HomeMy WebLinkAbout06-17-13 J 1505610105
REV-1500 Ez'°'�„>"'�m
an oeoart�,�e m Ae,�e�„� v.r����,m� OFFICIAL USE ONLY
Bureau of IndhAduat Taxes °"°'"'°°'"" Canb CoOe Year Flle Number
INHERITANCE TAX RETURN
PO Box z8o6oi ____. ��,„,^ ��. ..
Hartbburc,PA i7uB-o6ot RESIOENT DECEDENT �'�JI�
ENTER DECEDENT INFORMAT1pN BELOW
Sodel S9cuAty Numbx Date of Death MMDDYYVY Dete of Birth MMDDYYYY
...__ . .__.__._...__ _.__ . ._.._..
..__..._ .___.. .___.. .
_ ._. . ._... ...
' 11/12/2011 02/04/1912
DecedenCa Last Name . Sulflx DeCeAenPS Fest Neme M�
THATCHER DOROTHEA H
. _ _ __._.._ _ ___ '
_
(H Appllubl�)Enter SurvNinq Spome's Information B�low . . .. .. ... ... .
Spouse's Last Name Sufix Spouse's First Neme MI
i __ .._ . .... __. .. .. .. . . _.
. ...__.. _ _..._,... _..... _... .._ .._.._
Spouse's Sodal Secudry Number .... .. . . ... ... .. . .. .
` ; iHIS RETURN MUST BE FILED IN DUPIICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVAlB BELOW
� 1.Onglnal Retum O 2. Supplemental Retum
O 3. RemsirWar Rehim(Date of peatl�
Prior to 1243-82)
O 4.Limited EsWte Q Oa.Fuhxe Interest Compromisa(dete ot p 5. Federal EsteU Tez Re[urn Requlred
Cealh aRer 12-12-82)
O 6. Decedent Died Testete O 7.Decerl9nt MaiMained a Livirg Trust _ 8. Totel Number of Safe Deposit Boxes
(Attach Copy of Wi�l) (AriaCh Copy of Tmet.)
O 9. LJtigBtbn Procee0g Reeeived O 10,Spousal Povarly Cretl�t(D�e of Death O 1 t. Elec[ion W Tax under See 9113(A)
Behvesn 12-31-91 and bt-95) (Atlach Schedule O)
CORRESPONDENT- THIS 9EC710N MUST BE COMPLETEp.A{,L CORREEPONDENCE ANO CONFIDENTIAL TAX INFORIIATION SHWLD BE pRECTED�,'Q:
Name Daytima Ty�eoh�Nur•,!wr ° �
LARRY THATCHER c o `" rn ,r^
(304)282-4�0� � � c�
_ oo � c _ �
�a�s*E UBE�LY a
r z rn � rn
Firel Line otA0Aree8 2 N � a
1840 DRY RUN ROAD , � p o 3 �
s��a u�ornddreas __ _ __. __ ° � r-• c�
____ _ _ __ � rv m
a � o
. . .._ . . � -�7 "'Ri
Cily or Pos�qfice . . ....... Statg... .ZIP Code DnTE FILED
__..._.
MARTINSBURG ; WV 25403
Canspond�M'�amail addr�u:
Undsr p�naMp o1 W�W7�I tlWro Urt I Mw wminetl M4 relum,InGud^B�1��q xMEulss end�latemenb.arM b the Oest o(mY kravAetlpe enC DeAaf.
