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Home My WebLink About03-27-15 (2) Pennsylvania 1505618403 DEPARTMENT OF REVEN `='X(03-14) REV-1500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 14 0752 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 06 28 2014 01 03 1931 Decedent's Last Name Suffix Decedent's First Name MI WINCH ROBERT C (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW RX 1. Original Return ❑ 2, Supplemental Return ❑ 3. Remainder Return(date of death prior to 12-13-82) ❑ 4. Agricultural Exemption(date of ❑ 5. Future Interest Compromise(date of ❑ 6, Federal Estate Tax Return Required death on or after 7-1-2012) death after 12-12-82) RX 7. Decedent Died Testate ❑ 8, Decedent Maintained a Living Trust 0 g. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) ❑ 10. Litigation Proceeds Received ❑ 11, Non-Probate Transferee Return ❑ 12, Deferral/Election of Spousal Trusts (Schedule F and G Assets Only) ❑ 13. Business Assets ❑ 14. Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GEORGE E WENGER JR 717 263 8535 First Line of Address 147 EAST WASHINGTON STR Second Line of Address C-) M City or Post Office State ZIP Code CO CHAMBERSBURG PA 17201 f.r t Iy rte"t q rn ewengerjr(cD-hoskinson-wengerlaw.com . ') t Correspondent's email address: 9 REGISTER OFIi USE33NLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY —1 r— C7 C0 co Cn DATE FILED STAMP Side 1 � 1111111 IIIII IIIII IIIII IIIII IIIII I III IIIII IIIII IIIII IIII NII 1505618403 1505618403 , r [ 105618411 REV-1500 EX Decedents:.Social Security Number . s Decedent`s Name: Windt,:Robert C. RECAPITULATION I.. Reai.Estate(Schedule A).....:.:............. 1 i 2. Stocks and Bonds(Schedule B).:........................................................................... 2• J 3. Closely Held Corporation,Partnership or Sole-Proprietorship($chedule,G)......... 3. f 4. Mortgages and Notes Receivable(Schedule D)........:.:::.:::::.>:;.....:.:>.........:::,:.:. 4. 5, Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E)..,:...... S. 41;,440-75 6. Jointly Owned Property(Schedule I ❑ Separate Billing Requested....... 6.. i 7 Inter,Vivos Transfers&Misceflaneous Nan-Probate Property (Schedule G) ❑ Separate Billing Requested 7. 8: Total Gross Assets(totaftines 1 through 7).......,.... :..... ......... .8. 4 6,4 40.7 5, 9. Funeral Expenses and Administrative.Costs(Schedule H).:..................:.._.:_....... 9. 3,55 1•66 I 10. Debts of Decedent,"Mortgage Liabilities and Llens(Schedule 1)........ ...... 10. 2-14-633 i 1.1.s'rotai'Deduct.lons(total Cines 9 and 10)... 11. 3,8 31•2 9 12. Net Value of Estate(Line 8 minus Line 11)......::..............:................................... 12.. 142,61[19o46 i3. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made(ScheduleJ)-.....K................i........-.1.......... 13. 14: Net Value Subject to Tax,(Line 12 minus Line 13).............. :... 14. 42,6 0:9.46 i TAIL CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES } 15. Amount of Line 141axable at the spousal:tax rate,or transfers under Sec.9116 (a)(1.2)X.00, 15. 0.1113 t 16. Amount of Line 14 taxable at lineal rate X.045 42-,6139.'4 6 16. 1-,917.43, 17, Amount of Line 14 taxable at sibling rate X.12 0.O D 17. 0.00 18. Amount of tine 14 taxable at Collateral rate X.15 0•00. ?$, a•a D 19. TAX DUE..................................:....................................:.....................,.....:......:.:., 19: 1,917-43 20_ FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ , { tinder penalties of perjury,l declam.t 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 prepare•other than the person responsible for firing the return is based on all information of which preparer has any knowledge. } SIGN TURF OF PE ON RESPONSI LE FOR FILING RETURN Casa Dawn Swope f.nATE k3 tw ADDRESS I 305 Skyview Drive,York,PA 17406 SiGNATU PREP R OTN N REPR NTATNE George E.Wenger Jr: DATE ADDRESS 147 Zast Washington Street.Char{bembu``rg,PA 17201 Side 2 i. 1505618411 1505618411. i • i REV-1500 EX Page 3 File Number 21-14-0752 Decedent's Complete Address: DECEDENT'S NAME Winch, Robert C. STREETADDRESS 121 Walnut Bottom Road CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) 1,917.43 2. Credits/Payments A. Prior Payments B. Discount 0.00 Total Credits(A +B) (2) 0.00 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 1,917.43 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;..........I.................................................................... ❑ b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x c. retain a reversionary interest;or............................................................................................................... ❑ d. receive the promise for life of either payments,benefits or care?.......:........................... ......................... ❑ ❑x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.................................................................................................................... x❑ 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 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after January 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 step-parent 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-1508 EX+(08-12) SCHEDULE E pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Winch, Robert C. 21-14-0752 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Bank of America-checking account#ending 6158 42,003.31 2 Shippensburg Health Care Center-resident refund 770.00 3 Susquehanna Bank-savings account#497634720 1,914.44 4 The Florida United Methodist Foundation,Inc. -refund of balance in trust fund 1,399.00 5 United States Treasury-2014 income tax refund 354.00 TOTAL(Also enter on Line 5, Recapitulation) 46,440.75 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev.08-12) REV-1511 