HomeMy WebLinkAbout06-18-13 � 15056101d5
REV-15C10°`�°��"'tF1'1�1
,PA Department of Revenue P�� dFf�CW.itBE om.Y
� 6ureau of IndiWdual Ta�s County Cade Year Flb Number
�ro eox ZaoSai INHERITANGE TAX RETURN p �y
Harrlsbum.PA nsa8o6oi RE5IDENT DECEDENT �f /p5 �I 'S��
ENTER DECEDEMT MiFORMATiON BEIQW
Sadal 9ecurlty Number Date ot Death MMDDYYVY Date of Birth MMDDYYYY ��
� 09/05/2012 04/15/1925
OscedenYs Last Mame Su(fix pecedem's Flrst Name MI
MA,lt?R JR. FRANCIS E
(I4 Applica6la}EMer Survivl�Sp�wse'a infamattan Below
Spouse's Last Name 9utflx � $pouse's Firet Name MI
3pouse's Sodai Security M1lurttt�r
TNIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REG#STER OF WtLLS
�ILL IN APpItORRiATE OYALS BEtO4Y
�'j 1.Oripinal Ratum O 2.$upplemental Relum O 3. Remainder Retum(Dafa ot DeeM
a�rro yz-��?
p 4.Limited Eatate O 4a.Future IMerest Compromise(date of O 5. Federal Eafate Taz Relum Requlred
8eath aAk�t2-12-82)
�1 6.DecedeM Died Teatate O 7.Decedent MelMained a Living Trust 0 8. Total Number of Safe Depasit 8axes
{Aitadr Gopy�VJ�i} {Attach Cnpy�Tnmt.}
O 9.Litlgadon Proceeds Received O 10.Spousel PoveAy CredN(pate af Desth O 11. Election to T Sec.�73(A)
� eetween Iz-31-at ar�a t-9-95} �0.tled+ � ) 7C� m
CORRESP'ONDENT-THISSECTWNIIUSTBECpMPLETED.ALLCORRESpQNDENCEANDCONFIDEt1'MLTAXNiF � Dbt
Name . Daytl� pl�ne .._.. cn � ..
Tn�s�.�fea�, t����-�7a m � o
n
oF wK►.a ueAU1rtY
cxo � � � �
a � Y � m
First Line of Address . � rv
49 West Orange Street • y�°. � � �
se�r,d�.hre of nadress
City or Posk Oflice State 2!P Cdde DA'PE FILED
Shippenburg PA 17257
Comspondanea am�x addnss:tOm9leasdn�m9leasonlaw.corrt
u�aa+eaie.a c«�xs.�aea.rc u,s���re exmm„ee��,.�nduar,a s�u+a ea�ar�a em�.�,a a u»t�a mr ar�ac�e ma t�.
H b We.correet eM mnpMY.Mdaiadon W PrM,�arer oMx tl�en tl»pereau�l rep�eenlative ic 4aeed un all iMomwibn oi whic�prepemr hen elry kni7�vbUge.
310 T QF PERSOM RE IBL.E FOR FI WCi RETURN bATE
� Ig w ' Sc - - r3
SIGMATUftE Of R OTHEFt HAN REPRESEhtTAT1YE DATE
ADpRESS
p�►s�us�o�onu�Fa�orax
$Ide 7
� 1505b10105 150561�1�5 �
J �5os6�aans
aev y5oo ex{�p a�eae�'s sod�saa,ny N�
aec�aa,eawa».e: Francis E. Major, Jr. 197-18-07+46
�c�+rruunoN
1. Real E.3tate(Schedule A). ............................................ 1. 0.1�0
a. sroasa a�a ea,a8�sa,eau�e e> ....................................... x. 0.00
3. Closely Held GwporsNo�,PaRne�shlP or SWe-ProPrieto�sMp(SchedWe C) ..... 3. 0.00 �
4. ana rxaes Recavawe{scnedule o)...................._..... 4. 0.00
5. Cash,Bank DepoeNs and Miecelianeaua P'ersanal Praperty{Schedub E}....... 5. 79,031.69
8. .iantly Owned PropeRy{St�re�dtde F} C7 S�BiNihp Requeated -...... 6. Q.00
� 7. Icder-Vivos 1Yanafers&Mlecelfaneous Non-Proftale Prop�erly
(Schedme G) O 9eperete�n9 Revueataci..,..... ?. 0.00
6. 7ofa!GNws�Aa+Ns(to�t.ines t uunuph 7}............................. a. . . . . . 79,081.89
S. Funeral Expertses end Adminiatredve Coats(Schedtt�H}................... 9. 4,ass.a2
� ip. Debts of Decedent�M�LIabNHles atxi lie�rfs(Schedule i}............... 10. 2,965.$2
17. Ta7lN�dr�tlon�(bo�I tJ�g 9 arrd 10}.. .................... ........... 11. 7,4182.04
. . : `� � . .. .. ... . .
