HomeMy WebLinkAbout07-28-15 (2) i i i �i� . �
� 150561�101
REV-1500 EX�o�_�o, ��3
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania
Bureau of Individual Taxes °` �,°`�`�`�U` County Code Year File Number
PO BOXz8o6oi INHERITANCE TAX RETURN �'i J� i1 ` O �
Harrisburg PA i'71z8-o6oi RESIDENT DECEDENT LS'� � / Cl (p
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY
04/29/2015 12/24/1928
DecedenYs Last Name Suffix DecedenYs First Name MI
_ _
SWARTZ ' JEAN H
__ __ _ __
(If Appiicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
_ _. __
Spouse's Social Security Number
- - THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
C.�U' 1.Original Return O 2.Supplemental Return O 3. Remainder Return(date of death
prior to 12-13-82)
p 4. Limited Estate C1 4a.Future Interest Compromise(date of O 5. Federal Estate Tax Return Required
death after 12-12-82)
� 6. Decedent Died Testate O 7.Decedent Maintained a Living Trust � 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
O 9.Litigation Proceeds Received O 10.Spousal Poverty Credit(date of death O 11. Election to tax under Sec.9113(A)
between 12-31-91 and 1-1-95) (Attach Sch.O)
CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
KAYE H WISHARD (717) 766-2075
,,�, _
REGISTE�OF WILLS US�ILY �7 �
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First line of address � � c7 0
._.
821 PAMELA'S LANE , .� �"_ � '`�� �
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Second line of address �'� ;.; r::.> c�
_ _ _ _ � �. y _.� =� -r� "7'1
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City or Post Office State ZIP Code.. DATE FILED -= �
C'�
MECHANICSBURG _ _ _ PA '17050 '--- ..., � U' o
CorrespondenYs e-mail address:
Under penalties of perjury,I declare that 1 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 personal representative is based on all information of which preparer has any knowledge.
SI ATU E OF PERSO f�ESPONS B FOR FILING RETURN ,�� DATE �,
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ADDRESS � � i � ° � � ' � (,,(�(. � ��!. D�,J (_,J
TURE OF PREPARER HER T N REPRESENTATIVE DATE
� C�'� 7 �� Z���
AD.DR SS
� 7 Gt/ /y1A-,.,� ST Sff,�e�M.�/s;e c�,J f �,/} �701 I
— PLEASE USE ORIGINAL FORM ONLY
Side 1
� 1505610101 15056101�1 �
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1 1505610105
J
REV-1500 EX
DecedenYs Social Security Number
Decedent's Name: �
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. 7,312.36
6. Jointly Owned Property(Schedule F) O Separate Billing Requested . ...... 6.
7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property
(Schedule G) O Separate Billing Requested... ..... 7.
8. Total Gross Assets total Lines 1 throu h 7 8. 7,312.36
� 9 ). .. ..... .. .. ... . ..... ....... .
9. Funeral Expenses and Administrative Costs(Schedule H). .. . .... ..... . .... . 9. 303.50
10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) .. .. . .. ..... .. 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. 7,008.86
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.0_ 15.
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 7,008.86 1,051.33
at collaterai rate X.15 �$ _
19. TAX DUE .. ......... ......"........ _ _ . .. .... .. 19. 1,051.33
... .. .. ... ...... .. . ...
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT �
Side 2
� 1505610105 150561�105 J
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REV-1500 EX Page 3 File Number
Decedent's Complete Address:
DECEDENT'S NAME
JEAN H SWARTZ
STREETADDRESS
2'f 0 BIG SPRING ROAD
--- STATE----- ZIP ---------....._-
CITY
NEWVILLE PA 17241
Tax Payments and Credits:
1. Tax Due(Page 2,Line 19) (1) 1,051.33
2. CreditslPayments
A.Prior Payments
e.Discount 52.57
Total Credits(A+B) (2) 52.57
3. Interest
(3)
4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2,Line 20 to request a refund, �4)
5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 998.76
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:.......................................................................................... ❑ �
b. retain the right to designate who shall use the property transferred or its income:............................................ ❑ �
c. retain a reversionary interest;or.......................................................................................................................... ❑ ❑x
d. receive the promise for life of either payments,benefits or care?...................................................................... � 0
2. If death occurred after Dec,12,1982,did tlecedent transfer property within one year of death
without 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
containsa beneficiary tlesignation? ........................................................................................................................ ❑ �
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 Jan. 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, antl 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 stepparent 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(1.2)[72 P.S.§9116(a)(1)j.
• 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.
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REV-iso8 EX+(i1-1o)
� �,;= pennsylvania
SCHEDI�ILE E
���� DEPAFTMENT OF REVENUE CASH, BANK DEPOSITS &MISC.
INHERITANCETAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEAN H SWARTZ 2015-00608
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
�, JUNIATA VALLEY BANK BURIAL RESERVE-REFUND 1,728.76
2. JUNIATA VALLEY BANK-CHECKING AIC#3945 2,302.86
3. JUNIATA VALLEY BANK-SAVINGS AIC#1198 2,663.96
4. JUNIATA VALLEY BANK-VA CHECKING A/C#2328 550.95
5_ JUNIATA VALLEY BANK-INSURANCE REFUND 65.83
TOTAL(Also enter on Line 5, Recapitulation) $ 7,312.36
If more space is needed,use additional sheets of paper of the same size.
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REV-1511 EX+ (1Q-09)
��� �� pennsylvania SCHEDULE H
f DEPARTMENT OFREVENUE FU N E RAL EXPE NSES AN D
INHERRANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
JEAN H SWARTZ 2015-00608
Decedent's debts must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION _^ AMOUNT
A. FUNERALEXPENSES:
1. N/A
6, ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s)of Personai Representative(s)
Street Address
City--.....---_.__._._.._.__._..___._........---------- - -----State.----_.ZIP_ ____-
Year(s)Commission Paid
2. Attorney Fees:
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation.)
Claimant
Street Address __
City---- �----- ---------------- --------- --------State.____. ZIP _ _.
Relationship of Claimant to Decedent_
4. probate Fees:
145.50
5. Accountant Fees: 150.00
6, Tax Return Preparer Fees:
� BANK SERVICE FEES 8.00
TOTAL(Also enter on Line 9, Recapitulation) $ 303.50
If more space is needed, use additional sheets of paper of the same size.
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REV-1513 EX+(01-10)
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� � pennsylvania SCHEDULE �
� DEPARTMENT OFREVENUE
� INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
JEAN H SWARTZ 2015-00608
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under
Sec,9116(a)(1.2).]
1. KAYE H WISHARD NIECE 50%
821 PAMELA'S LANE,MECHANICSBURG,PA 17050
2. CAROLE H MILLER NEICE 50%
104 CLAY RD,CARLISLE,PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE,
II NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
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B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
If more space is needed,use additional sheets of paper of the same size.
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Last Will and T�ste�ment '�,
� of
Jean H. Swa�°i:z �
a/k/a Jean Ha��°is ��'wartz !
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I, JLAN �i. SWARTZ tt/k/a J�AN HARRIS S1�✓A.RTZ, now residing in th�
T'ownship c>f Permanzigh, County of Juniata and CommonwealCh of Pennsylvania (P.O.
Address: PO Box 12, Miftlintc�wn, PA 17059). b�mg of souncl mind, memory and
understanaing, cic> hereUy make, pubiish and declare rhis to b� my Lasl Wiil and
i
� 'I'eseament herehy revokin�; xnd making void any forn�er W ills and Testamentary
l:)ispusitioils by nre at any time heretofore n��ade.
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I or�ler and direct that my body be decently int�rred and that my funeral bc
conducte� in a nlanncr corr�spon�ling wiCh my �sta[e and situation iri lif�e, a�id that <ill
my legat debts and Tuneral expenses be paid as soon as �onveniently may be done after
Illy (jCil(�l.
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1 clirect that �ill taxes that mxy be assessed in consequence of my cleath oi'
whx�evcr nat�n•e and hy whatever.lurisdicn�>n imposi;d, sn<ill be paid frorn rny residuarY
estate tis a part o1�tlle�xpense oi'the adn'iinistrat�i��n of m�� �state.
III
1 �ive, cievise tin� bequeath all the residue i�f my estate of every nature �n�
wheresorver situ�ue, unto my husband, Oscar H. Swartz, ii' he survives me by sixty
(60) days.
IV �
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Should my husbanci, Uscar H. Swttrtz, predeC�xse me ��r die c�n or bef��re the
sixfieth (60th) day t'ollo�ving my death. I then give, devisc and bequeath rile residue ��f
ITl}� CSf:lll' O1 CVCI'y RillUl'C 2lllU WI1Zfc;30CVC:' �1:ikilC 1R c:C�Utt� Sfl'dl:.S illll0 111y [ll(;CCS, 112tj'C
f1. Wishaird uf 821 Wes[ Pamel��s I.ane, Mechanicsburg, f'A 17055 and C�role H.
