HomeMy WebLinkAbout09-29-14 J �5056���43
REV—�l5�0@ °`��-"s '_'��
PA De�ar�nt of Revenue d�EIC[AL�9SE O?+ILY
Bureau of Ind'nridual Taxes ��� �r c«ie ve� Fa��
Po eaXZ$oso� INHER1TAi�10E TAX RETURN 21 l�g OU590
Ha"`s�""s'PA 17�28-0�Di RESI'DEN'i'DECEDENT
�o�c�ENr��w�anor�a��ow
social se«,n"�y Number Dats of'D�#h I?ate ot airS,
204 06 12 2014 03 29 1939
DecedenYs Last Name Suffa DeoedenYs�F'�st Name
M�
$A�TIZ+�ORE a7Z7LIAN �
(�ApPtica�b(e)Errter Surviving Spous�'s I�orrnation Be�aw
Spouse's Last Name Su�c S�ouse's�rst Wa�e Ma
Spouse's Socia!Secur�y IVumber
THlS RETURAI�ilUSt�E F!!.El�IN DUPLl�ATE WITfi THE
REGISTER OF WILLS
Ft�fl�t AF��320PR[ATE OVALS BELOW
X� 1- Ore�nal R..�ttan � 2 S�tal Retum
;I� 3. Rema"vider Retum(Date of De�tEf
Priorfo 12-'E3-62)
� 4. Lanifed Es�ts � �Futl�re�est Ca¢�aamise 5. Fe3erat Est�e T�c Retum
(�eora�n,a��Z iz�2) � R�red
� g_ D�Di�d T�: �—{ 7 �enF N1a�a[_uveig Tr.NSt �
t��CmpY��l �LI (�rad,Coay atTr�tq 8. Ta�Nurabzr of S�fi Dep�Bo�s
� 9. L�iga3ip�Proce�dsRec.�vad � 40_�P2�4 a��dtl�j�' � 11_Eledionto�cta�cf�Sec9�tt3(A)
(Aftadi Schedufe Q)
CORRESPONDENT-iHIS SECiiON MUST BE CO�LETED.ALL CORREgpONDETFCE AND CONFlDENifpL TAX INFORifAT10N SHOULD BE DIRECT�TO:
Name
Dayt6me Telephoae Nwnber
JERRY A WEIGLE ESQIIIRE 717 532 7388
n '='"
RE6ISTB��ILLS E't�SE ON�
� .� � �
First Lin�ofAddress �'� �- c`� "t7 cr�
I26 EAST ECING STREET r�-1 � �� � �,; `:,
�, C�p i`k
Second Lin�e of Address � � _a� � .
, :_: � �1 _+t
t
_ _
�7
�;c„,
City or Pcst Of#ice DAr'iE FILm� t•= �
State ZiP Code
SHIPPENSBU�tG PA I7257 .� f--N+ �'' °
�
CorresporrslenYs e-mail address:
�����P�Y,�dedare fhat I have e�tFrs rehun,indud"vg aocornpa�rying srhed�fes and staFerne�ts,and to fhe best of ImoNAed e and be6�
oompl�Dedarafion of other ihan the P°���P�6ve is ba�d on all infoRr�alion of which preparer ha anY Imowled9e-
�PFRSON RESPO9�t OR 6 REIURN
�����-' � -� � J�ulian T.Baltirnore ������G
aESs
410 Westover Road Shi ns u A 17257
SI OF Pf2EP OT1-ER g
� � ,�- Jerry A.Weig[e Esquire � �� �
ss �
926 East King Sfreet,Shippens rg,PA 17257
� Side 9 �
�,50567��1�3 15Q567�0�43
_ _. ��
� 1505�10243
R'E11-1500 IX
0..�cedent's Sacial Security tJumbe�
��'S�= Balfimore,Julian O_
u�ca�m�►now
1. Rea!Estate(Sc�edu(eA)-•••-•---•-•-•••-•-•-•-•-•-••••••••---••-•-..........•-••••••••--......•••••••---•..... 1_
2_ srocks aaa Bonas{scl,ea�B�.-�-----------------------------�-�-�-----............----................._. 2.
