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Home My WebLink About07-15-14 e , 1505610105 REV-1500ex(02-11)(FI) PA Department of Revenue Pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes "`""T—' " ""°` County Code Year File Number PO BOX 28o6o1 INHERITANCE TAX RETURN l Harrisburg.PA 17128-0601 RESIDENT DECEDENT 1 I"7 ()02 c�. ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 09121/2013 08/0311926 Decedent's Last Name Suffix Decedent's First Name MI Folk Udine 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 CO 1.Original Return p 2. Supplemental Return O 3. Remainder Return(Date of Death Prior to 12.13-82) C=> 4. Limited Estate C= 4a,Future Interest Compromise(date of O 5. Federal Estate Tax Return Required death after 12-12-82) 6'p 6. Decedent Died Testate C .? 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) C= 9.Litigation Proceeds Received C=:) 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 TO: Name Daytime Telephone Number Andrew C. Shealy, Esquire 717-697-7050 REGISTER M WILLS USE 6NLY „-' ,Z 3D ` „O First Line of Address C=�r- r- 127 South Market Street ?`, Ul Second Line of Address CDC: ” P.O Box 95 City or Post Office State ZIP Code L DA LED CD 'Tn Mechanicsburg PA 17055 Correspondent's e-mail address:andrewc.sheeiy @verizon.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 or preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATURE OF PERSON R SIBLEAOR FILING RETURN '7— fl DATE g C ADDRESS \ i`•'� r R. Gregory Falk, Executor, 1& Beaver Street, Dillsburg, PA 17019 SIGN RE OF P EP R TH REPRESENTATIVE ATE AD R SS And ew C. Shealy, Esquire, 7 South Market Street, P.O. Box 95, Mechanicsburg, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 ` J 1505610205 REV-1500 EX(FI) Decedent's Social,Security Number Decedent's Name: Folk, Udine C. RECAPITULATION ---•-- --' 1. Real Estate(Schedule A). ................... .......... ,,:•.............. 1. 1$,947.08 2. Stocks and Bonds(Schedule 8) ................. .... . ... ......... ... .. 2. j 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C) ..... 1 ; 4. Mortgages and Notes Receivable(Schedule D)....... ..... .... ... . ..... .. 4. 1 5. Cash,Bank Deposits and Miscellaneous Personal property(Schedule E)....... 5. I 6. Jointly Owned Property(Schedule F) C= Separate Billing Requested ... .... 6. _�,,,••_- 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property {Schedule G} Ca 7. Separate Billing Requested........ _ - B. Total Gross Assets(total Lines 1 through 7)..... ........ . e• 19,947.08 6,657.70 t 9. Funeral Expenses and Administrative Costs(Schedule H)........... ... ..... 9. 91.20 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I). ..... 10. 11. Total Deductions(total Lines 9 and 10). .. ........ .. ..... 12. Net Value of Estate(Line 8 minus Line 11)......................-.... ... 12. 8 $13,198.1 13. Charitable and Governmental BequestsfSec 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. 1 $13,198.18 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 - - $13,198.18 15.? $0.00 (a)(1.2)X.00 ,-„-_.__...,.__...__......�_•-----'( 16. Amount of Line 14 taxable 16. at lineal rate X .0_ 17. Amount of Line 14 taxable a •I7 atsibling rate X.12 r.�...,..�_._..._. •.._._._,_ ..__._......,._.-•-•---•--"------^- 18. Amount of Line 14 taxable • , • 18. at collateral rate X.15 __.; _..,_.+.....--� 19. TAX DUE . .. .. .... ... ... . .. ... ..... ..... . .. 19. ,�.__._ _ $ 20. FILL IN THE OVAL IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT CJ Side 2 L 1505610205 1505610205 �� REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Udine C. Folk STREET ADDRESS 5225 Wilson Lane 21P Mechanicsburg PA 17055 Tax Payments and Credits: 1, Tax Due(Page 2,Line 19) (1) $0,00 2. Credits/Payments A.Prior Payments S.Discount Total Credits(A+B) (2) 3. Interest (3) 4, If tine 2 is greater than Line t +Line 3,enter the difference. This is the OVERPAYMENT. Fitt 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) $0.00 Make check payable to: REGISTER OF WILLS,AGENT. w p . 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 ......................................................................................... ❑ 0 b. retain the right to designate who shall use the property transferred or its income ................... ❑ 0 c. retain a reversionary interest ..............................................._...............................................................,........... ❑ 0 d. receive the promise for Ills of either payments,benefits or rare?...................................................................... ❑ 0 2. If death occurred after Dec. 