HomeMy WebLinkAbout10-08-13 �
15D5610101
� J � EX{oi-io) � L SE ONLY
REV 1500 �FFIGIA u
PA Department of Revenue Pennsylvania County Code Year File Number
�EVARfMEMt01 Rl:vt:NVE. .... .... ..,.....
Bureau of Individual Taxes INHERITANCE TAX RETURN � ' �� ��6�
Po BOx�so6oi RESIDENT DECEDENT
HaMsbur PA s 12&0601
ENTER DECEDENT INFORMATlON BELOW
Social Secur+ty Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
_. _._..... �...�._..
' 10/04/2008 ; 09/21/1925 '
_ _ . __
__. ... __...
_.. __ _.
Decedent's Last Name Suffix DecedenYs First Name M�
_..
_... . __..__.. _.... _ .
_
; JOHNSON
' BARBARA Y
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Su�x Spouse's First Name M�
__ _
'__ __. ___._. __. ___ _
Spouse's Soaa�Security Number THIS RETURN MUST BE FILED IN DUPLICATE WtTH THE
____ __ __ _ _ __.
REGISTER �F WlLLS
FILL IN APPROPRIATE OVALS BELOW
p 1.Original Return � 2.Supplemental Return O 3. Remainder Retum(date of death
prior to 12-13-82)
p 4.Limited Estate O 4a.Future Interest Compromise(date of p 5. Federal Estate Tax Retum Required
death after 12-12-82)
� 6.Decede�t Died Testate O 7•Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A)
. between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENGE AND CONFIDENTIAL TAX iNFORMATION SHOULD BE DIRECTED T0:
Name _
Daytim�elephone Nu�r �p
_ _ _ � m r�s
_ ___
___ _
'THOMAS E. FLOWER . (717�3�5513 � � �
__ __ _ __ _ _.
I�I�F WILLS USE..LaN�
4"�`"r ��
� � � C�J ,�„� ��
First line of address � � "�� �" ���
__...._._ ____ _
_ __ ___ �-� �, ��, '.� ,.�,,, ....�..,�
FLOWER LAW, LLC ��p c-� `�'.,� � A�
.�
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. . . .. ... ........... . .. a..r.r q..:.� .
..ww. ,w
�:.............. ............. .................. ......... _........ ..... . ... ... .. . .
Second One of address _ _ __ " `'�`" � ".�- k'���
--� _
' 10 W. HIGH STREET
."�� Q �� '��"i ;
City or Post Office
State ZIP Code DATE F1LED
; . .._.__ _..._.
':CARLISLE PA '17013
Corresponaent's e-maii address:Tom@�Flower-law.com
Under penalHes of perjury,I declare that t have examined this retum,i�cluding accompanying schedules and statements,and to the best of my knowledge and belief,
ft is true,Qorret�and oomplete.Declaration o�f preparer other than the personal representative is based on ail information of which preparer has any knowledge.
Tl1RE OF E N RE NSI LE FOR FILING RETURN DATE
�
SS
JANET J. BAILEY, 2433 6 KSMITH WAY, EAST PETERSBURG, PA 17520
SI OF THER THAN REPRESENTATIVE /B DATE 3
D
ADD S
FLOWER LAW, LLC; 10 W. HIGH STREET, CARLISLE, PA 17013
PLEASE USE ORIt31NAL FORM ONLY
Side 1
�
1505610101 1505610101 J
.
. � . 1505610105
REV 1500 EX DecedenYs Social Security Number
�ec�dent's Name: BARBARA Y.JOHNSON
RECAPRULATION
1. Real Estate(Schedule A). ............................................ 1. _ _ . _ '
2. Stocks and Bonds{Schedule B) ....................................... 2. _ _ _
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 3.
4. Mortgages and Notes Receivabls(Schedule D�........................... 4. _ _ _. _ .
5. Cash,Bank Deposits and Miscelianeous Persanal Property(Schedule E)....... 5. 31,661.14
6. Jointhr Owned Property(Schedule F) O Separate Billing Requested ....... fi.
_
7. Inter-Vvos Transfers 8 Miscelianeous Non-Probate Property !
(Schedule G) O Separate Biliing Requested........ 7. '
8. Total Gross Assets(total Lines 1 through 7)........... .................. 8. 31,661.14'
9. Funeral Expenses and Administrative Costs(Schedule H).................. . 9. ; 1,015.00 ',
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule i).............. 10. '; !
