HomeMy WebLinkAbout03-20-15 pennsylvania 1505614105
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REV-1500 OFFICIAL USE ONLY
Bureau of Individual Taxes Gounty Cotle Vear File Number
PO BOx 280601 INHERITANCE TAX RETURN �, i ' / /C� �
htamsburg PA 17128-0601 RESIDENT DECEDENT �2�� �I '� ��I L �'1 /
ENTER DECEDENT INFORMATION BEIOW
SOtidl 5¢CUnty Numbe� �ate of�eath MMO�YYYY Date Of Blrth MMDDYYYY
� � �o/ �ol 'i `�1 � � �93 �j
Decedenfs Last Name Suffix DecetlenPs First Name MI
✓vl 077E12 — �o LO �e�S fF
(If Appllcable�Enter Surviving Spouse's Inbrmatlon Below � �
Spouse's Lasf Name SURx Spouse's Flrst Name MI
. .. . .^I. . .. , � ._. ,.._ . ..... .
� /v / � . . . . . . .. ..� . ���. ... .
THIS RETl1RN MUST BE FILED IN �UPLICATE WITH THE
REGISTER OF WILLS
FILL IN APVROPRIATE OVALS BELOW
� 1. Original ReNm � O Z,Supplemen�al ReWm p 3. Remaintler ReWm(date of tleath
pnorta 12-13-82)
p 4.AgricWNre ExemO�ion(tlale o( p 5.FUNre Interest Compromise(date o( p 6. Fetleral Estate Tax ReWm Requiretl
4eatM1 on or after]-0-2012) tleath afler 1212-82)
� �� ].Decetlent Died Teslate O e. DeceCent Main�aine0 a Living Tmsl _ 9. Total Num�erof Sate Deposit Boxes
(AHarl�copy ot will.) (Atlach copY of tmsL)
p iQ Litigallon Proceeds Received O ��- Non-Pmbate Transkree ReWm O 12, DefertaVElec�ion of Spousal Tmsts
(Schetlule F anE G Assets Only)
O 13. Business Assets O td. Spouse is Sole Benefciary
. �Na wst Imolved)
CORRESPONOENT- THIS SECTION MUST BE COMPLETEO.ALL CORFESPONOENCE AND CONFIDENTIAL TA%MFOFMATION SNOUL�BE DIRECiED T0:
Name Oay�ime Telephone Number
(r✓!E(ro�2y Q � c�i � rt�5crt� A . M�-r7G72 c�_ 38s- '14gy `�--
. . . ._ .. . . . .. . .. . . i L%r W2J�. . ,j.50—(� .SOO
First Lina of Address �
sa 5 6 raE,4�ov✓ ¢rGoou� y r(_
Secontl Line of Atltlress
. ..._... _.. .. ... .. . . . .. .. . .. . . .... .
City or Post ORme S��e ZIP Catle
CorraspontlanPsemallatltlrass LmO�I e�SaS l/I` �� r�o �p ����
rttc CH A-+J(C� r3�IR (r
6 � co,nca�f n a� -,
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REGIS GIY�WILLS tl�ONLY '
REGISTEROFWILLSOSEONLV � . -� '�� . �� ��
�.��'-0ATEFILEOMM�DYVYY . � - n� � ��
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DATEFILE�STAMV � ����
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3� , ����Y _ ��y ,� � — ; � `�
PLEASE VSE ORIGINAL FORM ONLY
Side 1
L IIIIIIIIIIIIIIIIII�I��II��II�II411�1��111111111111111111 1505614105 _J ��
' 1
1505614205
REV-1'500 EX(FI)
RECAPITULATION {
1. Real Estate(Schedule A). ...... ............... .... ... .. ...... . ..... ..
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 I. ...... 5. 3
6. Jointly Owned Property(Schedule F) O Separate Billing Requested .... ... 6. j -�-
7. Inter-Vivos Transfers&Miscellaneous Non-Propate Property
(Schedule G) O Separate Billing Requested..... ... 7. - -
8.. Total Gross Assets(total Lines 1 through 7).... ....... ...... ........ ... . 8. 3 U • 13
9. Funeral Expenses and Administrative Costs(Schedule H)......... .... ...... 9. f
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............... 10.
