HomeMy WebLinkAbout01-04-13 (2)
1505610105
REV_ • ~~~ EX (oz ii) (FIJ ~ OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania
"`°'°'"`°`"°` Count Code Year File Number
Bureau of Individual Taxes "~`"~ y
Po Box zso6oL INHERITANCE TAX RETURN
Harrisburg, PA>7iz8-o6o1 RESIDENT DECEDENT '~- t 12' U jU~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
~L /, ._ ~ L'1._ ~ ~ ~ ~~ 04/09/2012 10/31!1919
Decedents Last Name Suffix Decedent's First Name MI
Whisler Vera
L
(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
(~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death
Prior to 12-13-82)
Q 4. limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required
death after l2-12-82)
OD 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 1U. 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 DIRECT):p T0:
Name Daytime Teleph~e Number w ~ ay
Andrew C. Sheely, Esquire rrt
,717~97.70~ ~ c
_
m -n ~
~ -ta ~ _ ._,. o
First Line of Address
127 South Market Street
Second Line of Address
P.O. Box 95
City or Post Office
Mechanicsburg
State ZIP Code
P ~ 17055
REGIST OL4V[.L$ USE ONLY---? C7
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DATE FILED
Correspondent's a-mail address:andrewc.sheely@comcast.net
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and siatements, and [o 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 R OF PERSON RESP-NSIB E FO Nij TDRN nn~r~
A rlr1R FCG ~/~/~/
Edward~nJJ. Whisler
SIGNATtlRE OF PREPAF
nKn ptcc ~
Andrew C. Sheely, Esquire,
887 King Street, Lewisberry, PA 17339
i+ryv REPRESENTATIVE
Market Street, P.O. Box 95, Mechanicsburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
15D5610105 1505610105
(IATF
yr%hv~, 3/ ~i3 .
~,SD56l,D2C5
REV-1500 EX (FI)
Decedenfs Social Security(Number
Decedent's Name: ~/illSi2f, V2f8 ~ ~L' "> "l(', j~6 ~_
RECAPITULATION
t Rea! Estate (Schedule A).... 1 $118,700.00.
2. Stocks and Bonds (Schedule B) .. ?.
3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C1 3.
4.
5.
6.
7.
8. Mortgages and Notes Receivable {Schedule D)
Cash; Bank Deposits and Miscellaneous Personal Property (Schedule Ej. _
Jointly Owned Property (Schedule F} O Separate Bilking Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) O Separata Billing Requested..
Total Gross Assets (total Lines 1 througt I) .... " 4
5.
6
8
$86,053.08
$71,459.47
$20+388.90
$296,601.45
9. Funeral Expenses and Administrakive Costs (Schedule Hj Sd $15,211.30
10. Debks of Decedent, Mortgage Liabilities and Liens (Schedule I). _ . _ _ _ . 1L'. $3,586.40
11. Tota! Deductions (total Lines 9 and 10) 11 $18,797.70
12. Net Value of Estate (Line 8 minus Line ~1) - 12 $277,803.75
13. Charitable and Governmental Bequests/Sec 9113 Trusts for ~mhirh
an election to tax has not been made (Schedule J! 13.
14. Net Value Subject to Tax (Line 12 minus Line 13j 14. $277,803.75
TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
of the spousal fax rate. or
transfers unr+~~ sec. 9116
(a)(t2j X .0 15-
16. Amount of Line 14 ~~~ able
at lineal rate X.045 $277,803.75
16
$12,501.16
17. Amount of Line 14 taxable
at sibling rate X .12 ~ ,
18. Amount of Line 14 taxable
at collateral rate X .15 18.
$12,501.16
19. 7AX DUE ..... 19.
20 FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O
Side 2
1,505610205 15O561D2O5 J
REV-1500 EX (FI) Page 3
Decedent's Complete Address:
File Number
Vera L. Whisler
STRFFTAnnRFSS
13 East Main Street
r'ITV _ __. _._. __._ _. _.
