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Home My WebLink About04-21-14 � 150561p105 REV-1500 EX�oz_��>�F�> o. PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes �""p'»`",�`p`�`��` Couniy Code Year File Number PO BOXz8o6o1 INHERITANCE TAX RETURN �j Harrisburg,PA 1�128-0601 RESIDENT DECEDENT ��' 1� ��j �U ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY __ _ _. _ 182-22-8728 ' 04/07/2013 : 02/07/1918 DecedenYs Last Name Suffix DecedenYs First Name MI !Walker ! Vivian C ' (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 C� 1.Original Return O 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) p 4.Limited Estate O 4a.Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) � 6.Decedent Died Testate O 7.Decedent Maintained a Living Trust _ 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 Schedule O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Thomas L Walker ',(410)707-3536 REGISTER QF WILLS USE ONLY N C�� _C � First Line of Address _.. _._.. __ _ _ O � rr1 923 Merridale Blvd � � � � � � c.a Second Line of Address �� '�?'v � � °a-� t _ � ._ . . _ . _....._ __._ _.., _ _ . . :�,._ � F� -:� ! ' rr; � . ..._.. - , � i � City or Post Office State ZIP Code ' `' ��LED �� . . ��... .:� _� 1' ......... ._ .._ ..... .... ..... ..... __ ..... ...... �„ ... -.. ,.,',.. � Mount Airy , MD ; �21771 �`� �;; , �-' �=- � _ _ _ _.-.-t ; N' r __ _. �' � � -Q*7 CorrespondenYs e-mail address:walkera�ibiquity.COm tomwalk104@aol.com � Under penalties of perjury,I declare that I have examined this retum,inciuding 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 personai representative is based on all information of which preparer has any knowledge. SIGNAT PERSON RE PONSIBLE FOR ING RETURN DATE . t 1�,....., C L7tF_C-cc `�Z)yt„� 04/15/2014 ADDRESS 923 Merridale Blvd, Mount Airy, MD 21771-5263 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � 150561D105 1505610105 J � 1505610205 REV-1500 EX(FI) pecedent's Social Security Number DecedenYs Name: �/IVI811 C W81k2f ' �$2-22-$728 ' RECAPITULATION 1. Real Estate(Schedule A). ...................................... ...... 1. i 2. Stocks and Bonds(Schedule B) ................................. .... .. 2. ' 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. ' 6,311.19 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ...... . 6. i ; _ _ . _ _ . __ 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property ', (Schedule G) O Separate Billing Requested..... . .. 7. ; ', 8. Total Gross Assets(total Lines 1 through 7)... ..... ................ ..... 8. ', 6,311.19 ' 9. Funeral Expenses and Administrative Costs(Schedule H). ............ ..... . 9. ' 1,318.55 j 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule I)...... .... ..... 10. i 4,992.64 i 11. Total Deductions(total Lines 9 and 10).... .. .................... ...... . 11. ', 6,311.19 ', 12. Net Value of Estate(Line 8 minus Line 11) .... ..... ................ ..... 12. 0.00 '; 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. j 0.00 ' 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_ I ' 15. ', ' 16. Amount of Line 14 taxable _ ....._. , at lineal rate X.0_ ' 16. i ' 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.i 0.00 ; _ _ 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 J REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Vivian C Walker STREETADDRESS 923 Merridale Blvd CITY STATE ZIP Mount Airy MD 21771 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 0.00 2. CreditslPayments A.Prior Payments B.Discount Total Credits(A+B) (2) 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) Make check payable to: REGISTER OF WILLS,AGENT. 7 � � 3 �� .�� , .. �'� '}3 ��:,f - „��,�;F�,.��, 7..,�,-:s .-; . . ..... ...... ........ �.�'.�* �„�',,,r�iAi,.,�.:?... ,..,....�:. • .,:z'� ,.,,., . .. , - .,,,,,.,,.,�� .,,,.,,,�...x` ,... � . . . . ,.... 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.......................................................................................... ❑ � b. retain the right to designate who shail use the property transferred or its income ............................................ ❑ � 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?.............................................................................................................. ❑ � 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 containsa 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. / ' . N�' N �' ,'�e Kt .._ J�3�x JJws� AS+�: 3' .