HomeMy WebLinkAbout05-16-14 (2) -J REV-1500 EX(01-10) 1505610143
OFFICIAL USE ONLY
PA Department of Revenue Pennsylvania County Cede Year File Number
Bureau of Individual Taxes oaa.a,M ENT O.REVENUE
PO BOX.280601 INHERITANCE TAX RETURN 21 14 0263
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
03 12 2014 03 17 1924
Decedent's Last Name Suffix Decedent's First Name MI
WELDON SR . GORDON J
(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 Return ❑ 2. Supplemental Return ❑ 3.Remainder Return(date of death
prior to 12-13-82)
❑ 4. Limited Estate ❑ 4a, Future Interest Compromise ❑ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
® B Decedent Died Testate ❑ T Decadent Maintained a Living Trust O Deposit Boxes D
fe e
B. Total Number of Sa
(Attach Copy a W II) (Attach Copy of Trust) P
❑ 9. Litigation Proceeds Received ❑ 10,Spousal Poverty Credit(date of death t t.Election to tax under Sec.9113(A)
Oetween 12-81-91 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
WILLIAM R BUNT ESQ 717 582 8195
N
REGIST9RR OF WILLS U E 01
C> n
First line of address CO � u�
109 S CARLISLE STREET ;r- F_ rn
U z
Second line of address
PO BOX 336 CD m 3 :55- 1
City Post Office
PA*-FILED �'' r
ty' State ZIP Code
NEW BLOOMFIELD PA 17068
Correspondent's e-mail address: wrb @pa.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 FOR FILING RETURN DATE
�.. Polly A. Kitner �Lf
ADDRESS
7337 Spring Road, Shermans Dale, PA 17090
SIGNATURE OF P EPAI3fR OTHER THAN REPRESENTATIVE DATE
ADDRESS C� 42 — William R Bunt Esq
109 S. Carlisle Street, New Bloomfield, PA 17068
Side 1
L 1505610143 1505610143 J
J 1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name WELDON, GORDON J SR.
RECAPITULATION
1. Real Estate(Schedule A).......................................................................................... 1.
2. Stocks and Bonds(Schedule B)............................................................................... 2. 302 , 989 . 59
3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C).......... 3.
4. Mortgages&Notes Receivable(Schedule D).......................................................... 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)................ 5. 2 , 821 . 82
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............. 6. 4 , 448 . 35
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) ❑ Separate Billing Requested............. 7.
8. Total Gross Assets(total Lines 1-7)....................................................................... 8. 310 , 259 . 76
9. Funeral Expenses&Administrative Costs(Schedule H)......................................... 9. 29 , 661 . 26
10. Debts of Decedent,Mortgage Liabilities,&Liens(Schedule 1)................................ 10.
11. Total Deductions(total Lines 9&10)...................................................................... 11. 29 , 661 . 26
12. Net Value of Estate(Line 8 minus Line 11)............................................................. 12. 2 80 , 598 . 50
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. 280 , 598 . 50
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.
16. Amount of Line 14 taxable
at lineal rate X .045 280 , 598 . 50 16. 12 , 626 . 93
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. 12 , 626 . 93
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
L 1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21 - 14 - 0263
Decedent's Complete Address:
DECEDENT'S
Weldon, Gordon J Sr.
STREET ADDRESS
2100 Bent Creek Blvd.
CITY
STATE ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 12,626.83
2. Credits/Payments
A. Prior Payments
B. Discount 631.35
Total Credits(A +B) (2) 631.35
3. Interest
(3) 0.00
4. If Line 2 is greater than Line 1+Line 3,enter the difference. This is the OVERPAYMENT. (4)
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) 11,995.58
Make Check Payable to: REGISTER OF WILLS, AGENT.
::
. � °.`�,14i,.G.ays,.-Ls!d4,.,_,.� !•.,!�k:$5ui.,� .... ,_. ,.:2. �s.� �._:_,,.�
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;..._------...._.................. ❑
c, retain a reversionary interest;or............_.........-........................_....._........................................................ ❑ x j
d, receive the promise for life of either payments,benefits or care?.............................................................. ❑ x
2. If death occurred after December 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?......... ❑ D
4. Did decedent own an Individual Retirement Account,annuity,or other non-probate property which
contains a beneficiary designation?..................................................................................................................... ❑ o
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
' •liva�a. t?„ �.su,r;. ;;l:.,t y.. :, :10k=. :,t ” :,'Iw:diuv�,�.�i3!Ls._;u�;}1
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 Q2 P.S.§9116
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 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)i.
•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 bloo�or adoption.
