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Home My WebLink About12-27-12 1505610105 REV-1500 Ex ~oz-~~, ~FZ, OFFICIAL USE ONLY PA Department of Revenue pennsytvania Bureau of Individual Taxes "P~F"~`"' "`~~ ~`"u` PO BOx 280601 INHERITANCE TAX RETURN County Code Year ..--' ~ ~ File Number ~ Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT /-''~ I ~ ~l ~~~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 112-01-8513 09/30/2012 11 /03/1919 Decedent's Last Name Suffix Decedent's First Name MI Schell Margaret M (If 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 OVALS BELOW Cl~ 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) C1p 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 Robert K. Schell Jr. (717) 713-0667 First Line of Address 1000 Brookwood Drive Second Line of Address City or Post Office Mechanicsburg State ZIP Code PA 17055 REGISTER OF WILLrS,USE ONLY n C ~"_~ r,... r~-«t ~ t+ti ~~ ~'' r- ~ r5 ~ ~J ~ _~ r> . .. .:~ ~ l ~~ ~~.~. r 'r'~ t"'~Y ;;a :~ -. ,~; .. __, ,. ..{ ~- c ~ -~~ Correspondent's a-mail address: RobertKSChell@yahOO.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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN TURE F F~iS r R~€SPQNSI'BLE FOR FILING RETURN DA i' 1 i ~ r ADDRESS ~ t 1000 Brookwood Drive,° I~lechanicsburg, Pa 17055 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVQ, c, ~~ ,i 1,. DATE ~ J `~ > ADDRESS ~~-. ) 3100 Gettysburg Road, Camp Hill, Pa 17011 " PLEASE USE ORIGINAL FORM ONLY 150561015 Side 1 1505610105 J i~~~ J 1,50561,0205 REV-1500 EX (FI) Decedent's Social Security Number Decedent's Name: Schell, Margaret 112-01-8513 RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 2. Stocks and Bonds (Schedule B) 2. 46 870.45 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)..... .. 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets total Lines 1 throu h 7 ( g ) . ......................... ... 8. 46,870.45 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 8,219.74 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............ ... 10. 2,367.33 11. Total Deductions (total Lines 9 and 10) .............................. ... 11. 10,587.07 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 36,283.38 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. 36,283.38 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable at Iineai rate x .0 45 36,283.38 16. 1,632.75 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ...................................................... ... 19. 1,632.75 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV-1500 EX (FI) Page 3 File Number Decedent's Complete Address: Margaret M. Schell STREET ADDRESS 1000 Brookwood Drive CITY Mechanicsburg __ __ STATE ZIP PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} (1) 2. Credits/Payments A. Prior Payments 0.00 B. Discount 81.64 Total Credits (A + B } (2) 3. Interest (3} 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in ova! 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. 1,632.75 81.64 1,551.11 (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 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? .............................................................................................................. ^ 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 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(x)(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(x)(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(x)(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+ (8-12) 'i pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT scNE~u~E e STOCKS & BONDS ESTATE OF FILE NUMBER 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 (t~L`-~~12 EX» ~~-u`~, Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Margaret M Schell Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1' Funeral Expenses - Malpezzi Funeral Home 3,480.00 Newspaper Notices 137.24 B. ADMINISTRATIVE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City _ State ZIP Year(s) Commission Paid: 402.50 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 Claimant Robert K Schell Jr Street Address 1000 Brookwood Drive city Mechanicsburg state Pa zIP 17055 Relationship of Claimant to Decedent Son 4. Probate Fees: 5. Accountant Fees: 700.00 6. Tax Return Preparer Fees: 7, TOTAL (Also enter on Line 9, Recapitulation) I $ 8,219.74 If more space is needed, use additional sheets of paper of the same size. ~ enns lvania SCHEDULE I P Y DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Maraaret M Schell 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+ {01-10) ~ pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Margaret M Schell 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• Robert K. Schell Jr., 1000 Brookwood Drive, Mechanicsburg, PA 17055 Son 100% II 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. I $ If more space is needed, use additional sheets of paper of the same size. \. LAST WILL AND TESTAMENT OF MARGARET M. SCHELL I, MARGARET M. SCHELL, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior Wills and Codicils. 1. I direct that all my just debts, fimeral expenses, and administrative expenses shall be paid from my estate as soon as practicable after my death. 2. I give, devise, and bequeath all of my real property and personal property that I own at the time of my death to my son, Robert K. Schell. Jr. Should my son, Robert K. Schell, Jr., predecease me, then all of my real property and personal property that I own at the time of my death shall be given to my daughter-in-law, Ronda J. Newman. =1. I leave the rest, residue, and remainder of my estate to my son, Robert K. Schell, Jr. Should my son predecease me, then all of the rest, residue, and remainder of my estate shall be given to my daughter-in-law, Ronda J. Newman. ~. I appoint my son, Robert K. Schell, Jr., as Executor of this my Last Will and Testament. In the event that my son is deceased, unable or unwilling to serve, or shall cease to serve for an`- reason whatsoever, then I nominate, constitute, and appoint my daughter-in-law-, Ronda J. Newman, as altez-nate Executrix of this my Last V~Till and Testament. 6. The Executor or Executrix of this ~~rill shall have the power to distribute my estate in cash or in kind. or partly in either. ~~_ 7. I direct that no Executor or Executrix acting under this Will shall be required to enter bond in any jurisdiction. ~. _, ,~~ -~~~ 8. I recommend that my Personal Representative retain the law firm of Allied ;. Attorneys of Central PeluZSylvania, L.L.C., to probate my estate. ~. .~ .~~ ~=__ .. IN WITNESS WHEREOF, I have hereunto set my hand this ~ 1 day of ~~'~',i;` j ~ , 2012. ~ ;; I, i~ ~ ,; ~, i~. L, MARGARET M. SCHELL. Page 1 of 4 The preceding instrument consisting of this and four other pages `was on the day and date hereof signed, published and declared by MARGARET M. SCHELL, as and for her Last Will and Testament in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. ~- ,' ~ ,~` i W1tIleSS f ~;, jl n ~ ~~~: ~: 1 _%'~' W1tIleSS Page 2 of 4 ACKNOWLEDGMENT COMMON~W~EALTH OF PENNSYLVANIA COUNTY OF CUMBERLA~,rD SS I, MARGARET M. SCHELL, the TESTATRIX, whose name is signed to the attached or foregoing instrument, having been duly qualified according to lave-, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and vohmtary act for the purposes therein expressed. MARC~'ARET M. SCHELL r~ COMMONWEALTH OF PENNSYLVANIA ~~~ S.S. ~~ COUNTY OF CUMBERLAND '~'-, On this~'~ day of ~~`~"~~~~~ .2012, before me personally ~`~ appeared MARGARET M. SCHELL'know-n to me (or satisfactorily proven) to be the ~,;.x person whose name is subscribed to the within instrument, and she acknowledged that `~ she was the declarant u-ho executed the same for the purposes therein contained. :~-, IN WITNESS WHEREOF I hereto set my hand and official seal. -~~., ~~ ~~ m ~ ~( ~ ~ 9 .~~-' ~.