�5 C �ii �.ra. 2'. „ '.�:''..,,,.�e�.�9-�f„.�,,,,, . ,.,�; i ...�}°�,Y';. (..,�i, u�3:f.mr. ��rvk��,.. .. , . ...a....�x+z2�cw; ,,,� ,,. .,......� . . _�s.... ,..,,,�.. ,��:�.... ,,,. �.s.�,��x,v, ,,,,� . .,.k,�r.. .,., 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 suroiving 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 suroiving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)j.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 decedenYs 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 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-i5o8 EX+(08-12) j�pennsylvania SCI�IEDULE E ;�J DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX REfURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: Vivian C Walker 2113-0518 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 �. 'M&T Estate Checking Account/Free Checking Account#9861766104 6,311.19 ' TOTAL(Also enter on Line 5, Recapitulation) $ 6,311.19 , If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+ (08-13) � pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEpENT ESTATE OF FIIE NUMBER Vivian C Walker 2113-0518 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A, FUNERAL EXPENSES: i' Parthemore Funeral Home, New Cumberland, PA- Misc fees 376.02 - Rolling Green Cemetery-Headstone/Marker engraving 285.00 B, ADMINISTRATIVE COSTS; 1, Personal Representative Commissions: 315.65 Name(s)of Personal Representative(s) Thomas L Walker, ExeCUtor Street Address 923 Me�ridale Blvd City Mount Airy State MD ZIp 21771 Year(s)Commission Paid: 2014 2. Attorney Fees , 3. Family Exemption; (If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City __.____._State_...___ZIP_ Relationship of Claimant to Decedent 4. Probate Fees: " 341.88 `` 5. Accountant Fees: ' 6. Tax Retum Preparer Fees: 7. TOTAL(Also enter on Line 9, Recapitulation) $ 1,318.55 '' If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) � pennsylvania SCHEDULE I DEPARTMENTOFREVENUE DEBTS OF DECEDENT, INHERITANCETAXREfURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Vivian C Walker 2113-0518 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• Bethany Village Retirement Center,Mechanicsburg,PA-Balance for Skilled nursing care 1,263.78 Pennsylvania Department of Public Welfare-Medicaid payback CIS#900274497 3,728.86 TOTAL(Also enter on Line 10, Recapitulation) $ 4,992.64 If more space is needed,insert additional sheets of the same size. LAST WILL AND TESTAMLNT OF VIVIAN C. WALRER I, VIVIAN C. WALKER, of New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament, hereby revoking and making void any and all other wills by me at any time heretofore made. I. I direct that my Executor, hereir►after named shall pay all my just debts and funeral expenses as soon as conveniently may be done � � after my decease. � II. � � � All the rest, residue and remainder of my estate, whether � real, personal or mixed, and wheresoever situate, I hereby give . devise and bequeath unto my husband, William L. Walker, if he � survives me be a period of thirty days. If my husband does not survive me by a period of thirty days, then this gift to him shall be divested and I then give, devise and bequeath my entire estate as follows: One half (1/2) unto my son, James W. Walker One half (1/2) unto my son, Thomas L. Walker III. I hereby nominate, constitute and appoint my husband, William L. Walker, as Executor of this my Last Will and Testament. If the said William L. Walker should predecease me, fail to qualify or Page one of two pages cease to act as such then I nominate, constitute and appoint my son, Thomas L. Walker, as Executor. If he should also be unable to serve, then I nominate, constitute and appoint my son, James W. Walker, as Executor. Iv. No fiduciary serving under this Will shall be required to post bond in this jurisdiction, or in any jurisdiction in which he may act. IN WITNESS WHEREOF, I VIVIAN C. WALKER, the Testatrix have unto this, my Last Will and Testament, set my hand and seal this �� day of December, A.D. 1998. G!�,.�-�, c� . ��ze�-� �s�L� Vivian C. Walker SIGNED, SEALED, PUBLISHED AND DECLARED by Vivian C. Walker, the above named Testatrix as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names as witnesses at her request, in the presence of the said Testatrix and in the presence of each other. . �� \ ,. 1 � �- Gl/1/�t/t.i /� % , Page two f two pages 1�' � � . .. � � � 1�' n °� �l < 1, c, � �' c �� a ,�)� ; ��-�. � �; � `.�"�` �.., :d '", �:�� - � � �\.\ n i G �f{,