Shiremanstown
STATE ~~ ZIP.. _ - 1
1 17011
Tax Payments and Credits:
1, Tax Due (Page 2, Line 19j
2. Credits/Payments
A. Prior Payments $11,500.00
B Discount $605.24
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(3)
(4)
(5)
Make check payable to: REGISTER OF WILLS, AGENT.
$12,501.16
$12,105.24
$395.92
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 "intrust 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(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)). 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.
Total Credits (A + B) (2)
KEV-1502 EX+ (11 03j
``.. Pennsylvania ~~~IEpULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
o~~r~~~ yr FILE NUMBER
Vera L. Whisler 21-12-502
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or seli, both having reasonable knowledge of the relevant facts.
Real property that isjointly-owned with right of survivorship must be disclosed on Schedule F.
Attach a copy of the settlement sheet If the property has been sold.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
i. Decedent's real estate located at 13 East Main Street, Shiremanstown, FA 17011 $118,700.00
Tax Parcel No. 37-23-0555-082A 2010 Tax Assessment X CLR 1.00
TOTAL (Also enter on Line 1, Recapitulation.) I g $118,700.00
If more space is needed, insert additional sheets of the same size.
' TaxD13 Result Details http:!/taxdb.ccpa.neddetails.asp?id=37-23-0555-082A&...
Detailed Results for Parcel 37-23-0555-082A in the 2010 Tax Assessment
DistrictNo ~ ~37
Parcel_ID 37-23-0555-082A
MapSuffix
~HouseNo 13 i
Direction E
Street
~~~ MAIN STREET
Owner! i WHISLER, VERA L'
C/O _.. _ ._..._, _. .
PropType ! "-
~_
PropDesc
LivArea ~ 1264
CurLandVal' 28800
CurImpVal . 89900
CurTotVal 118700
CurPrefVal _
Acreage .07
_..
CIGrnStat
TaxEx ~1
SaleAmt
SaleMo OS
_.. _~ _.
SaleDa ! 02
SaleCe 19
SaleYr ~77
DeedBkPage ~27D-00396
YearBlt 1908
HF File Date . 10/27!2004
f HF_Approval_Status ~A
atabase
1 of ] 4/23/12 10:44 AM
REV-1508 EX+ (11-IO)
~ ~z Pennsylvania SCHED~ILE E
DE7AR7MENT OF REVENUE CASH, BANK DEPOSITS & MISC.
]NHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Vera L. Whisler 21-12-0502
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
NUMBER
DESCRIPTION VALUE AT PATE
OF pEATH
1. M&T Bank CD Account #31003913915814. Principal $7,000.00, accrued interest $2.50 $7, 002.50
2. M&T Bank CD Account #31003913916565. Principal $10,000.00, accrued interest $3.70 $10,003.70
3. M&T Bank CD Account #31003914395750. Principal $4,800.00, accrued interest $6.02 $4, 806.02
4. M&T Bank CD Account #31003914395776. Principal $10,002.53, accrued interest $24.10 $10, 026.63
5. M&T Bank CD Account #34003914395859. Principal $8,249.04, accrued interest $.71 $8,249.75
6. M&T Bank CD Account #31003914470726. Principal $22,484.09, accrued interest $70.18 $22, 554.27
7. M&T Bank CD Account #31003914551261. Principal $13,608.74, accrued interest $8.32 $13,617.06
8. M&T Bank CD Account #31003915188063. Principal $2,674.66, accrued interest $5.49 $2,680.15
9. 1997 Buick $2,350.00
10. Decedent's personal property $1, 500.00
11. Union Banker's Nursing Home Benefit $2,790.00
12. 2011 PA Department of Revenue tax refund $334.00
13. 2011 Federal Income tax refund $139.00
TOTAL (Also enter on Line 5, Recapitulation) $ I 86,053.08
if more space is needed, use additional sheets of paper of the same size.