3. CEosely HeEd Corpora�iora,Partn�ship or Sote-Proprieiorship(Scfiedu{e C)..._.____ 3.
4. Moetgages 8�Nlolzs Receivabt�(Scta�#�!s D)---•••-•-•-•-------•-•-•-•-•...........................• 4-
5_ Cash,Sank D�osits��Ilareeous Personal�roperty(ScheduEe E)............... 5_ 42,019_54
6. Jointly Owned Property(Schedute� � Separate Blling ReqUeste�----••----- 6-
7. Er�fer-Vhr�"iransfers 8�Misce@aneous�-k�robate Property
{Schedule G) ' Separa#e�it[ing R�ues#ecf-•-•-•------ 7-
8. Total Gross Assets(tota!(ines'E through 7?........................................................ g- 42,019.54
9_ Fu�al Ex�snses and Admin'sstrative Cosfs(Schedule F�••••-•......................•-----.. 9. 8,3 94_19
10. Debts of Decedent,MorEgage liab�'�".s and Liens(Schedule I}.-•-•-•-•-•-------...•----_ 10_ 3,0 8 9_8 O
11. Total Dedu�tions(tafa�Eines 9 and 10)•••••-•---•-----•-•-•-°--•-•-•-•----•-------------------------- t1_ 1�,483_ 99
12. Net Val�se of Estate(Line 8 minus line 41)._.......-•-•-•-•-•-----...••-•........................... 12_ 30,535.55
13. C6aritabte and Csovzrnmental BequestsJSec 9113 Teusts for xfi9ch
an election to tax has not bsen made(Schedule,�•-•-•-••--------------•-......------........... 13_
14. I+�etYalue SubJectto Tax(lir�e 12 minus I_utie t3)....._....--•-•................................ 14. 30,535_55
TAX CO�l1PUTAT[O�t+l-3EE INSTRUCTIONS FOR APPLICABlE RATES
15. Amot�nt of lin�14 taxab{e
at the spousal tax rate,or
transfers u�nder Sec.9i 16
(a�1.2)X.00 15. O_��
16. Amountofl.inz t4taxable 30 535_55 16_ l,374_ ZO
at finea!rate X .045 �
17. Amount of line 14 taxable
atsibfmg rateX_72 O_00 17_ O_ 00
18. Amount of Cms t4 taxable
at coslateraf rate X.1� 0_0 0 18. O_0 0
19_ TAX DUE..-•••-•-•-•-._...••••-•----••••••°-°--------•-----•-••••----•------------•--•°------------••--•••------°••• 19' 1�374.l�
20. FIL�IN'�FiE OVAL IF YOi!A9�E REQUESTI�iG A REFUND OF ANt OVERPAY6fENT. ❑X
Side 2
� �5056�Q243 15D561�243 �
REV-1500 IX Page 3 Fte Ntmaber 21-14-0059Q
Decedent's Completg Address:
DECEDENT'S�E
Baltimore,Ju[ian O_
S"fREETiADDRESS
't26 VYilbw S�t Apt.C
CRY STATE Zd�
Cariisle PA 17�13
Tau Paymerrts and Credits:
1_ Tax Due{Pag�2,Lir�e 19) (4) 1,374.10
2 Cred�ayrnents
A PriorF'ay�nents 1,348_26
B. Disoour�t 68_71
Total Credt�s(A +B) (2) i,41S_97
3_ Int�rest (3)
4. If Lin�2 is greater t�an line 1+Line 3,e�er the d'r�e�ence_ This is�e OVER?AYIIdEM'_ (4) 42_81
Cfaecic box on Page 2,Irne 2�to requ�t a refund
5_ [f Line 1 f line 3 is greater tfian Lir�e 2,eriter the d��nce_ This is the TAX DUE_ (5)
N'Iake Chedc Pa able to: REGISTER OE 1MLLS,AG�NT.
