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Home My WebLink About01-21-14 a J 1505610105 REV-1500 Ex(02 (Fn OFFICIAL use ONLY PA Department of Revenue l County tie Year File IJumber Bureau of individual.Taxes POBOx28otioi INHERITANCE TAX RETURN (� Harrisburg,PA 17128-o6oi1 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security_Number Date of Death MMDDYYYY Date of Birth UMDDYY1iY 104/20/2013 111/23/1956 Decedent's Last Name Suffix Decedent's First Name MI !PHELLEPS ,; I j JR RALPH , J ` (if Applicable)Enter Surviving Spouse's In6rna"n Below Spouse's Last Name Suffix Spouse's First Name _ MI Ell Spouse's Social Security Number ---'--"--- � THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW Op 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4,Limited Estate O 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12.82) OD 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of WHO (Attach Copy of Trust.) Q 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(Date of Death O 11. Election to Tax L;6Yw Sec.910A) Between 12-31-91 and 1-1-95) Schedutm M ..- CORRESPONDENT–THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAI(INFORWO100HOULD BE J#RECIO T& �°Naa°m—e� Dayti eT�h a Nufffier Cn [Dennis J.Sha#to - 4 (717)311 r-,) rri I F U CY1 C3 � First Line of Address r tTl 119 Locust St Second Line of Address LM�-_—____..r_....-� —----- � _.�.. � DATE FILED City or Post Office _ State ZIP Code Harrisburg Correspondent's-e-mail address:dennisshattDChotmail.cofn Un,OKPOrtafts of perjury,I dedw a that I have examhied this return,including accomparrying schedules and statements,and to the best of my knowledge and belief, s ,coned and complete.Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIG TUR PERSO ES 1 F FOR FILING RETURN DATE ADDRESS 3 Heron Hi r., Downingtown, P 9335 SIGNA E P € REPRESENTATNE DATE ADDRESS PA PLEASE USE ORIGIN"'FPM ONLY F y Side 1 1505610105 1 1505610105 J �1 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: Ralph J. Phelleps, Jr i RECAPITULATION 1. Real Estate(Schedule A). .. . .... . .. ... .... .... ........ ... ..... .. . .... 1. I 0.00 i i 2. Stocks and Bonds(Schedule B) .... . ... .. .................. . ... .. . ... . 2. i 113,220.55 l 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. 6,074.69 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested.. . ..... 7. j 57,472.46 8. Total Gross Assets(total Lines 1 through 7).. ...... . .......... .......... 8. i 176,767.70 9. Funeral Expenses and Administrative Costs(Schedule H).......... ......... 9. 30,633.79 ' i 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1).. ....... .. . ... 10. 5,890.10 • 11. Total Deductions(total Lines 9 and 10). ...... ...... ... .. .. ... ........ .. 11. 1 36,523.89 I f 12. Net Value of Estate(Line 8 minus Line 11) . ....... ...4.. ..... ..... . ..... 12. j 140,243.81 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. I 140,243.81 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_ 15. 16. Amount of Line 14 taxable at lineal rate X.0 45 140,243.81 16. 6,310.97 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. 19. TAX DUE .. ... ... ... ... ................. ... .... ... .... ... ......... 19. 6,310.97 j 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Ralph J. Phelleps, Jr STREETADDRESS 581 Devon Rd CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 6,310.97 2. Credits/Payments A.Prior Payments B.Discount 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. Fill in oval on Page 2,Line 20 to request a refund. (4) 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 6,310.97 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.......................................................................................... ❑ E b. retain the right to designate who shall use the property transferred or its income ............................................ ❑ N c, retain a reversionary interest .............................................................................................................................. ❑ ■ d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ N 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ 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 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 decedent's lineal beneficiaries is 4.5 percent,except as noted in[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-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Ralph J. Phelleps, Jr 2113-517 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Coca Cola-1,097.904 sh.common stock 942,49 46,649.94 2 Hershey Co.-146.579 sh.common stock @ 90.13 13,211.17 3 Calamos Straegic Total Return Fund-2,514.839 sh.