HomeMy WebLinkAbout05-02-14 (3) 1 1505610140
�J REV-1500 EX (01-10)
PA Department of Revenue OFFICIAL USE ONLY
Bureau of Individual Taxes County Code Year File Number
PO Box 280601 INHERITANCE TAX RETURN
Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 1 4 3 b
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
0 2 1 2 2 0 1 0 0 6 1 3 1 9 3 5
Decedent's Last Name Suffix Decedent's First Name MI
W H I T M I R E K E N N E T H W
(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
❑X 1.Original Return 2.Supplemental Return ❑ 3. Remainder Return(date of death
prior to 12-13-82)
❑ 4. Limited Estate 4a. Future Interest Compromise(date of 5. Federal Estate Tax Return Required
death after 12-12-82)
Q 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received 10. Spousal Poverty Credit(date of death ❑ 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
S E T H T M 0 S E B E Y 7 1 7 2 4 3 3 3 4 1
REGISTER OF WILLS USISIONLY
c s rn
o 0
First line of address
M A R T S 0 N L A W O F F I C E S ry z
Second line of address
1 0 E A S T H I G H S T R E E T
City or Post Office State ZIP Code <zPA-TE FILED
C A R L I S L E P A 1 7 0 1 3 rn °i -
Correspondent's e-mail address: SMOSEBEY d,MARTSONLAW.COM
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,corn t and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
51 A P€RS
=F7 FILING RETURN DATE
A
1203 E POWD RHO UN ROAD MECHANICSBURG PA 17025
SIGNqURE OF PREPA_ER OTH�jt THAN REPRESENTATIVE
�� ,mod . D�/Z'V~7/'/ter±' 1
ADDRESS
10 EAST HIGH STREET CARLISLE PA 17013
PLEASE USE ORIGINAL FORM ONLY
Side 1
1505610140 1505610140 J
1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: KENNETH W. WHITMIRE
RECAPITULATION
1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. 4 3 7 0 0 , 0 0
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. 0 • 0 0
5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 0 • 0 0
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 0 • 0 0
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested . . . . . . . 7. 0 , 0 0
8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 4 3 7 0 0 , 0 0
9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 0 0 0
10. Debts of Decedent, Mortgage Liabilities,and Liens Schedule 10. 0 • 0 0
11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 0 . 0 0
12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 4 3 7 0 0 . 0 0
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. 4 3 7 0 0 0 0
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.00 4 3 7 0 0 . 0 0 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 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
1505610240 1505610240 J
REV-1500 EX Page 3 File Number
Decedent's Complete Address: 21 14 # `(30
DECEDENT'S NAME
KENNETH W. WHITMIRE
STREETADDRESS
6950 WERTZVILLE ROAD
CITY STATE ZIP
ENOLA PA 17025
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 0.00
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) 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; ...................................................................... ❑ ❑X
b. retain the right to designate who shall use the property transferred or its income; ...I........................... ❑ ❑X
c. retain a reversionary interest;or ................................................................................................ ❑
d. receive the promise for life of either payments,benefits or care? ....................................................... ❑
2. If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ❑ 0
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?.................................................................................................. ❑ X❑
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
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(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 decedent's siblings is 12 percent[72 P.S. §9116(a)(1.3)].A sibling is defined,unde
Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption.
REV-1502 EX-(01-10)
pennsylvania SCHEDULE A
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN REAL ESTATE
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER,:``1
KENNETH W. WHITMIRE 21 14 a 30
All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property
would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts.
Real property that 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.
ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE
NUMBER OF DEATH
DESCRIPTION
1. Real estate located at 935 Gobin Street,North Middleton Township, Carlisle,PA,known as Tax 43,700.00
Parcel#29-19-1639-068,being described in a Deed dated 4/19/2000,and recorded at Book 219,
Page 672,and being conveyed to Kenneth W. Whitmire.
See attached Tax Assessment and Deed.
TOTAL(Also enter on Line 1,Recapitulation.) $ 43 700.00
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
BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:,, II
KENNETH W. WHITMIRE 21 14 111;. q 5
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. Estate of Joann Whitmire Spousal 43,700.00
10 East High Street Residue
Carlisle,PA 17013
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 11-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.
LAST WILL AND TESTAMENT
1,KENNETH W.WHITMIRE,of the Township of Silver Spring,County of
Cumberland,and Commonwealth of Pennsylvania,being of sound and disposing mind,memory
and understanding,do make,publish and declare this as and for my Last Will and Testament.
hereby revoking and making void all former wills and codicils by me at anytime heretofore
made.
FIRST.'I order and direct that all my just debts and funeral expenses be paid by my
Executrix or Executors,as the case may be,hereinafter named,as soon as conveniently may be
done after my decease.
