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Home My WebLink About01-02-15 J 150561014� REV-1500 EX (02-11)(FI) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po aox 2soso� INHERITANCE TAX RETURN Harrisbur ,PA 17128-0601 RESIDENT DECEDENT 2 1 1 4 0 8 9 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDWYY Date of Birth MMDDYYYY 1 9 8 3 0 0 � 4 Last Name Su�x DecedenYs First Name MI W H I T C 0 M B A N N S (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI W H I T C 0 M B A L F R E D � Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW � 1.Original Return � 2.Supplemental Return � 3.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) QX 6. Decedent Died Testate � 7.Decedent Maintained a Living Trust _ 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 T0: Name Daytime Telephone Number M U R R E L W A L T E R S , I I I E S Q 7 1 7 6 9 7 4 6 5 0 ,� RE6`��TER OF WILI�ISE O�{�.m O t�r-1 First Line of Address � � � � Q r� -T-. c� .� Cn �7 ,.� '.r r_ _._; � W A L T E R S & G A L L 0 W A Y , P L L � ;- �-� �Y� ':'�" r�'' N ..� rJ Second Line of Address ' - e , �.� 5 4 E • M A I N S T R E E T , ;r� � � '�-1 � City or Post Office State ZIP Code - �DATe FI[5D i��= � f1 E C H A N I C S B U R G P A 1 7 0 5 5 ' o � � CorrespondenYs e-ma�i adaress: murrel(a�waltersqalloway.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.Decla tio of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG O ERS RESPO E F FIL G RETURN ADDRESS �� 3� �/� ALFR L . H T OM 1, DONALD ST hIECHANICSBURG PA 1,7050 SIGNAT E OF A E HAN REPRESENTATIVE DATE - ADDRESS l � ��'� / MURREL ALTERS, III, 54 E . MAIN ST hIECHANICSBURG PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 � 15�5610],40 1505610140 J J 150561024� REV-1500 EX(FI) Decedent's Social Security Number Decedent's Name: A N N S . W H I T C 0 M B RECAPITULATION 1. Real Estate(Schedule A) . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .. . . . .. . . . . . . 1. 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. 3 6 1 3 5 . 3 9 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property � (Schedule G) � Separate Billing Requested . .. . . . . 7. 1 1 � 4 3 . 3 ], 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . .. .. . . . . . . .. . .. . 8. 4 7 8 7 8 � 7 Q 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . .. . . . . . . . . . . . . 9. 1 � 9 6 5 . ], � 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) . .. .. . . . . . . . . 10. 11. Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 11. 1 � 9 6 5 . ], � 12. Net Value of Estate(Line 8 minus Line 11) .. . . . . . . . . . .. . . . . . . . . .... . . . 12. 3 6 9 1 3 . 6 � 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 Taz(Line 12 minus Line 13) . . . . . . .. . . .. . . . .. .. . .. 14. 3 6 9 1 3 . 6 � TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(�.2)x.o _ 3 6 9 1 3 . 6 O 15. O . 0 0 16. Amount of Line 14 taxable at lineal rate X.0_ � . � � is. � . 0 � 17. Amount of Line 14 taxable at sibling rate X.12 Q , � � �� 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 �$. 0 . 0 � 19. TAX DUE . . .. . . . . . . . . .. . .. . . . .. . .. . . . . . . . . . . . . . . . . .. . . .. . . . . . . . 19. � . 0 � 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � Side 2 � ],5�561D240 15�561,0240 J REV-1500 EX(FI) Page 3 File Number Dec�dent's Compiete Address: 21 14 osso � DECEDENT'S NAME ANN S.WHITCOMB STREETADDRESS 1 DONALD STREET CITY STATE ZIP MECHANICSBURG PA 17050 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+g) �2� 0.00 3, Interest 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. �3) Fill in ovai on Page 2,Line 20 to request a refund. (4) 0.00 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 ...................................................................... ❑ QX b. retain the right to designate who shall use the property transferred or its income ............................... ❑ QX c. retain a reversionary interest ..................................................................................................... ❑ � d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ QX 2. If death occurred after December 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ❑ Q 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ ❑X 4. Did decedent own 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 is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For tlates 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 deceasetl 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 tlecedent's lineal beneficiaries is 4.5 percent,except as noted in p2 P.s.