HomeMy WebLinkAbout05-13-13 J 150561014�
R�tI�� Gt1t1 ex {o�-�a}
Y a V 1J OFFICIAL USE ONLY
PA pepartment of Revenue
Bureau of Individual Taxes County Code Year File Number
ao eox 2aoso� INHERITANCE TAX RETURN 2 1 1 2 1 2 8 ?
tiarris6urg PA 1712s-06o1 RESIDENT DECEdENT
ENTER DECEDENT INFORMATION BELOW
Social
1 1 2 3 2 � 1 2 b � b � 7, 9 2 3
pecedenPs Last Name Suffix DecedenPa Firet Name MI
B I X L E R M A B E L R
{if Appiicable}Enter Surviving Spouse's intormation Below
Spouse's Lest Name Suffix Spouse's First Name MI
Spouse's Social Security Number
THIS RE7URN MUST BE FII.ED IN DUPLICATE WITH THE
REGISTER OF WlL�3
PiLI IN APPROPRIATE OVALS BELBW
o 1.Original Return � 2.Supplemental Return � 9. Remainder Retum(date of death
prior to 12-13-82)
� A.�imited Estate � 4a Futura Interest Compromise tdate of � 5.Federai Estate 7ax Return Required
death after 12-12-82)
Q 6.Oecedent 6ietl Testate � 7. Decedent Maintained a Living Trust � 8.Total Number of Safe Deposit Boxes
(Attach Gopy of W ill) (Attaeh Copy of Trust}
� 9.I.itigation Proceeds Received � 10.Spausai Poverty Credft{date pf death Q t t.Election ta tax under Sec.9113(A}
between 12-31-91 and 1-Y-95) (Attach Sch.O)
CORRESP6NDENT•THIS SECTION MUST BE COMPLETED.ALL CORRE$PONDENCE AND CONFIDENTIAL TAX INFORUATION SHOULD BE�IRECTED T0:
Name Daytime Te6ephoae Nwnber
W I L L I A M A • D U N C A N 7 ]c7 2 4 � 'ia'�'ii8 0
� � � � �
cizue�oF w�s u�;; v -�
._, c:
."i�I � � W ". _+;
First line Of address b Cn -`� '`� '"7
.s.. .. -J"„ 6 LS
1 I R V I N E R 0 W I ° " � � "" `"�
rr o - , � -_,
Second line of address � � F� �=` �>
`�7 1 ��"n; P`i
A � � �
DAT�FILED �
City or Pbst Office State ZIP Code ..__ . ____—��
C A R L I 3 L E P A 1 7 0 L 3
Correspondenese•maiiaddress: billa�duneanhartmanlaw.eom
Under penatties of perjury,I declare that I have examined t�is reWm,InGUtlin9 accompanying sehetlules antl statements,arM to the best of my knowledge anC beliaf,
it is true,correct a�cvmpiete.DeclaraUOn of preperer oNer than the personai represen�tive is Uased a�aq information of w�ich preparer hes any knovAadge.
;M�IATURE OP PERSON'ES Op N$tBIE FOR PItiNG RETURN DATE
9.i�Ui1G�f^�w q L/L�J���
'AD�RESS
2ti6 t1C LdND DRIVE t1T• HO��Y SPRINGS PA ],7�65
SI TU pF OT E A RESENTATIVE DA7E
� /(�,(i�� f�
�ADD ���+T
6 GIET�EY DRIVE {AR�ISI.E PA 17I�15
PLEASE USE ORIGINAL FORM 4NLY
SId6'1
� 1505610140 1505610140 �
� 1505610240
REV-15p0 EX
RECAPITULATION
i. Reai Estafe{SChedule A} .. . ... .. ... .. ... ... . .. ... ... ... ... .. . ..... . 1. •
2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. L 2 1] 0 . 0 0
3. Gbsely Heid Corparatian,Partnership or SoirProprietorship{5chedule C} ,.... 3. •
a. Mortgages antl Notes Recefvable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. •
5. Cash,Bank Depasits antl Misceilaneous Personai Property{SChedule E}... .... 5. 2 � 5 5 3 , 7 4
6. Jointly Owned Property(SChedule F) ❑ Separate Billing Requested . . . . . . . 6. •
7. Inter-Vivos Transfers&Miscellaneous N,qp�Probate Property
{Schedule G) (� Separate Billing Requested .,..,.. t. .
