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Home My WebLink About07-07-14 (3) 13SH09537 1505611182 REV-1500 Ex IDZ-„)(F., PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes DEPARTMENT OF REVENUE County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg,PA 17128-0601 RESIDENT DECEDENT 21 13 01232 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11/12/2013 05/02/1929 Decedent's Last Name Suffix Decedent's First Name MI SHOPE JEAN M (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 MARK THE APPROPRIATE BOXES BELOW ❑X 1. Original Return ❑ 2. Supplemental Return ❑ 1 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) ❑X 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 1 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 Schedule O) CORRESPONDENT—THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY ANN SPANGLER 717-713-5687 REGISTER OF WILLS USFONLY C�3 S a First Line of Address C _03r. l•” :S - 7 57 W MAIN STREET � Second Line of Address -S_7 � 1- T'T1 City or Post Office State ZIP Code cwrE—FILED ti O NEWVILLE PA 17241 Correspondent's e-mail address! Under penalties of perjury,)declare that I have examined this return,including accompanying schedules and statements,and to the best army knowledge and belief, It is true,correct and complete.Dedaration of preparer other than the personal representative is based on all mformat on of which preparer has any knowledge. SIGNATURE QF PERSON RESP9l FOR FILIN RETURN EI TE RES M IN THE T NEWVILLE PA 17241 �r SIGN AT_!?� WR DATE 07/03/14 ADDRESS 390 ALEXAN ER SPRING RD CARLISLE PA 17015 PLEASE USE ORIGINAL FORM ONLY . Side 1 �, 1505611182 1505611182 ` 13SH09537 1505611282 REV-1500 EX(Fl) Decedent's Social Security Number Decedent's Name: JEAN M SHOPE RECAPITULATION 1. Real Estate(Schedule A) _._. _,..._. ...... .............. 1. 1271500 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. 151842 6. Jointly Owned Property(Schedule F) 11 Separate Billing Requested ..,.., 6. 863 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) 11 Separate Billing Requested ...... 7. 41744 8. Total Gross Assets(total Lines 1 through 7) 8. 1481949 9. Funeral Expenses and Administrative Costs(Schedule H) 9. 121152 ........................ 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1) 10. .................. 11. Total Deductions(total Lines 9 and 10) 11. 12 ,152 12. Net Value of Estate(Line 8 minus Line 11) 12. 136 ,797 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. 1361797 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 0 15. 16. Amount of Line 14 taxable at lineal rate X.0 45 1361794 16. 61156 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. 61156 20. MARK THE APPROPRIATE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611282 1505611282 13SH09537 REV-1502 EX-(12-12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEAN M SHOPE 01232 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 ar sell,both having reasonable knowledge of the relevant facts. Real property that Is Jointly-awned with right of survivorship must be disclosed on Schedule F. ITEM Attach a copy of the settlement sheet if the property has been sold. VALUE AT DATE NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. OF DEATH DESCRIPTION 1 HS/LAND 300 OAKVILLE ROAD, 127 , 500 SHIPPENSBURG, PA 17257 - FMV COMPARISON TOTAL Also enter on Line 1,Recapitulation.) $ 127 , 500 If more space is needed,use additional sheets of paper of the same size. 13SH09537 REV+1508 EX.(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS 8r MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEAN M SHOPE 01232 Include the proceeds of litigation and the date the proceeds were received by the estate. All propertyjointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 CITIZENS CHECKING ACCOUNT 281 3 CITIZENS SAVINGS ACCOUNT 3 , 850 4 MEMBERS FIRST SAVINGS 207 7 MIDLAND LIFE ANNUITY-TO ESTATE 9, 274 8 HERITAGE INVESTMENT SAVINGS 2 , 230 TOTAL(Also enter on Line 5, Recapitulation) $ 15 , 842 If more space is needed,use additional sheets of paper of the same size. 13SH0953] REV-1509 EX.�01d0) pennsylvania DEPARTMENT OF REVENUE SCHEDULE F INHERITANCE TAX RETURN RESIDENT DECEDENT JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: JEAN M SHOPE 01232 If an asset became jointly owned within one year of the decedent's date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. B. C. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT %OF DATE OF DEATH ITEM FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER, DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT ATTACH DEED FOR JOINTLY HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENTS INTEREST 6 03/01/93 PATRIOT SAVING ACCOUNT - HELD 1, 726 50.00 863 JOINTLY W/JAMES L SHOPE TOTAL(Also enter on Line 6, Recapitulation) $ 863 if more space is needed,use additional sheets of paper of the same size. 13SH09537 REV-9510 EX-(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JEAN M SHOPE 01232 This schedule must be completed and fled if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHE NAME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH /OFDECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST IF APPLICABLE VALUE 5 IRA-ORRSTOWN-TO BENEFICIARIES 2, 368 2, 368 9 SECURITY BENEFIT-TO BENEFICIARES 2, 376 2, 376 TOTAL(Also enter on Line 7, Recapitulation) $ 4, 744 If more space is needed,use additional sheets of paper of the same size. 13SH09537 .-REV-1511 EX,(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER JEAN M SHOPE 01232 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1 FUNERAL BILL 7 , 394 2 CASKET SPRAY 212 3 REGISTER OF WILLS 366 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Street Address City State ZIP Year(s)Commission Paid: 2. Attorney Fees: 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) 3 , 500 Claimant JAMES L SHOPE Street Address 300 OAKVILLE ROAD city SHIPPENSBURG State PA ZIP 17257 Relationship of Claimant to Decedent SON 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 1 UTILITIES — PHONE, OIL, ELECTRIC 522 2 POSTAGE 33 3 TRAVEL MILEAGE REIMB 125 TOTAL(Also enter on Line 9, Recapitulation) $ 12 , 152 If more space is needed,use additional sheets of paper of the same size. 13SH09537 REV-1513 EX�(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JEAN M SHOPE 01232 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustea(s) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9118(a)(1.2).) 1 JERRY ANN SPANGLER DAUGHTER 19, 542 57 W MAIN STREET NEWVILLE PA 17241 2 J LARRY SHOPE SON 19, 542 1139 S MEADOW LANE PALMYRA PA 17078 3 JOHN L SHOPE SON 19 , 542 1129 S MEADOW LANE PALMYRA PA 17078 SEE STATEMENT 1 78, 168 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. if 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 II—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. 13SHOSS37 REV-346 (03 3460011189 ESTATE INFORMATION SHEET Pennsylvania FOR REGISTER'S OFFICE USE ONLY DEPARTMENT OF REVENUE County Code Year File Number DECEDENT INFORMATION: Enter data as it will appear on all 21 13 01232 documents submitted to the Department. Decedent's Social Security Number Date of Death Date of Birth 11/12/13 05/02/29 Last Name Suffix First Name MI SHOPE JEAN M TYPE FILING:Mark the appropriate space with an"X"to indicate the nature of the return to be flied with the department. XProbate Return 11 Joint Assets Only ❑ Non-probate Assets Only a Litigation Purposes(no other assets) LETTERS GRANTED: Mark the appropriate space with an"X"to indicate the nature of the proceedings at the Register of Wills Office. (Attach additional sheets if explanation is necessary.) 0 Testamentary ❑ Administration 11 No Letters Other(Please Explain.) ATTORNEY]CORRESPONDENT INFORMATION: Enter all information for the attorney or individual to receive tax information and correspondence. Last Name Suffix First Name MI SPANGLER JERRY ANN Supreme Court I.D.# Telephone Number Attorney/Correspondent's e-mail address: 717-713-5687 First Line of Address 57 W MAIN STREET Second Line of Address City or Post Office State ZIP Code NEWVILLE PA 17241 PERSONAL REPRESENTATIVE INFORMATION: Enter all information for the personal representative(s)of the estate authorized by the Register of Wills. Executor/Administrator Social Security Number Telephone Number 205-44-0545 717-713-5687 Last Name Suffix First Name MI SPANGLER JERRY ANN First Line of Address 57 W MAIN STREET OFFICIAL USE ONLY Second L(ne at Address TRANSACTION COUNT City or Post Office State ZIP Code NEWVILLE PA 17241 Complete general estate information questions and indicate additional personal representatives on reverse side. PLEASE USE ORIGINAL FORM ONLY Side 9 3460011189 3460011189 t3Stida537 3460011289 REV-346 EX(03.09) Decedent's Social Security Number Decedent's Name: JEAN M S H 0 P E Co-Executor/Administrator Social Security Number Telephone Number Last Name Suffix First Name MI First Une of Address Second Line of Address city or Post Office State ZIP Code Co-ExeoutortAdmintstrator Social Secunty Number Telephone Number Last Name Suffix First Name MI First Line of Address Second Line of Address City or Post Office State ZIP Code General Instructions: This form should be filed with the Register of Wills of the county of which the decedent was a resident at death. Please be aware the correspondent identified will receive all correspondence from the department.It is the responsibility of the personal representative to notity the department If the correspondent contact information changes. The department is authorized by law,42 U.S.C.