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Home My WebLink About09-19-12J 1505610105 REV-1500 exc°'-.,,,F° PA Department of Revenue pennsylvaMa OFFlCIAL USE oNly Bureau of Individual Tazes ~" ~"""~` County Code Year File Numbw Po Box zao8oi INHERITANCE TAX RETURN Harrisburg, PA tyi28-0607, RESIDENT DECEDENT ~ I I °2 /C~ ~r~ Social Security Number Oate of Death 019-303851 06/09/2012 Decedent's Last Name Perry (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name MMDDYYYY Date of Birth MINDOYYYY 06/08/1940 Suffix Decedent's First Name MI Anthony L Suffix Spouse's First Name MI Perry Mary........ L Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 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 Retum Required dea+h aRer 12-12-tit) ~ 6. Decedent pied Testate O 7. Decedent Mainteined a Living Trust -~ 8. "total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach CoFY of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credrt (Date of Death O 11. IEledion to Tax under Sea 9113(A) Between 12-31-91 and 1-1-95) (Attach Schetlule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytimf: Telephone Number DDnald B. Srape, Esquire 71;f-840-0110 REGISTER OF WILLS USE ONLY rn O_ First Line of Atldress Iro 50 East Market Street ~ Second Line of Atldress fs7 --n ~ Gni~. <- .'v Gity or Post Office State ZIP Code OA ~; , x Hellarl PA 17406. ~~~ r .y- Correspondent's a-mail adtlress: C)bSWOPe1~CON1Cd5t. flet Under penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, anH to the best of my knowledge and belief, M1 is true, correct and complete. Declaratioryd~preparer other than the personal representative is based nn all information of which preparer nos any knowledge. SIGNATURE OF PERSON RESPONSI~FOR FILING RETURN ,DATE r -1219 Crass CrepV~ Drink, M2ch 'c burg, PA 17050 50 East P1arket Street. Hellam. PA 17406 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 iw~ ~ <~~ y.1 ,: Lsos6lozas REV-1500 EX (Ff) Decedent's Social Security Number Decedent's Name. Anthony L Perry 019-30-3851 RECAPITULATION 1. Real Estate (Schedule A) .... ...................................... .. 1. 2. Stocks and Bonds (Schedule B) ............ .. ... .... .. .......... .. .. 2. 3. Closely Heltl Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ .. 4. 5. Casn, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... . , 5. 1,604.66 6. Jointly Owned Property (Schedule F) O Separate Biliine Requested ..... .. 6. 7. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested...... .. 7. 6. Total Gross Assets (total Lines 1 through 7)....... _ _ ............... _ . 8. 1,604.66 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 6,653.42 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule 1) ...............10. 8,146.73 11. Total Deductions (total Lines 9 and t0) ................................. tt. 14,800.15 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. -13,195.49 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) ................... ..... t4. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line t4 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X 0_ 15. 16. Amount of Line 10. taxable at Ilneal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X ,12 17. 18. Amount of Line 14 taxable al collateral rate X 15 18. 19. TAX DUE ........................ .. .. ..... ............... ... .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1sOS610205 15C)56102~5 -13,195.49 0.00 O J REV-7500 EX IFp Page 3 File Nam6er Decedent's Complete Address: DECEDENTS NAME Anthony L. Perry STREET AODRE55 1219 Cross Creek Drive CITY STATE ZIP Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits(Payments A. Prior Payments B. Discount 3. lnterest Total Credits (A+ B) (2) (3) 4. If Line 2 is greater than Lfne t + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable 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 ..........._ ..............................................._...................... ...... ^ b. retain the rght to designate who shatl 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? .........._... ........_ ................ ..._...,.._.... ........... ...... ^ 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 propeny, 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. i, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent p2 PS. §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 statutop~ requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefciary. 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 al 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 ~m [72 P.S. §9116(a)(i)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent X72 P.S. §9116(a)(1.3J]. 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. PEV-1508 EX+ (11-io) a r pennsylvania ~~~' DEPARTMENT OF REVENUE INHERITANCE TAX RETURN 0.ESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Anthony L. Perry 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. If more space is needed, use additional sheets of paper of the same size. 5' -0'.11 e5• li-fjy ~~. 8. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid, '~A.~~`~ Pennsylvania SCHEDULE H DEeaaTnzrvT OS nevsrvua FUNERAL EXPENSES AND INHeaIrnNCeTnxaerua: ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Anthony L. Perry Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Malpezzi Funeral Home 5,694.92 ~~ Attorney Fees: 9l)l)'~0 3. Family exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City Statz Z1P Relationship of Claimant to Decedent 4. Probate Fees: 5, Accountant Fees: b. Tax Return Preparer Fees ~ Orphans' Court -Petition for Settlement of Small Estate 43.50 8. Register of Wills -Inheritance Tax Return filing fee 15.00 TOTAL (AVso enter on Llne 9, Recapitulation) I ~ 6,653.42 If more space is needed, use additional sheets of paper of the same size. aee-~siz Ex+ ~,z.ay~ . ` Pennsylvania SCHEDULE I ~~ oEaaarmENroEnEVENUE DEBTS Of DECEDENT, cNHEaiTnNCE rnx aeruaN MORTGAGE LIABILITIES 8t LIENS RESIDENT DECEOENr ESTATE OF FILE NUMBER Anthony L. Perry 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+ (0140) .` `pennsylvania SCHEDULE BENEFICIARIES INHERITANCE TAx RETURN RESIDENT DECEDENT FILE NUMBER: L. 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).] I. Mary L. Perry; 1219 Cross Creek Drive, Mechanicsburg, PA 17050 Wife t00% ENTER DOLfAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 1B 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. ~ _ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF ANTHONY L. PERRY I, ANTHONY L. PERRY, of 1219 Cross Creek Drive, Mechanicsburg, Cumberland County, Pennsylvania 17050, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare the following as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils by me at any time heretofore made. FIRST: I direct that all my just debts and funeral expenses be fully paid as soon after my demise as may be found convenient. SECOND: I give, devise and bequeath all of the rest, residue anct remainder of my estate, whether real, personal or mixed, of whatsoever nature or kind and wheresoever situate, to my beloved wife, MARY L. PERRY, absolutely and in fee simple. THIRD: Should my wife, MARY L. PERRY, predecease me, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I hereby specifically give, devise and bequeath the contents of my home and my wife's jewelry to my stepdaughter, VONDA L. RUPPERT. FOURTH: Should my wife, MARY L. PERRY predecease me, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I hereby give, devise and bequeath all ofthe rest, residue and remainder of my estate, whether real, personal or mixed, of whatsoever nature or kind and wheresoever situate, to my stepchildren, DINO R. RUPPERT, VONDA L. RUPPERT and DEBRA L. ADLER, to be divided among them, in equal shares, per stirpes. ~, Page 1 of 3 Pages FIFTH: It is my specific intention to exclude my son, LEE C. PERRY, from any bequest or shaze to which he may otherwise be entitled from my estate for reasons of which he is aware. SIXTH: I hereby nominate, constitute and appoint my wife, MARY L. PERRY, as Executrix of this, my Last Will and Testament. In the event that my wife, MARY L. PERRY, should predecease me or for any reason does not act or ceases to act as such Executrix, I hereby nominate, constitute and appoint MICHAEL B. SWOPE as alternate Executor trf this, my Last Will and Testament. My said Executrix/Executor shall have full powerto 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, and without the necessity of filing a bond, any real or personal property (except as otherwise provided herein) belonging tome, and to compound, compromise or otherwise to settle and adjust any and all claims against or in favor of my estate, as fully as I could do if living. My ExecutrixlExecutor shall have the right, but not the obligation, to distribute property in kind at then current values and on a non-pro rata basis. SEVENTH: I hereby direct my Executrix/Executor to appoint Donald B. Swope, Esquire, as attorney for my estate in the event his services aze available. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and D~urnb<< Testament, this3,p`~ day of Neiember, 2006. '~ SEAL HONY L. + RRY This instrument, with each page bearing the signature of the above-named Testator, was by him on the date hereof signed, sealed, published and declazed by him to be his Last Will and Testament, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. ( r (~ ~ Cresiding at 425 Bank Hill Road, Wrightsville, PA 17368 ~.I ~ IA,~._Q~~~~~~ ~ residing at 330 Popps Ford Road, York Haven, PA 17370 Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF YORK SS: We, ANTHONY L. PERRY, Donald B. Swope and Michele M. Duncan, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly affirmed, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed the instrument willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of our knowledge, the Testator was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ,~~~~, ,,~ 1~ HO L. P Y, c:stato~ ----~~ L__ /~ -- -~ Witness Witness Subscribed, affirmed to and acknowledged before me by the aforesaid Testator and witnesses respectively, the ~0`" day of ~~er, 2006. t~aa~b~r Notary Public COMMONWEALTH OF PENNSYLVANIA My Commission Expires; NoTARwL sEnL SHARON L. SWOPE. NOTARY PUBLIC HALLAM BOROUGH, YORK COUNTY MY COMMiSS10N EXP)RES DECEMBER 19, 2050 Page 3 of 3 Pages 1c~~~ezz~ ~'u~~~°~el ®~a~~ 8 Market Plaza Way (717) 697-4696 Mechanicsburg, PA 17055 www.MalpezziFuneralHome.com Jeremy J. Shartzer, FD Michael J. Malpezzi, Owner, FD Kyle C. Knipe, FD June 13, 2012 Mary Perry 1219 Cross Creek Drive Mechanicsburg, PA 17050 This is the final statement for the funeral services of Anthony L. Perry We sincerely appreciate the confidence you have placed in us and will continut: to assist you in every way, PROFESSIONAL SERVICES Graveside Service $495.00 Vehicle to transfer remains to Funera( Home $325.00 Hearse (Casket Coach) $425.00 Services of Funeral Director/Staff $2,295.00 Other Preparation of Body $200.00 FUNERAL HOME SERVICE CHARGES $3,740.00 SELECTED MERCHANDISE: Steel Casket $1,725.00 Keepsake Medallion & Case $50.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $5,515.00 CASH ADVANCES: At the time funeral arrangements were made, we advanced certain payments 40 others as an accomoda[ion. The following is an accounting of those charges. Certified Death Certificates $60.00 Newspaper Notices -Patriot $19.92 Clergy/Mass Offering $100.00 TOTAL CASH ADVANCES AND SPECIAL CHARGES $179.92 SUBTOTAL $5,694.92 INITIAL PAYMENT /DISCOUNT /CREDITS y $0.00 TOTAL AMOUNT DUE BY July 12, 2012 $5,694.92 Tf you have any questions or concerns regarding this bill, please call our office at (717) 697 - 4696. SWUPE flND SIPS RiiORHEYS AT lRW September 18, 2012 Register of Wills Cumberland County Court House One Courthouse Square Carlisle. PA 17013 Re: Estate of Anthony L. Perry Dear Sir/Madam: Please find enclosed an original and two (2) copies of an Inheritance Tax Return which I wish to file with regard to the above-referenced estate, together with our check in the amount of $15.00. Please return the time-stamped copy to this office in the envelope provided. Thank you for your assistance in this matter. Very truly yours, Donald B. Swope, Esquire DBS:mmd Enclosures N -~ ~~. . 'O Ph y~ ( r ~,'.:~ ~p ~siC3 .ti ~~ t ~~ 50 E. MARKET 5T. • HEI,LAM, PA 17406 • P: 717.840.0110 • F: 717.840.0014 • swopeandaipe@comcast.net ,~,~ ~ ~ ' l ~o ~ ;~ i ~ ~~ ,. ~: .~~:~ ~ f ~ ,~ , ~~~ ... ~ , ~ h~ 4 ~ G. 1~1~ t }~ ~ W t ~!'~}}~JJ~}~j~(V~ V ~r.5 r ~~ Off. ~~ ~~~ ~ V 1 N O Z o~ U ~ a ~ ~ T a U ~ o m~o4. 7p ~ d 4'CJ us ~3= ~Uo