HomeMy WebLinkAbout01-17-14 1505610101
REV"""1500 EX(ov_m) 1'
PA Department of Revenue permsylvaoia OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO BOX28o6o1 INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
_7 07111/2012 . 03/06/1938
Decedent's Last Name _ Suffix Decedent's First Name _ MI
WARD __. JUDITH C
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix (- MSpouse's First Name MI
D [
THOAS
Spouse's Social Security Number t
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
1154-28-5982
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
Ob 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 Will) (Attach Copy of Trust)
O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit(date of death O 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
Andrew H. Shaw, Esquire —W v I '(717) 243-7135,
CREg9TER OF WILLS OR QRLY '
c_ Q o
DO Cl)
First line of address rrl = n ---I d
1200 S. Spring Garden St N o
Second line of address — C'J C-) C? '3
Suite 11 — ---- ----i � CD -,T 1 ;
ry r M
_ City or Post Office _ State ZIP Code DATE QLJED
_
Carlisle PA I 17013
Correspondent's e-mail address: andrew(c ashawlaw.Com
Under penaltie perjury,I declare that I have exam' this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,5 a and complop,Dec ration of prariarer otplar than the personal representative is based on all information of which preparer has any knowledge.
SIGN OF PER N`RE ONSIBLE OR FI RETURN ATE
/ /7 C
ADDRESS
153 Dogwood Lane at Green Ridge Village, Newville, PA 17241
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
200 S. Spring Garden Street, Suite 11, Carlisle, PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610101 1505610101 J
CL/
1505610105
REV-1500 EX
Decedent's Social Security Number
Decedent's Name:
Judith Ann Ward
RECAPITULATION
1. Real Estate(Schedule A). .. . .. . .. ... ... . ... .. . . . .. .. . ... .. ... .. .. . .. . 1. 0.00
2. Stocks and Bonds(Schedule B) .. . . . ... .... .. ... .. .. . .. ... ... .. . . ... .. 2. 0.00
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ... .. 3. 0.00
4. Mortgages and Notes Receivable(Schedule D) .. . .. ... .. . .. .. . .. .. . .. . . . . 4. 0.00
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E).. .. ... 5. 0.00
6. Jointly Owned Property(Schedule F) CM Separate Billing Requested .. . .. .. 6. 0.00
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) C=D Separate Billing Requested.. .. ... . 7. 484,257.86
8. Total Gross Assets(total Lines 1 through 7). . ... .. . .. ... ... . . .. ... .. . .. . 8. 484,257.86
9. Funeral Expenses and Administrative Costs(Schedule H). ... ... .. . .. .. .. . .. 9. I 796.50
10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) ... .. ... .. .. . . 10. 0.00
11. Total Deductions(total Lines 9 and 10). .. . ... .. ... ... . . .. . .. . . . .. . .. . . . 11, 796.50
12. Net Value of Estate(Line 8 minus Line 11) . ... .. . ... .. ... .. ... .. ... .. ... 12. 483,461.36
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J) . ... .. . ... .. .. ... .. . .. .. 13. 0.00
14. Net Value Subject to Tax(Line 12 minus Line 13) .. .. . .. . .. . . ... .. . .. ... . 14. 483,461.36
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 00 483,461.36 15. 0.00
16. Amount of Line 14 taxable
at lineal rate X.0 45 0.00 16. 0.00
17. Amount of Line 14 taxable
at sibling rate X.12 0-001 IT 0.00
_4
18. Amount of Line 14 taxable s'T
at collateral rate X.15 0.001 18. 0.00
19. TAX DUE .. .. .. . . .. . .. ... .. .. .. ... ... ... .. . .. . . .. . .. . .. ... .. . . .. . 19. 0.001
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C=)
Side 2
15051610105 1505610105
REV-1500 EX Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
Judith Ann Ward
STREETADDRESS
63 Spruce Circle
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 0.00
B.Discount 0.00
3. Interest Total Credits(A+B) (2) 0.00
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (3) 0.00
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) 0.00
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;.......................................................................................... ❑ K❑
b. retain the right to designate who shall use the property transferred or its income;............................................ ❑ x❑
c. retain a reversionary interest;or.......................................................................................................................... ❑ ❑K
d. receive the promise for life of either payments,benefits or care?...................................................................... ❑ x❑
2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................................. ❑ ❑K
3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ E
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)(11)(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(12)[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-1530 EX+(08.09)
pennsylvania SCHEDULE G
DEPARTMENT OF REVENUE INTERWIVOS TRANSFERS AND
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Judith Ann Ward 21-12-1046
This schedule must he completed and filed If the answer to any of questions 1 through 4 on page three of the REV-1500 is yes.
