The URL can be used to link to this page

Home My WebLink About01-11-07 REV.1500 EX + (6.00) COMMONWEALTH OF REV.1500 PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT 280601 2..1 06 0578 __ HARRISBURG, PA 17128-0601 RESIDENT DECEDENT cou~~~__ ---1':IUMB~___.. T DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) \ SOCIAL SECURI1Y NUMBER- -- - -..-- I- : Jumper, Barry C____ 1._206-32-0583 ffi i-DATE OF DEATH (MM-DD-YEAR) i DATE OF BIRTH (MM-DD-YEAR) I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE ~ i 05-11-2006 [ 07-28-1942 --+ REGISTER OF WillS ~ i (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) I SOCIAL SECURI1Y NUMBER------ -- --:--[lcJ 1. Original Return'" D 2. Supplemental Return ---,--- D 3.-RemainderRet~m(dateofdea;hPri~rt;12-=13-82) w I- C)::<: ~ ~ [J 4. Limited Estate .0 4a. Future Interest Compromise (date of death after 0 5. Federal Estate Tax Return Required w 0.. C) 12-12-82) J:OO Xl [J C) 0<: 1Il..J :, X.. 6. Decedent Died Testate (Attach 7. Decedent Maintained a Living Trust (Attach :t copy of Will)--~ copy of Trust) <( D.. 9. Litigation Proceeds Received 10 Spousal Povertv Credit (date of death between . 12-31-91 and 1-1-95) *' ffi I NAME ~ i George F. Douglas III ~ i FIRM NAME (~ applicable) ~ I Said is, Flower & Lindsay 8 ITELEPHONENUMBER _ 217) 243-6_222 .---F-- 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) z o i= ~ ::J I- 0: <( o w a::: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) I~ Separate Billing Requested 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 1'i) OFFICIAL USE ONLY FILE NUMBER 8. Total Number of Safe Deposit Boxes [J 11. Election to tax under Sec. 9113(A) (Attach Sch 0) COMPLETE MAILING ADDRESS 26 West High Street Carlisle, PA 17013 (1 ) None -------- (2) None ------ (3) None ~..._--~ (4) None (5) 6,594.35 (6) None (7) None OFFICIAL USE ONLY '- " .' ~ , , f',) ,.~ (8) -...16,594.35 (9) (10) 6,763.83 None (11 ) 6,763.83 (12) insolvent (13) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) None (14) 0.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15) 0.00 or transfers under Sec. 9116(a)(1.2) ~..__.__.._-_.---- z 0 (16) i= 16. Amount of Line 14 taxable atlineal rate 0.00 x .045 0.00 ~ -"---- ..._---..- ::J D. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) 0.00 :i: 0 0 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18) 0.00 ~ 19. Tax Due (19) 0.00 ~---_.._-~---_.- --,------.. ------- CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2002 form software only The Lackner Group, Inc. F~m REV-1500 EX (R~. ...oj Decedent's Complete Address: STREET ADDRESS 30 Conrad Road I STATE PA CITY Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 0.00 Total Credits (A + 8 + C) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT .--- IZIP (1) 0.00 (2) 0.00 (3) (4) (5) (5A) (58) 0.00 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 3. Did decedent own an "in trust for" or payable upon death 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?.............................. ...................... ................................................................. 0 [2': 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 pe~ury, I declare that I have examined this retum. 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 personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESP. NSIBLE FOR FILING R T ADDRESS Neil D. Shug 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?...................................................... ........ ........................................................ 33 Army Heritage Drive Carlisle, PA 17013 ADDRESS ADDRESS 26 West High Street Carlisle, PA 17013 Yes LJ D o D D No ~ [!] [Xl I:!J ~ r.-] ~x 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. 39116 (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. 39116 (a) (1.1) (ii)]. The statute does not exemot 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. 39116 (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. 39116 1.2)[72 P.S. 39116 (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. 39116 (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-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERIT ANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jumper, Barry C FILE NUMBER 21-06-0578 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION M & T Bank, checking acct. #1127322 (see letter attached) VALUE AT DATE OF DEATH 1.294.35 2 Truck 5.000.00 3 Van 300.00 TOTAL (Also enter on Line 5, Recapitulation) 6.594.35 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+ (12.99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Jumper, Barry C Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0578 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 5,424.