11. Total Deductions(total Lines 9 and 10). ......... .. .... .......... ...... . 11.
12. Net Value of Estate(Line 8 minus Line 11) .............. ............ ... 12.
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. /tCi,j,+OA
15.TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES WlA�'
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116Mu �_m._ �. W_ ._ ..� _._ �. .... __�_
F....
.. `
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.
19: TAX DUE ........ ........ ...................... ........... .... ... . 19.1 --e-
-----------........
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT p
Under penalties of perjury,I declare 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 person responsible for filing the return is based on all information of which preparer has
any knowledge.
SIG E OF PER N ESPONSIBLE FOR FILING RETURN DATE
W _6
ADDR S
�'a S b M�svo�+3✓u�oyt- D�--, ��C.K��c S�v,2-(ri �� I o S`�o
SIGNATURE OF.PREPARER OTHER THAN PERSON RESPONSIBLE FOR FILING THE RETURN DATE
ADDRESS
Side 2
1 14 1505614205
REV4500 EX (Fp Page J Fil¢Number �Cf.) I V — �� �` � �
Decedent's Complete Address:
DECE�ENT'SNAME
�o r-o/G�S A r1�-z 7�2
sraeeraooRess ���
C ��N (Z-+ D(t� nfU2Siro (r H�� �
ciTv NEvJ d111E sr�� zia/ a __.
Tax Payments and Credits:
1. Tax�ue(Pa9e 2,Line 19) (7) �}-
2. CreaityPaymen�s
A.PriOr Payments
B.Disaunt
(Seelnsimclions.) TotalCraalis(A+B) (2) �—
3. Interes� �_
(3)
G. If Line 2 is greater ihan Line 1 +Line 3,enler ihe diHerence. This is�he OVERPAYMENT.
FIII in oval on Page 1,Line YO to request a refund. (4) �'
6. If Llne 1 +Line 31s grealer Ihan Line 2,en�er Ihe diflerenca This is�he TAX DUE. (6) �
Make check payable to: REGISTER OF WILLS, AGENT.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did OeceOent make a iransfer and�, Yes No
a. re�ainlheuseorinwmeofthepmpertytransferred ......... . ................. ........._. ._,,..,..,. ❑ �
b. re�ain Ihe righ��o designa�e who shall use Ihe pmperty�2nsferred or its income ................................._....._.. ❑ �
c. retain a reversionary in�eres� ........_..... . ................. ............_.... ..._..........,.. .,..,..,..,,, ❑ �
tl. receivetheDmmiseforlifeofeiUerpaYmenls,benefisorcare?.............................................................._...... ❑ 0
2. If death occurred ailer Dec.12,1982,did tlecedent iransfer property within one year of tleath
withou�receivingade9uateconside2�ion? ................ ................ ........._.._... ._.._... ❑ �
3. Did decedent own an"in hust for'or payableupon-0ea�h bank acwunt or security at his or her dealh?.............. ❑ �
4. Did deceden�own an individual retirement accoun�,annuiry or o�her noo-proba�e properry,which
containsabenefciarytlesignation? ......... . . ............... . . ................ . „ ,..,,.,..,...,. ..,...,..,. ❑ �
IF THE ANSWER TO ANY OF THE ABOVE�UESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or aflerJuly 1, 1994,and 6efare Jan. 1, 1995,ihe tax rate impased on the net value of transfers�o or for ihe use of Ihe surviving spouse
�saperceoipzPs §ens(a���.�������.
For dates of dea�h on or afler Jan. 1, 1995, Ihe tax rate imposed on ihe net value of Iransfers to or for the use of ihe surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)].The s�atute does not exempt a Vansfer to a surviving spouse From�ax,and ihe slatutory requirements for disclosure of assets and
filing a tax reNrn are slill applira6le even if the surviving spouse is ihe only beneficiary.
Por dates of death on or aAer July i,2000:
. The tax rate imposed on the net value of transfers from a deceased child 21 years ot age or younger at death to or for ihe use of a natual parent, an
atloptive parent or a step�parec�of the child is 0 percent�72 P.S.§9116(a�(12)].
