HomeMy WebLinkAbout08-21-14 1505610105
REV-1500 Ex(02-i1)(FT)
PA Department of Revenue Pennsylvania OFFICIAL USE ONLY
Bureau of Individual Taxes " County Code Year File Number
PO BOX 280601 INHERITANCE FAX RETURN `
Harrisburg PA 19128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
04/13/2012 04/22/1926
Decedent's Last Name Suffix Decedent's First Name _ MI
Wise Opal L
(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
(W 1. Original Return Ci 2.Supplemental Return O 3. Remainder Return(Date of Death
Prior to 12-13-82)
O 4. Limited Estate C1 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
t40 6. Decedent Died Testate CS 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 C1 10, Spousal Poverty Credit(Date of Death C1 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
REGISTEt� "ILLS USEONLY
_ °1'1
DD
C=
First First Line of Address 5u, t-
tV i=
127 South Market Street
Second Line of Address
O ZK _n
=j
P.O.
P.O. Bax 95 �
City or Post Office State ZIP Code_ _
'DATE FILED
Mechanicsburg PA 17055
Correspondent's emroul address:andrewc.Sheely@verizon.net
Under penalties of penury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is trt ,correct and complete.Declaration of preparer other than the personal representative is based on al{information of which preparer has any knowledge.
SiG A URE PER N PONSIBLE FOR FILIN RETURN DATE
j fit "" �} a � z.orLV
ADDRESS
Richard E. Wise, Jr., 607 Wrlliarns Grove Road, Mechanicsburg, PA 17055
SIGNA EOFPREPAejc? RESENTATIVE MATE
ADDRESS if (xeC,
Andrew C. Sheely, Esquire, 127 h Market Street, P.O. Box 95, Mechanicsburg, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
t 1505610105 1505610105
,J 15056102D5
REV-1500 EX(FI)
Decedent's Social Security Number
Decedents Name: Wise, Opal L.
RECAPITULATION
1. Real Estate(Schedule A). . . . .. ... .. . ... . . . .. . . .. . . . . .. . ... . .. . . .. . . .. 1. i '
2. Stocks and Bonds(Schedule B) .. . .. . . . . . . . .. ... . ... . . . . . . . .. . .. . ... .. 2. $3,233.25
r..,_..- -�_..�._._..-, _.._.. ...:.. ........._. 25,y
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. Jointly Owned Property(Schedule F) O Separate Billing Requested 6 __..m
P 9 uested q
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. ; $3,233.25
9. Funeral Expenses and Administrative Costs(Schedule H).. . ...
s. 13,079.70
10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1). .. . .. . .. ... . 10.
11. Total Deductions(total Lines 9 and 10). . . . .. . . . . . . . . .. . .. . .. . .. . .. . .. . . 11. „', 13,079.701
12, Net Value of Estate(Line 8 minus Line 11) 0.00 f
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
. . ... . .. . ..
an election to tax has not been made(Schedule J) . . .. . .. . ... . . . .. . . .. . .. . 13, j
14. Net Value Subject to Tax(Line 12 minus Line 13) .. . .. . 14. 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_ 0.00_ .. .. 15 ..... .. _ $0.. .00 1
16. Amount of Line 14 taxable
at lineal rate X .0_ 6.-{ _�,_.• -��'� �'"-- ""'
6
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. $0.00
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
O
Side 2
1505610205 1505610205 J
REV-1 500 EX(A) Page 3 Fite Number f `--}, 00(o Decedent's Complete Address: I Of
DECEDENT'S NAME —i
Opal L. Wise
STREETADDRESS
607 Williams Grove Road
CITY —�-
Mechanicsburg PA 17055
Tax Payments and Credits:
t. Tax Due(Page 2,Line 19) (t) 0.00
2. Credits/Payments
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) 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.......................................................................................... ❑ 0
b. retain the right to designate who shall use the property transferred or Its Income ............................................ ❑ 0
c. retain a reversionary interest .........................................................................................................-..................
