The URL can be used to link to this page

Home My WebLink About05-09-13 , � � 1505610140 REV-1500 EX (01-10) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO BOX 280601 2 p 1 2 1 0 7 3 _ Harrisburq, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDWYY Date of Birth MMDDYYYY � 8 0 1 2 0 1 2 0 1 ], 4 1 9 2 2 DecedenYs Last Name Suffix DecedenYs First Name MI K I N G J R G E 0 R G E W (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 � 2.Supplemental Return � 3. Remainder Return(date of death priorto 12-13-82) � 4. Limited Estate � 4a. Future Interest Compromise(date of � 5. Federal Estate Tax Return Required death after 12-12-82) QX 6. Decedent Died Testate � 7.Decedent Maintained a Living Trust _ 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) � 9. Litigation Proceeds Received � 10.Spousal Poverty Credit(date of death � 11. Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name DaytirrLe�Telephone N[�p�ber �� C c� -% �-i s D A V I D R . G A L L 0 W A Y 7 1's�'' 6 9 --�; �1�-�5 D � =� ;, -=-_ :._ r �G�T 'OF WILLS USEOI�LY � �" �� .. . C'^ ; , _. First line of address �y, � . . _ �•. 5 4 E • M A I N S T R E E T � � ��-' - ' Second line of address ` � ` . ! �_..o _.. ' - -.� '-. Cit Of POSt OffICe DATE FILED � Y State ZIP Code -- -_ _____ _ _ M E � H A N I C S BU R G P A 1 7 0 5 5 CorrespondenYs e-ma�i address: david(a�waltersqallowav.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. SIGNq`,TURE OF PEFtSO RESPONSIBLE FOR FILING RETURN ,�. DAT� `` � � L � ADDR S JU TH A - WOLFE 335 WESLEY DR • , APT 2�9 MECHANICSBURG, PA 17055 SIG EPAR OTHER THAN REPRESENTATIVE DATE -� _� ADDRESS DAVID R - GAL OWAY, ESQ - 54 E • MAIN ST • MECHANICSBURG, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1,505610140 1505610140 J �1 _ � , � J 1505610240 REV-1500 EX DecedenYs Social Security Number �ecede�rs Name: G E 0 R G E W • K I N G� J R • RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. • 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 6 4 3 9 . 3 2 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. 8 1 5 5 4 . 9 2 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property • (Schedule G) � Separate Billing Requested . . . . . . . 7. . 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 8 7 9 9 4 . 2 4 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 1 L 5 7 8 . 7 2 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 5 4 2 1 9 . 2 1, 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 5 7 9 7 . 9 3 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 2 2 1 9 6 . 3 1 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(�ine 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. 2 2 1 9 6 . 3 1 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 - � . � O 15. O . � � 16. Amount of Line 14 taxable at�inea�rate X.045 2 2 1 9 6 . 3 1 �g. 9 9 B . 8 3 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. p . p p 18. Amount of Line 14 taxable at collateral rate X.15 � • � � 18. � . � � 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 9 9 8 • 8 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � 1505610240 1505610240 J FtEV-1500 EX Page 3 File Number Decedent's Complete Address: 20 �2 1073 DECEDENT'S NAME GEORGE W. KING, JR. --- --- - - ---------- ___ ______ ---- STREETADDRESS — 1000 CLAREMONT RD -- - -— --__-- - -- -- ---_- — -- _- —- --T---- - CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: � Tax Due(Page 2,Line 19) (1) 998.83 2. Credits/Payments A.Prior Payments B.Discount 3,000.00 Total Credits(A+g� �2� 3,000.00 3. Interest 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. �3) Fill in oval on Page 2,Line 20 to request a refund. (4) 2,001.17 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 0.00 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: ...................................................................... ❑ ❑X b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ ❑X c. retain a reversionary interest;or ................................................................................................ ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ ❑X 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... � Q 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ QX 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 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 decedenYs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S. §9116(1.2)[72 P.S.§9116(a)(1)]. � The tax rate imposed on the net value of transfers to or for the use of the decedenYs siblings is 12 percent[72 P.S.§9116(a)(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. R�V-1503 EX+(6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE W. KING, JR. 20 12 1073 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MET LIFE STATEMENT OF TRUST INTEREST 6,439.32 COMMON STOCK TOTAL(Also enter on line 2,Recapitulation) $ 6 439.32 (If more space is needed,insert additional sheets of the same size) _ _ _ f2EV-1508 EX+(11-10) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: GEORGE W. KING JR. 20 12 1073 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. M&T 80,102.20 CHECKING ACCT XXXXXX2320 2. PENNSYLVANIA TREASURY UNCLAIMED PROPERTY 9.66 CLAIM# 100705417 3. U.S. RAILROAD RETIREMENT BOARD 1,157.80 LUMP SUM PAYMENT- DEATH PAYMENT 4. DEPOSIT 97.56 CASH 5. CLAREMONT NURSING AND REHABILITATION CENTER 122.80 REFUND 6. HIGHMARK 64.90 PRESCRIPTION DRUG PLAN PREMIUM REFUND TOTAL(Also enter on Line 5,Recapitulation) $ 81 554.92 If more space is needed,inseR additional sheets of paper of the same size REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE W. KING, JR. 20 12 1073 DecedenPs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNER,4L EXPENSES: 1. MYERS-BUHRIG FUNERAL HOME AND CREMATORY 2,088.35 DIFFERENCE BETWEEN PREPAID FUNERAL SERVICES AND ACTUAL INVOICE B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) JUDITH A. WOLFE 4,399.71 StreetAddress 335 WESLEY DRIVE, APT. #209 City MECHANICSBURG State PA Z�p 17055 Year(s)Commission Paid: 2013 2. AttorneyFees: DAVID R. GALLOWAY 4,399.71 3, Family Exemption:(Ii decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4 ProbateFees: REGISTER OF WILLS OF CUMBERLAND COUNTY 499.50 5 Accountant Fees: 6. Tax Retum Preparer Fees: 7. ESTATE NOTICE PUBLICATION -CUMBERLAND LAW JOURNAL 75.00 8. ESTATE NOTICE PUBLICATION -THE PATRIOT NEWS 116.45 _ TOTAL(Also enter on Line 9,Recapitulation) $ 11 578.72 If more space is needed,use additional sheets of paper of the same size. REV-1512�X+(12-08) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT� INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER GEORGE W. KING JR. 20 12 1073 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ALERT PHARMACY SERVICES, INC. 61.27 2. PINKER&ASSOCIATES- PODIATRIST 4g g9 NAIL FILING 3. DR. RICHARD L. GRIFFITHS, D.O. 27 99 OFFICE VISIT 4. DEPARTMENT OF PUBLIC WELFARE -CLAIM #560279843 53,745.13 5. M&T BANK 25.30 FEE FOR DELUXE CHECKS 6. ALPHA DIAGNOSTICS LLC 29.53 X RAYS 7. CLAREMONT NURSING AND REHABILITATION CENTER 280.00 ROOM & BOARD _ TOTAL(Also enter on Line 10,Recapitulation) $ 54 219.21 If more space is needed,insert additional sheets of the same size. REV.1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: GEORGE W. KING JR. 20 12 1073 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. Judy Wolfe Lineal 25.00 1 West Penn Apt 121 Carlise, PA 17013 2. James King Lineal 12.50 925 Jay Ct. Glen Burnie, MD 21061 3. Janine Thomas Lineal 12.50 279 Roesler Avenue Glen Burnie, MD 21061 4. Timothy King Lineal 8.33 825 Avenida Taco Vista, CA92084 5. Jeffrey King Lineal 8.33 1400 East 4th Street Anchorage, AK 99501 6. Christopher King Lineal 8.33 6909 O'Brien Street Anchorage, AK 99507 7. Willaim E. King Lineal 6.25 3938 Pollypine Drive Virginia Beach, VA 23452 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN 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. $ If more space is needed,use additional sheets of paper of the same size. . _ � ' Continuation of REV-1500 Inheritance Tax Return Resident Decedent GEORGE W. KING,JR. 20 12 1073 DecedenYs Name Page 2 File Number Schedule J - Beneficiaries - 1 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).] 