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Weldon, Gordon J Sr. FILE NUMBER
21 - 14 -0263
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
1 Charles Schwab account no. 93013592 302,989.59
See attached valuation
TOTAL(Also enter on line 2, Recapitulation) 302,989.59
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TA RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF Weldon, Gordon J Sr. FILE NUMBER
21 - 14 -0263
Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1 The Bridges at Bent Creek-refund
2,812.82
2 Commonwelath of PA-refund 9.00
TOTAL(Also enter on Line 5, Recapitulation) 2821.82 82
,
i I
SCHEDULE F
COMN°ERTANCE°AXRETURN""'" JOINTLY-OWNED PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Weldon, Gordon J Sr. 21 - 14-0263
If an asset was made joint within one year of the decedent's date of death,it must be reported on schedule G.
SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT
Polly A. Kitner 7337 Spring Road daughter
A Shermans Dale, PA 17090,
JOINTLY OWNED PROPERTY: pE F TY
ITEM LETTER DATE TInclude name of finaC�nrue�lin�t2u ion anOd bank account Tom DATE OF DEATH °f°OF DATE of DEATH
NUMBER FOR JOINT MADE or similar identifying number.Attach deed for jointly-held real VALUE OF ASSET DECD'S VALUE OF
TENANT JOINT estate. INTEREST DECEDENT'S INTEREST
1 A 07/18/2002 Bank of Landisburg checking account no. asss.fs 50% 4,446.58
3704718
2 A 02/06/2012 Bank of Landisburg savings account no. 3.54 50% 117
366954040 '
I
I I
- --------- ----------- �.
TOTAL(Also enter on line 6,Recapitulation) 4,448.35
�I t�I SSC�HE�D�/UpL�E HH�p p
COWONW TH OF PENNSYLVANW ' PUS ALE rGr� ES&
INHERITANCE RETURN
RESIDENT DEC EDENT AMINEMME COM ESTATE OF Weldon, Gordon J Sr. FILE NUMBER
21 - 14 -0263
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT
A. 1 Dellville United Methodist Church-funeral meal 300.00
2 Boyer Funeral Home-funeral 8,859.00
3 Patriot News-obituary 296.98
4 Pastor Kurt Hertzberg-officiating at funeral 75.00
5 Chaplian Casey Hurst-officiating at funeral 75.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Polly A. Kitner 10,000.00
Street Address 7337 Spring Road
city Shermans Dale State PA zip 17090
Year(s)Commission paid 2014
2. Attorney's Fees William R. Bunt 9,000.00
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 William R. Bunt-probate fees 393.50
The Sentinnel-legal advertisement 211.78
Cumberland Law Journal-legal advertisement 75.00
5. Accountant's Fees
6. Tax Return Preparer's Fees Robert W. Morris, 11-reserved 300.00
7. Other Administrative Costs
1 Miriam Graham-organist 25.00
TOTAL(Also enter on line 9, Recapitulation) 29,661.26
C Schedule H
COMMONWEALTH OF PENNSYLVANIA Funwal &
INHERITANCE TAX RETURN A fths,.w,:. C AL�continued
RESIDENT DECEDENT ��C�Y1IC�
ESTATE OF Weldon, Gordon J Sr. FILE NUMBER
21 - 14- 0263
2 Mary Ellen Hocker-pianist 25.00
3 Josh George-amplification attendant 25.00
Page 2 of Schedule H
REV-1613 E%r 111-081
SCHEDULE )
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Weldon, Gordon J Sr. FILE NUMBER
21 - 14 -0263
NUMBER NAME AND ADDRESS OF PERSONS RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
RECEIVING PROPERTY ( ) DECEDENT (Words) ($$$)
Do Not Ust Trustee(s)
I, TAXABLE DISTRIBUTIONS outright spousal
distributions,and transfers -
under Sec.9116(a)(1.2))
1 Lois A. Aughenbaugh Daughter One-Fourth of
125 Old Mill Road Estate
Shermans Dale, PA 17090
2 Polly A. Kitner Daughter One-Fourth of estate
7337 Spring Road
Shermans Dale, PA 17090
3 Joan E. Shade Daughter One-Fourth of
161 S. Main Street Estate
Pleasant Gap, PA 16823
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
II. NON-TAXABLE DISTRIBUTIONS:
A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0,00
REV-1613 EX.(8 48)
SCHEDULE )
COMMONWEALTH OF PENNSYLVANIA
TAX RE
INHERITANCE TAX RETURN BENEFICIARIES continued
RESIDENT DECEDENT
ESTATE OF
Weldon, Gordon J Sr. FILE NUMBER
21 - 14 -0263
NAME AND ADDRESS OF PERSONS RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER (Words)
RECEIVING PROPERTY O Do Not uatDTmst Trusts ) ($$$)
I, TAXABLE DISTRIBUTIONS[include outright spousal
distributions,and transfers
under Sec.9116(a)(1.2)]
4 Gordon J. Weldon, Jr. Son One-Fourth of
102 Leather Camp Road Estate
Howard, PA 16841
Page 2 of Schedule J
LAST WILL AND TESTAMENT
OF
GORDON J. WELDON, SR
I, GORDON J. WELDON, SR. , of Carroll Township, Perry
I
County, Pennsylvania, being of sound mind, memory and
understanding, do hereby declare this to be my Last Will and
Testament, revoking all former wills or writings in the nature ;
i
thereof and any codicils thereto made. I
FIRST: I direct my hereinafter named Executrix or i
alternate Executrix, as the case may be, to pay all of my just
debts, funeral expenses, costs of administration and inheritance
taxes out of the corpus of my estate as soon after my decease as
is practicable to do so.
