HomeMy WebLinkAbout03-11-13 .aJ 1505610143
REV-'1500 Ex(02.11)
PA Department of Revenue y OFFICIAL USE ONLY
Depa peons Ivania county code rear File Number
Bureau of Individual Taxes e°" T'rmmf
PO Box.260601 INHERITANCE TAX RETURN 21 12 0876
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
06 12 2012 06 07 1925
Decedent's Last Name Suffix Decedent's First Name MI
WONDERS RUTH A
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
WONDERS LESTER E
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 2. Supplemental Return 3, Remainder Return(Date of Death
A. Limited Estate 4a,Future Interest CrFrornise S. Federal Estate Tax Return Required
(date of death after 12-12,82)
® g, Decedent Died Testate n �. Da ar8t MMa jj a tieing Trust S, Total Number of Sate Deposit Boxes
(Attach Copy or Witt) u (F }
9, Litigation Proceeds Received 7 10.daiweenP4lr-31 91 snot(Dale.Death ❑ 11'A Election
ttach Schedule 0)Sec.9113(A)
CORRESPONDENT•THIS SECTION MUST BE COMPLETED,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G MYERS 017) 7 0 4c 41&
M M
RDMW ROFWLS ME&LY
A r- 1--A M M
First Line of Address y� , z M l,-• ;a C_j
rn
301 MARRET STREET o °
C3 � 'st "rf
Second Line of Address ]
rn
PO BOX 109 n �-1 "-' i° -
0
City or Post Office State ,ZIP Coda DAT LED' rt
LEMOYNE PA 17043
Correspondents e-mail address: e9m@jdsw.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.
SIGNATURE OF PERSON RESPONSIBLE F R FILING RETURN DATE
ADDRESS A �� Ire William L Albert � 3
ADDRESS
339 Stoner Road East, Mechanicsburg, PA 17055
SIG RE OF PREPARFJR OTHER THAN REPRESENTATIVE DATE
Edmund G. Myers 3 f5
ADDRESS
301 MARKET STREET, Lemoyne, PA 17043
Side 1
�,,� 1505610143 1505610143 -45
1505610243
REV-1500 EX
RECAPITULATION
1. Real Estate(Schedule A)........................................................................................ 1.
2. Stocks and Bonds(Schedule B)............................................................................. 2.
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 9, 959 .21
6, Jointly Owned Property(Schedule F) (] Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous I�oq Probate Property
(Schedule G) u Separate Billing Requested............ 7,
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 9, 959 .21
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 4, 853 . 17
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 37 . 70
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 4,890 . 87
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 5, 068 . 34
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. 5,068 .34
TAX COMPUTATION-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.00 5,068 . 34 15. 0 . 00
16. Amount of Line 14 taxable 0 . 00 16. 0 . 00
at lineal rate X .045
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. 0 . 00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. El
Side 2
L, 1505610243 1505610243
REV-1500 EX Page 3 File Number 21-12-0676
Decedent's Complete Address:
DECEDENT'S NAME
WONDERS, Ruth A
STREETADDRESS
411 E. Lisburn Road
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
2. Credits/Payments
A. Prior Payments
B. Discount 0.00
Total Credits(A +B) (2) 0.00
3. Interest (3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box 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. (5) 0.00
Make Check Pa able 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;................................................................. ❑ ❑x
b. retain the right to designate who shall use the property transferred or its income;.......,..,... ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... x
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?....... ❑ ❑x
4. Did decedent own an individual retirement account,annuity,or other non-probate property which
contains a beneficiary designation?.................................................................................................................. ❑ ❑x
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 January 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)1. 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-1505 EX+(11.10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Ruth A 21-12-0876
InGutle the pprroceeds a(lit�ppaattion and the date the proceeds were received by the estate.
