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Home My WebLink About04-28-15 (3) J «`�,�' pennsylvania 1505618403 DEPARTMENT OF REVEN�X(03-14) REV-1500 OFFICIAL USE ONLY Counry Code Year File Number Bureau of Individual Taxes �NHERITANCE TAX RETURN PO BOX 280601 21 13 013 3 5 � Harrisbur PA �7128-oso� RESIDENT DECEDENT ENTER DECEGENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11 27 2013 08 19 1934 DecedenYs Last Name Suffix DecedenYs First Name M� SCHNEIER DOLORES M (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 a 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) a7. Decedent Died Testate � 8. Decedent Maintained a Living Trust 9. Total Number of Safe Deposit Boxes (Attach copy of will) (Attach copy of trust.) — � 10. Litigation Proceeds Received � 11. Non-Probate Transferee Return � 12. Deferra�/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 T0: Name Daytime Telephone Number LEONARD TINTNER ESQUIRE 717 236 9377 First Line of Address 315 NORTH FRONT STREET Second Line of Address City or Post Office State ZIP Code HARRISBURG PA 17101 CorrespondenYs email address: � � EGISTER OF� LS � LY O '�,7J G7 c�' REGISTER OF WILLS USE ONLY � � � 'CF� � . DATE FILED MMDDYYYY ("T1 l,., � �'"� �� a_'i �„ (.... � ,,_..,� �-r� � � I'i —�7 'J � <.._ _.. _.,. �,.� ,. ,,. c:�7 -_ � _",.:` -�� t;,> c-"�' ;� .,�� ' ;'-DA��FILED STAIVI� � . =� t"' � � O � -r� N Side 1 � I I��I�I III�I�IIII��III�IIII�II�I II��I IIIII�IIII��II�IIII II�I 1505618403 1505618403 � � � 1505618411 REV-1500 EX DecedenYs Sociai Security Number DecedenYs Name: SCllll@lel", Dolores M. 2❑1 2 6 12 9 2 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. 4 ,6 81 - 5 7 6. Jointly Owned Property(Schedule F) �; Separate Billing Requested............ 6. Schedule G) on-Probate Property 7. �nter-Vivos Transfers&Miscellaneous N J Separate Billing Requested............ 7. 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 4 ,6 81 - 5 7 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 2 ,3 6 2 • 2 6 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I)............................ 10. 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 2 ,3 6 2 - 2 6 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 2 ,319 • 31 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. 2 ,319 • 31 ---._ _ TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 15. 0 - 0 0 16. Amount of Line 14 taxable at lineal rate X .045 2 ,319 • 31 �6. 10 4 • 3 7 17. Amount of Line 14 taxable at sibling rate X .12 0 • 0❑ �7 � • ❑� 18. Amount of Line 14 taxable at collateral rate X.15 0 • 0❑ �$� � • ❑0 19. TAX DUE................................................................................................................ 19. 1�4 • 3 7 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT � 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN rea M. cy uDATE .ira_ /� /- -/� ADDRESS -r ,_. 5430 Westbury Drive, Enola, PA 17025-3315 ��-�, SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE L rd Tin r Es ire---�� DnTE ( � � ��y��' ADDRESS 315 North Front Street, Harrisburg, PA 17101 I I��II II��I�I II��I�I�IIII�II�I IIIII IIII�I I�I IIIII II�I I�II Side 2 � 1505618411 1505618411 � REV-1500 EX Page 3 File Number 21-13-01335 Decedent's Complete Address: DECEDENT'S NAME Schneier, Dolores M. _ --- - STREET ADDRESS 940 Walnut Bottom Road — -- _—. - - — — CITY .. �STATE ZIP Carlisle � PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 104.37 2. Credits/Payments A. Prior Payments _ _ B. Discount 0.00 Total Credits(A +g) (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) �04.37 Make Check Payable to: REGISTER OF WILLS, AGENT. _— ��III �� 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:............................................................................... �_ � b. retain the right to designate who shall use the property transferred or its income:.................................. [� x i c. retain a reversionary interest;or............................................................................................................... I J :� d. receive the promise for life of either payments,benefits or care?............................................................ I_I �',_x� 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without r� �x� receiving adequate consideration?.................................................................................................................... 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ �� 4. Did decedent own an individual retirement account, annuity,or other non-probate property which , IF THE ANSWER TO ANY FeTHfE A OVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1��I ' �� 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 decedenYs 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 decedenYs 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 OFREVENUE p E RS O NAL P RO P E RTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IFILE NUMBER Schneier, Dolores M. 21-13-01335 Include the proceeds of litigation and lhe date the proceeds were received by the estate. All property jointly-ownedwith the right of survivorship must be disclosed on schedule F. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 1 Orrstown Bank 4,681.57 TOTAL(Also enter on Line 5, Recapitulation) 4,681.57 (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+�(OS-13) SCHEDULE H pennsylvania DEPARTMENTOFREVENUE FUNERAL EXPENSES AND INHERITANCETAXRETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Schneier, Dolores M. 21-13-01335 DecedenYs debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER q, FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Andrea M. Lacy Street Address 5430 Westbury Drive City Enola State PA Zio 17025-3315 Year(s)Commission Paid 2015 750.00 2. Attorney's Fees Boswell, Tintner 8� Piccola 750.00 3. Fami�y Exemption: (If decedenYs address is not the same as claimanYs,attach explanation) Claimant Street Address City State Z�n Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 138.50 5. AccountanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 723.76 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 2,362.26 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 Schneier, Dolores M. 21-13-01335 ITEM DESCRIPTION AMOUNT NUMBER Other Administrative Costs 1 Boswell, Tintner&Piccola-reserve for filing Family SettlementAgreement 150.00 2 Cumberland Law Journal -legal advertising 75.00 3 Dennis Perenyi -reimbursement for income tax preparation for 2013 244.50 4 The Sentinel -legal advertising 254.26 H-B7 723.76 Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98) REV-1513 EX+(Ot-10) pennsylvania SCHEDULE J DEPARTMENT OFREVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Schneier, Dolores M. 21-13-01335 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NAME AND ADDRESS OF DECEDENT NUMBER PERSON(Sl RECEIVING PROPERTY o N t ist Trustee s (Words) �$$$) TAXABLE DISTRIBUTIONS [include outright spousal I. distributions,and transfers under Sec.9116 a 1.2 Andrea M. Lacy Daughter 50% of residuary 5430 Westbury Drive estate Enola, PA 17025 Dennis R. Perenyi Son 50% of residuary Binghamton, NY estate Total Enter dollar amounts for distributions shown above on lines 15 throu h 18 on Rev 1500 cover sheet,as a ro riate. 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) � ..�� 0 ORRS ORRSTOWNBANK� P.O. Box 250; Shippensburg, PA 17257 Date 12/24/14 Page 1 Temp-Retum Service Requested Pri maY'y ACCount 111901144 Enclosures — liliii�i��ii��ili��li�l�ii�iii�i�i�lii��il�l�ilini�i�ni�lll��l =� 003841 0.6500 AT 0.406 TR00023 .•� Dolores M Schneier Estate �"� Andrea M Lacy Executrix �� Dennis R Perenyi Executor �� 5430 Westbury Dr Enola, PA 17025-3315 C H E C K I N G A C C 0 U N T S Account Title Dolores M Schneier Estate Andrea M Lacy Executrix Dennis R Perenyi Executor Free Business Checking Number of Enclosures � Account Number 111901144 Statement Dates 11/26/14 thru 12/25/14 Previous Balance 4,681 .57 Days In The Statement Period 30 Deposits/Credits .00 Average Ledger 4,681 .57 Checks/Debits .00 Average Collected 4,681 .57 Service Fee .00 Interest Paid .00 Current Balance 4,681 .57 Daily Balance Information o Date Balance "' 11 /26 4,681 .57 � � THANK YOU FOR BANKING WITH ORRSTOWN BANK 0 0 � N N r-1 �' � O O O �--I O O � � � M p O O C7 � � ri r-I O C`7 O M . � V7 N Q'O �n O� �_,__ , . __. i � �-.""'' �n O x F' p� :' a 3! � n�- �. � �C � �� ,y G Z - �� N D . ��`�� N Z � ,: �l�r�� ; �A�� A Ti ad'i�an af Excerl�ce � Silver Spring � Member F.D.I.C. 10/271'ZU14 12.�4:27 PM - Effective DatE:1�/28l2G14 Q185 " 40d0 *0�60 =� rn� Misc Checking D�bit C)m . j�}c�CX>C62496 $�1,681.57 ?�tr ��' g Checkiry Depc�sit � �rn XXXiCXG1144 $4,681.57 �� . ��. � � Gash Amount� $n �n '�N Cash Back. �0.00 �- � ALL IT'EMS l�Rk SUBJECTTO �' VERIFICATION & CC�LLECTIC�N f. �: www.arrstown.corn 7hank you! Orrstown Bank -..-F� z � � � � ,S, � tr� � -� , �o �' �,° Y I� " :�� . �. dd "� : � � � �: --..: ,� � .. � ..: � �� =� � �� a .� . . . � �,� . . 6 . � � �. �'� ' � ��.- + i _ _�- LAST WILL AND TESTAMENT OF DOLORES M. SCHNEIER I, DOLORES M. SCHNEIER, of Newburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish, and declare this instrument to be my Last Will and Testament, in the manner and form following: TiTC�T: T 1__'-_l__' 1_'"___"'1-- 11 �i7'tl} !1_ �'.�`1_ � i'lI(.71. 1IIGICDy CX�iCSSly ICVUKC All wiii5, �,ouic,li5 aiiu i�,5iariientaTy wriiiiigs ui whatsoever kind and nature heretofore made by me. SECOND: I hereby direct my hereinafter named Executors to pay all my just debts, expenses of administration, funeral expenses, and inheritance tax out of my estate, as soon as is practicable after my decease. THIRD: I give, devise and bequeath all my rest, residue, and remainder of my property, real, personal, and mixed, of which I may die seized or possessed, or over which I may have the power of testamentary disposition, of whatsoever kind and wheresoever situate, equally to my children, ANDREA M. VATHIS, of Mechanicsburg, Pennsylvania and DENNIS R. PERENYI, of Binghamton,New York, per stirpes. FOURTH: In addition to those provisions authorized by law my Executors shall have the following powers: 1. Compromise - To compromise all claims and controversies. 