PlEASE ANSWER THE FOL�OWING QUESTIONS BY PlACING AN"X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or incane of the prc�perty transferred:•-•••-•-•-•-------•-•-•-°°°•-•-°----------------•------------------------- � �
b. reEain the rigErt to designate who shall use the property tracss�rred o�its income---------------•-•----.._.......... � �
c. retain a reversionary i�feres�or•-•-•-•-•-•-•-•-----•-•-•-•-•-•-•-•-•-----•-----°•-...-•-••...•••--........_.-----...•••••-•---••••••••...... � I x
d. receive the promise for life of eith�paymertts,benefits or cx�re?.-•---•-•-•-•-•----°-•---•---------------------------•-••-- � �
2_ If d�2afh oca� after Dec. 12, 1�82, did decsdent transfer pro�erty wi�in one year of death witfiout
- -
. receiwy adeqe�ate considera6on?.-•-•-•-•-•-....•••••-•-•-•-•••-•-•••••••-•-- ................••••••••...•••................ 'x
3_ Dcd dec�den#own an 5n trust for' or payable upon death bank acoount or securify at his or her death?.._.... � �'x
4_ D�s!dt�der�t awn an irtdividual refirement account,annuity,or ofh�r norf-probate property which
corrtains a benefiaary desgnation?.-•-•-•••••••-•••-•-•-•-•••-•-•••-•-•-•••••-•.......................•------••-•----°----------•--•••-•----------• I,�' x I
iF THE AT[SWER TO AI+�Y OF TH'E A601fE QUESlIONS IS YES,YOU MUST CONIPLETE SCFiEDULE G AN1D F(LE lT AS PART OF TFiE RE'fURN.
For dates aE�ath on or after Juty 1,S 994 and bzfore Jan.1,1995,the fax rate imposed ori thz net va[�of tra�rsfers to or for the use of the surviviig spouse
is 3 p2rceni[T2 P.S.§9196(a)(1.1)nl-
For dat2s of d�ath on or after Janaary 1,1995,ihe tax rate irtq�osed on f�ee net value of trar�sfers to or ior the�of the siaviving spouse is 0 perr.�nt
[72 P.S.§9116(aj(1.1)(71_ T[�sfatute d�s not exempt a trarzsfer to a surviving spous2 from hax,arid the shatutory requirements for d'�sure of assets amd
fr5ng a tau r�um are sh�appl'�cabl2 even i�the�rviving spouse is the onty benefiaary.
For dates of death on or after Juty 1,2000_
•The tax rate imposed on the net value of transfers from a deceased child 21 yaars of age or younger at dealh to or for fhe use of a natural parerit,an
adoQtive parent,or a stepparent of tE�d�dd is 0 p�xceni[72 P.S.§9116(a)(12)]_
•The ta�c rate icnposed on the net vak�of fransEers to or for fhe use of the d�2dznY's�al benefidaries is 4.5 percent,excEpt as noted in[72 P_S.§9i 16(a)(1}]�
.The fax rate anposed on the net vak�e of frartsf2rs to or for the as2 of the d2ced�2nCs gb6ngs is 12 pe�oert[72 P.S.§9116(a)(1.3j]_A sibfing is defined,
undrr Sac�ioc�9102,as an ndividuai wfio has at f�ast one parznt n cammon w�h the deoe�ent,wheffier by blood or adoption.
Rev-05fS8 EX+(t'1-10)
SCHEDULE E
pennsylvania CASH, BANK�EPOSITS, � �1![SC.
DEPARTA�IT O�R�VEWL�
�,�E-�.�;«,� PERSONAL PEZOPERTY
F2ESD�[i DEG�IT
ESTATE OF IFILE NUIIABER
Baltirnore,Julian O. 21-44-0059�3
�a���ds or r�m ard u,s E�the�w�r�ved ny tl�es�e.