. Thetaxrateimposedonihenetvalueofiransfersroorfortheuseo�ihedecedenPslinealbeneficiadesis4.5percent,exceptasnotedin[72P5.§9116�a)�1)�.
. The tax rate imposed on the net value of lrensfers to or for lhe use of Ihe decedenfs sihlings is 12 percent[72 P.S. §9116�a)(1.3)].A sibling is defined,
under Section 9102,as an indivitlual who has at least ane parent in common wilh Ihe decedent,whether 6y blood or adoption.
Last Will and Testament of Dolores A. Motter
I, Dolores A. Motter, of 2329 Ritner ifighwly,Wesl Pennsboro Township,
Cumberland CounPy, Pen�sylvania, being of sound and disposing mind,
memory, and i��iderd[anding, declare the fullowi�g to be my !ast will and �
tesfame�t, he�eby revoking any and all wills and mdicils by me at any time
heretofore made.
]f�� �, ! direct that my Executor(ix) pay all my ;ust debte arid
funeralexpenses.
Ltem iI. I hereby give, devise and bequeath all oE my property both
rcal and personal to my children: Steven J. Mottcr, born February 15, 7957; Gary
L. Motteq bom September 9, 1960; Gregory B. Motter, born June 10, 19Fi4; and,
Barbaca A. Gregoire,born October 25, 1970, in equal share (per stirpes)p�ovided
they sarvive me by thirty days.
Item 111. In the event any of my chiidren fail to survive me by 30
days,then I direct that that child's share sha]I go to his or her surviving children.
� Item1V. I nortinzte, constit�te and appoint Gcegory H_ Motter
and/oc tiliz.abeth A. Motter, as my exccutor(ix). The exee�toc(ix) shall be
permitted to serve without bond.
IN WITNESS WHEAEOF, I have hereunto se¢ my hand and seal this 6'"
day of December, 2001.
��o. ���
Dolores A.Motre�-
Signed, scated, published and declared by the above-named testatrix, as and for
hec last will and testament, who at her request, in her prese�ce, in our presence,
and in the presence of each other, have hereunto subscribed ouc names as
attestlng wiCnesses:
n�,��:.y.� ��. T_.�`-'����(1 ,�l'S
� \
COMMONWF.ALTHOFPGNNSYLVAMA � S5.
COUNTY OP CUM[3GRLAND )
We, zD � � . Ul.v_�'� and � the
witnesses w iosc names are sig ed to the attached or foregoing instru ent,being
duly qualified accordin� to law, do dcposc nnd say that we were p �ent and
saw tes'latrix sign and executc thc instmment as her last will,and that s e signed
willingly and that she execoted it as her free and voluntary act fur tha putpos'es
therein contained, that each of us in the hearing and sight uf the tcstatrix signed
the will as wimesses; and t�ha[ to the best of our knowledge, the testat�ix was at
that time l8 oc �nore years of age, u[ sound mind and wider nu constraint or
undue influence.
(�T"`�'�--�""'�`���/�-t_ t'J
—� i
Sworn to and subsccibed before me
this 6th of Decembcr,2001.
�\ " /
Notary
. ' ---hmnnxueal �
pn�s M Cox.Noary Pu01ic
Cadisle BomugM1.CumOetlana Goun�y
My cnmmizaon e�0i�¢s luly Id.200$ �
COMMOMNEACCH OF PENNSYLVANIA � SS>
COUN1'YOFCUMBERLAND )
1, Dolores A. Motteq whose name is signed to �nc attached oe foregoing
instrument, having been duly qualified acmcding tu law, do hereby
acknowledge th2t I signed and executed the instmment as my last will, that I
signed it willingly, and th�t i sit;ned it �s my free and voluntary act for the
purposes thereiii expressed.
DoLores A. Mottec
Sworn to and subscribed before me
this 6th of December,2001.
