The URL can be used to link to this page

Home My WebLink About08-05-13 (2) � REV��ISOO 150561�143 oc co,-,o� �� OFFICIAL USE ONLY PA Department of Revenue pennsylvania co„my c«� Y�r File Number Bureau of Individual Taxes �AR7MENTOFREVENUE Po Box.28oso� INHERITANCE TAX RETURN 21 13 0 012 3 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 12 20 2012 07 14 1954 � DeoedenYs Last Name Suffix Decedent's Fi�st Name MI SWEGER TIMOTHY J (ff Applicable)Enter Surviving Spouse's infonnation Below Spouse's Last Name Suffix Spouse's First Name MI . Spouse's Social Security Number THI3 RETURN MUST BE FtLED IN DUPUCATE WITH THE REGISTER OF WILLS FiLL IN APPROPRIATE OVALS BELOW � 1. Original Retum ❑ 2. Supplemerrtal Retum � 3.Remainder Retum(date of death prior to 12-13-82) � 4. Limited Estate � 4a.F"nue ir��st�ompr°'f"se � 5. Federal Estate Tax Retum Required �dace a aea�,atrer�z-�2-$2� � g Decedent Died Testate � � ADecedeC Meiritained a Living Trust � 8, Total Number of Safe Deposit Boxes (Attach Co�of V1fi�) ( oPY of Tn�st) � 9. Litiga�on Proceeds Received � 10.Spousal Poverty Credit(date of deatt� � 11.Elec�ion to tax under Sec.9113(A) belween 12-31-51 and t-,-ss> �Attacn scn.o) CORRlSPONDENT-THIS SECTION MUST Be COMPLETED.ALL CORRESPOND�NCE AND CONFIDENTfAL T�INFORMATION.�HOULD�DIR�CTLD TO: Name Da �"p„�Telepho�Se-Num�r rrt CHRYSTAI. L PROSSER ES 7�a7�582 =$''19�i � 4 c:._ w..,.. r� � � c°> c� �� ::� �C�ST�OF�LS l,��NLY .��.. . ,°�,, �;, '�:J First line of address �� +":-"�k � `�"� `'�� C"�r �;�'� �,�y ;� .,,"� :� �- .,�.y. 10 9 3 CARLI SLE STREET P . � ►-� �� w� ,,,,� --� �-_j �., r�� Second line of address � �-�� '� � � DATE FILED City or Post OfRce State ZIP Code V NE� BI�OOMFIELD PA 17068 Comespondent's s-mail addreas: Under penaldes of pe�jury,I declar�e that I have examined this retum,induding ac�oompanying schedules and statements,and to the best of my knowledge and belief, it is true,oomect and complete.Dedaration of pneparer other than the personal representative is based on all iniortnati�on of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE � Michele E.Sokoloski � 25 �3 . ADDRE 1245 Fox Hollow Road,Shermans Dale, PA 17090 SI E PREPARER THE N REPRESENTATIVE DAT Chrystal L Prosser Esq ��' �/ ADDRESS 109 S.Carlisle Street, P.O.Box 336, New Bloomfield, PA 17068 Side 1 �____ 15 0 5 61014 3 15 0 5 61014 3 ____� ADDITIONAL Personal Representatives Sweger, Timothy J.E. SS# 12/20/2012 Under penalties of perjury, the undersigned declare that they have examined this returr�, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. 2 Signature Name Nicol F. Snook Address 199 Tapeworm Road city,state,z�p New Bloomfieid PA 17068 �ate � ��5� � 3 ' 3 Signature - Name Address City,State,Zip Date 4 Slgnature Name Address: C1ty,S�te,Zip Date 5 Signature Name Address: City,State,Zip Date 6 Signature Name Address: City,State,Zip Date � 1505610243 REV-1500 EX Dec�edent's Social Security Number �r$N�: SWEGER, TIMOTHY J.E. RECAPITULATION 1. Real Estate(Schedule A).......................................................................................... 1. 2. Stodcs and Bonds(Schedule B)............................................................................... 2. 3. Closey Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3. 4. Mortgages&Notes Receivable(Schedule D).......................................................... 4. 5• Cash,Bank Deposits 8�Misoelianeous Personal Property(Schedule E)................ s. 4 4 , 0 6 7 . 11 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 7. Inter-�vos Transfers 8�Miscellaneous Non-Probate Property (Schedule G) ❑ Separate Billing Requested............. 7. 8. Total Gross Assets(total Lines 1-7)....................................................................... s. 4 4 , 0 6 7 . 11 9. Funeral Expenses 8�Administrative Costs(Schedule H)......................................... 9. 2 , 5 51 . 7 6 10. Debts of Deceedent,Mor�qage Liabilities,&Liens(Schedule I)................................ 10. 7 , 4 0 5 . 8 8 11. Total Deductfons(total Lines 9�10)...................................................................... 11. 9 , 9 5 7 . 