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?.............. ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ..............._..............----......................_.................................................... ❑ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF TH�E� RETURN, ... �. .:'M. ^+�� `^�,"�w�tnx�. � :&i�k�Wr d£x.+n'`S._s�s ✓��«� �}� '`'�63'n��"r��t��w.'. tU�nn �Tf�Ct�t* 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 PS.§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 F2 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(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, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1503 EX+(711) Pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF _j Udine C. Folk FILE NUMBER 21-14-0282 All property jointty owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE I PNC Financial Services Group, Inc.Common Stock-132 shares at$73.69/share at date of death OF DEATH 2 Harsco Corporation Common stock-400 shares at$25.55/share at date of death $9,727.08 $10,220.00 TOTAL (Also enter on Line 2, Recapitulation) $ 19,947.08 If more space is needed,insert additional sheets of the same size REV-1511 EX+(10-09) pennsytvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN RESIDENT CEMENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Udine C. Folk 21-14-0282 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: I' Parthemore Funeral Home $5,$94.30 B. 'ADMINISTRATIVE COSTS: I. Personal Representative Commissions: $0.00 Name(s)of Personal Representative(s) R. Gregory Folk street Address 102 Beaver Street City Dillsburg state PA ZIP 17019 Years)Commission Paid: 2. Attorney Fees: $500.00 9• 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: $158.50 �- Accountant Fees: 6. Tax Return Preparer Fees: 7. Postage $4.90 TOTAL(Also enter on Line 9, Recapitulation) $ 6,657.70 If more space is needed,use additional sheets of paper of the same size. Apr 24 2014 01:45PM Parthemore F~al Home 7;77745546 page 1 PARTHEMORE Fuz �remafion Services, Inc. Mr.Robert H.Fo I4,,6.� 5225 Wilson Lane, jt 923/2013 Mechomeshurg,PA 1 For the Services of Udinc C.Folk . 1303 Bridge Street P.O.Box 431 New Cumberland,PA 17070 We sincerely appreciate the confidence you have placo in us and will continue to assist you in every way we cat. Please feel free w contact us if you have auy ons in regard to this sfatentent. The following PH.(717)774-7721 is a itemized stmement of the services;facilities,auto tive equipment and merchandise that you selected Flt:(717)774-SS46 when making the Atonal arrangements. www.parthemore,corn Teat—s Doe Dot Account g Net 30 10/23207 6690.3 _ Description Amount 0.40 Cremation with Mis arital Service j 4,530.00 Gilbert W.Parthemore The Lord is My Shepherd Stationery Set ! 135.00 Pounder IA Blue Copper Cloisonnc Um 371.00 Total Services and Merchandise 5,036.00 I Gilbert 1.Parthemore i SuPervisrrt 0.00 I - Death Notice,Harrisburg Patriot 373.30 Stephen K.Parthemore 30 Certified Copies of Death Certificate 180.40 President,CFSP Clergy Honorarium 250.04 Organist Honorarium 125.00 Bruce R.Palthemore Cumbetland County Coroner Foa Cremation Authorization. 30.00 Pre-Need Coordinator,CPC Total Cash Advances 958.30 I � E Professional Memberships: I I ® Directors Association AGolder, Rule Total $5,994.30 Payments/Credite .$5,994.30 !, i:�� Balance Due $0.00 RECEIPT FOR PAYMENT LISA M. GRAYSON, ESQ. Receipt Date : 3/26/2014 Cumberland County - Register Of Wills Receipt Time : 13 :41 : 57 One Courthouse Sguare Receipt No . : 1077413 Carlisle, PA 17613 FOLK UDINE C Estate File No. : 2014-00282 - -- Paid By Remarks : ANDREW C SHEELY ATTORNEY WZ -- --------- ------------- Receipt Distribution - --- --- -- ------------- -- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 60 . 00 CUMBERLAND COUNTY GENERAL FUN WILL 15 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 20 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETURN 15 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 4237 $153 . 50 Total Received. . . . . . . . . $153 . 