`�"..—�`� �' % _
Notary
NolanalSeal
Anne M.Co�.Nolary Public
Cmhsle Borough,Cumberland Connry
My wmm¢s�on rm�res lulv Id. )O�T �
PE0.t5o8 E%+(o&i�)
"i'' pennsylvania SCNEDULE E
�� oeann±mervroFnevenue CASH� BANK DEPOSITS&MISC.
ir�rEni.�Hce*a�arrua� pER50NALPROPERTV
PFSI�EN 9ECE
�EM
ESfATE Of: fILE NUMBER:
��WrP�.—S R MO� 7c� _. ---- �l�/ — OOa� 9
indude[he proceeds a(litigation and[he date Ihe O�aeees were rxeivee by[he esta[e.
All property joi�Rly owried wkh rgh[ot surviwrship muat be tliulosetl on Schetlule F.
ITEM VA W E AT�ATE
NUMBEft DESCR[FIION OP DFATH
�. J�'� t 7 /S f�N K- Jl7JM �9 °�� 8y q 13
��o W/��Nv7 (�
GoYRus� , �� � �oi3
�HGcu.�Nt� � �co�n�� � (� i � as49�
TOTAL(Alw en[er on Line 5, Recapitulation) ; 3� 0 �f 9� �3
If more space is needed,use aeeitianal sheels a/OaOer of[he same size.
p M�s�
�
DOLOItG': T yl0'C'I'4;R �,••
— 49Q GNJLA hIJ
NFWVILLI( i'!� I-2A1
�N'fL3 S'f SARNL� I'Ok oPAlCM3N'1' VtlN10J �..L IJC6 _ 'ARLISLG
ncco�m�r suMMaaY
-- orHr.�: e.xo�xc
� �NC6 ( YER ➢�ITIUNS CI1:'.- 9V�tFr`^RON S SLiC9'f PU OAWNC6
NC
?.L � 1 0.��0
/4CCO11N'P AC'PNITY
FOSTIN4 y [� INIf.VkV Hi3R �➢1LY
�ITTt' GJ'fLON t aPC'VIONS
1-.J ti[MlaNG UA4ANC:. 5J�099_U
L9 USEO..L q .�. .1 C.00
SNIIINp IfN�➢NCS cp.60
YOl II L 111� 1 . 1 .
T- [OVI
CHOO�IN[J4Cd IFI�:1 O! VpL�NO (luk..E
A UC/t
)O4'�A N 1 c Ff.4'.S�kOR L FRL�F � PL[C A°�� 1N
T.iF� iOW:'. J .
W] '6 T �hl I N �
AI1[] OfIV.'A h pN U�8'CAH ����
1l1 e0 � ). O:. P . 1 (l . l_l I . O iSi.�.MT MPF0. F.IC
R9/-I51 I I s� iN.-".�.
i` pennsylvania SCHEDULE H
� oEanarnErvroFnEVErvuF FUNERAL EXPENSES AND
����E�*A��E*AxaRuA� pDMINISTRATIVE COSTS
ars�oeNr oECEoervr
ESTATE OF ��' ^ n�S R ' M07 /G/�– ��E NUMBER
wR a.�4 - OO��t �!
� �ecedenPs Oebts must be reported on ScheOule I.
ITEM
NUMBER DESCRIPTION AMOUNT
0. FUNERAL EXPENSES', � 4
�. W�NIr d �A?H�S �UNEJZhL HOMc �(n1G . c3 � $6 • '/
(�jML�S � , ��
B. ADMINISTRATIVE CO5T5:
L PerSonalRepresentativeCommissions: p
mame(s; of Personal Represen!ative(s)�y.(�-AR-y p.�_+.�`U.Z/f{c�N R � M'�77 4/�� � S `�
Streetnetlass $a5� NlEkDOu/Qd.OdK V/(� /� . . ._._
oro �i:.CHkr✓ILS$JK(r s�are/"Fr z�v �rlo5�
Year(s)Commission Paitl'. __. ��(� . . . ..
/ . — . —
2. Attomey Fees'. �—
3. Fami�.y�emptlon: (If tlecedenfs adGress�is no[the same u datmanPs,attac�explanatlon.� ���.
Claiman[ . . ... _... . . . . . .
