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Home My WebLink About05-29-121505611180 ---~ REV-1500 Ex(°2.,,, (F., OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Coun}~~ Code Year File Number DEPARTMENT OF REVENUE `1 Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 ~ / ~ ~~ Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 202-09-5105 03062005 Decedent's Last Name Suffix Decedent's First Name MI HARDING JUVENELIA (lf Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW 1. Original Retum 0 2. Supplemental Return ® 4. Limited Estate ® 4a. Future Interest Compromise (date of death after 12-12-82) Q 6. Decedent Died Testate ® 7. Decedent Maintained a Living Trust (Attach Copy of Will) (Attach Copy of Trust) ® 9. Litigation Proceeds Received Q 10. Spousal Poverty Credit (Date of Death Between 12-31-91 and 1-1-95) ® 3. Remainder Retum (Date of Death Prior to 12-13-82) Q 5. Federal Estate Tax Return Required 0 ' 8. Total Number of Safe Deposit Boxes -,, _.-.J ® 11. Election to Tax under Sec. 9113(A) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT G FREY 7172435838 First Line of Address 5 S HANOVER ST Second Line of Address City or Post Office CARLISLE State ZIP Code PA 17013 Correspondent's a-mail address: R F R E Y a~ F R E Y T I L E Y. C O f1 ;~~ :`-z `-' ~ L._ C_' 'y-, 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, corre and com lete. Dec aration of r arer her than the ersonal re resentative is based on all information of which reoarer has an knowled e. SIGNATU O PERSON RES NSIBLE_FO FILIN URN DATE ~-Z3/Z on cc - o / r. i SIGNATUR i REP ER TH REPR ENTATIVE ~ / ADDRESS 5 SOUTH HANOVER ST_ CARL E_ PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 REGISTER OF WILLS USE ONLY C7 ,_: i ~ C.J ,.:; T=- 2? - ra. , <: ~: i.1. i~~=. r,~ ;- - =A: -. _ T6 FILED .,. - L 1505611180 1,505611180 J ~~ 1505611280 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: JUVENELIA HARDING 202-09-5105 RECAPITULATION 1. Real Estate (Schedule A) . .................................. ...... 1. N 0 N E 2. Stocks and Bonds (Schedule B) ........... ......................... 2. 12 0 2 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... 3. N 0 N E 4. Mortgages and Notes Receivable (Schedule D) ......... ... 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) .. 5. NON E 6. Jointly Owned Property (Schedule F) Separate Billing Requested . ..... 6. N 0 N E 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested ... ... 7, N 0 N E 8. Total Gross Assets (total Lines 1 through 7) ......................... . 8. 13 ®2 • ~ 0 9. Funeral Expenses and Administrative Costs (Schedule H) .... ........ . . . 9. 8 2 0 . 0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) .... .. ... . 10. N 0 N E 11. Total Deductions (total Lines 9 and 10) . ........................... . 11. 8 2 0 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .......................... .. 12. 4 8 2 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ......... ........... . 13. 0 • 0 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... . 14. 4 8 2 . 0 0 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 1 5. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .0 4 5 4 8 2. 0 0 16. 21.6 9 17 Amount of Line 14 4axable at sibling rate X # # # 17. ^ • ~ 0 18. Amount of Line 14 taxable at collateral rate X # # # 18. ~ • 0 p 19. TAX DUE ....... ............. ......................... ....... .19. 21.69 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0 Side 2 L 1505611280 1505611280 REV-1500 EX (FI) Page 3 Decedent's Complete Address: 21-05-0272 File Number 202-09-5105 DECEDENT'S NAME JUVENELIA HARDING STREET ADDRESS 578 F STREET CITY CARLISLE STATE PA ZI P 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest Total Credits (A + B) (2) (1) 21.69 0.00 (3) 7.72 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) _ 29.41 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS 8Y PLACING AN "X" IN THE APPROPRIATE BLOCI(S 1. Did decedent make a transfer and: rt t f ed i f th t i th Yes ^ No . .............................................................. e prope y rans err e use or ncome o a. re a n b. retain the right to designate who shall use the property transferred or its income ................................... ..._. ^ c. retain a reversionary interest ................................................................................................................... ...... ^ .................................................... d. receive the promise for life of either payments, benefits or care? .......... ...... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................._...................... ...... ^ ^X 3. Did decedent own an "intrust 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? ........................................................................................................_...... ...... ^ IF THE ANSWER TO 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 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 Jan. 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)]. 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 return 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 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 beneficiaries is 4.5 percent, except as noted in [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)]. A sibling 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-1503 EX+ (7-11) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Juvenelia Harding 21-05-0272 All property jointly owned with right of survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size REV-1511 EX + (10-09) SCHEDULE H pennsylvania DEPARTMENT OF REVENUE FUNERAL EXPENSES AND RESIDENT DECEDENTrURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Juvenelia Harding 21-05-0272 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1 . Personal Representative Commissions: 250 Name(s) of Personal Representative(s) Douglas Stugart Street Address 850 Bud Drick Road City Allenwood State PA ziP 17810 Year(s) Commission Paid: 2012 2. Attorney Fees: 3. Family Exernption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant 4 5. 