8. Tatal Gross Axsets(rotal 4ines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 2 9 7 5 3 . 7 4
s. Funerai eacpenses a�t+aministrative Costs{schedu�e ti} .. . ... ... .. . .. ... . s. 3 0 y 3 . 1 0
10. Debks of Decedent,Mortgage Liabilities, aad Liens(Schedule I) . . . . . . . . . . . . . 10. 9 3 4 4 . 0 �L
1 t TWaI Deductions{tota7 lines 9 and 10} ... ... ... ...... .. . ... ... .. ..... 11. 1 2 3 5 7 . 1 2
12. Net Value of Estate(Line$minus Line 11) . . . . .. . . . . . .. .. . . . . .. . .. . . . . 12. 1 � 3 9 6 . 6 Z
13. Chantabie and Govemmentai BequeststSec 91 t3 Tmsts for whlcn
an eiection to tax has nat been made{Scheduie J) . .. .. . ... . ... ... .. .... 13. .
14. Net Value Subject to Tax(Line 12 minus Line 13) . . . .... . . . . . ... .. . . . .. 14. L � 3 9 6 . 6 Z
TAX GA�CULATION-SEE ItiSTRUCTI6NS F6R APPGICABIE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sac.9116
{a}{12)X_� � � . 0 � 15. O . � Q
16. Amount o(Line 14 taxabie
at�inea�rate x .o4s 1 7 3 9 6 . 6 2 �6. 7 8 2 . 8 5
17. Amount of Line 14 taxabie
at sibiing rate X.12 � . 0 0 17. � . � Q
78. Amount of Line 14 taxable
at Collateral rate X.15 0 . � � 18. � . � 0
19. TAX DUE . . .. . .... ... . ... . . ... ........ ...... ...... ... .. . ..... .. 19. 7 8 2 . 8 5
20. FII�IN THE OVAL IF YOU ARE REQUESTINCa A REFUND OF AN OVERPAYMENT �
Side 2
L 1505610240 15Q5610240 �
REV-t SoD EX Page 3 File Num6ar
Decedenfs Camplete Address: 21 12 1287
DECEDEN7'S NAME
MABE� R• BIXIER
STREETADpRESS � �Y '-�
700 WALNUT BOTTOM ROAD
__---__--_., — --- -- — — --
CITY 57ATE 21P
CARLISLE PA 17D13
Tax Payments and Credits:
1. Tax pue(Page 2,Line 19) (1) ?82 •85
2. Credds/Payments
A.Pria Payments b��'��
B.Discount 31• 58
Tofal Credits(A+g j �py 631-58
3. lnterest
l3)
4. If Line 2 is greater than Line 1 +Line 3,enter the differenoe.This is tha OVERPAYMENT.
Fill in oval on Page 2,Line 20 W requeet a refund. (4) p .p p
5. if k.ine 1�Line 3 is greater than Line 2,enter the difference.This is the TA7C DUE (5) 1 S 1•2 7
Make check payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLtOWING QUESTIONS BY PLAGING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or incane of the property UansFerredi ..._................................................................. ❑ �C]
b. retain the right to designate who sh211 use the property transferred or its income: ............................... ❑ �
a. retain a reversionary interest;or ................................................................................................ ❑ �
d. receive the�xanise for i'rfe of either payments,henefits�c�e? ..............................................._...... ❑ �
2. if death occurred a(ter December 12,1982,did decedent transter property wii�in one yesr of death
without receiving adequate consideralinn7 ....................................................................................... ❑ Q
3. Did decedent own an'in lmst fw'w payable-upon-death bank acawnt or security at his a her death9 ..._.... ❑ (�
4. 6id decedent own an individual refirement account,annoity w other non-probafe properfiy,which
contains a benefciary designation?.................................................................................................. ❑ �
!F THE ANSWER T{}ANY 4F TNE ABOVE QUESTIONS!S YES,YdU MUST GOMP�ETE SCHEDU�E G AND FILE IT AS PART t}F THE RETURN.
