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HomeMy WebLinkAbout11-14-13 � 1505610140 REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po sox 2soso� INHERITANCE TAX RETURN 2 1 1 3 1 0 5 9 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 7 8 3 8 5 2 2 9 0 9 1 4 2 0 1 3 Q 8 0 7 1 9 4 6 DecedenYs Last Name Suffix Decedent's First Name MI MASEMER WI L L I AM E (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return � 2.Supplemental Return � 3.Remainder Return(Date of Death Prior to 12-13-82) � 4.Limited Estate � 4a.Future Interest Compromise(date of � 5.Federal Estate Tax Retum Required death after 72-12-82) � 6.Decedent Died Testate ❑ 7.Decedent Maintained a Living Trust � 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) . � 9.Litigation Proceeds Received � 10.Spousal Poverty Credit(Date of Death � 11. Election to Tax under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHQULD BE DIRECTED T0: Name Daytir�Telephone I��ber� �7 m J OE L R . Z U L L I N GE R 7 � � 2 6r4 �; g2 9 rn � � � r EIDI6pER OF MdOLLS L{� .�LY � � � '-� :E7 � First Line of Address `� c^s � "O � � c:s � �^� � � —� 1 4 NORTH MAI N STREET � �= '' �.''= c, _ � �.. �..TM_ �.� SecondLineofAddress 'v � �a ....C' Cd� C? SUI TE 2 00 ° `' City or Post Office State ZIP COd6 DATE FILED C H A M B E R S B U R G P A 1 7 2 0 1 CorrespondenYs e-mail address: Under penalties of perjury,I deGare that I have examined this retum,inGuding accompanying schedules and statements,and to the best of my knowledge and belief, it is true,�rrect and complete.DeGaration of preparer other than the personal representative is based on all infortnation of which preparer has any knowledge. SIG �l1RE OF ,ER ON ESPO SIBLE FOR FILING RETURN DATE �- �_ � �a �W� � /. � P.OE BOX 36✓ SHIPPENSBURG PA 17257 SfG TURE Alt�t OT THAN REPRESENTATNE DAT '� // RESS ` 4 NORTH N STRE ' , SUITE 200 CHAMBERSBURG PA 17201 PLEASE USE ORIGINAL FORM ONLY Side 1 � 1505610140 1505610140 J � 1505610240 REV-1500 EX(FI) DecedenYs Social Security Number DecedenYSName: WILLIAM E. MASEMER 1 7 8 3 8 5 2 2 9 RECAPITULATION 1. Real Estate(Schedule A) �• ' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2• ' 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. • 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. � 3 3 � 2 Q . 2 7 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. • 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 5 1 9 5 6 � � 6 (Schedule G) ❑ Separate Billing Requested . . . . . . . 7. S. Total Gross Assets total Lines 1 throu h 7 8. � $ 4 9 7 6 . 3 3 ( 9 ) . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Funeral Ex enses and Administrative Costs Schedule H 9. 2 2 6 1 � . � � P ( ) . . . . . . . . . . . . . . . . . . 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. • 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2 2 6 1 � . � � 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12• � 6 2 3 6 5 . 3 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . . . . . . . . . . . . . . . . . . . . . . 13. . 14. Net Value Subject to Tax(�ine 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . 14. � 6 2 3 6 5 . 3 3 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 _ � . � 0 15. � . 0 � 76. Amount of Line 14 taxable at�inea�rate x.o4s 1 1 0 4 0 9 . 2 7 16. 4 9 6 8 . 4 2 17. Amount of Line 14 taxable at sibling rate X.12 � . 0 � 17. 0 . � � 78. Amount of Line 14 taxable 5 1 9 5 6 . � 6 �g. 7 7 9 3 . 4 1 at collateral rate X.15 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. � 2 7 6 � . $ 3 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 � 1505610240 1505610240 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: 2� 13 1059 DECEDENT'S NAME WILLIAM E. MASEMER __ __ STREET ADDRESS 700 Newburg Road CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: 1• Tax Due(Page 2,Line 19) (1) 12,761.83 2. Credits/Payments A.Prior Payments B.Discount 638.09 Totai Credits(A+B) (2) 638.09 3. Interest (3) 4. If Line 2 is greater than Line 1+Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 12,123.74 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 property transferred ...................................................................... ❑ X❑ b. retain the right to designate who shall use the property transferred or its income ............................... ❑ X c. retain a reversionary interest ................................................................................ .................... ❑ ❑ 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? ....................................................................................... ❑ 0 3. Did decedent own an"in trust for"or payable-upon�ieath bank account or security at his or her death? ......... ❑ 0 4. Did decedent own an individual retirement 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 is 3 percent[72 P.S.§9116(a)(1.1)(i)]. 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 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 p2 P.s.§s��s(a)(t)�. • 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+(OB-12) pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS � MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: WILLIAM E. MASEMER 21 13 1059 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2010 Chevrolet Malibu LTZ Sedan, appraised by H&H Chevrolet, with copu 12,000.00 attached 2. Checking Account#6210355823, Citizens Bank, including interest accrued to 10,008.44 date of death 3. Certificate of Deposit#6247369404, Citizens Bank, including interest accrued yo 111,011.83 date of death TOTAL(Also enter on Line 5,Recapitulation) � 133 020.27 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM E. MASEMER 21 13 1059 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %OFDECD�S EXCLUSION TAXABLE NUMBER THEDATEOFTRANSFER.ATTACHACOPYOFTHEDEEDFORREALESTATE. VALUEOFASSET INTEREST (IFAPPLICABLE) VALUE 1. Roth IRA Account#525-91475-1-9, held with Edward Jones, with named beneficiary of Kenneth M. Hale, Jr., no relationship to decedent, consisting of assets as follows: 99.606 shares of American Funds Growth Fund of 4,157.55 100.00 4,157.55 America CI A @41.74 122.78 shares of American Funds American Balanced 2,795.70 100.00 2,795.70 Fund CI A @22.77 2. IRA Account#697-73366, held with Merrill Lynch, with named 45,002.81 100.00 45,002.81 beneficiary of Kenneth M. Hale, Jr., no relationship to deceddent, consisting of assets shown on attached valuation TOTAL (Also enter on Line 7,Recapitulation) $ 51 956.06 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(10-09) pennsylvania SCHEDULE H DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WILLIAM E. MASEMER 21 13 1059 DecedenYs debts must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Wetzel Funeral Home, funeral expenses 19,767.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2, Attomey Fees: Joel R. Zullinger 2,500.00 3, Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4, Probate Fees: L@tt@fS 210.00; renunciation 10.00; short certificates 15.00; JCS fee 23.50; 343.50 automation 5.00; inventory 15.00; inheritance return 15.00; additional probate-50.00 5 Aarountant Fees: 6. Tax Retum Preparer Fees: 7. TOTAL(Also enter on Line 9,Recapitulation) S 22 611.00 If more space is needed,use additional sheets of paper of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WILLIAM E. MASEMER 21 13 1059 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Kenneth M. Hale, Jr., P.O. Box 236, Shippensburg, PA 17257- Collateral 51,956.06 Items 1 and 2 on Schedule G -51,956.06 2. Anna L. Masemer, 514 S. Franklin Street, Hanover, PA 17331 Lineal 110,409.27 residue of estate(decedent's father, LaVere G. Masemer survived decedent but died on 10/17/1913 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. Ij, 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. Oct. 16. 2013 12:38PM HC DAVIS No. 1876 P. 1 � � � Chevrolet Cadillac 730�ast King Street Shippensburg,PA 17257 (717) 532-2121 Fax (717)532-3658 www.hhchev.com "I`o: 1'he �,state of'William E. Masemer October l4, 2U13 Kenneth M. 1{ale Jr. C;xecutor 700 Newburg Rd PO Box 642 Shippensburg, PA 17257 RE: 'Vehicle Appraisals Dear Mr. Ha1e: 'V�/e have conducted an inspection of the personal vehiele of the late William E. Masemer Shields on Wednesday October 2nd, 2013 and have assigned a value to the vehicle as fotlows: Une(1)2010 Chevrolet Malibu LTZ sedan,ViN 1G1ZE5EB6AF139248 It is equipped as follo�uvs: 2.4 Liter I-4 engine,automatic transmission,air conditioning,pov��er windows and locks, stereo with CD, atloy whee[s, leaxher interior irim and has 25,643 miles. The vehicle has a PA Safety Tnspection which wilt expire in I�ecember 2014. The tires are wearing evenly,the interior seating and carp�ting are in good condition,the paint finish is in fair eondition however ihere aze several deep seratches on the hood,trunk lid, on top of the rear bumper and there is a dent and scrape on the rear bumper, several mazks in the paint on the roof and one of the wheels has damage from hitting a curb. After ' e�valuation of the NADA value guide,the Black Book,Kelle�r Blue Book and local markei data from Manheim Auto Auctions(using nationwide data)and factoring in the necessary