Miller ot 1Q4 Clay Ruacl, Carlisle, PA 170!:i, share: and share alike, if'chey are living
at the �I,itc of my �cath. Should either of n�y riicces preaecease me, 1 dlen give, devise
anci bc�lue;adl said nieces one-half(1/2) sharc of rny l:,t'ate in equal sh�u-es un[o
Page 1 oi'3 Pa�es
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said de:ce�tsed niec�s' living issue, Sll�ll'C �tll(� SI121!'C alike. I
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� V '
My persunal re��reseivatives hereinafter named sliall have the following powers I
� in a�ldi[iun to th��sc vest�d in them hy law and by other provisions oti my Will,
applicxble to all proptrty, whether principal or incoine, and effective until actual ��
distribution of all pro�erry: �
A. `1'o retain any or all of the assets of n�y esrate, rcal or personal, without
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regard to any pi•inciple of diversiiication c�f i'isk; �
f3. '1'o invest in xll forms of'praperty, including �tocks, common nus[funds and
rnort�,xge investment funds, withouc restriction to invesunents authorized for
�� 1'e;nnsylvuni.i l�i�luciari�s, as Chey �le�m proper, without regard to any principle of
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I diversiY'icxCiun ut risk: I
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C. '1'�� scll at public �ar priva[e sale, Co Cxc}ian�e or to lease, for any period c'>f
� time, <uiy real ur personal property and to giv� options !'or sales, exch�n;;es or leases,
for such prices an�l upon suctl terms or conditions as the� deem pro��r;
D. 'I'o join with my husband, Oscar H. Sw�z•[z, or his personal rcpres�ntative,
in Piling a jc>int incurnc �xx return without rtc�uiring him ur his estate to reimburse my
es[xt�e against liahili[y for the tzix attributable Co his income aind [o conse.nt to any gifts
madt by my husbanci during my life[ime being treated as having been made one-half by
m� f�ur purJx�scs uf[he [��ederaf Gift Tax I.aw;
�:. 'I'o exercis� auy law-give�l options to treat administrative ex�enses either as
incon��e t'�tx or �is cstate tax deducCions, withour i�etir�ird �c� whethcr the cxpenses were �
paid i'r�>>u princi��al or income and without rec�uestin�, reimbursement.
VI
I numina[c, cunstitute a�ld appoint my husband, Uscar I��. Swartz, as the
i:xecute�r c�f this my Lust Will and "I'estamen[, and sl�c�ul�l my said husband be unable to
serve as �:x�cutor for any reason whatsoever, 1 �Ilen ni,�ninaCe, constitutc and appoint
my ni�ces. C�ir��lc Ii. Miller oi' IU4 Clay Road, Carl�sle, PA 17013, and Kaye; I�.
Wishard of�i21 Wcst Pamelas I.ane, Mechanicsburg, PF� 17055, as the Co-Executrix's
�>r«,y,
,
t>age 2 of 3 PageS
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N�� persuuxl rcpresen[ative nanled herein shall be reyuired to give bond ur �
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Nu p�rs��rr<il rcpresenta[iv� namc:d llerein sliall be rec�uired to �ive b��nd or �
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� t'urnish sureties 1'or thc Paithtul performxnce ot their dutiEs in any jurisdicrion. �
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I� IN WI'1'NF:SS Wl-IF3RI;OF, 1 have hereuntu set r!jy Hxnd and Seal this 54day of
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� ���C�, . 2UUU. u fr,:'' ��l.�:�y�.�
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.,=`�.•i;+_'`'":�.----' � .
y�lean H. Swart:z a/k/a Jean H ris Swarrr.
The precedin�� insn�ument, consisting of three (3) rypc-written pages, was on the date
tliereot', Signe�l, Sealed, Published and Declare�j by J�I:AN H. SWARTZ a/k/a JF;AN
flARRIS SWAR'1"l.. 'I'estan-ix therein named, as and fur her I.ast Will and Testament,
in thr pr�sencc uf us, who, at her reyuest, aiid in lier presence ancl in ttie prescnce o1
each uCher, hav� subscribed our tl�ames as wiCness�s hercto.
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COMMONWIsAI.'!'H OF 1'ENNSYLVANIA :
: s.s. j
COUN'lY OF JUNIA'I'A • �
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We, JEAN H. SWARTZ a/1<la JF?AN EIARRTS SWAR�I"7.,
^ --- aila . � �_ )�;- tt�e
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1��5���` � �--�=.X�� �����"-. , � �1,----- - �1 " ---...+
']'est��[rix and the witnesses respectively, whose names are signed to Che attached I
� f�>re�,oing insa�ument. be;ing i`ii•st duly sworn, do hei•eP�y declare �o flie undersigned �
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� auth��riry th�it the '1'csran•ix signed and executed tluz ins[rui��crn as her Last Will and �
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'1'estamen� [hat she has signed willingly, and tha[ sf�e ex�cu[�d it as her fl'ee and �
volunta�y t�ct for the purp��ses therein expressi:d, and that �ach e>f tl�e wimesscs, in the i
presence tlnd hearin�? ot the Testatrix, signed the Will as wimess and Cl�at to the bes[ of
tl�eir knowlcdge, �he 1'estatrix was at Ulat time eightecn (18) years of age or older, of
souild mind aiid under nc� constraint oi•undue influence.