tt h eus�caract aM conpyts.Detivatlon d preparer dMr fMn tM D�nWpentetive la Wsetl on all Infonnetbn ol wl�kh
SILiN�T�,ME OF PERSON RE NSIBLE F ING TUR pWe�er haa arry krp�wlaifpe,
� DATE
ESS �
SIGNA7TURE EPARER OTMER THAN REPRESENTATIVE T DAiE _/
ESS
_.D.C�cr� 33`� �J�co�� � ,'���
PLEASE UEE OR161NA�FOqM ONLY
Side 1
L, 1505610105 1505610105 �
REV�150U EX(FI) pppa 3 flN NumMr
Decedent's Canplste Address:
D DENTSNAME
DOROTHEA H THATCHER
_—�._..— _--� .._— _---...__ __- ---_.......-- ------
StREEtA�tESs
220 Bi�SPRihlGS ROAD
cm_—_.._._---_._ ___.__ smr� " z�
NEWVILLE PA 17241
Ta7c Paymer�ts and Ccedits:
t. Tax Oue(Page 2,Line i9) (1)
2. CreditslPayments
A P�r Payme�ris �.�
9.Discouni
_ __--._ Totel Cfedi�s(A a B) (2)
3. Interest
{3}
d. 3f tlne 2 is greeler tl�an Line t +tine 3,er�r the dHlerence. This is tlie OYERPAYMENI:
FIU In oval an Pp�Y,Limr 20 to roquqt s rolund. (4)
5. If Lir�e 1+t»�e 3�greater M�r txre 2�en9er the diltete�te.Ttt�s Is Ufe 7AX�. {5)
Make check payable to: REGISTER OF WILtS,AGENT.
FIEA�SE J►�ISWER fiHE FOlLOYYit�QUESTI�N3 8Y PLACIMG AN"?{°IM TlfE APPR{M3f�R1ATE BCOCKS
1. D'M decerl9M make a tranafer and: � Yes No
a, retah the use a incame of the pr�operty tra�ferreQ............................._........................................................... ❑ (�
b. t�Ne ri�d�designste who sh�I�e irie pro�iy hanskrred ar Ns incarne..............
......_.............._......
a. relain a revarafonary interes[ ........................................................................._...........,.........,............................. � ❑
d. reoeiv9lhe promdte foNHe MBNhar PeYments,Eenefils a cere?...................................................................... ❑ ❑
2. !t da�it occurted attet Dac.t2,1982,Qid decedent tra�ster prape�ty witlan aEe year W death ,.-,/
withoutrecelvingetlequa�cOt�deratbn?................................_.............,.................................._.........,.......__..... � 1�
3. Did deoarfeM own an"in Wst lor'w peya�le�upon-0eetl�6aok aaant a sacuriry at his or her death9.............. ❑ ❑
4. DW decedeM awn an IndNidual retirement aorount,ammity or other non�probala Property,wfiich ry
cant8ips8 b�tefik�etY . . ? ................................_.........................,.,........................._......._....,............._... iJ ❑
IF THE ANSYYER TO ANY(�THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEpULE G AND FllE IC AS PART OF THE RETURN.
Fa dates of deaih on or a�,�y 1,i994,and bafae Jan.i,i995.the ta�c rate imposed on the nei vaNte af tr�ster5 to or for the use of ihe surviving c{quse
is 3 perceM[72 P.S.§9116(a)(1.1)(ill.
Fa debas of deaU�on ar aftet Jan. t, 1995, ihe t� rate imposed on the ro3k wak�e of U�sfars to or fa the use of tlie surviuirq� spouse fs 4 percenf
[r2 Ps.gsti6{a)ti.�){a�}.The s�daes r���t a tra�fi�'a a s�spa�e tmm tax,�i tne s�aa,�rr reauire�,+ents for a;s�ure ot asseks ane
filing a tax retum are sUk applM�le even if tl�e survivuig s{xwse is Ihe only beneflciary.
Fa dates of deaM�on a after July 1,2�0:
• The�rate an tha ne#vaiue of VansFers fran a deceased chik9 21 years a!age ar yamger at�ttr ta or fw the use M a nat��ent,an
adopWe parent or a stepparent of fhe dtiiW is 0 perceM(72 P.S.§9116�a)(1.2}].
• The 1ax rate kriposed on the net value of transfers to or for fhe use of ttre decedenl's lineal baneficia�ies is 4.5 percent,except as noted in[72 p.S.§9116{a)(11].
