HomeMy WebLinkAbout07-10-13 J 1505610105
REV-1500 EX(oav)(FI)�,��
PA Department of Revenue Pennsylvania OFFICIAL USE oNLV
Bureau of Individual Taxes �`••"•"�"`°`""`""• County Code Year File Number �
ao Boxzso6oi INHERITANCE TAX RETURN "�� J� y,
Harnsburq PAi9iz8-o6oi RESIDENT DECEDENT ! �� - i /�� � J � ��
ENTER DECEDENT INFORMATION BELOW ��
Social Security Number Date of Death MM�DYYYY Date of Birth MMDDYYYY
.__..__ ..._,. ___�.__. _.� ...__ _.._..... _�___ ._ .___ .____.. __� ...... .
� 03/05/2013 � 10/05/1936
_....
DecedenYS Last Name Suffix DecedenPS First Name � M�
.,..._� . .___� ._,.,.,._.___.._. ....._...__,...__�._..,_._,...
, . ._._.,._._,_. ,....._._.....�..,.._.._._..._.._._.,..._._._.....�.__._....._,__....._
Glass ! ''
Glenn j '
, q .
__._.__ _._.... _ _ �___�_.._ _____---._.�_____� �.__�
---_..,_,._. __,.___._.._._-- r_.__,__._____ _________.
(If Appiicable)Enter Surviving Spouse's Information Below . .
Spouse's Last Name Su�x- Spouse's First Name MI
. ........... ........ .
......... . . ......... .
, ......._......,. . ........_____.. .. ....._....._..
Glass Junita --._._. i_....,
, ' !
___---,-_ ___. _ . _�__----... --.... . ,__ .._! __.__.__ :._�_.___ _��.w__. ____..__... __...__��. _ .__t
Spouse's Social Securiry Number
�""'" � THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
a55-ss-�s�s � REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW .
� 7.Onginal Return O 2.Supplemental Return O 3. Remainder Return(Date of Death
Pnorto 12-13-82)
O 4. Limitetl Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax ReNm Required
dea[h after 12-12-82)
� 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust.)
O 9. Li[igation Proceeds Received O 10.Spousal Poverty Cretlit(Date of Death O 11. Election to 7ax under Sec.9113(A)
Between 12-31-91 and i-1-95) (Attach Schedule O)
CORRESPONDENT- THI$SECTION MUST BE COMPLETED.A�L CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number �
, . ..._.... . . . _. _.. . ._..._._ _ �.. ._._..._......._.�. .�...._.�....-.
Ronald E Johnson Esq i(717)24�123 0 �
... __._._�._..__. . _._..__._ .._.,_._�._ ___.. _ _.�..�_�_ .___.__..__ �._. _. ___.__�_ _�.
- REGI�E, F WILLS�SEONL� .
� c
' � T C�J '— (!') �
First Line of AddresS � . r.. D r' f� —�i C�
. r-.�..----__._.....�__.�._.........____._.._...__�.�_.._...._.._.,_...___..__._._..._.__..�...._._..�..�,___.....__. ,�, z m rrt rr
'78 West Pomfret Street z �' � � �� c
, ,
��__�--_.�__..----...,_,._..�_.____._ _._..�._.__....�....._.___.._____-.----,--_ _.__: � � '� o
Second Line of Address � . ,n � <? � rt' 'ry
„...._...._..____....___.__.._._.___...__._._......_.____.____....__...__..__...__.__ ....._..............._____i O C �' ..w,
� ( � �J F--� ....' s�
� �_.m..,..____.___..._....�_,_...._._._.....__.._..___..�.......�._._....._..__.............._....._....._._...,..._..__.....�._..I 'L' �DATEFILE� �— RT
Ciry or Post Office State ZIP Code
...... r....__......... ._.. . CJ 'TI
Carlisle � PA 117013
_ L ___. .._��.._ _. _,_._._.__:
� CorrespondenYS e-mail address: rejohnson@pa.net
Under p alties of pery'ury,I declare that I have examined this retum,inciuding accompanying schedules and statements,and to the best of my knowledge and belief, .
it is true Rect and wmplete.Oecla ation of preparer other than the personal representative is based on all information of which preparer has any knowletlge.
