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Home My WebLink About08-14-15 � 1505614105 i 'pennsylvania � oeen�ro-�=rvroFaFv-nuF EX(03-14)(FI) REV-1500 OFFICIAL USE ONLY County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 RESIDENT DECEDENT �� I � �'� �-�� Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW MMDDYYYY Date of Birth MMDDYYW Social Security Number Date of Death 068- 01172013 09151919 Decedent's Last Name Su�x DecedenYs First Name M� Sobrito Helen M (If Applicable)Enter Surviving Spouse's Information Below M� Spouse's Last Name Suffix Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELQW 3. Remainder Return(date of death � 1.Original Return p 2.Supplemental Return � prior to 12-13-82) � 4.Agricuiture Exemption(date of O 5 death afteer1�t�o82jromise(date of p 6. Federal Estate Tax Return Required death on or after 7-1-2012) 0 9. Totai Number of Safe Deposit Boxes � 7. Decedent Died Testate O 8• Decedent Maintained a Living Trust (Attach copy of wiii.) (Attach copy of trust.) 11. Non-Probate Transferee Return O 12. DeferralfElection of Spousal Trusts 0 10. Litigation Proceeds Received O �Schedule F and G Assets Only) O 13. Business Assets O 14. Spouse is Sole Beneficiary (No trust invoived) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number Name Thomas P Gleason Esquire (717) 532-3270 First Line of Address 49 West Orange Street Second Line of Address City or Post Office State ZIP Code Shippensburg PA 17257 ., `� � �' u-, � r,-� tom Ieason@tomgleasonlaw.com � r�� CorrespondenYs email address: g �- � -� <-� � REC�F�jTE,�O�W�LL6'tlSE ORF�Y� _ . { C::J -,� s_._ � � REGISTER OF WILIS USE ONLY . ; " . � � �•-' ��-J DATEFILED MMQDYYYY - . .: .� .^> i .... -� :.,,� _n ,r . ' � ^1 . __ n � :.- � � �'1') . {'— DATE FILED$T�MP (/'> 0 � PLEASE USE ORIGINAL FORM ONLY Side 1 �� 15 p 5 6141�5 J -. � 1505614105 � � � 15�5614205 REV-1500 EX(FI) DecedenYs Social Security Number 068-01-8752 DecedenYs Name: �"�e�en M. SObfltO RECAPITULATION O.00 1. Reai Estate(Schedute A). . .. . . . . .. .. . . . . . . . . . . . .. . . . . . .. . . . .. . . . .. . . . 1. 0.00 2. Stocks and Bonds(Schedule B) . .. . . . . .. . . . . .. . . . . .. . .. .. . . . . .. . . . .. . . 2. ' 0.00 • 3. 3. Ciosely Held Corporation, Partnership or Sole-Propnetorship(Schedule C) . ... . 0.00 4. 4. Mortgages and Notes Receivabie{Schedule D) . .. . . . .. .. . . .. . . . . .. . . . . .. . _ 0.00 5. Cash,Bank Deposits and Miscellaneous Personal Property( Schedule E). . . . .. . 5. 0.00 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. .. .. . 6. 7, inter-Vivos Transfers&Miscelianeous Non-Probate Property 0.00 (Schedule G) O Separate Billing Requested.. . .. . . . 7. . .. . . .... . . . . s. 0.00 8. Total Gross Assets(total Lines 1 through 7). . . . . .. . .. . . . .. . . .. .. . . . . . .. . 9. 0.00 9. Funerai Expenses and Administrative Costs(Schedule H).. .. . . 0.00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I).. .. .. . .. . . . . .. 10. _ 0.00 11. Total Deductions(total Lines 9 and 10). . . .. .. . . . . ... . . . . . . .. .. .. .. .. . .. 11. . . . .. . . . . .. .. . . .. . . . 12. 0.00 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . .. .. 13. Charitable and Governmentai Bequests/Sec.9113 Trusts far which 0.00 13. an election to tax has not been made(Schedule J) . . .. ... . . . .. . . . . .. . . .. .. _ 0.00 14. Net Value Subject to Tax(Line 12 minus Line 13) . . .. .. .. . . . . .. . . .. .. .. .. 14. TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxabie at the spousal tax rate,or 0.00 transfers under Sec.9116 0.00 15. (a)(1.2)X A- 16. Amount of Line 14 taxable 0.00 16. 0.00 at lineal rate X.0 45 17. Amount of Line 14 taxable �.�� 0.00 17. at sibiing rate X.12 0.00 18. Amount of Line 14 taxable 0.00 �g, at collaterai rate X.15 0.00 19. TAX DUE . . .. .. . . . . . . . . . .. . . . .. . . . ... .. . .. . . . . . . . . . . .. .. . . . . .. . .. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O 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 far filing the return is based on all information of which preparer has any kno e ge. DATE SIGNAT E OF PERSO E SIBLE FOR FILING RETURN 08/13/2015 �� ADDRE 49 West Orange Street, Shippensburg, PA 17257 DATE SIGNATURE OF PREPARER OTHER THAN PERSON RESPONSIBLE FOR FIL�NG THE RETURN ADDRESS ��'�'��'��'��'��"��'��I��'�'I�'��"��'��'�� $i d e 2 � � 15�56142�5 1,505614205 File Number REV-1500 EX (FI) Page 3 Decedent's Complete Address: DECEDENT'S NAME Helen M. Sobrito - - — -- _. _..._ _ _.. __.... ..__ _ _ __ _— STREET ADDRESS 210 Big Spring Road _ _...._..._ __._ __. __ ___ ___ —. _ ZIP —..._ __..... _ _ _ _ . STATE CiTv PA 1724 Newville Tax Payments and Credits: �� o.00 1. Tax Due(Page 2,Line 19) 2. CreditslPayments 0.00 A.Prior Payments _ _ - B.Discount 0.00 + 0.00 (See instructions.) Total Credits(A B) (2) 3. Interest (3} 0.00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. �4� 0.00 Fili in oval on Page 2,Line 20 to request a refund. 