. ❑
d, receive the promise for life of either payments,benefits or pre?...................................................................... ❑
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 awn an individual retirement account,annuity or other non-probate property,which
contains a 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,
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 172 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 Cr 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(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(x)(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-iSo3 EX�(7-1i)
to pennsylvania
DEPARTMENT OF REVENUE SCHEDULE B
INHERITANCE TAX RETURN STOCKS & BONDS
RESIDENI DECEDENT ESTATE OF
Opal L. Wise FILE NUMBER
21-12-0567
All property jointly Owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
I Meti-ife common stock-90 shares OF DEATH
@$35.925/share at date of death
$3,233.25
TOTAL (Also enter on Line 2, Recapitulation) $ $3,233.25
If more space is needed,insert additional sheets of the same size
MetLife Inc.,EEMET Historical Quote-(NYSE)MET,Met(]Life Inc.Stock Price-SigCharts,com 7)15/14,9:45 AM
t 9 '
Enter b}+raFw16 or Keyward8 RQH
Mcharts—is
From Piatieifatch
TAYO ADDS SECOND WEST ♦ •
tintat . i *TEXAS f4 •
PORTFOLIO
❑IeY Basic Chart Advanced Chart interactive chart
j Home Quoins News Industries Markets # Hutton"3tlotes BigRapons
This Historical Quotes tool aOows you to look up a securttys exack doslrg price_
Simply type In the symbol and a historical date to view a quote aM mini etmrt for that severity.
r Enter Symbol: met Enter Date '4/13112
_
MIn Unt Inc.
A;a.•.:.2012
C:d-.nq-nce, i` 75,&5
36.33
m. 35,46
6.663,646
No Splits
r�stLmks a0c -
10 Bar. t Dividend Stocks Dividend Income Funds
8014 Crossover SUVs Fixed Income Investments
High Yield Bond Funds Best CD Rates
High Yield SaYingli Account Dividend St4ppKs To Buy
2014 Luxury Sedans Big-Data Analvtics
Get started wig a broker
��c�, rbrthatWerLlx+tiv
sum ' icy.$& °'3w�tDiV��Wi
Home I/bout I Job opportunaie5;oonlatc us I Feedback I ttdlp
COpyn,IA 2118 PlaftlWatCh.Inc ki rlaMS reserved
ey o ad,tins aka.you agree IO the Terms or use.Pmacy Pallcy,and Critics.Policy
Intraday Data prwlded by 51X Financial Information and sucadad tear s Of ou.
hitpalblgcbarts.marketwatch.com/historical/default.asp?symb=met&closeDate=4%2F13%2F'2&x=22&y=24 Page 1 of 2
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE DECEDENT RETURN
RESIDENT DECED ADMINISTRATIVE COSTS
ESTATE OF
Opal L. Wise FILE NUMBER
21-12-0567
ITEM Decedent's debts must be reported on Schedule I.
NUMBER
A. FUNERAL EXPENSES: DESCRIPTION
1. AMOUNT
Malpezzi Funeral Home
$12,631.30
B. ADMINISTRATIVE COSTS: $0.00
i. Personal Representative Commissions:
Name(s)of Personal Representative(s) Richard E. Wise, Jr
Street Address_607 Williams Grove Road
city _Mechanicsburg
-- -- ---- -- ---- --- State. PA ZIP 17055
- Year(s)commission Paid:
Z• Attorney Fees: A 1'10�
C• $315.00
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.)
Claimant
Street Address
Ciry
_....._.___....-...------- State___ZIP
Relationship of Claimant to Decedent
4. Probate Fees:
$128.50
S• Accountant Fees:
6. Tax Return Preparer Fees:
7 Misc.postage
$4.90
TOTAL(Also enter on Line 9, Recapitulation) § 13,079.70
If more space is needed, use additional sheets of paper of the same size.
Tuesday,August 05,20141;45 PM Mallieui Funeral Home 7176972414 P.01
Malpezzi Funeral Home
8 Market Plaza Way
Mechanicsburg,PA 17055
(717)697-4696
�A—*chnel J.Malnezzi.Owner,FD Jeremy L Shut=FD Kyle C.Y,nine,FD
August 5,2014
Mr,Richard E. Wise Jr.