All Property lolntlyc ned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Distribution from Trust under Will of J. Floyd Grissinger-25%Residual heir/Final 3,500.65
Distribution
2 Distribution from Trust under Will of J.Floyd Grissinger 6.456.56
TOTAL(Also enter on Line 5,Recapitulation) 9,959.21
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10)
REV-1511 EX-(10-0) SCHEDULE H
pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
RESIDENT DECEDENT ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Ruth A 21-12-0876
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
William L Albert
Street Address 339 Stoner Road Ext
city Mechanicsburg state PA zio 17055
Year(s)Commission Paid 450.00
2. Attornev's Fees JOHNSON DUFFIE 450.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) 3,500.00
Claimant Lester E Wonders
Street address 411 E. Lisburn Road
city Mechanicsburg state PA zio 17055
Relationship of Claimant to Decedent Spouse
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 435.00
See continuation schedule(s)attached
TOTAL(Also enter on line 9,Recapitulation) 4,835.00
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
REV-1611 EX-(10-06) SCHEDULE H
Pennsylvania
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DEC ENTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
WONDERS,Ruth A 21-12-0876
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
William L Albert
Street Address 339 Stoner Road Ext
city Mechanicsburg State PA zio 17055
Year(s)Commission Paid 450.00
2. Aftornev's Fees JOHNSON DUFFIE 450.00
3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) 3,500.00
Claimant Lester E Wonders
Street Address 411 E. Lisburn Road
City Mechanicsburg State PA ziD 17055
Relationship of Claimant to Decedent Spouse
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 453.17
See continuation schedules)attached
TOTAL(Also enter on line 9,Recapitulation) 4,853.17
Copyright(c)2009 form software only The Lackner Group,Inc. Fonn PA-1600 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
WONDERS, Ruth A 21-12-0876
ITEM
NUMBER DESCRIPTION AMOUNT
Other Administrative Costs
1 Cumberland County Register of Wills-Filing fees for Inheritance Tax Return and Inventory 30.00
2 Reserves: Miscellaneous Costs and Expenses 200.00
3 The Cumberland Law Journal-Notice of Estate Administration 75.00
4 The Patriot News Co. -Notice of Estate Administration 148.17
H-B7 453.17
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+J12.09)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF MORTGAGE LIABILITIES AND LIENS
RETURN INHERITANCE TAX AX RET URRN N
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Ruth A 21-12-0878
Report debts incurred by the decadent prior to death that remained unpaid at Me date of death,including unrsimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Susquehanna Internal Medicine 37.70
TOTAL(Also enter on Line 10,Recapitulation) 37.70
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX-(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
WONDERS, Ruth A 21-12-0876
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
distributions,and transfers
under Sec.91 16 a 1.2
1 Estate of Lester E.Wonders Spouse(Deceased Entire Estate
c/o William Albert,Exe 7/1 412 01 2)
339 Stoner Road
Mechanicsburg, PA 17055
Total
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet as spIDroonate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
ESTATE OF RUTHA. WONDERS
alk/a RUTHA. CLINE alkla RUTHA ALBERT
a/k/a RUTH A. GRISSINGER
SCHEDULE OF EXHIBITS
EXHIBIT A Last Will and Testament for Ruth A. Wonders signed and dated
August 24, 1999.
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OF
RUTH A. WONDERS
BE IT REMEMBERED, that I, RUTH A. WONDERS, of 411
East Lisburn Road, Upper Allen Township, Cumberland
County, Pennsylvania, being of sound mind, memory and
understanding, do make, publish and declare this as and
for my Last =Will and Testament, hereby revoking and
making null and void any and all Wills and Testaments and
writings in the nature thereof by me, at any time
heretofore made.
ITEM is I direct that all my just debts and
funeral expenses be paid as soon after my demise as may
be convenient.
ITEM 2: All the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate,
whether it be real, personal or mixed, including property
over which I have a power of appointment, I give, devise
and bequeath unto my husband, LESTER E. WONDERS,
absolutely, provided he survives me for a period of
thirty (30) days.
ITEM 3: Should my husband, LESTER E. WONDERS, fail
to survive me for a period of thirty (30) days, or should
we die simultaneously, I then give, devise and bequeath
ten (10%) percent of my net estate to the church which
I am regularly attending at the time of my death.
ITEM 4: Should my husband, LESTER E. WONDERS, fail
to survive me for a period of thirty (30) days, or should
WI T S: /'
RUTH A.�WO E :' EAL)
R TH A. WONDERS
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we die simultaneously, I then give, devise and bequeath
all the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, whether it be
real, personal or mixed, including property over which I
have a power of appointment, I give, devise and bequeath
unto my, my son, RICHARD L. ALBERT, my son, WILLIAM L.
ALBERT, my daughter, DORA J. TROUP, my daughter, SHERRY
Y. EBY, and my step-daughter, CHRISTINE R. FREEMAN in
equal shares, per stirpes.
ITEM 5: I direct my hereinafter named Executor to
pay all inheritance, estate, succession and legacy taxes
of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, and may be subject and to
charge such taxes against my residuary estate, it being
my intention that none of the aforesaid taxes, either
federal or state, on any property required to be included
in my gross estate, under the provisions of any state of
federal law now in force or hereafter enacted, shall be
prorated among the persons interested in my estate to
whom such property is or may be transferred or to whom
any benefit accrues.
ITEM 6: I appoint my husband, LESTER E. WONDERS,
as Executor of this my Last Will and Testament. Should
my husband, LESTER E. WONDERS, predecease me, fail to
qualify, cease to act or renounce probate, I then appoint
my son, WILLIAM L. ALBERT, as Contingent Executor.
WITN S:
1 ; SEAL)
RUTH A. WONDERS
-2-
Should my son, WILLIAM L. ALBERT, precedes me, fail to
quality, cease to act or renounce probate, I then appoint
my daughter, SHERRY Y. EBY, as Contingent Executrix.