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7,�>.�t� f;,r. ��7-Gc�f��__
��� � �.�.iT.�/��1?�'��_�-.._
�et�n 1�L Swartr a/k/s �-
J�an i!•�i'ris kwart•r.., `I,estan•i,r• i
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Sworn and subscrihecl tu befc>re me
ti,;s �. «,a� or��_��,.��. 2000.
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BoIV�ro�tariai Soal �
�1�r _ n�__,�-�� !\ YVIy Cv�mm�lssion�Expi uniat,:r��:�,� � �
S ft;R. rdnor,Notar u�
Notat�y 'ublic `--
l Nlt�rtd'�_r,P�anmv��r:��.:�:_� ._.....�_..
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My C�ir�irriission expires: � ugust 23, 2004
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REGISTER OF WlLLS CERTIFICATE OF
C�JMBERLAND COUNTY GRAIVT OF LETTERS
PENNSYLVANIA
�� C UI y ..
� , j�� e�� No. 20 9 5- 00608 Pr� No. 2�- 15- 0608
,�,�°'�► � �` l
Fs ta te Of: JEAN HARR/S SWART.Z'
..
� ,� ��: �, �+'� _
' � �:, (First,Mrddle,Lastl
!� f, . ,Alr ��-� �j�� v
I � 4` „' �`'� La te Of: WEST PENNSBORO TO'WNSHIP
��';,� �� (�y,%� CUMBERLAND C�UIVT)'
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.y:�- Deceased
\ �'=`�%—"� Social Security No: �77-24-89.20
�750
WHEREAS, on the 2nd day of June 2015 an instrument dated
Octobez 30th 2000 was admitted to probate as the Iast will of
JEAN HARRIS SWARTZ
(Firsr,MiJdle,Lastl
late of WEST PENNSBORO TOWNSH/P, CUMBERLAND County,
who died on the 29th day of Apri1 2015 and,
WHEREAS, a true copy of �he will as probated is annexed hereto.
THEREFORE, I, L/SA M. GRAYSON, ESQ. , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAItiIENTARY to:
KAYE H WISHARD and CAROLE H M/LLER
who have duly qualified as EXECUTOR(R/XJ
and have agreed to administer the estate accord�.ng to law, all of whicri
fully appears of record in my office at CUMBERLAND C;OUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHERF.OF, I have hereunto set my hand and affixed the seal
of my office vn the 2nd day of June 20�5.
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, M_�DDLE, LAST)
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C S Tvt� p t :1�a.. 1-f_ 5,a-�;�,r7-z.
5�h�du l�. t , `-inz. !
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No..------ Date � ll'�C.LL.� ,:�-C�!� __.____.___._--_�-
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RECEII�T FOR PAYMENT
LISA M. GI:.AYSON, ESQ. Recc�pt Date : 5/U2/2U15
Cumberland County - Register Of Wills Receipt Time : 10 : 09 _41
One Caurthouse S quare Recei��,t No . : 108152'1
Car_lisle, PA 17013
SWART7 JEAN HARRIS
Estate File No. : 2015-00608
Paid By Remarks : KAYE H WISHARD
WZ
- - - - - - --- -- - --- - ------ - - -
Receipt Distribution ---- - ------- --- "--- - - - ^
�'c�e/`I'ax Desc:rix�tion Payment Amount Payee Nam��
PETITION LTRS TEST 45 . 00 CLTMBERLAN:� COUNTY GENERAL FUN
WTLL 15 . 00 CUMBERLAND COUNTY GENERAL FUN
SHORT CERTIFICATE 15 . 00 CUMBERLl�ND COUNTY GENERAL FUN
INH TAX RETURN 15 . 00 CUMBERL�N� COUNTY GENERAL FUN
TNVENTORY 15 . 00 CUMBERLAN:� COUNTY GENERAL FUN
JCS FEE 35 . 50 BUREAU OF RECEIPTS & CNTR M .D
AUTOMATION FEE 5 . 00 CUMBERLAN:� COUNTY GENERAL FUN
----------------
Check# 5405 $145 . 50
`I'otal Received. . . . . . . . . $145 . 50 9
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