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Home My WebLink About09-16-14 1505610105 REV-1500 EX(02-11)(FI) j!j OFFICIAL USE ONLY PA Department of Revenue pennsylvania oEP T111.01 Ex�E County Code Year File Number. Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 01/28/2014^ ' 12/03/1927 Decedent's Last Name Suffix Decedent's First Name MI .. ............. ........... ................ ................ .. ., ...... ........... _................ 3 ... ....' ._-...-,„ ,,, ...,. .. ...._ ........ Baker Jr. Wilbur p (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI .... _ �...._...... ...._......... __,.,.,_. Baker Margaret E . ............ ........ ............. Spouses Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 186-24-9107 _I REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW OD 1.Original Return p 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) O 4. Limited Estate p 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return Required death after 12-12-82) (W 6. Decedent Died Testate O 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 O 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 ........ .......... .... ........ . ........ ...._... ....... ......... ... Adam R. Deluca, Esquire (717)249-1177 ?0 ...... _. __ ........- g REGISTkR QFJWILLS USJONLY� 2 A ri First Line of Address ......... ......... ...... _.._. .. . . .. ..... __... ... r7omirn ( 1 Q70 t7 :61 West Louther Street Second Line of Address (J r O ? �t .. ry r _..... ........._ ................., .... ....... _ r" City or Post Office State ZIP Code DATE FILED -h I CarlislePA 117013 _..._ .__..... .. .. Correspondent's e-mail address:adeluca@keystonehearings.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,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Gt`4ATURE OF P RSON RESPONSIBLE FOR FILING RETURNDATE r �@ ap f DRESS Donna: 50V Mill Race Rd., Carlisle PA 17013/Patricia: 924 Allenview Dr., Mechanicsburg, PA 17055 SI UR OF PRAR T THAN RESENTATIVE T ` ADDRESS C/ 61 West Louther Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 1505610205 REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: WILBUR D. BAKER, JR. RECAPITULATION 1. Real Estate(Schedule A). . . ....... . ....... .. . .. . .. ....... ...... ...... 1. 2. Stocks and Bonds(Schedule B) .... ... .. .......... . .. . ..... .. ..... .... 2. i 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. 72,648.05 6. Jointly Owned Property(Schedule F) O Separate Billing Requested ... . ... 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested... .. ... 7. 8. Total Gross Assets(total Lines 1 through 7)..... ... .. . ........ ..... ..... 8. 72,648.05 9. Funeral Expenses and Administrative Costs(Schedule H)........ .. . ..... ... 9. ' 20,247.71 10. Debts of Decedent, Mortgage Liabilities and Liens(Schedule 1)..... ........ .. 10. 31,870.94 11. Total Deductions(total Lines 9 and 10).... .. ...... .... . ..... .. .... . .... 11. 52,118.65 12. Net Value of Estate(Line 8 minus Line 11) . . .. ........... ..... .. ........ 12. 20,529.40 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. 20,529.40 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 20,529.40 15. ; 0.00 16. Amount of Line 14 taxable at lineal rate X.0_ 16. 17. Amount of Line 14 taxable at sibling rate X.12 17. 18. Amount of Line 14 taxable at collateral rate X.15 18. I.,.._.......,, .......... .. ..... 19. TAX DUE ... ..... . .. ..... .. ........... .. ........... ..... .. . .... . .. 19.4 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 L 1505610205 1505610205 REV-1500 EX(FI) Page 3 File Number I l 4q Decedent's Complete Address: DECEDENT'S NAME Wilbur D. Baker, Jr. STREET ADDRESS 891 Hawthorn Avenue CITY STATE ZIP Mechanicsburg PA 17055 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) 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.......................................................................................... ❑ E 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 life of either payments,benefits or care?...................................................................... ❑ 0 2. If death occurred after Dec. 12,1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. ❑ E 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death?.............. ❑ E 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation? ........................................................................................................................ ❑ E 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[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(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-15o8 EX+(o8-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WILBUR D. BAKER, JR. 21-14-0388 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Members 1st FCU:5000 Louise Dr.,Mechanicsburg,PA 17055-Savings Account#174849 108.26 2. Members 1st FCU:5000 Louise Dr.,Mechanicsburg,PA 17055-Checking Account#174849 9,955.30 3. Sale of 2013 Chrysler Town and Country van(excellent condition)back to Brenner dealership 24,379.99 4. All personal property sold at auction(Kenny's Auction-Carl E.Ocker-AU-2425L) 38,204.50 TOTAL(Also enter on Line 5, Recapitulation) $ 72,648.05 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+ (08-13) vapennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER WILBUR D. BAKER, JR. 21-14-0388 Decedent's debts must be reported on Schedule I. ITEM NUMBER' DESCRIPTION AMOUNT A. FUNERAL EXPENSES: _ 1' Malpezzi Funeral Home-service/vault/casket 10,140.00 I Cemetery equipment I+- 200.00 [3] Newspaper advertisements 601.9811 Clergy/Mass Offeringr� - 125 00� Military Honor Guard ` 100.00-, �.:! F�lowers 200 00 n *All paid to.Malpezzi B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) - Street Address City State ZIP Year(s)Commission Paid: 4,3 2. Attorney Fees: 59,00' 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: r� 198.50 t� 5. Accountant Fees: 4 6. Tax Return Preparer Fees: z• Estate Advertisement-Cumberland Law Journal _ 75.0 Estate Advertisement-Patriot News_Co. _ _ _ �r � fi . 