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HomeMy WebLinkAbout09-17-15 p ��so��ama 1505614105 J �ae�_.� . E.��_,a,�F„ REV-1500 OFFlCIAL USE ONLT Bureau af Indlvldual Tazes Coun�yCooe Year Flle Number v0 e0x 280601 INHERITANCE TAX RETURN � �I Harrisburg aA v128-060i RESIDENT DECEDENT (-I I� US I ENTER DECEDENT INFORMATION BELOW Social Security Number �ate oi Dealh MMDOYVri pate o(Birth MM��YVVY 01172014 10031932 DecetlenPs Wsl Name SURx DecetlenCs First Name MI STEEVER JR GEORGE W Qf Applicable)En[er Surviving Spouse's In/ormation Below SpousesLas�Name SURix SpousesFirstName MI N/A THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BEIOW � 1. Original Relum O �-Supplemental Return O 3. Remalntler RaWm(tlata ol tleath ptiorto i2-13-82) p 0.AgdcNwre Exemptlon (date of p S FuWre Interes�Compromise(date of p 6. Fetleral Es�ate Tax RaWm ReQwretl dealh on or aflar�-1-2D12) dea1M1 atler 1212-82) � ]. �e aoM1ecopyeof weJL�,B � 8 (Ntlach copyeo�aiU�ed'a LNing Trust 9. To�al Number ol5ele Oeposi�Boxes � ID. CLLigallon Pmcee�s Receivetl O 11. Non-Pmbale Transleree ReWm O 12. �eferraVEledion of Spousal Trus(s ($Ohetlul¢F ana G A6sate Only) O 19. BusinessAssets O i4, Spause Is Sole Bene(miary (No imsl involaed) CORRESPONDENT- THIS SECTION MUST BE COMPLETEO.ALL[OFRESPON�ENLE NNO CUNFIOENTIAL iA%MFORMATION SHOOLO BE OIRECTED T0: Name OaY�ime Telephone Number KENNETH J MCDERMOTf � (717) 763-1121 Firs�LineofAdtlress � 3425 SIMPSON FERRY RD � � Secand Llne of Atltlress Ciry or Post OKce State ZIP Code CAMP HILI PA 17011 CorrespontlenPsemailadtlress: KMCDERMOTT@SHUMAKERWILLIAMS.COM REGISTER OF WILLS USE ONLT REGI6iEROFWI.15119EONLY n .r � � DATE FILEO MMODYYYY �. O �. ; �O F� � OATE FILED STAMP. � � J O � PLEASE USE ORIGINAL FORM ONLY '"� � -;i QJ Side 1 L IIIIIIIIIIIIIIIIII�IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII 505614105 1505614105 J -� J 1505614205 REV-1600 EX(FI) �ecetlenl's Social Securiry Number oe�aae�i�:r�nme�. GEORGEW. STEEVERJR RECAPITULATION 1. Real Estate (Schedule A). .. . .. . .. .. . . .. . ... . .. . . .. . .. . ... . . .. ... . .. . . 1. 0.00 . 2. Stocks and Bontls(Schetlule B) . .. . . . . . . . .. . . .. . . . . . . . . . . . . . . . . . . . .. . . 2. 0.0� � 3. Closety Haltl Corporelion, Pertnership or Sole-Pmprietorehip(Schedula G) . . .. . 3. �.00 4. Mortgages and Noles Receivable(Schetlule D). . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 0.00 5. Casn. Bank Deposits end Miscellenaous Parsonal Pmparty(Sc�etlule E). . . . . . . 5. 4,237.51 6. Joinlly Ownea Pmpetly(Schetlule F) O Sepa2te Billing Requestetl __. .__. 6- 0.00 Z InterVivos Trznsfers&Miscallaneous Non-Pmbele Pmpehy (Schedule G) O Separate Bllling Requested._. . _ . l. 0.00 8. Total Gross Assets(total Lines 1 �hmugh]).. . .. . . . . . . .. . .. . . . . . .. . . .. . . 8. 4,237.51 9_ FuneralExpensesantlAtlminis�rativeCa5ls(SchetluleHJ... .... .... ... ..... 