p~s~
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Phone 888-502349
F ax (302) 934-2955
May f 0, 2012
Andrew C. Sheely
127 S Market Street
P.O. Box 95
Mechanicsburg, PA 17055
Re: Estate of Vera L. Whirler
Social Security: 203-10-7782
Date of Death: Avri109.2012
Dear Sir or Madam:
Per your inquiry on May 5, 2012, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1. Type of Account Certiftccue of Deposit
Account Number 31003913915814
Ownership (Names o~ Edward J. Whirler (POA)
Vera L. Whirler
Opening Date 10!13!1999
Balance on Date of Death $7,000.00
Accrued Interest $ 2.50
Tonal $7,002.50
2. Type of Account Certificate of Deposit
Account Number 31003913916565
Ownership (Names of) Edward J. Whirler (POA)
Vera L, Whirler
Opening Date 06/132001
Balance on Dare of Death $10,000.00
Accrued Interest $ 3.70
Total $10,003.70
3. Tvpe of Account Certificate of Deposit
Account Number 310039!4395750
Ownership (Names of) Edward J. Whister
Vera L Whirler
Opening pate 10/07/1988
Balance on Date of Death $4,800.00
Accrued Interest $ 6.02
Total ------------ -- -
$4,806.02
4. Type of Account Certiftcate of Deposit
Account Number 31003914395776
Ownership (Names of) Edward J. Whirler (POA)
Vera 1_ Whister
Opening Date 03/02/1990
Balance on Date of Death $10,002.53
Accrued Interest $ 24.10
Total - - -------- ----
--- ---------------- -
5. Type of Account Certificate of Deposit
Account Number 31003914395859
Ownership (Names ofl Edward J. Whirler (POA)
Vera L Whirler
Opening Date 1029/1990
Balance on Date of Death $8 249.04
Accrued Interest $ 71
Total $8.249.75
6. Type of Account Cenificate of Deposit
Account Number 3IOG3914470716
Ownerslu'p (Names of) Edward J. Whirler (POA)
Vera L. Whi sler
Opening Date 01/20/1995
Balance on Date of Death $22, 484.09
Accrued Interest $ 70.18
Total _-_.-___ .
$22.554.27 --- __-----.-
i. Type of Account Certificate of Deposit
Account Number
1 31003914551261
Ownership (Names ofl Edward J. Whirler (POA)
Vera G Whirler
Opening Date 01/l2/1997
Balance on Date of Death $13,608.74
Accrued Interest $ g,32
Total - ---_.-_--.-.--
$13,617.06
8. Type of Account Certificate of Deposit
Account Number 31003915188063
Ownership (Names of) Edward J. Whirler (POA)
Vera L. Whister
Opening Date 04/Og/2005
Balance on Date of Death $2,674.66
Accrued Interest $ 5.49
Totes! --------- - -
$2, 680.15 -- --
For any additional information on the above accounts, including ownership and any changes, dosures and/or reimbursement of funds,
please call the Mechanicsburg 717b97-1515.
We were unable to lo~te any safe deposit box for the above•mentioned decedent
This letter does mt indude any accounts in which the deceased may Lave been listed as Power of Attorney, tl~siodian of Uniform Transfers,
Representative Payee, or Trustee under a Written Agreement.
Sincerely,
Valarie Mercer
Adjustment Services
REV-1509 EX+ (OS-10)
~s~
' ~ ,~~x Pennsylvania
DEPARTMENT OF REVENGE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF:
Vera L. VVhisler
sc~EOU~E ~
7pIiVTIY-O'+NI~EA PROPERTY
FILE NUMBER:
21-12-0502
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 Edward J. Whisler
B.
C.