11. Totai Deductions(totai Lines 9 and 10)... .............................. 11. ' 1,015.0�
12. NetValueofEstate(Li�e8minusLinell) ........••••••••••••••••••�•�• 12• !, 30,646.14
_ _ _ _
13. Charitabie and Govemmental Bequests/Sec 9113 Tn.�sts for which
an eleaion to tax has not been made(Schedule J) ........................ 13. i
14. Net Value Subject to Tax(Line 12 minus Line 13) ........................ 14. : 30,646.14:
TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxabie
at the spousal tax rate,o� _ _ _
__ _._ ,
transfers under Sec.9116 _ _
(a}(1.2)X A- ' 15. ' ''.
:
16. Amount of Line 14 taxable 1,379.08
at Iineal rate x.0 4�` 30,646.14 �g.
_ _
17. Amount of Line 14 taxable
at sibling rate X.12 ' 17., '
18. Amount of Line 14 taxable .
at ooilateral rate X.15 18.' '.
_
19. TAX DUE...................... ................. ....... ....... .... 19. �
1,379 08
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND�F AN OVERPAYMENT O
Side 2
� 1505610105 15�5610105 J
.
REV 1500 EX Pege 3 File Number �� ` ��' t � � �
• Decedent's Complete Address:
DECEDE NAME
BARBARA Y.JOHNSON
_ _ ___ ____.
_
___.. . _ __ _ _..._.......
............................................................................ ........... .. ._.. __ __ _..._ _
STREET ADDRESS
COUNTRY MEADOWS
TRINDLE ROAD
_. _.__ __ _ _
_ _ _
_ __ __ _ __ _
__ _
____ __
_ ___ ___ __..
__..... . ..... ..... _ __ STATE
C MECHANICSBURG
, PA ! 17055
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19} (1) 1,379.08
2. CreditslPayments
A.PriorPaymer�ts ----------_____--
B.Discount
___.__ ___ ___ _ ____ ___
Total Credits(A+B) ( )
3. Interest 286.43
(3)
4. If Line 2 is greater than Line 1+Line 3,enter the diffe�ence. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund. (4)
5. If Line 1+Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) � 1,665.51
t=
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 p�operty transfer�ed:.................................... � �
...................................................... X
b. retain the right to designate who shall use the property transfeRed or its income:............................................ ❑ �
c. retain a�eversianary interest;o�.......................................................................................................................... ❑ xD
d. rec8ive the promise for life of either payments,benefits or care?...................................................................... ❑ �
2. If death oocurred after Dec.12,1982,did decedent transfer property within one ysa�of death
without�eceiving adequate consideration?.....................................................................................................:........ ❑ 0
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ �
4. Did decedent own an individual retirement account,annuity or other non-probate property,which
containsa beneficiary designation? ........................................................................................................................ ❑ �
IF THE ANSWER TO AWY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
,a� '' .�. �`�II'��""`�r�i���€"z�n ..� F, :: �q f� , s .. .. .. .. . . . . . . . .. . . i.s' ;. ��3,.e. .
... .. ... . . . .... . .. . e3�5 .>.sP.,... n.:...,:E...... >... ., .. ... ... .. . 5 r
,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.§9116(a)(1.1)(i)J.
For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to 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 t�ansfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax retum are stiU 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 ftom a deceased child 21 years of age or younger at death to or for the use of a natural parent, an
adop�ve parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)].
• The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except 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 defined,under
Section 9102,as an individual who has at least one parent in common with the decedent,whether by bload or adoption.
_ .
.
qEV-3508 IX+(ii-1o)
• �r]ennsY lvania SCNEpULE E
DEPARTMENT OF REVENUE CASH, BANK DEPOSIt'S&MISC.
INHERITMI(:E TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: PILE NUMBER:
BARBARA Y.JOHNSON 21-08-1062
Include the proceeds of litigation and the date the proceeds were received by the estate.
Ali property joinHy owned with right of survivorship must be disclosed on Schedule F.
�M VALUE AT DATE
NUMBER DESCRIPTION OF OEATH
�, M&T Bank IRA account#11694940,paid to the estate by PA Treasury,Bureau of Unclaimed Property 31,611.14
TOTAL(Also enter on Line 5, Recapitulation) � 31,611.14
If more space is needed,use additional sheets of paper of the same size.
_ _ _ _ _ _
t�ommon�eal#h of Pcnnsylvan�a 1 of 1
���������� ��y��� 000448 36 00517424
Pennaylvania Treasury - Bureau of �Unclaimed Property Payment
-'�'�� CLAIM # 77782951
'__�' --------------------------------------------------------------------------------
- Property ID Holder Name Description Amount
11694940 M&T BANK ' IRA ACCOUNT 31,661.14
Total: 31,661.14 �
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� �AYBB INFORMATION: NOTR: Direct payment inquiries to:
JOHIJSON B�ARBARA Y ESTATE OF PA Unclaimed Property 1.80Q.222.2046
2433 BLACKSMITH WAY P.O. Box 1837 �
E PETERSBURG PA 17520 � Harrisburg, PA 17105-1837
� FOLD ON PERFORATION,THEN DETACH CAREFULLY �
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REV-1511 EX+(10-09)
. Pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATf OF FILE NUMBER
BARBARA Y.JOHNSON 21-08-1062
Decedent's debts must be�eported on Schedule i.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
_. __
i.