All pmperty ja�Hy-owned�id6 Ohe rigfit o#siwivocshiQ rtnat 5e d�fosed on scF�edide F
ITEM VALUE AT DATE
�U�g,� D�SCRlPTION OF[�ATH
1 Mem�rs 9s�Checidng Account#198341-t'[ 36,144.40
Accrued int�rest on Ifem 1 throogh date of death O.frU
2 11r3e�nbers 7st Savings Account#l98341-00 6.84
3 i990 Cadillac Sevil�e -Poor candyfion-Scrap Value 4U4.00
4 1993 lincoln Towricar(ioade�-�7,000 miles 4,50�.00
5 1994 Ba�ick Regal Sedan-425,000 miles 958.08
TOTAL(A1so ente�on Line 5,Recapitulatior�) 42,Q19.54
(if more space�needed,add'rfional Qages of the same s¢e)
Copyright(c)20t0 fortn saRware ony The Ladcner Group,inc. Form PA-1540 5chedule E(Rev_S 1-t0)
_ . _
�v�s»�c+��o-os�
pennsyivania SCHEDULE H
��T��R� FUNERAL EXPENSES AND
�'4N"�T�R" AD1�111NtSTRATlVE COSTS
ESTATE OF FI#�NUMBER
Baltirr�ore,Ju[�an O. 24-�4-00590
D�ceder►Ys debts must b�rep�rted on Schedufe!.
�M DESCRIPTION AMOUNT
NUMBER
q, FUNERAL IXPENSES:
See co�tinua�ion sc#�edul�(s)attached 4,233�8
B. ADMINISTRATIVE COSTS:
1. Personal R�sreserttative's C�nmissions
1�Eame of�ersonai Reptesentative(s)
Strzet Address
City State Tlo
Year(s)Commission Paid
2. Attomey's Fees Weigfe�Associates,P.C. 2,75o.t�0
3_ Famify Exemptian_ (ff decedenYs address�not the same as daenant's,aftad�e�fanation)
Ctaimant
Stre�Address
Cify State T�
Relationshi�of Claimant to Decederti
4. Probate Fees Register of Witis Curr�berland Count�y �$$-5�
�. A��nYs Fees
6. Tax Refum Pre�are�s Fees
7. O�erAdministra5ve Costs 1,25241
See continuation schedule(s)attached
TO�AL(Also enter on l�ne 9,RecapitUlation) 8,394.19
CoPyright(c)2009 form software only Ttoe Ladv4er Group,Ina Fo�rre PA 1500 Schedule H(Rev.1 Q-09)
_
SCHEDUL� H
FU�tERAL EXPENSES ANi3 AD�INISTRATIVE COSTS
contiraued
ESTATE OF FfLE Ni��lBER
Bal�imore,Juliar�O. 21-14-0t�590
� DESCRIPTION ����
N�JM�RR
Fvnerai E�cpenses
1 Barbara Hers�Oey-E��eeral Meal 212.30
2 Fageisanger Bracker Futa�ral Home 4,020.98
'�i-A 4,233.28
OfiherAdministrative Costs
3 Ctunbertand Law.loumal-Advertising 75_O�Q
4 Jtdian Troy Baltimore-E�cecsrtor expenses inctuding travel,clean tr�of a�a�nen�,fuat�ral 'l,O�I266
arrangemen�s,etc.
5 Register of Wills-Filing Release to Settle Estafe 20•�
6 Va[!s}I TimesStar c!o The News Chroa��cle Company-Advertising �04-75
7 Weigte�Associafes,P.C.-Reimburseanent for postage,xerox copies and tang distance 5U.00
telepho�e calts
H$7 1.252.41
Copyright(c)2002 form soffware onFy The Lacfiner Group,fnc. Form PA isUO Schedulz H(Rev.6-98)
_
Rer-1512 DC+(12-08)
SCHEDl�LE I
pennsylvan�a DEBTS OF DECEDE�TiT,
��,-��R�,�
P�-ERITANCETAXF2ETURN MORTGAGE LIABILtT1ES AND L1ENS
�SID�NT DECEDENT
ESTATE OF (F����MB�
Baltimore,Jutian O. 21-14-�059�@
Report deS�s incered 6y the decedenY priorto d�that remained icrpaid at ffie dafe af&eath,m��9����•
