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Home My WebLink About12-19-13 _ _ ��,_m� ra.��,��:��.��,z� � � pennsy�vania 15 0 5 61014 3 DEPARTMENT OF REVENUE EX(06-13) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po aox.2soso� INHERITANCE TAX RETURN 21 13 Harrisbur , PA 17128-0601 RESIDENT DECEDENT 4 61 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 178 16 5571 02 19 2013 02 24 1921 DecedenYs Last Name Suffix DecedenYs First Name BRETZ MI MARGARET R (If Applicable)Enter Survlving 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 ❑ Priorto 12-13-82) 4. Limited Estate � qa Future Interest Compromise (date of death aner 12-12_gz� � 5. Federal Estate Tax Return Required � g Decedent Died Testate � Decede t Maintained a Living Trust 0 (Attach Copy of Will) ❑ (AUach`�opy of Trust) 8. Total Number of Safe Deposit Boxes � 9. Litigation Proceeds Received � �p Spousal PovertY Credit/Date of Death between 12-31-91 and T-1-95) � 11.Election to tax under Sec.9113(A) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name HEATHER L PATERNO Dayt�e Telephone�F'umber -,� �,� "� " � � !`� � First Line of Address �a_� =,,F :� <"a ,;_� 4250 CRUMS MILL ROAD r � -�_ `�' �:-� t:> �;.. ,:� ;�_ . .� �:.� r ,, �;T ►---� .,., t;.� Second Line of Address " � - -` '•-� ,. G a '-'� 4.:y; ° ;� �� '..� 6 9 91 �, �-, --�� --, ..,' -; ..;� �.3 '�� City or Post Office � ` - - � , State ZIP Code ` ' ' ��'' ' " rr"► HARRISBURG _.-, .-�y � - PA 17112 - '--.• �' �' " u7 '''+ REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY ,QATE FIt,ED M M D D Y Y Y Y CorrespondenYs e-mail address: hl oldber katzman.com DATE FILED STAMP 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 representatrve is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ,;f � DATE ADDRESS Frank Robison �� _ /�J n � i St risbur PA 17104 S T O PREP R 0 EPR NTATIVE � , ` DATE ' � Heather L. Paterno ESS / � "' j ° I✓ 4250 Crums Mill Road, Harrisbur , PA 17112 L 1505610143 Side 1 1505610143 J � � , , 1505610243 REV-1500 EX DecedenPs Social Security Number Decedenl'sName: Bre�Z, Margaret R. 178 16 5571 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&Notes Receivable(Schedule D)........................................................ 4. 5. Cash, Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 423 . 72 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers&Miscellaneous�nq Probate Property (Schedule G) U Separate Billing Requested............ 7, g. Total Gross Assets (total Lines 1 through 7)........................................................ g. 423 . 72 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 632 . 02 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ ��. 63Z . �2 12. Net Value of Estate(Line 8 minus Line 11).......................................................... �2, -2 0 8 . 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(Line 12 minus Line 13)............................................... 14. -2 0 8 . 3 0 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 0 . �� (a)(1.2)X.00 �5' 16. Amount of Line 14 taxable 0 . 0� at lineal rate X .045 0 . 0 0 16. 17. Amount of Line 14 taxable at sibling rate X.12 � . �� 17. 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. � Side 2 � 15D5610243 1505610243 � . LAST WILL ANl) TESTAMEI�T � � �, � o +'.� � 0 �F �' �n -`�-' cn � r" � r" � rn r`�n _.. r*� ? in ::s �'.' :a7 v MARGARET R. BRETZ `"' r' � "=' ° ° -. � �� - � �; _ - �„ G) G> P , 4.3 'Ti I,MARGAREI'R.BRETZ,now of'Wormleysburg,Cumberland County,Pennsylvania, being of sound and disposing mind,do hereby make,publish,and declare this to be my Last Will and Testament,hereby revoking anc!making nu11 and void all prior Witls and Codiciis made by me at a�ry time heretofore. 1TEM I. i direct that all my legally valid debts,funeral and administrative expenses, and debts incurred or payable because of my death, shalf be paid by my I:xecutor, hereinaftcr named,from my residuary estate as soon after my deatli as pracGcabie. All d�th ta�ces,including federaI,state,and other death taxes,witli respec;to the prop�.ty forming my gross estate for tax purposes, w$ether or not passing under tnis Witl, includ;'ug any interest or penalty imposcd thereon,shalt be cansidered an expense of adminishation of my estate,without apportionment ar righi of reim6ursemenl. 'Taxes on future iuterests may be prepaid. ITL-'M lt. i bive and bcqueati: certair itrms oT tan¢ible personal property that are solety owned by me at the tin:e ofmy dcath and th.t are identiticd in any separale wriUng directin� distributioti thereof ai'ter m}•death which is dat:d;ir,d is srgned by inc at the end thcreof,to those persons designated in such separate writing •.