HomeMy WebLinkAbout02-19-15 (2) � � W 1505618627 aurs<nc000
pen�sylvania
. xuea�031d11fl1
RE V-1500 OFFICl/�L USE ONLT
e�rea�onneiweuairaves counrycoee rra� r��ierv�mee.
ao eox zeaeoi INHERITANCE TAX RETURN /]
rvam:e�ruvnmzeasm RESIDENTDECEDENT �� I� �I '"I �
ENTER DECEDENT INFORMATION BELOW
Social Sewny Number Da[e of Deat� MMDDYYYY �a�e ot Bitlh MM�ovwv
10302014 03051929
DecetlenPs Las�Name SuHix DecetlenPs First Name MI
EBERSOLE MARY J
(It Applicable) Enter Surviving Spouse's IrAormation Below
Spouse'sLastNama Suffx Spouse'sFirstNama MI
THIS RETURN MUST BE FILED IN DUPLICATE WRH TXE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O1. Original ReWm � 2. Supplemental ReWm � 3. Remaintler Retum(da�e of dea�h
priorto 12-13-82)
❑ 4. AqricvlWreExemO�ion(dateot ❑ S. FUWrelnteres�Compromise(tla�eof � 6. FetleralESGteTaxReWmRequiretl
aea�h on or af[er]-1-2012) tleath a��er 12d2-82)
O �. Decatlen�Dietl Testata ❑ 8. Decetlen�Maintainetl a LiNng Tms� � 9. Tolal Number of Safe Deposit Bo�s
(A��acM1copyo(wiIIJ (A��achcopyol�ms�J
� 10. Liligation Proceetls Rereived � 11. NonProbate Trdnsteree ReWrn � 12. DeferraVEleqion oi Spousal Trusls
(SCM1etlNe F antl G Assa�s Only)
� 13. Business Asse�s ❑ 14. Spousa is Sole Benafmiary
(No Imst inmlved)
CORRESPONOENT� THIS SECIKKi MUST BE GOMPLETEO.FLL CORRESPoNUENCE RNO CONFIOEHTI�L TIJt INFORMATION SNOULD BE oIRECTEO TO:
Name Daytime Telephone Numbar
VICKY ANN TRIMMER, ESQ. 717-620-2440
Firs�Line of Atltlress
PERSl1N 8 HEIM, PC
Sewntl Lina of Atltlress
PO BOX 659
CiryorPostOfiice S�a�e ZIPCotle
MECHANICSBIJRG PA 170550659
�
co��ecpondenrsemai�address: VATRIMMERaPERSUNHEIM•COM �a �_",..'� - i '�
�� , ,
REGISiER BFN�RS 0�NLY �I
��
REG151EROFWILLSOSEONLY � �. �) . �
UATE FILED MMDDYYW ' � �
. . , _'3 � ,�'i
W '1
DATEFILEUSTMI,F O� ���
PLEASE USE ORIGINAL FORM ONLV
Sitle 1
I(III'I II'�I III II III'I'llll'II II III'I II I II III II III II III I III I
L 1505618627 1505618627 J �
J 1505618635
REW 500 EX(TP)
oeceaenfs social security Number
oe<eae�r:rveme:EBERSOLE MARY J
RECAPITULATION
�. Reai esia�e fscneowe n) . . . . . . . . . . . . . . . . . . . . . . . . . . . . i. �- D O
2. Stocks antl Bontls(Schetlule B). . . . . . . . . . . . . . . . . . . . . . . . . p, B,518• 00
3. Qosety Heltl GorOoralioq Patlners�ip or Sole�Proprielaship(Schetlule C). _ . _ . 3. �• Q�
<. Mortgages antl Noles ReceivaWe(Sc�etlule�)_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 4. �• 0 p
5. Cas�, Bank �epos[s antl Miscellaneous Personal Property(Sc�edule E), , , , , , 5. L 4 +8�0 � ��
6. Joiniry Ownetl Propetly(SCM1etlule F) � Separale Billing Requesletl. . . . . 6. 474 • OO
�� In�er-Vivos Transters&Miscellaneous Non-Proba�e Propetly
(SCM1etlule G) � Separale Billing Requestetl. . . . . ]. �• OO
e. rotal Gross ascets(mtal Lines 1 mmugh�) , B. 23.792• 00
. . . . . . . . . . . . . . . . .
