HomeMy WebLinkAbout10-30-13 __ -.��. __ , _ _
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' � 1505610143
RE�f-'1500 ��o,-,o,
OFFICIAL USE ONLY
PA Departmenf of Revenue pennsylvania co�,r�ty code Year File Number
Bureau of Individuai Taxes � 0°�°���
- Po Box.28oso� INHERITANCE TAX RETURN 21 � //
Harrisburg,PA 17128-0601 RESIDENT DECEDENT �
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
02 09 2013 12 05 1927
Decedent's Last Name Suffix Decedent's First Name MI
ROTZ JR. OLIVER R
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
ROTZ MARGARET E
Spouse's Sociai 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 Irrterest Compromise � 5. Federal Estate Tax Retum Required
(date of death after 12-12-82)
� g' (�C p�of wiij te � �. �Attecec�e�t�y����a�iving Tn,st 8. Total Number of Safe Deposit Boxes
� 9. Litigation Proceeds Received � 10.�en PZ-�3�1�J1 an�at(dat�e5�f death � ��,Election to tax under Sec.9113(A)
T (Attach Sch.O)
CORRE3PONDENT-THIS SEC710N MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTWL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
JERRY A WEIGLE ESQUIRE 717 5�32 738$�.:
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REGIS�R�AF WILL��6E ,!�'�
� _ C r �'� C� a7
J�µ� � rn„� �
First line of address r�~ �-:.,, �,.� W y,,;,�, �
�' _:�a "��� � �� C7
126 EAST KING STREET -
_, - ..w. �, �
,_., �.., � -.,��
Second line of address ''"� � �
a�� r�,r :�,.� � �Y �
M� � N � �
City or Post Office State ZIP Code �• DATE FI
...� "Y1
SHIPPENSBURG PA 17257
Comespondent's e-mail address:
Under penaldes of perjury,I dedare that I have exam�ned this retum,induding axompanying schedules and statements,and to the beat of my knawledge and belief,
it is true,c�rt�ect and c�mp�ets.Dedaration of prepa�other than the personal representative is based on all information of which preparer has amr knowledge.
SIGNATURE OF PERSON RESPON3IBLE FOR FILING RETURN ATE
Mar aret E. Rotz �2-�J !
ADD S
899 Oakville Road Newville P 4
SI RE PR PARER ER R RE N NE DATE
Jerry A.Weigle Esquire —'Z s '�/
DR
126 East Kin Street,Shi ensbu , A
Side 1
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1505610143 1505610143 J
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, ` ..
J 1505610243
REV-1500 EX
DecedenYs Social Security Number
DecedenYs Name: ROtZ� Olive� R. J�.
RECAPITULATION
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 8 Notes Receivable(Schedule D)........................................................ 4.
5• Cash,Bank Deposits�Miscellaneous Personal Property(Schedule E)............... 5. 14 ,7 3 4 . 5 6
6. Jointly Owned Property(Schedule F) ❑ Separate Biiling Requested............ 6.
7. Inter-Vivos Transfers&Miscelianeous I�nq Probate Property
(Schedule G) �j Separate Biliing Requested............ 7. 2,$67 . 91
8. Total Gross Assets(total Lines 1-7)..................................................................... g. 17 , GOZ . 47
9. Funeral Expenses 8�Administrative Costs(Schedule H)....................................... 9. 15,321.2 6
10. Debts of Decedent,Mortgage Liabilities,8�Liens(Schedule I).............................. 10.
11. Total Deductions(total Lines 9 8�10)................................................................... 11. 15,321. .2 6
12. Net 1Value of Estate(Line 8 minus Line 11).......................................................... 12. 2 ,2 81.21
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)............................................... 14. 2 ,2$1 .21
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 2 2$1 .21 15. 0 . 0 0
(a)(1.2)X.00 �
16. Amount of Line 14 taxable
at(ineal rate X .045 0 . �� 16. 0 . 0 0
17. Amount of Line 14 taxable
at sibling rate 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.................................................................... 0 . 0 0
.............................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN�VERPAYMENT. �
Side 2
� 1505610243 1505610243 J
. •
REV-1500 EX Page 3 File Number 21
Decedent's Complete Address:
DECEDENTS NAME
Rotz,Oliver R.Jr.
STREET ADDRESS
899 Oakville Road
CITY STATE ZIP
Newville PA 17241
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 requsst a refund
5, If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) � ��
Make Check Pa able to: REGISTER OF WILLS AG�NT.
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:............................................................................... ❑ ❑x
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 occuRed 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?....... ❑ ❑x -
4. Did decedent own an Individual R?tirement Account,annuity,or other non-probate property which ❑ a
contains a beneficiary designation...................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT A3 PART OF'TFtE RETURN.