9. Q316.27 10. �ebts of Decetlent.Mortgage Llablllties and Llens(Schedule I).. . . .. . .. . ... . . 10. $79.$2 11. Total �eductlons (!otal Lines 9 and �0). . . . .. . . .. . . . . . . . . . . . . . . . . .. . . . . . 11. 8,895.79 12 Net Value of Esta[e(Line 8 minus Line 11) . .. . ... . . . . . .. . .. . . . . . ... . . . . . 12. -4,658.28 13. C�aritable antl Govemmental Bequesis/Sen 9113 Tmsts br whlch an elec�ioe b tax has nol been matle(Schetlule J) . . .. . ... . . . . .. . . .. . . .. . . 13. 0.�0 14. Nel Value Subjec[to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . .. . . .. . . 14. OAU TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABIE RATES 15. Amount ol Line 14 taxable al lhe spousal lax�ate,o trens(ers under Sec. 9116 (a)(12)X .0_ 15. 16. AmountofLinel4taxable �� � � �� � �� a�r�eai�eia x .o- ie_ 1]. Amount of Line 14 taxable � atslblingrele X 12 t). 18. Amowt of Llne 14 taxable �� �. atcolla�eral rate X.15 �. 18. 19. TA%DUE . . ... . .. . .. . . . . . . . .. . . . . . . . . . . . . . . . .. . . . . .. 19. 0.0� 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Untler ponaAies o�Oerlury. I tlecare I M1ave examined�Fls retum. mtlua�ng accompanying sc�edulas anG s�a�ements.and m�M1e�est o1 my knowledge entl�elie( A Is Irue.w an0 compla�a. �aclara�ion o�preparer oNer lM1an IM1e per on asponsiblB lor Oling IM1e reWm Is�ased on all In�onna�lon o(wMcli prepnrer�es airy knowle0ge�� SIGNqTURE OF PLg50N RESP N-/,��ETIIRN V{�T�� %/a..G 9- J ADDRESS 222 S. ENOLA DRIVE APT. 1 ENOLA PA 17025 SIGN E OF PR EF OTFER THAN P ON RESPONSBLE FOR FlLING THE RETUHN �HTE - 03 - S ADD 3 SIMPSON FERRY RD CAMP HILL PA 17011 L iuiiiuiiiiiiiiii�i�idii��i�i4ii�i�i�iiiiiiiiiiiiiiiiii Side2 1505614205 J REV-0500 EX (Fl) Page3 File Number DecedenYs Complete Address: oECEOEn�rs Nn+eE GEORGE W. STEEVERJR . . _ ____ _.. __. .. sraeer aooaess 100S. LOCUSTSTREET GTV .... .. . . . . �i STATE ➢P SHIREMANSTOWN '�. PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2. Line 19) (1) 0.00 2 Credils�Payments A.Prior Payrcents 6. Discoun� . . ._ _.. _ __ _.. ._._.__ . _ .. (See'msWcllons-) TotalCredits(A�B) (2) 3. Inferest (3J 4. If Line 2 is greeterihen Lioe 1 «�ine 3,en�er Ihe difference. This is�he OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. j4) 5. I(Line 1 +Gne 31s grealer than Gne 2,enter Ihe difference.This is ihe TAX OIIE. (5) 0-00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. 71d deceden�make a�ranster and' �es No a. re�ain Ihe use or inwme of ihe pmperty hansferred ......... ......... ._.._.. _._.. ❑ � b. retain�he rigM�o designale who shall use the pmperty Iransferred or its inmme ............................_....._..__. ❑ � c. re�ainareversionaryin�erest ..._.._ ..__. ..._.... ........... ...._... ❑ � d_ receNe 1he promise for Gfe of ei�her paymenls,benefils or care� _.._... _.._._ ._...... ❑ � 2 If death occurretl aFler Dac. 12, 1982,dld decedent Vansfer pmperry within one year of tlealh withoutreceivingadequateconsiderafion? ............. . ......