9. Fune�al Expenses antl Atlminis(rd�ive Co5L5(Sc�tNule H). . . . . . . . . . . . . 9. ]I�708• 00
10. De�ls o�DeceCent. Mortga9e Liabilities antl Liens(Scheaule p. . . . . . . . . . f 0. 7,628 • 00
11. Total Detluctlom(btal Lines 9 antl 10). . . . . . . . . . . . . . . . . . . . . 11. 9�336 • 00
t2. r+etvaiueotezmte(�ine8minusLinett� . . . . . . . . . . . . . . . . . . . tz. 14 �456 •QO
13. C�arilaCleanCGoremmen�alBepues�slS¢c.9113TmsislorwhicM1
an eleclion�o tax�as no��een matle(Schetlule J). . . . . . . . . . . . . . . . 13. � •Q 0
1A. Net Value SuE�act m Tu(Line 12 minus Line 13). . . 14. 14 �456 •0�
TA%CALCULATION � SEE INSTRUCTIONS FOR APPLICPBLE RATES
15. Amounl of Line 14�a�ble
atthe spousallaxra�e.a
transfers uryper5ec.911fi
�a)ry2)X.d� 0•00 t5. � • 00
18. Amount af Line 412u01e
a�linealrate %. b 14,456•00 �s. 651 • 00
V. Amoun�of Line 16 tau0le
a�sror�g�a�e x.iz 0•00 i�. 0 . 00
18. Amounl oi Line 14 tarable
alcolla�e�alraleX.15 0-�� 16. 0 • ��
19. tAXDUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18. IaSL. 00
20. FILL IN THE BOX IF VOII ARE REW ESTING A REFUNO OF AN OVERPAVMENT ❑X
Untler penallies ot Oe(ury,I Ueclare��el I M1a�e examin N IM1k reW m,indutling accompan}1ng scM1etlules antl s�atements,and�o IM1e bes�ol my hnoMedge antl�elie(
II Is tme, m ecl antl com0lele. Declarallan ot preparer o1M1er�M1an�M1e penon responslble br filling IM1e reWm is base]on all Inbrma�ion ol w�icM1 Oreparer M1as
anykn qe.
S lU ES SIBLE FOR FILING RERIRN �ATE
� �
A R
ROBERT • EB RSOL 607 HAMILTON ST • , CARLISLE, PA 1701
SIGN4��p/g OFPREPA ROTH THANPERSONRESPONSBLEFORFlLINGTHEREfURN TE
l i.1�/ _ )w�. �-. Z /I �✓-
�1DDRE55
VICKY ANN TRIMMER PO BX 659, MECHANICSBl1RG, PA 17055
L iiniiiiimiiiiii����i�4�ii��i�i�iiiiiiiiiiiiiiiii 5�de2
1505618635 J
9Md6d810000
aev4soo�[ia1 veye a vue Number
Decetlent's Complete Address:
DECEDENTSNAME
RY
SiREETAD�RESS
UM
CIN STNTE ZIP
AR P
Tax Payments and Credits:
�. ra,o�a�Paye2,��neis� (i) 651 •00
2. CreGils/Paymenls
A. Rlor Payments o .o 0
B.Dlscount 0 •0�
(See Insvuctions_) Total CreClis(A�B� (2) � •��
3. Interesl
131 � •�0
4. If Line 2 is greater t�an Line 1 +Line 3,enter IM1e tlifference.iM1ls is IM1e OVERPAVMENT.
wi��o.ai o�raqe z, �ma za m.aa���...i��a �a� o•o 0
5. If Line 1 � Llne 3 is grea�er�nan Llne 2,enter�ne aifierence.Tnlsistne 1nx oue. (5) 6 51•0 0
Make check payable to: REGISTER OF W ILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Dld deceEenl make alransferantl' �es No
a. retain �M1e use or'mcome of iM1e properry Vansferretl . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ �
b. retain IM1e rigM1l to tlesignale who shall use the O�opetlylrans(erreC or Ils Income . . . . . . . . . . . . . . ❑ ❑x
c. retain a reversionary Imerest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
d. receive�M1e pmmise�orlife ofeilM1erpayinents,Eenefi�s o�wre? . . . . . . . . . . . . . . . . . . . . . . ❑ �
2. If tleath occurred aiter Dec. 12, 1982,tlld tleceEenl lransler p�opetlywit�in one year ot tleat�
witnout receiving aEequate considera�ion? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑ ❑X
3. �idtlece0enlownan'inimsifor'orpayable-uDomEeathEankaccomtorsecurilyal�IsorherCealM19 . . . . . ❑ �
4. Oitl tl¢Cetl¢nl Own dn IntllvidVal re�iremen�aCmunL annuiry,or o1M1er nompmba�e pmperty,wM1icM1 ��1
con�ainsabeneilciarytlesignation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 LJ
IF THE AN5WEN TO ANY OF THE ABOVE pUE5TI0N5 IS VES, YOU MUST COMPLETE SCHEDULE G AND F0.E IT AS PART OF THE RETIIRN.