For da#es 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 flling a ta�c 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)I•
.The tax rate imposed on the net value of transfei^s 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.
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� Ree-1508�FX+(6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWFJILTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Rotz Oliver R.Jr. 21
Indude the proceeds of lif�gation and the date the proceeds were received by the estate.
All propsrty jointly-ownsd with ths rigM of survivor*hip must be disclosed on schsdule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Commonwealth of Pennsylvania-PA Property Tax Rebate received 7-1-13 375.00 �
2 Exelis,Inc.-final pension benefit 2-28-13 266.56
3 1994 Eagle Trailer 500.00
4 2006 Ford F-150 Pick Up Truck 13,593.00
TOTAL(Also enter on Line 5,Recapitulation) 14,734.56
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group,inc. Form PA-1500 Schedule E(Rev.6-98)
' � Rev-1510 EX+(6-98)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYWANIA
INHERITANCE TAX RETURN
RE8IDENT DECEDEM
ESTATE OF FILE NUMBER
Rotz,Oliver R.Jr. 21
This schedule must be completed and filed if the ansvrer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF DECD�s �(CLUSION TAXABLE
NUMBER HE DATENO�F TR�A�NSfRER.SATTACIi A COPY OFTTHE DEED F�OREREAL E3 ATE. VALUE OF ASSET INTEREST (�F APPLICABLE) VALUE
1 CiUzens Bank IRA Account 8936-Beneficiary 2,867.91 2.867.91
Margaret E.Rotz,spouse
TOTAL 1Aiso enter on Line 7.Recapitulation) 2.867.91
(If more space is needed,additional pages of the same size)
Copyright(c)2002 foRn software only The Lackner Group,Inc. Form PA-1500 Schedule G(Rev.6-98)
� , REV-1151EX+(�0-06) $CHEDULE H
�o���������,��,��, FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Rotz,Oliver R.Jr. 21
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
q, FUNERAL EXPENSES:
See continuation schedule(s)attached 11,531.26
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State Zio
Year(sl Commission naid
2. Attornev's Fees Weigle�Associates, P.C. 275.00
3. Family F�cemption: (If decedent's address is not the same as claimant's,attach explanation) 3,500.00
Claimant Margaret E. Rotz
Street Address 899 Oakville Road
City Nevwille State PA zio 17241
Relationshin of Claimant to Dec�dent SpOIJS@
4. Probate Fees
5. Accountant's 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) 15,321.26
Copyright(c)2009 form 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
Rotz,Oliver R.Jr. 21
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Exn@�
1 Fogelsanger-Bricker Funeral Home 11,531.26
H-A 11,531.26
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. Form PA-1500 Schedule H(Rev.&98)
�. REV-151�EX+(11-08)
SCHEDULE J
�o""'���o����""'" BENEFICIARIES
ESTATE OF FILE NUMBER
Rotz Oliver R.Jr. 21
RELATIONSHIP TO
NAME AND ADDRESS OF SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$)
I TAXABLE DISTRIBUTIONS [include outright spousal
• distributions,and transfers
under Sec.9116 a 1.2
1 Margaret E.Rotr Spouse 100%of Estate 2,281.21
899 Oakville Road
Newville,PA 17241
Total 2,281.21
Cnter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet as a ro riate.
NON-TAXABLE DISTRIBUTIONS:
II• 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 SHEE
Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule J(Rev. 11-08)
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LAST WILL AND TESTAM�NT OF OLIVER R. ROTZ, JR. � r
, �
I, OLIVER R. ROTZ, JR. , of North Newton Township, Cumberland �
.
County, Pennsylvania, declare this instrument to be my Last Will .� �
and Testar.lent, in. manner and form following: �
1. I hereby expressly revoke all Wills and Codicils _
heretofore made by me.
2. I hereby direct my Executrix to pay all my just debts, ;
. funeral and administrative expenses out of my estate, as soon as
practicable after my death.
i -
�
3. Should my wife, Margaret E. Rotz, survive me for a
period of thirty days following my death, I devise and bequeath
I
the remainder of my estate to Margaret E. Rotz. �
4. Should my wife, Margaret E. Rotz, predecease me or die
on or before the thirtieth day following my death� I devise and �
bequeath the remainder of my estate to my issue living on the
thirty-first day following my death, per stirpes. ;
�
5. I nominate and appoint Commonwealth National Bank, •� --
___. Shippensburg, Pennsylvani:a, Trustee of the share of any benefici-.
ar who ma be a minor. The income and or rinci al� of said trust ^�
Y Y / P P .
may be accumulated or expended for the maintenance, education and
support of such beneficiary as my Trustee in its sole discretion �
may determine; and my Trustee, in the expenditure of income and/
or principal for such purposes, may, at its discreti�on, apply the ! •
;.
same to any person having the care or control o.f said beneficiary I
�
or with whom the beneficiary resides, without duty on the part of 1
; . .
the Trustee to supervise or inquire into the application of the �
�
funds by any person to whom any payment is so made. The balance ;
�
of such income and/or principal shall be paid to such beneficiary
upon reaching majority, or to such beneficiary's estate in the - ' _
� event of death prior thereto. .