6 4 12. Net Value of Estate(Line 8 minus Line 11)............................................................. �2. 3 4 , 10 9 . 4 7 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tau has not been made(Schedule J)................................................. 13. 34 109 . 47 14. Net Value Subject to Tax(Line 12 minus Line 13)................................................. 14. � TAX COMPUTATION-SEE INSTRUCTIONS FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal ta�c rate,or transfers under Sec.9116 . (a)(1.2)X.QO 15. 16. Amount of Line 14 taxable at Iineal rate x .045 3 4 , 10 9 . 4 7 �s� 1 , 5 3 4 . 9 3 17. Amount of Line 14 taxable at sibling rate X .12 ��• 18. Amount of Line 14 taxable at cotlateral rate X .15 �8• �s. Tax Due..................................................................................................................... �s. 1 , 5 3 4 . 9 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑ Side 2 . � 15D5610243 1505610243 � REV-1500 EX Page 3 File Number 21 - 13 - 0 012 3 Decedent's Complete Address: Sweger, Timothy J.E. STREET ADDRESS 801 N. Hanover Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 1,5 34.9 3 2. Credits/Payments A• Prior Payments B. Disc�unt Total Credits(A +B) (2) 0.00 3. Interest (3) 0.00 4. If Line 2 is greater than Line 1+Line 3,enter the diffe�ence. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1+Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) ��5 3 4.9 3 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 transfer and: Yes No a. retain the use or income of the ProperiY transferred:................................................................................. ❑ � ' b. retain the right to designate who shali use the property transfemed or its income:.................................... ❑ 0 c. retain a reversionary interest;or.................................................................................................................. ❑ ❑X d. receive the promise for life of either payments,benefits or care?.............................................................. ❑ ❑X 2. if death occurred after December 12,1982,did decedent transfer propeity within one year of death without reoeiving adequate consideration?....................................................................................................................... ❑ � 3. Did deoedent own an"in trust for' or payab�upon death bank acxount or security at his or h�r death?......... ❑ ❑x ` 4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which contains a beneficiary designation?...................................................................................................................... ❑ � IF THE ANSYYER TO ANY OF THE ABOVE QUESTIC�NS IS YE3,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,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9916(a)(1.1)(i)]. For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 peroent (72 P.S.§9116(a)(1.1)(ii)]. The stafute does not exempt a transfer to a suninring spouse from tau,and the statutory requirements for disclosure of assets and fiting a tax retum are still applicable even if the surviving spouse is the oniy beneficiary. ' For dates of death on or after July 1,2000: ' •The tax rate imqosed on the net value of transfe�s from a deoeased child 21years of age or younger at death to or for the use of a natural parent,an adoptive parent,or a stepparent of the child is 0 percent[72 P.S.§9116(a)('I.2)]. •The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 peroent,exoept as noted in 72 P.S.§9116 1.2)[72 P.S.§9116(a)(1)J• •The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)]. A sibling is deflned under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. SCHEDULE E CASH, BANK DEFt�SITS, & MISC. �°�^�TM°��''$ny^�^ PERSCINAL. PROPERTY �� FILE NUMBER ESTATE f,?F �y��r, Timo#hy J.E. 2� -�3-oo�23 Include the prot�eds of Citigation and the date the proceeds were received by#he estate.All praperty]aintly-+awned with the r�ght of survivorshfp must be dlsclosed on schedule F. � lTEM DESCRIPTION VAL.UE AT DATE OF � NUMBER DEATH 'I Sovereign Checking Accaunt{see attached} 43,987.39 2 Church of God Trust Account 79.72 Tt�TAI,.