The URL can be used to link to this page

Home My WebLink About05-24-13 � 15�5610105 REV-1500�x�°��,«°�u�' PA Department of Revenue Pennsylvania OFFICIAI USE ONLY Bureau of Individual Taxes """"" "","".' Counry Code Year File Number PoeoXz8o6oi INHERITANCE TAX RETURN Harrisbur ,PA i91z8-o6oi RESIDENT DECEDENT 21 12 0987 ENTER DECEDENT INFORMATION BELOW Social Securiry Number Date of Death MMDDYYYV Date of Birth MMODYVVV 08/25/2012 11/01/1925 DeCedenPS Last Name Suffix �ecedenPS First Name Reed M� Evelyn p (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 � i. Original Retum O 2. Supplemental Retum O 3. Remainder Return(Date of Death Priorto 12-73-d"2) O 4. Limitetl Esta[e O 4a Fulure Interest Compmmise (da[e of O 5. Federal Estate iax Return Requiretl death afler 12-72-82) � 6. Decedent Died Testate O 7. Decedenl Maintained a Living Trus[ 0 8. Total Number of Sa(e Deposit Boxes (Aflach Copy of Will) (Attach Copy of Tmst.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Cretlit(Date of Death O it Election to Tax unaer Sec. 9113(A) Between 12-37-91 antl 1-t-95) (Altach SchedWe O) CORRESPONDENT- THIS SECTION MUST BE COMPLETEO.ALL CORRESPON�ENCE AND CONFIDENTIAL TAX INFORMATION SNOULD BE DIRECTED TO: Name Daytime Telephone Number Peter R. Henninger, Jr. (717) 533-7113 n 6L7TER OF WILLS Up,L('��y C' :� _` ftl _�:: �-.. --c.= First Llne of Address r,, ,., _,. � r.., 339 West Govemor Road --= Second Line of Address " � ` ��- "':� = �'� Suite 201 �� rv � Ci(Y Of POSI O(flCe St2te ZIP COde � DATE FILED�� 1 Hershey PA 17033 �� J �' CorrespondenPs e-mail address:�Bt@f@jOf185-heflfllflg@LCOfiI Under penalties ol perjury,I declare that I have examined ihis reWrn,including accompanying schedules and statements,and to the best of my knowledge and belief. it is irue,rqrrect antl complete.Declaration of preparer other than ihe personal represen�ative is based on all information of which preparer has any knowletlge. SIGNATURE OF PERSONg�SPO SI LE FO�LWG RETURN �� DATE �1�Y1/�-'c(`�Gt t/ , Qc �, r/zi/i3 ADORE S 1104 Mill Mar Road, Lancaste , PA 17601 /541 Windsor CL, Hummelstown, PA 17036 SIGNATURE OF P PARER O HER THAN REPRESENTATIVE DATE 1�-� riZ��3 ADDRESS 339 W. Governor Rd., Ste. 201, Hershey, PA 17033 PLEASE USE ORIGINAL FORM ONLY Side 1 � 15056101�5 1505610105 � f� , � 150561�205 REV-1500 EX(FI) DecedenPs Social Security Number oe�edeotsName: EvElyn D. RBed RECAPITULATION 1. Real Estate (Scheduie A). . . . . . . . . .. . . . . . .. . . . . . . . . . . . .. . . . . . . . . ... . .. t Q�� 2 Stocks and Bonds(Schedule B) . . . . . . .. . . . . . . . . . . . . . . . . . . .. . . . . . . .. . . . 2. 0.00 3. Closely Held Corporation, Partnership or Sole-Pmprietorship(Schedule C) . . . . . 3. 0.00 4. Mortgages and Notes Receivable(Schetlule D) . . . . . . . . .. . .. . . . . . . . . .. . .. . 4. 0.00 5. Cash, Bank Deposils and Miscellaneous Personal Property(Schedule E). .. . . .. 5. 50,244.8$ 6. Jointly Owned Property(Schedule F) O Separate Billing Requestetl .. ... . . 6. 0.�0 7. Inter-Vivos Transfers& Miscellaneous Non-Probate Property (Sr,hedule G) O Separate Billing Requested.. . . . . . . 7. 0.�� 8. 7otal Gross Assets(total�ines 1 through 7). . . .. . . . . . . .. . . . . . . .. . . . . .. .. 8. 50,244.88 9. Puneral Expenses and Administrative Costs(Schetlule H). .. . . . . .. . . . .. . . . .. 9. 18,635.80 10. Debts of Decedent,MoAgage Liabilities and Liens(Schedule I). . . .. . . . . . . .. . . 