8. Shannon King Lineal 6.25 901 W. Southern Avenue Suth Williamsport, PA 17702 9. Jonathan King Lineal 6.25 351 Teal Aly Willaimsport, PA 17702 10. William Jarod King Lineal 6.25 817 Meade Street Williamsport, PA 17701 . c7 =� ' �� rv -7-i - ��i � =j � ��-C7 � �-� , - �r �_t . z� ,_ -�-� ,-,-� � �.�� xt.� C� .e��x�C�ext� �-��f ' � �;- �.._,- ' , ,_ .. c,,,- ;. C7C_' � - -- OF �'�` -= - ��: _R; � � D y c.� r GEORGE A. KING, JR. � BE IT REMEMBERED, that I, GEORGE W. RING, JR. of 6027 William Drive, Mechanicsburg, Hampden Township, Cumberland County, Pe.^.:�sy�va^ia, being of sc•snd �rind, memory and understanding, da 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 1: `I direct that my he�einafter named Executrix pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. With this direction, I authorize and empower my Executrix to expend for my funeral expenses and interment such amounts as she may consider necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2 : I direct my Executrix 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, 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 or 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 3: 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 wife, MARY E. KING provided she survives me for a period of thirty (30) days. ITEM �4 : In the event that my beloved spouse predeceasas me, or dies on or before the thirtieth (30th) day following my death, or should we die simultaneously, I then give and bequeath my entire residuary estate unto my issue in equal shares, per stirpes. TTr.M 5: In the event that any of my children should predecease me, leaving issue surviving, I give and bequeath the share of such deceased child to his issue. In the event that any of my children should predecease me without leaving issue surviving, I give and bequeath the share of such deceased child to my surviving children. ITEM 6: I nominate, constitute and appoint my wife, MARY E. RING, as Executrix of this my Last Will and Testament. Should my wife predecease me, fail to qualify, cease to act, or renounce probate, I appoint my son, WILLIAM E. KING of Harrisburg, Pennsylvania, as alternate Executor, and my daughter, JIIDITS A. WOLFE, as second alternate Executor of this my Last Will and Testament. ITEM 7 : I direct that my hereinbefore named Executrix shall not be required to give bond for the faithful performance of her duties in this or any jurisdiction. IN WITNESS WHEREOF, have hereunto set my hand and seal this �,3 day of �!� , 1993 . ,t. • �Y % GEORGE . KING, JR � The preceding instr.ument, c��siszir� of this and two (2) other typewritten page, was on the day and date thereof signed, sealed, published, and declared by the Testator herein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. 7 - t O F �� ' i I� r) , < :;� > oF ��1� 1 /; •l:r.�1. i' 7 r ��` E. , ' _. - .��' _ - <� : � ,�-- /; i�' ' COMMONWEALTH OF PENNSYLVANIA . COUNTY OF YORK • ` �� We G GE . KING, JR. , -� � C and , <� , the Test or and the witnesses, resp ctively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament, and that he signed 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 their knowledge, the Testator was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. � � GEORG A. R , � ��r�`:F�, �' J' c�:-�}�t,-� �{�' 'r ,,, �' �... -T �l� SWORN TO AND SUBSCRIBED BEFORE ME THIS Z� AY /J , 1993 . �2�(�2C%� � / A:\93\GKING � � ' Nptarial S�I .18net S.Cxr.b,�sc��ary PubAC DiMsbur�Boro,York Cawriy �Ay Co►txnissron E�'es Oct 2�,1994 � erx�syNania of