{A1so er�ter on��ne 5,R+�+capitulatlon} 44,087.'�"1 Sc�edule H COMMONWEALTH OF PENNSYLVANIA ,ru�w�� INHERITANCE YAX RE7UttN � RESIDENT DECEDENT ESTATE OF Sweger,Timothy J.E. FILE NUMBER 21 13-00123 2 Sentinel 75.00 ' 3 Sovereign Bank fee for obtaining date of death value 20.00 Page 2 of Schedule H 9 H FL�F?AL E�E1V'SE'S� co�+oNwen�.ni oF�Nrisn.vo,�w A�'��T�� INF�RITANCE TAX RETURN F�SIDENT DECEDENT FILE NUMBER ESTATE OF Sweger, Timothy J.E. 21 - 13-00123 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER FUNERAL EXPENSES: A. B. ADMINISTRATIVE COSTS: �, Personal Representative's Commissions Name of Personal Representative(s) Street Address C�{y State Zip Year(s)Commission paid 2. Attomey's Fees Law Office of William R. Bunt 2,000.00 3. Family Exemption: (If decedenYs address is not the same as claimant's,attach explanation) Claimant Street Address C�y State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County, Pennsylvania 203.50 5. Acxountant's Fees 6. Tax Retum PreparePs Fees 7, Other Administrative Costs 1 Cumberland Law Joumal 253.26 TOTAL(Also enter on line 9,Recapitulation) 2,551.76 �� i�� .. SCHEDULE 1 DEBTS O� DE�EDENT, MORTCACE ��TM��v�^ LlABI�lTlES, � LIENS �� FILE NUMBER ESTATE OF �W@��C, Timotny J.E. 21 -13-OQ'!23 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM QESCRIPTION AMOUNT NUMBER 1 Quantum Imaging 3.�� 2 Aiert Pharmacy Services fi4'�•33 3 Church of God Hame, Inc 6,314.73 4 Specia!Even#Emergency Me�ical 5ervices 1fi1.00 5 Carlisle Regional Medical Center 78,37 6 Famiiy Home Medical 2a7-45 T{3TA�{Also enter on line 10,Recapitulation} 7,405,$8 wEV-�a�s ext��-0s� SCHEDULE J COMMONWEAITH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT � ESTATE OF FILE NUMBER Sweger, Timothy J.E. 21 - 13-00123 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER �ME AND ADDRESS OF PERSON(S) DECEDENT (Worcls) ($$$) RECEIVING PROPERTY Do Not Llst Tn�tee(s) ; I� TAXABLE DISTRIBUTIONS[include outright spousal distributions and transfers under Sec.�116(a)(1.2)] 1 Michele E. Sokoloski Daughter 1245 Fox Hoilow Road Shermans Dale, PA 17090 2 Nicole F. Snook Daughter 199 Tapeworm Road New Bloomfield, PA 17068 Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. II� NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET O.00 . • - . . . �.. r-? � n �,� �D r'r1 LAST WlLL AND TESTAMENT � ° � � � rn ..o � � �i �_, � r? � y=, r-- r�� r�z•i a F � �► � F-�' �: f-"� � C!� -� G i� . � TIMOTHY J. E. SWEGER `� � � :� ..� "'"� r'� � • � za -� � cx� 3--- rn . �.,,, � � .,:� � ��'t .r �► I, TIMOTHY J. E. SWEGER, of Carroli Township, Perry County, Pennsylvania, being of sound mind, memory and understanding, do hereby declare this to be my Last Will and Testament, revoking all farmer wills or wri#ings in the nature thereof and any codicils thereto rnade. FIRST: I direct my hereinafter named Executrix or alternate Executor, as the case may be, to pay a�l of my just deb#s, funeral expenses, costs of administration and inheritance taxes out of the corpus of my estate as soon after my decease as is practicable to do so. SECOND: I give, bequeath and devise all of my estate, real, pe�sonal and mixed and wheresoever situate unto my two (2} daughters, Michele E. Sokoloski and Nicole F. Sokoloski, in equal shares, share and share alike. In the event that either of my daughters abo�e named predecease my decease lea�ing a child or children to su�vi�e the same, then and in that event, 1 give, bequeath and de�ise the share of my said deceased daughter's share of my estate unto the child o� ch�ldren of my said deceased daughter, in equal shares, share and share aiike. WILL.IAM R.BUNT CHRVSTAL L.PROSSER In the event that either of my daughters above named predecease � AITORNEYS AT LAW �o�s.ca��st��t my decease failing to leave a child or children to survive the same, then and in that New Bloomfleld,Pa 17p68 Tel.