10. �5�.�� 1'I. Totai Deductions(total Lines 9 and 10). . . . . . . . . . . . . .. . . . . . . .. . . . . . . . . . . 11. 19,385.80 12. Net Valu¢of Estate(Line 8 minus Line 11) . . . . . . . . .. .. . . . . . . . . . . . . .. . .. . 12. 3Q859.08 13. Charitable antl Govemmental Bequesls/Sec 9113 Trusts for which � an elec[ion[o tax has not been matle(Schedule J) . . .. .. . ... . . . . . . . . .. . .. . 13. 0.�0 14. Net Value Subject to Tax(Line 12 minus Line 13) .. . . . . . . .. . . .. . . . . . . . . . . 14. 30,8SJ.�$ TAX CALCUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(12)X A 0 15. �.�0 16. Amount of Line 14 taxable � � at�inea�rate x 045 30,859.80 �g 1,388.66 17. Amount of line 14 taxable � at sibling rate X .12 1�. 0.0� 18. Amount of Line 14 taxable at collateral rate X.15 tg. 0.0� 19. TAX DUE . . . . . . . . . . 19. 1,$$$.C6 . . . . . . . . . . . . . .. . .. .. . . . . . . .. . . . . . . . . . .. . . . . . .. . 20. FILL IN THE OVAL IF YOU ARE RE�UESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 � REV-1500 EX(Fp Page 3 file Numbe� DecedenYs Complete Address: DECE�ENT'SNAME Evelyn D. Reed __ _ __ STREETADDRESS .. . ... . . . __ _._. . _ . . ... .._... . _... .... 605 Brenton Street _ _ . _ _ __ __ __ _ ._ _ _ . . cin _ _ _ . sinre _ __zia Chambersburg � PA 17257 Tax Payments and Credits: 1. Tax Due(Page 2, Line i9) (1) 1,388.66 2. Credi�s/Paymenls A. Prior Payments . .. .. . 0.00 B.Discourn 0.00 _-- - Total Credits(A+g� (2) 0.00 3. Interes� (3) 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the diflerence. This is fhe OVERPAYMENi � Piil in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. if Line 1 +Line 3 is greafer than Line 2,enter�he difference.This is the TAX DUE. (5) 1,388.66 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 transter and: Yes No a. retain ihe use or income of the properry iransferred ....................................................._..........._...................... ❑ � b. retain the right to designaie who shall use the property transferred or its income ............................................ ❑ � c. retain a reversionary interest ......................................_..._..............................................................,................. ❑ � d. receive lhe promise for life of either payments,benefi�s or care?................................................................_.... ❑ � 2. If dea�h occurred afler Dec. 12, 1982,did decedent transfer property within one year of death withoutreceivingadequateconsideration?.............................._._....................._..........._........ .. ❑ � . .................._._..... 3. Did decedent own an"in trust foP or payable-upon-death bank accowt or security at his or her death?.............. ❑ � 4. Did decedenf own an individual re�irement acwunt,annuity or other non-probate property,which .r,ontains 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. i, 1995,the�ax 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 oi death on or after Jan. i, 1995, the tax rate imposed on the net value of transfers ro 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 re[um 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 oi[he child is 0 percent[72 P.S.