. 'fhe tax rate k�ea ai a,e r�et vaWe�trensters W w fa a,e use of vie decedenrs s�Iings is 12�,t[7z P.s.§9116{a}(t.a)].a sibting is det�ed.
under Sedion 8M101,as an in�viduai whv has ai ieasf one paront in c�mmon with the decedent,whelher by bbod or adopfion.
J Lso561oaos
REV-1500 EX(FI)
Decede�Ya Sociel Securiry Number
._ .... _. ._... .. .._ .. .
oeceamr.N.me: DOROTHEATHATCHER
aecnvRUUnoN
1. Real Estate(Schedule A). . ........ ... .. .... . . .. . .. ..... ........ .. . . . . L ... ..........�._. .. . .
..__._..__..._..___. _ 5! ...._..._....,---..._�.,
2. Stocka anC Bonds(Schetlule 8) . ........... ........ .......... ......... 2. ��� .........�.L.. �_......._.._...._._.._.
i..................._.
3. Cbsely Held Caporatlon,PartnersMp or Sde-Proprielonhfp(Schetlub C) ..... 3. �, Q
-"----_.___._..._------
4. Mortgeges and Notes Recelvable(Schadule D)...... . .. ... ..... ... . . ..... 4. � .
5. Cash,Bank Depoalts and Miscelleneous Personal Property(Schedule E). .. .... 5. ,
8. Jdntly OwneA Property(Schedule F) O Separete Bdlinp RaqueMed ...... . 6. Q �.
7. Intx-Viws Tranafers&Miscellaneous Non-Probete Property ...... ........ .. .... .... ....... ,
(Schedule G) O Separate Blllfnp RequeMed....... . 7. � ��
� - �- --.._.._.._,..
8. Toql6rws Ass�ts(tofel Lines 1 fhrough 7)..... .. . . ....... .. . ......... . 8. '�.
9. Funeral Expenaee antl Administrative Costa(Schedule H)... ........... ..... 9. �
. ___._......_.__....�.__�..
10. Debls of Decedent.Mortgage LlaWliffea and Liena(Schedule 1)..... . . . . ...... 10. �
............._._.__.__.._......._....__--.__._._.._...__.__. __ _.
11. Toh�Mductlons(total lines 9 and 10).. . .. . .. . ....... . . ........ . . .... . 11. .. ... ��
_._.._._...._..�.................._...._......_....._�_.___._._._..._. .
12. Nst Wlu�of Esfab Wee 8 minue Line 17) .. .. . . . . . . ....... . . ........ . .. 72. _..._,
13. ChaMaWe and Govemmentat BequestslSec 9113 Tms;s!a whkh �-""--..._ . ' "...°.. �
.._..,_._. . ___._...
an electlon!o tax haa rrot been made(Scheduie J) . . . . ...... .. . .. ..... . . . . 73.
„_..._...._�.__..._.____...__._...__.____...._..._..____........a
14. NN Valw 8uEHet to T�x(Une 12 minus Lina 13) ..... ..... ...... ..... ... 14. �'..
TAX CALCULA710N•EEE INSTRUCTIONS FOR APPLICABLE RA7E3
15. Amount ot Line 14 laxabb
et IM apoueel tax rete,or
transMra under See. 9t16 . . . . . . .. . . . .. , .. . . .. . .. _. .....
�ex�.z>x.o_ 75. '
18. Amount ol L�ne 74 taxable -.-_'_`_.-.__--.-'-------_____....___ ..._........._...........__-'-'---._._._.____._...._.._....._......
at lineal rete X.0_ � �g, � ����
�.._....__.._""_.. .. _ . . . .___....._.__._.__; �. .__...._.._ .._......_..., __.__....... .___�..
17. Amount of Line 14 tazabla . � -� , � .
a�slblinp rete X.12 '�. � ' �7, ��
'_._.-----'-----__._..____---..___....._�._..._.--I �.....____�......__..._._._...,___..__.._.............._...._...........__;
18. Amount W line 14 lexable '� . ..
el collPter91 iale X.15 ' ', 18. � '.