17 7. Kenny's Auction-Carl E.Ocker AU-2425L commission and expenses(labor and tent rental) .4,070.45 Zj Dj �l-� �•- -� 20, TOTAL(Also enter on Line 9, Recapitulation) $I W 247.71a If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER WILBUR D. BAKER, JR. 21-14-0388 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1, Boscov's credit card-Account#3006010101649116 222.61 2. JCPenny credit card-Account#ending in 32401 35.00 3. Lowe's credit card-Account#81924397442526 811.14 4. Wells Fargo Dealer Services(car loan-2013 Chrysler Town and Country)Acct#7790282986 22,179.99 5. Members 1st FCU Visa card w/Account#174849 8,622.20 TOTAL(Also enter on Line 10, Recapitulation) $ 31,870.94 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) --rT1- Q SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: WILBUR D. BAKER, JR. 21-14-0388 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• Margaret E. Baker-2 Rush Dr.,Apt 208,Carlisle,PA 17013 wife I 100%r P-J E El Ll El- 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 msss..r-...a:waxen:-....as...�a_—c�a.c*:�...r_-ur» awr*.....� ziar3z�c. as•..w..._.,. r. �`•.--'ar_.— --.___ "---_--:'1 :saa..wzc ...�=s� suasx•--,omx�vx.sacc�s-.. .smcpr- :a.- as•.�: �--w-'^e- .�--: I El B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: .Ej - — — ---' f( TOTAL OF PART II— 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 OF WILBUR D. BAKER, JR. 1, WILBUR D. BAKER, JR., of Lemoyne, Cumberland County, Pennsylvania, being of sound and disposing-mind, memory and understanding, do hereby 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 the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. SECOND I give, devise and bequeath all my estate of whatever nature and wherever situate unto my wife, MARGARET E. BAKER, provided that she survives me by thirty (30) days. THIRD In the event my wife does not survive me or does not survive me by the said thirty (30) day period, I then give, devise and bequeath certain items of- property which I may own at the time of my death as follows- LAW OFFICES F1SBXAN&HESS CARLISLE. -ENNSYLVANIA 17013 court approval, and effective, with respect to each item of said property, until actual distribution thereof. A. To retain as investments of my estate or trust, any or all assets of my estate, real, personal,or mixed, without regard to any principal of diversification, and to purchase and acquire real or personal property, and to hold any or all of such real and personal property retained or acquired without making the same productive of income. B. To permit the children, or any of them, to occupy any real estate retained or acquired upon such terms and conditions as my trustee shall deem proper_ C. To pay all taxes, charges and expenses of maintenance, upkeep, improvements, development, protection, preservation and investments of any retained or acquired real or personal property, such payments to be made from either principal or income as my said trustee shall determine. D. To retain or invest any and all funds, whether principal or income, in any real or personal property without restriction to legal invest- ments; to purchase investments at premiums; to exercise all rights of a security holder or share holder in any corporation; and to lease, mortgage, pledge, give options upon or sell at public or private sale and without approval of any court and without any responsibility to the buyer or buyers to see to the application of the purchase price, and real or personal property or portion or portions thereof, irrespective of the manner or means by which the same was acquired by my said trustee. E. To make payment or distribution herein provided for in cash, kind, or partly in cash and partly in kind, at valuations fixed by my trustee at the time of distribution. SEVENTH Any and all payment or payments of any sum or sums, payable to the said children, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the LAW OFFICES FISEMAN&HESS CARLISLE, PENNSYLVANIA 17013 3 creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge, or obligations of any beneficiary and shall not be subject to any execution or attachment. EIGHTH I appoint my wife, MARGARET E. BAKER, Executrix of this my Last Will and Testament. Should my wife, MARGARET E. BAKER, fail to survive me or for any reason fail to qualify as Executrix, then I appoint my daughters, DONNA J. BAKER and PATRICIA L. CASSEL, Co-Executrixes of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for the purpose of identification, this theS day of —A 1980. (SEAL) WILBUR D. BAKER, JR. Signed, sealed, published and declared by the above named testator, WILBUR D. BAKER, JR., as and for his Last Will and Testament, in the presence of us, who at his request, in his sight and presence, and in the sight and presence of each or, have hereunto subscribed our names as witnesses. Address 2%6 1=5-4? Address- LAW OFFICES 4 - and Last FISHMAN &HESS CARLISLE. 'ENNSYLVANIA 17013 COMMONWEALTH OF PENNSYLVANIA: :SS. COUNTY OF CUMBERLAND We, WILBUR D. BAKER, JR., S7r-L16-10T Fl /z/ and �'X_ 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 that he signed willingly, and that he executed 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 witnesses, and that to the best of their knowledge, the testator was at the time eighteen years of age or older, of sound mind, and under no constraint or undue influence. SWORN to and subscribed before me this theday ofigso. (SEAL) ROBERTA L.MARCH,NOTARY PUBLIC CARLISLE BORA,CUMBERLAND COUNTY MY COMMISSION EXPIRES DEC.31,1983 Member,PerimSylvania Association of Notaries LAW OFFICES FISBWAN&HESS CARLISLE. PENNSYLVANIA 17053