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees 1,000.00 See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 91.00 See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 248.33 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 6,763.83 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jumper, Barry C FILE NUMBER 21-06-0578 ITEM NUMBER DESCRIPTION 1 Cumberland Valley Memorial Gardens - grave opening/closing AMOUNT 1.150.00 2 Ewing Brothers Funeral Home 4.274.50 Subtotal 5.424.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev.1502 EX + (6-98) SCHEDULE H-B2 ATTORNEY'S FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jumper, Barry C FILE NUMBER 21-06-0578 ITEM NUMBER DESCRIPTION 1 Saidis, Flower & Lindsay - amt. estimated AMOUNT 1,000.00 Subtotal 1,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) Rev-1502 EX+ (6-9S) SCHEDULE H-84 PROBATE FEES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jumper, Barry C FILE NUMBER 21-06-0578 ITEM NUMBER DESCRIPTION 1 Register of Wills, additional short certificate to transfer auto AMOUNT 4.00 2 Register of Wills of Cumberland Co. 87.00 Subtotal 91.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev.1502 EX+ (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jumper, Barry C FILE NUMBER 21-06-0578 ITEM NUMBER DESCRIPTION AMOUNT 1 Cumberland Law Journal, estate notice 75.00 2 The Sentinel, estate notice 173.33 Subtotal 248.33 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV.1513 EX+ (9-o0) *' SCHEDULE .. eENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Jumper, Barry C NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] FILE NUMBER 21-06-0578 ESTATE OF RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. Neil Shughart 33 Army Heritage Dr. Carlisle, PA 17013 Friend entire estate Total 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) m1M8fI'Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302) 934-2955 October 12,2006 Saidis Flower & Lindsay Attorneys At Law 2109 Market Street Camp Hill, Pennsylvania 17011 Re: Estate of: Bar1J!S:. Jumper Social Securitv: 206-32-0583 Date of Death: Mav 11. 2006 Dear Sir or Madam: Per your inquiry dated October 04, 2006, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 1127322 Ownership (Names oj) Bany C Jumper * Opening Date 03/07/92 Closed 07/07/06 Balance on Date of Death $1,294.35 Accrued Interest $ 0.00 Total $1,294.35 Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Spring Garden Office # 717-240-4525. Sincerely, Nancy Clagett Records Management LAST WILL & TESTAMENT OF BARRY C. JUMPER, of 30 Conrad Road, Carlisle, Middlesex Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby malee, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred withill my family's blll'ial plot in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give unto my daughter, Jeanette Barley, the sum of one dollar ($1.00). We have grown apart over the years so I feel no need to bequeath unto her any more than the amount stated herein. FIFTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto Neil D. Shughart, per stirpes. SIXTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto Neil D. Shughart, per stirpes. SEVENTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto Neil D. Shughart, per stirpes. EIGHTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. NINTH. I hereby nominate, constitute and appoint Neil D. Shughart as Executor ofthis my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I.authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either! at public or . private sale any real or personal property owned by me at the time of my death. C--' i;~ TENTH. I have made, or may from time to time make, a written merl(,(ui~p~m (J .~ expressing my desire to give certain items of personal property to specific persons. I urge my COMMONWEALTH OF PENNSYL VANL4 :SS. COUNTY OF CUMBERLAND hW~' .~h .~~~d h~ handd -c .. I . b'~dl I ~ t e wItnesses w ose names are sIgne to t e attac e or 10regOl g mstrument, emg u y qualified according to law, do depose and say that we were present and saw Barry C. Jumper sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~c~~ l~ g1:n~~-L1-l Sworn or affirmed to and subscribed before me by and ., 14""\..-,/ J~ ,witnesses, this J.6 day of /U ()-: , 2005. ~ I~ I . ~.... ~ l40taryPublic ,- ~ ~ NOTARIAL SEAL ! r.~:;~EE L. MUARA Y. No1t&ry Public ~.."" :~tE' 8ore, C!Jrnb~rland Count\' PA ~f. (.om . . ;" ~~m!8['~!rm E)(piret~ Ds~. 13 20G5 """""",,,-...-=-~ . -; ~~ Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this 2ST0 day of O~"'-" , 2005. L~m~Jr Signed, sealed published and declared by the above named Testator as and for his Last Will and Testament, inthe presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~t: ~'~. ~h.iU~~ COMMONWEALTH OF PENNSYL VANIA SS. COUNTY OF CUMBERLAND 1, Barry C. Jumper, Testator 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. IJ c? B~.~~ Sworn or affirmed to and acknowledged before me'r,by ,-J/r---- Barry C. Ju~er thi.. . s ~;L...? v ' day of ----/J M--:. /I I ' 2005 ~7~ NJtary Public .. . ~ J NOTARIAL SEAL 1 " ..RENEE.L. MURRJW, Novafi;! Public ~ ; Carlisi", 80m, Cl!mbt~r!and County, F'fi\ " :.-~:: ~~ ~:;~~.~~~~?!1. E?~~~::~!'~:LJ~:9:r:' '"