SIGNAT E OF R ES L F R ILING RETURN D E
ADD
c/ 78 e t Pomfret Street, C ' Ie,PA 17013
SIGN F TH P S TATIVE pq
. /3
ADDR SS
c/o 8 West Pomfre treet, Carlisle, PA 17013
. PLEASE USE ORIGINAL FORM ONLY .
Side 1
� 1505610105 1505610105 �
��
J Lsoselo2os
REV-1500 EX(FI)
Decedent's Social Security Number
,_.....___.._.__..._________.._........ _..._._.._.
oecedenes Name: GIeM A. GIBSS
RECAPITULATION .
.. ......... ........ ........
......_.............. ................
1. Real Estate(SChedule A). . . ..... ....... ... ..... . .. .. ........ . ........ i. ; 0.00 ;
2. Stocks and Bonds(Schedule B) .. . . ............... . ..... ............ . . 2. .. �T FmV��rt^�w�mm.^, 0.00 4 �
,�._...,�..�....�........_...�.._...............�...�...._._.�....
3. Cbsely Held Corporation,Partnership or Sole-Pmprietorship(Schedule C) ... . . 3. ' 0.00 '
., ,.....,....�..�._...._...,.._.�
4. Mortgages and Notes Receivable(Schedule D).... ...... ....... ..... ..... 4. �, 0.00 '
. _.___._...�.,_.._._.._......_.__..
5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)... . .. . 5. �I 9,34�.82 '
> .,..v_....,._. .,.�.._........._.
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . ...... 6. : 0.00 :
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property .. ��W.`.�`.�`°"�"�""�`.".`.`°.".'�""""'"."'�`""""""`.
(Schedule G) O Separete Billing Requested....... . 7. �� 0.00 I
w._._._.,..,.,m..........._._._...............__�___.......,�....__�
8. 7ota1 Gross Assets(total Lines 1 through 7)..... ....... . ...... ....... ... 8. �. � 9,340.82 �-:
9. Funeral Expenses and AdminisVative Costs(Schedule H)........ ...... . ..... 9. � 14,563.18 ��_
r..m..._._._.�_�_.�.,�.e..w ._--____.v.e__._.,
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)..... . . ...... .. 10. ' 0.00 '
.._...__.__.,_._._.._.__�._.m_._...._..._...._,.__
11. Total Deductions(total Lines 9 and 10)...... ........ ..... ............. . 11. �'�, 0.00 �
......�...............�_..__...._.........._..,..............�..........._.
12. Net Value of Estate(Line 8 minus Line 17) ....... ..... ........ .......... 12. ' -5,222.36 ;
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which ""�°`��°�°�-•....°�.°...�^-...-�-�m-.--.__......,m..,,�...-,,.,.,:.
an election to tax has not been made(Schedule J) ..... ....... . ..... . . .... 13. ! 0.00 �.
. ......_..r..._...._..._...._........_................_..�.__..,
14. Net Value Subject to Tax(Line 12 minus Line 13) .. . .... . ....._ . ....... . 14. '� -5,222.36 '�
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_ € 15.: 0.00 ���.