'�... . . . . . . ._ . __ ._ .. ... .___. . .. . �
19. TAICDUE . .. ... .. . ... . . . . . . . .. ........ ..... .. . .. ..... . .. ..... .... . 19.
. ..._.._.__..._ _. ... . �
_... .. ....._...._. .__. ___ .
20. FILI IN TME OVAL IF YOU ARE REQUESTIN(i A REFUND OF AN OVERPAYMENT p
Side 2
L 1505610205 1505610205 J
REV-1502 E%+(11-OB)
�pennsylvania SCHEDULE A
OEVAqTMENT OF PEVEXUE
INMERRANCETAX 0.ETURN REAL ESTATE
RESIDEM DECE�ENT
ESTATE OF FILE NUMSER
All re�l property owned solNy or�e a tenaM in oommon must be roported at hir markat value.Pair market value is deFlned as tbe price at which property
would be exchanged between a willing Duyer and a willing seller,neither beiag compelled to buy or sell, both having reasonable knowledge aF the relevant facts.
Real property M�t is jdntly-owned witb riqbt of wrvivanhip must be dlxlaaed on Schedule f.
Attach a copy of the settlement sheet if the property has been sold.
ITEM Include a copy af the deed showinq decedent's interest i(owned as tenant in common. VALUE AT DATE
NUMBER � OF DEATH
DESCRIV110N
L.
�� �
TOTAL(Also enter on Line 1, Rewpltulation.) ;
If more space Is needed,insert additional sheets of the same size.
REV-1513 EX+ (11-08)
��pennsylvania SCNEDULE �
OEPAflTMENT OF PEVEIYUE
INMERITANCE TA%0.ENRN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF F7LE NUMSER
RELATIONSH[P TO DKEDENT AMOUNT OR SHARE
NUMBER NAME ANO ADDRESS OF PERSON�S) RKEfVING PROPERTY Do Ilot tlat Tnptee(a) OF ESTATE
1 TAxABLE DiSTRIBUTI0N5[Include outnght spousal distributions and t2nsfers under
Sec 1116(a)(1.2).]
i. �Qrr� "�0.��1�.tr .�On 1b0°7a
ENTER DOLLAR AMOUNTS FOR DISTRIBUT10N5 SHOWN ABOVE ON LINES 15 TH0.WGH 18 OF REV•1500 COVER SHEET,AS APPkOPR1ATE.
tt NOp-TAXABIE DIS�IUBUT10N5:
A. SPOUSAI DISTRIBUTIONS UNDER SECTION 2113 F00.WH[CH AN ftECTION TO TAX IS NOT TAKEN
1,
B. CHARRABLE AND GOVERNMENTAI DISTRIBMONS
I.
TOTAI OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUilONS ON LINE 13 OF REV-1500�OVER SHEET. �
[f more space is needed, insert additional sbeets of the same size.
REV4503 EX.(6-98�
scN�ou�E s
COMMONWEALTH OF PENNSYLVANIA STOCKS 8� BONDS
INHERITANCE TAX RETURN
RESIDENT DECE�ENT
ESTATE OF FILE NUMBER
All proparty�dntlyowned wNh rlgM ol�urvivprohip mwt be dleclosatl on Schsduk f.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1,
5 � yN.
G#�1 T�s�
TOTAL(Also enter on line 2,Recapitulalion) � �r � {/
(lf more space is needed,ingert additionai sneets of I�e same size)
. �
REGISTEI2 OF WIILS GERT1fiCATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
I PEl11NSY1.VANIA
No. 2012- 00080 PA No. 2 f- 12- 0080
Ts'state Of: MARY DOROTHE'A HUGHES TNA7'CHER
���
Late Of: WESTPENNSBpRO TOWNSHIP
CUMBERLAND COUNTY
Dec�ased
3ocial Security No:
WHEREAS, on the 20th day of January 2012 an inatrument dated
ApriZ 28th �005 was admitted ta probate as the Zaet wiZl of
MARY DOROTHE'A HUGHES THATCHER
o-wm,w�w.�u
Ia te of WEST PFNNSBORO TOWN5HIF, CUMBERLANt.� Caunty,
who died on the 12th day of November 2011 and
wHEREAS, a true copy of the wi.t2 as probateci is anne�ced hereto.