For dates of death on or after July 1, 1994,and before Jan. 1,1995,the tax rete imposed on the net value of Vansfers to or for the use af the surviving spouse is
3 percent[72 P.B.§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 dces not exempt a Vansfer to a surviving spouse frpm tax,and the statutory requirements for disdosure of assets and
fliing a tax retum are stili appiicabie even if the surviving spouse is the only beneficiary.
For dates pf death on or after July 1,2000:
+ The tax rate imposed on the net value of transfers fram a deceased child 21 years of age or younger at death to or for the use of a natural parent,an
adopUve parent or a stepparent ot 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 decedenCs lineai beneficiades is 4.5 percent,except as noted in
72 P.S. §9116(1.2)(72 P.S.§9116(a)(1)�.
s The taa�rate imposed on#he oet value o{transfers ta or for the use of the dec�ienYs sibiings is 12 percent[72 P.3.§911 B(a}{1.3}].A sibling is define�l,under
Section 8102,as an individuai who has at ieast one parent in crnnmon with the decedent,whether by biood or adoption.
REV-i543 EX t{B-99j
�l` SCHEDULE B
COMMONWEA�7H OF PENNSYLVANtA STQCKS & BONDS
INHERRANCETAXRETURN
RESIDENTDECEOENT
ESTATE OF FILE NUMBER
f1ABEL R- BIXLER 21 12 128?
All properry joiMtyavmed with right of survivorship must be dicelqsed on Schedule F.
ITEM VALUE AT 6ATE
NUMBER DESCRIPTION 4F DEATH
i. PRUDENTIAL - 24 SHARES X � 50 � 00 1,200 • 00
�SEE ATTACHED CHART]
TOTAL(Alsoenteronline2,Recapitulation) S 1,200•0�
(K more sP��rteeded,insert addiira�i shaeis of 1Ire sart�sI�)
.
REV-1508 E%«{g-98j
scHEOVCE E
con�w�n�TH oF Per�r+sr�VANw GASH, BANK DEPQSITS, & MISC.
INHERITANCETAXRETURN pERSONAL PROPERTY
RESIDENTDECEDENT
ESTATE OF FILE NUMBER
MABEI. R. BIXLER 21 12 7,287
Include the roceeds of Iitigatbn and the date the proceeds were received by ihe estate.
Aq pmperty �o�med wCh rigM of survivorsh��st be disaWsed on Sch�uN F.
ITEM VALUE AT DATE
NUA4BER 6ESCRIPTION OF DFATH
1. M&T BANK ACCT . � 7D2358 28,082•68
CSEE DdD tETTER ATTACHED�
2 � THE SENTINEL- REFUND 68 . 06
3- PRUDENTIA� DIVIDEND 38. 40
4. PRUDENTIAL ftEFUND ' 9•60
5• TAX REFUND 355.0�
70TAL(Aiso enter on Iine 5,RecapituiaGon} S 2 8,5 5 3.7 4
{It rtwre space is needed,it�se�t addidonal sheats ot the same size)
_ ... __ .. . .. _.. . _ .
REV-7s»Ex+{�o-os)
pennsylvania SCHEDULE H
�EPARTMENT OF REVFNUE FUNERAL EXPENSES AND
lNHERItANCETAXREtURN AdMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FlLE NUMBER
MABE� R. BIXLER 21 12 7,28?
DecedenYs debts must be repoAetl on Scherlule 1.
ITE�i
NUMBER 6ESCRIP710N AMOUNT
A. FUNEft4LEXPENSES:
i. HOLLINGER FUNERAL HOME 648.00
2. FUNERA� LUNCNEON Z50�0�
B. ADMINISTRATIVE COS7S:
1. Personal Represen#a6ve Cammissbns:
Name(s)of Persanal Representative(s)
StreetAddress
Ciry Siete ZIP
Year(s)Commission Paid:
p, AtromeyFaes: DUNCAN & HARTMAN� PC 1�487•68
3, Family Exemptlon:(Itdecetlen[s address is notihe same ssclaimanPa,atlach ezplanatlon.)
