HomeMy WebLinkAbout12-05-13 l
t
1505610140
REV-1500 EX
OFFICIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Cade Year File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 3 1 2 1 6
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
1 0 2 2 2 0 1 3 0 9 0 6 1 9 2 8
Decedent's Last Name Suffix Decedent's First Name MI
S 0 U D E R R A L P H L
(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
Q 1. Original Return 0 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 Return Required
death after 12-12.82)
® 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 E] 10-Spousal Poverty Credit(date of death El 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 CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
R O G E R B I R W I N E S Q U I R E 7 1 7 N 9 2 3 5 3
aEGISTE -OO WiLk LY
C?
- -rj CrnD W
First line of address W
M M
I R W I N & M C K N I G H T , P - C - cCn uT CZ7
Ti C> %
Second line of address O "XS -n
6 0 W E S T P 0 M F R E. T S T R E E T �c fir'
M
City or Post Office State ZIP Code -tb--=- TE FICED
C A R L I S L E P A 1 7 0 1 3
Correspondent's e-mail address:
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
61 ATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
t.�,-t•� Slate I X_ y - I
ADDRESS
1230 CLAREMONT ROAD CARLISLE PA 17015
SIGNATURE PREPARER OTHER TAN REPRESENTATIVE DATE
lj- 3
ADDRESS
60 WEST R0 RET STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
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REV-1503 FX+(8-12)
pennsyivania SCHEDULE B
DEPARTMENT
INHERITANCE STOCKS & BONDS
INHERITANCE TAX RETURN N n
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
RALPH L. SOUDER 21 13 1216
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. AMERIPRISE FINANCIAL-ACCOUNT#0930 0147 0676 4 004 62,006.93
2. AMERIPRISE FINANCIAL-ACCOUNT#0930 0410 8404 5 004 49,857.63
TOTAL(Also enteron Line 2,Recapitulation) $ 111 864.56
If more space is needed,insert additional sheets of the same size
REV-7511 EX-(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
f RALPH L. SOUDER 21 13 1216
f Decedenfs debts must be reported on Schedule t.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
City State ZIP
Years)Commission Paid:
2. AttomeyFees: IRWIN&McKNIGHT, P.C. 6,000.00
3, Family Exemption:(If decedents address is not the same as claimants,attach explanation)
Claimant
Street Address
City State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: REGISTER OF WILLS 33&50
6 Accountant Fees:
6. Tax Return Preparer Fees! PATRICIA A. ROSENDALE, CPA 375.00
7.
TOTAL(Also enter on Line 9,Recapitulation) $ 6,713.50
If more space is needed,use additional sheets of paper of the same size.
REU-55'13£X+(Ct-107
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER;
RALPH L. SOLIDER 21 13 1216
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 dWbutlons and transfers under
Sec.9116(a)(1.2).]
1.
PATRICIA A. SOLIDER Spousal 105,151.06
1230 CLAREMONT ROAD REMAINDER
CARLISLE, PA 17015
ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
ll. 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 If-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.
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LAST WILL AND TESTAMENT
I, RALPH L. SOURER, of Middlesex Township, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executrix to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my wife,
Patricia A. Souder,providing she shall survive me by sixty days.
4. Should the gift in Paragraph No. 3 not take effect, I devise and bequeath all of my
estate of every nature and wherever situate to my son, Shane L. Souder, and if he is not living at
the time of my death,to his children, share and share alike.
5. I nominate and appoint Patricia A. Souder to be the executrix of this my Last Will and
Testament; she is to serve as such without bond. Should she die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Shane L. Souder, as substitute executor, also to serve as such without bond, with the
same powers as are given herein to my executrix.
6. 1 hereby suggest that my personal representative retain the services of Irwin,
i
4
McKnight&Hughes,as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seat this 23RD day of
April, 1997.
V.ALPH L.SOLIDER
Signed, sealed, published and declared by RALPH L. SOLIDER, the above named
testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
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D
ACKNOWLEDGMENT AND AFFIDAVIT
WE, RALPH L. SOUDER, CHERYL L. CLELAND and MARTHA L. NOEL, the
testator and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly swom, do hereby declare to the undersigned authority that the testator signed and
executed the instrument as his Last Will and that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
p PH L.SOLDE
L
RYL L. CLEL
MARTHA L.NOEL
COMMONWEALTH OF PENNSYLVANIA SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by RALPH L. SOLDER,the testator
herein, and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL,witnesses,this 23RD day of April, 1997.
otary Public
Notadal Seal
Roger B in Notary Public
Carlisle flora,Cumberland County
My Commisswn Expires Oct.3,2000
Member,Pennsylvania Association of Notaries