HomeMy WebLinkAbout08-05-15 J � p�n�sylaania 1505618403
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RE V-7 500 OFFICINL USE ONLY
Bureauo(IndividualTaxes CounryCWe Vear FueNumEx
Po eox zaosoi INHERITANCE TAX RETURN
Harrisbura PA 1]128-0601 RESIDENTDECEDENT 2y 13 1�48
ENTER DEGEDENT INFORMATION BELOW
SOCIdISeGUIi�yNuTbEI DateofOeath MM�DWVY DdI¢O/BIRh MMDDVYW
06 27 2oY3 07 16 1935
�ecetlenfsLastName SURx DecetlenfsFirstName MI
WEIGHER JAMES
D
(I(Applicable)EnterSurviving Spouse's In(orma[lon Below
Spouse s Lasl Name SURx Spouse's Firsl Name M�
WEIGHER MARYANN
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
O1. OnginalReWm � 2. Su001emenlalReWm � J. RemalntlerRelum(tla�eoftlealh
❑ pnor ro 12-13-ffi)
a. Agnwlwral Exemp�ion(tlate of � i Fvlure Interes�Compromise(tlate ol fl FeOeral Eslate Tax ReNrn Re
. eeatn on or e11er v4-2mz) Eeat�afler 12-12-ffi) � quire0
O ]. OeceOeM Die�Tes�ale � e. DeceEent MaintaineG a Living Trus[ 0 a. lotal Numper ol5afe Deposit 9oxes
❑ (Atlac�wpy of will) (qryacli copy o(WSIJ
W. Li�igationProceetlaRecervetl � 11. Non-ProbateTransfereeReWm � t2. DefertaVElectionot5pousalTmsls
(ScneOule F aM G Assets Only�
� 13. 9usiness Pasau � 1C. Spouse is Sole Beneficiary
(NO�N51 IIIVOIVEO)
LORRES�ONOENT�TNIS SEQION MUST BE COMPIETED.ALL CORqE9PoN0ENCE AND CONFI�ENTIAI TA%INFORMATION SHOULO BE DIRECTED T0:
Nama Daytime Telephone Numbe�
EDWARD P SEEBER 717 533 3280
Firs[Llne of AtlCress
SUITE C400
Secantl Line of Atltlress
555 GETTYSBl1RG PIKE
CiryorPos[Office State ZIPCode
MECHANICSBURG PA 17055
Cortespontlen['s email atltlress: ePs��stlacom
REGISTERO ILLSUSEON�" 1
REGISTEROFWILLSl15EONLV c' O Iq
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Rev-isoo ex
DereEenfs Social Sewrity Num�er
_ oa�ae�r:Hame, Weigher, James D.
RECAPITULATION
1. RealEs�a�e(SchatluleA)... .__..... ..... ,____, �
2. StocksantlBonEs(ScheduleB) ....._._ ._.......... ,.,,,...__ 2.
3. Closely Heltl Corporation, Partnership or Sole-0mprierorship(Schetlule C)......... 3.
4. MotlgagesantlNotesReceivable(Sche4uleD)._.........__.............____.....___.... d.
5. Cash, Bank Deposils antl Miscellaneous Personal Prope�y(Schedule E)........_ 5. 1,129 • 56
6. Jointty OwneG Property(Schedule F) ❑ Separete Billing Reques�eE.....___. 6.
]. Inter-Vivos Transfers&Miscellaneous Non-Pmba�e Pmperty
(ScheduleG) � SeparateBillingRequestetl.....___. ].
8. Total Gross AsseLs(lolal Lines 11hrou9h])........_......_........._..___............. 8. 1 �129 . $6
9. FunerelExpensesantlAtlministrotiveCosts(ScheduleH)....__.__.._....___.._..... 9. 1i347 • 18
10. Debls of Decetlent,Mo�gage LiaOililies anE Liens(Schetlule l)...__..._............_.. 10. 252 ,766 • 25
17. Total Detluctlons(btal Lines 9 and i0)........ ......... _......_ it 254 ,113 . 4 3
12 NetvalaeotEsmro(LineBminusLinell)... ........._. __...... 12. -252 .983. 87
13. CharitableandGovemmentalBequesis/Sec9113Trus�sforwhich
an election to tax has no�been matle(Schetlule J)__.._.........__.................____. 13.