EX+(08.13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Winch, Robert C. 21-14-0752 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid Waived 2. Attorney's Fees Hoskinson &Wenger 2,900.00 3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State ZiD Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 200.50 5. Accountant's Fees 6. Tax Return Preparer's Fees Loretta R.Wilhide 125.00 7. Other Administrative Costs 326.16 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 3,551.66 Copyright(c)2013 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.08-13) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Winch, Robert C. 21-14-0752 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Clerk of Orphans'Court-filing fee-Final Agreement and Release 20.00 2 Cumberland Law Journal -estate advertising 75.00 3 Margaret M.Ackerman -notary fees 30.00 4 The Sentinel-estate advertising 201.16 H-87 326.16 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX+(12-12) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Winch, Robert C. 21-14-0752 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 Trinity Pharmacy Services Newport-balance due 279.63 TOTAL(Also enter on Line 10, Recapitulation) 279.63 (If more space is needed,additional pages of the same size) Copyright(c)2012 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-12) REV-1513 EX-1(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Winch, Robert C. 21-14-0752 RELATIONSHIP TO NUMBER NAME AND ADDRESS OF DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S)RECEIVING PROPERTY (Words) ($$$) Do Not ist rustee s I. TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] Bonnie Ann Stevens Stepchild one-half of 2920 Luther Drive residue Chambersburg, PA 17202 Rennert Stevens Other $100.00 specific 2920 Luther Drive bequest Chambersburg, PA 17202 Casa Dawn Swope Stepchild one-half of 305 Skyview Drive residue York, PA 17406 Donald L.Swope Other $100.00 specific 305 Skyview Drive bequest York, PA 17406 Total Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) ill q1VSt=':11ntt c� I, ROBERT C. WINCH, of 2085 Wayne Road, Apt. 118, Chambersburg, Franklin County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my last Will and Testament, hereby revoking and making void any and all other Wills and/or Codicils by me at any time heretofore made. FIRST I direct the payment of my debts and expenses of my last illness and funeral from a my estate as soon after my death as conveniently may be done. SECOND I give and bequeath the sum of One Hundred ($100.00) Dollars, to each of my Stepsons In-Laws, DONALD L. SWOPE and RENNERT STEVENS. THIRD All the rest residue and remainder of my estate, real and personal, I give, devise and bequeath, in equal shares, to my Stepdaughters, BONNIE ANN STEVENS and CASA DAWN SWOPE. In the event either one of them predecease me, the beneficiary or children of any child who has predeceased me to take in equal shares the share that his or her parent would have taken if living. FOURTH I have intentionally made no provision for my Wife, MARIANN B. WINCH. FIFTH I direct that any and all Inheritance, Estate and Transfer Taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate. SIXTH In addition to the powers conferred by law, I authorize my personal representatives, in their absolute discretion: A. To retain in the form received, and to sell either at public or private sale any real or personal property. B. To manage real estate. 1 C. To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification. D. To exercise any option or rights arising from ownership investments. E. To compromise claims without court approval, and without the consent of any Beneficiary. SEVENTH I appoint my Stepdaughters, BONNIE ANN STEVENS and CASA DAWN SWOPE, as Executrices of this will. No fiduciary appointed herein shall be required to file a bond for performance of fiduciary duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament on Z 7 , 2009. �" ' `✓. '-�., (SEAL) ROBERT C. WINCH Signed, published and declared by the Testator, ROBERT C. WINCH, as and for his last Will and Testament, in the presence of us, who have, at his request, signed this Will as Witnesses, in the presence of the Testator, ROBERT C. WINCH, and of each other. WITNESS: •�� 1 WITNESS: 2 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN I, ROBERT C. WINCH, the Testator, 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 and Testament; and that 1 signed it willingly and as my free and voluntary act for the purposes therein expressed. WITNESS my hand and official seal, the day and year aforesaid. c PO T C. INC , TESTATOR P0 � . Notary Public commonwealth of Penns Ivania NOTARIAL SEAL AFFIDAVIT PENNY R.MORRISON,NOTARY PUBLIC BOROUGH OF CHA'i'ABERSBURG,FRANKLIN COUNTY MY C0Mf01,!SSION'=XPIRES MAY 19,2010 COMMONWEALTH OF PENNSYLVANIA COUNTY OF FRANKLIN We, .-�� c .�nd � _ �r �� , the Witnesses, whose names are s'gned to the i6ttached or foregoirfg instrument, being first duly sworn and qualified according to law, do depose and say to the undersigned authority that we were present and saw theTestator sign and execute the instrument as his Will; that the Testator had signed willingly'(-Or willingly directed another to sign for him) and executed it as his free and voluntary act for the purposes therein expressed; that each of the subscribing Witnesses, in the presence and hearing of the Testator, signed the Will as a Witness; and that to the best of our knowledge the Testator was at the time 18 years of age or older, of sound mind and under no constraint-ofiundu nfluenc J WITNES SS Sworn and su scribed efore me this ay of ' 2009. Notaryublic Crmmnr .�^!'"r{PennsvlvaNa R. PENNY R. BOROUGHOi=CNA;:': - Llfa COUNTY MY CONi(JlISShi.' X'I S'i:aY 15,X010 3