ITEM 7: I direct that my Executor, or his
successor shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
ITEM 8: My Personal Representative shall have the
following powers in addition to those vested in them by
Law and by other provisions of this, my Last Will and
Testament, exercisable without court approval, and
effective until distribution of all property:
1. To retain any or all of the assets of my
estate, real or personal, without restriction
to investments authorized for Pennsylvania
fiduciaries, as they from time to time may deem
proper, without regard to any principle of
diversification or risk.
2. To invest in all forms of property without
restriction to investments authorized for
Pennsylvania fiduciaries, as they from
time to time may deem proper, without regard to
any principal of diversification or risk.
3. To sell at public or private sale, to exchange,
or to lease for any period of time, any real or
personal property and to give options for
sales, exchanges or leases, for such prices and
upon such terms or conditions as they from time
to time may deem proper,
4. To allocate receipts and expenses to principal
or income or partly to each as they from time
to time may deem proper.
5. To borrow money from persons or institutions,
themselves included, and to mortgage or
pledge any or all real or personal property
as they in their sole discretion shall choose,
without regard to the dispositive provisions of
this instrument.
6. To compromise any claim or controversy asserted
W
a C, r 74 SEAL)
IJUTH A. WONDERS
-3-
by or against my estate or trust estate.
7. To make distribution in cash or in kind or
partly in cash and partly in kind, and in such
manner as they may determine, and at valuations
finally to be fixed by them.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal this --,` day of 7 1999.
WITNESS: 4(SEAL)
L=94�L — 9 11
R H A. NDERS
-4-
CONNONWEALTH OF PENNSYLVANIA
SS
COUNTY OF YORK
t
We, RUTH A. WONDERS, DAVID J. LENOX, ESQUIRE and
f
JANICE E. YOCUM, the Testatrix and the witnesses
respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix
i
signed and executed the instrument as her Last Will and
Testament and that she had signed willingly (or willingly
directed another to sign for her) , and that she executed {
i
it as her free and voluntary act for the purposes therein E
expressed, and that each of the witnesses, in the E
presence and hearing of the Testatrix, signed this Last t
Will and Testament as witness and that to the best of
their knowledge the Testatrix was at the time eighteen
I
(18) years of age or older, of sound mind and under no
constraint or undue influence.
z2 _ ;
R A. WON ER
WITNESS
ITNESS
i
s
Sworn to and subscribed
before me this a796h day of
1999.
i
NOTARY PUBLIC
MY COMMISSION EXPIRES:
Notarial Seal
S.Dawn CrfippiWleiler,Notary Ptuyblb
Dnitiftlonn Expirm May 17,
My Ce2001
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JERRY R. DUFFIE ELIZABETH D.SNOVER
RICHARD W. STEWART CAROLYN B.MCCLAIN
EDMUND G.MYERS L A W 0 F F I C E S JOHN A.Lucy
DAVID W.DELUCE ULYSSES S.WILSON
JOHN A.STATLER JULIA A.PHILLIPS
JEFFREY B.RETTIG JOHNSON MATTHEW RIDLEY
MARK C.DUFFIE BARRIE B.GEHRLEIN
JOHN R.NINOSKY DUFFIE
MICHAEL J.CASSIDY OF COUNSEL
MELISSA P.GREEVY HORACE A.JOHNSON
WADE D.MANLEY CADY VZUD:011111,JR,
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March 8,2013 C; �
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Register of Wills Office C r-
Cumberiand County Courthouse
One Courthouse Square
Carlisle,PA 17013
RE: Estate of Ruth A. Wonders a/k/a Ruth A. Cline a/k/a Ruth
A.Albert aka Ruth A.Gdssinger
File No. 21-12-0876
Our File No. 17447-1
Dear Register:
Enclosed for filing,please find the following:
1. 2 Original Pennsylvania Inheritance Tax Returns, There is no tax due. This is a spousal estate.
2. Inventory
3. One copies of Page I of the Inheritance Tax Return that we ask that you time-stamp and return to us.
4. One copy of the Inventory that we ask that you time stamp and return to us.
5. Estate Check No. 103 In the amount of$30.00 representing the filing fees for the Inheritance Tax and
Inventory
Thank you for your assistance in this matter, Should you have any question or require any additional information,
please contact the undersigned
Very truly yours,
NSON,DUFFIE,STEWART&WEIDNER
Al
Dana Wieseman
Estate Administration Paralegal
Enc.
c: William L.Albert,Executor
:544919
301 MARKET STREET P.O.BOX 109 LEMOYNE,PENNSYLVANIA 17043-0109
WWW,JDSW.COM 717,761.4540 FAX:717.761,3015 MAIL@JDSW.COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.