14. NetValueSubjecttoTax(Linel2minusLinel3)..._.............__............____..... �y, -2$2,983 . 87
TAX GALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amoont of Line 14 taxable
at the spousal�az rale,or
Irans(ers untler Sec.9116
(a)(12)X .00 0 • 00 15.
0 • 00
i6. Amoun�ofLinel6�axable
at lineal rate X .045 0 • �� 16.
0 • �0
1]. AmountofLinel4taxable
at sibling rate X.12 0 • 0 0 1l. 0 • 0❑
iB. Amoant of Line 14 taxable
at collateral rate X.15 0 • 00 18. ❑ , p p
19. TAX�UE... .......__ .__.... ............. .......__ 19. � . �0
20. FILL IN THE OVAL IF VOU ARE REpl1E5TING A REFlINO OF AN OVERPAYMENT ❑
UnEe�penel�ie3 Ot pe�ury,I declare I pave examinM�bia reNm,indutlin0 e�mpanying ncM1etlulea entl zletemenls,antl[o�Fe beal ol my knowleCBe an0 Oaliel
i�is�me,w�recl antl rnmplele.DeGaretion of p�epe�e�oMer Nan I�e person responsibb fo�filing[M1e reNm Is EaseJ on all inbrmatlon of w�ICM1 prepa�e�M1as
any knpwledge.
SIGNAT PERSON PON E IN RETURN aryann Weigher J AT
nooRes
e
414 Par v nue, New Cumber and, PA 17070
SIGNATU E0 E REROTHER�HANREPRESENTATIVE EdwardPSeeber oaiE �
ADDRE S
Suite C-400, 555 Gettysburg Pike MechanicsburA PA 17055
L I IIIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII S'de Z
1505618411 1505638411 �
REV-1500 E%Page 3 Flle Number 21-13-1048
Decedent's Compiete Address:
DECEDENT'SNAME
Weigher,James D.
STREETADDRESS
4�4 Park Avenue
CITY STATE ZIP
NewCumberland pp ����Q
Tax Payments and Credits:
1_ Tax Due(Page 2,Llne 19) (�) 0.00
2. Cretlits/Paymenis
A. Prior Paymenls
B. Discount 0.00
To�al Cretlits(A +B) (z) U.00
3. Inlerest �g)
q. If Line 2 is greater than Line 1 t Line 3,ente�Ihe tlifference. This is Ihe OVERPAYMENT. (q)
Check box on Page 2,Line 30 to requeal a reNntl —
5. IfLinel +�ine3isgrealerihanLine2,enterihetliRerence. ThisisiheTA%DOE (5) �.Qp
Make Check Payable to: REGISTER OF WILLS, AGENT.
�'�;,�t " , i ��9'� irart�' ,: � , .. �
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decetlent make a Vansferentl: Yes No
a. retain�heuseorincomeo/�hepropetlyVansferredl. ...._..... ___....... ___...... j_,� ❑x
b. retain Ihe right�o tlesignate wha shall use�he pmpetly trans(ertetl or its income ... ,.,. � x
c. retain a reversionary inlerest;oc.... ..... _. J
E. receive iha promise for life of either paymen�s,benelts or wre� _ ._ ... .. �
2. If tlea�h octurretl after Oec 12 1982, tlitl decedenl �ransfer proper�y w�hin one year of tleath wlhoul ❑ ❑
receivingadequa�econsiderahon�...._._ .........
............. _.......
3. �itl tlecetlen�own an'in Imst fof' or paya0le upon tleaU bank account or securrty at his or h¢r dea�h?....... ❑ �z
4. Ditl tleceEen�own an intlmtlual relirement accoun� annuity or othe�non-proba�e propetly which
containsabene(ciarytles9nation?......... ..._..... ..._...... __..... .._.__ ❑ �
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS VES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETIIRN.
a9N.'.. luwr. "'&'N _ . �:It ��. .