12. FNt Vdus�E�bM�a(thle�inus Une 11} ............ .................. 12. � 71,9d9.65
� 13. Ch�tabie aiid G�cN��BequastatSec 9113 Tr�sts for which �
an e�ectlai to:fiex Fies n6R ... made iScheduie J) .... .. .. ... .. ...... ..... 13. 0.04
-� 14. N�t:Y�MN$tlbJ�at tio Taic(qrie 12 minua Line 13} . ..... ......... ......... 14. 71�$4$.$5
TAX�CALGULATION-SEE 1lM�TRU£TIONS ttMt APPLIGABtE RATES
.� 15. Amount oi�Une 14 taxeble..
. �ak the spousal tax rate.or . : �
4'ena�ers yt�r Sec.9116 0.00
(a}{�2}X:bSL 15. 4.(!0
16. Amount of Line 14 taxable �
at n�rate x.0 4� 71,9A9.65 1 fi. 3,237.74
17. Amount ot line 14 taxsble
at sroifng rate X.12 OAO 17. Q.�
is. ,�,carun��a�Xewe
� at coilaterai raie X.t5 fl•�4 18. ���
19. TAX OUE ....... ........ ........ ..... ... ... ....................... 19.. 3�237.14 .
20. F�L IN TNE OYAL iF YOU ARE REQUESTiN{i A i�WlD QF AX Ol�(T O
81d@ 2
�, 15056102U5 1505610205 �
REV-1500 EX(FI) Page 3 Fib Numbsr
Decedant's Comple#e Address:
DECEDENTSNAME
Ftancis E. Major, Jr. •
sTREETADDRESS _—..—... __�—.�..—.—...�._
129 t+Vainut Bottom Raad
CIT`f .�.�. " STATE ZIP �
Shippensburg PA 17257
Taac Payments and Credfits:
1. Tax Due(Page 2,Line 19) (t} 3,237.74
2. CreditslPayrnerds
A.Pria Payments
B.DlsmuM
� T�ai Credits{A+B) (2} 4.40
3. IMerest
� (3} 4.00
4. If Une 2 is gr�r Ihan Line 1 +Line 3,enter the dilFerence. This is the OVERPAYM1ENi.
F�tn�aa P�e$lMae 20 M tsqusst a reha�d. (4)
5. If Lir�t+1.ine 3 is g�er thsn Lina 2,er�er the�fierencs.This�the TAX DUE. (5} 3,237.74
Make check payable to: REGISTER OF WILI.S,AGENT.
^,�°�t'�,���/,,' ;: �s�9r's`< .: �x�,r���,'�°�r'�����'�3'�9������//�'e��'�fi����4/y�a��/�„"t�'��,�.m��"��'(�%'�';��i�";s���"/�l�a;��i��'�'/i�%I;:��k�,�,�"%
PLEASE ANSWER THE FQtLOWfNG QUESTIdNS BY PLACiNG AN "X°IN THE APPROPRIATE BLOCKS
i. Did decede�m�ca a Vanster and: Yes No
e. refain the use ar income of the propeAy transfened............_.....................................»..........._........................ ❑ �
b. �etain the rigM to designafe who shatl use ihe property tranalerred or it&incorrie ............................................ ❑ .�-
c. r�n a t�w�a�ery interest.............................................................................................................................. ❑
d. reoefve the P�ise for Iife of eiUier PeYmants,beneNts a care?...................................................................... ❑
2. N death oxurred afbr Dec.tt,f982,�d decedent transFer property wKhin one year of d�tlti
wilhou!receiving adequale cansideralMan7.._.......................................................................................................... ❑ �
3. UM decadenl own en'in Vust(a"a payaMe�upon4ealh bank acoouM a securily at his or her deatlr?.............. ❑ ,�
4. pid d�t am�. . . rei�ement�ca�,�frwdy ar o#rer tm�sroba�propeAy,xfiich
rwMains a benefiaary designatitm2 ........................................................................................................................ ❑ �
IF iHE ANSWER TO AMY OF THE ABOYE QUESTIONS IS YES,YOU MU$T 4�'1MPLETE SCHEDULE G AND FILE fT AS PART OF THE RETURN.
