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Home My WebLink About03-27-14 (2) � 150561D143 REV-1500 EX`°, ,°' � OFFICIAL USE ONLY PA Department of Revenue pennsylvania Counry Code Year File Number Bureau of Individual Taxes DEVARTMENTOFREVENUE Po aox.2aosoi INHERITANCE TAX RETURN 21 14 v I(pC� Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth O1 09 2014 05 17 1944 DecedenYs Last Name Suffix Decedent's First Name MI WEBER KENT N (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 Retum u 2. Supplemental Return IL � 3, Remainder Retum(date of death prior to 12-13-82) � 4. Limited Estate � 4a. Future Interesl Compromise � 5. Federal Estate Tax Return Required (date of death atter�2-12-82) �� 6 Decedent Died Testate � Decetlent Maintained a Living Trust , 8. TOt81 NUmbBf Of S2f2 DE �^ (Attach Copy of Will) ❑ (Attach Gopy of Trust) posit Boxes � 9. Litigation Proceeds Received � �p. Spousal PovertV Credit(date of dealh ��.Election to tax under Sec.9113 A between 1231-91 and 1-t-95) � (Attach Sch.O) � � CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime T�iephone Nur�r JAN M WILEY 717 �-3Sa 966� � � e,._ ,�y � � n REGI$T�F�"-0Ft1iVILL�SE�L`� ��- r.n �„� rn : First line of address '`' v� �� v �-� � �� C7 � CJ 3 N BALTIMORE ST �j � -�r� � �� '*� `� Second line of address �,� .."�� cj rn �' W v o DATE FILED � City or Post Office State ZIP Code DILLSBURG PA 17019 CorrespondenYs e-maii address: Janmwiley@comcast.net � 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. SIGNATURE OF PERSON RESPONSIBLE F R FILING�RE,TURN ATE i' �,1�� 2J Mildred C.Weber 3 �a(�/�C� ADDRESS 10 �edar Avenue, Mechanicsburq, PA 17055 SIGNATURE.OF PREPARER OTHER THAN REPRESENTATIVE ATE �� 1n... _ (��.�---1 Jan M Wiley 3 ��D�� AD ESS altimore St., Dillsburg, PA Side 1 � � � 1505610143 15D5610143 � 1505610243 REV-150Q EX DecedenYs Social Security Number Decedent'sName�. Webe�� Kent N. ------- ----- ------ --_ __----- -------- ___ _ _ ---- - 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&Miscelianeous Personal Property(Schedule E).............. 5. 0 . �0 6. Jointly Owned Property(Schedule F) ❑ Separate Biiling Requested............ 6. 7. Inter-Vivos Transfers&Miscelianeous f�r�-Probate Property (Schedule G) �� Separate Billing Requested..._....... 7. 8 Totai Gross Assets(total Lines 1-7)..................................................................... 8. 0 . �0 9. Funeral Expenses&Administrative Costs(Schedule H)....................................... 9. 10. Debts of Decedent,Mortgage Liabilities,&Liens(Scheduie I).............................. 10. 11. Total Deductions(total Lines 9� 10). .. .................... . . .. .. .. ............._._ ........ 11. � . �� 12. Net Value ot Estate(Line 8 minus Line 11).................... ..................................... 12. Q . �� 13. Charitabie 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)............................................... �q. 0 . 0� TAX COMPUTATION-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.00 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16. 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 � . �� 18. � . �0 19. Tax Due........................................ 19. 0 . Q Q ..................................................................... 20. 'FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. � Side 2 � 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-14 DecedenYs Complete Address: DECEDENT'S NAME Weber, Kent N. —- --- -- ----___ --- STREET ADDRESS 10 Cedar Avenue --- ------------ - ---- - - -- ------ CITY ;STATE ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (�� 0.00 - ------ ----— 2. Credits/Payments A. Prior Payments --__--- - B. Discount 0_00 Total Credits(A +g) (2) 0.00 3. Interest �3� 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �q� Check box on Page 2 Line 20 to request a refund — 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 0.0� Make Check Payable to REGISTER OF WILLS, AGENT , .�� .:�Y�+�xw��'.d:`.''�'y4�rae.�,,�,�..t� ;s`ti_,�� ? ,-.-��., <f-. . � ., > s. ",: .; .. ..: x �o...,��-: . � �. . .� c�'�. ,:�,.:,c��,�,'E,��: r�L�s:: ..,�r,,,�'�,��, ..z'"�..,$w'�',. 