16. Amount of Line 74 taxable E._.._._...__...._.._....�_.�_..............__._.�..._,�.,......._..�!! . �,..e...._...._�,...,..__....._...._._..».,.�_..�__.__.____..:
at lineal rete X.0_ ' 16.j 0.00 ���
17. Amount of Line 14 taxable ��'.."�".-.`.�_..__,...____..�.,_._____,_.,,__.,__.___i ;_...___..,._.._..�.__.�._._...,_._,.,__._.�___...:
at sibling rete X.12 � ? '� 77,; 0.00 j
�,_...._....,............._...........».„.......,.._.�..,......�..._..._e.. �..,......._.............._...�..��....,.._....._..._�....._._._:
78. Amount of Line 14 taxable � : :
at collateral rate X.15 E �! �g,; 0.00 !
t�.____.._...,.._..._._._..,._.__�.__---._._,,......._....__,_..J .............._..�...,.._.....�......._..e.�......._..........-._ae_..,...i
19. TAX DUE ..... ........ . ......... . ... .... ... ..... . ....... .. ..... . .. 19.�! O.00 ��:
� 20. FILL IN THE OVAL IF YOU ARE RE�UESTING A REFUND OF AN OVERPAYMENT � p
Side 2
� 1505610205 1505610205 J
REV-1500 EX(FI) Page 3 Flle Num6er
DecedenYs Complete Address:
DECEDENTSNAME
Glenn A. Glass
STREETADORESS
4 Annendale Drive
CRl' STATE 21P
Carlisle pq �7p�5
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1� p.�0
2. Credits/Payments
A Pdar Payments 0.00
B.Discaunt 0.00
Total Credits(A�B) (2j 0.00
3. Interest
i3l 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter ihe difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. �4) 0.00
5. lf Line 1 i Li�3 is greater Nan Line 2,enter the difterence.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 lransfer and: Yes No
a. retain the use or income of lhe property iransferred.......................................................................................... ❑ �
b. reWin the right to designate who shall use the properry iransferred or its income ............................................ ❑ �
c. refain a reversionary interest.............................................................................................................................. ❑ �
d. receive the promise tor life of either payments,benefits or care?...................................................................... ❑ �
2. I(dealh occuned afler Dec. 72,1982,did decedent transfer property within one year of death
without receiving adequate consideralion?.............................................................................................................. ❑ �
3. Did decedent awn an'in Wst for ur payable-upandeath bank accouN or securiry at his or her death?.............. ❑ �
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
contains a benefidary designalion? ........................................................................................................................ ❑ �
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,lhe tax rate imposed on ihe net value of Uansfers to or for the use of the surviving spouse
is 3 percent[72 P.S.§9116(a)(1.11��Il•
For dates of dealh on or after Jan. 1, 1995, the tax rate imposed on the net value of transters to or for the use of the surviving spouse is 0 percent
[72 P.S,§9116(a)(1.1)(ii)].The statule does not exempt a iransier to a surviving spouse from tax,and the statutory requirements for disGosure of assets and
filing a lax retum are slill applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
• The tax rete imposed on the net value of transfers from a deceased child 21 years of age or younger al death to or tor Ne use of a natural parenl,an
adopGve parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(12)].
. The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 perceM,except as noted in[/2 P.S.§9116(a)(1)].
. The tax rate imposed on the net vafue of transfers to or for the use of the decedenfs siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined,
under SecGon 9102,as an individual who has at least one parent in wmmon with fhe decedent,whether by blood or adoption.
_
LAST WII,L AND TESTAMENT
I, Glenn Allen Glass of Carlisle, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make,publish and declare the
following as and for my Last Will and Testament, hereby revoking and all Wi11s
Heretofore made by me.
ITEM I: I direct my Executor or Alternate Executor hereinafter named,to
pay all my just debts, funeral expenses,transfer inheritance taY, Federal Estate tax, if any,
and other just charges against my estate out of my estate as soon after my death as is
convenient, tlus in order that there may be no deductions of any kind from legacies and
benefits herein given.
ITEM II: By way of explanation,the bulk of our personal pzoperty and reai
estate is in the joint name of myself and my dear spouse, Juanita Glass, and.we understand
in the event of the death of either of us, the said jointly held property which has been
accumulated by both of us will vest in the surviving spouse and that is my will.
TTEM III: AIl the rest,residue and remainder of my estate, I give, devise and
bequeath absolutely unto my dear spouse, Juanita Glass, conditioned upon her surviving
me.