(717)582-8195 FAX(7 i�582-752] ° " • . . event, i give, bequea#h and devise the share of my said deceased daughter's share of my estate unto my remaining daughter above named surviving my decease. THIRD: I direct that I be crerna#ed and that the ashes from my cremation be disposed of as determined by my Executrix. FQURTH: Any person who shall have died within #hirty (3U} days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. FIFTH: ! name, constitute and appoint my sister, Sandra J. D. Kitner, as the Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation nr inability of my sister, Sandra J. D. Ki#ner, to act for any reason whatsoever, as the Executrix of my esta#e, then and in that event, I name, constitute and appoint my brother-in-law, Leroy Kitner, as the alternate Executor of this my Last Wil! and Testamen#. My Executrix or a�ternate Executor, as the case may be, is hereby excused from the posting of any bond or security, notwithstanding any provisions of the law to the contrary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament this 24th day of April, 2008. . 1 (SEAL) WiLUAM R.BUM CHRYSTAL L.PROSSER ATfORNEYS AT LAW Page 2 of 4 pages 109 S.Carllsle Street New Bloomfleld,Pa, ' 17068 Tel.(71�582-8195 ; FAX(717)562-7521 � . • , . . Signed, sealed, published and declared by the above named Testator, as and for his Last Wil� and Testament, in our presence, who, in his presence, at his request and in the presence of each other, have hereunto set our names as attesting witnesses. /� w �� WILLIAM R.BUNT CNRYSTAL L,PROSSER AiTORNEYS AT LAW Page 3 of 4 pages 109 S.Carlisle S4reet New Bloomfleld,Pa, 17068 Tel.(717)582-8195 FAX(717)582-7521 - - • . . - ACKNt33WLE�►GMENT ANQ AFFIDAVIT Cc�rnmc�nv�realth af Pennsylvan�a : : S� County af Perry ; We, Timathy J. E. Sweger, the Testator in, and Chrystal L, ProS58r�, Esqui�re and Viriginia C. Dick, the witnesses to the Last Will and Testament of Timothy J. E. Sweger, the attached or foregoing instrument, who have signed the instrument, having been duty qualified according to law do depose and say: (a} that I, Tirnothy J. E. Sweger, the Testatar da hereby acknowledge tha# i signed and executed the instrument as my Last Wi9! and Testamen#, and that I signed it willingly and as my free and voluntary act for the purpases therein expressed. �b� #h�t we, Chrystal L. Prasser, Esquire �nd Virginia C. Dick, the witnesses, were present and saw the Testator sign and execute the instrument as his Last Wili .and Testame�t; that the Testator signed willingly and execufied it as his free and voluntary act fra►r the purpo�ses ther�in expressed; that each of us in the he�ring and sight o##he Testator signed the will as a witness; �nd that to the best of our knowfedge #he Testator was at that #ime 18 Qr more years c�f age, c�f s+�und mind and under na constraint or undue influence. � Tim t, . E. �weger, Testator � cys#a l.. Prosser, Esquire, Witness , ��G��„ • - . Virgin �. Dick, W�#ness Sworn to ar affirmed and acknawledged before me this 2�t��' day of April, 20tJ8. WI��IAM t2.BUNT * CHRYSTAL L.PROSSER � � ATTQf2NEYS�A1 tAW Page 4 of� pages 104 S.Cor3isle Street New 8loomfleld,Pca. : l 1t168 �� Tel.(717)582-819� ��q� FA7t{71�582-7521 ��1�•�•� s o � ` ��`r�l��. � . . ! '' , � � Court Ordered Processing 1 Decedents- MAl-MB3-02-14 - P.O.Box 841405 - Baston,l��A. p�2g4 � s _ � � � :` � M�y 6, 20�I 3 � � � .� � Law Office of William R. Bunt � 109 S. Carlisle Street � : � P.(]. Box 336 � New Bloomfield, PA 17068 0 : � RE: Estate of Timothy J E Sweger � Qate of Dea#h: Qecember 20, 20'12 � � a 9 '� Z D�ar Mr. Bunt. � � Per your request, enclosed pfease frnd the accaunt information as of the date of death � for the above-named decedent. For yaur information, accrued in�erest is not included in � the date of death balance. � Please feel free ta contact me if I can be of an further assistance. � � � � Ve truly yours, � �n -, �� .��_ .�,,�-:��..� � � � Linda Spavento z Team Leader � 617-514-5189 � N O N � � � � � � � � � � � .,y�� -,`_.�y' .. 6� � � F� s .! � Z � � � ; j Savereign Bank ESTATE �F Timathy DATE OF DEATH: December 20, 2012 Account#: 0511085702 Type: �heck:i�►g tJpen date: 8/I4/2049 In the name af: Sandra J D K.;itner Rep Payee for Timothy J Sweger = Date of Death Balance: $43,987.34 Int.�!lTTD}from 1/1/2012 to 11121/2012 : $24.28 Accrued interest ta date af death: $Q09 Other Info: 3 P'3ge 1 Qf 1