SECOND: I give, bequeath and devise all of my estate,
real, personal and mixed and wheresoever situate, unto my wife, !
Grace O. Weldon.
THIRD: In the event that my wife, Grace 0. Weldon,
I
predeceases my decease, then and in that event, I give, bequeath
i
and devise all of my estate, real, personal and mixed and
wheresoever situate, unto my four (4) children, Lois A.
3 Aughenbaugh, Polly A. Kitner, Joan E. Shade and Gordon J. Weldon,
Jr. , in equal shares, share and share alike.
My aforesaid children may divide any of said
WILLIAM B. BUNT
A,....7 AT LAW Page 1 of 3 pages
109 B. CwwuSLE BT.
NEW BLOOMFIELD. PA.
17068
TEL 17171 582-6195
Fnx. 17171 582-7521
I
t s
s
property between themselves as they may mutually agree. In the
event of disagreement, or any property which they do not desire
to divide, the same shall be converted into cash money and the
net proceed derived therefrom shall be divided equally among my
said four (4) children.
In the event that any of my children
predecease my decease leaving a child or children to survive the
i
same, then and in that event, I give, bequeath and devise the
share of said deceased child to the child or children of said
deceased child, in equal shares, share and share alike.
In the event that any of my children
predecease my decease not leaving a child or children to survive
the same, then and in that event, I give, bequeath and devise the
share of said deceased child unto my remaining children surviving
my decease, in equal shares, share and share alike.
FOURTH: Any person who shall have died within thirty
(30) days of my death, or under such circumstances that the order
of our deaths cannot be established by proof, shall be deemed to
have predeceased me.
FIFTH: I name, constitute and appoint my wife, Grace i
O. Weldon, as the Executrix of this my Last Will and Testament.
In the event of the renunciation, death,
I
I
resignation or inability of my wife, Grace O. Weldon, to act for
any reason whatsoever, as the Executrix of my estate, then and in
WILLIAM R. BUNT
ATTORNEY AT LAW Page 2 of 3 pages
109 S. CARLISLE sT.
NEW BIOO MF1El0. PA.
17068
TEL, 17171 582-8185
FA. 17171 582.7521
I
that event, I name, constitute and appoint Polly A. Kitner, as
the alternate Executrix of this my Last Will and Testament.
My Executrix or alternate Executrix, as the
case may be, is hereby excused from the posting of any bond or
security, notwithstanding any provisions of the law to the
contrary.
i
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this my Last Will and Testament this 20th day of August,
1991. I
/� z�L2_ �d✓.G./, n (SEAL)
Signed, sealed, published and declared by the above I
named Testator, as and for his Last Will and Testament, in our
presence, who, in his presence, at his request and in the
presence of each other, have hereunto set our names as attesting
I
witnesses.
I
I
I
WILLIAM P. BUNT
ATTORNEY AT LAW I Page 3 of 3 pages
109 S. CARUELC 8T,
NEW BLOOMFIELD. PA.
17088
TEL, 17171 582-8195
F.T 17171 582-7521
I
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The 13ankor Landisbueg ESTABLISHED 1903
P.O. BOX 179 • LANDISBURG, PA 17040
April 10, 2014
William R Bunt
Attorney At Law
109 South Carlisle Street
PO Box 336
New Bloomfield, PA 17068
RE: Estate of: Gordon J Weldon Sr
Date of Death: March 12, 2014
SS#:
Dear Sir:
The information you requested is as follows. The Accrued Interest is only calculated till March 12,
2014. Please note,both accounts were jointly owned with his daughter, Polly A Kitner.
Date Account Account Type of Balance Prior Interest Accrued
Opened Number Account to Interest Bearing/Rate Interest
07/18/2002 3704718 Checking $8,893.16 N/A N/A
02/06/2012 366954040 St Savings $0.36 Yes $3.18
If I can be of further assistance,please advise.
Very truly yours,
Connie L Welcomer
cc: Decedent's folder
LANDISBURG - 717-789-3213 BLAIN - 536-3118 SHERMANS DALE - 582-8511