Stree[AGtlress
Ciry . .. -- . . . Stare . _ .. ZIP . . .
Relafionshio of Claimant to Decedent
4. Pmbate Fees'. —
s. accountant Fees: — � /�p � ._
fi. Tax Retum Preparer Fees: F{ { Q �C�(,r
].
TOTAL(Also enter on Line 9, Recapitula[ian) ; 3 � 4 S . b y
i pennsylvania SCHEDULE I
� oePnA-mervroFaeiervue DEBTS OF DECEDENT�
�^'��E°1PNCE�"*aE�°"" MORTGAGE LIABILITIES & LIENS
UFC[D W i
ESTATE OF R FILE NUMBER
�OUJ2r.� dF M07� ,F�'C_ 2al (� _ p0a ��
Report 0¢bts incurreE by the deaEen[prior M Eeath[hat remained unpaiE a[[�e Eate ot Eeath,induding unreimbursetl medical expenses.
ITEM VAW E FT�FTE
NIIMBER �ESCRIGTION OF�FATH
, N�2s �nl� No� PayM�N7 °" / S "7� . 9 °
(Ty1,c�7�f 12a9(rc` � Ncv�l V�ufa , /�� r'Jd � l i
a N� w v � v,� r.o�M rk-�^^
IjULk� (F' t l '�
i 9 5 . 40-
707A1(Also enter on Line t0, RecapiNlation) f n nn .
11 more space u neeaed,Inseh adtlitional sfieeb of the mme siie.
Estate of Dolores A. Motter
c/o Gregory e. and Elizabeth A. Motter, co-executors
5256 Meadowbrook Drive
Mechanicsburg, PA 17050
pv�sso-asoo a (�v�sssaasa
March 19,2015
Cumberland County Courthouse
Attn: Register of Wills Office
1 Courthouse Square
Carlisle, PA 17013
RE DOLORES A. MOTTER EstateIX2014-00249
Dear Sir or Madam,
Endosed please find the Inheritance Tax retum to finalize and dose this Estate. Kindly forward the
required information to[he Dept.of Revenue.
Thank you for your attention m this matter,and if you have any ques[ions, please do not hesitate to
contact us.
i.' �� 1
� � j
Gregory izabe h Motter, m-eaeators
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REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY .'��. GRANT OF LETTERS
PENNSYLVANIA � ' � -
r
� y 3�
.. ySW��y y�.�+�. :
Y'au 1�
No. 2074- 00249 YA No. 21- 74- 0249
Estate Of: DOCORESAMOTTER
Late Of: WfSTPENNSBOROTOWNSHIP
CUMBfRLAND COUNTY
Oeceased
Social SecuriLy No:
WFIEREAS, on the 19th day of March 1014 an inserument dated
December 5th 200] was admitted to probate as the last wi..11 of
DOLORES A MOTTER
late of WEST PENNSBORO TOWNSH/P, CUMBERLAND County,
who died on Lhe 10th day of January 201d and,
WFIEXEnS, a true copy of the wi17 as probae.ed is an�exed hereto.
Z'FIEREFORG, 7, L/SA M. GRAYSON, ESQ. _ _ . , Register of Wills in and
for CUM&ERLANll County, i.n the Commonwealth of Pennsylvania, heseby
certify that I have this day granted Letters TES7AMENTARYto:
GREGORY 8 MOTTER and ECIZABETH A MOTTER
who have duly qualiYied as EXECUTOR/R/X/
and havc aqmed to administer the estzite acmrdiny to law, all of whi.ch
fully apyears of remrd i.n my office at CUMBERLAND COUNTY COURTHOUSE,
CARLlSLE, PENNSYLVANIA.
IN TESTIMONY WIIEXE:OP, I have hereunLo set my hand and atfixed Lhe seal
of my offi ce on the 77th day of Marr.h 2074.
i �
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K'I� �!L� i � �( d � ,�'��_
�t` � „ �,�, ,e�w�� �
��_1 C1 d� �, �'� � �,� ,���)'�- _ _
o n�ry� ' �
**NOTE** ALL NAMES ABOVE IIPPEAR (FIRS7', MIUDLE, LAS7')