6. 7. Street Address City State Relationship of Claimant to Decedent Probate Fees: Accountant Fees: Tax Return Preparer Fees: Bureau of Vital Records, Death Certificate TOTAL (Also enter on Line 9, Recapitulation) ~ $ If mare space is needed, use additional sheets of paper of the same size. ZIP 500 43 27 820 REV-1513 EX+ (01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Juvenelia Harding 21-05-0272 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] Estate of Mari Harding 1 ~ 5525 Hawthorne Place NW, Washington, DC 20016 Daughter All of Estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUG H 18 OF REV-1500 COVER SHE ET, AS APPROPRIATE. II NCN-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO 7AX 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. $ 0.00 If more space is needed, use additional sheets of paper of the same size. Personal Income Tax e-Services Center Penalty and Interest CalC~~ati~ns CALCIlLAT3ON DATES- 12/6/05 TO 6/1/2012 TAX DEFICIENCY $ 21.69 CALCULATED INTEREST $ 7.72 BALANCE AS OF 6/1/2012 $ 29.41 Start Over 5/3/12 327 PM https://www.doreservices.state.pa.us/pitservices/Default.aspx Page 1 of 2 PRU Historical Stock Quote Prices -Barrons.com S/3/12 2:52 PNI i c^;e~ Svr•bcis nr Kev~.vorc~s II !Welcome, i ~ ,„ i ~~~CYl~9a~ Fet~at~iCt~O ~1"drr. PRU (NYSE) I ;;, ,, i _._.._. . i ., _.__-__.__.. __._._._.._ ____. o5 C-r'St, t;tors Recart (~:~otes . 00 T ... READ TIME flUOTE ~ ~.~~ JBC~ < 52 PM Volume_ 9,950M ,,,...,...,... ._ .......,~-'.,~..._.,..„-:.»,......... 55. .. 50 ~ ~ ,~ I_ 10a t ~ a 12p 1 p 20 3p ,,( /- /~~ "i~'+.:.! 1~;4 #j f~~ ~ ~ ~ ~_ .J ...._ _..-'~_'_" Yl "it ~.;'. "11"G'P1"i nr': ~ ~ 1~lir/ ~. • A,...ttrvd. W s, " +~e 8mkar CentarM13G4V1 :~~Stf° d .r2c'.Z :SOW ~ ~.t_,nt_ .~~ ~-~.,x~.=~~x v~i;-~r~~s~1! Quote News Chard Research & Ratings Company & People Financials INVESTING IN PRU : 5tockGrader Historical Paces 'Interactive Charts AQ: Find a Broker Historical Prices Stock Price Chart OSi06i2005 ito ~ 5/6/200b-~~ Download to spreatlsftei3t 05f0612005-5!612065 No data available Cate Open High Low Close Volume 05/06(2005 58.90 59.55 58.55 59.32 "' 1,647,500 e, Previous 1 Nexf » ~'~, Zo (~ ~'t!-u.' ~ Latest News i3arron's WaJlGow.lcnes lvlarkei}Natch http://quotes.barrons.com/PRU/historical-prices Page 1 of 3 LAST WILL AND TESTAMENT ~~ 2005 MAR 22 pF CLERK OF ORPHANS' 000R- JUVENELIA AARDING CUMBERLAND COUNTY PA I, JUVENELIA IIARDING, widow, of 578 "F" Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Wil] and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix or Executor to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. 2. I declare that I am currently unmarried and that I have one { 1) child by my deceased husband, which child is my daughter, Mari E. Hazding. 3. I give and bequeath [he sum of $1,000.00 to my husband's great-nephew, Douglas Stugart, whose mailing address is Box 247-B Allenwood, Pennsylvania 17810. 4. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my daughter, Mari E. Hazding, her heirs and assigns, provided that she shall survive me by a period of ninety (90) days. In the event that my said daughter should predecease me or fail to survive by the aforesaid period of ninety (90) days then in such event all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath to my husband's great-nephew, Douglas Stugart, his heirs and assigns. 5. Should any person less than'21 years of age be entitled to a distribution of my estate, the share that person would otherwise have received shall be paid to my hereinafter named ' Executrix or Executor. • 6. I hereby nominate, constitute and appoint my daughter, Mari E. Harding, as Executrix of this my Last Will and Testament but should she predecease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my husband's great-nephew, Douglas Stugart, as alternate or successor Executor. I further dsect that neither of them shall be required to post any bond to secure the faithful performance of her or his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 7. In addition to the powers conferred by law, my Executrix or Executor hereinbefore named are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same aze authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which maybe conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is not under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sate shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money as maybe deemed proper and for such period as may be found expedient. trust estate. f. To compromise, settle or arbitrate any claim or demand in favor of or against the g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be chazged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and. in making any division or distribution in kind may allot any specific security or property or any undivided interest thereinto any one or more of such shazes, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own comes or in the name of a nominee. j. To retain any investments or mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same aze authorized for the investment of trust funds under the laws of any governing jurisdiction. 8 . All powers, duties, and discretionary authority granted to my Executrix or Executor may be exercised without posting any bond and without obtaining any order or approval of any court, and without any notice to or consent of anyone. IN WITNESS WHEREOF, I have hereunto set my hand and seat to this my Last Will and Testament written on two (2} pages, this 1 /'~ day of SP~fe .r L ~ , 1995. ~ ~ ~ (SEAL) venelia Harding Signed, sealed, published and declared by Juvenelia Harding, the Testatrix above-named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~ ~