g, ADMINISTRATIVE COSTS:
1, Personal Representative Commissions:
Name(s)of Personal Representative(s}____ _ _ _ _ _ _ ____
Street Address_ __ _ __
__ ____ ___
�ity State _ZIP______
Year(s)Commission Paid: ----------------- --------- ---------- ------ --------- --------_- -
------------_----_---
1,000.00
2. Attomey Fees:
3. Family Exemption:(If decedent's address is not the same as ciaimant's,attach expianation.)
Ciaimant ------
Street Address
�ity..... _. _ _____ _ _.. _.. ___ _ _ State . __ __ ZIP __ _ _ __..
Rela�onship of Claimant to Decedent ___ ___ _______ .
__._ __ __ __
4. Probate Fees:
5. Accountant Fees:
6. Tax Return Preparer Fees:
7• REGISTER OF WILLS,TAX RETURN FILING FEE 15.00
TOTAL(Also enter on Line 9,Recapitulation} � 1,015.00
If more space is needed,use additionai sheets of paper of the same size.
REV-1513 EX+(01-10)
. � pennsylvania SC H E D U LE �
DEPARTMENT OF REVENUE gENEFICIARIES
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OP: FILE NUMBER:
BARBARA Y.JOHNSON 21-08-1062
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECENING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Indude outright spousai distributions and transfers under
Sec.9116(a)(1.2).J _
i. BRUCE S.JOHNSON,119 W.LINDEN AVE,BURBANK,CA 91502 ` SON
1/3
2. KATHRYN J.JOHNSON,5217 SKOKIE,IL 60077
DAUGHTER 1/3
3. JANET J.BAILEY,2433 BLACKSMITH WAY,E.PETERSBURG,PA DAUGHTER 113
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEEr,AS APPROPRIATE.
ii NON TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1. .
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. _ _ _ _ _ _ _ _
_. _ _ ___ _ _ _ _ _ _
TOTAL OF PART II—ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
Personal Income Tax e-Services Center Page 1 of 1
Penalty and Interest Calculations
CALCULATION DATES-
07/04/2008 TO 10/8/2013
TAX DEFICIENCY $ 1,379.08
CALCULATED INTEREST $ 286.43
BALANCE AS OF 10/8/2013 $ 1,665.51
�������
https://www.doreservices.state.pa.us/pitservices/Default.aspx 10/4/2013
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�`� �M ��-� .•,:-^ .� �� �� LAST WILL AND TESTAMENT
` OF
BARBARA Y. JOHNSON
- i, BARBARA Y. JOHNSON, of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last Will and Testament, hereby
re�oking all other Wills and Codicils heretofore made by me.
FIRST
I direct the payment of my just debts and the expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done. If there be
no cemetery lot availabie for my interment oVvned by me at the time of my death, I
authorize my personai representative to purchase such cemetery lot with a contract for
perpetual care, using therefor funds from my estate in such amount as she shall .
� consider necessary and desirable, and I authorize my personal representative to cause -
titfe to or ownership of such lot so purchased to be vested in such person as my
personal representative s�all designate.
Further, I authorize my personal representative to expend funds from my estate,
in such amount as my personal representative shall consider necessary and desirable
for the purchase, erection and inscription of a suitable marker for my grave.
SAIDIS SECOND
HUFF, FLOWER � .
& LINDSAY
ATTORNEYS•AT•uW I give, devise and bequeath all the rest, residue and remainder of my estate to
2109 Market SUeet
Camp Hill,PA F,
my beloved husband, SANFORD C. JOHNSON, absolutely and in fee simple if fie
survives me by thirty (30) days.
� � � ` �
.. L � . � • � � � . .. , . . .
.�.....�..._._._.... � . � ...
: `` THIRD �
._
In the event that my husband, SANFORD C. JOHNSON, fails to survive me by
' thirty (30) days, then i bequeath all of my household goods, furniture, jewelry and
personal effects in accordance with a written list made by me during my lifetime. In the
' absence of a list or designation on the list, then I bequeath such items, in equal shares, ;
;
. 1
to my children who survive me, JANET J. BAILEY, BRUCE S. JOHNSON and
KATHRYN J. JOHNSON, to be divided between them by my�personal representative
with due regard for their preference in as nearly equal shares as practicable.