�n��;�„' ,��,"�s�1"�(�';','s'i;o'������a"'�����;s'�';�'?,`,�"�%�� s'�`!,�„/'r�%�/����%i,�i</k��, .hi��-;!����9�",,�`�����efX�i,����i,%��ti��r,�i,'////%'��/��'�"�%�-
Fa d�.s of deattr a�or af�,kdy 1�1994,�6�e Jan.1,1995,Ure tau ra�tneposed ar ihe�value�hsnsfars Eo or�ihe�us of the sutvh�m9 spause
is 3 percent[72 P.S.§9116(a)(1.1)(i)].
Fw da�& of death on ar afler Jan. 1, 1995, ihe tax rate imposed on the net vah� of tranafers to a fa`the use of the surviving spouse is 0 percent
(t2 P.S.g9116{a}{t.t}{u}].The si�d�cbes not e�t a tr�s(er ta a�rm�g spouse Tran taz,ar�i ihe statu6ory requ�nts for disdesura of�s and
filing a ta�c retum are stlli appi'�cable even if the surviving spouse is the only benefiaary.
Fa dates qf death on or after Juiy t,2Q00:
• The t��imposed on U+e net value of trsnsters from s de�ctuW 21 }�s of age ar aY��or for tt7e use of a natur�p�rt,�
a��are�t«a ste�ereM or��re cnia�s o perc�nt�2 P.s.gs��s(a>��.zp.
. The fsac�imposed on tlre net velue oftrans�ers to or for ihe use ofttre decedenPs Gneal benefiasries is 4.5 pert�nt,eucept as rroled in(/2 P.S.§9116(aj(i)j,
. rr��c�a�i�sed a,me r�t�ai�� �or fw 1lre use of the deceden£s sib�ngs is 12 Pert�nt(72 P.S.§9116(a}(1.3}�.A�Iing is defm�l,
under Sectlon 9102,as an individual who has at least one parent in cammon with the decedent.whether hy doW w adoptlon.
REV-i$0$EX+i0&12)
�pennsylvania �HEpYLE E
UEPAflTMENTl7FqE1lENUE CASH, BANK DEPOSITS & MiSC.
'""�'T""'�T"'�"�"'"'+ pER50MAC PROPERTY
nESa�rrr c�uerr
ESTATE OF: FILE NUMBER:
FRANCtS E. MAJOR, JR.
Include the proceeds of litigadun and the date the proceeds were received by the estate.
1UI propetty joMN�r owned wkb iipht of wrviror�hip must be dNclosad on Sd�aduie R.
ITEM � VAWE AT DATE
NUMBER DESCRlPRON 6F DEATti
1. Ameri(xise Finaru:iai,�Rt#3642 5432 6133 70,169.59
2, Orrstown Bank Chedcing Acoa,�nt#652377 q p�7,g�
3, Unimprovabie vacarst iot in Gioucester County,NJ(Biock#9207-79) 2,OQ0.00
4. Refund irom F &icker fur�erai}�ftu Prep�d tur�erai funds not used 2�344.22
5. Miscellaneous persnnal effects 3pp,pp
TOTAL(Also enter on line 5, Reca�WWrion) ; 79,Q31.69
Tf rtwre space is needM,��ditim�ai sheets of paper of the same stze.
aEV-isil ex+�10-as)
�pen»sytvarna SCHEDUl.E H
�EPARTMFNT�FREYENUE FUNERAi. EXPENSES AND
INHERITANCE LVf RETURN ppMINISTRATIVE COS7S
PE'uIDENf OECEOtM
ESTATE OF FILE NUMBER
FRANCIS E. MAJdR, JR.