§9116(a)(t2)). . The tax rate imposed on the net value of transfers to or for the use of the decedenPs lineal benefcianes is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. . The tax rale imposed on the net value o(transfers to or for the use o(the decedenPs siblings is 12 percent[72 PS. §9116(a)(1.3)].A sibling is defned, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption, REV-lyile Eri+ ;t2-12; - � ; pennsylvania SCHEDULE A oePCarMmroFrtEVENUE REAL ESTATE INHENITAfICE TAX RETURN NESIDENi DECEDENT ESTATE Of: FILE NUMBER: Evelyn D. Reed 2Z�2_pgg7 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 mmpelled to 6uy or sell, both having reasona6le knowledge of the relevant Facts. Real property that is jointly-owned with right af survivorship must be discloseA on Schedule F. Attach a mpy of(he settlement shezt if the property has been sold. IiEM lnclutle a mpy of the deed showing decedent's interest if ownetl as tenant in mmmon. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1 None 0.00 TOTAL(Also enter on Line 1, Recapitulation.) $ 0.00 If more space is needed,use additional sheets of paper of Ihe same sire. R[Va5o3 E%+(8-i>7 �R� SCIIEDNLE B '� � �; pennsylvania DEPAHTMENI OF FEVtNt1E MHERITANCE TAX RETURN STOCKS & BONDS HESIDENT DECE�FNT ESTATE OF FILE NUMBER Evelyn D. Reed 2112-0987 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 None 0.00 TOTAL (Also enter on Line 2, Recapitulation) $ 0.00 [f more space is needed, insert addtional sheets of the same size REV-i5oq EX<(g-u) L'!'� pennsylvania SCHEDULE C �EPARr„FN�oFF��FN�F CLOSELY-HELD CORPORATION, �NHeairnNCernxaeruaN PARTNERSHIP OR fles��etir oeceoeNr SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER Evelyn D. Reed 2��2_0987 Schedule Gl or C-2 (induding all supporting information) must be a[tached for each dosely-held mrporation/partnership interest of the decedent, other than a sole-proprietorship. See instrudions for the supportinq information to be submitted for sole-proprietorships. ITEM NUMBER VALUE AT DATE NUMBER DESCRIPTION OF DEATH �_ None 0.00 70TAL (Also enter on line 3, Recapitulation) $ 0.00 Qf more space is needed, insert additional sheets of the same size) REV-lsD7 EX+ !04-13� � _ pennsylvania SCNEDULE D oEPAH,MFry,oF RE�Ery�E MORTGAGES & NOTES '""EH'T""�E r^x RET°R� RECEIVABLE RES�oeNr oECEOEr�r ESTATE OF FILE NUMBER Evelyn D. Reed 2112-0987 All property jointly owned with right of survivorship must 6e disclosed on Schedule F. ITEM VAWE AT DATE NUMBER DESCRIPTION OF�EATH � None I 0.00 I I I ( ( I I I I I I ( I I I I I I I I I I I I TOTAL(Also enter on Line 4, fiecapitulation) $ 0.00 (If more space is needed,insert atlditional sheets o(the same size.) REV-i5o8 Ex+(o&i�) ` � pennsylvania SCNEDULE E oEPnarMENroFaeveNUe CASH, BANK DEPOSITS & MISC. �rvneairnNCeraxaEruarv pERSONAL PROPERTY aES�oENr oECEOer�T ESTATE OF: FILE NUMBER: Evelyn D. Reed 2112-0987 Indude the praceeds of litigation and the date[he proceeds were received by the estate. All proper[y jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH �. Money Market Account No. 103008494 g �22 qg Orrstown Bank 2695 Philadelphia Avenue Chambersburg, PA 17201 2. 03-05 Month Growth CD#4000032801 40,756.83 Orrstown Bank 2695 Philadelphia Avenue Chambersburg, PA 17201 3. Dividend-Met Life 26.64 q. Final Payment-SERS 338.92 30 N.Third St.,Suite 150 Harrisburg, PA 17101-1716 TOTAL(Also enter on Line 5, Recapi[ulation) $ 50,244.88 [f more space is needed, use addtional sheets of paper of the same size. REV-Pill En+ (1��U4i � pennsylvania SCHEDULE H �EP^a�^^E��FaE�E��E FUNERAL EXPENSES AND ,""Ea'r""�E'"x R�°"" ADMINISTRATIVE COSTS RLSIDENT OECEDENT ESTATE OF FILE NUMBER Evelyn D. Reed 2112-0987 Decedent's debts must be reported on Schedule!. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: 1' Fogelsanger-Bricker Funeral Home, Inc. 12,137.05 e. ADMINISTRATIVE COSTS: 1. Personai Representa!ive Commissions: Name(s)of Personal Representative(s) Street Address .____. .._. . ... . ...._ .. . . . . .. . .. . . ... _.. .. City _... ... . . . ... _._ ..._ .. . State . _. . ZIP ______ Year(s)Commission Paid: _ _ . 2,500.00 2. Attomey Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) 3,500.00 ciaimant Samuel L. Reed, Sr. street address 605 Brenton Street _ _ _ __ _ c;ry Chambersburg __ _ _ _ _ state PA ZIP 17257_ _ Relationship of Claimant to Decedent .HUSbBftd __ ... 4. Probate Fees: 202.50 S. Accountant Fees: 6. Tax Retum Preparer Fees: �. The News-Chronicle Co.-Estate Ad 121.25 a- Cumberland Law Joumal-Estate Ad 75.00 e. Reserve for additional probate fees and expenses 100.00 TOTAL (Also enter on Line 9, Recapitulation) # 18,635.80 If more space is needed, use additional sheets of paper of the same size. RBJ-IS12 ini !l2-it) ' � pennsylvania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT, i^HERiT""�ET^XRET�R" MORTGAGE LIABILITIES & LIENS aesioENr uECEOENr ESTATE OF FILE NUMBER Evelyn D. Reed 2112-0987 Report deb[s incurred 6y the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VAIUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Jones 8 Henninger, P.C.-attorneys fees 750.00 for estate planning services TOTAL(Also enter on Line 10, Recapitulation) $ 750.00 If more spare is needed,insert addi[ional sheets of the same size. HFV-I517 EXt (01�10) � pennsylvania SCHEDULE J �„�.��,�„�rv� �„ ,��,�,,,, �N�,Ea�r�HCE r�x R�r�RN BENEFICIARIES Rt510fNT DFC[D[Nt ESTATE OF: FILE NUMBER: Evel n D. Reed 2112-0987 RELATIONSHIP TO OKEDENi AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(5) RECENING PAOPERTY Do Not List Trustee(s) OF ESTATE I TA%ABLE D6TRIBUTIONS[Indude ouVight spousal distributions and trans(ers under Sec. 9116(a)(1.2).] 1. Samuel L. Reed, Jr. Son 1/2 of Orrstown 541 Windsor Court Bank Accounts Hummelstown, PA 17036 & 1/3 of remainder 2 Martha J. Clayton Daughter 1/2 of Orrstown 1104 Mill Mar Road Bank Accounts Lancaster, PA 17601 & 1/3 of remainder 3 Terrance Reed Son 1/3 of Remainder 4524 Belmar Circle Madison, WI 53711 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES IS THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTR(Bl1TI0N5 A. SPOUSAI DISTkIBUTI0N5 UNDER SEQION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRBUTIONS: 1. TOTAI OF PART II - ENTER TOTAL NON-TAXABLE D[STR[BUTIONS ON LINE 13 OF REV-1500 COVER SHEET. s If more space is needed, use additional sheets of paper of the same size. , LAST WILL AND TESTAMENT OF EVELYN D. REED (, Evelyn D. Reed, of 605 Benton Street, Shippensburg, Cumberland County, Commonwealth of Pennsylvania, do hereby declare this to be my Last Will and Testament, revoking all other Wills and Codicils heretofore made by me. My husband, Samuel L. Reed, Sr., and my son, Samuel L. Reed, Jr., my daughter, Martha J. Clayton, and my husband's son, Terrance Reed, are living at the time of the execution of this, my Last Will and Testament. ITEM 0[VE: 1 direct that the expenses of my last illness and funeral be paid from my estate as soon as practical