_... ......._ ...._.. ❑ � 3. Dld decedent own an"In Imst tof'or payable-upon+leath bank accounl or searity al hls or her tleath4__._.._.. ❑ � 4. Dld deceden�own en Individoal 2Ciremen�accounl,annutry oro�hernon-probate propetly,which conlains a beneficiary designahon? .......... ........... ..._...... ........_ _..__, ❑ � IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDUIE G AND FILE IT AS PART OF THE RETURN. For dates of deafh on orafler July 1. 1994,antl before Jan.1, 1995,ihe tax rate imposed on Ihe net value of transfers io or firthe use of ihe suniving spousa Is 3 percent�72 P.S. §9116(a)(1.1J(i)J. Por dates of death on or afler Jar. 1, 1995, �he �ax rate imposed on ihe nel value of transfers to or for the use of ihe surviving spouse is 0 percent [72 P_S.§9116(a)(1.1�(il)�.7he statute tloes not exempt a transfer to a surviving spouse from�ae,and ihe staWtory requirements for disdosure of asse�s and filing a lax relurn are still appGcable even if the surviving spouse is ihe only beneficiary. For da�es of dea�h on or afler July 1, 2000: • Tha tax ra�s Imposed on Ihe net value of Vansfers fmm a tleceesed child 21 yeers of ege or younger at death to ar for�he use of a naWral parent,an adoptive parent or a step-parent of ihe child is 0 percent[72 P5. §9116(a�(L2��. • ThetaxrateimposetlonthenetvalueofiransferstoorforiheuseofthedecedenPslinealbeneficiariesis4.5percent,exceplasnotedin[/2PS.§9116�a)(1�). • The tax rate imposetl on ihe net value ot transfers to or for the use of the decedenPs siblings Is 12 percent[72 P.S §9116�a�(1.3)�.A sibling is defined, under Section 9102,as an Indlvidual who has at leas�ona paren�in common with the decetlen�,whether by blaod or adoption. RCnL`�5 EX-:Ob6� � pennsylvania SCNEDULE E �1' oevAarme�+.oFnever��e CASH� BANK DEPOSITS & MISC. �mneair<�cer<xae.�en PERSONALPROPERTY aesmerv.oeceoerv* ESTATE OF: FILE NUMBER: GEORGE W. STEEVERJR. 21140544 Indude[he Omceeds of Iltigatlon ane the Dete the pmcee�s were receivetl by tM1e esta[e. All property join[ly ownetl wi[h righ[of survivorship must be disclosed on ScheEule F. ITFM VAW E AT DATE NUMBER DESCRIPTION OFDEATH �� LOWE'SEMPLOYEERELIEFFUND, INC. 1,000.00 2 UNITEDSTATESTREASURY-2013TAXREFUND 634.00 3 COMMONWEALTHOFPENNSYLVANIA-2013TA%REFUN� 171.00 4 LOWE'S401KPLAN 638.18 5 PNCBANKSENIORCHECKINGACCOUNT 738.15 � ACCTp 51-402fi-4836 6 CREDIT PROTECTION PROGRAM BENEFlT 157.03 7 FlOELININVESTMENT-PENSIONPAVMENT 200.53 ACCTWXXXXXB895B e REFUND ACH DEBIT CREDIT 4.00 9 LOWE'SHOMECENTER-DIRECTDEPO517 194.62 10 '= personal Properry(clothing,turniNre,telavisioq radio) 500.00 TOTAL(Also enter on Line 5, RecapiNla[ion) S I 4�237.51 It morespace is needed,use addiGonal shee[s of paper of[he same size, 6Eb-IS.I -:.r ..J_IS. i�� pennsylvania SCHEDULE H �' o�aAn.MeNroF9ecervae FUNERAL EXPENSES AND ves�°,�^^'cE*^*'aR�a" pDMINISTRATIVE COSTS o�«r ocaoerv* ESTATE OF FILE NUMBER GEORGE W. STEEVERJR 21140544 DeaEenPs tleb[s mus[be repoRed on ScheEule I. T_M NL'IdBE3 �FSCRI4TION AMOUM A FUNERAL EHPENSES: �� MUSSELMAN FUNERAL HOME&CREMATION SERVICES C782.77 e. ADh1INISi0.ATIVE COSTS'. �. Dersonalzepreserv=nveConmissons. Name�s)of Pe:sonal acF�esentative(s)__. . . ......... . . . . . Sheet Actlress �_. ... ...__ . ... .... . . �' Cq 52te . ZIF ...... . Year(s)Comrrlssian Paie: . t200A0 2. attomeYFaes�. 3. FxmllyExemp[i�r�. (1(oecetlenCsactlressisrat[hesameastlaimanCs,attacne�planation.) Oainaot 5[ree[A]Cress Ci:V . .._. ... ._ . . 5[a[e... . _ZIP_. . RelationsM1ip ol Claiman[ro Oecedent 9. ' PmCaL Fees. 108.50 >. a¢wntant Fees�. 6. Tax Remm vr=_pare Fees �. �i CUMBERLANJLAWJOURNAL-EXECUTOR'SNOTICE 75.00 CENTRAL PENN BUSWESS JOURNAL-EXECUTOR'S NOTICE 150.00 TOTaL(Also enter on Llne 9, Reca0lNla[ion) $ 8.31627 If more space Is ree0ea,cse aaditional shee[s of paper of Ihe same size. u•e �;�.z�.az��s� I '-i"` pennsylvania SCHEDULE I �� oePAarvem*ara=vervue DEBTS OF DECEDENT� .<.v�er„=aevam MORTGAGELIABILITIES & LIENSI 0.ESIDE4T DE6�FNT ' ESTpTE OF FILE NUMBER GEORGE W. STEEVERJR Z��Q�SM1Q Report tlebts incurred by the EettEent prior to death tha[remaineE unpaiE at Ihe Oate ol Aeath,incluEing unreimbwseE meEical expenses. ITR1 . -_" vAWE Ri�FiE NU�1B`_R �SCRIPTiON �F�FAiH -� PPBLEIectricU�i:ities 94,96 2 Credit One Bank- Credit Card 157.03 Acd.M 4447962207924741 3 Credil Pro�ec�ion Program 123.00 4. Pnority50Plus-PNCAccowtFee 4.00 5 Fidelitylmestments 20Q53 � I �._ TOTAL(Also enter on Line 10, RecapiNla6on) ; 579.52 If more s0ace Is neeAeQ insut aatlitional shee[s of Me seme size. 6[e-i.l. ? .�< ._. A`� pennsylvania SCHEDULE J oEv��rnErvroraeiErvuE gENEFICIARIES �rvvea„arv�e,nx anuax ae:merv.oeceoerv. ESTNTE OF: FILE NUMBER: GEORGE W. STEEVERJR 21140544 --- aeunonsi�vrooeceo=.NT nwauNronsnnRe NUM3ER NAME NV�AD�0.E55 OF PERSON(5)RECEMN6 FYOOEYiY Do Not List imstee(s) Oi ERATE I TA%A6��IS7RIBUilONS �Intictlea�tngh[spous3ldlrtrlbutlonsan�[ans`ersun0er Sec.a�:6(a)(L2J.] �- Jean L Steever, 65 W.Louther SL,Ap�.3-B, Cadisle, PA 17013 Lineal/Daughter 40% 2 Cindy L.Ohrtnan,4308 Rlchland Ave. Harrisburg,PA 17109 Linaall�augh�er 30% 3 Michael D. Steever,222 S.Enola Dr.Enola, PA 17025 LineallSon 30% ( � ��� ENiER DOLNR AMGUNTS Fp4�ISTRIBUTICM1S SHOItiN FBOVE ON ��.ME515 THROUGH 18 OF 0.EW1500 COVH S6EET,AS APPROPRIATE. » N�N-TAXA3LE�ISTFIBUTIONS A. SFOUSAL D:SR_BUT!OYS I1R�ER SiQ:ON 91'? FOR'.ae1CH Ai;E'�.EQIJN TO TA%IS NOi TAKEN'. d. CHAkIiAB_EAI.J60VERNMENTAL�IST2IBO-IONS�. 