TI'EM IV: In the event my spouse should predecease me, I do than and in that
event give, devise and bequeath a11 the rest, residue and remainder of my estate,to Diana
Martin,Brenda McGowan,Jeffrey Glass and Jessica Crowley
TTEM VII: I do hereby nominate, constitute and appoint my spouse,
7uanita Glass,Executor of tlus my Last Will and Testament, In the event should my spouse
predecease me or for my other reason be unable or unwilling to assume the responsibility
of Executor of this my Last Will and Testament, I then constitute and appoint Nellie Hilton
as Altemate Executor. I authorize my Executor and Alternate Executor to sell any real
estate or interest in real estate I may own at the time of my death at public or private saJe as
they see£t and to give to the purchaser or purchases thereof good and sufficient deeds or
acquaintances for the same. I further authorize that no bond of any kind be required of my
personal representative for the faithful performance of their duties by reason of the fact that
they may be living outside the Commonwealth of Pennsylvania, all in accordance with the
Probate,Estate and Fiduciaries Code.
y
. #
IN�TNESS WI�REOF I, Gienn Al]en Glass, above name Testatrix, of set my hand
and seal to this my Last Will and Testament which consists of three (3) typewritten pages
to each o ;which I have affixed my signature this
� - � , 2013. �day of
ACKNOWLEDGEMENT
COMMONWE,AI,TH OF PENNSYLVANLA))
COUNTy OF CUMBERLAND :SS
))
I' �(�-��� � I �e'� " I���� the Testatrix whose name is signed to the
attached or foregomg instnunent, have been dully qualified according to law, do
Hereby acknowledge that I signed and execute the instriunent as my Last Will and
Testament; and that I signed it willingly and as my free and voluntary act for the purpose
therein expressed.
Swom to or affirmed and acknowledged before me by
�" e nr �/ � raSS the Testatrix, this !
�n �'" c`�^ , 2013 day of
.
��
`- � �! ���
Tes�`atnx '
CQhiN�ONINEP.LTFt OF PENNSYWA�?iR
fdotarial S�al
Sus�n J.parson,Warary Pu61it
Soirth h7i8dle:unTvap.,Cumb2Hand G�unty �a,� ^ ,,
My Coritmiscian c�FS!res f4ov. 10,20Z3 w�!� (,'Yw
Merrib=r,�ennsvivarta fi•,:seuaiion of he:a;les NO Public
� . ..
AFFIDAVIT
COMMONVVEALTH OF PENNSYLVANIA)) SS
COUNTY OF CUMBERLAND ))
n � ` �/ '
We,
,(�:J` £ � L /Y �cf�/'(�Ct �d �e��r�-\� :�\ . r _�
The witnesses whose names aze signed to the attached or foregoi g instrument,being du y
qualified according to law, do depose and say that we were present and saw the Testatrix
sign and execute the instrument as 'i> �� Last Will and Testament; and that the Testatrix
signed willingly and executed it as �Y;v' free and voluntary act for the purposes therein
Expressed; that each subscribing witness in the hearing and sight of the Testatrix signed
The Will as a wimess; and that to the best of our knowledge the Testatrix was at that rime
18 or more years of age, of sound mind, and under no constraint or undue influence.
Sworn to or a�rmed and s�ubscribed to before me by 1� «��q�� � + c� ho d � ,
and S A��°ve�%�E F"'' ,witnesses,this l day of
` , 2013
�
./4.
itnes ��c!�
`�� �-��G_._�
��ness
� C�'l.'J G'�-ti
o Public
- R�'.f�M1?90M1tWE.F?Lifi6F?�i'_NSYLVAi�!:�R .