` SECOND. I give,devise and bequeath all the rest,residue and remainder of my Estate,
real,personal and mixed,whatsoever and wheresoever situated unto my wife,namely,JOANN
A.WHITMIRE,absolutely and in fee simple,if she survives me by as many as sixty(60)days.
THIRD. If my wife,JOANN A.WHITMIRE,does not survive me by as many as sixty
(60)days,then and in that event,I order and direct that my Estate be distributed and disposed of
as follows:
A. I give and devise my unimproved land in Marion County,Florida,known as Lots
1,2,3,4,5 and 6 in Block 23,Unit 2 as shown on Plat of Orange Blossom Hills recorded
in Flat Book°G,Page 23 of the Public Records of Marion County,Florida,unto my
daughter,namely,VICKIE YEAGER,in fee simple.
B. I give and devise my residential real estate known and numbered as 935 Gobin
Street,in Middlesex Township,Cumberland County,Pennsylvania,unto my son,
namely,RICHARD WHITMIRE,in fee simple. -
C. I give and devise my lot of land situated in Silver Spring Township,Cumberland
County,Pennsylvania,known and numbered as 6943 Wertzville Road,unto my son,
namely,STEVEN WHITMIRE,in fee simple.
D. -i give,devise and bequeath all the rest,residue and remainder of my Estate.real,
personal and mixed,whatsoever and wheresoever situated, in equal shares unto my
uw oEEIcc
SNEL6RFER& three(3)children,namely,VICKIE YEAGER,RICHARD WHITMIRE and STEVEN
BRENNEMAN,P.C.
WHITMIRE,share and share alike,absolutely and in fee simple.
E. If any beneficiary named hereinabove should predecease me,I order and direct that
the subject matter of the foregoing gift or gifts to such deceased beneficiary shall be
distributed unto his or her issue per stirpes by representation and not per capita,it being
my intention that such issue of the deceased beneficiary shall be substituted for his,her or
their deceased ancestor,as the case may be.
LASTLY. I nominate,constitute and appoint my wife,namely,JOANN A. WHITMIRE,
to be the Executrix of this,my Last Will and Testament,but if for any reason she should fail to
qualify as such Executrix or cease so to serve,then and in that event,I nominate,constitute and
appoint my daughter,namely,VICKIE YEAGER,to be the Executrix hereof. If both of the
above named persons should fail to qualify as such personal representative or cease so to serve,
then and in that event,I nominate,constitute and appoint my sons,namely,RICHARD
WHITMIRE and STEVEN WHITMIRE,to be the Executors of this,my Last Will and
Testament. I order and direct that none of the above named persons shall be required to post
bond or other security as a condition of qualification of appointment as my personal
representafve(s)hereof.
IN WITNESS WHEREOF,1,KENNETH W.WHITMIRE,have hereunto set my hand
and seal to this my Last Will and Testament,which consists of two(2)typewritten pages to each
of which I have affixed my signature this 7'h day of January,A.D.Two Thousand Ten(2010).
(SEAL)
KENNETH W. WHITMIRE
The preceding instrument,consisting of this and one(1)other typewritten pages,each
identified by the signature of the Testator,was on the date thereof signed,sealed,published and
declared b} KENNETH W.WHITMIRE,the Testator therein named,as and for his Last Will
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.
LAW C CEs
SNELBAKER& -
BRENNEMAN.P.C. -2
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND )
We,KENNETH W. WHITMIRE,RICHARD C. SNELBAKER and SANDRA K.
SHOWERS,the Testator and the witnesses,respectively,whose names are signed to the attached
or foregoing instrument, being first duly sworn,do hereby declare to the undersigned authority
that the Testator signed and executed the instrument as his Last Will and Testament and that he
had signed willingly,and that he executed it as his free and voluntary act for the purposes therein
expressed,and that each of the witnesses,in the presence and hearing of the Testator, signed the
Will as a witness and that to the best of his or her knowledge,the Testator was at that time
eighteen years of age or older,of sound mind and under no constraint or undue influence.
Testator
Witness
Witness
Subscribed,sworn to and acknowledged before me by KENNETH W.WHITMIRE,the
Testator,and subscribed and sworn to before me by RICHARD C. SNELBAKER and SANDRA
K. SHOWERS,the witnesses,this 7"day of January,2010.
Notary Public
COMMUNVVEALI N OF PENNSYLVANi,,
Notary Seal
Suan L MatraE,Noyry PWAc
Merirr�yup Born,QrRbedartl(�,
MY�yslon Figires Nw.Z4,2m t
Member,Fenn+plvaron A^sr 'nn gNgMne
V.W OFFICES
SNELBAKER B'
BRENNEM/N,P.C.