§s��s(a)(�)]. • 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 individuai who has at least one parent in common with the decedent,whether by blood or adoption. REV-1508 EX+(08-12) . � pennsylvania SCHEDULE E DEPARTMENTOFREVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENTDECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ANN S. WHITCOMB 21 14 0890 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. HD VEST FINANCIAL SERVICES 36,135.39 INVESTMENT ACCOUNT OPPENHEIMER FUND WELLS FARGO FUND TOTAL(Also enter on Line 5,Recapitulation) $ 36 135.39 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) ' pennsylvania SCHEDULE G DEPARTMENTOFREVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER ANN S. WHITCOMB 21 14 0890 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEDENTAND DATEOFDEATH %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 1. HD VEST FINANCIAL SERVICES 11,743.31 100.00 11,743.31 IRA INVESCO EQUITY FUND WELLS FARGO FUND BENEFICIARY-ALFRED I. WHITCOMB, HUSBAND TOTAL (Also enter on Line 7,Recapitulation) $ 11 743.31 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) . ' pennsylvania SCHEDULE H DEPARTMENTOFREVENUE FUNERAL EXPENSESAND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER ANN S.WHITCOMB 21 14 0890 DecedenYs debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. EWING BROTHERS FUNERAL HOME, CARLISLE, PA 10,779.60 B. ADMINISTR,4TIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) ALFRED L.WHITCOMB StreetAddress 1 DONALD STREET City MECHANICSBURG State PA Z�p 17055 Year(s)Commission Paid: (RENOUNCED) 2. AttorneyFees: MURREL R. WALTERS, III 0.00 3. Family Exemption:(If decedenYs address is not the same as claimanYs,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. ProbateFees: CUMBERLAND COUNTY REGISTER OF WILLS 185.50 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL(Also enter on Line 9,Recapitulation) $ 10 965.10 If more space is needetl,use additional sheets of paper of the same size. REV-1573 EX+(Ot-10) � pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANN S.WHITCOMB 21 14 0890 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 spousai distributions and transfers under Sec.9116(a)(1.2).] 1. ALFRED L. WHITCOMB Spousal 1 DONALD STREET MECHANICSBURG, PA 17050 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: 1. 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 BE IT REMEMBERED THAT I, ANN S. WHITCOMB, a resident of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL AND TESTAMENT, hereby revoking any and all Wills and Codicils previously. I I declare that I am married to ALFRED L. WHITCOMB, and that I have three children, SHELLEY ANN WHITCOMB, MARGARET A. MYERS and BOYD L. MYERS, JR. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III I direct that all ta��es that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I give, devise and bequeath all my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment to my husband, ALFRED L. WHITCOMB, provided that he survives me by thirty (30) days. V If my husband, ALFRED L. WHITCOMB, shall predecease or fail to survive me by thirty (30) days, I give, devise and bequeath all of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment, to my daughters, SHELLEY ANN WHITCOMB and MARGARET A. MYERS, in equal shares, per stirpes. � I nominate, constitute and appoint my husband, ALFRED L. WHITCOMB, as Executor of this LAST WILL, to serve without bond. If my husband is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my daughters, SHELLEY ANN WHITCOMB and MARGARET A. MYERS, as Co- Executors of this LAST WILL, to serve without bond. If either is unable or unwilling to act in that capacity, the others may act alone as Executor of this LAST WILL, to serve without bond. IN WITNESS WHEREOF, I, ANN S. WHITCOMB, have set my hand to this LAST WILL this 1,5� day of ��,�� , 2012. � . � ANN S. WHITCOMB Signed, sealed, published and declared by the above-named ANN S. WHITCOMB, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. , ,�' �c�s'.GGGc/ . ' , ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND . I, ANN S. WHITCOMB, Testatrix, whose name is signed to the attached or 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 as my free and voluntary act for the purposes therein expressed. �� v ANN S. WHITCOMB Sworn or affirmed to and acknowiedged before me by ANN S. WHITCOMB, Testatrix, this j r'j�n day of Q c 1 c�b e 2 , 2012. COMMONWEALTH OF PENNSYLVFu�it. � NOWrial Seal �f')')� � ��p�� Gema R.Weigel,Notary Public Upper PJlen Twp.,Cumberland County Notary Public My Commission Expires Aug.21,2016 MEMBER,PENNSYLVANIA ASSOQATION OF NQfARIES AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND . We, �"7(��iP(� � (.J A� �� and �serr��,e i�. �SLi r.�t� , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL, that ANN S. WHITCOMB 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 k�owledge, the Testatrix was at the time 18 years of age or more, o so n min � d under no constraint or undue influence. /� • � /� t�,�4.�l� ��{� �i2-��Lf/ coMM N EA:fM�F PENNSYLVANU Sworn or affirmed to and acknowledged before me Notarial5eal �is �,'S}h day of QC�p}�e2 , 2012. Gema R.Waigel,Notary Public Upper Allen TWp„CumberlarM County My Commisslon Explres Aug,21,2016 MEMBER,7EHNSYLVANIA ASSOQA7ION Of NOTMIES J��r�n Ct. `� 7it��c7�e� Notary Public