NOY3f!i!�Qi,i P�G�IC
Su=_an 7.P2rson,Cp�Yr,antl CounN
South S4idc;eion Twp.
p;y Caanis�_ien F�:'v'ir--�—_s�"v.10,2013
M=�n6ar,perins!",znta F�_�a:iaCion of P1c'.a;ies
REV-iSOB D(+(o8-uJ
�pennsylvania SCFIEDULE E
����� DEPARTMENTOfREVENl1E CASH, BANK DEPOSITS & MISC.
INMERRANCETAXpETURN PERSONAL PROPERTY
RESIDEM OECFAEM
ESTATE OF: FILE NUMBER:
Glenn A. Glass 21-13-0567
Indude Me praeeds oi IiGgatlan and the date the proceeds were received by the estate,
All property fointly owned with r(ght of survivorship must be distlosed on Schedule F.
STEM
NUMBER VALUE AT DATE
DESCRIPTION OF DEATH
1. IRA-Santander Investment Services consis6ng of 240 shares Lowes Cos Inc.common stodc$38.42 �3y0•�L
in cash
Low:DOD value per share$38.76
Payable to estate.No beneficiary named on account.
(See Account statement dated 4/30/2013 attached)
TOTAL(Also enter on Line 5, Recapitulation) $ 9,�40�sZ
If more space is needed,use addi[lonal sheets of paper of the same size.
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aEV-is�i ex+�iao9�
���i`I? pennsylvania SCHEDULE H
�� �EP�P�MEnTOFnEVENIIE FUNERAI EXPENSES AND
INHEHRANCETA%REfURN ADMINISTRATIVE COSTS
NESIOENf OECEDEM
ESTATE OF FILE NUMBER '
Gle�n A. Glass 21-13-0567
Decedent's debts must 6e repnrted an Schedule I. -
ITEM
NUMBER DESCRIP'f7�N AMOUNT
A. FUNERAL EXPENSES:
1' Hollinger Funeral Home 8 Crematory,Inc. 9,959.68
e, ADMiNiSTRATIVE CO5T5:
1. Personal Representative Commissions;
Name(s)of Personal Representative(s) �
Street Address
Gty Sta[e_ZIP
Year(s)Commission Paid:
975.00
Z. Attomey Fees: .
3. Family fxemptiam (if OxeOentY address Is not the same as claimanPs,attach explanation.) 3,500.00
tia�manc Juanita Glass
Street aaaress 4 Annendale Drive
�;ty Cariisle 5[ate?A Ztv 17013
RNationship of Claimant to Decedent wife
4. Probate Fees: /Z� ,$��
5. Accountant Fees:
6. Tax Retum Preparer Fees:
7.
TOTAL(Also enter on Line 9, Recapitulation) $ 14,563.18
If more space is needed,use addNionai sheets ai paper at t�e same size.
REV-1513 E%+(01-]OJ
j�; pennsylvania SCHEDULE 7
INMERITANCE TPX R£fURN BENEFICIARIES
RESIDEM DKEDEM
ESTATE OF: FILE NUMBER:
Glenn A. Glass 21-13-0567
� RElAT10NSHIP TO DECEDENi AMOUNT OR SHARE
NUMBER NAME AND ADDRE55 OF PEfLSON(5)RECEIVING PROPERN Do Nut List TruStee(5) OF EST0.TE
I TAXABLE DISTRIBUTIONS[Indude outnght spousal distn6utlons and transfe�s under
Sec.9116(a)(1.2).]
i• Juanita Glass,4 Annendale Drive,Carlisle,PA 77015 wife 100%
ENTER DOLLAR AMOUNT$FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 iHROUGH 18 OF REV-15�U COVER SHEET,AS APPROP0.IATE.
II NON-TAXABLE D{STRIBUTIONS �
A. SPOUSAL DISTRIBUTIONS UNDEk SECTION 9113 fOR WHICH AN FLECTION TO TA%I$NOT TAKEN:
1.
B. CHARITABLE AND GOVERNMEMAL DISTRIBUTIONS:
1.
TO7AL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET. $
tf more s0ace is needed,use additional sheets af paper ot the same size.