Fa tlates o(deal�on or after July 1, 1994, antl before Jan. 1, 1995,t�e tax rate ImOosetl on t�e ne�value of Uansfers to oi for t�e use ot I�e surviNng spouse
Is 3 percenl[]2 PS.�Bt 1 fi(e)(1.1�(iJ].
For dates of dealh on or after Jan. 1, 1995, Ihe lax rate ImposeC on the net value of Irans(ers to or (or ihe use ot Ihe surviving spouse Is 0 percent
�➢2 P.S.§9116 (a)(1.1)Q�)]_The stalute Jces no�ezempt a Vanster�o a survrving spouse�mm lax,antl(M1e staW lory requiremenk tw tllsclosu�e of essels entl
filing a tax reWm are sti0 a0�licable even If tM1e surviving spouse Is tM1e only beneficiary.
Fw tlales oi dea��on or af�er July 1,2000�.
• T�e�ax rate imposed on t�e net value o(Vansfers from a tleceasetl chlltl 21 years o/age or younger at deat� to or for Ihe use of a naWral parent an
adoplive parent or a s�ep-paren�o(ihe child is 0 percenl[]2 PS§9116(a)�12)�.
• The lax rate ImposeJ on the net value o(Uansfers lo or For(pe use of iM1e decetlenfs Ilneal beneficiaries Is 4.5 cercent ercep�as noted in�]2 P.S.§9116(a)(1��.
• Tpe lax rale Imposetl on IM1e nel value oi lransfers ta or for ihe use ot tM1e Eecetlenfs siblings is 12 percenl []2 P.S.§9116�a��1 S�]. A sibling is tle(inetl.
untlerSection 9ID2,as an indivitlual who has at least one parent in common with ihe tlecedent whelher by blood or aCoplion.
anwsri a o00
PEv-t5�E%�(PII)
pennsylvania SCHEDULE B
OEPARTMEM OF REVENIIE �
INHERfTANCETAXREfURN STOCKS & BONDS
RESDENTDECEDENT
ESTATE OF FILE NUMBER
M� J. Bbeieole
All prapeNy�ointly ownetl wltM1 ripM1�oi auMvorsM1�p mus�be Ohclofatl m SCM1etlule F.
ITEM VAWEAT�AIE
NUMBEF �ESCRIPiION OFCfATH
1. Wivdstream Common SGock
223 eharee @10.46/eh 2,332
2 Ceatury Livk Common etock
150 Bhares 641.24/eG 6,186
TOTAL (Also anter on Line 2.RecaplWla�ion) § B�518
3W<696 2000 I�1I10!¢5p3C¢IS 112PdQd,lO52f�2ddlli011dI5�2P15 O�lb2 Sdfll¢52¢
FEV-1 WB E%r(pF1P�
pennsylvania SCHEDULE E
osau+�r.Ei+rora�Hue CASH, BANK DEPOSITS& MISC.
aEvoEr+roEc'oeiM'"R� PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
Masv J. Ebereole
Inclutle�Fe pmceaEs ol li�igafm anE IM ONe the pmcrels vrere rexlueE by t�e ealale.
All ro en 'ointl ownetlwithrl htoisurvivorsM1i muntbeEisclosetlonSc�atluleF.
ITEM VRLIIE AT DATE
NUMBER �ESCRIPTION OF OEATH
t. M4T eaak 1�,556
2 Membei'e Fix'et Z�
3 OS Saviage Bonde - eee ettached valuation report 217
TOTAL(Also enter on Ilne 5,ftecapilula�ion) { 19,800
xwa6ao xDoc If more spare is neeUM,ute a4UXunal sM1eHs Mpaper oRM1e ssme a'¢e.
ae�:�5n.a o�-fm-�m �
pennsylvania SCHEDULE F
A"s ..Hce=�,�.�arv JOINTLKOWNEDPROPERTY
FxroEOEOF..
