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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
PLASTERER, CORA A.
DATE OF DEATH (MM-DD-Year)
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~yk-Q.EA~ - ~ kR.9.. Q.
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
2 07- 0 3 - 8 235
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
05/19/2005 12/17/1916
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
SOCIAL SECURITY NUMBER
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[K] 1. Original Return
D 4. Limited Estate
[K] 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST aE CoMPLETED.Al..l eoRRESPONpENCE ANOCONFIOENTIALT AX INfORMATION SHOUlDaEDIRECTEDTO:
NAME COMPLETE MAILING ADDRESS
JAMES B. PANNEBAKER 4000 VINE STREET
FIRM NAME (If Applicable)
JAMES B. PANNEBAKER, P.C.
TELEPHONE NUMBER
717-944-1333 MIDDLETOWN PA 17057
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(1)
(2)
(3)
(4)
(5)
OFFtci)l.l USE ONLY
':'.:~,
,
....,..-!
<::0
847.11
-'J
~._J
(6)
'1
-"
01
N
(7)
847.11
(9)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
-1,493.32
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X _(15)
X _(16)
X .12 (17) 0
X .15 (18)
(19) 0
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> >BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < '
. .
Decedent's Complete Address:
STREET ADDRESS 79 AUTUMN LANE
CITY ENOLA
STATE PA
ZIP 17025
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check to: REGISTER OF WILLS, AGENT
o
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; ........................................................................... 0 [ZJ
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [ZJ
c. retain a reversionary interest; or ...................................................................................................... 0 [ZJ
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [ZJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.................................... ........................................................... 0 [ZJ
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 [ZJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [ZJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS CHYREL AI..: INGER
215 MELVALE RD, DALLASTOWN
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
PA 17313
DATE
8l'" 105
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and 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 twenty-one 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% [72 P.S. 99116(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%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(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.
REV - ~502 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PLASTERER CORA A
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts.
Real orooertv which is iointlv-owned with riaht of survivorshio must be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1'503 EX + (6-98)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
PLASTERER. CORA A.
FILE NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-1507 EX + (6-98)
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
PLASTERER. CORA A.
FILE NUMBER
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
TOTAL (Also enter on line 4, Recapitulation) $
,
REV-'1508 E:X + (6-98)
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
PLASTERER. CORA A.
FILE NUMBER
I nclude 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
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
95.75
RETIREMENT
2.
SOCIAL SECURITY
513.00
3.
M&T CHECKING ACCOUNT
238.36
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
847.11
P,EV-\S11 EX+(12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
PLASTERER. CORA A.
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) CHYREL ALDINGER
Social Security Numbe~s)/EIN Number of Personal Representative(s)
Street Address 215 MELVALE ROAD
City DALLASTOWN State PA Zip 17313
500.00
B.
Year(s) Commission Paid:
2.
3.
AttorneyFees JAMES B. PANNEBAKER, P.C.
1,000.00
Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4.
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
92.00
5.
Accountanfs Fees
6.
Tax Return Prepare~s Fees
7.
8.
9.
PATRIOT NEWS ESTATE AD
CUMBERLAND COUNTY LAW JOURNAL- ESTATE AD
POSTAGE
231.72
75.00
9.55
TOTAL (Also enter on line 9, Recapitulation) $
1,908.27
(If more space IS needed, Insert additional sheets of the same size)
'.
REV-1512 EX + (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PLASTERER. CORA A.
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. CHYREL ALDINGER- REIMBURSEMENT FOR MINISTER
VALUE AT DATE
OF DEATH
150.00
2. CHYREL ALDINGER- PAYMENT OF RETIREMENT DUE STATE
33.00
3. VERIZON
157.02
4. PP&L
77.49
5. COMCAST
14.65
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
432.16
'~."""'.'"-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
PI ASTERER ~ORA A.
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. CHYREL ALDINGER NIECE 1/14
215 MELVALE RD
DALLASTOWN, PA 17313
2. JUNE SIMPSON NIECE 1/14
1235 SUSQUEHANNA AVE
SUNBURY, PA 17801
3. JACKIE MARKEY NIECE 1/14
5 DONALD AVE
MIDDLETOWN, PA 17057
4. HAROLD MOYER NEPHEW 1/14
APT 203, RIVERFRONT APTS, 130 S. FRONT ST.
SUNBURY, PA 17801
5. SHIRLEY HAYS NIECE 1/14
65 QUEEN ST, APT 103
NORTHUMBERLAND, PA 17857
6. VIOLET ZARR ROADORMEL NIECE 1/14
959 CEMETARY RD
MIL TON, PA 17847
7. LARRY MOYER NEPHEW 1/14
3812 CYPRESS MILL RD
CHESAPEAKE, VA 23322
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
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, Insert additional sheets of the same size)
'. .