ITEM
DESCRIPTION TRANSFEREE,OF PROPERTY DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
INDTME 751E NAMEOTTXE, ATACHAE,UFFO THE DEED FOR RMCEOEM AND
NUMBER THE DATE MrAAxsrEA. nrrAanmwor THE DEED roRaEn[ESTATE. VALUE OF ASSET INTEREST IF APNU9I,E VALUE
1. Merrill Lynch IRA,Account#231-15199 251,633.23 100 0.00 251,63123
2 Merrill Lynch IRA,Account#231-15198 232,624.63 100 0A0 232,624.63
I
TOTAL(Also enter on Line 7, Recapitulation) $ 484,257.86
If more space Is needed,use additional sheets of paper of the same size.
LAST WILL AND TESTAMENT
That I, JUDITH A. WARD, a resident of Freeport, County of Cumberland and State of Maine,
being of full age and sound mind and memory, hereby make,publish and declare this to be my
Last Will and Testament, and hereby revoke any and all Wills by me at any time heretofore
made.
ARTICLE FIRST: I give and bequeath all furniture,furnishings,rugs,pictures, books, silver or
silver plate, linen, china, glassware, objects of art, wearing apparel,jewelry, automobiles and
their accessories,and all other household goods and personal effects owned by me at the time of
my death, together with all policies of insurance relating thereto, to my spouse THOMAS S.
WARD, if surviving.
ARTICLE SECOND: I give and bequeath to my spouse,THOMAS S. WARD, if surviving,
all right, title and interest that I may have at the time of my death in and to any real property,
wherever situated, together with all rights that I may have under any insurance policies relating
thereto.
ARTICLE THIRD: All the rest and remainder of my estate,real,personal or mixed, wherever
situated,however and whenever acquired, I give and bequeath to my spouse, THOMAS S.
WARD, if surviving.
ARTICLE FOURTH: In the event my spouse, THOMAS S. WARD, predeceases me, or fails
to survive me for a period of thirty (30) days, I direct my Personal Representative to distribute
the residue of my estate,in equal shares,to my surviving issue,DAVIT}T. WARD,PETER F.
WARD and SUSAN R. WARD-DIORIO, by right of representation. In the event any child of
mine predeceases me, I direct his or her share be distributed to his or her surviving issue, in equal
shares, by right of representation. If there be no issue of any predeceasing child or children of
mine, said share shall be distributed to my surviving children in equal shares.
ARTICLE FIFTH: Notwithstanding the provisions of the preceding or subsequent Articles,
any beneficiary may, at any time or times, disclaim any interest in my estate or may disclaim any
portion of any such interest as follows:
I. Each disclaimer shall be in writing and shall be delivered to my Personal Representative.
A disclaimer by the Personal Representative of a deceased beneficiary, the properly
authorized attorney-in-fact of a beneficiary,or the Guardian of a minor or incompetent
beneficiary shall have the same effect as a disclaimer by the beneficiary.
2. The disclaimed interest shall be disposed of, and the provisions of my will irh relatFb rn
the disclaimed interest shall be administered, as though the beneficiary did ryivegge. t o
However, if my spouse should disclaim any part of my residuary estate, an I~
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LAW OFFICES OF JOHN J.LYNCH
NNE STREET,P.O.13OX 6-OARiMISCOTTA.M NE 4NI x3
disclaimer is a "qualified disclaimer" within the meaning of Section 2518 of the Internal
Revenue Code,the part which my spouse disclaims shall be held in a separate trust and
administered and disposed of as follows:
a) I appoint my spouse, THOMAS S. WARD, to serve as Trustee of this trust. My
spouse may at any time or times appoint an individual, bank, or trust company to serve
as Co-Trustee or to serve as the sole Trustee, if my spouse has failed or ceased to serve
as Trustee. If my spouse and the last Trustee appointed by my spouse should both fail
or cease to serve, and if my spouse should then fail to appoint a successor Trustee, I
appoint as Trustee, BATH SAVINGS TRUST COMPANY of Bath, Maine.
