that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and~lete. Decoration of proparer other than the personal representative is based on atl information of which preparer has any knowledge. Mime J. Willis ._'Z/~ IGNAT RE REP ER OT ER THAN REPR SE THE DATE I ~ erry A. Weigle Esquire ~ - 2 / ^- / 126 East King Street, Shipaensburg.IPA 17257 V Side 1 1505610143 1505610143 J ~'~ 1505610243 REV-1500 EX Decedent's Social Security Number racedaM•s Nama: Willie, William K. 205 36 8525 RECAPITULATION 1. Real Estate (ScheduleA) ...................................................................................... . 1. 248 , 800.00 2. Stocks and Bonds (Schedule B) ............................................................................ . 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)........ . 3. 4. Mortgages 8 Notes Receivable (Schedule D) ....................................................... . 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .............. . 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous f~oq Probate Property (Schedule G) u Separate Billing Requested............ 7. t3. Total Gross Assets (total Lines 1-7) .................................................................... . 8. 2 4 8, 8 0 0. 0 0 9. Funeral Expenses 8 Administrative Costs (Schedule H) ....................................... 9. 8 , 142.50 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 665.75 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 8 , 808.25 12. Net Value of Estate (Line 8 minus Line 11) .......................................................... 12. 239 , 991.75 t 3. 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. 2 3 9 , 991.75 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 239 991.75 (a)(1.2) X .00 r 15. 0.00 16. Amount of Line 14 taxable 0 00 16 0 00 . at lineal rate X .045 . . 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 0.00 18. Amount of Line 14 taxable 0.00 at collateral rate X .15 18. 0.00 19. Tax Due ................................................................................................................. . 19. 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505610243 1505610243 J REV-7500 EX Page 3 Decedent's Complete Address: File Number 21-10-1095 DECEDENT'S NAME Willis, William K. STREET ADDRESS 1267 Ritner Highway CITY Shippensburg STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments 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. Check boz on Page 2 Llne 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (~) Total Credits (A + B) (2) (3) (4) (5) 0.00 ~.~~ Make Check Pa able to: REGISTER OF WILLS AGENT. 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 :............................................................................... ^ ^z 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? ............................................................ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^z 3. Did decedent own an "in trust for" or payable 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? .................................................................................................................. ^ ^z IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN ,~ Rev15t12 EX+t11-08) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT I)ECEOENT ESTATE OF FILE NUMBER All roal property ownetl solely or u s bnalk In common must be roported at fair market vYue. Fair market value is defined as the price at which property woultl be exchanged between a willing buyer and a willing seller, neither beirq compelled to buy a nail, both having reasonable knawletlge or the refevarit facts. Reel property whleh is Joirrayawnad viler ripM of survlvorohip must bs dlselaaed on seMduls F. Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1600 Schedule A (Rev. 11-08) (If more space is needed, additional pages of the same size) REV-7157 EXr (70A8) COM~~OF~r-D~ANIA SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Willis, William K. 21-10-1095 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Year(sl Commission paid 3,981.00 Zio 2, Attorney's Fees Weigle 8 Associates, P.C. 250.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Mima K. Willis Street Address 1267 Ritner Highway City Shippensburg State PA zip 17257 Relationship of Claimant to Decedent SpOUSe a. Probate Fees Register of Wills, Cumberland County 353.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 78.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 8,742.50 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF .FILE NUMBER Willis, William K. 21-10-1095 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Shull-Koontz -monument 3,361.00 2 Spring Hill Cemetery -lot 600.00 H-A 3.961.00 Other Administrative Costs 3 Recorder of Deeds, Cumberland County -recording executor's deed 63.00 4 Register of Wills, Cumberland County -filing Supplemental PA Inheritance Tax Retum 15.00 H-B7 78.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Forrn PA-1500 Schedule H (Rev. 6-98) Rev-1972 EX+ (72-09) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Willis, William K. 21-10-1095 Report debb ineumd by tM dscedaM prior to death that romsinsd unpaid at the date or dsael, including unrelmburoed msdieal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Century Link -final billing 100.98 2 Direct TV -final billing 112.86 3 Income Tax Preparation -final returns 85.00 4 Penelec -final billing 172.85 5 Prime America Insurance -final premium billing 109.06 6 Summit Cancer & Hematology -final billing 60.00 7 Summit Health Radiation -final billing 25.00 TOTAL (Also enter on Line 10, Recapitulation) I 665.75 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule 1 (Rev. 12-08) REV-1513 EX+(11-08( SCHEDULE J coM~~D ~~ANw BENEFICIARIES ESTATE OF I FILE NUMBER Willis. William K. 21-10-1095 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE MOUNT OF ESTATE NUMBER PERSONfSI RECEIVING PROPERTY DECEDENT (Wads) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Mima J. Willis Spouse 100% 239,991.75 1267 Ritner Highway Shippensburg, PA 17257 Total 239,991.75 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet as a r o riate. NON-TAXABLE DISTRIBUTIONS: II. 