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Home My WebLink About10-30-13 ' � 1505610143 REV-1500 ��a,-,o, - OFFICIAL USE ONLY PA Department of Revenue pennsylvania co�r,ty code Year File Number Bureau of Individual Taxes °EPARTA�NiOF1�"� Po Box.2soso� INHERITANCE TAX RETURN 21 13 I C� HaRisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 04 07 2013 07 31 1951 Decedent's Last Name Suffix DecedenYs First Name MI WEST MAURICE E (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI WEST RICHEL B Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1. Original Retum � 2. Supplemental Retum � 3. Remainder Retum(date of death prior to 12-13-82) � 4. Limited Estate � 4a.Future Interest Compromise � 5. Federal Estate Tax Retum Required (date of death after 12-12-82) � g Decedent Died Testate � � I�A��errt�Myintained�a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ( C of T � 9. Litigation Proceeds Received � 10.�°��P9��a��t,�d,�t95�f death � ��,Election to tax under Sec.9113(A) � (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime�lephone Number JERRY A WEIGLE ESQUIRE 717 �� 73�' � � � y t� �� REG18�'�O�"�IfHILL�S�JSE�I � �� First line of address :` �'�a' .`'" � i�� .;.�� 12 6 EAST KING STREET 5,•.� � `.,t � -r.J .7,� Second line of address `� "�� J''�� '�'w� � � Y."'} `,+ ,r�.. � r,..,, � � j...,. l'� City or Post Office State ZIP Code DAT�IL.ED� � SHIPPENSBURG PA 17257 Correspond nt's e-mail address: Under pen ' perjury,I dedare that I have examined this retum,induding aocompanying schedules and statements,and to the best of my knowledge and belief, it is true, nd com . aration of preparer other than the personal representative is based on all infoRnation of which preparer haa any knowledge. SIGNATURE OF R ON R PONSI E FOR FIIING RETURN ,, DA ;� Richei B.West I� jZ� �16�� ADDRESS 105 East Garfield Street Shi nsbu PA 17257 � S TURE OF REPARER OTHER P S TAT DATE Jerry A.Weigle Esquire �Q�'`Z y�'" An ss � , 126 East Kin Street,Shi ensb r , PA Side 1 � 1505610143 1505610143 � � J 1505610243 � REV-1500 EX DecedenYs Social Security Number oe�►,t's Name: West, Mau rice E. RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Heid Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages 8�Notes Receivable(Schedule D)........................................................ 4. 5• Cash,Bank Deposits 8�Miscellaneous Personal Property(Schedule E)............... 5. 2, 6 62 . 14 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers�Miscellaneous t�nq Probate Property (Schedule G) U Separate Billing Requested............ 7, 8. Total Gross Assets(total Lines 1-7)..................................................................... g. 2 , 662 . 14 9. Funeral Expenses&Administrative Costs(Schedule H)....:.................................. 9. 10,Q 91. 0� 10. Debts of Decedent,Mortgage Liabilities,�Liens(Schedule 1).............................. 10. 17,10 7 . 19 11. Total Deductions(total Lines 9 810)................................................................... 11. 27, 198 . 19 12. Net Value of Estate(Line 8 minus Line 11)....................................... .. �2, -2 4,5 3 6. �$ 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... �4. -2 4,5 3 6. �5 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 tauable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 � . 0� 15. �. �0 16. Amount of Line 14 taxable 0 . 0 0 16. 0. 0 0 at lineal rate X .045 17. Amount of Line 14 taxable at sibling�ate X.12 0 . 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0. 0 0 19. Tax Due.................................................................................................................. 19. _ 0 . 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. a Side 2 � 1505610243 1505610243 � , r � REV-1500 EX Page 3 File Number 21-13 Decedent's Complete Address: DECEDENT'S NAME West, Maurice E. STREET ADDRESS 105 East Garfield Street CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. 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) Q.00 Make Check Pa able 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 property transferred:............................................................................... ❑ Ox b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ �x 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 property within one year of death without receiving adequate consideration?.................................................................................................................... ❑ ❑x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ Ox 4. Did decedent own an Individual R?tirement Account,annuity,or other non-probate property which ❑ ❑ contains a beneficiary designation................................................................................................................... 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,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)]. 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 percent [72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still 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 from a deceased child 21 years 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)(1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in 72 P.S.§9116 1.2)(72 P.S.§9116(a)(1)]. . 