Por dates of deat�on or afier Juty 1,1994 end before Jan. 1,1995,the tex rate imposetl on ihe net value of trens(ars ro or br Ihe use of Ihe survrvmg spouse
is 3 Peroent�]2 P.S§9118(a111.i)(IJI.
For Ea�es of death on ar aRer January 1,1995,�he tax rz�e imposed on ihe ne�value o(iransfers�o or Por[he use of�he surviving spouse is 0 percent
p2P.5.§971fi(a)�7.1)(ii)J. ThestatuledoesnotexemptatransfertoasurvivingspouseGomtax,andthestaWtoryrequiremenlslordlsclosureo/assetsantl
filing a�ax relum are s�ill applicable even if Ihe surviving spouse is Ihe only benebciary.
For dales otdeath on or afler July 1,200��.
• The�ax�ate imposed on the ne�vaiue of transfers irom a tleceased child 21 years af age or younger at deaN�o or tor�M1e use of a naWral paren(an
adoptive parenl,or e step-perent ol the chIIE is 0 percent[]2 P.S§9116(a)(12)�.
• The tax rate imposed on�he nel value of transfers to o�fo�ihe use ot ihe decedenYs lineal�enefciaries is 4.5 percent,except as no�etl in�]2 P.S.§911fi(a)(1)�.
. The lax�ate imposed on�he nel value otironsters to or for�he use of�he tlecetlenPs siblings is 12 percent�72 P.S.§9716(a)(1.3)�. A sibling is tlefned.
under Setlion 9102,as an individual who has at least one paren�in wmmon with ihe deceden�,whelher by blood o�atlop�ion.
a..nsoe ez.�oa.iz�
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
OEGPRTMENT OF0.EVENOE
w�EAi..H�E.a.RE,�ar, PERSONAL PROPERTY
r+esioEuroeceoervl
ESTATE OF FILE NUMBER
Weiqher James D. 27 13 1048
m�i�aa ma wo�aa.or miaa���am��ema me vrorAea..rere��maa ev me eim�e.
nn arop«n lomnyow�.a.nm m.nem a.�m.a,.n�a�.�w ai.oio..e o�.�n.em.v.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OFDEATH
1 Integriry Bank Checking Account No.'0860-valued per statement datetl 7N5H3 1,129.56
TOTAL(Also anter on Line 5, Recapitulation) 1,129.56
Q(more space Is nee0e0,aEEitional pages o(t�e same size)
Copyrigh�(c)2012 form soflware only T�e Lackne�Gmup, Ina Fortn PA4500 Schetlule E(Rev.0842)
REV-06H E%��OB4]� I
pennsylvania $CHEDULE H I
oEanarueNr oFaevenve FUNERAL EXPENSES AND
���ER"���ET�RE,�R� pDMINISTRATIVE COSTS
ResioeHroeceoerv.
ESTATE OF FILE NUMBER
Weigher James D. 21 73 1048
Decedent's tlebts must be reported on Schetlule I.
ITEM
DESCRIPTION AMOUNT
A. FUNERALEXPENSES:
B. ADMINISTRATIVE CO5T5:
1. PersonalRepresentative'sCommissions
Name o(Personal Representative(s)
SfreetAdtlress
Ciry S�ate Zio
Vear(s)Commission Paid
2. Albrney's Fees JSDC L2W OffiCE4 800.00
3. Family Exemption'. Qf decedenfs atltlress is not ihe same as claimanfs,atlach explanation)
qaimant
S�ree�Atltlress
Ciry Stale Zio
Relationshio of Claiman�to Decetlent
C. Pmbate Fees 98.50
5. AccountanPs Fees
6. Tax Relurn Preparers Fees
�. Olher Atlminis�ra�ive Costs 446.68
See continuation schedule�s)attached
TOTAL(Also enter on line 9, Recapitulation) 7,347.16
Copyright(c)2013 form sottware only The Lackner Group,Ina Fortn PA-1500 Schedule H(Rev.OB-13)
SCNEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Weigher James D. 21-13-10d8
ITEM
NUMBER DESCRIPTION AMOUNT
Other Administretive Costs
7 CumberlandCountyLawJournal-esGtenoticeadvertisementfee 75.00
2 Re9ister of Wills, Cumberland County-reservation for accounting filing fee 215.00
3 The Sentinel-estate notice advertisement fee 156.68
H-B7 448.68
Copyright(c)2002 torm soffware onty The Lackner Group, Ina Foim PA-1500 Schetlule H�Rev.6-98)
p•",":E'""," gCNEDULE 1
pennsylvania DEBTS OF DECEDENT,
°EP""T"""'°`a�""�E MORTGAGE LIABILITIES AND LIENS
INNERRPNLE TA%RETVRN
RESI�ENT oECE�ENT
FILE NUMBER
ESTATE OF 21-13-1048
Weigher James D
a.pon a.u.imm�.a Mm.a.c.a.m anor w e..m mn nm.m.a�nw�a.un.m�.a a.an.mcmemv���.�mo�n.e m.am.i e.c.m...