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:......................................... ..................................... � O b. retain the right to designate who shall use the property transferred or its income:.................................. ❑ 0 c. retain a reversionary interest; or............................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care?............................................................ � O 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without ❑ � receiving adequate consideration?.................................................................................................................... x 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ �x 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. �� rk� . e., ,� .��., . _. ..„r x�,�9,. �rv4 �� «_��°� v�..,. �>. � .__ � , .�.. .. . _ , . ,.,� Y�� =H� F�.."� .x . ,.�� .;�3.,.� �a�r�..>�.�.z� _..,... ,_.��t.��..0��' 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)j. For dates of death on or after January 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 applicabie 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 72 P.S.§9116 1.2)[72 P.S.§9116(a)(1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedenYs 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-1502 EX+��_08) � SCHEDULE A � ` REAL ESTATE COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDEN7 DECEDENT ESTATE OF IFILE NUMBER Weber, Kent N. 21-14 All real property owned solely or as a tenant in common must be reported at fair marke[value.F air market value is definetl as the pnce at which property woultl be exchanged between a willing buyer and a willing seller,neither heiny compeiled to buy o�seli,both having reasonable knowledge of ihe relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. Attach a copy of the settlement sheet if the property has been sold . Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 !! 0.00 TOTAL(Also enter on Line 1, Recapitulation) 0.00 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group,Inc. Form PA-1500 Schedule A(Rev. 11-08) Rev-1508 EX+(6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONALPROPERTY COMMONWEALTNOFPENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECE�ENT ESTATE OF IFILE NUMBER Weber, Kent N. 21-14 Indude the proceeds of hugation antl the date the proceeds were received by the estate All property jointly-owned with the right of survivorship must 6e disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 !! 0.00 TOTAL(Also enter on Line 5, Recapitulation) 0.00 (If more space is needed,additionai pages of the same size) Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.6-98) REV-1151 EX+(10-06) � , �` SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCETAXRETURN qDMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Weber, Kent N. 21-14 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached 0.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Mildred C.Weber StreetAddress 10 Cedar Avenue c�ty Mechanicsburg state PA z�o 17055 Year(s)Commission paid 0.00 2. Attornev's Fees 3. Family Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Zip Relationshi�of Claimant to Decedent 4. Probate Fees 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs TOTAL(Also enter on line 9, Recapitulation) 0.00 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-06) REV-151 J EX+(�7_OS) SCHEDULE J COMMON WEA�TH OF PENNSYLVANIA B E N E F I C IA R I E S INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Weber, Kent N. 21-14 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(Sl RECEIVING PROPERTY (Words) ($$$) Do Not List Trustee s I� TAXABLE DISTRIBUTiONS [inciude outright spousaf distributions,and transfers under Sec_9116(a (t2 Mildred C Weber Spouse 10 CedarAvenue Mechanicsburg, PA 17055 Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. NON-TAXABLE DISTRIBUTIONS: II• A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev. 11-08) i I LAST_WILL AND TESTAME_NT � � - - - - i, KENT N. WEBER, of the Township of Upper Allen, County of Cumberland �'� and Commonwealth of Pennsylvania, being of sound and disposing mind, memory � �; and understanding do hereby make, publish and deciare this as and for my Last -�, `� Will and Testament, hereby revoking and making void all former wilis or