}�� VA!_UE AT DATE
fVUMBER C3ESCRIPlIOt�E (DF D�4TH
�! ATBT-PF�o�ne bi(1 50.39
2 Babara Hershey-Cleaning apartrnent 1�•�
3 Cumtyerfand County Landfill-du�aping fee-misc.items from apartmen� 40.81
4 ��mf�rland Gounfy L.andfiil-du�p from a!parbment cleanau# �-g8
5 Gamet Manag�ment Company,lna-Ctose a�artmer�t �-�
6 J[t[ian Troy Bal6tmore-ftnal rr�oving expenses-apart���nt to storage 425.0�
7 Lowe's-rnaterials�aeeded to clean apartrnent 38.80
8 LowE's-cleaning supplies to clean apartment t5.88
9 Mike Nocho-Cleaning cwt a�artrne�nt in Car�isle,PA 50.00
10 Mike Noc�o-Cl�aning and maving fiemitsire out of apar�ent 80-�d
11 Mike Noci�o-Cleaning and moving 40.0t3
12 Natio�nwide[nsuranc� 69_91
13 Orriar Cruz-Cieaning,moving,hauiing and driving iruck to clean o�t apartrnent 90.00
14 PP�L Eiectric 5�-��
15 Progressive-Car Insurance �`�•3�
16 ProTel-Wireless 95.00
17 Seth Welter -Use of tr�cic for moving Z$-a�
Totat of Continuation Schedate See at�ached page
TOTAL(Also enter on Line 10,Recaprtulation} 3,089.80
(If rtwre sQa�is needed,addf6aial pag�s a�fhe same s¢e)
Capyright(c)2008 fortn soRware oniyThe!ac[mer Grou�,Ina Form PA-t5�0 Schedu(e�(Rev_f2-08)
Rev-i512 DC+{i2�8)
SCNEDU�.E 1
pennsylva�ia DEBTS OF DECEDENT,
DEPARi?�[T OF REVENIIE
�►r,�,c�-r,��n,wd MORTGAGE LtABiL�TIES AND LIENS
�smEr+-r o�cFnErsr
continue�
ESTATE OF FILE NUMBER
Bai�mare,Jul�an O. 21-'14-(l059�
�� VALU'E AT DA�
t�1MBER DESCRI�TIOI�! OE CI�ATH
18 S��eets-Gas for U-Haul Truck 'Q-�Q
13 S�eeiz-Gas for li,fiaul Truck 220�
20 Sunoco-Fuel-closing apar�aent 39.02
21 St�noco-�uel-rnoving apartrne�at 4#_00
22 Suaaco-Fuel-moving 39.99
23 Thor�nas Autamative-Insp�ection 1994 Buick-Ir�specfion 47-7�
24 Tyr�one Thompso�-Tow�ng Cadit[ace 200A�
25 t!-Haul-us�for moving 54.16
26 U,�(aul Truck Ren'tal-Clean out apartrnezat 95.3�
27 Waimart-�Ulisc items to get 1994 Buick running -Transport Buick from Cariis[e to 1f-g8
Shippensburg
28 Weigle�Assocdates,P.C.-Bilfing owed at date of death 1,t�91.6�
TOTAL(Atso enter o�Line'i0,Recapituiation) 3,089.80
Copyright(c)2008 form soflware onfy The lackner Group,Inc. Form PA 15D0 Schedufe i(Rev_12-08)
REV-7513 EX+[fl2-403
pe�nnsylvan�a SC�IEDI�LE J
D'�PAEt3"k�If OF REVETJI�E
�,�T��,�,� BENEFIC�ARIES
����
ESTA�E OF �ILE N[1MBER
Ba�timore,Jtt{ian O. 21-14-0�0590
'�IAN�A[�ADDRESS OF RELAT�flNSHiP TO SHARE OF ESTAT'� OUNT OF ESTATE
Nl9M�ER PERSQPEfSI RECEMNG PROP�RRTY D�CEDEN'f (Words) (�)
Do Tfot Cist Tnrs3eds
�. TA)(A�3l.E D[SiR18tJTfONS [ndteds outrighf sp�sal
�sV�utions,and transfers
tuider Sec.9i i6(a)(12)l
1 .�ulian Tmy Baltimore Son i00% 3fl,535.55
410 Westover Road
Shippe�asburg,PA 17257
Tatai 30,535.55
ErKter daltar amairtts for distributions s6o�am above on('mes 15 thro h 18 on Rev 1500 cover shed,as appro�iate.