TaxDB Result Details Page 1 of 1
Detailed Results for Parcel 29-19-1639-068. in the 2010 Tax Assessment Database
DistrictNo 29
Parcel ID 29-19-1639-068.
MapSuffix
HouseNo 935
Direction
Street GOBIN STREET
Ownerl WHITMIRE,JOANNE
C/O
PropType RT
PropDesc
LivAren 672
CurLandVal 35000
Curlmp V al 8700
CurTotVal 43700
CurPref Val
Acreage .33
CIGrnStat
TaxEx 1
SaleAmt 1
SaleMo 04
SaIeDB 20
SaleCe 20
SaleYr 00
DeedBkPage 00219-00672
YearBlt 1967
HF File Date
HF_Approval_Status
Sch. A 1 ��em 1
http://taxdb.ccpa.net/detaits.asp?id=29-19-1639-068.&dbselect=l 5/10/2012
Q1�9`1 Senfe. s!
RECU7.0";". CF p.<63
GUNDERLADD COMITY-PA
'00 NO 20 6fl 8 37
IIp
TM nititn
MADE THIS 4 { day of April.Two thousand(8000)by and bet.eea.
XENNVM W.WNrMM and JOANN A.
WHITMIRE,his wife,of Silver Spring Township,
Ponasylveola.hota3naRu referred to as"Grantor",
AND
KRNNETH W.WTi1TMIR8,married man,
hereinafter referred to se'Grotee.
WtTNRSSETI.
That in consideration of the sum of One and 00/100 Dollar($1.00)paid by
Grantee to Granter,the receipt of which is hereby wnawlad{ad by the Grantor,
the Grantor does busby greet and convey to Oruro es: '
ALL that certain lot of ground situate in North Middleton Township,
Cumberland County,Pennsylvania,bounded and described ea follows:
BEGINNING at a point in the southern side of Gobin Street,which pointies
corer of fat No.58 on the hereinafter mentioned Plea of Lots;theacs southwardly
along Lot No.63,a distance of one hundred ninety-two and"tenths(108. feet to
a point in the northern line of Lot No.38;theca wcetwardly along Lot No.88,a
distance of aevonty-five(7$)feet to a point in line of I,ot No.6I,thence aor *irdty
along Lot No.61,a dielaoce of one hundred ninety-iz and two hoeths(199.8)feet to
a pint in the souther side of said Gobin S reek thence eastwordly along the
southern side of said Gobin Streek a distma of soventy-five(76)feet.to a pmt.the
PLACE OF BEGINNING.
BEING Tat No.64 on that certain Plan o(Additionel Lots of Greenvale as the
same appear in the Office of the Recorder of Doods in and for Cumberland County
in Plan Book 0,Page 40.
....+.� BEING the same premise which were conveyed unto Kenneth W.Whitmire
�r°i1M and Jonas A.Whitmire,his wife,the grantor hereto,by dead dated April 7, 1986
a eh." and recorded in the OtBas of the Recorder aforesaid in Deed Book N,Volume 81,
Pugs 1066.
nkf 672
i
i)NDER AND SUBJECT,nevertheless,to all easements,restrictions,
encumbrances and other matters of record or that a physical inspection or survey of
the premises would reveal.
AND the said Grantors hereby covenant and agree that they will warrant
specially the premises hereby conveyed.
IN WITNFSB WHEREOF,the said Grantors have hereunto set their hands
and seats the day and year above written.
WITNESSED BY,
(SEAL)
KENNETH
W.WHITMIRE
JOAYA WHITMIRE
VVV )
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
On this,the f qro day of AAvL ,2000,before me,a Notary Public in
and for the Commonwealth and County aforesaid,the undersigned officer,
personally appeared KENNETH W.WHITMIRE and JOANN A WHPfMIItE,his
wife,known to me(or satisfactorily proven)to be the parsons when names m
subscribed to the within instrument,and acknowledged that they executed the
same for the purposes therein contained
IN WITNESS WHEREOF,I hereanto set my hand and official sad.
Y,
'•�
No"Pubdc,
f
w
CERTIFICATE OF RESIDENCE�7brirrer
• �elenL�i�.ANIp
��.J rtify that the precise address of the Grantee
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Dated: y/19 ,2000 AtilorrTeyor Agana for Grantee
2
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1 7RANfHR DATA
K.nn.th W. 4 Josue A. Whitmire Kenneth M. Whitmire
0 Wercavills swd 6950 Wsrtsville seed
OF Mechanicsburg vr 170n, Mechanicsburg PA 17055
C PROPERTY LOCATION
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D VALUATION DATA
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