codicils by ��; me at any time heretofore made. �-� FIRST. l order and direct that ail my just debts and funeral expenses be . rt �-��i paid by my Executrix or my Co-Executors, as the case may be, hereinafter named, v � as soon as conveniently may be done after my decease. SECOND. I give, devise and bequeath ali the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my wife, MILDRED C. WEBER, absolutely and in fee simple, if she survives me. THIRD. If, however, my wife, MILDRED C. WEBER, shall predecease me or fail to survive me, then I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my son, TODD S. WEBER, and my stepdaughter, CRISSY R. BAKER, share and share alike, absolutely and in fee simple. Provided, however; that if either of them shall predecease me leaving lawful issue to survive me, then I order and direct that the share provided above for such deceased child or stepchild, as the case may be, shall be paid over and distributed unto his or her «.W o�F��ES said lawful issue, per stirpes, and in default of said issue, the same shall be paid RLII�' R. McCALEB � over and distributed unto my surviving child or stepchiid, as the case may be. Provided further, however, that if both of them shall predecease me without lawful issue to survive me, then I order and direct that the said rest, residue and � remainder of my estate shail be paid over and distributed unto my brother, JAMES �=� G. WEBER, absolutely and in fee simple. i - .� �� LASTLY. I nominate, constitute and appoint my wife, MILDRED C. �, ••�. WEBER, Executrix of this, my Last Wili and Testament, but if for any reason she .�\ � shall fail to qualify as such Executrix or cease so to serve, then and in that event i �` �� nominate, constitute and appoint my son, TODD S. WEBER, and my stepdaughter, �t;� \ ` l `��; CRISSY R. BAKER, Co-Executors, to serve in her place and stead. lf for any reason either of them shall fail to qualify as Co-Executor or cease so to serve, it shall not be necessary to appoint a substitute Co-Executor to serve in his or her place, but in such event the remaining or surviving Co-Executor shall serve as the i sole Executor or Executrix, as the case may be, under this, my Last Wili and Testament. If for any reason both of them shall fail to qualify as such Co- Executors or cease so to serve, then I nominate, constitute and appoint my �r�+,her, JAMES r. l,N�BER, te s�rve i� th�ir pl�ce ��u stead. Nly� said Exe��tr�x, Co-Executors or Executor, as the case may be, shall serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, KENT N. WEBER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of three (3} typewritten lA\v OfFICFS 2LIN R. McCALE6 -2- i I ;, �-� pages to each of which I have affixed my signature this _r'��',._ day of �_t:'L� __ �_, A.D., Two Thousand Five (2005). � , _ ✓/i� _,�;�` '�% ��-�;..__/;n;'" (SEAL) The preceding instrument, consisting of this and two (2) other typewritten page, each identified by the signature of the Testator, was on the date thereof signed, sealed, published and declared by KENT N_ WEBER, the Testator therein named, as and for his Last Wil! 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. I ( � I ��-�' � � - �� .ti--�� , �. lA�v piFICES �LIN R. McCA�EB —�— )an M. Wiley THE WILEY GROUP Attorneys at Law March 26, 2014 Register of Wills Cumberland County 1 Courthouse Square, Suite 102 Carlisle, PA 17013 In Re: Estate of Kent N. Weber File Number: 21-14-0164 Dear Register: Enclosed for filing please find the inheritance tax return in duplicate and the status report with regard to the above captioned estate. Please return the recording receipts to my attention in the enclosed envelope. Thank you for your cooperation. Sincerely, l:t • Sarah A. Kuhn ,,,� Legal Assistant � ° � Encl. � �,° � � a, rn � e, � v� � ' � � � � � rn � c„ :<�_ '`� �, v ' ; z �; � o c� o ° 3 � '�*�; � o � F,,,, � c�, -v .� r" r 'r�: . a N N °•. c,s `�; 3 N. Baltimore Street • Dillsburg, PA 17019 • Phone: (717) 432-9666 • (800) 682-4250 • Fax: (717) 432-0426 �I I��R 2? P�112 �3 GLE�K QF aRPHAt��' C�iJ�?T C�'�¢f'��" '.��. "_' PA 4�,i y'i t .., N O � � r-+ ... � C/� � CC M .. � � O � N Q� o � o a � v � � � � � .� .b„ � � � � xc� .-. 0 a � � a � o �� oa v '� �'° a o m.� �� Z� M W x H