§405(c)(2)(C)(i),to require disclosure of Social Security numbers In connection with administering state tax laws.The department uses the Social Security number to identify the decedent and personal repre- sentatives of the estate.The commonwealth may also use the information in exchangeof•tax-information agreements with fed- eral and local taxing authorities.State law prohibits commonwealth personnel from disclosing confidential tax information except for official purposes. Side 2 3460011289 3460011289 13SH09537 1'98-22-9537 Pennsylvania Statements FYE: 11/12/2013 Statement 1 - Form REV-1513, Part I - Taxable Distributions Name and Number Address Relationship Amount 4 JAMES L SHOPE SON $ 19 , 542 300 OAKVILLE ROAD SHIPPENSBURG PA 17257 5 JEFFERY L SHOPE SON 19, 542 2536 RITNER HWY - LOT #114 CARLISLE PA 17013 6 STEVEN J SHOPE SON 19, 542 180 FAITH CIRCLE CARLISLE PA 17013 7 BONNIE J O 'LEARY DAUGHTER 19, 542 38 CARLISLE ROAD NEWVILLE PA 17241 1 LAST WILL AND TESTAMENT I, Jean M. Shope, presently residing at 300 Oakville Road, Shippensburg, North Newton Township, Cumberland County, Pennsylvania 17257, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. My son, James L. Shope, shall have the right to reside at my home located at 300 Oakville Road, Shippensburg, Pennsylvania 17257, for a period of two (2) years subsequent to my death,rent free. In addition, my estate shall pay the real estate taxes for that time period. THIRD. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wberesoever situate,to my children, in equal shares. However, if a child does not survive me and leaves children who so survive me, such children shall receive, per stirpes (by representation),the share my child would have received had he or she so survived me. FOURTH. All federal, estate and other death taxes that may be assessed as a consequence of my death, whether or not the assets pass under this Will, shall be paid from the residuary estate of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary or joint owner. FIFTH. I appoint my daughter, Jerry Ann Spangler, as Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint Orrstown Bank, with offices located at 77 East King Street, Shippensburg, Pennsylvania 17257, to be the Executor of this my Last Will and Testament. SIXTH. I direct that neither my Executor nor any successor shall be required to give bond for the faithful performance of their duties in any jurisdiction. SEVENTH. To the greatest extent permitted by law, before actual payment to a beneficiary or to his or her account, no interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary. IN WITNESS WHEREOF, 1, Jean M. Shope, have hereunto set my hand and seal to this my Last Will and Testament,written on one (1)page,this 4`b day of January, 2006. (SEAL) WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSOURG, PA 17257-1397 This instrument was by the Testatrix, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, Jean M. Shope, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by Jean M. Shope, the Testatrix, this y�"`N day of 2006. :.:.:....::.. NOTARIAL SEAL PATRICK L TOME "�t Nofa P,�. b r . �BURG80ROUGFi,q�gEq�grypeWMY My Commissbn Expkes Jun 7,2008 - G> I �ti-Y Fa.3 s srrr-r�ru.v WEIGLE & ASSOCIATES, PC. — ATTORNEYS AT LAW — 126 EAST KING STREET — SHIPPE NSBURG, PA 17257-1 3 97 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND / We, :22 // /t- and L iNz),4 k- )c L c- ru the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Jean M. Shope, the Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the.purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. Sworn or a ed to and subscribed before me by and Ll"Pr+ 1�- �� .✓ _ witnesses,this yvh day of a- 2006. ----------- I r - � I NOTARIAL SEAL f C J� r # PATRICLA L TOME Notary PubBc v ! "ai'IWPENS�IRGBORDUGH,GJhgERWJDGDUMY ..,- f '� �..,r r� ` MY Commission Ex Ir&s Jun 7,2008 5� ay�r WEIGLE & ASSOCIATES. R.C. — ATTORNEYS AT LAW — 126 EAST KING STREET — SMIPPENSEURG. PA 17P.57-1397 W °o °OO °o Ga Pr � ^ c d u U t°v p R. d, � `4 c m � W ai W aG Q N P N N h4 U E•' SooS � ypy P P P O (y {y fr a ��s� Qw o QW i+i a o CWT cl ti .+ O N H W66(5 w � q rMn cp� U �5 _ V] ao o qW� d' v,ryo r W Q y En aoowo rho U 4 .. r% U °rnee � �y q N F yJN � WQ' o as FY W o W w W ~ W 0 FQ�� oay psW A z z d �' o o q � pU yWi � h d a O o L4 < vnn Gj "y o 00 c4 � � � � 3 � U W Rti O a w tit o O . � LYirmrr U � .� [U � dyv c4 � yyW qy rn > ¢ Zvi Wcn a. ° t,5 N � a Uo