HomeMy WebLinkAbout05-12-06
REV-1~"o Ex (6-00)
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OFFICIAL USE ONLY
COMMONWEAL TH OF
PENNSYL V ANJA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
06
0304
COUNlY CODE
YEAR
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Weaver, Ronald L.
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
W 07/22/1984 7/22/1938
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W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
SOCIAL SECURITY NUMBER
195-32-0630
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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~ 1. Original Return
D 4. Limited Estate
[!J 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
o 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82)
o 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (dote of dooth betwoon 12-31-91ond 1-1-95) D 11. Election to tax under Sec. 9113(A)(AtlochSchO)
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THIS SECTIONtvlllST$ECOtvlPl..ET EO. ALL CORRESPONbENCEANt) CONFIPE.N'l"IAt.. rAXINFOR.MATION SHOlJLOEiEPIRECtEO TO:
NAME COMPLETE MAILING ADDRESS
Richard C. Snelbaker 44 West Main Street
FIRM NAME (If Applicable) Mechanic sburg, PA 17055
Snelbaker & Brenneman, P.C.
TELEPHONE NUMBER
(717) 697-8528
2. Stocks and Bonds (Schedule B)
(2)
2 , 000 . 00
0.00
0.00
0.00
0.00
, ...
-~FFICIAL USE ON~'t~
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4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or l)
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1. Real Estate (Schedule A)
(1 )
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
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0.00
0.00
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8. Total Gross Assets (total Lines 1-7)
(8)
2 , 000. 00
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
5 , 8 80 . 0 0
0.00
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
5 , 8 80 . 0 0
11. Total Deductions (total Lines 9 8< 10)
(11 )
(13)
(- 3, 880 . 00)
0.00
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(12)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
(- 3,880.00)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
0.00 x.O _(15)
0.00 x .0 _(16)
0.00 x .12 (17)
0.00 x .15 (18)
(19)
0.00
0.00
0.00
0.00
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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
20.0
0.00
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4645 1.000
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f:)l!cedent's Complete Address:
srnEET ADDRESS
4600 Creekview Road
Hampden Township, Cumberland County
cm Mechanic sburg I STATE PA I ZlPl 7055
1. Did decedent 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; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . ., 0 (XJ
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 (XJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [i]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, induding accompanying schedules and statements, and to tha best 01 my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative Is based on alllnlormation 01 which preparer has any knowledge.
SIGNATURE OF PERSON RESPO SIBLE FOR FILING RETURN
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
0.00
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
u.uu
TotallnterestlPenalty (D + 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 S + SA. This is the BALANCE DUE.
Make Check Pa able to: REGISTER OF WILLS, AGENT
(5B)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN TI-lE APPROPRIATE BLOCKS
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Yes
No
[XJ
[XJ
[XJ
[i]
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DATE
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4600 Creekview Road, Mechanicsburg, PA 17050
DATE
~ " 06
44 West Main Street, Mechanicsburg, PA 17055
C. Snelbaker, Esquire
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net \/Blue of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 13 9916 (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 ~ I:: ~11 a ,~\ ,. '} (ii}J
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of >en 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 tl
or a stepparent of the child is 0% [72 P.S. 13 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%, except a
i If/) D
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. S 9116(a}(1
individual who has at least one parent in common with the decedent. whether by blood or adoption.
3W4646 1.000
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
REV.1502 EX + (6-98)
..,
Ronald L. Weaver
FILE NUMBER
21-06-0304
ESTATE OF
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 property which is Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Undivided one-fourth interest in hunting camp real estate
situated in Brady Township, Huntingdon County, PA
2,000.00
:W4695 1.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 2,000.00
REV.I'511 EX + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Ronald L. Weaver
FILE NUMBER
21-06-9304
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Myers Funeral Home, Inc., funeral serv~ces
3,785.00
A.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal 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)
2 , 000 . 00
Claimant
Mary Jane Weaver-Blazer
Street Address
4600 Creekview Road
City
Mechanic sburg
State
PA
Zip
17050
Relationship of Claimant to Decedent
Spou se
4.
Probate Fees Regis ter of Wi lIs, Cumberland County
80.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
Register of Wills, Cumberland County
Filing fee for Inheritance Tax Return
15.00
3W46AG 1.000
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 5, 8 80 . 00
REV~1'5'13 EX+ (9-00)
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21-06-0304
NUMBER
I
Ronald L. Weaver
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
1.
Mary Jane Weaver-Blazer
4600 Creekview Road
Mechanicsburg, PA 17050
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Spouse
AMOUNT OR SHARE
OF ESTATE
100% of Residue
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
W46A11.000
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- 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)
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OFFICES
LBAKER.
"' Be ELICKER
LAST WILL k~D TESTAMENT
I, RONALD L. WEAVER, of the Township of Hampden, County
of Cumberland and Commonwealth of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void all former wills and codicils by me
at any time heretofore made.