b) All of the net income shall be distributed to my spouse or applied for the benefit of my
spouse, in quarterly or more frequent installments.
c) My Trustee may distribute to my spouse,or apply to or for the benefit of my spouse, as
Much of the principal of this trust as the Trustee, in the Trustee's sole and absolute
discretion, from time to time considers advisable for my spouse's health, maintenance,
and support. It is my intention that no principal be distributed to or for my spouse
under the preceding sentence while my spouse is serving as sole Trustee.
d) Upon the death of my spouse,the principal and any undistributed income then
remaining shall be distributed according to the provisions set forth under Article Fourth
of this instrument.
J e) Any Trustee designated to act hereunder shall be known as the Spousal Trustee(s),
ARTICLE SIXTH: I intentionally omit making any provision for any person not specifically
mentioned in this my Last Will and Testament.
ARTICLE SEVENTH: I intend, on my death, that any property in my name and that of another
as joint tenants with right of survivorship,or which is in my name as Trustee for the benefit of a
named beneficiary, or which is payable to a co-owner, survivor,or named beneficiary will pass
to the survivor or beneficiary and I instruct my Personal Representative to make no claim thereto.
ARTICLE EIGHTH: I hereby empower my Personal Representative to sell, at public or .
private sale, and convey any part of my estate, real and personal, deemed advisable by my
Personal Representative, the time,terms and conditions of sale to be determined by my Personal
Representative. My Personal Representative is authorized to sell or transfer real estate without
notice to any person succeeding to an interest therein.
ARTICLE NINTH: If any beneficiary less than 25 years of age becomes entitled to a share of
my estate upon my death or to a share of the principal of any trust estate upon the termination
thereof, such share shall be held by, and I give, devise and bequeath the same to the hereinafter
2
LAW OFFICES OF JOHN J.LYNCH
VINE STREET.R O.BOX 6•0A 15COTTA.M NE 84593
named Trustee (to be designated the Contingent Trustee), IN TRUST NEVERTHELESS, for the
following uses and purposes:
To manage, invest and reinvest the same, to collect the income and to apply the net income and
principal for such beneficiary's benefit, including, but not limited to, the costs of the education of
such beneficiary,to such extent and at such time or times as the Trustee, in the Trustee's sole and
absolute discretion, deems advisable, until such beneficiary reaches the age of 25 years, and
thereupon to transfer, convey and pay over the principal of the trust, as it is then constituted, to
such beneficiary. Any net income not so applied shall be accumulated and added to the principal
of the trust at least annually and thereafter shall be held, administered and disposed of as a part
thereof. Upon the death of such beneficiary before reaching the age of 25 years, the Trustee shall
transfer, convey and pay over the principal of the trust,as it is then constituted,to such
beneficiary's executors or administrators.
The Trustee is authorized and empowered to hold as a part of such beneficiary's trust any and all
articles of tangible personal property at anytime forming a part thereof. The Trustee shall have
no duty to convert such articles to productive property, and the expenses of the safekeeping
thereof, including insurance, shall be a proper charge against the trust.
If the Trustee, in the exercise of the Trustee's sole and absolute discretion, determines at any time
not to hold or to continue to hold any property in trust, as hereinabove provided, said Trustee
shall have full power and authority to transfer and pay over such property,without bond, to such
minor's parent or to the guardian of his or her person or to the person with whom such
beneficiary resides.
l�
The receipt of the parent or guardian or person to whom any principal or income is transferred
and paid over pursuant to any of the above provisions shall be a full discharge to the Trustee
from all liability with respect thereto.
ARTICLE TENTH: My Trustee may distribute outright to a beneficiary the beneficiary's trust
estate if at any time such a distribution is deemed appropriate in the Trustee's sole and absolute
discretion. If the beneficiary is a minor, such distribution may be made to his or her parents or
other responsible party having custody of the beneficiary or the beneficiary's legal guardian or by
establishing a savings account in a savings bank in the State of Maine in the beneficiary's name.
