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Home My WebLink About08-13-12 1505610105 REV-1500 EX (02-1 1) (FI) ? ~: PA Department of Revenue pennsytvania OFFICIAL USE ONLY Bureau of Individual Taxes °E°^^,.E~ .^E~F~°E Coun Code Year File Number INHERITANCE TAX RETURN ~ PO BOX z8o6oa. Harrisburg, PA>.~a.28-o6oi. I RESIDENT DECEDENT ~~ ~ ~~, / +~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 195-22-4410 05/17/2012 ' 04/16/1929 Decedent's Last Name Suffix Decedent's First Name MI __ 'Reed G , Anna (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Reed i Richard L Spouse's Social Security Number M E THIS RETURN UST BE FILED IN DUPLICAT WITH THE 204-o3-s72o REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW QD 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (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 Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Thomas P. Gleason (717) 532-3270 First Line of Address 49 West Orange. Street Second Line of Address Suite 3 _. City or Post Office Shippensburg State. ZIP Code PA '17257 ---, ~,~ r-t ~ .~ -. %~ z ~ .: ~ .,., -~ -'r-I ._._ ,; ,~ ~; REGISTER OF WILLS USE ONLY Fa , n - ~c ~~ 2'- :A~ ~ _ C`S >~ ~,~{r W i r- c Correspondent's a-mail address: tomgleaSOn@tOmgleaSOnIaW.COm Under penaRies 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. Declaration of preparer otheythan the personal representative is based on all information of which preparer has any knowledge. ~~~ 1620 Brenda Drive;~reentle, PA 17225 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J REV-1500 EX (FI) Decedent's Name: Anna G. R@@d RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. ' 0.00 '' 2. Stocks and Bonds (Schedule B) .................................... ... 2. ' 0.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. ' 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 19,859.92 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 32,026.86 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. ! 0.00 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 51,886.78 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. ! 3,078.26 ', 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. ' 109.74 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 3,188.00 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 1» 48,698.78 13. 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. 48,698.78 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_ 0.00 + 15. 0.00 16. Amount of Line 14 taxable _ . .. at lineal rate X .0 45 ' 48,698.78 ' 16, ' 2,191.45 17. Amount of Line 14 taxable - at sibling rate X .12 ' 0.00 17. ' 0.00 18. ... Amount of Line 14 taxable ., at collateral rate X .15 0.00 `' 18 '' 0.00 19. TAX DUE ....................................................... ..19. 2,191.45 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O 1505610205 Decedent's Social Security Number 195-22-4410 Side 2 L 1505610205 1505610205 J REV-i5o8 EX+ (ii-io) Pennsylvania DEPARTMENT DF REVENDEOF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASHr BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ANNA G. REED Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F, ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2008 Honda CRV (sold to Hagerstown Honda with Bill of Sale Attached) 16,000.00 2, Orrstown Bank Checking Account 2,769.53 3. Commonwealth of Pennsylvania Rent Rebate 650.00 4. Refund from Allstate Insurance for Auto Insurance 300.10 5. Refund from Allstate Insurance for Renter's Insurance 3.10 g, Refund from Sprint for cell phone 37.19 7. Miscellaneous Jewelry 100.00 TOTAL (Also enter on Line 5, Recapitulation) $ I 19,859.92 If more space is needed, use additional sheets of paper of the same size. REV-i5o9 EX+ (oi-io) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F 70INTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: ANNA G. REED If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• Carolyn J. Yohn 1620 Brenda Drive, Greencastle, PA 17225 Daughter B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR]OINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % of DECEDENT'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A . . 08103102 1st Ed Credit Union Savings Account (Account #72910-01) 64,053.71 50% 32,026.86 TOTAL (Also enter on Line 6, Recapitulation) $ 32,026.86 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) j:1 Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ANNA G. REED Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Reverand Rodgers - Pastor at Funeral 100.