]OINTLY OWNED PROPERTY:
887 King Street, Lewisberry, PA 17339
Son
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
]OINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR
IDENTiFY1NG NUMBER. ATTACH DEED FOR i0[NTLY HELD REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET % OF
DECEDENT'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S [MEREST
1. A. 6/28104 Member's 1st Savings Account#24707.8.00, Principal $2,087.38, accrued $2,087.49 50% $1,043.74
interest $ .11
2. A 6128/04 Member's 1st Investment Savings Account#247028-05, Principal $30,170.95 50% $15,085.47
$30,168.31, accrued interest $2,64
3. A 7/29/09 Member's 1st CDAccount#247028-42, Principal $38,270.80, accrued $38,278.35 50% $19,139.17
Interest $7.55
4. A 10106/04 Member's 1st CD Account#24702843, Principal $6,520.88, accrued $6,521.52 50% $3,260.76
interest $.64
5. A 11!05/10 Member's 1 st CD Account #24702844, Principal $8,075.87, accrued $8,076.84 50% $4.038.42
interest $.97
6. A 11/16/10 Member's 1st CD Account #24702845, Principal $4,466.70, accrued $4,467.09 50% $2,233.54
interest $.39
7. A Citizens BanklnvestmentAccount#L7C-064637 $37,178.69 50% $1$,589.34
8. A PrudentiallnvestmentAcwunt#2808458775 $16,138.07 50% $8,069.03
TOTAL (Also enter on Line 6 Recapitulation) I $ 71,459.47
If more space is needed, use additional sheets of paper of the same size.
St
MEMBERS 1St
PEDERAr. CREDIT UNION
SAVINGS ACCOUNT:
Account NumberlSuffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
INVESTMENT SAVINGS ACCOUNT•
Account NumberlSuffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES OF DEPOSIT:
Account NumberlSuifix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Inter®st
Name of Joint Owner
Date Joint Ownership Established
247028-00
06/28/2004
$2,087.38
$.11
$2,087.49
Edward Whisler
06/28/2004
247028-05
06/28/2004
$30,168.31
$2.64
$30,17D.95
Edward Whisler
06/28/2004
247028-42
06/29/2010'
$38,27D.80
$7.55
$38,278.35
Edward Whisler
06/29/2010
2470283
10107!2010°
$6,520.88
$.64
$6,521.52
Edward Whisler
10/07/2010
'ROLLOVER FROM CERTIFICATE 247028-40, ORIGINALLY ESTABLISHED 07/29!2009.
"ROLLOVER FROM CERTIFICATE 2470281. ORIGINALLY ESTABLISHED 10/06/2004.
CERTIFICATES Of DEPOSIT:
Account NumberlSuffix 247028-44 2470285
Date Account Established 11/05/2010 11/16/2010
Principal Balance at Date of Death $8,075.87 $4,466.70
Accrued Interest to Date of Death $.97 $.3g
Total Principal and Accrued Interest $8,076.84 $4,467.09
Name of Joint Owner Edward Whisler Edward Whisler
Date Joint Ownership Established 11/05/2010 11/16/2010
VISA ACCOUNT:
Account Number 4672090000101279'
Date Account Established 06!29/2004
Pdnoipal Balance at Date of Death $36.00
Name of Joint Cardholder None
*CONTRACTUAL PLEDGE OF SHARES.
EM RS 1~ FELXa/`-~ REDI O~
~~
Danielle A. Kline
Lending Insurance Support Specialist
May 3, 2012
Estate of: VERA L. WHISLER
Date of Death: 04/09/2012
Social Security Number: 203-10-7782
5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 ~vwmemberslst.org
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Page 1 of 4
VERA L WHiSLER Your SSN/Tin#: ON FILE
EDWARD J WHISLER JTWROS
13 E MAIN ST Your Account
SHIREMANSTOWN PA 17011 2808458775 Non-Retirement
Mutual Fund Statement -January 1, 2012 to March 31, 2012
Opening Balance
Additions
Subtractions
Investment Results
Closing Balance
Dividends
Capital Gains
Personal Performance*
1st Qtr
Jan O1, 2012 to Mar 31, 2012
Year-to-Date
Jan 01, 2012 to Mar 31.2012
$15,762.69 $15,762.69
$0.00 $0.00
$0.00 $0.00
+$375.38 +$375.38
$16,138.07
$155.07
$0.00
+2-38 ~Y-
$16,138.07
$155.07
$0.00
+2.38 %
Tax Exempt
1 OOYe
' Calculated using adollar-weighted rate of return method for the period(s) listed. Results are based on your spec'rfic activity and may not reflect overall fund performance.