c�imarn
Street Address
CiTy Sbte ZtP
Relationship o(Ciaimant to Decedent
4. prooareFees: REGISTER 4F WILLS 173.50
5. AccountantFees:
$. Tax Retum Areparer F�+s;
7. CUMBERLAND LAW JOURNAL — LEGAL NQTICE 75.0�
8 � THE SENTINE� — I.EGAL AD ],78-92
9 . HELD IN RESERVE 3p0•00
TOTAI.(Also enter on Line 9,RecapiWlatian) S 3�013• 10
If more Space's needed,use additibnai sheeLa nt paper of the sa+ne size.
ftEV-1572 EX+(ap_48)
pennsyivania SCHEDULE I
DEPARTMFNT OF REVFNUE DEBTS OF DECEDENT�
iNHeRiTaNCEraxr�TUaH MORTGAGE llABiIITIES,&LIENS
RESIDENi DECEDENT
ESTATE QF FlLE NUMBER
t1ABEL R - BIXLER 21 12 128?
Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimburaed medical expenses.
ITEM VAIUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. FOREST PARK HEALTH CENTER 9,272•��
2 . GUARDIAN LTC . PHARMACY, INC • 3p . 46
3 • FLORIDA RADIOLOGY LEASING, LLC 6 . 56
4 . TURBO TAX PREPARATIDN FEE 35.00
TQTAL{Also entet an Line 10,Recapitmetian) S 9,3 4 4 •0 2
If more space is nceded,insert adtlNonal sheets of the same size,
REV-t5t3 EX*{D1-54I)
pennsyivania SCHEDULE J
�EPARTMENT OF REVENUE gENEFICIARIES
INHEPoTANCETA%RETURN
RESIDENT DECEDEM
ESTATE OF: FILE NUMBER:
t1ABEL R . BIXLER 21 12 1287
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND AD6RESS OF PERSON(S)RECEIVING PRpPERTY Do Not ListTrustee(s) OF ESTATE
� TAXA6LEQISTRIBUTIONS [Inciudeoutr'�hts�usaidisfibu�nsandiransfersunder
Sec.9116(a)(12}.]
t. SANDRA K• HEPFER �ineal
206 MC I.AND DRIVE 5�1%
MT- HflLLY SPRIN6S, PA 17065
2 . JUDITH A - LUDT Lineal
6 WESLEY DRIVE 50'/.
tARLISLE, PA 17t7],3
EN7ER DOLLAR AMOUNTS P4R DISTRIBU710NS SNOWN ABOUE ON LINES 15 TNROUGH 18 4P REV-1500 COVER SHEET,AS APPROPRfATE.
��, NON-TAXABLEDISTRIBUTIONS:
A.SPOUSAL DlSTRIBUTIQNS UNDER SECTIdN 9113 FOR WHICH AN ELECTION TO TAX IS N4T TAKEN:
1.
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTiONS;
3.
TQTAL OP PART I I-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-15�0 COVER SHEET. �
If more space is needed,use additional sheets of paper ot the same size.
REV-1500 Discaunt, Interest and Fenalty Worksheet
Discount Calculation
Totai Rmount Paid within three calendar man#hs af the decedent's date of death: 6 D 0•�Q
Discount: 31 • 58
Interest Table
i Year Days Delinquent Balance Due -�- Interest
this time period this year �his periad
._ - --
Before 19&1
- --�-- - ---
1982 -- -- --- ---
7983 __ _ __ ___
1984 ._ ___ _ _ _ - --
19$5 --- ---��. - - --
1986
3887 --- -- - ----- -
1988 throu h 1891 �- - - ----- -
_��_ __ �_
1992
1983 thtaugh 1994 - _ _ `- -- -
�--- -- - - — --
1595 through 1988 - --- -------- --
1999
2004----- - - - -- -
2001--- _-- - - ---- - -�
2002
20d3
2004 _- --- -- _ _ -
2005 _- --- --
-------- -- -- - -
2046
2007_---..___ - -.� -- - --_ �
2008
2009- __-- _-_.� - _ - (
2010 - ---- - --- -
-- -- - - --- � - -
- _- --- - - -- ----�
� _TOTALS_ _ _ __ w - --- —�
Penatty Caieula#on
If the decedenPS date of death was on or befpre March 31, 1993, insert the applicable amount:
Totai Baiance Due an January 17, 1996:—__ _
Penalty: ____ ___
k.
S
�'.
t
�
LAST WI�,L AND TESTAIVIENT
I, MABEL R. BIXLER, of South Middleton Taumship, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressiy
revoking alt Wiils and Codicils heretofore made bp me.