TH�REFORE, I, GLENDA FARNER STRASBAUGH , Register of WiIZs in and
far CUMBERZ,�ND County, in the Co�renanwealth of Pennsylvania, hereby
certify that I have this da� granted Letters TESTAMENTARYio:
LARRY E THATCHE!?
wha has duly qualified as EXECUTORtRIXI
arld hae agreed to administer the estate aacording to law, a11 of which
fu.23y eppears af reeord in my affice at CUMBERLAND CC?UNTY CQURT NOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTZMONY WHERE�F, I haue hereunto set m,y hand and affixed the seal
af my office on the 20th day af January 2t�12.
�^ � � � ����
g e, s ,
`1.�. 5.,+� ""L..�/
�nuty
� r
LAST WILL AND TESTAI�IEPIT
Q �
DOROTHEA H.THATCER
I,DOROTHEA H. THATCHER, of 210 Big Spring Road,Newville, cumt�rta�a'�oUnry,
_ _;
<;: -.
Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil - -
previously made by me. '
TfEM L• I direct that all my just debts (except as may be barred by a Statute of
Limitations) and my funeral exp� (including my gavemarker and expe.nses of my last illness)
shatl be paid from my residuary estate as soon as practicable after my decease as a part of the
administration of my estate.
TTEM II: I bequeath those articles of my household fiuniture and fumishings and
those articles of my personai effects and peisonal property as I have or may set forth in a separate
memorandum(wlrich is or will be si�ed by me,dated and make specific teference to ttris Will and
mdnorandum,which I shall place with my Will or deposit with my attomey),to the peisons therein
designated.
TfEM III: I am pr�tly not married (being widowed) and I have two clrildren:
LARRY E.THATCHER and REBECCA GREGflRY. I make this witl in this context.
TfEM IV: I devise and bequeath all the residue of my estate of every nahue and
wherever situate tn my son,LARRY E.THATCHER,pmvided he is living on the thirty-first(31 st)
day following my death.
ITEM V: Should my son, LARRY E.1'HATCHER,predecease me or die on or before
the thirtieth day following my death, I devise and bequeath all the residue of my estate to my son's
, � z
wife, KAREV"T.THATCHER.
ITEM VI: I direct that ail taxes that m�y be assessed in canseqnence of rny death, of
whatever nature and by whatever jurisdictian imposed, shall be paid from my reside�ary estate as
part of the expenses of the administration of my estata.
ITEM VIII: t appoint my son, LARRY E. THATCHEFt, Enecutor of this my Last WiSI.
Shoutd he fail ta quatify or c�ase ta sat as E�cecutor, I s�aaint mp scrn's wife, KAREN T,
THATCHER,Executrix of this rny Last Will.
tI'EM IX: I direct that my eacecutor,custodian,pr iheir successors,shati not be required
fa give band for the faithfizl pe�fomiance of their daties in any jurisdictian
1TEM X: "The int� of the berteficiaries hereunder shall not be subject to
an6cipation or to voluntary or involuntary alienarion.
II*F WiTTTESS WFIEILEOF, I hereunta � my hand and sesi to ttus my Last Witl s�i
Testament, written on tt�e (3) sh�ts of paper, dat�d Uris ��day af�4�. � �
2005.
�,�%�-�,�,���+2��,�
DC}RQTHEA H.THATCHER
The preceding insttument,consisting of this and two(2)other typevvrittex►Pages, each idendfied by
tt�e signatuce or urifia�s of the Testatrix, was on the day and date therecrf sigaed, Pubiished and
dec2ared by the Tesiahix themin na�netl, as and for her Last Will,in#he presmce af us,who,at her
requc�t, in her presence, and in the pres�emce of each other have subseribed aur nanxes as witnesses
hereto.
�--' ; ��"'"`�'°�`..���reatiding at��� � � �?:� ._
.�,el�-- J�' -
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