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Carolyn J. YOhn Street Address 1620 Brenda Drive ___ city _ Greencastle state PA zIP 17225 Year(s) Commission Paid: 2012 Z• Attorney Fees: 3• 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 4• Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~• Estate Publication in Cumberland Law Journal B. Estate Publication in News Chronicle s. Record Herald to advertise car for sale ~o. Commonwealth of Pennsylvania for duplicate title for car ~ ~. Notary fees for automobile title 600.00 2,000.00 154.50 0.00 0.00 75.00 88.26 28.00 22.50 10.00 TOTAL (Also enter on Line 9, Recapitulation) I $ 3,078.26 It more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-OS) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANNA G. REED Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (O1-10) ~; Pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANNA G. REED 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).) 1. 2 3 4. 5. 6. II Carolyn J. Yohn, 1620 Brenda Drive, Greencastle, PA 17225 Florence D. Shilling, P.O. Box 91, Clear Spring, MD 21722 John W. Shoop, Jr., RD#1, Box 1137, Three Springs, PA 17264 Herbert A. Shoop, HC 61, Box 18J, Blairs Mills, PA 17213 Donald J. Shoop, 8 Tioga Street, Newton Falls, OH 44444 Belvy T. Shoop, 4165 Guilford Springs Road, Chambersburg, PA 17202 Lineal (Daughter) Lineal (Daughter) Lineal (Son) Lineal (Son) Lineal (Son) Lineal (Son) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE 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. $ 1/6 1/6 1/6 1/6 1/6 1/6 If more space is needed, use additional sheets of paper of the same size. LAST WILL ~`.ND TESTAMENT KNOW ALL MEN BY THESE PRESE^,'TS, that I, ANNA G. REED of Pennsylvania, being of sound and disposir;g mind, memory and understanding, do make, publish and declare this my Lasi: Will and Testament, hereby revoking all prior wills and codicils by me at any time heretofore made. FIRST: I direct the payment of all my legal debts, funeral expenses including my grave marker and all expenses of my last illness, state, federal estate and inheritance taxes and administration costs shall be .paid as soon as may be conveniently done following my decease leaving all specific bequests free of tax to the .legatee. SECOND: I give and bequeath all my jewelry to m,~ daughters, Florence D. Shilling and Carolyn J. Yohn, in equal shares, share and share alike, per stirpes. THIRD: I direct that my executors sell the manufactured home in which I reside and give one half of the net proceeds from such sale to Thomas G. Reed, Richard L. Reed, Jr. and Douglas K. Reed, in equal shares, share and share alike, per stirpes. FOURTH: The rest and residue of my estate, be it real, mixed or personal, I give, devise and bequeath to ;,~y children, Carolyn J. Yohn, Donald J. Shoop, Florence D. Shilling, John W. Shoop, Jr., Belvy T. Shoop and Herbert A. Shoop, in equal shares, share and share <~like, per stirpes. FIFTH: I nominate and appoint Carolyn J. Yohn and Belvy T. Shoop as the Executors of this my Last Will and Testament. They shall not be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I, ANNA G. REED to this my Last Will and Testament set my hand and official seat, this ~ day of July 2002. ~~~.~- Anna G. Reed (SEAL) Sworn to and subscribed, declared and Published by Anna G. Reed, as Her Last Will and Testament, and so Done in the presence of we the Witnesses, who sign at her request, And in her presence, and in the presence ach other. ~ .~ 2~ n ,~ ~ ~ _.. COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND I, ANNA G. REED, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. p,nna G. Reed Sworn to and acknowledged, before me, By Anna G, Reed, the Testatrix, This ___~__~`~ day of July 2002. Notary Public Notarial Seal H. Anthony Adams, Notary Public Shippensburg Boro, Cumberland County My Commission Expires May 15, 2006 Member, PennsylvaniaAssociationof Notaries COMMONWEALTH OF PENNSYLVANIA: :SS COUNTY OF CUMBERLAND WE, Darlene M. Bigler and Sharon Coleman Adams, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she 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 Testatrix signed the Will as witnesses, and that to the best of our knowledge and belief the Testatrix was at the time at least eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn to and subscribed before me by, Darlene M. Bigler and S ron Coleman Adams, The witnesses, this ay of July 2002. Rotary Public Notarial Seal H. Anthony Adams, Notary Public Shippersburg Boro, Cumberiand County My Commisston Expires May 15, 2006 Member, Pennsylvania Asscx;iati:m M Notaries