@ 10.36 26,053.73 4 Countrywide Capital V 7%-225 sh. @ 25.56 5,751.00 5 Ares Capital Corp.-200 sh. @ 26.63 5,326.00 6 Loomis Inv.Grade Bond A-1,275.842 sh. 012.72 16,228.71 TOTAL(Also enter on Line 2, Recapitulation) $ 113,220.55 If more space is needed, insert additional sheets of the same size REV-15o8 EX+(o8-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Ralph J. Phelleps, Jr 2113-517 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. Morgan Stanley Money Market Fund 6,074.69 TOTAL(Also enter on Line 5, Recapitulation) $ 6,074.69 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) a pennsylvania SCHEDULE G Li DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Ralph J. Phelleps, Jr. 2113-517 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 INCLUDE THE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH %OF DECO S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE VALUE 1. Ohio National Life Insurance Co.-variable annuity-contract no. E1671890 57,472.46 100 57,472.46 TOTAL(Also enter on Line 7, Recapitulation) $ 57,472.46 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) [ pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Ralph J. Phelleps, Jr 2113-517 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers-Harner Funeral Home 12,335.60 2. Gingrich Memorials 4,480.00 3. Camp Hill Cemetery 625.00 4. Camp Hill Cafe-refreshments 1,078.80 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 8,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.) 3,500.00 Claimant E. RoseMary Phelleps Street Address 581 Devon Rd City Camp Hill State PA ZIP 17011 Relationship of Claimant to Decedent mother 4. Probate Fees: 363.50 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. Legal Advertising 250.89 TOTAL(Also enter on Line 9, Recapitulation) $ 30,633.79 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+ (12-12) iT pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Ralph J. Phelleps, Jr 2113-517 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Holy Spirit Hospital 654.56 2. Dialysis Center 2,048.24 3. CitiBank, N.A. 3,000.00 4. Azizkhan internal Medicine Associates 187.30 TOTAL(Also enter on Line 10, Recapitulation) $ 5,890.10 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J r DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: RALPH J. PHELLEPS, JR 2113-517 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. E. RoseMary Phelleps,581 Devon Road,CAmp Hill, PA 17011 mother 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II 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. COPYFAIR OF RALPH J. PHELLEP , JR. S HOLOGRAPH LAST WILL AND TESTAMENT I, Ralph J. Phelleps, Jr. , of the Township of Lower Allen, Cumberland County, PA, hereby make this last will and testament and revoke any wills or codicils heretofore made by me. 1 . I give and bequeath all of my property of every nature and wheresoever situate, to my father and mother or the survivor of them, share and share alike, provided they shall survive me by 60 days. 2 . In the event both of my parents predecease me or die on or before the 60t' day following my death, 'I give all of my property of every nature and wheresoever situate, to my sister Carolyn Ann Martin, provided she shall survive me by 60 days . 3. In the event my parents and my sister predecease me or die on or before the 60th day _following my death, I give my property as follows : a. my automobile (1979 Chevrolet) -and' the F-14 airplane model, and the Heartbreakers VCR tape (Rolling Stones) , to Kitty Storch. y _ o b. my stereo system to Gary Hewitt. C. my compact discs to Rodney Warrenfeltz. d. my furniture, my Walther PPK . 380 pistol, and all funds in all of my accounts, to Fred Phelleps, my cousin. e. all of the rest, residue and remainder of my estate of every nature and wherever situate, to Rob Husted. 4 . I appoint my father, Ralph J. Phelleps, Sr. , executor of this will. If my father predeceases me or for any reason cannot act as executor, I appoint my mother, Rosemary E. Phelleps, as executrix. If my mother predeceases me or for any reason cannot act as executrix, I appoint my sister, Carolyn Ann Martin, as executrix. If my sister predeceases me or for any reason cannot act as executrix, I appoint Dennis J. Shatto, executor.- IN WITNESS WHEREOF, I have hereunto ' set my hand and seal this 13th day of January, 1990. /S/ Ralph J. Phelleps Jr RALPH J. PHELLEPS, JR. PREPARED BY: DENNIS J. SHATTO, ESQUIRE PA AT 0 Y ID. 25675 Signature ;I r WIZ- -6-6 44A 4�z ' a� oy- -- -- - � -- 3 •I 516�r I ' I II ; I I i it i '�-- vim— —/h,c�!�„ — -- --- — � �- ,2. ��•��' – ut .oA4 A.-