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 blood or adoption. Rev-1508 EX+(6-88) ' ' SCHEDULE E CASH, BANK DEPOSITS, & MISC. � PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER West, Maurice E. 21-13 Indude the proceeds of liti�aati�and the date the proceeds were received by the estste. a�ProPertY ki�Y-�ed wilh the�ipht of sunivorship must be di�cl�ed on schsdule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Patriot Federal Credit Union Draft Account 1,462.14 2 1998 Chevrolet Blazer-poor condition,high mileage,proceeds of sale 1,200.00 TOTAL(Also enter on Line 5,Recapitulation) 2,662.14 (If more space is needed,additional pages of the same size) Copyright(c)2002 fonn software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev.6-98) , REV-N51 EX+��O-06) SCHEDULE H �oM��ww FUNERAL EXPENSES 8� � � ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER West, Maurice E. 21-13 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT q, FUNERAL EXPENSES: See continuation schedule(s)attached 6,176.00 B. ADMINISTRATIVE COSTS: � 1. Personal Representative's Commissions Mame of Personal Representative(s) Street Address City State Zio Year(s)Commission�aid 2. Attornev's Fees Weigle�Associates, P.C. 400.00 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) 3,500.00 Claimant Richel B.West Street Address 105 East Garfield Stt'eet Ciry Shippensbu�g State PA Zi� 17257 Relationshi�of Claimant to Decedent SpOIISe 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 15.00 See continuation schedule(s)attached TOTAL(Also enter on line 9,Recapitulation) 10,091.00 Copyright(c)2009 fonn software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.10-06) � � SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER West, Maurice E. 21-13 ITEM NUMBER DESCRIPTION AMOUNT Fune�al Exne. nses 1 Dugan Funeral Home 6,176.00 H-A 6,176.00 Other Administrative Costs 2 Register of Wills,Cumberland County-filing Insolvent PA Inheritance Tax Return 15.00 H-B7 15.00 Copyright(c)2002 form software only The Lackner Group,Inc. FoRn PA-1500 Schedule H(Rev.6-98) Rsv-1512 EX+(12-08) ' ' SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS co�oNV�rH oF�r�r�snvnr�w INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER West, Maurice E. 21-13 Rsport debts incumsd by ths d�c�dsnt prior to de�th that romained unpaid at tl»dats oi dsath,fncludinp unreimbursed medical�xpsnsas. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Patriot Federal Credit Union Home Equity Loan 17,107.19 TOTAL(Also enter on Line 10,Recapitulation) 17,107.19 (if more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule I(Rev. 12-08) REV-1513 EX;(11-08) ` � SCHEDULE J COMM�►��D�D��,q,,,,� BENEFICIARIES � ESTATE OF FILE NUMBER West, Maurice E. 21-13 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S1 RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal ' distributions,and transfers under Sec.9116 a 1.2 1 Richel B.West Spouse 105 East Garfield Street Shippensburg,PA 17257 NOT BELEVANT AS ESTATE IS INSOL Total Enter doliar ambunts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet;as a ro riate. 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 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE Copyright(c)2009 form soflware only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev. 11-08) 1998 Chevrolet Blazer Sport Utility 2D Trade In�alues-Kelley Blu... http://www.kbb.com/chevrolet/blazer/1998-chevrolet-blazer/sport uti.., � . �ZIP GODE:172S7 � Sign in tar Sign up) home ( car values � cars for sale f car reviews � kbb top picks I research tools Popularat KBB.com The-10 mpg Ca�s of 2U13 advertiserrrnt v+ry ads? F�orne>Car�lalues>Chevrolet>6lazer>f498>Style>Opt�ons>Sport Utility 2D �evrolet Blazer 1998 Go ` Your Blue Book�Value Show Used Car Prices�P►ice Yaur Next Car _ 1998 Chevrolet Btazer styte::.sport..ua�ity.2U _ __ ____.__ . _ �it aptions=check spe� ! 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West Esta.te To Whom It May Concern: I am writing in regards to your request for date of death values on the above referenced _ member. This account was in the sole name of the deceased. Account Date of Interest Accrued Open Date 610 Death Principal Rate Interest to DOD Prime Share(00) $0.00 0.1 SO% $0.00 08/21/1985 � Shatedtaft(25) $1,462.14 0.000% $0.00 11/OS/2010 If you have any questions with regard to the above balances, or need additional information, please conta.ct a Membership Officer at 717-263-4444. Sincer�ly, Patriot Federal Credit Union i � � �� a o FEDERAL CREDIT UNI01�T Catch the Spirlt of Filwrrcia!Freedom C�ctober 1,2013 Weigle &Associates, P.C. Attorneys-at-Law Attn: Jerry A. We�gle, Esquire 126 East King Street Shippensburg, Pa 17257 RE: Maurice E West Esta.te To Whom it May Concern: I am writing in regards to your request for date of death values on the above referenced member. Account Number Date of Rate Interest Total XX��X3610 Death through Date Principal & Balance of Death Interest HELOC-Mthly $17,107.19 5.000% $28.12 $17,135.31 � prime rate 5% flr � Open date . 02/25/08 If you have any questions with regard to the above balances, or need additional information, please conta.ct a Membership Officer at 717-263-4444. Sincerely, Patriot Federal Credit Union 800 Wayne Avenue,Chambersburg,PA*(717)263-4444*Mailing Address:P.O.Box 778, Chambersburg,PA 17201-0778