Standardized fund pertormance is available by speaking with your financial professional or by visiting www.prudentisl corn. Note: There are other personal performance formulas
- that may yield different figures, and past perfomlance is not indicative of future resuks.
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REV-i51G EX+ !08-09j
~~
°~ . ~ Pennsylvania
DEPARTMENT UP REVENUE
INHERITANCE TAX RETURN
RES]DENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS AND
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
Vera L. Whisfer 21-12-0502
This schedule must de completed and filed .f the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INC~u°E mE NawE care -RANSrEREE, TNE'.R aEtnnorvsnly To oECE°enT aNO
TREOareorlxaNSreR aracHaccvror?r.E°EeoFORREacESraTE.
DATE OF DEATH
VALUE OFASSE7
% OF DECD'S
INTEREST
EXCLUSION
travvrcaetEt
TAXABLE
VALUE
I. WeIlsFargolRA-Account#5110-3308 Beneficiary: $13,597.35 100% $13,597,35
Edward J. Whisler, 887 King Street, Lewisberry, PA 17339
2. RiverSource Annuity -Contract #9920-5866670 $6,791.5 100% $6,791.55
TOTAL (Also enter on Line 7, Recapitulation) $
If more space is needed, use additional sheets of paper of the same size.
20, 388.90
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RiverSource ~®
Annuity Statement
RiverSource° Quantum Select Annuity
Ownership Information Contract Information
Vera L Whisler Contract number:
Clarence L Whisler Total payments:
13 East Main Street Issue date:
Shiremanstown, PA 17011-6310 Payment irtitiai guarantee:
Money-back guarantee:
Annuitant:
Payment Type:
Statement Period 04/25/2010 to 04/24/2011
RiverSource Life
insurance Company
829 Ameriprise Financial Center
Minneapolis, MN 55474
9920-5866670
$5,284.36
04/24/2003
One (1) year
Not selected
Vera L Whisler
Non-Qualified
Summary of Activity
Beginning Annuity Value 04124/2010:
Plus additional payments:
Plus interest earned:
Minus withdrawals:
Ending Annuity Value 04!24/2011:
Current Withdrawal Value:
Reflects annuity value less any withdrawat charges.
$6,593.74
0.00
197.81
0.00
$6,791.55
$6,791.55
Transactions During Statement Period
Date 'IY ansaction Amount
No transactions in this statement period.
Current Interest Rate Being Earned
Current Payment
Value
$ 6,791.55
Effective Annual
Interest Rate
3.00 ~
ps~nzrsv.~o~ rsa ssm sa~~o
RE`%-1511 EX+ (1D-09?
~~~ i' Pennsylvania SCHEDULE H
~~ °eaanrroe"TOEaeveNUE FUNERAL EXPENSES AND
""eRITaNCE Tax aETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Vera L. WMisler 21-12-0502
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMQUNT
A. FUNERAL EXPENSES:
I' Myers-Buhrig Funeral Home $11,814.00
B. ADMINISTRATIVE C05T5:
1. Personal Representative Commissions: $0.00
Name(s) of Personal Representative(s) Edward J. VVhisler
Street Address .887 King Street
city Lewisberry ___ state PA zIP 17339
Year(s) Commission Paid:
$2,250.00
2. Attorney Fees: ~~~~~, ~'~J ~ ,~ ~lz°~°~Y~ ~ S~rui
3. Famlly 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: $373.50
5 Accountant Fees: $150.00
6. Tax Return Preparer Fees:
7. Misc. Postage $g.80
$ Filing Fee $15.00
5. Reserves to conclude Estate administration, Tina; accountings $600.00
_ yv _ TOTAL (Also enter on Line 9, Recapitulation) f $ 15.211.30
if more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ !12-08)
" • ~ Pennsylvania SCHEDULE I
OEPggTMENT OF REVENUE (DEBTS OF IDE~EIDENT
r
INMERITgNCE TqX RETURN MORTGAGE LIABILITIES & LIENS
RESIDENT DECEDENT
ESTATE OF
Vera L. Whisler FILE NUMBER
21-12-0502
Report debts incurred by the decedent prior to death that remained unpaid at the date of death
including unreimb
ITEM
d
,
urse
me dical expenses.