ESTATE OF: FILE NUMBER:
Marv J. Sbeisole
Nan esset bacema�olMlyow�retlwXM1in oM yeer OI�M1E tkcehM's Uete of Ceat�,X m�t be repMetl m SCMtluk G
Sl1MN1�GJOMI@NM�S�NVA4151 ALCf£CS 1�PTIJISI�TOCEO�If
A Eberaole, Robezt G 6oa
JOIN7lV OWNED GROPERTY:
wre oFscrsranorrrmrem xoF oa.EOFOFaTM
noa naoe anreoFoenirv oEc�eurs vni�oF
NA.9Hi pry! VALLEOFPSSEf IMHi6T CEC�B.TSM9£T
1 A 1/1/2000 Centruy Liuk Commoa Stock
23 eharess @41.29 948 50.0000 474
TOTAL(nlsoenteronLirrefi,RecapiWla�ion) f g7q
sw�5ne x o0o Hmore space is neetled use atlCilional s�eets o�peper ott�e same size.
��`,",�'.`��," SCHEDULE H
pennsylvania
,wmtr�norAeveHue FUNERALEXPENSESAND
HreRi*u+cc,avaE.uaN ADMINISTRATIVE COSTS
nesoEur¢ceoEHr
ESTATE OF FILE NUMBER
M T Eb 1
UecetlenYs dabfa must be reportetl on ScheEule I.
REM
NUMBER �ESCRIPTION AMOUNT
A. FUNERAL E%PENSES:
� Cremation Sociaty 633
B. ADMINISTRATNE COSTS:
1. Personal Representative Commissions'.
Name(s�ot Personal Representativa(s)
SUeet Atldress
Ciry Slale ZIP
Vear(s)Commission Paid
2. FlimmeyFeer 1,000
3. Family Exemp�lon'Qf decetlenfs adtlress Is not Ibe same as claimanfs,attach erylanalion.)
Glaimant
SveetAtltlress
Q�y Sta�e ZIP
RelatlonsM1lp ofClaimant�o DeceEenl
4. Robate Fees:
S AccounlanlFees:
fi. TaReWmPreparerFees:
]
1 Cumberland County Hegieter of Wille 75
TOTAL(Also en�er on Line 9,RerapiNlation) $ 1�708
awa5nc a000 If more space is neeEed,use atlJi�ional sM1eels of paper of I�e same sire.
REV-1flacX.0e.121
pennsylvania SCHEDULE I
cEP��+roF ac��uc DEBTS OF DECEDENT,
�wrnr�cerr,.aerur+H MORTGAGE LIABILITIES & LIENS
aFsoeuroECEocnr
ESTATE OF FILE NUMBER
Mary J. 6bexeole
Repart debta Incurretl Ey iM1a tlecadant prlor to tleath ihat remainetl unpaitl atNe dab oltlaaM,inclutling unreimbwsetl meEical eapansec.
ITEM VPLl1E AT DATE
NUMBER DESCRIPTION OF OFATH
�- Cumberland Croeeinge 7,476
2 Dr. Oarryl Ouietwite 152
TOTAL(Also enter on Llne 10.Recapituletion) § 7,628
xwasarvz 000 If more 50ace is neetled Insetl atltlitional shee�s of the same size.
��°,"'�"`°,�,°, SCHEDULE J
pennsylvania
°E`"""�"`0`p`"`"�E ' BENEFICIARIES
INHERITANCETA%REtURN i
RESICEMDECEDEM
ESTATE OF: FILE NUMBER:
Har J. Sberaole
RELATIONSHIPTODECE�ENT AMOUNTORSHARE
NUMBER �MEANDADDRESSOFPERSON(5)REGEIVINGPROPERiV DONotListTmatx(s) OFESTATE
I TA%ABLEDISTRIBUTIONS�1nclutleouhgM1lspousaldistnbu�ionsantllansfersunder
Sec. 9116(e)(121.1
�, David R. Ebezsole
50$ of Residue: 7,228 6on 7,228
2 Robert G. Sbereole
50$ of Residue: 7,228 Soa ],228
ENIER COLLAR AMWNIS FOR�ISiR1911i1CN5 SHOW N ABOVF ON LINES 15 TIROUGH 18 OF FEV-1500 COVER SHEET,AS NPPROPRINiE.
ii rvorarwae�Eoismieunorvs
A SPWSAL OISIiEIBUilONS UN�Eft SECIION 9t 13 FOR WHICH AN ELECTON TO TA%IS NOT TAKEN:
1.
6.CMRRITABLEANDGOVERNMENTALDISTRIBUTIONS�.
1
TOTAL OF PART 0�ENTER TOTqL NON-TNXAB�E DISTRIBUTIONS ON LINE 13 0F REV-1500 COVER SHEET. S 0
s�w5ni x o0o If more sDace Is neetletl, use atldllional shee�s of pxDer of�he same size.
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