VAWE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
252,766.25
� PA Department of Human Services-claim for unreimbursatl nursing home care
TOTAL(Also enter on Line 70,Recapitulation) 252,76615
(HmorespacelsneeEeC.aCJitionalpagesofl�esamesize) FortnPA-0SOOSchetlulel(Rev. 1242)
Copyright(y 2012 form soflware onty The Lackner Gwup,Inc.
REK1510E%��Ot-00) I I
pennsylvania SCNEDULE J
oeaaarmEH*or r+evEnue BENEFICIARIES
TA%RETORN
FILE NUMBER
ESTATE OF p�-�3-1048
Wei her,James D.
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NAMEANDADDRESSOF DECEDENT Wortls) ($$$)
NUMBER PERSONfS1RECEIVINGPROPERN (
TAXABLE DISTRIBUTIONS [include ouvight spousal
(, tlisVibutions,ana translers
under Sec.9116 a 12
Maryann Weigher Spouse Resitlue
414 Park Avenue
New Cumbedantl, PA 17070
Total
En�er tlollar amounis for tlistribulions shown above on lines 15 ihmu h 18 on Rev 1500 cover sheet,as a ro riale.
NON-TAXABLE OISTRIBUTIONS'.
II. A.SPOUSAL OISTRIBUTIONS UN�ER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -EMER TOTAL NON-TAXABLE DISTRIBUTIONS ON lME 13 OF REV4500 Fortn PA 15�0 Sc�etlule J(Rev.01-10)
Copyrigh�(c)2010 torm sof(ware only The Lackner Group, Inc.
JsDC t�w O�m
]AMIb�SMI'Il l •DIFRLfdCK'CONNFIIY �SPAUE�CHARAL�YAtLA�SkF11HR�TOIv1A51�0
Cheryl L.Reku,CP
CertffiN Parulcgel
cIM1Ia-.dc e�
P.O.BOx 650
August 3, 2015 HEasHE7.Pn vasa
Merv o��
Registcr of W ills wEs*sHOA«�:
Cumberland County Courthouse . . . _ _. .
I Courthouse Square � � '
Carlisle, PA 17013 ' � � � ��
TEL.�1].533.3280
Re: Estate of James D.Weigher www.dsoc.coM
File No. 21-13-1048
Dear Register: ��� � � �
Enclosed are the following documents to be filed in the above-referenced Estate: � �� '
1. An original and one (1) copy of the Invenrory. � �
2. An original and two (2) copies of the Pennsylvania lnheritance Tax Remm. � ,
Please tim�stamp the extra copies and retum them to me i� the enclosed self-addressed, �
stamped emelope. �
If you have any questions,please feel free to contact me. � �,.� . .
Sincerely, . � � . �
JSDC Lww Oeeice� �
Che . Baker, CP , . : ,
Ce ifi Paralegal � �� ��
0
sures "' �
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ec: MaryAnn Weighcr, Executrix m s �� `�' '�� "
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Reply to: Sui[e C-400
555 Get[ysburg Pike
Mechanicsburg,PA 17055
DirectDial: 717-298-2094
Dirut Fax: 717-295-2095
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