�fia survive me. If any item of tangible personal {00565615;v1� . ' We,the undersigned,hereby certify that the foregoing Will was signed,sealed,published and declared by the above-named Testztrix,141�RGqgET R B�T��d for her Last Will and Testament,in the presence of us,who at her request and in her presence and in the presence of each other,have hereunto set our hands and seals the day and year above rvritten,and we certify that at the time of the execution thereof,the said Testatrix was of sound and disposing mind and m ry , i� residing at �p'�(7 /1'2�(f�d�' �'L. Y�iLt�S� � !7lQ� ,siding at -�-�-�.�. ---�� 17 I t {oos6s61s;vi} s � a � COMMONWEAT,TH OF PENNSyLV.�VIA . COUNTY OF DAUPHIN ' �S" V�'e�MARGARET R BRETZ,the Testatrix,and #he witnesses,re,spec�vely,whose names are signed to the foregoing instrument,being first duly sworn,do hereby declare to the undersigned authority that the Testatrix signed and executed the instnunent as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein eXpressed,and tt�t each of the witnesses,in the presence and hearing of the Testatrix,signed the Wiil as witness and that to the best o€his/her knowledge the Testatrix was at that tune eighteen years af age or older,of sound mind and under no constraint or undue influence. MARGARET R BRETZ Witness Witness Subscribed,sworn to and acknowledged before me by the Testatrix,MARGARET R BRETZ, and subscribed and sworn to before me by_`__ , witnesses, this and 2011, day of Notary public (SEAI,) e9zz6.� {00565615;v1} 7 , _�__ i�A�►i�f- _,. � - � �7:I�IC � . _ , ACCOUNT No accOUNT �XP� ;:. 9852883470 M&T CLASSIC CHECKING M/INTEREST ��ATEMEN� P�RIOQ ' PAGE: FEB.16-MAR.18,2013 1 OF 2 00 0 06118M NN 017 000004431 FIDS1549D01703181303 02 000000 � '�' MARGARET R BRETZ 13355 1929 CALEDONIA ST HARRISBUR6 PA 17104-2932 INTEREST EARNED FOR STATEMENT PERIOD INTEREST PAID YEAR TO DATE 0.00 0.02 PAXTON STREET OFFICE a�GZNN,i1�G p�Pa�� ACCOUNT SUMMARY ;.:BALAMGE: �THER. ADDITIOMS`> `.�7N�R N0. CHECKS PAED SiJBTRACTiONS <CU�REM3;:: ENDIMG AMOUNT N0. AMOUNT I1�ITERES7 PD BALANCE 423.72 0 0.00 p N0. ANOUNT 0.00 1 4.95 0.00 418.77 ;P4srzNC ACCOUNT ACTIVITY D/4TE::: TRA�ISACTION DESC.RIPTION t1!�PC��S,�N7�I2F.ST : CH�CF4� $ �T:H�R & OT.HER ADDITIONS SUBTRACTiONS DAII� 02-16-13 BEGINNING BALANCE BALANNCE:... 03-18-13 SERVICE CHARGE 5423.72 4.95 418.77 ENDIN6 BALANCE 5418.77 OVERDRAFT AND NSF FEE SUMMARY TQTA� FO�R 7H�S TaTAL F.OR tALENpAR ' ' STATEMENT CYCLE YEAR-TD-DATE = TaTAL FOR PRIOR:>: . TOTAL INSUFFICIENT FUNDS (NSF) FEES CALENDAR 5.00 S.00 xEAR S.00 TOTAL OVERDRAFT FEES 5.00 5.00 7ota1 Insufficient Funds (NSF) Fees include 5154.00 there are not sufficient funds in the accounte{oloovere{heci{Bped To{alwOverdraftaFeeseincluded because per itea fees charged when we pay an i4en that overdraws the account as Nell as any Extended Overdratt Fees charged to the account. OVERDRAFT AND NSF FEE WAIVERS, REVERSALS AND REFUNDS SUMMARY 70TAL FOR CALENDAR 'TOTAC:FpR PRIOR > OVERDRAFT & NSF FEE NAIVERS, REVERSAL3 & REFUNDS YEAR-TO-DATE z ': :tALENDAR ' YEAR ` 5.00 - 377.00 TOTAL OVERDRAFT 8 NSF FEES LESS ANY NAIVERS, REVERSALS 8 REFUNDS Nota: Fee Waivers, Reversals 8 Refunds may include waivers, reversals or retunds a slied to $��'00 account this year for fees assessed in the prior year. pp your ANNUAL PERCENTA6E YIELD EARNED = 0.00 % L008(6/12) GoldbergKatzman A T T O R N F, Y S a t I, A W December 18, 2013 `-,; Register of Wi11s � � - c o �.�' � �=,� Cumberland County Courthouse � �' `� �? � One Courthouse Square R'' � �'� `-' l�^ �`' Carlisle PA 17013-3387 �� F � r- �;, r.. r _�, n ►--� �' C� =r;y � ._, _ t.3 r.� '.� _"t.7 �`, , Re: C-, <-=J .- ;� � Estate of Margaret R. Bretz, deceased Date of Death: 02/I9/20I3 � � � � �? �, ` :-a File No. 21-I3-46I �`' `i �. �� .,. F--, ,�:; c.� Inheritance T�Return `� � Dear Sir or Madam: Please find enclosed an original and two 2 Pennsylvania lnheritance 1'ax Return. Additionally, 1 enclose for f ' O copies of the Form Rev 1500, copies of the Estate Inventory. iling an original and two (2) It is my understanding that fees associated with these filings were a' Please file the return and inventory, time stam th p jd at probate. return and one inventory to me in the self-addressed, stamped envelo p e additional copies, and return one tax any questions regarding these filings, please feel free to contact me directl . pe enclosed. If you have Y Very truly yours, �a ishop, aralegal to �JJb Heather L. Paterno, Esquire Enc. 4250 Crums Mill Road,Suite 301 P.O. Box 6991 Hari-isburg,P,� 17112 717-234-4161 {00675802;v 1} fax: 717-234-6808 � Plus convenient o�'ices in downtown Harrisburq Lancaster and Carlisle. 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