1. ' TOTAL OF PART 71 - ENTER TOTAL NON4A%ABLE �ISTRIBl1TI0N5 ON LIfiE 13 OF REV-1500 COVER SHEEf S If more space Is neeAeA,use atlditional sheeh o'paper of[he same size LAST WII,L AND 1BSTAMEN'I' BE IT REMEMBERED THqT I, GEORGE W. STEEVER, JR., a resident of Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declaze this to be my LAST WILI, and TESTAMENT, hereby revoking any and a(1 Wi]]s and Codicils previously made by me. I I have three (3) chddren, namely, JE,qDI L STEEVER, CINDY L. OHItMAN and MICI�AEL D. STEEVER. I have no other children. All references in t}ds Will to my children include not orily the above children, but any children hereaRer bom to or adopted by me. II I d'uect that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable aher my decease. III I d'uect that all [axes that may be assessed in wnsequence of my death, of whatever nature and by whateverjurisdiction imposed, shall be paid hom my residuary estate as a part of the expense of the administration of my estate. rv I give, devise and bequeath all of my property, whether rea( or personal, wherever situate, including any property over which I may have a power of appointrnent,to my tluee (3) chIldren, namety, JEAN L STEEVER, CII�IDY L. OFIRMt1N and MICHAEL D. STEEVER according to the following schedule: A. FORTY PERCENT(40%) to my daughter,JEAN L STEEVER. B. THIl2TY PERCENT(30%)to my daughter, CINDY L. OHRMAN. C. THIRTY PERCEN'T(30%)to my son, MICHAEL D. STEEVER. If one of the beneficiaries named in this azticle predeceases me or fails [o survive me by ttiirty (30) days, I give, devise and bequeath the share he/she would have received to the remaudng beneficiary(ies) in this article who survives me by thirty (30) days, PER CAPTTA, NOT PER STIltPES. V I nominate, consdtute and appoint my son, MICHAEL D. STEEVER as Executor of this LAST WILL, to serve without bond. If MICHAEL D. STEEVER is unable or unvnlling ro act in that capacity, ihen I nominate, constitute and appoint my daughter, JEAN L STEE VER as Execu�ix of this LAST WII,L, ro serve without bond. 2 IN WITNESS WHEREOF, I, GEORGE W. STEEVER, SR., have set my hand to this LAST WII,L this 16"day of June, 2006. OR . S EVER, JR. Signed, sealed, published and deciared by the above-named GEORGE W. STEEVER, JR., as and for his Last Wili and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witrtesses. //�� --����r���!G�L � G l/ ACKNO EDGEMENT COMMONWEALTH OF PENNSYLVANIA : ss. COUNTYOFCUMBERLAND I, GEORGE W. STEEVER, JR., Testaror, whose name is signed to the attached or foregoing insavment, having been duly qualified acwrding to law, do hereby acimowledge that I signed and executed the instrument as my LAST WII,L; that I sig�ed it as my free and voluntary act for the pwposes therein e�cpressed. G ORG . S EVER, JR. Swom or affumed to and aclmowledged before me GEORGE W. STEEVER, JR., . Testator, this 16'"day of June, 2006. COMMON WfAITH OF PCHryyyLVANIA NOTARIAL SEAL� otary PubLC JOHN D.GRIGSBY,Notary Pubtit Mechaniccbury Bao..CunberlaM Camty Commissbn Expirea A ' 25.2010 3 AFFIDAViT COMMONWEAL,'I'I-I OF PENNSYLVAI�TIp : COLJNTY pF CUMBERLAND ss. We, R MA !! i!fo ynd ,TG� �G- L /'7 / r,.iU.y� the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say [hat we were present and saw Testator sign and execute the uutrument as his LAST WII,L; that GEORGE W. STEEVER, JR. signed willingly and that he executed it as his free and voluntary act for the puiposes therein expressed; that each oFus in the hearing and sight of the Testator signed the Wil1 as witnesses; and that to the best of our lmowledge, the Testator was at the time I S yeazs of age or more, oF sound mind and under no constraint or undue influence. �'�L�`�''G � Swom or affumed to and aclmowledged before me this 16"day of June,2006. �4� ` N Pu li COMMONWEALTH Of PENNlVIVANIA NOTARIALSEAI JOHN 0.GRIGSBY.Notay Puptic M11ed�aniqWiry 8ao.,CumMAanC CouMy CommqyionEx MaeA nt15,2p70 4 �- SHUMII.KER � �� WILL 1 H I V1S WRITEF2'8 DIREGT DIAL7'17.809.1624 �'-<'- WRITERB EMAIL kmcdermott@shumakerwilliams.wm LEGAL ANO 61151NE55 COlINSEL Admitted to Pennsylvania Bar September 15, 2015 I,isa M. Graysoq L,squire �, �� - =� � . ' r'' Register of Wills and Clcik of Orphans` Court `_: o s, � Cumberland County Courthouse �' =' _ -'�'o One Counhouse Square, Suite ]02 , - r-• . � Carlislc, PA 17013 � � � � � � � � �� Re: Gstatc of Gco�ge W. Steever, Jr. � ' � - 8stateNo. 21140544 � -� o ��- �" OurFileNo: 14-706(2) cn �_' � a� a Dcar Ms. Grayson: Enclosed for filing on behalf of our client, the E.state of George W. Steever, 1r., xre au original and three (3) copies of the complered RF.V-I500 Inheritance Tax Returq Resident Decedent, with supporting documents and two origi�aL and one copy of the F.state Inventory. We submit ihe Return to your oCfice in duplicate as requested in the Department of Rcvenue's instruction booklet for the same. ln uddition, we are cnclosing a eheek in the amount of$10.00 repcesenting the additional probate due. Please datrstamp the additional copy of the Inheritanee "fa�c Rewm and Estate Inventory and remrn them to us i� the endoscd, self-addressed stamped envelope. If you should have any yuestions, plcase contact us. "Phank you for your assistance. Since�eLy, _ Kennelh�Dcrmi��._— KJM/mac:300000-34-141 Enclosures cc: Michael D, Slccvcr(w/enclosures) Andy and Cindy Ohrman (w/c�closuces) CORRESPONDENCE: P.O.BOX 88 HARRISBURG,PA 1]108 PHONE: �1]J63.1121 FAX: ]1]]63]419 CAMP WLLPA_ ]I]]63JI21 CONSHOHOIXEN,PA' ASa.351.8384 SIAI�-COLLEGEPA' 81423A_3911 iOwSON,nnD' 410.82fl52Z3 YORK,PA J1�B485134 wwwshum�kenvlllloins eo��� no n �xi ao n � �� � r � mr n � � _ - _ � = m � � _- _ � -- w � c m w '_ n m 9 oa m t- c N. w w n m m N O '1 rt ^$ F+ C F� N . � � w n • n 7 � ac. o H 9c° n �" w � m c° E o ❑ �- a � mn f+. O.O �f N W N C] N N n o q a m c a G • n r• n n n y Si-+ m C o m r� c n rt �+ x � � 0 0 rn N O rt 9 y N 'J N n 0 c H rt , . . _=..1�IIIJ _ . � .�,':iJUO �A. ' � o� UNITFO 9., OT � ; LT dj� SI`� � m �' �` " oo� � ' _:: o m �� :o __ ��,� � � � �,� � ��' � m� '� �o � -Af _ �.