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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
/(g-"J,;q - tj 65t-
FOR DATES OF DEATH AFTER 12131/91 CHECK HERE
IF A SPOUSAL
POVERTY CREDIT IS CLAIMED 0
FILE NUMBER
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COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRIS8URG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAl)
Weaver, Sr., Merle E.
SOCIAL SECURITY NUMBER DATE OF DEATH
,;1/
COUNTY CODE
01
YEAR
.1/2
NUMBER
175-03-3503
02-11-01
DECEDENT'S COMPLETE ADDRESS
108 West Orange Street
Shippensburg, PA 17257
Count Cumberland
"7 A AMOUNT RECEIVED (SEE INSTRUCTIONS)
.J(/ 100%
(If APPlICABLEl SURVIVING SPOUSE'S NAME (LAST, fiRST AND MIDDLE INITIALI
Grace A. Weaver
DO 1. Original Return
o 4. Limited Estate
06.
11-23-1911
o 2. Supplemental Return
Remainder Return
(far dates of dealh prior 10 12-13-82)
Federal Estate Tax Return Required
o 40. Future Interest Campromise
(for dates of death after 12-12-82)
Decedent Died Testote 0 7. Decedent Maintained a living Trust
IAnach copy of Will) (Attach copy of Trust)
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NAME COMPLETE MAILING ADDRESS
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages ~nd Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
{S,hedule E}
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule GJ (Schedule L)
8. Total Grpss Assets (total lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous
Expenses (Schedule H)
10, Debts, Mortgage Liabilities, liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
15. Spousal Transfers (for dotes of death after 6-30-94)
See Instructions for Applicable Percentage on Reverse (15J
Side. (Include values from Schedule K or Schedule M.)
16. Amount of line 14 taxable at 6% rate (16)
(Include values from Schedule K or. Schedule M.)
17. Amount of line 14 taxable at 15% rote (17)
(Include values from Schedule K or Schedule M.)
18, Principal tax due (Add lax from lines 15, 16 and 17.)
19. Credits Spousal Poverty Credit Prior Payments Discount
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Jerry A. Weigle, Esquire
TELEPHONE NUMBER
532-7388
D 3.
D 5,
~8.
T 0101 Number of Safe Deposit Boxes
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WEIGLE, PERKINS & ASSOCIATES
126 East King Street
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(I)
( 2)
(3 )
( 4)
(5)
( 6)
(7)
(8 ) 0
(9) 85.00
(10)
(11)
(12)
(13)
(14)
85.00
(85.00)
(85.00)
x.~=
x .06 =
x .15 =
(18) NONE - INSOLVENT
Interest
+
(19)
(20)
20. If line 19 is greater than line 18, enter the difference on line 20. This is the OVERPAYMENT.
ElD
Check here if you are requesting a refund of your overpayment.
21. If line 18 is greater than line 19, enter the difference on line 21. This is the TAX DUE.
A. Enter the interest on the balonce due on line 21 A.
B. Enter the total of line 21 and 21 A on line 21 B. Th'is is the BALANCE DUE.
Moke Check Poyable to: Register of Will., Ag"n'
f','C,'. ",""'~".''''1:C'' ~.""'~' BE'SURE rd'ANSWER"ALIYGlUESTIO""'Otf REVERSE SIDIO!ANDTd.RECHECK.MATH.w'......1l'''''"'~*r~~~,<',!~i,::';.
:A.~&".....1',."',;;1'~,m.___;nf~~I":i.-i.I>~'" .,._ ...,"'"...... .,".*'~..~. _. _ .,' ....;e......,""...... _.... .... ,. _".J~.." ~....' .._""','... ,'... ,_ ,._ '''~_._... ._.,."w,....
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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. I declare that all real estate has been reported 01 true market value. Declaration of pre parer other than the personal representative is
based on all information of which preparer has any knowledge.
SIGN URE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE 3-2.-01
Grace A. Weaver, 108 W. Orange St., Shippensburg, PA 17257
ADDRESS DATE
Jerry A. Weigle, 126 E. King St., Shippensburg, PA 172573-2-01
(21)
(21A)
(21B)
Act #48 of 1994 provides for the reduction of the tax .rates imposed on the net value of transfers to or for
the use of the spouse. The rates as prescribed by the statute wiU be:
. 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96
. 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
. 1 % (.01) will be applicable for estates of decedents dying on or aft.er 1/1/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempt from inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
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, ...............
c. re~ain a reversionary interest; or ............ .... .... .... ...... .............. ........ ................. ..... .... .....
d. receive the promise for life of either payments, benefits or carei .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate considerationi If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate considerationi...................................................................................................
3. Did decedent own an 'in trust for' bank account at his or her deathL....................................
YES NO
X
X
X
X
X
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTtq,NS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OFJ'HE RETURN.
RE".150BEX+(1.B7)
.
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FilE NUMBER
ESTATE OF
Merle E. Weaver, Sr.
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
NONE
ALL ASSETS WERE JOINTLY OWNED WITH SPOUSE
TOTAL (Also enter on line 5, Recapitulation) S
(Attach additional B~" X 11" sheets if more space is needed.}
REV_t~~l\ EX+ v-ee)
ESTATE OF
ITEM
NUMBER
A.
1.
B.
1.
2.
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SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
FILE NUMBER
COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Merle E. Weaver, Sr.
DESCRIPTION
AMOUNT
Funeral Expenses:
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees
Weigle, Perkins & Associates
75.00
3. Family Exemption
Claimant
Address of Claim.:nt at decedent/s death
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Relationship
Street Address
City
State
Zip Code
Probate Fees
Miscellaneous Expenses:
Register of Wills, Cumberland County - filing PA Insolvent
Inheritance Tax Return
10.00
TorAL (Also enter on line 9, Recapitulation)
S
85.00
(If more space is needed, insert additional sheets of same size.)
REV.15i3EX-tP,S71
~
SCHEDULE J
BENEFICIARIES
COMMONWEALTH Of P~NN5YlvANIA
INHERITANCE TAX "ETURN
RESIOENTDKEDENT
ESTATE OF
FILE NUMBER
Merle E. Weaver, Sr.
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Not relevant as estate is insolvente
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Hne 13, Recapitulation) S
(If more space is needed, insert additional sheets of same size)
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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Olj./' REV-1547 EX AFP Cl2-DDl
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JERRY A WEIGLE
WEIGLE ETAL
126 EKING ST
SHIPPENSBURG
05-07-2001
WEAVER
02-11-2001
21 01-0312
CUMBERLAND
101
MERLE
E
Allount Rellitted
PA 1 nS7
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i54-j-E3f-AFP--fI~f:ooT-NoTicE--oF-YNHERYTANcE-TA;rA""PPRAYsEifENT~--A[l-oWANCE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEAVER MERLE E FILE NO. 21 01-0312 ACN 101 DATE 05-07-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
.00 NOTE: To insure proper
. 00 credit to your account,
.00 subllit the upper portion
. 00 of this forll with your
. 00 tax paYllent.
.00
.00
(8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
85.00
.00
(11)
(12)
(13)
(14)
81; 00
85.00-
.00
85.00-
NOTE:
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
14, 15 and/or 1&, 17, 18 and 19 will
returns assessed to date.
(5)
(16)
(17)
(18)
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00x 15 =
(19)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)