8 . SHARON LANDIS NIECE 1/14
1809 LETCHWORTH DR
CAMP HILL, PA 17011
9. LINDA BAILEY NIECE 1/14
1155 OAKRIDGE AVE
STATE COLLEGE, PA 16801
10. WILLIAM MOYER NEPHEW 1/14
917 B. YORK ST.
MECHANICSBURG, PA 17055
11. KATHY MARSH NIECE 1/14
104 JUNIPER DR
PENDLETON, SC 29670
12. TRACY BOSTIAN NEPHEW 1/14
144 E. HIGH ST.
ELIZABETHTOWN, PA 17022
13. BECKY CAMPBELL HELLER NIECE 1/14
PO BOX 116
77 OLD STATE ROAD
SHERMANSDALE, PA 17090
14. JANICE GIGLIOTTI NIECE 1/14
685 VICTORIA COURT
EASTON, PA 18045
"
" .
LAST WILL AND TESTAMENT
OF
CORA A. PLASTERER
I, CORA A. PLASTERER, having my legal residence at 79'Autumn
-.,.
Lane, Enola, Cumberland County, Commonwealth of pennSYI~~~ia, ~9.
_ . _l . ~
-- ...... "
hereby declare this to be my Last Will and Testament, revoking:;<
all other Wills and Codicils heretofore made by me.
My beloved
husband, Frederick D. Plasterer passed away on July 24, 1996. My
nieces June Simpson, Jackie Markey, Shirley Hays, violet Zarr,
Linda Bailey, Sharon Landis, Kathy Marsh, Chyrel Aldinger, Janis
Gigliotti, Becky Campbell, and my nephews, Tracy Bostian, Harold
Moyer, Larry Moyer, and William H. Moyer, are living at the time
of the execution of this, my Last Will and Testament.
ITEM ONE:
I direct that the expenses of my last
illness and funeral be paid from my estate as soon as practicable
after my death.
ITEM TWO:
I devise and bequeath all of the
remainder of my estate and property, of whatever nature and
wheresoever situate, to my nieces and nephews as follows, that
survive my death: June Simpson, Jackie Markey, Shirley Hays,
,"" /'i /O;}_ ^ ..J.-: , ./ ! /
~/Vl/V~~' g~ ~r r&
Cora A. Plasterer
1
.... .
violet Zarr, Linda Bailey, Sharon Landis, Kathy Marsh, Chyrel
Aldinger, Janis Gigliotti, Becky Campbell, Tracy Bostian, Harold
Moyer, Larry Moyer, and William H. Moyer. In the case if any of
my nieces or nephews fail to survive my death, the gift to them
shall lapse and not pass to their issue, but be distributed to my
nieces and nephews set forth above who survive my death.
ITEr-f THREE:
All estate, inheritan~e, ?uccessi.':m and
other death taxes, imposed or payable by reason of my death, and
interest and penalties thereon, with respect to all property
comprising my gross estate for death tax purposes, whether or not
such property passes under this Will, shall be paid out of the
principal of my general estate, as if such taxes were
administration expenses, without apportionment or right of
reimbursement. I authorize my legal representatives to pay all
such taxes at such time or times as may be deemed advisable.
ITEM FOUR:
I appoint my niece, Chyrel
Aldinger, Executrix of this Will and direct that she be permitted
to serve without bond and without any intervention of any court
except as required by law. I authorize my Executrix to sell,
encumber, mortgage, invest, distribute in kind, or retain any
items of property of my estate in such manner as she shall deem
proper,
&.~ q, ~A~ g/r/crt,
Cora A. Plasterer
2
" '" 'II
.
limited only by her own discretion. If for any reason my
Executrix appointed under this will should fail to serve in that
capacity, I appoint my niece, Janis Gigliotti, my Executrix, with
the same powers and privileges set forth above.
IN WITNESS WHEREOF, I have at Middletown, Pennsylvania, this
9 day of C~/C
, 1996, set my hand and seal to this,
my Last will and Testament consisting of three, (3) pages.
/7) . ffl /! '.
~Cl.~.~
Cora A. Plasterer
(SEAL)
SIGNED, sealed, published and declared by CORA A. PLASTERER,
the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
presence and in the presence of each other, have hereunto
sUbscribed~:a:r. J.' ~ as witnesses.
(~. Residence
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF DAUPHIN
I, CORA A. PLASTERER, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn to or affirmed and acknowledged before me by CORA A.
PLASTERER, the Testatrix, this qm day of Aujd
1996.
~ ct, rJ7h~
Cora A. Plasterer
OrxJ.iL ht~QM
NLJY Public
NOTARIAL SEAL
JODIE M.H. PIERCE, Notary Public
Middletown, Dauphin County
My Commission Expirllll November 22, 1999
4
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
We, J/JI'1.c$ /5. f''?t.l'''.JVE&~tt/(
and 5[. i 7 f> rlt1p Il1 - ;jp f'Jf'/J /5f"1r,
the witnesses whose names are subscribed to the attached or
foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the Testatrix sign
and execute the instrument as her Last Will; that she signed it
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 that
time 18 or more years of age, of sound mind and under no
constraint or undue influence.
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. ITNESS
SWORt! ann subscr ibed to
.before me, this qn+ day
of [U:j"~w:f ' 1996.
nIXW nL1/0tLu
- utary Public
:smh Plaster.Will
#14823
NOT ARIAL SEAL
JODIE M.H. PIERCE. Notary Public
M\aaletcwn, Dauphin County
My Commission Expires November 22, 1999
5