FIRST.
I order and direct that all my just debts and
funeral expenses be paid by my Executor or Executrix, as the
case may be, hereinafter named, as soon as conveniently may
be done after my decease.
SECOND. I give, devise and bequeath all the rest,
residtj.e and remainder of my Estate, real, personal and mixed,
whatsoever and wheresoever situated unto my wife, MARY JANE
WEAVER, absolutely and in fee simple, if she survives me by
as many as sixty (60) days.
THIRD. If my wife, MARY JANE ~lEAVER, does not survive
me by as many as sixty (60) days, then and in that event, I
give, devise and bequeath all the rest, residue and remainder
of my Estate, real, personal and mixed, whatsoever and where-
soever situated, in equal shares unto my four (4) children,
namely, RONALD L. WEAVER, JR., SHARON R. ENGLE, DAVID J.
WEAVER and CONNIE A. WEAVER, share and share alike, absolutely
and in fee simple.
If any of my said children should prede.cease me
and leave lawful issue to survive me, I order and direct that
the share of any such deceased child shall be di.stributed unto
his or her lawful issue per stirpes by representation and not
per capita, subject, however, to the protective provisions
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LAW OFFICES
SNELBAKER.
~:ALEB Be ELICKER
of Item Fourth hereinbelow.
FOURTH. I order and direct that the distributive share of
any beneficiary pursuant to Item Third hereinabove vlho has not
attained the age of twenty-two (22) years at the time for dis-
tribution thereof shall be distributed and paid over unto
COMMONWEALTH NATIONAL BANK of Harrisburg, Pennsylvania, as my
testamentary trustee, IN TRUST, NEVERTHELESS, to hold, manage,
invest and reinvest for the use and benefit of said beneficiary
until he or she attains the age of twenty-two (22) years at
which time the trust shall be terminated and the then remaining
net balance thereof, if any, shall be dist~ibuted unto said
beneficiary, absolutely. During the existence of said trust,
I authorize and empower said Trustee to use, expend and apply
from time to time such amounts of income from and principal of
said trust as said Trustee shall deem to be necessary and
proper for said benefiei.aryl s support, maintenance and
education ("education" to include post-high school education
which may be a college education or vocati,onal training or
other education leading toward an improved adulthood).
LASTLY. I nominate, constitute and appoint my wife, MARY
JANE WEAVER, to be the Executrix of this, my Last will and'
Testament, but if for any reason she should fail to qualify
as such Executrix or cease so to serve, then and in that event,
I nominate, constitute and appoint my son, namely, RONALD L.
WEAVER, JR., to be the Executor hereof.
Tf both of the above
named persons should fail to qualify as my personal representa-
tive hereunder or cease so to serve, then and in that ultim.ate
event, I nominate, constitute and appoint my daughter, namely,
SHARON R. ENGLE, to be the Executrix of this, my Last Will
and Testament.
I order and direct that each and all of the above
named persons shall not be required to post bond or other
security as a condition of qualification as my personal repre-
sentative hereunder.
IN WITNESS WHEREOF, I, RONALD L. WEAVE~, have hereunto set
my hand and seal to this, my Last Will and Testament which
consists of three (3) typewritten pages to each of which I have
affixed my signature this /3-1-J...... day Of'~~~A.D. I
One Thousand Nine Hundred Eighty-two (1982).
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( SEAL)
The preceding instrument, consisting of thi.s and two (2)
other typewritten pages, each identifi.ed by the signature of the
Testator, was on the date thereof signed, sealed, published and
declared by RONALD L. WEAVER, the Testator therein named, as and
for. his Last Will and Testament, in the presence of us, who, at
his request, in his presence, and in the presence of each other,
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have subscribed our names as wit,..r(e.~s-' ~
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LAW OFFICES
SNELBAKER.
::AI.EB Be ELICKER
J . I .
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY
OF
CUMBERLAND
We, RONALD L. WEAVER, RICHARD C. SNELBAKER and JANET M. FORR'
the Testator and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and
Testament and that he had signed willingly, and that he executed
it as his free and voluntary act for the purposes therein
expressed, and that each of the witnesses, 'in the presence and
hearing of the Testator, signed the will as witness and that to
the best of his or her knowledge the Testator was at that time
eighteen years of age or older, of sound mind and under no
constraint or undue influence.
,A ~,_____
Subscribed, sworn to and acknowledged before me by RONALD L.
WEAVER, and subscribed and sworn to before me by RICHARD C.
SNELBAKER and JANET M.
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FORRY, witnesses, this
/J'h1
day of
, 1982.
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Notary PtibL1-c
g lO'~('!-lER NO! ~'RY Fmmc
HORHier,,' 3~R() ClH~i.1filLAWJ ~~Ol!NIY
MECHIl.W!{;SBURG. , '. ~N' flM'lL G If.\\iG
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LAW OFFICES
SNEL.BAKER.
CCALEB a: ELICKER