reconditioning expenses needed to prcpare the vehicte for a retail sale, the vehicle has a �air Market Va1ae of 512,000.00. �T&H vvould be a buyer of this vehicle in this condition at that number within the next l5 days. Please let us know if we can assist you in any way�vith the transportation and disposition of ihis vehicle. $inCerely yourS, , / c�� �j���� y�i � W. Mickey Nye � � Dealer Principal � �� . < Account Number 6210355823 Account Title William E. Masemer Date Opened 10/29/2005 Account Type Checking Principal Balance as of DOD $10,008.41 Interest from Last Posting to DOD $ .03 Account Balance as of DOD $10,008.44 YTD Interest to DOD $1.61 � �� � � � : Account Number 6247369404 Account Title William E. Masemer Date Opened 11/8/2005 Account Type Time Deposits Principal Balance as of DOD $111,001.95 Interest from Last Posting to DOD $9.88 Account Balance as of DOD $111,011.83 YTD Interest to DOD $241.33 �erican Funds Growth Fund of America;A, AGTHX Historical Quote - (MFD) AGTH... Page 1 of 1 Enter Symbols or Keyworcls SEARGH /� = ; Char�s� �r��ta� AGTHX Basic Chart Advanced Chart Interective ChaR Home , Quotes News Industries Markets Hisrorical Quotes , BigReports amw.xneramom.:���ae,nw.v.usw.��mvrwmm� �umvxcs�a.;�;;sz�m . . �;m:.:,s�an�:-=.-=.:^,--.F,,,:.�., _ This Histoncel Quates tool allows you M look up a security's exact closing price. 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By using ihis sde,you agrae to tlie Terms of Use and Privacy Palicy(updated 10/7 820 7 7). Intraday Data provitletl by SIX Financial Infortnation antl subjectto terms of use. - Historical and current end-of-dey date provitled by SIX Financial Infortnation.intratlay daW dekyed per exchange requiremerRS.S8P/Dow Jones indlces(SM)hom Dow Jones 8 Company,Inc.All quotes are m local ezchange time.Real time last sale tlata provitletl by NP,SDA�. More infortnatlon on NASDA�taded sym6ols and their curtent financial staNS. Inhaday tlafa tlelayed 15 minutes For NasEaq,antl 20 minutes for other e�cchanges. S8P/Dov.•Jones InLices(SM)from DowJOnes 8 Company,Inc. SEHK iniraday data is proviEed by SUC Financlal Informatlon and Is at least 60.minutes delayad. PJI quotes are in local exchange time. �I,`7 �I x q9, �� = y, ►s 7�� http://bigcharts.marketwatch.com/historicaUdefault.asp?symb=AGTHX&closeDate=9%2F... 10/8/2013 American Funds American Balanced Fund;A, ABALX Historical Quote - (MFD)ABAL... 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By using this sda,you agree fi the Terms of Use and Privacy Poliry(uptlated to/�82011). ' Intratlay Dafa provided by SIX Financial Information and suhject to terms of use. Hlstorical and curtent entl-of-day data provitletl by SU(Financial Infortnation.Intraday data delayed per exUange raqulremerds.S8PlDOw Jones Indices(SM)from Dow Jones 8 Company,Inc AII quotes ere in local exchange time.Real time last sale tlata provided by NASDA�. More iniortnation on NASDA�traded symbols and thei�cuReM finencial staNS. Intratlay dafa delayed 15 minutes far Nasdaq,and 20 minutes for ofher exchanges. 5&PIDaw Jones Indfces(SM)M1om Dav Jones 8 Company,Inc. SEHK inVaday data is prwideE 6y SUC Financial Infortnadon and is at least 80-minutes delayed. 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TRINH HAMILTON C.DAVIS jzullinger(u»zullin�er-davis com strinhna zullinger-davis com hdavis(u�,zullinger-davis com 14 North Main Street,Suite 200 ��' 20 E�4 Burd Street,�:b.Be�j 4� Chambersburg,PA 17201 Ship �jurg,PA`�''3257 rrt `,.�.� 717-264-6029 717-��I13 G �? p 717-264-1884(FAX) 717-E�0�2�FA� � %� � yti, t-- --� � r— � r-r7 �"' s�-t r-rt �'" rjy :x.g -� �1 C:� November 13, 2013 � c`� � � -`� �i Register of Wills � �' "�� � �= � Cumberland County Courthouse `..�, � `J ;-- ''' 1 Courthouse Square `' o �'�' ° Caxlisle, PA 17013 Dear Register: R.E: Estate of William Edward Masemer File No. 21-13-1059 Enclosed for filing in your office are two copies of the PA Inheritance Tax Return for the above estate. Also enclosed are the following checks: • Register of Wills, Agent - $7,403.24 in payment of inheritance t� on nonprobate assets; • Register of Wills, Agent - $4,720.00 in payment of inheritance tax on probate assets; • Register of Wills - $50.00 in payment of additional probate fee. If you have any questions,please contact my Chambersburg office. Thank you. Very tn,ily yours, �" � .' .Jo R. Zullirige ' { Encls. � � � .. _ � ~ � � � � � oo N N �"S r'�i tY � � � w � � � r .� r V G ao � o Z �-d N �'�+ ^ 9 (D � � � � � 31/ h�.II '.y �-'' � r+ 3 � �i G A F-` � o � � � � N �-�. v W � � � o � � D � �' < � � cv — o N � N G � N � � � �