Dacedent9 debts muet ba reportad on&haduN i.
IfEM
NUMBER DESCRIPTtON AMWNT
n. FUNERAL EXPENSES:
i' Kathys Deli far Memorial Lunch 582.47
e. ApMINISTRATIVE CO5T5:
1. Perwnal RepresentaNve Commiesbns:
� Name{s)of Persona4 RepresenWdve(s)_,__,i,__�__�i����__
Street A66ress_ ,�_����
Ctty T_--....�. _�, Stete_21P
Year(s)Commisslon Pald: _._.._
2. Attomey fees:
3,OOU.W
3. FamOy Ezemptlon:(If decedenPs address is nat tlre same as dximant's,altach explanation.)
CWimant__i_, .
Str�t Address__...— —
�Y ._._..�---.—....—..._._.—...State Y,ZIP�-----.�
Relffilonship of Claimant kq Decedent__��_i_��.___i
4. Probate Ftres: 323.50
5. pcmu�t Fees: 0.00
6• Tax Retum Preparer Fees: � Q,pQ
7• Estate PuWication in The Nev�nre-Chronide 96.Sp
a. Estate Publicatlon in the Cumbedand Law Joumal 75.00
s. Ot�night posfago�iw retum of Pratrate Documents from Executrices 18.95
TQTAt(Also enter on Une 9,RecapituWtion} ; 4•��`�7
lf mqre spaze Is r�eeded,use�Id�ional sheets of paper M tAe smne skn.
nev-tsiz ex+tiz-iz)
�pennsylvania SCHEDULE I
otvamr��roFne�ue DEBTS Of DECEDENT,
cnr�nrn��rnx nEruan MORTGAGE tIA82LI'fIES&LIENS
�sro�tr o�cFOtxr
E5TA7E OF FILE NUMBER
FRANCtS E. MAJ4R,JR.
RapoK M�ta incurnd 6+/iha decadent prkr M deMh ilut remdnad u�aM rt tbe date M dalh,includirg unrNmbursed madial aapansas.
�� VALUE AT DATE
NUMBER DESCRIP'fl4N OF 6EATH
1. ENrnxoH Senior t_iving Home 1,421.00
2. Fayetteville Volunteer Fire Departrn�t for transportatipn 2q3.EH7
3. Care�rst Pham�y Services 2pp.g�
4. Cdrarnbersbur9��P� 25A0
5. Century Link(or finel telephone b�l 13.31
8. Weichert ReaRors for r�tty fee for aaie of NJ Land 800A0
7. Deed preparatan fee for NJ land 100.00
8. SetUment Dispursment tee for sale of NJ Land �g2,5p
9. Transfw TaY iw sa�af NJ Cand 20.d0
10. Fee for copy at Exemplifed Probffie dacument�for MJ 1.2�td sale d0.04
TOTAL(Also eMer un tine SQ,Recapitulation) # Z.�`�•s�
tf rtwre spece is nEECeA,ins¢rt addMiOna!SheCts ot the 3ame sfze. �
. . � FI. ANTFtCiNY ftQAMS � � �
. ATTORNEY AT��LAW � . . �
. . . ' . . 12H E�.3T K�NG STRECT.SWTE A . . ' ' � �
- � � � SNtPPEMSBURG, PA�1725Z ' . . - - . - �_. � , -
IAST WILL AND TESTANSEt�tT
KNOW Ai1 MEN BY THESE PRESENTS, that I, Fr�ncis E. Major,7r. of
MPennsylvania f�ing af 5ound and dis�s'tng mind, memory and understandir�, do
make, publish and declare this my Last Wilt and Testament hereby revaking all
pripr wilis and codiciis by me at any time heretofare made.
FIR5T: I direct the payment af a11 my legal debts, funeral eacpenses (
including my grave marker and al! expenses of my last iNness, stake, federal
estate and inheritance taxes and administration costs shalt be paid as soon as
may be conveniently done following my decease leaving alt speciflc bequests free
of tax ta the legatee.