NUMBER DESCRIPTION VALUE AT DATE
1. PAAmerican Water -final bill OF DEATH
$182.24
2. PPL Electric -final bill
$238.53
3. Verizon -final bill
$160.58
4. Electric water heater replacement -final bill
$473.00
5. Interestate Waste -final bill
$111.06
6. Lower Allen Township sewer -final bill
$165.00
7 Patient First -final bill
$10.00
$ Pinker & Associates - 9nal bill
$25.00
9. Appalachian Orthoopedic Center -final bill
$25.00
10. Alert Pharmacy -final bill
$162.89
11. Decedent's 2012 real estate taxes -final bill
$1,314.83
12. Sadler Oil -final bill
$718.27
TOTAL (Also enter on Line 10 Recapitulation) I $ 3,586.40
If more space is needed, insert additional sheets of the same size.
REV-1513 Ex+ (Ol-10I
~r` Pennsylvania
DEPARTMENT DF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE QF:
Vera L. VVhisler
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
1, Edward J. Whisler, 887 King Street, Lewisberry, PA 17339
FILE NUMBER:
21-12-0502
KtLAIIUNSHIP IU UtCtUtNf HInVUIVI VK ~hIHKt
Do Not List Trustee(s) Of ESTATE
Son
100% Rest, Residue &
Ramainriar
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SNOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II 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
0
VERA L. WHISLER
I, Vera L. Whisler, of the Borough of Shiremanstown, County
of Cumberland and State of Pennsylvania, being of sound mind and
memory, do make, publish and declare this my last Will and
Testament, hereby revoking any and all wills by me heretofore
made.
FIRST: I direct that all my just debts and funeral expenses
be paid by my Executor, hereinafter named, as soon as possible
after my decease.
SECOND: All the rest, residue and remainder of my estate,
whether real, personal or mixed, I give, devise and bequeath to
my husband, Clarence L. Whisler, providing he shall survive my
death by sixty (60) days.
THIRD: Should my husband, Clarence L. Whisler, predecease
me or fail to survive my death by sixty (60) days, then I give,
devise and bequeath said residue and remainder of my estate to
my son, Edward 3. Whisler.
FOURTH: My personal representative shall have the following
powers in addition to those vested in him by law and by other
provisions of my Will, applicable to all property, whether prin-
cipal or income, exercisable without court approval and effective
until actual distribution of all property:
(A) To retain any or all of the assets of my estate,
whether real or personal, without regard to any principle of
diversification, risk or productivity.
(B) To sell at public or private sale any real or
personal property for such prices and upon such terms or con-
ditions as he deems pxoper.
(C) To compromise any claim or controversy.
(D) To exercise any option, right or privilege granted
in insurance policies or in other investments.
FIFTH: I appoint my husband, Clarence L. Whisler, the
Executor of this my last Will and Testament. Should he fail
to qualify or cease to act as Executor, then I appoint my son,
Edward J. Whisler, Executor in his stead.
IN WITNESS WHEREOF, I have hereunto set my hand this
day o f ~.~~~D"~tt~ll , 19 7 5 .
Vera L. Whisler
Signed, sealed, published and declared by the above named
Testatrix as and for her last Wi11 and Testament, in our presence
who, at her request, in her presence and in the presence of each
other, have hereunto subscribed our names as attesting witnesses.
,_
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