4
_ 1 _
ti
� .
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� �
6. I nominate and appoint my wife, Margaret E. Rotz, as
.
Executrix of this my Last Will and Testament; and as substitute fr
Executors I nominate and appoint my son, Robert E. Rotz, and my '
daughter, Margaret J, Rotz. �
7. I direct that my.personal representative and Trustee, as
well as their successors, shall not be required to file bond or
security in any jurisdiction. . .
IN WITNESS WHEREOF, I have hereunto set my hand and seal ; •
this 7th day of November, 1980.
• Ur �
(SEAL)
Oliver R. Rotz, .
WITNESS:
� ` S
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i
(
7�• � / .
�. ' --
. COMMONWEALTH OF PENNSYLVANIA : �
: SS. —
COUNTY OF CUMBERLAND ;
.
I, Oliver R. Rotz, Jr. , Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Wi11; that I signed it willingly; and
that I signed it as my free and voluntary act for the purposes
therein expressed. ,
Sworn or affirmed to and acknowledged before me, by Oliver ; �
R. Rotz, Jr. , this 7th day of November, 1980. {
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Testat�r. � �
;
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t�,...�Q- � ' ; ,.
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,JANICE E. H�ERTZLER,�N�TA�RY PUBLIC `' '
Cum�erlc�n� Co���ty Carlisle, PA .
M}� Commission Expires Jonuary 27, 1983 ,i. . �
._ .
- 2 -
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COMMONWEALTH OF PENNSYLVANIA :
: SS. �
COUNTY OF CUMBEF.LAND -
. .
,
We, Tom H. Bietsch and Roger M. Morgenthal, the witnesses � �
whose names are signed to the attached or foregoing instrument, �
being duly q_ualified according to law, do depose and say that we
were present and saw Testator, Oliver R. Rotz, Jr. , sign and
execute the instrument as his Last Will; that he signed willingly -
and that he executed it as his free and voluntary act for the
purposes therein expressed; that both of us in the hearing and �
sight of tT�e Testator signed the Wi11 as witnesses; and that to �
the best of our knowledge the Testator was at that, time 18 or
more years of age, of sound mind and under no constraint or undue •
influence.
Sworn or affirmed to and subscribed to before me by Tom H.
Bietsch and Roger M. Morgenthal, witnesses, this 7th day of
November, 1984.
� , �
i
itness , �
/� �
,/�t. /��
itness
Q�c��.
.. --
- JAI�IICE E. F-l���T.7_LER,'NOTARY PUBLIC
Cumb�rfcanr� Co��n4�y Ccrrlisle, PA
�y Commission Expires Janucary 27, lqg3 �
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� p,Q,B�(7000 � + CaU Citizenf PhoneBank arrytame for ' ACCOl1Dt Stclte111EI1t
, ' " ROP450 � accourit information,anent rates and
ProVidence,RI 02940 answars to your questions.
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through April 30,2013
• AB 01 071105 50234 E 220 A �
111'��il�'�����lu�lilll�i������1�'I��Il�n�l�l��nl�ll�����li���
OLIVER R ROTZ JR �
899 OAKVILLE RD �
NEWVtLLE PA 17241-9667
.__. _._ --. --- - . � - �
Refi+rement u s o z o
s u M M�R Y OLIVER R ROTZ JR
" 24 MaMfi IRA CD .
Balance Calculation Irtterest XXXXXXX8936
Previou5 Batance 2,984.90 In��R� .6096
Withdrawals 3,230.68 - Annual Percentoge YSetd .6�
Deposits&Additions 240.00 + Interest Paid this Year 5•78
Interest Paid 5.78 + ;
WITTent oAI�fICe .QU a �
Ptsviou;�Slanot �
_ � �
2,984.90 �
TRANSACTION. DETAILS �
pata . Aa�ount Desaiptlon �
01/09 1.53 Interest � �
Dl/17 120:00 Balance Transfer �
02/08 1.48 Interest � '
02/15 120.00 Balance Transfer '
03/08 1.28 Interest .
03/15 � 120.00 Balance Transfer .
04/09 1.35 Interest
04/il 120.00 Payout Reversal _
04/11 120.00 Check Reversal .
04/12 .14 Interest
04/12 2,870.68 Transf To 6261386591 TotalTraosscdons
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