SECOND: I give, devise and bequeath aU my property be fk reaC, mixed or
personal, to my wife, Patricia V. Major.
l'FIIRD: If my said wife should pr�bdecease me ar if we should die in a
common disaster, then in either of those said eventsr I �IV2r devise and
bequeath the rest and residue of my estate to my children, Linda Bubedc and
Diane Bubeck, in equal shares, share anc! share alike, per stirpes.
FOURTH: I nominate and appoint my wife, Pabicia V. Maj�as E�cecubi�c
of this my Last Will and Testament. If she should fail to serve pr be unable to
senre, then in either af thase said ever�, T nominate and appoint my cfiiidren,
Linda Bubeck and Diane Bul�ctc as i�e Fxeeuhices af i�tis my Cast Wi11 and
�--�'�`��
r,.-,.""
Te�ment I �that rx,e�aec�Or r�arr�r3l�er+�s�be r?�qrir�d to post
bond in tF�is or any jurisdiction.
IN WITNESS WHEREOF, I, Francis E. Majc►r, Jr. to this rriy Last Will and
Ca
Testament set my hand and official seal, this � day of 2Q42.
� -�~��� � �,�—cs��.�
francPs E. Major, Jr.
Swom to and subscribed, declared and
Published by Francis E. Majc�r, ]r. as
His I..ast WiA and Testament, and so
Done an the presence of we the
Witnesses, wha sign at his request,
And in his presence, and In the presence
ch other.
F'_' ���d�e�2_t�____ZT"""�
' ,,,�; ,:-.
! `. /;.
/. ' ��� �
�''� � �.. ( �'�..,w..����'�'�
� �
COMMONWEALTH OF PENNSYLVANIA:
.SS
COUNTY OF CUMBERlAND .
i, Frar�cis E. Major, Jr., wt�s� name is signed to the foregaing instrument,
, having been duly quallfled accaMing to taw, da hereby acknawiedge that I
signed it wiiiing}y; and khat i signed it as my free and volunkary act for the
purpase therein expressed.
�'� ���,�-
�rancis E. Major, Jr.
;,+".�, e,�.
Swom to anci ac��dget#,�� -
By Frattcis E. i�4aj€�r, 7r., f�e �;aBor, _ LL a
This __„L_ day of 9�y�2Q02.
i--. ~
, \���.����._e r;�;� s�s ..._-�
{ Notarp Publit aa�.r�r t�n}K `
E3.andicmr
Sh'sppencburg Swo, Cnmberland Ca:z+e; ;
My CAmmisswn Expirts 1vfaY �S� 2�'��1
COMMC}NWEALTH {}F PENNSYLVANIA: "�°"'�"`��"�'d",N:,'.�
:SS
COUNTY OF CUMBERLAND .
WE, Darlene M. Bigler and Sharon Coleman Adams, the witnes�ses whase
names are signed to the foregaing instrument, being duly quali�ied according to
law, da depose and say that we saw the Teslator sign at�d e�cecute ii�e
instrument as his l.ast Will and Testamerrt; that he signed wiitingly and �at he
executed it as his free and voluntary act for th� purposes tl�erein expressed; that
each of us in the hear3ng and sight of the Testatar signed the Will as witnesses,
and that to tt�e best of our knowledge and betief the Testator was at the�ime at
least eighteen (18) or more years of age and of sound mind and under no
cflnstraint ar undue in�luence.
4'=be/j��rC.�j��M'��_-+-- �li _..e
/, .C�oe��%��r�
,_
,. _,
.,-- r {'r i/'°� - 7
. �r� .y"�"llw. `^`'-����'+�w
�.1.G�C./
Sworn to and subscribec! befbre me bY,
Darlene M. Bigler and Sharort Caieman Adams
The wiMesses, this�,,,_day of Q� 2002.
...�.C,�s.��-,��-
Notary PubliC
tZa,.�d sdt
S�A�rHam Com�r aod County
My Caamiqipn Ezpira Msy !S. 20Q6
A1111t)9r,PEnnaylYAniaA�ndt�o�et