1. I direct rny axecufisices to pay all of my debts, funeral and administrative expenses as
s000 as may be done conveniently after my decease.
2. I autharize and empower rny executrioes to selt anp reaIty owned by me at rny death,
at either public or private sale, anfl to give gaad and sufficient deeds therefor, in fee simple, as I
couid do if living.
3. I give, devise and beyueath all of my estate of every nature and wharever situate as
fottaws:
(I} My property at 206 McLand Drive, Mount Holly Springs, ta my daughter,
Sandra K. Hepfer,
(2} My property at 163d0 Pina Ridge Palms {Lot S-8}, Ft. Myers, Florida, to
my daughter, Judith A. Ludt, and
(3} All the rest, residue and remainder to my two daughters, share and share
alike, the child or children of any deceased chiid taking tha share their parent would have taken if
I
�
living.
4. I nominate and appoint Sandra K. Hepfer and Judith A. Ladt, to be the executrices of
this my Last Will and Tastament, they aze to serve as suoh without bond.
5. I hereby suggest that my personal representaiives retain the services af Irwitt,
McKnight& Hughes as attomeys in Yhe settlement of my estate.
IN WITNESS WHEREQF, I have hereunto set my hand and seat this 17�` day af
October, 2004.
''�I� rfS'. �..�..TL�ss.. (SEAL}
MABEL R.BIXLEIt
5igned, sealed, published and declared by MABEL R. BIXLER, the Testatrix abave
narned, as and far her Last Wilt and Testamant, in the presence of us, who, at her request, in her
presence and in the presence of each other have sabscribed our narnes as witnesses hereta.
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ACKNUWLEDGMENT AND AFFIDAVIT
� VYE, MABEL R. BIXLER, 5HARON L. SCHWALM and MARTHA L. NOEL, the
testatrix and witnssses respectively, whose names aze signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that ttte testatrix signed and
execated the instrumant as her LasE Will, and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed; and that each a£the witnesses,
in the presence and hearing af the testatri�c, signed tha Will as a witness and that ta the best of
their lrnowiedge the testatrix was, at that Yime, eighteen years of age or alder, of sound mind and
under no constraint or undne influence.
��� s�' , ���—'
MABEL R. BIXLER
���X C�7':,3l�.;lt.�dal.Y.ra[ _
SHARON L CHWALM
M THA L,NOEL
Ct3MMONWEALTi3 OF PENNSYLVANIA .
. SS:
CdIJNTY OF CUMBERLAND .
Subscribed, sworn to and aeknowledged before me by, Mr�BEL R BTXLER, the
testatrix herein and subscribed and swom to before me by SHARdN L. SCHWALM and
MARTHA L. NQEL,witnesses,this 17"' day of October, 2000.
'�'?J . C�-�
Notary Pu 'c �
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Boro,CumberiaiW Coun(y
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O 1VI�TBank
499 Mitchell Road,Millsboro,DE 19966 Adjustmrnt Srnices
Phone 888-502-0349
F ax (302)934-2955
March 26,2013
Duncan & Hartman,P.C.
Attomey at Law
One Irvine Row
, Carlisle, PA 17013
Re: Estate of Mabel R. Bixler
Social Security: 193-18-5343
Date of Death: November 23.2012
Dear Sir or Madam:
Per your inquiry on Ma�+ch 18,2013,please be advised that at the time of death,the above-named decede�t had
on deposit with this bank the following:
1. 7}ye ofAccount CheckirrgAccouru
Accouru Number 702358
Ownership(Nanes o� Judith A.Ludt(POA)
Mabel R Bixler
Sandra Kay HepJer(POA)
Opening Date 09/01/1967
Bdance on Date ofDeath $28,1181.68
� Accrued IMerest $ .00
....... _._ _.._.. .__.
Twd $28,082.68
For tny additlood faform�tlon on 16e above�ccounts,ioelodiog oweerehip aed�ny c6augc�,cloanrn�od/or reimburoemeot of tunde,
pka�e all the Smeehalgt at 717-7AIFOSLI.
We were uo�bk ro loatt�oy s�fe depmit bo:Por the above-meotloned deetdmL
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