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. �5� Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decetlent 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. retain a reversionary interest .............................................................................................................................. ❑ ■ d. receive the promise for life of either payments,benefits or care?...........................................•.•.•.••••••••••••..••••••• � ■ 2. If death occurred after Dec, 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................................. � ■ 3. Did decetlent own an"in trust for"or payable-upon-tleath bank account or security at his or her death?.............. ❑ � 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 SGHEDULE 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. �'does not exem t a transfer o a survev ng spouse from taxe and the statutory equ�ement for d9 closure of a�sets and [72 P.S.§9116(a)(1.1)(ii}].The statute P filing a tax return are still applicable even if the surviving spouse is the oniy beneficiary. For tlates of tleath 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 ta 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 far the use of the decedenYs lineal beneficiaries is 4.5 percent,except as noted in[72 P.S.§9116(a)(1)]. . The tax rate imposetl 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 sibiing is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blootl or adoption. ___-� _ , f� ►AST WILL AND TESTAMENT � KNOW ALL MEN BY THESE PRESENTS, that I, HELEN SOBRITO, of Penns Ivania being of sound and disposing mind, memory and understanding, do y . make, publish and deciare this my Last Will and Testament hereby revoking all prior wilis and codicils by me at any time heretofore made. FIRST: I direct the payment of ail my legaf debts, funeral expenses m rave marker and all expenses of my last iilness, state, federal mcluding y g . tate and inheritance taxes and administration costs shall be paid from my es residuary estate and shall not be charged or appo��oned to any other legatee, nee beneficiary or joining tenant as soon as may be conveniently done do , following my decease leaving all specific bequests free of tax to the legatee. SECOND: I give and bequeath all my jeWelry and Afghans to my daughter, Loree F. Sobrito. I ive and bequeath my oak dresser to my son, Robert 5. THIRD. 9 Sobrito. FOURTH: I give and bequeath $1,000.00 to my friend, Ellen Ferry. H: The rest and residue of my estate, be it real, mixed or personal, I FIFT . give, devise and bequeath as follows a. g % to Our Lady of Visitation Church of Shippensburg, Pennsylvania. _-,-�,; �/ /;; f; b, 92% to my children William D. Sobrito, Robert S. Sobrito, Edward M. Sobrito and Loree F. Sobrito, in equal shares, ; share and share alike, per stirpes. SIXTH: I nominate and appoint Robert S. Sobrito as the�Executor of this my Last Will and Testament to serve without bond of any nature or kind. IIV WITNESS WHEREOF, I, HELEN SOBRITO, to this my Last Wili and Testament set my hand and official seal this ��day of��N' • 200�. � (SEAL) Helen Sobrito Sworn to and subscribed, deciared and Published by Helen Sobrito, as Her Last Will and Testament, and so Done in the presence of we the Witnesses, who sign at her request, And in her presence, and in the presence Of ch other. � � � COMMONWEALTH OF PENNSYLVANIA:SS COUNTY OF CUMBERLAND • I, Helen Sobrito, whose name is signedo heheby a knowledge hat I having been duly qualified according to law, signed it willingly; and that I signed it as my free and voluntary act for the purpose therein expressed. � Helen Sobrito _. ,: / Sworn to and acknowledged, before me, B Helen Sobrito the Testatrix Notarial Seal y � i A. Anthony Adams, Notary PubGc Th15 ��"''da Of �� 2��. Shippensburg Boro, Cumberiand County y My Commission Expires May I5, 2006 NIert�6er.Per,�syManiaAssoaatiaiotNotaries � �.00__��, Notary Public Notarial Seal H. Anthony Adams, Notary Publi. ShippensbuFg Boro, Cumbedand C� COMMONWEALTH OF PENNSYLVANIA: My Commission Expires May I5, :SS Member,Per•�sylvaniaAssociationo!�v;,..,:ct< COUNTY OF CUMBERLAND : WE, Darlene M. Bigler and Sharon Coleman Adams, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses, and that to the best of our knowledge the Testatrix was at the time at least eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. , � ; ,� , ; ,� ,� 'w Sworn to and subscribed before me by, Darlene M. Bigler and Sharon Coleman Adams The witnesses, this �day o'��1r20� ' Norariat Seai� � H:Anthony Adams, Notary Public Shippen�burg Boro, Cumberland Cotwty NO al7/ PUbIIC MY Cornmission Expires May 15, 2006 Member,Per,nsylvaniapssopaponofNotaries Nocarial Seal p�bUc H. Anthoay Adams.No[ary Shi ensburg Boro, Cnmberland Count}� N(y Commission Expires May 15, 2a" Member,Per.•�syNaniaAssociationotNota'�-