~ ; t,~~-"'cam J Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Adam Deluca, Notary Public Carlisle Baro, Cumberland County Mly Commission Expires Jan. 26, 2016 Page ~ of 4 A FFTT) A VTT COiVIMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS ~, 1 ~,,~ WE, ~` ~r~ ~k'tw ~ ~~-~ ~__ and ~`11~:t' ~~~~~ the witnesses `z-hose names are attached to the foregoing document, being duly qualified according to lati~, do depose and say that we were present and sa`~- testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the Last Will and Testament as ~~-itnesses and that to the best of our knowledge the testatrix tivas at the time 18 or more years of age, of sound mind and under no constraint o~~due influence. n _ ~'' .; _ ~ -~ ' ~- ~~ Sworn or affirmed and subscribed before nle by ;~ ~:~ '~', =: `,, ~~, `~ e ~~ `` .`\ ~-~... ~-~ ~ ~~ ~~`~~~ i ~~~ ~i~ and 1~~~~b~^~.~- ~~~'~A x~ this -,,, ~ . ~' ~ day of ti"~,'f`~, ~ ~,~ , 2012. ~ 7 n _.-- /:gyp ff ,/' Notary Public/Attorney COMMONWEALTH OF PENNSYLVANIA Notarial Seal Adam Deluca, Notary Public Carlisle Boro, Cumberland County Nty Commission Expires Jan. 26, 2016 Page 4 of 4 BNY MELLON SHAREOWNER SERVICES P.O. Box 3526 So. Hackensack, NJ 07606-9226 00017155 01 AT 0.365 01 TR 00086 SQRDW101 100000 MARGARET M SCHELL 1000 BROOKWOOD DR MECHANICSBURG PA 17055-6765 Mill'~l~l'i~f'~ll'I"Ililliil~.tlllll~~~~~lllii~.}#~.~.Illf...l Year-To-Date Account Summary _ _ AS C1FZ ice!??2l~43-.__.__ ~ __ _--- - --- L'.^..r!i _ -_ ._. ! A£Ct:IL'. .. _ _ _~_ - _.. _. ._ DNiD`h~ ncT HntCilfiiT TOTAL MARKET VALUE (~ CLOSING PRICE {~ INVESTMENTS (~ ` INCOME TOTAL {S) TAX WITHHELD {s) AMOUNT TO INVEST (S) INVESTED (S) _~.~~ ~ 50~5~ _ 572.70 572.70 572.70 TRADING FEE'S PAID BY (~ COMPANY SHAREHOLDER SERVICE FEES PAID BY (~ COMPANY SHAREHOLDER _ SALE OF PLAN SHARES (S)~ GROSS PROCEEDS TAX WITHHELD CERTIFICATED SHARES HELD BY YOU SHARES HELD BY PLAN SHARES HELD BY OTHER PLAN{S) TOTAL SHARES 9.00 318.0000 405.5509 723.5509 current Activity Information RECORD DATE TRANSACTION DIVIDEND SNARES ACQUIRED ADDrrtONAL ~ CASH ~ TOTAL 1 PAYABLE DATE DESCRIPTION RATE OR WITHDRAWN INCOME ~ INVESTMENT (S) GR05S (S} 08/18/2011 COMMON DMDEND 0.3000000 4.2654 215.79 09/10/2011 ~ PARTICtPA T(NG RECORD DATE DISTRIBUTION _ _ TAX TRADING FEES PAID BY(S) SERVICE FEES PAID BY (S) TOTAL'^--_--~CERT1FtCATED SHARES SHARES HELD SHARES HELD BY TOTAL WITHHELD (S} COMPANY SHAREHOLDER ' COMPANY SHAREHOLDER NET (S) HELD BY YOU BY PLAN OTHER PLAN(S) SHARES 3.00 215.79 318.0000 4012855 7192855 Year-To-Date Transaction Qetail DATE TRANSACTION ~ DESCRIPTION CASH ~~ NET INVESTMENTS {~~ISTRtBUTlON (S) TRADING FEES {S) SERYHCE FEES {t} AMOUNT INVESTED (~} PRICE PER SHARE (i) RES ACQUIR OR WITHDRAWN SHARES HELD BY PLAN BALANCE FORWARD 394.1203 03/10/11 COMhAON DMDEND 178.03 3.00 175.03 51.2041230 3.4183 397.5386 06/10111 COMIAON DVIDEND ~ 178.88 3.00 175.88 46.9405000 3.7469 401.2855 09/12/11 COMMON DMDEND 215.79 3.00 212.79 49.8872000 ! 4.2654 405.5509 n r 0 ZGET CORPORATION 31P: 114-~1-87612E10 :OUNT KEY: SCHELL.---MARGM0000 2GARET M SCHELL 0 BROOKWOOD DR ;.HANICSBURG PA 17055-6765 owner{s) must sib ar~d date above ~ntact Number ?575 1250],3054516 Partial Withdrawal (Continue Plan Participation) Issue a certdicate fw this number of shares: Sell this number of shares: Full Withdrawal (Terminate Plan Participation) issue a certificate for all fuft shares and a check for fractional shares. Sett all plan shares. Shareholder Of: Page 1 of 1 TARGET CORPORATION BUYDIRECT PLAN STATEMENT PRINT DATE: 09/13/2011 CUSIP: 114-001-87612E10 SYMBOL_:__ TGT ACCOUNT KEY: SCHELL---MARGM0000 INVESTOR ID: 125013054516 FOR DUESTtONS CONCERNING YOUR ACCOUNT, PLEASE CALL 1-800-7949871. Additional Cash Investments Write the amount enclsed: ~ ~~ Make check payable to: BNY MELLONfI'ARGET YOU MAY INCREASE YOUR SHARES W1TH OPTIONAL CASH INVESTMENTS OF $50 UP TO $100,000 ANNUALLY. Deposit of Certificates Deposit the enclosed ~~ number of shares: 111400187612E10SCHEEL---MARGMOOOOIR00121 j~~~. Save this Statement for Tax Purposes