50 RECEIPT FOR PAYMENT LISA M. GRAYSON, ESQ. Receipt Date : 3/26/2014 Cumberland County - Register Of Wills Receipt Time : 13 : 42 : 34 One Courthouse Square Receipt No. : 1077414 Carlisle, PA 17013 FOLK UDINE C Estate File No. : 2014-00282 Paid By Remarks : ANDREW C SHEELY ATTY AT LAW WZ ------------------------ Receipt Distribution ---- ----- --------------- Fee/Tax Description Payment Amount Payee Name RENUNCIATION 5 . 00 CUMBERLAND COUNTY GENERAL FUN ---------------- Check# 4102 $5 . 00 Total Received. . . . . . . . . $5 . 00 r REV-1512 EX+(12-08) i pennsylvania SCHEDULE I '�� DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE ESIDEN DE EDENTTURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Udine C. Folk 21-14-0282 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including)unreimbursed medical expenses. IrEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Computershare trading fees for the liquidation of the Harsco stock. $63.00 2. Computershare trading fees for the liquidation of the PNC stock $28.20 TOTAL(Also enter on Line 10, Recapitulation) $ 91.20 If more space Is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsytvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: Udine C. Folk FILE NUMBER: 21-14-0282 NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT SHARE Do Not List Trustee(s) OF ESTST ATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).) 1. Robert H. Folk,5225 Wilson Lane,Apt.2106, Mechanicsburg,PA 17055 Spouse 100% 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 TAXIS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. 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. LAST WILL AND TESTAMENT OF UDINE C. FOLK I, UDINE C. FOLK, of 236 Hillside Drive, New Cumberland, (Borough of New Cumberland), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I direct that all inheritance, estate, transfer, succession and death taxes, as well as my just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of my estate as the same can conveniently be done. SECOND: I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my husband, ROBERT H. FOLIC, provided he survives me by thirty (30) days. THIRD: Should ROBERT H. FOLK predecease me or die on or before the thirty-first (31st) day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (a) Twenty-five percent (25%) thereof unto my son, R. GREGORY FOLK, of Dillsburg, Pennsylvania, provided that should R. GREGORY FOLK predecease me, I give and bequeath his share unto his children, LISA E. FOLK, ROBERT G. FOLK, II, and CARRIE L. AL- LEN, share and share alike; and (b) Twenty-five percent (25%) thereof unto my son, P. DOUGLAS FOLK, of Phoenix, Arizona, provided that should P. DOUGLAS FOLK predecease me, I give and bequeath his share unto my surviving children as named herein, share and share alike; and (c ) Twenty-five percent (25%) thereof unto my daughter, CAROLYN U. MANLEY, of Wendell, Massachusetts, provided that should CAROLYN U. MANLEY predecease me, I give and bequeath her share unto her children, CARALEE U. MANLEY, KIMBERLY E. MANLEY and ASHLEY B. MANLEY, share and share alike; and (d) Twenty-five percent (25%) thereof unto my son, ROBERT H. FOLK, II, of Narberth, Pennsylvania, provided that should ROBERT H. FOLK, II, predecease me, I give and bequeath his share unto his child or children, as the case may be, share and share alike. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, ex- 2 changes or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This in- cludes the power to give legally sufficient instruments'for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restric- tions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or 3 improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent provided for by the plan or the law. FIFTH: I nominate and appoint ROBERT H. FOLK, Executor, of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of ROBERT H. FOLK, I nominate and appoint R. GREGORY FOLK, Executor, of this, my Last Will and Testament. In the event ROBERT H. FOLK and R. GREGORY FOLK are unable or unwilling to serve for any reason whatso- ever, I nominate and appoint ROBERT H. FOLK, II, as Executor, of this, my Last Will and Testament. I direct that my Executor and his successors shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this 16 day of October, 2002. ' 1.2 (SEAL) UDINE C. FOLK 4 Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Al Address Name 1��lf � � /p E _ W / P oh Address 17011 Name 5