3
LAW OFFTCES OF JOHN J.LYNCH
VINE STREET•P.O.BOX 6•OAMAAi5CO"A,FVJNE 045 3
It
ARTICLE ELEVENTH: My Trustee shall have all the common law and statutory powers
granted to said fiduciaries, including the power to buy and sell without license from the Probate
Court.
ARTICLE TWELFTH: Neither the principal nor income of the trust or trusts herein created
shall be liable for the debts of any beneficiary hereunder. No income or principal payable to or
for the use of any beneficiary under the trust provided for in ARTICLE NINTH shall be subject
to assignment, anticipation, or alienation by such beneficiary or anyone claiming his or her right,
or to interference, control, attachment,or legal or equitable process or bankruptcy proceedings by
creditors of such beneficiary or the marital rights of a spouse of any beneficiary.
ARTICLE THIRTEENTH: I hereby nominate,constitute and appoint THOMAS S. WARD
Personal Representative under this my Last Will and Testament. In the event that the said
THOMAS S. WARD shall predecease me, or shall fail to qualify, or ceases to act,I nominate
and appoint DAVID T. WARD, PETER F. WARD and SUSAN R. WARD-DIORIO as Co-
Personal Representatives. I further nominate and appoint DAVID T. WARD and PETER F.
WARD as Co-Trustees (previously designated as the Contingent Trustee),of the trust or trusts
created herein.
I direct that in no event shall my Personal Representative or Trustee be required to give or
furnish any bond, undertaking or security for the performance of any of the duties delegated by
reason of non-residence, change of residence,or for any other reason whatsoever, in any state or
territory of the United States, or in any foreign country,and law now existing, or which may
hereafter be enacted to the contrary notwithstanding, such security being hereby expressly
waived.
1X
4
LAW OFFICES OF JOHN J.LYNCH
V E STREET-R.O.BOX 5•OAMARISCOTTA.M NE 04543
I, JUDITH A. WARD, the Testator, on this.�day of June, 2000, being first duly sworn, do
hereby declare to the undersigned authority that I sign and execute this instrument as my Last
Will and that I sign it willingly, as my free and voluntary act, and that I am eighteen years of age
or older, of sound mind, and under no constraint or undue influence.
J.0 -' TH A. WARD
We, SUZP1Vryt9 K- Wn16H and ✓• 6 t. ee— r, the witnesses,
being first duly sworn, do hereby declare to the undersigned authority that the Testator has
signed and executed this instrument as the Testator's Last Will and that the Testator signed it
willingly, and that each of us, in the presence and hearing of the Testator and in the presence of
each other, sign this Will as witnesses to the Testator's signing, and that to the best of our
knowledge the Testator is eighteen years of age or older, of sound mind and under no constraint
or undue influence.
iT-
T`-V
STATE OF MAINE
Lincoln, ss.
Subscribed, sworn to and acknowledged before me by JUDITH A. WARD, the Testator, and
subscribed and sworn to before me by SyZnNlly.1 g . Gy/V CH and
witnesses, this<S^:!J day of June, 2000.
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5
LAW OFRCES OF JOHN J. LYNCH
VINE STREET-P.O.B 6.DAMARISCOTTA,N NE 04543
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REV-1511 EEX+(10-09)
f^ pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Judith Ann Ward 21-12-1046
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES:
1.
8. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personal Representative(s)
Street Address
Qty State ZIP
Year(s)Commission Paid:
2. Attorney Fees: 700.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.)
Claimant
Street Address
city State ZIP
Relationship of Claimant to Decedent
4. Probate Fees: 96.50
5. Accountant Fees:
6. Tax Return Preparer Fees:
7.
TOTAL(Also enter on Line 9, Recapitulation) $ 796.50
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
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Judith Ann Ward 21-12-1046
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).)
I. Thomas S.Ward spouse 100%
i
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNE515 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE.
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN:
i.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
i.
TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET. $
If more space Is needed,use additional sheets of paper of the same size.