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 SHEE Copyright (c) 2009 form software only The Lackner Group, Inc. Fonn PA-1500 Schedule J (Rev. 11-08) LAST SILL AND TESTAMENT I, WILLIAM K. WII.LIS, presently residing at 1267 Ritner Highway, Shippensburg, Southampton Township, Cumberland County, Pennsylvania 17257 being of sound mind, memory and disposition,' do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all Wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and. bequeath those items of tangible personal property listed on a certain one page typed list dated March 24, 2010 entitled "Personal Property List for Last Will and Testament of WILLL~IVI K WILLIS, Testator, signed by me, attached to this my Last Will and Testament and incorporated herein by reference thereto, to those persons named on said list. THIRD, I give; devise and bequeath all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved wife, MIMA J. WILLIS, provided that she survive my by a period of sixty (60) days. FOURTH. In the event that the said MIMA J. WILLIS should predecease me or is not living on the 60a` day following my death, I then give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate to my children, namely, ALONDA E. HARTFORD and ALISHA K. RICCIONE, or the survivor thereof in equal shares, on a per stirpes distribution basis. FIFTH. I nominate, constitute and appoint my wife, MIlVIA K. WILLIS, to be the Executrix of this my Last Will and Testament. In the event that she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint ALONDA E. HARTFORD and ALISHA RICCIONE to be the Co-Executrices of this my Last Will and Testament. SIXTH. ~ I direct that my personal representative(s) shall not be required to post bond for the faithful performance of their duties in any jurisdiction. SEVENTH. I direct that any and all death taxes which become due and payable upon my death be paid out of the rest and residue of my estate. Gc.a.-r, /Y~ ~~.,l.C-~i~~ (SEAL) WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SIiIPPENSBIJRG. PA 17257-1397 IN WITNESS WHEREOF, I, WILLIAM K WILLIS, have hereunto set my hand and seal to this my Last Will and Testament, written on one (1) page, the first page signed for identification only, this ,~ ~ day of `~'/')~ , 2010. ~i'I~LC.C~!- d+~, K ~ (SEAL) This instrument was by the Testator, on the date hereof, signed, published and declazed by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SNIPPEN50URG, PA 17257.1397 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS I, WILLIAM K WILLIS, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. WILLIAM K. WILLIS Sworn or affirmed to and acknowledged before me by WI,LLIAIWI K. WILLI ,the Testator, thisl ~ day of ~ 2010. Q C MMONWEALTN O~ PENN31'lVAN1A NOTARiA~AL spry A. Woiylo, NotorY Public ty of ShipoonoburY• Cunlborlond Co lion ExoNH Ootob~r Gl, 201 WEIGLE fl ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SNIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF C 1UMBERLAND and ~ol[a_-vl.4L ~ • G e~ ~ ,the witnesses whose names aze signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw WILLIAM K WILLIS, the Testator, sign and execute the instrument as his Last Will; that he signed willingly 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 knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. witnesses, this ~`;~"day of ~/ 2010. r' COMMONWEAi,rN Of ~ENNayLVAN1A NOTARiAI SEAL harry A. W~i9~a. Notary PubiiC h of Shipp~ntburp. Cumbariand C ~M won Esoufa~ p~y~, ~. T01 WEIGLff & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 Sworn or affirmed to and subscribed before me .PERSONAL PROPERTY MEMORANDUM TO ACCOMPANY LAST WILL AND TESTAMENT OF WILLIAM K WILLIS As provided in ITEM SECOND of my Last Will and Testament, I hereby designate that the following listed property shall go to the persons whose names are designated hereon. ITEM NAME Dresser with Separate Gold Mirror Alonda E. Hartford Rattan Baby Buggy Alonda E. Hartford Gummy's Porcelain Doll Alonda E. Hartford Rose Pattern China Alonda E. Hartford Dresser with attached mirror Alisha K. Riccione Comer Cupboard Alisha K. Riccione White with Silver trimmed China Alisha K. Riccione Cradle ~ Alisha K. Riccione Wooden Rocker (her baby rocker) Brooke E. Varner* Wooden Travel Chest Ashlyn T. Riccione* Equal Division of Mugs collected Tyler W. Hartford and* by William K. Willis Jacob F. Hartford* * Bequests to any of the above named beneficiaries who are under the age of eighteen (18) years shall be held by the minor child's parent or parents until said minor reaches the age of eighteen (18) DATED: ~J'/(~%j,~,~ ~ ~(,/ ~ SIGNED: /~t..1,~.~.~c~ vtr ,~1i{ ~*~ WILLIAM K WILLIS WEIGLE & ASSOCIATES, P. C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SI"IIPPENSBURG, PA 17257-1397 TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 39-12-0322-004. in the 2010 Tax Assessment Database DistrictNo 39 Parcel ID 39-12-0322-004. MapSuffu HouseNo 1267 Direction Street RTTNER HIGHWAY Owner! WIL.LIS, WILLIAM K & bIIbfA J C/O PropType R PropDesc LivArea 2083 CurLaudVal 84200 CurImpVal 164600 CurTotVal 248800 CurPrelVal Acreage 3.90 C1GrnStat TaaEa 1 SaleAmt SaleMo 09 SaleDa 11 SaleCe 19 SaleYr 79 DeedBkPage 0028Q-00503 YearBlt 1790 HF File Date 10/222004 HF Approval_Status A http://taxdb.ccpa.net/details.asp?id=39-12-0322-004.&dbselect=l 2/15!2012 M O N r' O ~ N f f ~- O ~ I ~MI..V V V~ ~°~ ~ do~ 1 ~ i a ~ N ~ 'f)3' i~hR 2L F'i l2= ':.. ~ ~o ~il ~ a ~ ' a W r6 S COURT ORPHfW ~s Q31 o a ~ PA CUMRERLAt~1D C0 1Nn , ~g 5 V M pN~ ~ w ~3 O ,~~j iy7' ~ ~ d O ~ W W F+ N ~ ydj ~ ~ ,~ V rl ~g~~ V r a ~ N ~ N ~ r Q_~t»~ v ° c ~ ~ ~. ~