FOURTH
In the event that my husband, SANFORD C. JOHNSON, fails to survive me by
: thirty (30) days, then I give, devise and bequeath all the rest, residue and remainder of
my estate in equal shares unto my children, JANET J. BAILEY, BRUCE S. JOHNSON
and KATHRYN J. JOHNSON, per stirpes.
�
FIFTH
I direct that any and all inheritance, estate, and transfier taxes imposed upon my
estate passing under this Will or otherwise shall be paid out of the principal of my
residuary estate.
� Si�CTH
In addition to the powers conferred by law, I authorize any personal
�FLOU�R representa#ive acting under this instrument, in his absolute discretion:
, �
LINDSAY
�RNEYS•�T•�+w A. To retain in the form received, or to sell either at public o'r private sale �
Market Street
;
mp Hill,PA '
any real or personal property; �
B. To exercise any options to subscribe for stocks, bonds, or other �
investments;
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C. To join in any plan of iease, mortgage, consolidation, exchange,
. -
reorganization or foreclosure of any corporation in which my estate or any trust
may hold stocks, bonds or other securities;
D. To sell, transfer, convey, mortgage, pledge, lease or exchange any
property, real or p�rsonal, which at any time may form part of my estate, for the
payment of debts or taxes, or for any purpose of administration or distribution, for
such prices and upon such terms as my personal representative, in his sole
discretion, may deem wise, and to execute and deliver deeds of conveyance or
transfer thereof;
E. To make settlements and compromises on such terms as my personal
representative in his sole discretion may deem wise without the necessity of
obtaining any court approval thereof;
F. TQ make distribution hereunder either in cash or kind, as my personal
representative in his discretion may deem wise.
SEVENTH
I do hereby nominate, constitute and appoint my daughter JANET J. BAILEY, to
act as Executrix of this my Last Will and Testament. Provided, however, that if she is
unvrilling or�unable#a act as Ex��ut�ix, I direct the duties o.f Execut��to be performed by
my son, BRUCE S. JOHNSON.
SAIDIS � EIGHTH
3UFF, FLOwER
& LINDSAY
�TTORNEYS•AT•LAW I direct that no personal representative, guardian, trustee or other fiduciary
?l09 Market Street
Camp Hill,PA
appointed under this instrument shall be required to give bond for the faithful
performance of their duties�in any jurisdiction.
3
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IN WITNESS WHEREOF, I, BARBARA Y. JOHNSON, have hereunto��set my ,
. ��I
hand and seal to this my Last Wiil and Testament, consisting of four (4) typewritten
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pages, the first three (3) of which bear my signature in the margin for identification, this i
. �
�� day of� t,�, , 2002. M
• •�CIiE,,!:a..-L c✓..�,� ,
t
BARBA . HNSON �
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Signed, sealed, pu5lishe! ar:� dPcfared by the above-named BARBARA Y. �
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JOHNSON, Testatrix, as and for her Last Will and Testament in the presence of us, who �
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have hereunto subscribed our names at her request as witnesses thereto, in the �
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presence of said Testatrix and of each other. . (
ADDRESS �.�8�� �-'t,,t,�,�i.e.�`' S�-
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ADDRESS �1(�i �'Y���-{ 5-��,
C�� �►�1 �� �-�a�t
AIDIS �
E, FLOWER
,INDSAY
NEVS•AT•LAW
Narket Street
�p Hill,PA
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. COMMONWEALTH OF PENNSYLVANIA :
. ss.
COUNTY OF CUMBERLAND :
We, Barbara Y. Johnson, �.c n�4s � � r�vw��r and �� ��, 1 `�-+� the
,
Testatrix and witnesses, respectively whose names are signed to the foregoing or
attached instrument, being first duly sworn, do hereby deciare to the undersigned
authority that the Testatrix signed and executed the instrument as her Last Wili and
Testament and that she signed wiilingiy and that executed as her free and voluntary act
for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix signed the Will as witnesses and that to the best of their
knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound ;
mind and un�er no constraint or s��d�e influence.
,,
'�I�.� �-�t��- .''� _
;
Barbara Y. John ry '
� ;
itness
;
W itn ess ;
;
;
Subscribed, sworn to and acknowledged before me by Barbara Y. Johnson, the i
Testatrix, and subscribed to_and swom or affirmed to before me by �
;
Q � . �1 o er and ��..1�, ��`,�.1�� , witnesses, this �1 �� day of '
� , 2002. �
;
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Not ry Public '
�AIDIS
'F, FL4WER � t+K�TAA'IAL 8E11�.
.INDSAY � #�AREN$,NOEL.,Notary Pub�ic
2NEY5•AT•LAW � �;������Qrot C1.1�91'bl'k�CiOlXi�l �
Mark �.�}+;��t�ii�?�t?i1 Fxplre&DeC.8,2003 �
et Slreet ••�-�•-���
np Hill,PA I
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