607 Williams Grove Road
Mechanicsburg,PA 17055
The Funeral Service for Opal L.Wise
We sincerely appreciate the confidence you have placed in us and will continue to aasiat you in every
way we can. Please feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES,FACILITIES,AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1, PROFESSIONAL SERVICES;
Services of Funeral Director/Staff $4,775.00
FUNERAL HOME SERVICE CHARGES $4,775.00
SELECTED MERCHANDISE:
Stainless Steel Casket $3,650.00
Corinthian Vault $2,375.00
Hummingbird Register Package $95,00
THE COST OF OUR SERVICES,EQUIPMENT,AND MERCHANDISE
THAT YOU HAVE SELECTED $10,395.00
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE,WE ADVANCED CERTAIN PAYMENTS TO
OTHERS AS AN ACCOMMODATION, THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
CASH ADVANCES:
Opening Otnve $950.00
Cemetery Equipment $180A0
Certified Death Certificates $36,00
Newspaper Notices-Patriot $107.91
Newspaper Notices-Sentinel $42.39
Clergv/Mass Offering $200.00
Flowers $175.00
Flowers $45.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES 51,73630
CONTRACT PRICE $12,63130
AISTORY:
0 412 6/201 2 Payment Richard E.Wise $12,631.30
TOTAL AMOUNT DUE $0.00
RECEIPT FOR PAYMENT
LISA M. N, ESQ.
Cumberland nd Cou Cou Receipt Date : 8/04/2014
nty - Register Of Wills . Receipt Time : 10 : 08 : 11
One Courthouse Square R
Carlisle, PA 179U13 are No. : 1078780
WISE OPAL L
Estate File No. : 2012-00567 ---
Paid By Remarks : RICHARD E WISE
DMB
--------------------- Receipt Distribution -- ----------------------
Fee/Tax Description Payment Amount Payee Name
PETITIGN LTRS TEST 30 . 00
WILL CUMBERLAND COUNTY GENERAL FUN
15 . 00 CUMBERLAND COUNTY GENERAL FUN
RENUNCIATION
SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN
INVENTORY 10 . 00 CUMBERLAND COUNTY GENERAL FUN
15 . 00 CUMBERLAND COUNTY GENERAL FUN
INS TAX RETURN
JCS FEE 15 . 00 CUMBERLAND COUNTY GENERAL FUN AUTOMATION FEE 33 . 50 BUREAU OF RECEIPTS & CNTR M.D
- 5 . 00 CUMBERLAND COUNTY GENERAL FUN
Check# 1656 --
Cash $30 . 00
Total Received. . . . . . . . . $98 . 50
$128 . 50
REV-1513 EX+(01-10)
pennsytvania SCHEDULE 7
DEPARTMENT OF REVENUE
INHERfTANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
Opal L. Wise 21-12-0567
RELATIONSHIP TO DECEDENT AMOUNT OR SNARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS(Include outright spousal distributions and transfers under
Sec.9116(a)(1,2).)
1. Richard E.Wise,607 Williams Grove Road,Mechanicsburg,PA 17055 Spouse 100% Rest, Residue
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:
Y.
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ONLINE 13 OF REV-1500 COVER SHEET, $
If more space is needed,use addi8onal sheets of paper of the same size,
i
1 LAST WILL AND TESTAMENT OF OPAL L. WISE
I, OPAL L. WISE, of North Middleton Township, Cumberland
County, Pennsylvania, declare this instrument to be my Last Will
And Testament, in manner and form followings
1. I hereby expressly revoke all Wills and Codicils hereto-
fore made by me.
2. I hereby direct my Executor to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. Should my husband, Richard E. Wise, survive me for a
period of thirty days following my death, I devise and bequeath
the remainder of my estate to Richard E. Wise,
4. Should my husband, Richard E. Wise, predecease me or die
on or before the thirtieth day following my death, I devise and
bequeath the remainder of my estate to my issue, per stirpes.
5. I nominate and appoint The Harrisburg National Bank And
Trust Company, Carlisle Deposit Branch, Carlisle, Pennsylvania,
guardian of any property which passes to a minor and with respect
to which I am authorized to appoint a guardian and have not other-
wise specifically done do.
6. I nominate and appoint my husband, Richard E. Wise, as
Executor of this my Last Will And Testament; and as substitute Exe
cutors, I nominate and appoint, in order of preference; First, my
son, Richard E. Wise, Jr.; Second, my son, David S. Wise, providin
he is then twenty-one years of age; and Third, The Harrisburg Nat-
ional Bank And Trust Company, Carlisle Deposit Branch, Carlisle,
Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
/4 day of November, 1964. r
(SEA L
'j pal L. wise
Signed, sealed, published and declared by the above named
Testatrix, Opal L. Wise, as and for her Last Will And Testament,
in our presence, who, in her presence, at her request, and in the
Presence of each other, have hereunto subscribed our names as
attesting witnesses, 1