2. Sell, Exchan�e ar Lease - To sell at public or private sale, to exchange or to lease for any period of time any real or personal property for such terms as deemed proper; and to give options for such sales, exchanges or leases. 3. Distribution - To make distribution in kind or cash, to postpone distribution by agreement with a beneficiary and to distribute articles of tangible personalty to a minor or to any person to hold for a minor. 4. Investments - To accept in kind, retain, invest in and reinvest in any form of property, without being limited to legal investments and without regard to any principal of diversification, risk or productivity; to exercise all rights of ownerskiip in respect to such investment and to hold investments in the name of a nominee. 5. Residence - To purchase, invest in or retain real estate to be used as a residence for a beneficiary to whom income or principal may be paid. 6. Life Insurance - To continue in force any life insurance owned by me on the life of another and to exercise any settlement options provided in any sucl� policies; to purchase life insurance and annuity contracts far the benefit of a beneficiary to �vhom income or principal is payable. 7. Continuin�Business - To conduct alone or with others, any business in which I am engaged or in which I have an interest at my death with all the provisions of any owner with respect thereto, including the power to delegate discretionary duties to others, to change the earnings and invest other property of my estate in the business, and to organize a partnership or corporation to carry on the business. 8. Borrowin� - To borrow money to secure the loan by a pledge or mortgage, and to execute any accompanying bond, note ar other evidence of indebtedness authorizing the confession of judgment. 9. Common Trust Fund - To invest in a common trust fund, whenever the same is legally provided by the laws of the Commonwealth of Pennsylvania. 10. Administrative Expenses - To employ attorneys, accountants, engineers and such other persons, professionals or others, as may be necessary for the proper administration of the estate and to pay their compensation. 11. Business Mer�er, Etc. - To assent to,join in, or vote in favor of any merger, reorganization, recapitalization, voting trust plan or similar action and to delegate discretionary duties with respect thereto. FIFTH: No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. SIXTH: I hereby nominate and appoint my children, ANDREA M. VATHIS and DENI�TIS R. PERENYI, Executors of this my Last Will and Testament with full power and authority to sell, transfer and convey any or all of my property, real, personal and mixed, which in their discretion they may deem necessary in order to pay my debts and liabilities or to effect distribution of my estate in accordance with this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this�day of October, 2002. � R SEAL) DOLORES NL S HNEIER SIGNED, SEALED,PUBLISHED AND DECLEIRED by the above-named Testatrix, DOLORES M. SCHNEIER, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, all being present at the same time ave o et our hands as witnesses. /'� � _ //f/_ � iiv iii��i:� i roe,'iim�i.n� � ��i±ir. ��.a f in ��f� resiaing ai �C/c{/v ur�(/ ! v U— �. �- /�. residing at �� i�+� —r i/t�v�.0 �,'�Ltv�c n�� residing a�� '.;��x�` _ ,�1 � COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF DAUPHIN ) We, DOLORES M. SCHNEIER, and Leonard Tintner � Alycia D. Pote and Diane E. Grissinaer , the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority tllat the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly(or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, .; .i.,,. �.7:ii -a.,...,... .3 a„ ai.,. a r-_--"'-----.;_��_ �__ rr__�_�__:I__ � Si��cu �� vv��i aS wi�iic�� aiiu w uic �icS� Oi uu► xiivwicu�c iiic i c5�a�tix wdS ai itldi iIf11C eighteen years of age or older, of sound mind, and under no constraint or undue influence. ��'f�� . LORES M. S ' . EIER �', j= i ness �.�-(!„- _�_ �y,�` - Witness -� � .iL�-5� Witness ---�J� Subscribed, sworn to, and acknowledged before me by DOLORES M. SCHNEIER, the Testatrix and subscribed and sworn to before me by T.Ann a rr� .��'��n�� Alycia D. Pote and Diane E. qrissincrer_, �'itnesses, this3rd day of October, 2002. � (Seal) Notary Public My commission expires: ��i� f�OTARIAL SEAL G�nase t..Fostar,Notary PubhC Harrisburg,PA,Dauphin COunty My Commlasion Explres March 5,2005