MON-TAXABLE D[STWBUT101VS:
II. A.SPOUSP+L DISTRIBUTtONS UtdDER S�C710N 9113 FOR WHiCH AN ELECTION TO TAX IS I�OT TAKEN
B.CHARfiASlE/WD GOVERNMENTA!DtSTRiSUTIONS
TOTA�OE PART II-EN'TER TOTAL NOI�!-TAXABE.E DISTRIBUTfONS OQd LlNE 13 OF REV-t5�COVER SH
Copyright{c)2010 form software only Tfie Lackner Group,Ina Form PA-15D0 Schedu[e J(Rev_01-t0)
St
�
MEMBERS ��
�.���o�
R�GU�AR SAVINGS,ACCOi�iNT:
Account Numb�dSuf,Sx 998341-00
Date Account Established 11/Q112t?00
Pr�nr�pa! Balance at Da#e of Death �n.84
Accrued Interest to Dafz of Death �0.00
Tatal Principa!and Accrued In�eresi $6.84
Name a�Joint Owner None
CH��KING ACCOUNT:
Accoa�nt Number/Suffiix 19834'!-'�9
Date Account Estabkishec# 11/Q'[/2400
Principal�alance at Dafe of Death 536,144-90
Accreied fnterest to �ate o�Deat�ii ${3.60
Tota!Priracipa!�nd Accrued Interest ��5,1�-7�
Namz of.loint Owner �a��
MEMBERS 1ST FE��RAL CREDIT U�lfON
����� ��
Tessa L EC�ugF�
Lending Insurance St��port Specialist
Juiy 17, 201�
Estate oi:.I�LI�1N t�BAL f IPt�IL�t[t
Date of Death: 06f92i2094
Social Secarify Numbsr: 204-30-�416
5()(30 I.ouise D�e • EO.Bo��'fl • �1�echanicsbutg,Pe�nsylvania�7�5� • (8t?�}283-Z�28 • �wmemberslstorg
True Market Value�
�"�ade-in? Dead�er Retaa�
�128 5663
Shos� For f his Car
�riv�iz �arty SaIII 5328
Prici�g Details for a 1990 Buick Regal
�Rmit�d Zdr Car
Customized True Market Value� P�ices
Trade-I� Private Pariy �eater Retail
i�a�onal Base Prace �500 $1,063 �2,��0
Op�ionai Equipment $0 $0 $0
Color Adjustmznt- '3(atk �0 �D $0
�Regiona!Adjustrn�nt-for Z��Code 17257 $-39 �-83 �-�56
t�tifeage Adj�stment- 200,00{}rniles $-4Q $-4� �-40
Con�itio�Adje�stm2nt- Rg�+gi� $-293 $-612 $-1,143
Tota!
Buyir�t�a Certified Used Vehicteaealer Retai�
Certified used Price Vehide nat�tigibfe for certificatior�
I�e11ey Biue Book Pa�z I o�2
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:., .. ` �Cettey Blue Book �z}�as}=��s�;��°
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1994 Buick Reg��
Pr�cing Report
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Euet Ecanomy: ldax Seatirng:6 �'�'�k�:""��
Cty 17fi-Evry 26fCo�ttb 2�F�iPG p���p�y va►ues raGd foryour area tFvough iJ2�2Di4
poors:4 EnginA•l`6,31 Lit=r
Drivetrein:�4�.�D Transmisian:As.or�sa*�c
EPA Clas Niicfsizz Gars 6ody Styfle:Se�n
CouniryofOrigin:Unfi=_dS:ats Cour�fayofAss��b[yCanada
Yflur Configured Op#ions
O�.s p:��.ted ap5aas,�T•on typi��.r�m:n#,"x�is car.
�0��;cs�a:yo��ad�i v�'!e mau53 -�4�car.
Engine Comfart and Cnnvenience V{��h�and Tirgs
V5,3.I l.�u� Air Crndi�o�¢ag 5�.�Wh��
Tra�ssmission Po�rrzr Vdn�idovas
,�,�oYTi,:�c ?�w�D�or Lorks
Drivetrain Gruue Co�
�,� Steering
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