after my death. ITEM TWO: I devise and bequeath those specific items to those specific persons named in the signed and dated memorandum attached to this, my Last Will and Testament. ITEM THREE: [ give and bequeath the inheritance from my mother's estate, including principal and any accrued interest to my son, Samuel L. Reed, Jr., and my daughter, Martha J. Clayton, per stirpes. ITGivi hUUlt: I devise and bequeath all of the remainder of my estate and property, of whatever nature and �✓heresoever situate, in equal shares, per stirpes, to m}� son, Samuel L. Reed,Jr., my daughter, Martha J. Clayton, and my husband's son,Terrance Reed, if they survive thirty (30) calendar days after my death. �? ;':, _ --= ;o '. =�; :- �-:,T; '", _ �-,,- �� - �r-y` N .,. � i_.. , .C;T, �:_ Ta l)L�.' ��. �.-I �%L—. � 11 1 T�_," c'o O ➢ _— '� 1TEM FIVE: All estate, inheritance, succession, and other death taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or r.ot such property passes under this Will, shall be paid out of the principal of my general estate, as if such taxes were administration expenses,without apportionment or right of reimbursement. I authorize my legal representatives to pay all such taxes at such time or times as may be deemed advisable. ITEM SIX: I appoint my son, Samuel L. Reed, Jr., and my daughter, Mar[ha J. Clayton, or their survivors, Co-Executors, of this Will and direct that they be permitted to serve without bond and without any intervention of any court except as required by law. I authorize my Co-Executors to sell, encumber, mortgage, invest, distribute in kind, or retain any items or property of my estate in such manner as they shall deem proper, limited only by their own discretion. IN WITNESS WHEREOF, I have at Hershey, Pennsylvania, this �' Hay of August, �„i 2012, set my hand and seal to this my Last Will and Testament consisting of FOUR (4) pages. � �-� ��e.��-,, . , �:�,�.- (SEAL) Evelyn D. Reed 2 SIGNED, sealed, published, and declared by Evelyn D. Reed, the above-named Testatrix as and for her Last Will and Testament, in [he presence of us,who, at her request, in her presence and in the presence oF each other, have hereunto subscribed our names as witnesses. � �� i �' , ,1 ��' _c.c-L-t / Residence ,��LT v � � � �,C��L�2-L`� /< �LE��- Residence ��/S/1��, f�� — , ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVAN[A . : SS. COUNTY OF DAUPHIN . I, Evelyn D. Reed, the Testatrix whose name is signed to the attached or foregcing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that T signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Evelyn D. Reed, the Testatrix, this ��'r") day of :=�� , 2012. � ':�` ��'�� )�� -��-�� N�P �NNgV�-�P W Evelyn D. Reed oF P � p�d �PL'�N \P�S�Na�a G��p�g n a /" �pet�M4N�N°y Fg y�v�°Mxl°�? �h-�'i''!�;�z �. , y�.�� N��oti or�xP" Notal'y Public ta"', ��m,,�'' r�yG� � 3 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . : SS. COUNTY OF DAUPHIN . � �f� we, :� ,\ !'�u ' �� and �. CLi�� C i� I�(E:C�� l the witnesses whose names are subscribed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. �� -t1—C W[TNESS i�C� GLLI� i�`� I��t�C � WITNESS SWORN and subscribed to before me, this �3'tl day of (��w(u=C- , 2012 COIVIMQMNEACTH CiF PENNSYLVANIA %�(i I �•. IJQTAflIALSEAL Public �' ' . '� �-��L-' RHONDA C.SPENCER.Notary Tuwnship ot Oerry,Uauphin Co 2p15 NotaryP bltic MyCommiss+onExpiresMay05, _.w._.•—...•— 4